Jordi Visser

Merck is maybe getting to the point where their expenses will go.

So what you've been seeing the last couple of years is a lot of companies that are all of a sudden benefiting, their multiples are going higher in places like salesforce.com, their multiples are coming down.

Chipotle, their multiples are coming down.

I can make the argument that all of the multiple compression names, it's been related to AI disruption.

Now you're starting to get the multiple names on the bottom that are starting to do well on this.

So I think between commodities, energy, and pharma and financials for next year, those are the places that may not be sexy for retail traders, but I learned with GameStock, they'll trade anything that can make them money and they should be.

Those are the places where I think the river is going to start flowing well.

And I just don't agree with Dan Ives.

I don't think the tech sector is going to be as easy as it's been in the last two years.

Yeah, I agree.

And this is actually an important point for people to connect one dot with.

So when we've talked about Tesla, when we talk about, well, now pharmaceuticals curing cancer.

I never did either, but look at the chart of Eli Lilly and just be like, well, that thing moved fast.

And that's a big, I mean, they're a trillion dollars now, again.

That's an amazing story.

The chart is an amazing chart.

The story is an amazing story.

You're talking about...

once you get to curing cancer, okay?

And when I say curing it, it doesn't get rid of it.