Brian Stewart

What's top of mind for you?

Any good takes that you've seen about the notion of AI, the sector, what's involved in the sector, and what I guess investors should keep in mind?

Any salient takes?

Because there's just so much fear and uncertainty on one side, and then also just really strong belief that that sector is not a bubble.

The fall before the rise.

It seems somewhat similar to me in the Bitcoin world and the companies that were buying up, have been buying up.

Bitcoin, and this reckoning moment that may have come that may keep coming the volatility that may just be inherent in the sector.

What would you say to that like companies that have been when Bitcoin looks good they look like geniuses, and when Bitcoin is sliding.

you know, below certain levels, let's say 60,000, let's say 50,000 and perhaps below, then they start, you know, pointing fingers and laying blame.

What would you say, do you see any similarities between that, between the AI spending, between the, you know, getting into Bitcoin and then having these reckoning moments?

Yeah, yeah, winning answers for a lot in every category of the world.

What else would you add to the stock-specific or earnings conversations?

In the face of rapid change, don't underestimate the power of cheap chocolate.

Is that the takeaway?

Earnings next week.

Speaking of tried and true brands, we've got Coca-Cola reporting on Tuesday.

What else are you looking at earnings wise?

You've got some classics.

The Bezos overlap at Amazon and Washington Post, anything smart to say there?

Are you paying any, I might cut this out, but are you paying any attention to the Trump Rx and the Amazon pharmacy?