Matt Frankel

It's trading for about 50 times forward earnings.

There's the rapid data center growth.

Tyler and I, we've talked about the potential to lead the CPU shift and then the next phase of AI build out.

And they have a lot of extremely promising product rollouts coming later this year.

I think all 11 are excellent businesses.

Don't get me wrong.

Some are a little bit, let's call them frothy at the current valuations.

Yeah, we're fairly aligned on this.

I mean, I could see both ways.

I wouldn't necessarily buy this basket of 11 stocks today, but I also wouldn't bet against them in any form.

I mean, with AMD, for example, the one that I own and talk about, I can see a scenario where it's a trillion dollar company or even a $2 trillion company by the end of the year.

But I can also see a scenario where it gets cut in half.

If like one of its product launches doesn't go as well as expected, for example, I wouldn't necessarily call it a bubble, but it's definitely a fragile environment when it comes to the AI spending that we're seeing.

And not that it can't continue for years, even more than two or three years.

This could be a long-term trend for the next decade, you know.

How many of us called the Mag 7 expensive when we first heard that name?

So I wouldn't bet against them in any way.

I wouldn't call it a bubble, but they're definitely, you know, they need things to go well.

Yeah, well, I noticed a few common themes among them.

As you said, all three of the companies you just mentioned had very different performance.