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A lot of people want to get into this but aren't yet. He doesn't know what the floor of this is. He owns little of it, buying it on a dip last year. Owns more of Taiwan Semi who supplies NVDA.

The future is bright for this, but not cheap now. Trades at 46x forward PE. They're sold out of product this year, maybe 2025 too.

He added shares, because this is facing maximum negativity, but ad revenues will pick up because it's an election year. They're one of the two winners in AI now (as well as MSFT) and selling a a discount to the market.

His only speculative holding. Fidelity, Blackrock and other funds companies are rushing to market their crypto instruments, so he's still buying. Would not sell if it slid 15%, but would hold.

Sold it because he doesn't want the commodity exposure and is afraid about the economy and uncertain about China. Wasn't a big position either.

He added more because the company is coming close to a resolution and their internal investigation won't change their earnings guidance for this year.

They're the winner in streaming: profitable, have pricing power, adding content and the others are busy trying to catch up. He added on a pullback a few months ago but shares are not cheap now.

Capital is moving out of the hot momentum (i.e. Nvidia) stocks, so Apple is catching a bid. Apple is almost defensive, buys back a lot of shares and has huge cash flow.

The fundamental story is compelling, enjoying momentum and a technical breakout, but it could pause before it resumes its climb.

They report this week. Was reiterated a buy on Wall Street. Shares are back to last July's levels, slumping because the street feels Adobe isn't communicating its AI plans. Lags peers like CRM. This report and call are crucial.

Strong momentum and fundamentals while insurance premiums keep moving higher.

Recently took some shares off the table. She's owned this a long time. A large position. Shares have doubled in 3 months. It has a perfect set-up now: many buyers with cash, concentrated positions, little capacity and too much demand. Nothing to stop this for the long term, but it's prudent to take profits.

It it continues to correct, this may become interesting. But it still trades at a 25x PE with almost no growth and a high market cap. Their share buyback helps.

She just bought it because she needed consumer exposure. She likes leisure, travel and post-pandemic consumer behaviour of this. Trades below the market multiple and is not well-loved.

A biotech that does, among other things, cancer testing which is very accurate.. She just bought it. Is growing fast and expects it to be cash-flow positive this year.