Jon Quast

I can take advantage of some opportunities when it knocks.

Yeah, my final four here was actually kind of easy for me.

I'm going to go with Amazon, Meta, Micron, and Rocket Lab.

Yes.

With Amazon, as you point out, it has pulled back, the valuation looks good, and that cloud business, it just continues to perform so well.

I like Amazon for that reason.

Meta platforms, we're going to talk about it in a moment, I think, but as much money as it has wasted at times over the last several years, this company is still just oozing cash.

It is being very shareholder-friendly, and that's with all of the things that it's wasting money on.

I think that it's hard for meta platforms to lose, quite honestly.

You look at Micron, I think that the current trends in computer memory, I don't think that it's late in the cycle.

I really think that this still has multiple years at least to it.

I think that Micron can make unprecedented money over the next several years.

Yeah.

What's so interesting, and I believe Matt Frankel, our colleague, pointed it out that gross margin doubled essentially year-over-year at this scale.

It physically cannot make enough

to meet the demands of its customers.

And while that persists, it is going to be generating incredible profits.

Now, it is investing some money to build some more manufacturing capabilities so that it can increase supply.

That's multiple years away.

That could really change the profit margin profile of the company in two years, maybe three years.