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Regarding the SpaceX IPO he is interested but not a buyer since IPO's tend to fall from their IPO price. Historically they are down 20 to 25% in their first year of trading. He is not interested in buying on concept alone - there is lots of work to be done on a valuation basis. It is incredibly over-valued. For the same reasons he is not buying into two other big IPO's later in the year. He did buy Alphabet and Facebook, but after their IPO's, waiting for much more visibility of the valuation and fundamentals. As far as sectors go, Healthcare is at a 22 year low and there have been incredible advancements in healthcare. Industrials are also at a great valuation. Money flow is slow, even glacial, but it does flow into sectors with low valuations. Consumer Staples are over-valued.

It is largely mature in its North American subscriber base so growth is slow and that is their high margin area. The international base has growth but it is low margin. It is trading at a pretty high multiple of 40X earnings. It also has competition from elsewhere. People are moving more into shorts and this benefits YouTube which has twice the user base size as Netflix.

The entire model is based on efficiency, and self-driving vehicles would eliminate the huge costs of drivers. It has relationships with Waymo and other self-driving companies and has a big investment in this space. There is lots of opportunity. It has Uber Eats, freight and advertising and hasn't yet maximized on this. There are 185 million subscribers that use the app. They are growing into their multiple and trading at market value in spite of growth at a much higher level. Headwinds could be competition but this can be good for business.

It will split out into aerospace, etc. so wait to evaluate how this works out. It could go with others that split and then had a few surprises. Make sure your tax advisor has looked at this.

Homebuilders have been somewhat nimble and subsidized clients to offset some of the higher rates of mortgages. This eats into margins but balances out profitability with volume. The latest update by Lennar was not really upbeat with a reduced number of houses being built, However, cyclically the stars should line up for home builders. There is pressure to lower interest rates but nobody knows when. He feels it will happen sometime. He also feels that there are better opportunities in a company such as Toll Brothers that builds homes at the higher end level or a company such as Pulte that builds homes at an entry level.

It is held back by AI concerns> Go Daddy is trying to incorporate it but he is not convinced . One of his office staff was able to successfully and cost effectively use AI to upgrade their website. There's too much risk of their technology becoming obsolete. 

Produces non-invasive heart instrumentation for medical devices. It has been held back because It lost its organic growth mojo since its valuation was too high. The space is OK though.

The headwinds are pretty severe, The consumer is strapped along with a K shaped economy where 80% are at the lower end and are struggling. They make up the bulk of McDonalds users. There is also a strong move towards better eating habits, health consciousness and weight loss medications.

The question was on the semi-conductor space. You need good quality companies and the right timing. You have to be careful in this and the memory space which have had a great run, some moving parabolically. Keep your involvement balanced through the percentage it takes up of your portfolio. You can use these stocks as trading vehicles and trim as they get too high.

Stay invested -it has an upgraded Siri. The stock went dormant for a few years. Traditionally Apple has let other groups do the heavy lifting, then taken a more mature situation and running with it...eventually owning it. It did this with music, tablets and phones. It is the same with AI but Siri has been a disappointment. They say they will advance it by co-operting with Google to use Gemini. It is a larger and larger piece of the business (30%) and very profitable with about 70% profit margins. There has been an acceleration of revenue, earnings and cash flow but the market is just starting to react to this.

He loves the cybersecurity space but the stock has become very expensive. He advises to take a trading position and trim. It went parabolic a couple of weeks ago so they sold 25% at $758

It is an engineering firm in a variety of industries. Growth areas are utilities, communication services and pipelines. The gravy on top is data centre work. It has a very high backlog - off the charts with 60% more than one year's revenues. Also has a very strong growth rate and increasing margins. Its valuation is in line with other companies in their sector and the growth of its fundamentals has kept up with the stock price.

It is part of the consumer staples sector and is not popular since its products are not considered healthy, especially those with high levels of sugar. There are better opportunities elsewhere in the sector. There is a shift to more healthy products.

Software stocks are at risk because of AI. Some software stocks will do OK because they have been beaten down so much. He sold Adobe two years ago because of the AI threat. Adobe is trying to benefit from AI but you can do the same things outside of Adobe. The CEO and CFO are leaving and he doesn't know if their replacements have been found.