Travis Hoium

Is that a reasonable way to think about it, Jason?

This is one of those.

All right.

When we come back, we're going to get to the stocks on our radar.

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We'd like to end the show with the stocks on our radar.

Jason, you're up first.

What are you looking at this week?

Dan, does Twilio have a good AI argument because its name sounds like an AI?

Dan, what do you need to know about QXO?

All right.

What's going on your watch list, Dan?

Let's go with Twilio.

Oh.

All right.

That's all our time for today.