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Is near a 52-week high. He wants yields to go lower. Money is coming out of oil and into precious metals.

It remains a bifurcated market. Most consumers will still dig themselves out of a hole, living paycheque to paycheque. The other consumers are driving the market and spending.

Prefers Microsoft to Meta, which are both off their highs by the same percentage. MSFT will monetize their AI faster.

The question was on the semi-conductor space. You need good quality companies and the right timing. You have to be careful in this and the memory space which have had a great run, some moving parabolically. Keep your involvement balanced through the percentage it takes up of your portfolio. You can use these stocks as trading vehicles and trim as they get too high.

No show today.