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They just launched the Muse AI agent for consumers, which is exciting, because they can directly sell products to their customers. Amazing. Had owned this a long time. Don't bet against them. They remain one of the cheapest hyperscalers and are still growing.

He sold half his position recently. At least they aren't losing market share. When gas prices are this high, people don't have money to eat out. MCD is disappointing.

It has tremendous buying power and they offer the consumer a buying experience. He added more shares this week. He does have concerns about China and tariffs, but doesn't expect that to happen now.

They certainly have an impact. But the market is heading into what tends to be the best time in the 4-year cycle. Just before midterms (end of October), and all the way through to the next presidential election, is the strongest period in the market cycle. Next year would actually be the strongest year of that cycle.

We're going through weakness right now (last half of September to the first part of October) where the market tends to be the most weak in a presidential cycle. After that it starts to accelerate.

These partnerships can be a good thing. When a big company gets embroiled with an even bigger company, he wonders about the possibility that the smaller company will be taken over. The partnership could last forever. Or the bigger company could just take the technology and run with it, and that would be his concern.