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Bloomberg reported that Meta is planning a cloud business to sell AI computing. Shares jumped 11% or $50. He had predicted $100 eventually, and shares have more room to run. Their enterprise cloud will be instantly profitable. The company is too focused on consumers and ads.

Software as a service stocks are enjoying a bounce, but it's temporary. This group needs to show quarters of strong earnings before truly rebounding.

Today, they reported a blow-out quarter and restructuring that will cut $3 billion on costs through 2030. But packaged goods still face headwinds in GLP-1 drugs, rising costs and shallow growth. Rallies are short-term only.

He sold this already. Doesn't see an earnings bump ahead. They didn't raise guidance. Was up 4.9% today, but doesn't believe in it. He lost a lot of money on this. Nike has too much competition.

Down 10.57% today. Has great earnings power and a low P/E.

Their semis capital equipment business is in a long-term bull market, because of the widespread chip shortage.

Was down 3.92% today and is negative for the year. It's nonsense to think that with lower gas prices that consumers won't need to drive to Walmart to save money on items. Trades at 37x PE and has fallen 26 points from its high.

He targets $100. He loved their last quarter.

He didn't recommend its IPO. Share were too hot, but have since fallen a lot to $160. They reported merely an okay quarter with disappointing margins. It has since partially recovered to $221.

If it reaches $175.50 before earnings, or 30% from the IPO price, it will unlock a tranche of stock, which worries him.

She blames US monetary policy for distorting the current market. The Fed Reserve has been too eager to print money for the last 20 years while the treasury has been too willing to spend big on stimulus. It's no longer true that the dollar moves in the opposite direction of risk assets and most commodities. Patterns: when Trump was first and sworn in, the dollar fell 15%; it also fell the next time he was sworn in, but later bounced when US companies repatriate their cash. Oil: In March when the dollar bottomed, oil soared. Any oil rally will cap at $80-85 for WTI, or $105 if the US-Iran war resumes. If prices keep falling, it will reach a floor of $57. Gold: When gold bottomed in mid-2022, the USD was peaking. In early 2026, it was the reverse. When gold sells off, it sells off hard, now down $1,500 from highs. Any relief rally won't last and gold will continue to fall.

Gold has room to fall and this could fall another 15%. See his comments about Carley Garner.

Is the only non-tech stock in the top 15 of the S&P, up 146% this year. Last Thursday at their science event, the company talked about emerging drugs in clinical trials, including entirely new categories of medicine. Oncology drugs are in late trials to treat melanoma, and forms of lung and bladder cancer. This excited investors. However, they're still losing money while EPS likely won't turn positive until 2029. That said, they're still working on personalized anti-cancer vaccines which will take longer. Shares have had a great run, but wait for a pullback.

Too speculative.

A great spec that he thinks will make money in two years.