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He sold all his Micron last Monday and made a good profit. He bought it at $350. Do I want to be piggish and keep holding or take a profit? He took profits.

Trades at 20x PE, but has gone from huge free cash flow to low. But they have $200 billion revenue from their social media business, which is growing at 28%. It will probably return to free cash flow positive. The CEO will prove that he's focused on efficiency. It's the only Mag 7 stock she will buy.

Blackwell continues to outpace; demand is unbelievable and are now approaching $100 billion per quarter.

They execute. Their PE hasn't been this low since late 2022/early 2023. 

It's been a big train wreck of a year with conflicts on and conflicts off. If peace breaks out, funds that flowed into energy will exit amid profit-taking and flow to other sectors of the economy.

The under-appreciated risks include potentially higher interest rates in the US. That would put the Canadian dollar under pressure. Will the BOC have to defend that? There's a limit to how far we can allow our dollar to fall.

There are some issues with regard to the US labour market. Starting to see a bit of weakness in job creation. Participation rate is down. Average growth in hourly wages is marginally in the black. That could be a harbinger. Usually when the labour market rolls over it tends to be a bad signal.

By and large, US market's going with the theme that AI's going to take over the world. There's a lot of opportunity now, especially with cash reserves that people have from taking profits.