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The correction, he thinks, is over, and shares will return to previous highs.

Though he doesn't believe in it, cryptos are one of the safest areas to invest in under Trump, because he's so positive about it. He has his own crypto business. 

They have pricing power. They have 64% earnings growth this year and 46% cash flow growth; only 20% earnings growth for 2025 but he predicts much more.

It's grown into an extreme valuation of 135x EBITDA. You hardly see that in the market.

They have the most advanced chip on the market that nobody can replace.

It's been soaring until recent days, because they're going after government contractors. You have to pick and choose stocks that were rallying before the election, but not now. 

He's bullish natural gas, and EQT is breaking out.

A record 60 million watched he Mike Tyson fight, live. They have 280 million subscribers. They will stream Christmas Day NFL football with Beyonce performing at halftime. People will tune in--he will. Shares are popping after the Tyson fight, but what is not priced into shares is the continued opportunity for Netflix to participate in live events.

Shares are down over 13% the past month. Hold for the long term. This could fall to the low-$60s and he would consider picking up shares then. He's long owned this for himself and clients.

Cybersecurity demand remains entrenched. This has the strongest balance sheet compared to PANW and CRWD.

It's recovered the entire loss from July. Cybersecurity demand remains entrenched.

Look for the continued move away from hardware to software and the cloud. Also, they must beat revenue to accelerate the strong momentum of the past 8 weeks. It's overbought this year, but it can grow into an extreme valuation in coming years. Owning this means accepting volatility. Don't be surprised with a pullback.

They are about to report. See how accretive back-to-school sales were. Is looking for revenues to rise 3-5%. Last August, they already raised their outlook.

Boasts 60% gross margins and 30% revenue growth.

They report tomorrow. Loves it for its value and dividend growth, trading at 5 multiple points lower than Home Depot.