BUY HEAVY! The ONLY 5 Stocks We’re Both Buying

Hey, Bow Tai Nation. A very special video for you today. It's hard enough to find one stock to buy. Finding five stocks that two investors agree on for a portfolio. That's like inviting your ex to your wedding as your plus one. There's going to be a fight. So, I'm challenging Ross Given to bring his best five stocks to buy right now. Ross is a 20-year market veteran and a former JP Morgan VP of investment management. He's breaking down the big trends, the market opportunities, and the stocks to buy on his channel there. Welcome, Ross. Thank you for coming on. I want to get right into that idea, the big picture trends where where you see the biggest opportunities before before we target those stocks to buy. >> Yeah, and thanks for having me on, Joseph. Big fan of your channel as well. So, uh, good to talk to you in person. Yeah, and that's the big thing with trading, right? I mean, we we we can dial down the specifics and the chart patterns and how to get real precise with your buys and your sells, but if you're targeting the wrong stuff, you're just swimming against the current, right? You're going to have a difficult time. So finding those big trends for example we called gold back in 2024 and that broke breakout started and you throw a dart to the gold mining sector and you did well. Um right now I think some of the big areas obviously AI is run but we're seeing you know moves in copper we're seeing moves uh uh in in the inflationary trade and some of the stuff there. So um I think there are some big trends playing out. There's also some big trends that are finishing, right? And that's that's becoming very apparent, especially just last week, we saw the big uh uh uh uh pullback in a lot of those AI infrastructure names. We saw Leopold's fund get liquidated, you know, the SanDisks and the microns falling 30 40 50%. So, um definitely time to find some new opportunities. So, I I welcome the chance to get in front of you audience here. >> Great. So, I like that that we're going a little bit outside of the typical, you know, AI stocks, stock picks, things like that. So, outside the normal trends, finding those little bit longer, more durable trends, let's talk about the stocks now because we got a challenge here, an idea I got from someone out there in the bow tie nation, a comment to find the five stocks that both of us would buy. So, we're going to each pitch our favorite stocks. Here's the catch, though. If we don't agree on a top stock that it's one of our favorites, too, it doesn't make the list. Let's get started with your first stock there. >> All right. So, I'm going to start with Freeport Macaran, ticker FCX. Now we all know AI has been the trade of the decade we've seen the runs in the semis we've seen it in the infrastructure we've seen even the nuclear last year as a power source but regardless of who wins whether it's clawed whether it's chat GPT whichever model whoever use it best the fact is all this stuff has to get and it's easy to get too focused on the exciting stuff the robots and the the the AI models and forget about the physical right this stuff has to be built the data centers have to be constructed no matter who does it and copper is a huge component in what I don't think a lot of people realize is there is a big projected shortage in the copper market and this is happening at the same time when demand soaring and estimates say AI alone could boost global copper demand by 50% by 40 and this is not something we can just ramp up production it's a real bottleneck because unlike crude oil we could just drill more drill you know these these copper mines are a huge undertaking they 15 to 20 years to get one up and running. Even if we started today, we wouldn't have any meaningful copper additional output anyway to the late 2030s. And to give you an idea of how big this demand is, Amazon Web Services, which is obviously the biggest server on Earth, they signed a direct supply deal to resurrect a dead copper mine and lock up all that supply. So here you've got the best logistics company on earth saying we're not sure we'll be able to find the copper. We're going to get Rio Tinto to bring an old mine back and and buy all that demand. So I think there's a huge huge uh demand for copper. EVs use a bunch of it. Robotics is going to use a bunch of it. We're electrifying everything. The grid needs updates. Uh and you know supply is pretty much inelastic. You take something like gold. If gold goes to 68 $10,000 an ounce, all right, you don't buy the necklace. if you don't buy the you don't not build the data center because gold went from six or copper went from $6 a pound to eight and so this to me is a monster tailwind I want to show you I'll show you a quick chart here to get your input on this because I know um uh you're more fundamentals guy but I'm curious your view I I lean heavily into the tech technicals so this is this is copper futures and typically what you see in these super cycles get these big opportunities is when you get a huge run in price. So in this case, let me turn the move went from, you know, 4.5 a pound to 6 and a quarter big big run and then you get these little consolidation where the supply is being sucked up and the buyers are getting in and it's kind of tightening like a like a coil spring getting ready to release. Now this happened right as things were escalating with Iran. So I think it's been held back a little bit, but we've got sort of like this base on base consolidation forming here in copper and it's just part of a macro tailwind. So copper obviously looks very good. You take a look at FCX very similar and this is just what we see in these trends. We see a big move higher, period of consolidation, a move higher, a period of consolidation, kind of that stairst step pattern we see in stocks. And FCX to me has been sitting there just absorbing supply uh as institutions build positions for all of 2026 and it's going to be I think a big winner as copper prices rise. Uh and so anyway that that's my that's one of my FCX, but I'm curious your your thoughts on it. >> Sure. I like it. You know, it's one of the purest large cap plays on copper. Not only do you have the the rise in demand from copper which is not just critical for AI infrastructure but for the whole electrification manufacturing and reshoring uh for so many trends that it is going to be you know underlying strength on that but then you've got the leverage on a a minor itself. So FCX management can leverage those copper prices up higher into higher higher earnings. Worldclass giants like that Grassburg, the Server, they uh uh projects which like you said are impossible to replicate at this point. They are so massive. It takes so long to to start a new field and uh and you see like you said Amazon actually trying to bring dead assets back to life. They are so they are so valuable right there. It's got just this massive scale helping that lowcost production, the earnings growth. Surprisingly, after a 58% run this uh in the price this year, it's not terribly expensive. 20 times this year's uh price this year's earnings expected, you know, 5-year average is about 21 as high as 35 times last year. So, I do see that that recent consolidation that that I think is a lot of those macro fears around the economy around a slowdown uh that are just building up and as we see those trends keep on keep on building. I think this is going to keep on going. you know, you've got a forecast for another 30% profit growth next year to $4 a share. So, you just take those those normal valuations and the uh and just leverage the stock higher. >> That's right. Yeah. And if the again, if the price of copper rises, those climb very quickly. You got to think it's it's operational leverage. If it cost you three bucks a pound to get to to to mine the stuff and you sell it for six, that's a $3 profit. If it goes up 50%, your profit goes up 100. Why? these miners can extreme versions of the price of the so if we're right on the price of copper everything you know the demand uh uh supply and demand dynamics play out the way we're expected I think we got a big but that's it easy you said yes my first pick I feel good falls falls right into place we got one on in the books right now mine I got to go with my favorite company and my favorite long-term growth trend that's cyber security might not be as sexy as AI but like Thanos this is inevitable overall tech spending to cyber security grows at about a 12% clip that's not exciting but that is accelerating with the threat of AI and in a lot of the segments a lot of the segments Crowd Strike dominates in are growing even faster 20 30% a year in fact Lee Clarich that's a head head of product at Palo Alto Networks P&W warned three to five month there's a 3 to fivemonth window for companies to get in front of this coming AIdriven boom in cyber attacks we're already seeing that Palo Alto was one of only two cyber security companies to get that private look into that anthropic mythos model before it was released to see the dangers there. Guess who was with the other country, the other company? Crowd strike, right? CRWD. And what's with that warning? That was three to five month clock for companies to protect themselves. Started ticking probably about two months ago in May. Uh Google just last month stopped a massive attack from AI, a mass exploitation event they're calling it. It warned hackers already using these available tools to exploit the software. Even Apple, which is long believed to be an unbreakable ecosystem, has warned that mythos is coming and and it's already found that weakness hackers could exploit of CrowdStrike leads in some of the fastest growing segments of cyber security including cloud endpoint, its own agentic with its Charlotte AI cyber security quickly becoming the standard in the uh in the industry. Now the one downside I would say on this and it's something I always have to point out talking about cyber security stocks is that kind of growth and the cyber security trend is not going to be cheap. All of these cyber security stocks trade for pretty ridiculous valuations actually crowdstrike priced at about 192 times earnings expected over the next year even adjusted for that 20% plus revenue growth. It's still on a PEG so a price to earnings to growth ratio about six and a half times. That's not quite as expensive as Palo Alto or Cloudflare, but also not as cheap as Fortnet or Zcaler. You're going to pay for that growth and the conviction that cyber security spending is going to continue to take this one higher. Uh interested to see what the charts say about CrowdStrike and your opinion on this. >> Well, yeah, I mean both these stocks are a bit extended at the moment, but I 100% agree with you on the cyber security man and and you're right. These are so tough to value because the sale they're seeing such growth that what is a fair mole? What's a good earnings multiple a Ford I mean I'm I'm looking at Palo Alto's numbers now they were steadily like a 14 15% year-over-year grower then then then Q1 31% growth forecasting 32 like their their growth rate doubled in a quarter and and you talked about it exactly it's this the Aentic AI is breaking out of the sandboxes and hacking stuff on their own we saw this over at Open AI with the uh hugging whatever the heck the thing was >> hugging face yep >> yeah the hugging face right it they didn't even cage to the internet. The thing breaks out, hacks another another company's database to find the answers, this little quiz. So, they're like, "This is scaring companies." You're talking about big Fortune 500 companies with social security numbers and credit cards and trade secrets and formulas and all kinds of stuff. So, yeah, I I saw the rush. Crowd Strike, Palo Alto, they're getting their phones are ringing off the hook from big companies, from Coca-Cas and Mastercards wanting them to come in and secure their network. So, I'm not going to take a stab at evaluation. I think you buy these here. I like PaloAlto. I like Crowd Strike as well. I I I don't know which one's the better. If you're saying the valuation's better at PaloAlto, they've probably got a longer track record. I'm 100% proven that good with it. >> Excellent. So, there's two in the books. This is just this is too easy. Uh why don't you give us our third one for you? I think you're going to push back on me because you're a fundamentals guy and this one is not probably going to pass your test in today's turn, but hear me out on this. The company that has nothing to do with tech is Jack in the Box. Yes, the same burger fry company, ticker JACK. Now, here's my case for one. It's an incredibly cheap stock in terms of its sales. So, if you look at the fast food group, you know, you've got everything from McDonald's to Wendy's. And so, Jack in a Box trades at 22 times sales. In other words, they buy the whole company. They do five times that much sales every Papa John's is the next worst. It's at 0.5. Wendy's is 6. Starbucks is three. McDonald's is seven. They're at 222 time sales. A very very very Secondly, this stock is in the middle of a big turnaround. Uh they've been absolutely blasted the last couple of years. In fact, let me uh hold on. I'll pull up a chart here and show you uh what I'm seeing with this just in terms of a technical standpoint. Uh so Jack in the Box here. Let's scroll back. I mean, it's been murdered, right? This thing has been taken out behind the woodshed and beaten. $100 stock. Three years ago, it fell all the way to 10. But what we get is that same kind of consolidation pattern down here off the lows once the buyers are stepping in. So, you see the the dips becoming shallower. You see the series of of moves. I did a video on this here. Kind of broke out here. It bounced to a retest and pushing higher. So you've got a stock trading at an extremely low price for a reason and that reason is they've got a lot of debt. People are worried they're not going to got a billion dollars in debt against a market cap. Now they've done a few things to mitigate that. They've they've uh pushed the expiration of that debt after 2029 to give them some time to turn around. They brought in the CEO that that saved Taco Bell uh to try to help them there. And we're start to seeing, again, not growth yet, but we're seeing a company that was seeing same store sales declining, decline, declining to kind of flatlining. And listen, there's some risk in this. This is a true investment. You're buying it dirt cheap. And if it if it comes back to life, if they turn things around even a little bit, you're going to get a good upside, but there's absolutely risk on the downside if they don't. The canary in the coal mine on this one is that there is 35 to 40% short entry stock. You know exactly what that viewers who don't that means 35 to 40% of the float of all the shares that they're trading are being held short betting against this stock. And what can happen as we learned with GameStop back in 2021 is something short. This price starts going up. They're panicking. They got to get out of their shorts. have to buy the stock back to exit and so all the short sellers buying it while all the retail is buying it drives the price higher and creates squeeze. So it is in my opinion big upside limited down at the current price trading around 17 bucks a share. I don't think you're going to let this one slide through your filter, but I'm curious your take on it because you I respect your opinion. >> Yeah, you you know this it could be this could be the the first one. Um, it's I agree this this one will make millionaires. If it comes out, if it works out, it will make millionaires. It's a great brand. Every time I visit Cal Family in California, everyone wants to go to to Jack in the Box. And and we just got our first one here in Tampa. I know they're expanding nationwide. A deep value potential in that turnaround story. And and even small improvements in those same store sales. The margins really can move the needle on this one. Like you said, 30 40% short shorted interest in this. The bears are in control. if they lose that control, uh, this this stock is going straight up, but there are some big risks here, too. And, uh, I maybe I'm maybe I'm just not brave enough to to take a risk on this. The reason why the stock has fallen so much, you know, fast food is already extremely competitive. You know, we've got dollar menus at most of these places still. You know, when's the last time you could buy anything else except fast food for a dollar, right? So, profitability is tighter than Well, I'm not going to finish that metaphor. Uh, but but even competitors haven't done great. um they still managed to provide some returns. You know, Yum Brands up 22% over the past 5 years, McDonald's up 11%, uh Chipotle up about 4%. So, we do have some company specific problems with Jack in the Box with its 85% loss, you know. So, management's missed guidance in three of the last four earnings reports, which might not be an issue with this new management. A lot is writing on on new management if they can turn that around. But the 23% drop in revenue expected for this year is a major haircut they're going to have to work out. What always worries me on this kind of turnaround plays, and you talked about that, is the debt and the cash flow. You know, Jack owes just over $3 billion in long-term debt on the balance sheet. They've pushed that out to 2029, but the bill always comes due, right? That's against just 2.6 billion in long-term assets. And $660 million that that is goodwill of that. So, of those assets, more than more than half a billion dollars are goodwill, probably not worth quite as much as they're they're being reported there. >> Sure. >> That operational cash flow fell to about 96 million in the last 12 months. We're looking at just 69 million in balance sheet cash. So company is selling off some of this underperforming assets, but but also expanding into other areas. Like I said, we're getting them here in Florida. So probably wondering how they're going to kind of manage that cash flow in the near term if they're trying to trying to expand. It is definitely a Hail Mary play. And God bless anybody that that gets it right because they are going to make a lot of money. If management can surprise, then the stock is a potential 10x. But just not loving the odds here. And a lot of probably again, a lot of it is to me. My scaredy pants just would have to avoid this one. >> Nothing wrong with that. I I'll take your X on that one. It's fine. Uh if you guys, those of you that follow my channel know we've been kind of taking positions in this. We'll see how it plays out. It is absolutely a long shot bet. It's not one you want to bet the farm on, but uh it does have a lot of upside. I think I'm going to try to bring us back together on the Alibaba group to BABA. You know, I get a lot of push back whenever I recommend this one because because it's a Chinese company, but you know, the fact is, and this is going to piss off a lot of people, but China's looking more capitalist than the US these days. You got to you got to kind of think about that. Uh look, both both governments are supporting companies. Both companies both are investing in their own companies in the in their countries. Uh both are trying to restrict the other in the in the other country. So, yeah, I'm a patriot to my bones, but I invest with my head. And Alibaba is about to lead. And what I think is going to be the next biggest shift in AI. We're already starting to hear a little bit about that. It's because in the trend for token maxing, which was just the beginning part of this year, companies are blowing out the AI budget, running their agents at no matter what the cost. We're now seeing a shift to value maxing, especially after one of the Fortune 500 companies that has yet been unnamed, a $5 million whoopsie where it accidentally spent its entire AI budget in one month. So from this we're still we heard from the data bricks CEO Ali Goatsy in June companies are excited about AI agents but they're being forced to optimize their cost something called value maxing and and quoted he quoted in that article to CNBC that Chinese models are extremely popular among the customers. We're starting to see that play out. I think Alibaba has actually mentioned it a few times with its growth. Uh that's because a lot of the Chinese AI models including Alibaba's Quinn are called open source. Okay. So you've got the frontier, the closed sourced AI models run directly by Anthropic, by OpenAI, uh that's run on their hardware and data centers and through their paid models. Open- source AI though can be downloaded. It runs on a company's own servers. So while that means higher setup costs on for the hardware, it can also save companies millions of dollars in cost of running those programs. They don't have to constant constantly be paying to run those programs. You're not paying for the token cost to GPT or claude. You're only paying for your own hardware and electricity costs. So, open source also comes with the added benefit that you're not locked into anyone vendor and it's a lot safer. Your data stays inhouse with you. Alibaba's Quinn model is a hybrid thinking customizable framework used by developers and enterprise customers. Recently surpassed 700 million downloads as we're seeing that global shift to AI to lower AI costs expand. In benchmarks, thirdparty tests, Quinn consistently ranks right up there with cloud GPT. It's recently released that it thinks it's uh its model is even better than Claude in some tests. Um now while users can use and download Quinn and run it on their own servers, it's open source. Basically, they just download it. Growth in usage here also translates to benefits for Alibaba. You know, most directly into hosting through Alibaba's cloud division. Alibaba also manages deployments, develops initial setups, agents, a lot of these things that are going to bring revenue and profits in that. So, think of Quinn kind of like a gateway product, right? Alibaba is giving away the cow, but then it's going to charge users for services like milking and pasture when they want it. Bes besides all this, Alibaba benefits from using Quinn across its own e-commerce empire for search, advertising, and sales. Now, forecasts are for Baba to to grow revenue at about 10 or 11% pace this year. Not a growth stock uh kind of kind of trend that we usually like to see, which I think is going to be grossly underestimated though, you know, against a forecast of 169 billion in revenue. Stock trades for just 1.8 eight times on that price to sales, which is about 10% under the 5-year average. So, not only do I think we see surprising growth from this, I think it's already a value stock. I think it takes this one back up to a multiple of two and a half times it hit last year and well past 150, maybe even past $200 a share. >> Okay. So, break. So your case on Baba is they have an open- source model. So they're not getting paid like anthropic or the other, but the money then comes because companies run it and they buy basically the comp rent servers from Ali. That's the idea. >> Yes. They're they're using AI cloud. They're using Alibaba's cloud. They're using setup. They're using other uh you know other products kind of tag along products that Alibaba is is selling through it. And I would I would assume they build theirs kind of optimized to really easy plugandplay their own servers, their own >> Absolutely. >> Okay. I can get behind this. You know, I like Baba just for the same reason I like Amazon or anything else. They they have a true moat around e-commerce. Maybe not here unless buying just Chinese stuff at 100 100 units a clip, but definitely overseas. Uh I like it. The stock is it got a 50% haircut first half of the year, climbing back now. As we're recording this, it should from 90 to 127 in the past six weeks. So, uh, yeah, with a tailwind of that, I'm with it. I'll approve, Baba. That's BABA. Uh, we'll lock that in for number three. >> Number three. All right. Give us number four here. What do we got? >> All right. Number four. Now, I don't like the government. Okay. It is what it is. I don't like either side. I hate what they've done. mainly because if you judge them by their actions, not their words, it doesn't. And the fact is the federal government is going bankrupt. It's a hard fact. It is undisputable math. We hit $40 billion in debt. It grows every single year. One day, not this year, not next year. There's going to be some level. It just it it has to happen. But no one's going to let that happen because it's political suicide. So the only solution is the same one they've been running for 30 years. That's to print our way out of it. And so you take 2025, 2026, very strong economy, solid GDP growth. We don't have any global pandemic crazy. And we still are spending 2 and 12 to three trillion dollars more than we you'd have to you'd have to tax people at 90% to make this. It just doesn't work. So anyway, all that to say, all this printing, which is going to continue and is get worse if we get another CO or something crazy leads to inflation. It's the only thing they increase the money supply and the spending gets worse. Uh to give you a few numbers, 10 I'm sorry, 7% of all dollars in existence have been created in the 18 months since Trump started a second following COVID, 20% of all dollars since George Washington were printed in a single year. That's the level we're getting. And so this is going to lead to to to hyperinflation. I don't like it. It is what it is. But the way around that is the only thing that has been a true currency and survived thousands of years and that is of course now my pick here is going to be GDX which is the gold miners ETF and the reason for this is twofold. One as I said gold is the only savior in hyperinflation. This pattern we've seen this play out for 2,000 years when the government uh starts spending more than they come in. It started with the Roman Empire uh with with all the wars they're fighting and taking care of the republic and then they started diluting the dinar just like we print and dilute the value of the US dollar that led to hyperinflation that lost faith and it crashed etc. Same exact formula. Roman Empire, Ming dynasty, uh uh we saw it in France in in Weimar, Greece, Brazil, Argentina, most recently in in Venezuela. Same exact formula. It will happen here. The question is when. So this is part investment, part hedge. Okay. So GDX is an ETF. It's a basket of gold mining companies. And it stands to reason if gold rises, so do the reason I like the miners is you get that operational leverage on the price of gold. So if gold right now is 4,000 an ounce, let's say it cost you $2,000 an ounce to get the stuff out of the ground. All in gold, your profit is 2. If gold goes up just 20%. From 4,000 to 5,000, your profit, their profit goes from 2,000 to 3,000 goes up 50%. So in a hyperinflationary environment, which I would argue we're already beginning to get in, as you see gold run, these miners are going to be absolutely minting money. And I got one chart I wanted to show you just for fun to all of your viewers. What I did is I had Claude create a chart of the S&P 500, but it's not in dollars. It is in ounces. And so what this is is the S&P 500 since 1971 when Nixon took us off the gold standard priced in ounces of gold. That's the current price at the time. And what you see when priced in gold, the market has not grown. We printed so much money, you've got some population growth. So you get roughly printing plus GDP is the growth in the market. Now I'm not trying to scare everybody out of stocks, but like this is a scary graphic to think about since 1971. It the whole index is not worth any more and it's barely ever been above it other than the dot peak. So, this to me is a pretty good argument for wanting some kind of exposure in real money. You could just take a gold position. I'm going to go with GDX, the gold miners. And like you said, I mean, the margins are fantastic today with with with the appre appreciation of gold. Even down at 4,000 for 5,000, they're still making handover fist money. So, if gold stays still, great. They let the coffers run and collect their profits. If gold starts running, it really gets silly, right? I mean, gold would have to fall to a massively low price in order to to put them in any kind of trouble. And if that happens, you're probably going to be making handover cash other. So, all right. We good with that in this one? >> We got four. It's uh it's almost too easy almost too easy to believe. I might I might throw throw a wrench in this with this one because this is this is a hail Mary. But, you know, like Alibaba, Cloudflare, got to go with Cloudflare ticker NE. It's going to pay play a shift. And what are the biggest trends I'm seeing seeing coming, right? that trend in AI usage, companies forced to be more efficient with their agentic AI spending. And while Alibaba is more of the open- source model, Cloudflare still has some of its legacy cyber security and its growth, the big mover here is going to be with as an AI traffic controller. You know, I see Cloudflare's gateways sit sitting between the applications and those language models deciding where every request should go. Not only does company help reduce those costs, but also reduces the latency time and improve reliability with its dynamic routing. Now, CL Cloudflare has a massive global network across 300 plus cities positioned to serve about 95% of the world's internet connected population. So, if this trend plays out, if we do need kind of a an agentic AI referee to help companies make the best uh the best decisions, Cloudflare is going to be right there. Uh growth is there if it can capture that market. forecast for about 30% revenue growth this year to 2.8 billion inline earnings growth of about a$120 shirt per share like Crowd Strike that growth isn't cheap though with the stock trading at a ridiculous 226 times those forecasted earnings. So at some point here you just got to say no I'm sorry that's just too expensive. Uh there is that valuation risk and I'd really like to see a dip before buying heavy but I I do own the shares. I'll hold on to them uh for as long as that trend is coming. Well, I respect your your your move here in in CloudFare and the story, you're right, makes sense. What worries me is we're starting to see some money kind of go out of the infrastructure space and and just at this valuation, you know, their profit what quarter 25 28 cents a quarter like you said 200 something times. You're really paying an extended multiple for a company very late in the cycle. I agree with the story. I'd absolutely be a buyer at 100 150 a share 284 if your law if your cost based is good. Hey, ride her till she bucks you, right? I'm going to I would pass on this one. I think it's just too pricey since the April dip. The stocks already, what's it gone? 63% the last three three and a half months. I think we're late to the party on CloudFare. This is probably one I would pass on. You're definitely def definitely playing uh trying to play the trend there and if the trend doesn't come out uh its way then then yeah look out below on that one. So okay so going to scrap that one still got four bring us home with with one more here service now picker N. Now one thing I like about this right off the bat and that is the CEO eats his own cook. He took he's taking 97% of his pay is tied directly to the stock performance. So, right out of the gate, you got a guy whose interests are aligned with yours. You know, you don't have some CEO making 25 million a year. He's he's going to make money if you make money. That's good. Two, most software like we saw the sell off in software late 25 first half of and you know how institut scary sell everything sell a software ETF and this one came down with it. It was what was this? It was 240 a share. January of last year it fell to 80. And I think it was mistakenly thrown out with the bathwater because what most software products do is perform a single task. What Service Now does, they're essentially like like the plumbing that handles all these company processes. So they're they're like the system uh of of of of recordkeeping, like a traffic coordinator for work between humans and system. So the mode here unlike others isn't the software's features. It's it's it's how entrenched they are these big Fortune 500 like once you've got 400 workflows wired into this software right when comes in if paperwork to get the paycheck here plants go here like it's all done automatically. When you've got hundreds of workflows, you have 20 years of your institutional process in your platform all running on Service Now, ripping it out is not easy. It it'd be like replacing the the the plumbing on a skyscraper while the people live it. Service Now processes 95 billion workflows a year and again for some of the biggest companies in the world. So the fear was AI agents of the future, people aren't going to use software. I agree AI agents may be the but they need a place to they need someone to govern them and the numbers we're seeing at service support that just last quarter for Q2 subscription revenue up 23%. Their operating margins are 29 a.5% I think guidance like 26. They're even beating their own gun. Their agentic deployments are up 9fold in 9 months. The renewal rate 98% and the company just again raised their guidance for 2026. And all this happening to a stock that's 50% off its last year's high. So Service Now to me, no-brainer buy here. 100 110 a share. Absolute no-brainer. >> I think you're right on this one. Yeah, Service Now, another big player in that AI shift. I love the the agentic deployments because not only are they are they getting the money from those deployments, but I think investors are missing a critical piece here that that piece that the company solves a different problem of that AI agentic problem than than Cloudflare after the gateway routes that AI request. Service Now's agent orchestrator is going to be that kind of that control tower that decide which agents do the work. Yeah, >> it's going to break down those AI jobs into the most effective, most efficient agents, track their performance, measure whether they actually save time and money. That is going to be gold for a lot of these companies that are running those agents. That orchestration is going to reduce duplicate work, going to prevent runaway AI usage. I think you got a winner here. I love the valuation and I love that it's been sold off with the rest of the uh the software stocks because I think this is the winner. I think I think we do. Um, so we've got our five. We've got Service Now. We've got GDX, that's the gold miners, uh, ETF, Alibaba Group, BABA, Crowdstrike, CRWD, and FCX, that Freeport Macmaran. Great five stocks for the for your list. Let us know in the comments which picks you up. Uh, which ones you would add to the list. I want to thank Ross for helping us pick those best stocks in our portfolio. Check out his channel for more stocks to buy. In the meantime, YouTube thinks you're going to like this video on the right next. Let's see if it's right.