Brian Stewart

both players within the space about consolidation as AI becomes more important, and then also what the administration is going to do.

both players within the space about consolidation as AI becomes more important, and then also what the administration is going to do.

both players within the space about consolidation as AI becomes more important, and then also what the administration is going to do.

I think it's still up in the air. Generally speaking, the Trump administration was viewed as pro-business, low regulation. But obviously one of his other tenants is kind of a nationalist bent, a protectionist bent with the tariffs and immigration policy. So...

I think it's still up in the air. Generally speaking, the Trump administration was viewed as pro-business, low regulation. But obviously one of his other tenants is kind of a nationalist bent, a protectionist bent with the tariffs and immigration policy. So...

I think it's still up in the air. Generally speaking, the Trump administration was viewed as pro-business, low regulation. But obviously one of his other tenants is kind of a nationalist bent, a protectionist bent with the tariffs and immigration policy. So...

While it might look the other way in terms of general antitrust concerns in terms of dealmaking, the foreign aspect of parts of this deal might be problematic. So that's why I think it's a good test to just sort of see where sentiment actually lies within the administration.

While it might look the other way in terms of general antitrust concerns in terms of dealmaking, the foreign aspect of parts of this deal might be problematic. So that's why I think it's a good test to just sort of see where sentiment actually lies within the administration.

While it might look the other way in terms of general antitrust concerns in terms of dealmaking, the foreign aspect of parts of this deal might be problematic. So that's why I think it's a good test to just sort of see where sentiment actually lies within the administration.

Yeah, I think Alibaba is one to look at. It was only up 6% in the past week, got a mild boost after its earnings report. It's up 7% post-earnings, but that was after already running up significantly in anticipation to the earnings. It was actually up eight sessions in a row in the days running up to earnings. The earnings announcement is up 67% since mid-January.

Yeah, I think Alibaba is one to look at. It was only up 6% in the past week, got a mild boost after its earnings report. It's up 7% post-earnings, but that was after already running up significantly in anticipation to the earnings. It was actually up eight sessions in a row in the days running up to earnings. The earnings announcement is up 67% since mid-January.

Yeah, I think Alibaba is one to look at. It was only up 6% in the past week, got a mild boost after its earnings report. It's up 7% post-earnings, but that was after already running up significantly in anticipation to the earnings. It was actually up eight sessions in a row in the days running up to earnings. The earnings announcement is up 67% since mid-January.

Post-earnings boost came with strong AI-related revenue, and that's been the hope over the past month is that those results would sort of fulfill the promise that the company would show a big boost in AI. And so since that was fulfilled, there was no letdown after the huge run-up ahead of the earnings. I think that's a good sign, again, for the AI trade that there are still pockets remaining

Post-earnings boost came with strong AI-related revenue, and that's been the hope over the past month is that those results would sort of fulfill the promise that the company would show a big boost in AI. And so since that was fulfilled, there was no letdown after the huge run-up ahead of the earnings. I think that's a good sign, again, for the AI trade that there are still pockets remaining

Post-earnings boost came with strong AI-related revenue, and that's been the hope over the past month is that those results would sort of fulfill the promise that the company would show a big boost in AI. And so since that was fulfilled, there was no letdown after the huge run-up ahead of the earnings. I think that's a good sign, again, for the AI trade that there are still pockets remaining

where that has not been baked into the stock price yet. There were a couple of downside earnings reports in the past week. Bedtronic was down. It fell 7% on its results. It's basically flat over the last 12 months. It beat on its earnings and missed on revenue. Investors feel that the bid to high single digit growth rates that the company's been showing are disappointing.

where that has not been baked into the stock price yet. There were a couple of downside earnings reports in the past week. Bedtronic was down. It fell 7% on its results. It's basically flat over the last 12 months. It beat on its earnings and missed on revenue. Investors feel that the bid to high single digit growth rates that the company's been showing are disappointing.

where that has not been baked into the stock price yet. There were a couple of downside earnings reports in the past week. Bedtronic was down. It fell 7% on its results. It's basically flat over the last 12 months. It beat on its earnings and missed on revenue. Investors feel that the bid to high single digit growth rates that the company's been showing are disappointing.

It's kind of sluggish growth. And honestly, the stock has been in the doldrums for a long time now. It came down during the pandemic as people pushed off. It's a medical device company. And so as people pushed off some surgeries because the medical community was obviously focused on COVID that cut into its revenue and it hasn't been able to recover yet.

It's kind of sluggish growth. And honestly, the stock has been in the doldrums for a long time now. It came down during the pandemic as people pushed off. It's a medical device company. And so as people pushed off some surgeries because the medical community was obviously focused on COVID that cut into its revenue and it hasn't been able to recover yet.