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It is a very crowded trade, but for very good reason. As we go through the show, we'll see that things are within 5-10% of price targets. This means that it's probably a good time, maybe not to sell, but to sell some calls against a name and make some money -- certainly against the Mag 7 (which account for over 40% of the market cap of the S&P 500). 

Still some pockets worth looking at. One area he really likes (and there seems to be movement toward it) is Edge AI. There's been a trend to Edge computing, getting closer to the devices out there. And you can do it these days with the computational power of the chips. It touches everything from smartphones to iPads to factory floors. Pretty well every generative AI stock out there has a considerable business in Edge AI.

They're not Blackwell state-of-the-art, but the next best thing. A year ago, they were the cat's meow. It's why NVDA popped up another 4% yesterday. Gives more legs to the whole AI revolution going on out there, with China being such a large market.

He was surprised, but pleasantly, as he's pretty overweight in the AI ecosystem.

Competitor to CSCO. Carved out a nice niche on proprietary product on the networking side, working around the ethernet. He bought some more this morning. Price target is only $112. Buy in thirds here around $106, $101, and $95-96.

He'd say this one. Everyone accuses them of being slow to get on the bandwagon with generative AI, but they own the device side and that's where they're going to make a lot of money. Thinks we'll see in the next 6 months that they get Apple Intelligence onto all their devices. 

His view of the price target is $240-250 this time next year, because then the AI offering will be in the marketplace. It should do quite well.

He trimmed a bit yesterday. 12-month price target of $514, so it's pretty close. He had a 7.5-8% weighting and brought it down. You can also write some short-dated (1 week, perhaps 2) calls. Doesn't see any catalyst until earnings come out.

Probably a good place to write some calls against it, especially as average analyst price target is ~$175. Over next few days, analysts will probably up price targets due to H20 chips being allowed to China. It'll be king of the hill for at least 18 more months. Should definitely be in your top 5.

Better opportunities elsewhere in higher-probability stocks. Very competitive business. He doesn't understand the analysts' price target average, and that's what lures people in.

Security, cryptography for applications, and blockchain. Relatively small company. His price target is $5, still good runway left.

Actually profitable. Very difficult to place price targets, as it's so small. He added more at the beginning of this week. For it to be commercially viable and scalable is the better part of 3 years down the road. He'd never have more than a 1.5-2% position.

Very difficult to place price targets, as it's so small. He added more at the beginning of this week. For it to be commercially viable and scalable is the better part of 3 years down the road. He'd never have more than a 1.5-2% position.

Very difficult to place price targets, as it's so small. He added more at the beginning of this week. For it to be commercially viable and scalable is the better part of 3 years down the road. He'd never have more than a 1.5-2% position.

TOI would be his choice, mainly based on geography in Europe (which is still expressing value) and its runway is a bit better. The strings for both are actually being pulled by the parent CSU.

TOI would be his choice, mainly based on geography in Europe (which is still expressing value) and its runway is a bit better. The strings for both are actually being pulled by the parent CSU.

Big into defense. Tactical wheeled vehicles for US and Canadian governments. Cement trucks, firetrucks. 12-month price target is $130, so it's getting pretty close. He'd try to buy it under $120, and under $110-112 would be a bargain.

12-month price target of $272. Ability to customize and quick delivery are what attracts defense departments around the world. Pick it up in thirds here around $262, $250, and $235.