Tom Gardner

They're basically laying the cement for data centers and just made a great acquisition in Texas.

Their CEO, Joe Cotillo, who we also interviewed, one of my favorite interviews, really, I would say, in Motley Fool history.

Somebody who would put a $5,000 investment in the company back then would be sitting on over a half million dollars right now from that investment.

So that's somebody who's delivered excellence for the last decade, and I think he's gonna deliver great things in the next decade as the data center build-out continues.

And finally, in the riskiest across the continuum is Rocket Lab, ticker symbol RKLB.

New Zealander Sir Peter Beck founded the company.

He was building jet bikes when he was 11 in a remote area in New Zealand.

And he stuck with that vision and that passion throughout his entire life.

He's built a company now with about a market cap of $20 billion.

If you look at the valuation of Rocket Lab versus the S&P and most other companies across any market in the world, you're going to say, that is so overpriced.

But

Rocket Lab is a really exciting company to follow.

And I think even if you're only gonna buy a share, I think it's a good idea to be a shareholder of an exciting business like this that's so very well run and so innovative.

And in the first quarterly call, episode one, we had five stocks.

They've all done reasonably well.

I mean, the markets have done well, but I think we're happy with our first five stocks.

And so we're sticking with them, definitely.

I mean, these ideas that I'm putting forward, these are five-year holding periods that I'm suggesting for these companies.

And the companies are AbbVie, Bitcoin, Unity Software, TJX Companies.

and Kindrel.