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Pretty fully priced, so don't buy now. Try around $328, and again around $311-12.

A difficult one. It was one of his top picks, one of the top 10 in his fund. As soon as the plunge happened, he just got out of the way. Then the biggest question becomes, what to buy? He quickly did some homework and bought PANW and SentinelOne.

You're going to have to wait through 2-3 earnings seasons for them to get their mojo back. You could buy here around $265 and $250, shouldn't go under $240. But he'd rather wait for earnings season.

Sold, and put proceeds into the modelling guys and into NVDA. NVDA's incorporating software into its chips has created another moat/barrier to AMD. Longer timeframe for them to become competitive with NVDA.

Runway now shorter. 12-month price target of $876. Main reason it's been a standout has been CEO and management team. Recent C-suite shakeup, but CEO still there.

12-month price target of $248. Hold if you own. If you want to get in, buy in thirds here ~$113, $108, and $103.

Can't remember when he made $$ on this one, but you will. It's like IBM. A difficult story. If you own it, the benefit is that you'll have some capital losses.

Terrifically run. One of the better EVs around the world. Tariffs, slowing Chinese market. 12-month price target of $65. Not an investment, but more a trade. A success if you can get it in the low $50s, and let it go in the low $60s.

12-month price target of $48. More appealing, longer runway opportunities elsewhere.

12-month price target of $158. Benefited from AI revolution, infrastructure buildout, and data centres. Terrific software. More of a trading stock at current levels. Trim if it gets above $150. Get in by thirds at $138, $131, and $124

Lots of momentum in the US. 12-month price target of $6.47.

He uses the QQQ in 2 ways -- for trading and for hedging. The SQQQ is a short on the QQQ -- useful for Canadian platforms that don't allow you to get into futures and options on futures.

He uses the QQQ in 2 ways -- for trading and for hedging. The SQQQ is a short on the QQQ -- useful for Canadian platforms that don't allow you to get into futures and options on futures.

Tremendous amount of data, and data is king. So secretive, but must be doing a lot within the model training because they have all the components and it's the golden space everyone's trying to work in. Still very much likes it.

Owned in past, but not now. In no man's land. Better opportunities elsewhere.

Getting into the robotics side of delivery. He's researching it right now, but not buying yet.