Brian Stewart

So I do think there's sort of a look of what the next big, you don't want to call it a fad or a trend, but for lack of a better word, the next big healthcare trend is going to be.

So I do think there's sort of a look of what the next big, you don't want to call it a fad or a trend, but for lack of a better word, the next big healthcare trend is going to be.

So where's the next growth? And everybody...

So where's the next growth? And everybody...

So where's the next growth? And everybody...

know whatever the your sort of political feelings on it everybody got the vaccine for covet everybody was um you know taking tests for covet and so there was sort of full saturation for those kind of things so what's the product that's going to tap into the broadest possible public adoption because obviously if you go through healthcare companies you're going to find a few winners you know companies that that had

know whatever the your sort of political feelings on it everybody got the vaccine for covet everybody was um you know taking tests for covet and so there was sort of full saturation for those kind of things so what's the product that's going to tap into the broadest possible public adoption because obviously if you go through healthcare companies you're going to find a few winners you know companies that that had

know whatever the your sort of political feelings on it everybody got the vaccine for covet everybody was um you know taking tests for covet and so there was sort of full saturation for those kind of things so what's the product that's going to tap into the broadest possible public adoption because obviously if you go through healthcare companies you're going to find a few winners you know companies that that had

an excellent test for a cancer drug or something like that. I mean, it's pretty easy to find big winners in the healthcare space. But when you're talking about the healthcare space in general, you kind of need those overarching themes that are going to drive the entire sector.

an excellent test for a cancer drug or something like that. I mean, it's pretty easy to find big winners in the healthcare space. But when you're talking about the healthcare space in general, you kind of need those overarching themes that are going to drive the entire sector.

an excellent test for a cancer drug or something like that. I mean, it's pretty easy to find big winners in the healthcare space. But when you're talking about the healthcare space in general, you kind of need those overarching themes that are going to drive the entire sector.

Yeah, Berkshire is always going to make headlines because people are going to look for Buffett's macro assessments. So it's not going to be the results of the company specifically, but more about what Warren Buffett sees generally for the market. So watch for headlines there. I think in terms of the healthcare conversation, I think HIMSS is a good...

Yeah, Berkshire is always going to make headlines because people are going to look for Buffett's macro assessments. So it's not going to be the results of the company specifically, but more about what Warren Buffett sees generally for the market. So watch for headlines there. I think in terms of the healthcare conversation, I think HIMSS is a good...

Yeah, Berkshire is always going to make headlines because people are going to look for Buffett's macro assessments. So it's not going to be the results of the company specifically, but more about what Warren Buffett sees generally for the market. So watch for headlines there. I think in terms of the healthcare conversation, I think HIMSS is a good...

company to look at just in terms of being sort of the low price direct to customer kind of company having kind of a different business model than a Merck or Pfizer. So seeing how its results are going, especially as we talk about weight loss drugs, and that's obviously a huge part of their business. So I think that that's definitely interesting.

company to look at just in terms of being sort of the low price direct to customer kind of company having kind of a different business model than a Merck or Pfizer. So seeing how its results are going, especially as we talk about weight loss drugs, and that's obviously a huge part of their business. So I think that that's definitely interesting.

company to look at just in terms of being sort of the low price direct to customer kind of company having kind of a different business model than a Merck or Pfizer. So seeing how its results are going, especially as we talk about weight loss drugs, and that's obviously a huge part of their business. So I think that that's definitely interesting.

Other than those names, NVIDIA obviously is the big one coming out. I think if you're talking about the AI trade, that'll be a good litmus test of how that's going. Especially look for commentary from them about DeepSeek specifically and growing competition in the AI space generally. Also, they might have something to say about trade concerns, both tariffs and restrictions of selling products.

Other than those names, NVIDIA obviously is the big one coming out. I think if you're talking about the AI trade, that'll be a good litmus test of how that's going. Especially look for commentary from them about DeepSeek specifically and growing competition in the AI space generally. Also, they might have something to say about trade concerns, both tariffs and restrictions of selling products.

Other than those names, NVIDIA obviously is the big one coming out. I think if you're talking about the AI trade, that'll be a good litmus test of how that's going. Especially look for commentary from them about DeepSeek specifically and growing competition in the AI space generally. Also, they might have something to say about trade concerns, both tariffs and restrictions of selling products.