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They report Wednesday. Is a growth machine. He expects top and bottom beats and higher forecast. Executed well at EPS growth the past 4 quarters at 211%.

Is excited with their software pivot. Have $12 billion in free cash flow, fueling $9 billion in buybacks. Dividend is small, but will rise.

It's a show-me story: need to see them monetize AI. They have tremendous power to get in front of everyone, though, because everyone uses them.

Bought it yesterday heading into earnings. They disappointed a bit because of rising expenses, but you can definitely buy in dips. Is still up 20% this year. They will continue to pay off debt as they buy back shares like crazy. Pays a nice dividend.

Likes what they're doing with Elon and bringing satellite technology to every phone. It will continue to move higher.

Is -11% the past month. He trades this constantly. This is more volatile than most names. Looking forward, he is positive their power generation and autonomous robots. Likes it long-term. 

They generate $110 billion in free cash from services to buy back shares. Eventually they will get AI right. He trades this like crazy. Very positive.

It continues its record rally today. Last night, they increased their dividend by 5%. It's the cheapest Mag 7 in PE and have delivered strong. They've bought back $44 billion of shares in the past year. Massive free cash flow. He hopes there's a stock split.

60% of EBITDA comes from Macau, which is recovering; she's bullish here because LVS has done a ton of renovations that completes this spring. Trades at 11x EBITDA vs. 14x historic. Is -20% the past year.

Housing has a long way to go, but was up in Q4. She will take any improvement. They have very easy comps. 

They're in the second inning of their turnaround, and shares remain cheap. Expectations remain low.

It took a long while for her, but shares now keep rising. Hold, don't chase it now.

She sold Z-Scaler to add more PANW whose products are better. PANW is transitioning to offer more platform services. Shares have been lagging the past quarter, trading at -14% to peers, yet growing revenues 15% in coming years. Free cash flow is 37%. This and Crowdstrike are the tops in cyber.

Is -7% the last month, a weak year so far. At a 34 RSI and is very oversold. They guided revenue at +16-17% this year. If it reports that next Thursday when they report, this is a good set up.

Operating income in Q4 +5% to $2.5 billion. Was held back by tariff talks; tariffs will hurt, but they have room to move with better volume and pricing. He targets $275.