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A great CEO, and the company knows a lot about video streaming. Likes it. The high PE doesn't bother him.

No, wait.

He's impressed with their recent showcase of AI plans. Their cost of operations is radically lower than what he expected.

They will do well. They're not linked entirely to ASML. LRCX already said how much Chinese exposure they have and the reduced it.

In another time, he'd say try this, given its 4% yield, but not now with weak oil prices.

It's a short squeeze, which are fine to play if you know when it ends. But he doesn't know and won't play them.

They just raised capital to give them enough money to last for a long time. This is okay for now.  But take profits at $7.

They make money and shares not expensive. Likes it.

Is both a cyclical and secular growth story and can ride any cycle. It can grown in any environment, and not held hostage to interest rates. It benefits from aging homes (that need repairs), Millennials want to own homes and will spend at HD, and the new home shortage which need pro contractors to build them (who spend at HD).

Many US companies have reported and in 2 weeks even more will, so we will get a good sense of the US economy and what the companies forecast. Meanwhile, there's economic data and the US election. He expected markets to be a lot more volatile. The market seems to be banking on Trump winning, though polling says it's tied in several states. It's close. Same goes with the House, also close. Trump is seen more inflationary than Harris given tax cuts and tariffs Trump wants. Earning season once again will see tech dominate, reporting most of the gains.

A global ETF that's the best for Canadians from a tax point of view. Slightly higher cost than others. It tracks a total return in the US market, and is tax-efficient in taxable Canadian accounts.

It's not cheap and shares get weak in a market downturn. However, the world is going digital in payments. Visa has low credit risk, because the banks are lending the money (Visa takes a transaction fee). Buy in dips. Is good for the very long run. Maybe other digital pay streams will eat into their market share, but maybe not for a long time.

Last spring, he's moved his asset mix into private credit and private equity like Blackstone. The latter are less volatile and less tied to the market. Pension funds have 50-70% of assets in private securities. It depends on your need for liquidity, which isn't readily available each day under this strategy.

It holds tech companies linked to AI, like ServiceNow or Microsoft and cybersecurity, and not just Nvidia.

It holds only the 70 tech names out of the Nasdaq 100.