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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.

The correlation between rising yields and rising precious metals has broken down. Precious metals are not a defense mechanism to an inflation spike. He didn't trust a modest gold recovery a few weeks, which turned out to be true NEM is his only gold holding.  

He added more shares. The cancer drug is but one in the pipeline, which has a lot happening. Great turnaround story, pivoting away from the Covid vaccine to the flu vaccine.

Still cheap at a forward PE over 9x. Have low production costs and are very efficient. They're the best in the Permian Basin.

They still have margin strength, still have 330 million subscribers and their ad-tier business will continue to accelerate. Also, their cash flow generation has been more positive. He gets it--slower engagement. But these positive drivers will accrete long-term.

It'll have to be more an integration than a competition. In the end, these are infrastructure assets. No matter how you do it, they still have to feed on the systems that are owned by the telcos, and which benefit those telcos. It's like streaming or the internet -- AI will increase traffic. The offset is that prices will continue to fall.

In the end, they mirror each other and work well together.

Stocks, both tech and non, are moving on the same headlines: new AI models, data centre construction or law or AI debates. If you're invested in AI, you're AI. If you're invested in non-AI, the narrative is whether you will be disrupted. PM Carney is making the right moves to diversify the economy (i.e. signing trading deals with Europe) and introducing tax incentives. The backdrop is the US trade conflict, housing remains weak as is the consumer. He sees great value in old-school compounders (strong market share, heavy cash flow, but companies, trading at multi-year low PEs).