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They use Nvidia's chips which drive down prices of web series while increasing speed and accuracy product recommendations to consumers.

They delivered a blow-out quarter. There's more room to run. Dell is crucial in installing Nvidia's systems.

They work with Nvidia to create a computer-based prototype to speed up construction (and reduce waste) of a factory. Siemens trades only as a rinky-dink ADR, so he won't recommend it, but it seems to be the industrial that best shares NVDA's vision.

They partner with Nvidia aggressively, as in MDT's effective colonoscopy machine.

Are fighting this UnitedHealth computer hack. He feels even more confident in PANW than before.

A 19-year-old company that's been unprofitable and cash-flow negative, but it's had a monster run since IPO'ing last week. Doesn't think much of it, but take profits.

Is up 136% since IPO'ing on March 20, and it's probably overheated. ALAB is positioning itself as a new way to play the AI theme. The valuation was high right from the start Trye, sales growth was 45% last year, but they had negative earnings and negative operating cash flow last year. Operating income turned positive in Q3 and net income went positive in Q4; keep that eye and they will turn positive later this year. Also, another company could develop a better technology than theirs in a year.

They had a good quarter and can go higher. He gave up too soon on this.

Growth has slowed, which has confounded people. This has fallen so far from its high that you can't sell it. Their last quarter disappointed.

Last month they beat their quarter and forecast, and gave nearly a 97% return in 2023. Up 25% this year already. A terrific story, especially if interest rates come down.

It's run up but so has the whole group. Yields 8%. Likes it.

Share have been flattened, but it's now cheap. They tell a good story.

Today, the CEO announced he will step down when the year ends or when a replacement is picked. Replacing him for now is an insider (not great, not bad). Hard to tell what will happen next.

It's been a horror show for ages and the board hasn't done its job. An activist investor, Peltz, has been challenging management, and shares have been rallying from $88 to $119 over two months. The changes have been good and their costs were too high. The board needs to cut costs and find a successor to current and returning CEO Bob Iger.