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The stock is finally catching up to the fundamentals, partially driven by their closeness to Nvidia. Shares popped nearly 5% today.

Monday they announced a partnership with Nvidia to make customized AI applications for their customers.

Yesterday, they announced that Nvidia chose them to be their ethernet partner. Their numbers could be huge next year.

Likes it. There was some probably with the Pepsi distribution, which still doesn't make sense to him. A good hold.

Is concerned, because it's faster for Amazon to deliver the same products that a CVS store can sell him.

She's concerned about the abrupt downturn in copper prices which could have a negative effect on the major indices. Copper prices were steady from 1972-2000, then created a new floor until the 2008 crisis. Now, the floor for copper is a little over $2.00 and its historic trend line is $5.35. Last week, we came close to that, but Garner feels that copper has already peaked. History says that any time copper touches $5.00, it drops down and historically it peaks a little before the market does. It's an historical indicator. In fact, if stocks pull back in a couple months, copper's decline could resume and fall to the floor of $3.00. $3.50 is a key level for copper with prices acting bullishly above that level though bearish below that. The 200-day moving average at $4.00 will act as a magnet for investors. She notes that large speculators are net long 70,000 copper futures contracts; history says that when this happens copper prices are about to peak, so when prices decline, these bullish traders will dump their positions--this creates another leg lower. We need copper though to build data centres and in tech. The good news has been priced in and prices could head seriously lower.

He's not bullish silver, but HL will get the job done. Not great but not bad.

The costs to get gold out of the ground are so high that he prefers holding this ETF and not a company.

They just reported a major top and bottom line beat and raised forecasts. A winner.

A recent cloud summit and investor day weren't enough to turn around this stock; analysts liked what they heard but aren't confident enough that the company can move the needle soon.

He expects it to reach new highs as it pays a yield of 4%.

This part of enterprise isn't working these days. Wait another quarter to see how WDAY does.

The Donald Project is an attractive asset with potential, but it will cost capital to develop. EFR has committed to spend $122M and issue $17.5M in shares to earn 49%. While a good asset for future growth, investors looked at the spending level and share dilution and got a bit concerned. But the initial spend level is quite small and a future 'go' decision is further out and still dependent on various factors. We would not really see this news as 'bad', just regular operations for a small cap company seeking to develop more assets. Mines do require lots of capital. 
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EPS beat expectations of 47c coming in at 54c. Revenue also beat expectations of $155.12M coming in at $157.5M displaying growth of 13.3%. BL also upped its full year guidance for revenue and EPS which with the upper range better than expectations. BL added 13 customers in the first quarter for a total of 4,411 customers. The quarter and outlook were strong for BL and we would say it as a hold. The share price was under pressure recently as the company announced that it had privately issued a convertible senior note for $600M. 
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FRU is quite cheap at 11X earnings, and it has a strong balance sheet with net debt about 1X cash flow. Free cash flow is good and the dividend is good and now higher than its pre-covid level (it was reduced in the pandemic). In the context of the volatile oil and gas sector, we would be comfortable owning it. 
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