Dan Caplinger

Rocket Lab is my pick for this space economy.

I like it better than SpaceX, even if they're both public.

$38 billion today.

I can't justify it today, but if they do what they hope to do, $38 billion is going to look cheap.

So high risk, high reward.

Travis, my last two, I'm going with one, Microsoft.

It's in the same category as you put Alphabet in, the beaten-down Mag7, unappreciated company.

I had good experience with Alphabet when Alphabet was out of favor.

Alphabet is now in favor and Microsoft has moved out.

People are concerned, I think, concerned about open AI status in AI adoption, concerned about Microsoft's ability to get its users to use its co-pilot AI program.

But I believe Satya Nadella has established himself as being able to recognize these cross-currents and navigate them and find a way through.

So I think that if you're looking at a Mag7 stock, Microsoft's the one I'm looking at.

And then Berkshire Hathaway, ticker BRK.

It's the biggest holding in my portfolio.

It never goes out of season.

It has some energy exposure, which I like.

We have recently gotten word that there is a Greg Abel put in the form of stock repurchases.

The company said it started making stock repurchases earlier this quarter for the first time in quite a while.

And so, that reassured shareholders that the transition away from Warren Buffett as CEO may not have the price disruption in the stock that people were worried about.

It often happens.