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It's actually pretty healthy, and that's what the market's telling us. If you go back 2 weeks, or even 1 week ago, the NASDAQ and the S&P went through support and looked to be going a lot deeper than just a 5-7% correction. 

But we got some good reports coming out of the AI ecosystem, and people got back on the horse. NASDAQ's gone up the better part of 800 points in the last week. Wouldn't be surprised to see some consolidation.

The whole unwinding of the yen carry trade usually takes some time to work through. So over the next couple of weeks we'll get some consolidation. In the last couple of weeks of the year, we could get a pretty decent rally.

Over the last 3 years it's been pretty phenomenal. But he looks at 2026 as having quite a change in leadership. 

For the better part of 3 years, we've had this whole compute infrastructure buildout. Certainly for AI -- data centres, cloud, and so on. Thinks what we're going to see in that space is a bit of a consolidation. People will be looking for optimization of what they have -- getting more money per dollar, per watt, and so on.

Going into 2026, there will be a sea change. A bit of a rotation in the tech arena. You're definitely going to have (and already starting to see) a lot of autonomy coming on. For example, in the likes of robotics and software agents. But you'll also begin to get large-scale industrial deployment. 

Finally, you'll start seeing AI through the economy and through companies. It'll start with the large ones first, as they have the deep pockets and have been able to spend the money. Then it will broaden out to medium- and small-sized businesses. We'll be seeing tangible economic gains in these companies. That's going to be a big deal for 2026. Already seeing it in financials, healthcare, transportation, and entertainment.

Usually cyclical. But demand is very strong from those involved in AI, data centres, and the cloud. Looks as though the run will extend. He has a 12-month price target of $286, still a decent runway. 

Likes it for trading in and out. Recently got back in. 12-month price target of $164. Between its screens and networking, it's a good play within the whole AI infrastructure and networking space.

Downtrend due to there being a lot of other consumer credit companies that are better on the digital side. They will transition, and he's watching for them to get more digitalized. They're trying, and they do have some offerings. 

Struggling with integrating AI, as is Mastercard. They've implemented it for the betterment of their own business model, but they haven't yet done it for the customer's experience.

Had a good run, and pretty well-priced at this stage. In USD, he has a 12-month price target of $174 (today trading ~$157). So it's within 10%. Normally when a stock gets within 5-10% of target, he starts to write some calls on the position but still holds on. 

Make your calls short-dated (1-2 week), with a strike price of around $175-180. You get some pretty good premiums, because the volatility's pretty high.

In quantum, but more skewed toward security. Very cutting-edge mousetrap, which will be applicable in the whole quantum computing space and even into the crypto side of things. He'd recommend holding a 1-1.5% position in your portfolio; keep the position small because it's a small cap. 

As it appreciates, you can take some $$ off the table; as it dips, you can buy in. It's going to be around for quite a while.

Remarkable job pivoting to defense. Thankfully a lot of geopolitical conflicts around the world have eased, but that's why the stock's probably come back down. Keep a core position, perhaps 2-3%. As it goes up toward $5, take some money off the table. When it goes down, buy the dip.

Key player within cloud and data centres. Cloud-based data storage with analytic solutions on top. Like a DDOG, but allows companies to manoeuvre more efficiently through the cloud. Owns it, but it's rich. His price target is ~$260-270. 

He'd buy in around $246 and definitely just in front of $231-233. Your final third would be ~$215-220, at which point he'd absolutely recommend.

Pretty volatile chart over the last year. Definitely a buy here. Borrowed a lot for its AI investments, but it'll work through all that. People will look back and see it as a great buying opportunity. Whole suite (much like MSFT) that will just balloon next year.

Really excelled. They control the "pipes", and now the chips (via Tensor, though it's more for software than hardware), and the eyeballs on screens. They have it all. He's trimmed only because his firm never puts more than 10% in any one stock.

It's a small company, so it's numbers pale compared to the billions of the likes of MSFT and such. Took a 40% haircut because everyone's worried about it. But it's cheap now, compelling valuation of 14% cashflow for 2026 and 4x revenue. They definitely have leadership in the no-code arena. He recently added more.

Pretty good runway ahead. His price target is $111.50. Upside will come from geographic expansion. For example, he was just in Delhi, and Ubers are everywhere. Recent lift came from partnership with Hyundai on robotaxis (those will be a big deal, probably in latter half of 2026).

More of a pure play on connections within the data centres and the cloud. His 12-month price target is $164, so a decent runway ahead. If you don't own it, pick some up today around $127, another third ~$120, and the final installment ~$110-115 (but he's not sure it'll get there).

Doesn't this remind you of Berkshire Hathaway, when the patriarch steps aside? He lightened up when it went through $3500, and would love to get back in. In situations like this, he finds that you need to go through a couple of quarters and just see how it's performing. Fantastic company.