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King of the hill in data analytics solutions, especially in AI agents. Likes it for trading options around. On Monday and Tuesday, he sold some puts tiered just under the strike price. He's looking to pick it up at a good price. If it does go lower, you can sell some calls on top of it. 

Has enough volatility that you can trade it. It is investable, too, but in the Trump era you need a stronger stomach.

Impacted not only by tariff rhetoric, but also because it's a very cyclical business. 12-month price target of $118.50, but with a lot of volatility in between. If you're underwater right now, write some calls; if it starts to approach the strike price, and you don't want to get called away, just roll the strike price up.

A year ago, everyone thought that AMD was the next best competitor to NVDA. Lost second place to AVGO. Production issues, as so earnings disappointed in February. Coming back, production for GPUs back in place. They'll come back.

12-month price target of $83.50, nice long runway. If there's a company that can disrupt payment or banking systems, it's this name. Very strong growth prospects. Agreed to buy Afterpay. February earnings missed on top and bottom, though they did increase guidance (probably due to Afterpay).

12-month price target of $380. Rolled over on all the chatter about recession and slower growth. January earnings were great, beating on top and bottom; raised guidance. He owns MA instead, mainly due to slightly better upside than V's 16-17%.

He owns MA instead of Visa, mainly due to its slightly better upside and longer runway. Upside in low 20% range.

12-month price target of $225.41. Amazing turnaround. New CEO is an engineering guy, who really understands what SNOW is all about. Leading cloud-based data platform provider; helps data move seamlessly, faster, and with less energy. February earnings blew it out of the park, then got tangled up in tariff rhetoric.

If you own it, absolutely hold. If you don't, sell some puts (and you want to get taken anyway).

Great runway ahead. Last reporting was fantastic. Has made a lot of hay with data centres and hyperscalers.

A new name in his portfolios. Out of Germany. Going back to the ecosystem chart from the top of the show, this name is in the second circle (software side). But it's also a hardware company. Massive, $152B company. His 12-month price target is $128.

One of the biggest suppliers (if not the biggest) of software for humanoids (robotics). Huge in healthcare and energy. Reported last Friday, did extremely well. Spinning off robotics division (ETA: Q1 or Q2 of 2026). Yield is 2.44%.

More on the hardware side in the robotics ecosystem. 12-month price target of $286. Massive on the programmable-logic controller side of robotics. Big supplier to ABB and other robotic hardware companies that do the mechanics. Hardware + software, and even security. 

February earnings beat on top and bottom, raised guidance. Only downside is margins are a bit skinny. Yield is 2.11%

Out of Zurich. Four business units: electrification motion, process automation, robotics, discrete automation. Hardware. Builds autonomous mobile robots, mainly on the industrial side. Reported last Friday; did tremendously well and raised guidance. Yield is 1.93%.

For the time being, Trump controls the stock market and only he can make it a good thing or not--and it's time to go all in on good.

Has been beaten down along with anything related to data centres, but was up 3.27% today. Its multiple has compressed so much that the stock is now cheap.

The former CEO was good, but no longer running the company. However, shares are not expensive now, -18% this year. That said, it's not the time to buy this (could fall further).

Today they delivered a rock solid quarter including beating non-GAAP revenues, and reiterated their full-year forecast and this quarter despite this volatile environment. It's enough to turn this stock around.