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Has long owned it. They have strong pricing power. It really benefited from the World Cup. Is up 30% this year. Pay a 2.3% dividend.

The preferreds of Microchip give you a little exposure to tech and still get income of 5.75%.

30% of the names in this are at 52-week highs, but is not an overbought sector.

Not worried about it. Apple does well when everybody worries about capital spending, then doesn't well when there are worries Apple is not spending on AI. Whatever's in vogue.

Messaging from Scott Bessent yesterday is that they're buying back money because the US economy has a major fiscal challenge. This tells us that we have some trouble ahead. You're probably misreading the tea leaves if you don't take some money out of your growth names and pivot to some defense.

People looking at these massive capex numbers see the spend side, but want to see the revenue side. Seeing explosive revenue from Anthropic and OpenAI. He's starting to pay much more attention to the return on investment among the hyperscalers.

GPUs have a longer life cycle than people are expecting (9 years vs. an estimated 6). So the payoff period can extend much longer.