Emily Flippen

Toast almost seems like its value, and this is where I think you're right, if you get a phenomenal valuation for the company, they're just going to own restaurants.

Is that the right way to think about it?

Nobody's going to be able to come in and beat them at what they do best.

Lulu, let's have one more pick each.

What do you get next?

This is Salesforce being, AI is a bit of a tailwind, but not enough to be a disruption.

Sure, absolutely.

They were in a bit of hot water this week after one of their executives said, we lost $10 billion in market cap because of, I think, worry about an acquisition.

Now you can give us that market cap back.

When executives are looking at the stock price and the market cap that much, it weirds me out just a little bit.

Fair enough.

When we come back, we are going to talk about stocks on our radar.

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Before we go, I do want to touch on what's going on with Google and some of the advancements that they announced this week.

They announced that they are going to be incorporating Gemini into Chrome.

This is something that we could probably see coming a mile away.