HLT

I like Royal Caribbean. I like Norwegian Cruise Lines, Celsius, Bloomin' Brands, ELF, Sweet Green, Airbnb, Hilton.

They are all attractive opportunities right now within cyclicals. Royal Caribbean, Norwegian, Celsius, Blooming Brands, ELF, Sweet Green, Airbnb, Hilton, Tesla, Nike, Las Vegas Sands, Uber, very interesting financials, Wells Fargo, Robin Hood, Sofi, Fizzer, Rue, Lemonade, Oscar,

Hilton, Tesla, Nike, Las Vegas Sands, Uber.

Again, looking out a bit, Airbnb, Hilton, um maybe a Las Vegas Sands, Uber.

Royal Caribbean, Norwegian Cruise Line, Celsius, Blooming Brands, ELF, Sweet Green Airbnb Hilton Tesla Nike Las Vegas Sands, and Uber. These are stocks that either benefit from the consumer getting stronger or the consumer getting stronger and the travel demand.

Cyclicals are going to be really good. Royal Caribbean, Norwegian Cruise Line, Celsius, Blooming Brands, ELF, Sweet Green, Airbnb, Hilton, Tesla, Nike

cyclicals, Royal Caribbean, Norwegian Cruise Line, Celsius, Blooming Brands, ELF, Sweet Green, Airbnb, Hilton, Tesla, Nike, Las Vegas Sands