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She likes the energy space. She expects a good quarter on Wednesday. Not the cheapest energy name at 10x PE, but likes the set-up.

AWS, retail and ads all accelerated in growth while profits hit a record high with operating margins of 13.7%. AWS contributes 61% of operating income and is accelerating rapidly. Has lots of momentum. Even if you cut the backlog in half, you still see outsize growth and market share gains. It gives her confidence in the AI space for Amazon.

Power regulation remains important to the AI story. Is a little expensive but they are turning around.

He sold half his holding yesterday before earnings, because this was priced for perfection after a tremendous run. Still trading around a rich 35x PE. Also, they suffer price increase on chips from Qualcomm. Apple still makes up 6.5% of his portfolio.

They've done well. She owns RY, and has exposure to other Canadian financials and US companies. Likes the group as a whole. She wouldn't be overweight at this level, as they're ultimately a leveraged bet on the health of the economy. Good news is that earnings have held up much better than many expected. She's still watching credit losses.

The interest rate story is more balanced than people think. BOC is holding rates at 2.25% and expects economic growth to improve (which we're starting to see). Lower rates can relieve pressure on borrowers and, eventually, revive housing and loan demand. Rates falling too quickly can squeeze lending margins.

Be selective in the space. RY has the broadest mix of Canadian banking, leader in wealth management and capital markets. TD and BMO bring more US exposure into that play. Likes the sector for earnings and dividends, but not as an oversized bet. Keep holding a balanced position.