Lampe: GOOGL Outperforms as "Market Writes Its Obituary," Energy Needs Grow

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Entry is the asset's closing price on the publication date. Current is the last close on record.

1. 01 MSFT NASDAQ BUY -1.15%
   Entry $499.70 06 Sep 2026

   Current $493.95 08 Sep 2026

   Result −$5.75

   vs. index −0.6% SPY −0.5% over the same days

   Cite this call · Watch source video * †

   Surrounding source transcript

   …ou're constructive for the balance of the year, but selective. What does that mean? >> Well, you know, the market is within 1%, maybe 2% of its all-time highs, but we have to be very, I think, you know, precise in what stocks that we pick. I mean, if you look at, you know, some of the the major players out there, whether it be Microsoft, Google, or Broadcom, they represent 18% of the overall, you know, S&P market. And, you know, I look at it as it's more of a supply chain play. You know, you buy into one of those stocks or all three of them, and you're actually, you know, playing into the supply chain. You know, Microsoft doesn't need AI to work. It's it's basically the accelerator. So, it's a it's a great company, and I've been saying all year it's been undervalued, and we've seen it pop just recently. So, you know, even with Google, ev…

   I mean, if you look at, you know, some of the the major players out there, whether it be Microsoft, Google, or Broadcom, they represent 18% of the overall, you know, S&P market. And, you know, I look at it as it's more of a supply chain play. You know, you buy into one of those stocks or all three of them, and you're actually, you know, playing into the supply chain.

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2. 02 GOOGL NASDAQ BUY -0.03%
   Entry $338.46 06 Sep 2026

   Current $338.36 08 Sep 2026

   Result −$0.10

   vs. index +0.5% SPY −0.5% over the same days

   Cite this call · Watch source video * †

   Surrounding source transcript

   …ou're constructive for the balance of the year, but selective. What does that mean? >> Well, you know, the market is within 1%, maybe 2% of its all-time highs, but we have to be very, I think, you know, precise in what stocks that we pick. I mean, if you look at, you know, some of the the major players out there, whether it be Microsoft, Google, or Broadcom, they represent 18% of the overall, you know, S&P market. And, you know, I look at it as it's more of a supply chain play. You know, you buy into one of those stocks or all three of them, and you're actually, you know, playing into the supply chain. You know, Microsoft doesn't need AI to work. It's it's basically the accelerator. So, it's a it's a great company, and I've been saying all year it's been undervalued, and we've seen it pop just recently. So, you know, even with Google, ev…

   I mean, if you look at, you know, some of the the major players out there, whether it be Microsoft, Google, or Broadcom, they represent 18% of the overall, you know, S&P market. And, you know, I look at it as it's more of a supply chain play. You know, you buy into one of those stocks or all three of them, and you're actually, you know, playing into the supply chain.

   Go

3. 03 AVGO NASDAQ BUY +2.98%
   Entry $357.90 06 Sep 2026

   Current $368.56 08 Sep 2026

   Result +$10.66

   vs. index +3.5% SPY −0.5% over the same days

   Cite this call · Watch source video * †

   Surrounding source transcript

   …ou're constructive for the balance of the year, but selective. What does that mean? >> Well, you know, the market is within 1%, maybe 2% of its all-time highs, but we have to be very, I think, you know, precise in what stocks that we pick. I mean, if you look at, you know, some of the the major players out there, whether it be Microsoft, Google, or Broadcom, they represent 18% of the overall, you know, S&P market. And, you know, I look at it as it's more of a supply chain play. You know, you buy into one of those stocks or all three of them, and you're actually, you know, playing into the supply chain. You know, Microsoft doesn't need AI to work. It's it's basically the accelerator. So, it's a it's a great company, and I've been saying all year it's been undervalued, and we've seen it pop just recently. So, you know, even with Google, ev…

   I mean, if you look at, you know, some of the the major players out there, whether it be Microsoft, Google, or Broadcom, they represent 18% of the overall, you know, S&P market. And, you know, I look at it as it's more of a supply chain play. You know, you buy into one of those stocks or all three of them, and you're actually, you know, playing into the supply chain.

   Go

4. 04 EOG NYSE BUY +0.12%
   Entry $145.19 06 Sep 2026

   Current $145.36 08 Sep 2026

   Result +$0.17

   vs. index +0.7% SPY −0.5% over the same days

   Cite this call · Watch source video * †

   Surrounding source transcript

   …e so much is hinge hinges on geopolitics and you know one day things can be kinetic the next day it's all off and we can see oil prices slide and those that that that correlate to it not do so well. Why do you say to take this approach? >> Well I mean companies like EOG I mean they're trading at 11 times earnings which is less than the S&P 500 pays a 3% yield. In my opinion it's the best in class as far as a shell shell operator. It's the lowest cost and it's disciplined and they have a real dividend. You know I these companies they they are they are they are here to stay and they have strong contracts and that's what I really like. >> Okay. So you like that and then for the AI stocks that you know there are those that everybody likes o…

   Well I mean companies like EOG I mean they're trading at 11 times earnings which is less than the S&P 500 pays a 3% yield. In my opinion it's the best in class as far as a shell shell operator. It's the lowest cost and it's disciplined and they have a real dividend.

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