Lou Whiteman

Yeah, that's kind of how I'm thinking about it.

To be fair with Intuit, I'm not really thinking TurboTax as much as I'm thinking QuickBooks, but yeah, this is definitely something, these domains are areas that I'm worried about.

Yeah, I don't know if I want to call Zoom's most recent quarter a return to glory.

I don't know if I want to own a software stock that is growing revenue at 5%.

I mean, that's just not enough to do it for me.

With Workday, I want to be fair.

I think it was a perfectly fine quarter.

But, you know, I'm going to tap the brakes.

Management kind of bumping its chest a little bit saying, hey, this is our moment.

AI is great.

If you look at the guidance for the rest of the year, it could potentially hit its slowest growth rate as a publicly traded company.

So I don't know if AI is the catalyst that Workday is making it out to be.

But for now, it is doing fine.

Yeah, this week I am looking at one that is definitely off the radar, and this is Onto Innovation, ticker symbol O-N-T-O.

This is one that's already up a ton.

I wish I had brought it earlier.

It's up about 60% this year.

Trades hit over 100 times earnings.

This might be the most expensive stock I've ever brought to the show, but I do think it can outgrow its lofty valuation.

So what does Onto Innovation do?