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The AI trade is high-beta and is sliding today, but in the long run cybersecurity will continue to see high demand.

They missed their last quarter. He bought it the previous quarter. It bounced a little, and he sold it flat. The stock hit $410, but today is at $346.

It has a great run until earnings. The stock got ahead of itself. He didn't expect oil prices to rise this much, but ticket demand is there. Oil will remain a headwind, though.

Momentum broke down in Q2 and can't rebuild on first-half 2026. He is long energy names like this, but will have to sit on this. The risk lies in these stocks tied so closely to AI spending.

How the U.S. Fed will react to inflation. The market is pricing in a 25 bps rate increase, with more to follow. But he doesn't think inflation is as big a problem as the market perceives. The Fed's favourite metric is core PCE; its historic range is 2-3%. The Fed's target should be higher than 2% which is not realistic. The oil shock is driving inflation now, but indicators point to median inflation, which is good. Higher rates won't fix high AI spending and will hurt only poorer people.