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He just bought this to get exposure to China, which he didn't have at all directly. Top holdings include Alibaba and Tencent as well as Taiwan Semi. He likes the momentum in this geography.

Near-term tailwinds came from China recently, which let Amer break out above its IPO price, despite an analyst downgrade today. Would buy a lot on a pullback. The brand loyalty for their sporting goods is solid. They have many revenues streams across many sports.

Today's downgraded doesn't bother him. These calls go back and forth often. Their weight-loss drug could add $10 billion revenues. A good time to own this.

Was upgraded today. They're diversified, including VMware, a subscription business, and they benefit from infrastructure spending. It will continue to rise.

He likes that they are downstream in the capex cycle.

Are in the perfect spot to power ever-growing data centres. Electricity demand from these centres will rise from 1-2% to 6-8% by 2030.

They beat EPS the last 5 times. They report next week.

Lithium prices are -55% the past year. This is about China, which has the worst GDP throughput to earnings; GDP doesn't enhance earnings. However, commodity prices do. China amounts to 60% of all EV sales. If economic stimulus continues there, it will put a floor under lithium prices.

When they report on Oct. 23, we will hear the details of their robotaxi hear last week at the presentation which triggered a sell-off. Shares have resistance at $265-270 and support at $198-205. 

Is bullish oil. Their underlying companies are rising in price like Bitcoin and boast a lot of free cash flow and can execute well. 

Pays an 8% yield. Is the only way to feed electricity to the growing data centre industry.

Is executing really well. More upside to come.

The cash flow of integrated energy companies like this allow rising yields and share buybacks.

They report tomorrow. He wants to hear the latest about credit card and lending as rates have come down. Also, will watch for housing.

He sold this before. This is expensive and is overvalued.