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It reports Thursday. Watch for the decline on revenues from China YOY. When LAM Research reported, AMAT rose. Options imply a 6% move.

He just returned to this. Shares rose when Bill Ackman moved in. He targets $100.

It reported last week. This and Costco are benefiting from the economy of scale. Market share is already strong and will gain further.

There's still clear demand for network processors, and AVGO leads here. Capital has moved out of this area into software, but there is opportunity in AVGO.

Chinese stocks have been moving up, partly because of outflows from India and into China. BABA is the best of China's stocks with the most upside. It's close to returning to its high.

Like Amazon, they dominate key secular growth areas in e-commerce, are in cloud computer though trade at only one third of Amazon's PE. Is a modest grower, but has a huge margin of safety. There's so much pessimism about tariffs now. Wait and see, but would be an opportunity if the tariffs are more bark than bite.

It remains cheap, operating profit is up a lot, are spending huge in capex, though free cash low is up minimally. Reason: they're becoming capital intensive. 

A key beneficiary of AI capex and is the world's biggest chipmaker with dominant marketshare. Few can match their tech expertise, and their valuation remains reasonable.

He trimmed it last year due to continued cost pressures and valuation. Is worried about sales growth stagnating and more competition.

It's a long-term monster he's owned forever. Remains profitable with capital efficiency. Ultimately, it needs to benefit from a home recovery and improvement spend, and that needs lower interest rates. He's patient.

It reports tomorrow. He expects 7% organic revenue growth because of stabilization in the business and a healthy pricing mix.

A cheap way to get into AI data centre demand.

Watch for the decline on revenues from China YOY, but the worse has been priced in already.

He expects a weak quarter on Thursday. Share prices are falling due to farmer incomes, which should turn around. Price crops should increase. Deere has controlled inventory.

The price hikes must stop at the theme parks and focus on getting more people into them. It's good to hold now, because of the valuation and streaming is more profitable than it was projected a year ago.