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There's still room to run in global stocks in this rotation period, shifting away from U.S. tech, because investors are adding up the costs and returns in tech--and it isn't adding up. So, the shift has been to the opposite: energy, just energy thrived in the sluggish 70s. Washington: How lame duck is Trump? We'll likely see a Democrat Congress, though who knows what will happen to the Senate? Probably, we'll see gridlock, which markets like. Markets would be more bearish if things shifted entirely to the left, because of tax policy. Trump lowered corporate taxes, but there won't be tax changes for at least 6 months.

She bought more. They report next week and she expects a strong quarter. AWS could accelerate from 37% growth last quarter to 42-43% because they have doubled their capacity; AWS is one of their highest-margin businesses. She expects margins to expand in retail. Trades at only 17x forward PE.

They report next week. AWS, the biggest cloud name, will show mid-30s growth, he expects.

Upgraded today with a price target of $180. It's an AI beneficiary, not victim, and can't be disrupted by AI. Investors are starting to agree with this point. 90% of the Fortune 500 uses NOW software.

The 18x PE may be pricey, but the PEG ratio is only 1.2.

It's suppose to be an inflation hedge, but the price has been going down. It's at a peak valuation. Can't say where the price is going. But gold doesn't pay interest, like a T-bill. From 2015-2023, gold moved sideways. He prefers buying stocks.