Tyler Crowe

There's no idea whether or not

Alphabet is ever going to be able to catch up to all these.

Then for the rest of the year, sentiment changed.

Everyone started thinking of Alphabet as the AI darling, they're the ones that have it figured out.

Now, I think over the past 12 months, they have been obviously the best performer in terms of stock performance of the Mag7, especially with those related to AI.

It'll be interesting to see if any of these companies

We'll probably change our mind four times by the end of 2026.

Coming up after the break, we'll do our traditional stocks on the radar.

As is our Thursday show, we like to head on out with giving some stocks on our radar.

Probably not in the MAG7, even though we did just do a lot of earnings reviews of them.

But I'm sure we got some other stuff to think about.

Matt, what is on your mind?

Be interesting to see if that actually does impact some of their most loyal customers who have gotten accustomed to picking their seats and not having to pay for bags.

But we'll see from there.

So for me, I want to go back to kind of the picks and shovels of AI infrastructure.

And I'm looking at a company called ION, ticker A-A-O-N.

And they are a HVAC company.

cooling, chilling, whatever you want to call it, facilities construction company.

Basically, they build a lot of these rooftop-style air conditioners, chillers, what have you.

Been very, very successful in working with big box retailers, hospitals, schools, things like that.