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Trades at only 15x PE and the turnaround is happening faster than expected.

She added more Netflix and is slowly adding to it. She only recently started buying it for the first time, because it was always too expensive in PE. They're not buying Warners, so their story is much simpler. There's 20% earnings growth, 12-14% revenue group as operating margins expand and resume buybacks. Trades at a not-cheap 29x forward vs. 35x historic. Is still well below highs.

After talking to tech CEOs, she doesn't believe AI will take over their business like PANW's but rather will get even more business as companies use more AI to code. Doesn't see the catalyst with PANW, but fundamentals are strong and product revenues and margins are growing. They will buy back $1 billion in shares. Trades at 10x price to sales (CRWD is at 25x). She will stick with it and will eventually buy more, though present weakness is frustrating.

She trimmed it, after rising 76% the past year and trading now at 29x forward PE (vs. Meta's 16x). It's vulnerable here.

Trades at 16x PE, so cheap, growing at 26% revenues and 20% earnings. Because of AI, Meta raised guidance for both numbers already. She may add at these levels.

He got stopped out of Meta. In late 2024, he bought at $560, $610 and $620, added more in April 2025 at $510, and most of his position was called away last August at $730 (before it rose higher), then trimmed late December at $656, in January at $616 and was stopped yesterday at $550. He made money instead of holding and losing 5%.

He just bought more at $160. Expects cybersecurity stocks to embrace AI and does not expect Anthropic to take over this sector.

Is a direct play on global infrastructure and energy demand.

The cybersecurities have re-rated down a lot from AI fears, but FTNT is still growing. Cybersecurity will remain important while this AI disruption still needs to be proven.

Is already overweight this name, which is -20% this year. Their business set has gone from cap-lite to cap-heavy. The market is digesting this and waiting to see what will be monetized, which they are starting to. If you don't own, this is a great time to look at it.

They're pricing power has been confirmed many times. He likes it a lot.

Power/energy remains the biggest bottleneck in the AI buildout, and this trades at 17x PE.

The technicals look terrible, with the 50-day moving average sloping down and could cross the 200-day into a death cross. But the fundamentals are terrific and the stock is undervalued. Short-term, there are no catalysts.

It was up on the month before, better than the market. Today's headlines of a rumoured regional bank buy (Citi denies it), gives you an opportunity to buy.

100% agree. The tone in the markets shifted in a way that's increasingly hard to ignore. The Iran conflict started as a backdrop, but is now feeding into how investors think about inflation, policy, and risk. Deadline for a peace deal with Iran is also weighing on markets.

Initially felt more like a recalibration. In the US you could see the adjustment unfold as oil prices moved higher, yields followed, and then equities (particularly the most-crowded growth areas). 

The path forward has inflation a bit stickier, and central banks have less room to ease.