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Is a quantum computing play, Watson AI is a tailwind and Red Hat is monetizing as well as leading in AI.

It's not only about chips, but networking and software. Expects new highs.

You still have to see how they will capitalize on AI, but they are in the best position to capitalize.

Owns it for the data centre build, which is seeing huge demand.

Growth is higher than its historical, and there's capital flowing into this sector. Strong momentum.

There's an awakening in natural gas prices rising to $4. Strong momentum.

They've had a remarkable turnaround in reducing debt.

He bought this at end-April. The revenue growth looked good, but that doesn't seem like it will materialize. It can't reverse its downtrend since December.

Is a midcap pest control company in the sweet spot. Industrials lead YTD.

He bought it, because after selling it earlier and regretting it. The high-speed internet business is accelerating. The telecom space has been doing very well this year. TMUS leads in customer growth. Their niche business in telecom will accelerate. Free cash flow is growing 167%.

Is hitting 52-week highs. Trump wants more nuclear, and there has already been an upward trend in favour of nuclear for a few years that should continue.

They just had a blow-out number in retail numbers in China. They have a diverse revenue stream from various sports.

Their power delivery is up 58% YOY. 

He's owned this since inception. It benefits from AI tailwinds, and boasts 2% revenue growth.