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It's a 2027 story on compute which will enjoy great tailwinds for the rest of the year.

The US doesn't recognize TFSAs the way it does RRSPs. So you can hold ETFs in your TFSA, just make sure you know which ones serve the right purpose. Stick to the mainstream ETFs such as XIU, XIC, and S&P 500 ones.

He's been getting a lot of questions about covered call strategies. The attraction of a very high yield has interested a lot of  investors. But you really need to understand your objectives as an investor. 

If you're looking particularly for income, and tax-efficient at that, covered call strategies can make sense. On the flipside, they tend to underperform the underlying securities in a rising market. You earn a premium from the options, but you get struck out as stock prices reach those option prices.

When markets are falling, covered calls can provide a bit of a buffer. They can give you a better return than the underlying securities. In a falling market, though, you probably want to be out of that security altogether.

So it really depends on the goal of the portfolio. For long-term growth, just buy a regular ETF with equity exposure. If you're looking for income in a taxable account, then you could consider covered call strategies.

In a balanced portfolio, there is an opportunity here. He tends to stay shorter on the curve. Bonds for utilities, pipelines, and financials have really attractive bond yields. A good time to lock in, especially in Canada because the odds of an interest rate cut are significantly higher over the short term.

Non-tech companies that will integrate AI are used to using their existing software. They want AI to enhance their software as opposed to tucking in something entirely new. The software rebound is real.

He's not convinced that software has rebounded. Instead, he's waiting for the next reports from Salesforce, Oracle and Adobe. A year ago, software's woes began with Oracle, then trickled down to Adobe and others. Oracle is the #1 problem child, but wants to hear good things from all three to change his mind.

Duration bonds are a great way to grow core safely. They haven't kept up with inflation though. For cash flow, long-duration bonds have been horrific for investors. But use covered calls--gives you equity exposure and create a 7-9% annual yield--if you seek cash.

Demand for their energy is strong from the data centre build.