Tyler Crowe

We just had two segments on it.

And it seems that almost every company has a big increase in revenue and profit.

It's tied to AI.

I'm relatively new to investing and tried to look to diversify my portfolio outside of AI stocks.

Very sensible thing for somebody who's new at this to look to diversify immediately.

My question is, what are some hidden gems outside of the AI world to keep an eye, help diversify my portfolio?

Thanks from Tyler.

So, John, I've let Matt go first for the other couple segments.

So I'm going to give you honors.

What are some of the companies when you're thinking non-AI stocks to diversify portfolio?

What are you looking at?

John, to your point about deckers, all I can say is I can see why they have gross margins like that when I end up buying my Hoka trail running shoes every once in a while from them.

So, yes, can confirm good pricing power on whatever they do.

Matt, what are you looking at for non-AI stocks right now?

You know, five is actually pretty good.

So we got Deckers, we got Casella Waste Systems, we got Trex, Berkshire, and Disney.

You know, that's a pretty good basket of non-AI players.

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