BLMN

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,

it's Zeta Global, it's Rubric, UiPath, Service Now, Zcaler, HubSpot, MongoDB, Snowflake, Data Dog, Back Blaze, Pegas, Royal Caribbean, Norwegian Cruise Line, Celsius, Blooming Brands

That's That's a stock that is very interesting to me. Bloomin' Brands is the company that owns Outback Steakhouse. So, this was a $27 stock 2 years ago. I mean, 12 months ago it was you know, $12. It's $8 today. Looks interesting.

I think some of these stocks would include Royal Caribbean, Norwegian Cruise Line, something like a Bloom and Brands, right? Like restaurants, um something like Sweet Green, I know Parasite Lettuce Shabbacle is not great in the near term.

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.

I also think a company like Blumen Brands could be very interesting.

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