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People think Elon's been hanging around the White House a bit too much, taking his eye off TSLA. Elon's done a great job building out and leveraging this clean-energy company. More of a trading stock. 12-month price target of $410.

Significant footprint in NA, Europe has taken a backseat, still pretty strong in China.

Might be carved up, looking for new CEO. 12-month price target of $27.50. On the foundry side, competing with TSM which has very deep pockets and a 55% market share. It's still in play, so he still owns it.

12-month price target of $400, good runway still. Has really monetized the application side of AI, the golden goose that everyone was aiming for. Should report in next couple of weeks.

12-month price target of $128.70, clear runway. Cyclical. When out of favour, that can last for quite a while. AI revolution gives quite an appetite for its products.

Recent concerns over what was going on in China and DeepSeek, and everything rolled over. Supply-chain solutions around the world. Still good runway to price target.

Claim to fame is it's one of the leaders in identity and access management. Cloud-based software solution. Allows developers to build ID controls into apps and websites. 12-month target of $102.25. Buy here around $90, at $86.25, and shouldn't go below $80.

Loves this stock. Coincidence that it's also reporting today. Thinks revenue will be slightly above what was guided. Invested in so many businesses from having made so much money. GPUs, professional visualization, automated driving, AI deployment and data centres. 12-month target of $175. Yield is 0.03%.

Undisputed leader of semiconductor foundries. 51-52% market share, which it will maintain due to its huge economies of scale that competitors can't match. Very deep pockets. A bit cyclical. Yield is 1.4%.

12-month price target of $193. February earnings report beat on top and bottom lines, guided higher. PE of almost 100x, expensive, but good runway ahead. No dividend.

Fuel prices are now low, there's no labour contracts up for negotiation and plane travel demand is high. Also, the PE is now attractive. His pick is DAL in this space. They will probably earn $7.50 this year and $8.50 next. Make sense to put a 10x multiple on it.

He's overweight healthcare and within that is overweight biotech and pharma. There's a reversion to the mean after a brutal election year, but that's always the case. Relief comes when presidential policies are not as dire as expected. These stock have tremendous valuations and pay good dividends and there's growth with aging demographics.

He thinks NVDA will move 10% to the upside, and yes this is a pivotal moment. It's hard to see demand falling off. It trades at 30x forward PE with net income growth and EPS growth over 100% YOY, with forward projections up 50%. At 30x forward PE and that projection, NVDA is very attractive. True, stocks can always go done, and in the past quarters, NVDA announces fabulous earnings and the stock has gone down. So, how NVDA trades tomorrow and Friday doesn't matter. Given this valuation and insatiable demand, he'll take that 10% higher.

We think it is somewhat attractive. The balance sheet is fine. The dividend is nice. Good earnings growth is expected and its industry positioning seems secure with China restricting some metals. We would like a better valuation than 24X earnings, but otherwise we would consider it a decent small cap with income.
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The stock is now flat for the week; the white paper outlines the opportunity in low power IOT technology, but this is not really new news. Following the stock's big rally in the past year, we would consider it a HOLD. With its small size and low revenue base there is still plenty of risk here. 
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LMND has done well, up 58% in the past year. But it is fairly small, losing money, pays no dividend and is risky/volatile. We do not have anything against it really but it is not a conservative stock and it depends on an investors' profile. We would not see it as a need-to-own name. 
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