Matt Frankel

There's some AI there.

I mean, the streaming side of the business is very AI driven, especially when it comes to their advertising momentum.

But Disney's cash cow is its in-person experiences and things like that.

You know, as someone who's been a fan of this company for a long time,

They're investing heavily in their parks, which was long overdue.

I think the market's kind of discounting the potential of getting a, I mean, everyone's talking about $200 billion in AI infrastructure spending and things like that.

They're spending $60 billion on amusement parks.

And just like a lot of the AI infrastructure spending, a lot of investors are having a tough time wrapping their head around that number and how they're going to get a good ROI.

But I really think they will.

So Disney is one that's on my radar.

So there's three ideas for me.

Hopefully that helps.

Yeah, first of all, I don't know how you can call this the AI11 without NVIDIA being included in the basket.

I don't know.

I know that they're trying not to have overlap, but even so, you can't call it the AI11.

So it's about time we had a new top stocks basket.

It seems like the FANG thing was so long ago.

The Mag7, it's been the market's gold standard for several years.

To really answer your question, I like the basket approach, but tend not to just include the stocks at the top when I'm forming a basket, whether it's fintech, whether it's real estate, all the things that I focus on.

Now, in recent years, it hasn't been the best strategy, if I'm being fair.