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Market's getting a bit numbed by the whole thing, yet the market is still constructive. When he looks at the recent pullback, it's more of a consolidation rather than a rolling over.

It better! This name is the poster child for the AI revolution, and will reflect demand in that whole area. He's not that concerned about NVDA. Its product is completely sold out for the next 12 months. He shaved a bit when it was up around $140-145, and he bought some just recently. His position is now 5-6%.

Well-known to sandbag earnings and revenue. The most important part will be its forward guidance on demand for GPUs, the Hopper, and Blackwell chips. It's a big day.

He looks at it very constructively (whether or not you can believe the narrative on it), as it's propelled the AI revolution.

His 12-month price target is $228. Key player with the hyperscalers, but also gravitates over into the on-premises side of things.

Growth will come from the fact that identity access management is a huge player because of all the ransomware. Identifies both outside and inside players.

Another name he likes.

Rolled over after Trump said defense was ripe for cost-cutting. You could pick it up here around $91, but probably won't go under $80. The place to go for data analytics. 

Pendulum swings between hardware and software. With the infrastructure buildout for AI, it's also spilling over into the routers and switches from a name like this. Product not unique, but management makes the company stand out. 12-month price target of $123.

12-month price target of $8.80. Some acquisitions. Finally achieved $1B annualized revenue runway, which brought it onto more people's radar.

12-month price target of $188, so not much runway left. Digitalized-measurement type of company. Not much competition. Better companies with longer runways elsewhere.

Out of Europe, but previously out of Russia. Pretty fully priced. Full-stack infrastructure for AI-centric cloud platforms. Management knows their stuff.

12-month price target of $408, not much room to go. Instead, look at SentinelOne.

Like the teenager in the room in the cybersecurity space. Very big into identity assessment.

Last October, warning shock for chip investors. Cut 2025 guidance. He got out of the way. Lithography is a cyclical business. If you're still holding, sell.

12-month price target has a skinny runway of $36.50.