Latest Stock Buy or Sell? Make More Informed Decisions!

Based on polls, it looks like Trump will lose the House which will turn him into a lame duck president, then he will default to more executive orders. Meanwhile, central banks will keep raising interest rates. Yesterday, Google got hit, so the market is asking who will pay for AI. Overall, he's trimming and pull back, including Google after more than doubling, energy and precious metal.

A good company, but the issue he has with it is that the volume of copper in the data centres, which is causing a heating issue. That needs to be addressed. If you're ahead on GEV, take some profits.

Not a huge fan. The best days in momentum and share price and behind Uber. He doesn't see a moat, including self-driving cars. Take profits.

A decent company and one of the better European banks. But he doesn't like banks now, because they've run up too far. Take some profits.

He bought at $146 and trimmed it earlier this year. In mining, he prefers the royalties. FNV carries no debt and benefits from new mines coming online without taking operating risk. Historically, metals stocks get traded and do little, but in the past two years have moved up a lot. These stocks are vulnerable to rolling over here.

The problem is the operating leverage. AI is an issue--everyone is using AI to check their grammar and spelling when they post or write something. How much will you pay for that? The easy money has been made.

He trimmed it earlier in the year after making a huge gain. He likes their business, but has the narrative changed--and this applies to the other hyperscalers too. For new money, buy half a position now, after today's pullback. Is a high-quality company and he likes it.

It's always been quite expensive. The passive ETFs keep pushing names like this higher, and this won't change. The demand for semis remains high. TSM is a fantastic business.

Run by the best CEO in the semis business. Very acceretive acquisitions they made. The only thing he doesn't like is their valuation.

Has performed well. The rotation out of AI and oil has flowed into medtech. He will hold this for a while.

It's been hammered. He sold this as a tax loss. This won't get much cheaper as we head into 2027. He'd buy it in Q1. The rich don't get poorer in recessions. The entire luxury sector has been hit.