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Re: the safety debate and the European ruling, it doesn't impact her thesis on Meta. To her, Meta remains a huge cash-flow generator, earnings growth is significant and they're past the safety issue. 

Trades at 14x PE, has over 20% earnings growth ahead and you can hold this forever.

Is very bullish oil for the rest of the year. We'll be refilling inventories for quarters to come. Who knows when the US-Iran war will end? Oil stocks will make a lot of money. 

It pulled back after a failed drug trial for a heart treatment. It's a good company with a full pipeline. This is a buying opportunity. Pays a good dividend. This space does well regardless of where rates go.

Shares are down on a profit warning due to higher fuel costs. He bought this in late July and is down. It's troubling what the CFO said about high diesel costs, caused by the war. Don't buy no. 

He bought more Apple, and he keeps buying it. Since reporting, there was a big sell-off and a series of higher lows. The stock has recovered all it lost, post-earnings. So, he is playing the strong momentum and waiting for it to break the all-time high of $345.

Among the big tech CEOs, Zuckerberg will be the best at navigating the AI trends.

The act is unlikely to pass, He has yet to see a realistic use to cryptos, which will remain purely a trading vehicle. Some will question why they support Trump through cryptos; Trump has made a lot off cryptos.

Big news came out over the weekend that's affecting stocks this week. Initial reaction was that people were scared that AI development is not going to continue, and companies won't continue investing and innovating into the frontier models.

Those concerns are misplaced. What's going to happen is that we're going to be a lot more careful when introducing these models in order for them to be secure and safe for the public. There will be a little more investment in cybersecurity, and a bit more review before models come to market. But, ultimately, it won't affect the pace of development.

The key will be to come up with a pre-agreed standard that companies apply and screen for. Not sure it needs to be regulatory oversight.

Doesn't see any sort of slowdown in development, especially in hardware investments. Over the past year, dollars have shifted from the big data centres and more toward distributive architecture. We've gone from a model-training era to an agentic era. The big dollars are being spent on inference and using these AI systems. That will continue.

Even if there are regulatory changes on the model side, the application and adoption side are still in very early innings. That's where she's looking for opportunities.

Important for people to understand that the AI trade is not trading as one thing anymore. You really need to pick and choose the areas you want to be invested in. The fundamentals remain very strong and we're still in the very early innings of adoption.

Doesn't own any at the moment. Reason is because her firm tries to generate alpha, and they usually find it in companies that are between $10-100B in market cap. But her team follows them closely because they set the tone for the rest of the infrastructure spend.

If you look at the 3 biggest hyperscalers today, the best position is probably in GOOG. Doing lots of internal development and investment in its AI models. Gemini is lagging Anthropic and OpenAI, but it's a close third. GOOG is really at the forefront of innovation, especially compared to the other 2 hyperscalers.

AMZN is well-positioned because of its partnership with Anthropic. In third place is MSFT, which really hasn't come up with a differentiated strategy.

If you look at the 3 biggest hyperscalers today, the best position is probably in GOOG. Doing lots of internal development and investment in its AI models. Gemini is lagging Anthropic and OpenAI, but it's a close third. GOOG is really at the forefront of innovation, especially compared to the other 2 hyperscalers.

She owns no hyperscalers right now.

AMZN is well-positioned because of its partnership with Anthropic. In third place is MSFT, which really hasn't come up with a differentiated strategy. With the selloff in hardware any of those three is at an attractive entry point, with GOOG definitely first, followed by the other two.

She owns no hyperscalers at the moment.

An interesting name to put on your radar, as energy is one of the biggest bottlenecks for data centres. Capacity sold out to 2030, so any earnings surprises will come more from margin improvement. (Doesn't expect a beat on topline.) Definitely a critical provider to the buildout.