Bill Baruch, Founder, Blue Line Capital

He just bought shares after being underweight this name. Tech hit a bottom last Monday with peak pessimism, and started to rebound last Monday.

Tech hit a bottom last Monday with peak pessimism, and started to rebound last Monday. Earnings growth is 20% and revenues are growing--the fundamentals haven't changed and earnings have not revised. He just bought shares.

Tech hit a bottom last Monday with peak pessimism, and started to rebound last Monday. UBS upgraded TSLA today and is up 7% today. He just added shares.

He just bought shares after being underweight this name. Tech hit a bottom last Monday with peak pessimism, and started to rebound last Monday. He'd like Meta to walk back capex at earnings. Has good momentum.

Now is a great opportunity to buy miners. CDE has updated estimates which has triggered street upgrades. They just bought New Gold, which will improve margins.

He just bought this. Is bullish mining now. Superior margins, low costs and low risk jurisdictions.

Great fundamentals, but the stock has been beaten up.

He bought before earnings last week which beat. Shares jumped 7%. The froth was leaving markets in late January. But HECLA is volatile. Expect better cash flow as metals pricing rise.

Is really undervalued here and the technicals look great.

He sold GS, but will hold JPM, because it has less exposure to private credit/equity.

He sold due to concerns in private credit. GS has exposure to asset management, debt underwriting, and lending. Is up 35% the past year. Doesn't want exposure if the bad news continues. Is a cautious move to add more cash.

He trimmed this after exhaustion in the tech trade currently. He rotated into Microsoft which fell from $550 to $400. In terms of software, the baby is being thrown out with the bath water. He doesn't expect AI to show profit in the next quarter, but like MSFT long term.

He has rotated into Microsoft which fell from $550 to $400. In terms of software, the baby is being thrown out with the bath water. He doesn't expect AI to show profit in the next quarter, but like MSFT long term.

He just added it. NOW is two standard deviations below its valuation. He sees AI adoption as a complement, not substitute to NOW. It's time to start picking at names that have been beaten. This will be a winner. It now trades around 25x PE, down from 50-60x a year ago. He will add more if this falls further.

He bought more after their earnings miss and bottoming out. Long-term catalysts: US energy expansion, infrastructure spending and industrial capex spending.