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Co-Pilot is a show-me story, but Azure growth is real. Likes it under $400.

He bought more. Is not hurt by AI, but will profit from it. Boomers keep again, which is a tailwind.

He sold Wayfair. He was stopped out yesterday. He still loves the company. If the consumer slows down, he worries that home furnishings will be among the first to slow. The improved their margins. Numbers were okay.

Great fundamentals, but the stock has been beaten up.

He bought before earnings last week which beat. Shares jumped 7%. The froth was leaving markets in late January. But HECLA is volatile. Expect better cash flow as metals pricing rise.

Is really undervalued here and the technicals look great.

He sold GS, but will hold JPM, because it has less exposure to private credit/equity.

He sold due to concerns in private credit. GS has exposure to asset management, debt underwriting, and lending. Is up 35% the past year. Doesn't want exposure if the bad news continues. Is a cautious move to add more cash.

He trimmed this after exhaustion in the tech trade currently. He rotated into Microsoft which fell from $550 to $400. In terms of software, the baby is being thrown out with the bath water. He doesn't expect AI to show profit in the next quarter, but like MSFT long term.

He has rotated into Microsoft which fell from $550 to $400. In terms of software, the baby is being thrown out with the bath water. He doesn't expect AI to show profit in the next quarter, but like MSFT long term.

He just added it. NOW is two standard deviations below its valuation. He sees AI adoption as a complement, not substitute to NOW. It's time to start picking at names that have been beaten. This will be a winner. It now trades around 25x PE, down from 50-60x a year ago. He will add more if this falls further.

He bought more after their earnings miss and bottoming out. Long-term catalysts: US energy expansion, infrastructure spending and industrial capex spending.

They need a new PR firm. Messaging is important when you hold assets that are in question and don't price on a day to day basis. This is very different from public markets. It can be fixed. But he doesn't hold private credit.

Absurd AI fears hit all the shipping and logistic stocks last week. ODFL acted the best in this group, never getting near its 200-day moving average. They buy back a ton of stock. Are also hammering all their fundamental expectations quarter after quarter. Investments in trucking are paying off now. Traders can use the rising 50-day moving average as a pivot point, around $175. Investors can use $156-158. They just successfully tested their 50-day moving average.

It looks good ahead of earnings next week. If they report near expectations in revenues, margins in China and EPS growth, the stock should do fine.