- Video return
- -6.55%
- Calls
- 6
- Buy / Sell
- 6 0
- Published
Recommendations
Entry is the asset's closing price on the publication date. Current is the last close on record.
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Entry $134.56 26 Jul 2026Current $141.75 09 Sep 2026Result +$7.19vs. index +2.2% SPY +3.2% over the same days
Cite this call Watch source video * †
Surrounding source transcript
…TERESTING WE'VE BEEN SEEING SO MANY DIFFERENT ASPECTS OF THIS PLAYING OUT THIS IS ONE OF THOSE THINGS YOU DO NOT NEED TO BE IN A.I. TO SEE THE BENEFITS HERE BUT WE HAVE COMPANIES THAT ARE FACILITATING A LOT OF THESE REASSURING CAPABILITIES THINGS LIKE JACOB'S SOLUTIONS WHICH IS AN ENGINEERING CONSTRUCTION AND PROJECT MANAGEMENT. THEY ARE ON SITE WORKING THROUGH THE GLP-1 FABRICATION AND THAT CAROLINE IS AT THE MOMENT BUT THAT'S A REALLY INTERESTING PROJECT THAT HAS REALLY LONG TAIL WINDS BUT WE GOT THINGS LIKE ROCKWELL FOR THEIR GREAT COMPANY IN THE SENSE THEY HAVE THE RETOOLING FOR THEIR ACTION ON THE EARLY SIDE OF THIS BECAUSE THEY ARE GETTING IN A LOT EARLIER THAN FOLKS WHO HAVE TO BUILD A BRAND-NEW FACILITY IF YOU RETO…
THINGS LIKE JACOB'S SOLUTIONS WHICH IS AN ENGINEERING CONSTRUCTION AND PROJECT MANAGEMENT. THEY ARE ON SITE WORKING THROUGH THE GLP-1 FABRICATION AND THAT CAROLINE IS AT THE MOMENT BUT THAT'S A REALLY INTERESTING PROJECT THAT HAS REALLY LONG TAIL WINDS
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Entry $462.16 26 Jul 2026Current $426.08 09 Sep 2026Result −$36.08vs. index −11.0% SPY +3.2% over the same days
Cite this call Watch source video * †
Surrounding source transcript
…'S SOLUTIONS WHICH IS AN ENGINEERING CONSTRUCTION AND PROJECT MANAGEMENT. THEY ARE ON SITE WORKING THROUGH THE GLP-1 FABRICATION AND THAT CAROLINE IS AT THE MOMENT BUT THAT'S A REALLY INTERESTING PROJECT THAT HAS REALLY LONG TAIL WINDS BUT WE GOT THINGS LIKE ROCKWELL FOR THEIR GREAT COMPANY IN THE SENSE THEY HAVE THE RETOOLING FOR THEIR ACTION ON THE EARLY SIDE OF THIS BECAUSE THEY ARE GETTING IN A LOT EARLIER THAN FOLKS WHO HAVE TO BUILD A BRAND-NEW FACILITY IF YOU RETOOL WHAT YOU ARTY HAVE IS A BIG WIN. JACK: WERE MAKING USING ELECTRICITY TO MAKE THIS ALL HAPPEN TO NOT HAVE TIME IS A GREAT CHART SHOWING FOR THE FIRST TIME RENEWABLES ARE GOING TO PASS COLD GENERATING ELECTRICITY JUST BECAUSE YOU'RE NOT USING COAL A LOT OF COMMODITIES TO C…
WE GOT THINGS LIKE ROCKWELL FOR THEIR GREAT COMPANY IN THE SENSE THEY HAVE THE RETOOLING FOR THEIR ACTION ON THE EARLY SIDE OF THIS BECAUSE THEY ARE GETTING IN A LOT EARLIER THAN FOLKS WHO HAVE TO BUILD A BRAND-NEW FACILITY IF YOU RETOOL WHAT YOU ARTY HAVE IS A BIG WIN
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Entry $542.24 26 Jul 2026Current $515.57 09 Sep 2026Result −$26.67vs. index −8.1% SPY +3.2% over the same days
Cite this call Watch source video * †
Surrounding source transcript
…R THE ENTIRE COUNTRY. THE STOCKS HAVE DONE TERRIBLY SINCE THE IRAQ WAR STARTED PEOPLE WORRIED ABOUT PEAK DEFENSE SPENDING THAT WORRIED ABOUT WHAT HAPPENS TO THE DEFENSE BUDGET IF DEMOCRATS RETAKE THE HOUSE AND THE MIDTERM ELECTIONS. STILL, THERE'S LOTS OF OPPORTUNITIES NORTHRUP, RAYTHEON, HARRIS TECHNOLOGISTS ARE INTO THE MISSILE GAIN AND BENEFIT FROM THAT FOR THIS OTHER WAY TO PLAY AT GENERAL DYNAMICS, IT MAKES DRONE TECHNOLOGY. WE NEED TO MAKE MORE VOTES. WERE ALMOST OUT OF TIME. FOR THOSE PEOPLE WHO ARE NOT STOCK PICKERS OR CTF ARE THAT PERSEVERANT ETF'S FOR THAT WITH COOL NAMES OF GLOBAL…
THERE'S LOTS OF OPPORTUNITIES NORTHRUP, RAYTHEON, HARRIS TECHNOLOGISTS ARE INTO THE MISSILE GAIN AND BENEFIT FROM THAT
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Entry $212.79 26 Jul 2026Current $197.55 09 Sep 2026Result −$15.24vs. index −10.3% SPY +3.2% over the same days
Cite this call Watch source video * †
Surrounding source transcript
…R THE ENTIRE COUNTRY. THE STOCKS HAVE DONE TERRIBLY SINCE THE IRAQ WAR STARTED PEOPLE WORRIED ABOUT PEAK DEFENSE SPENDING THAT WORRIED ABOUT WHAT HAPPENS TO THE DEFENSE BUDGET IF DEMOCRATS RETAKE THE HOUSE AND THE MIDTERM ELECTIONS. STILL, THERE'S LOTS OF OPPORTUNITIES NORTHRUP, RAYTHEON, HARRIS TECHNOLOGISTS ARE INTO THE MISSILE GAIN AND BENEFIT FROM THAT FOR THIS OTHER WAY TO PLAY AT GENERAL DYNAMICS, IT MAKES DRONE TECHNOLOGY. WE NEED TO MAKE MORE VOTES. WERE ALMOST OUT OF TIME. FOR THOSE PEOPLE WHO ARE NOT STOCK PICKERS OR CTF ARE THAT PERSEVERANT ETF'S FOR THAT WITH COOL NAMES OF GLOBAL…
THERE'S LOTS OF OPPORTUNITIES NORTHRUP, RAYTHEON, HARRIS TECHNOLOGISTS ARE INTO THE MISSILE GAIN AND BENEFIT FROM THAT
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Entry $300.21 26 Jul 2026Current $250.41 09 Sep 2026Result −$49.80vs. index −19.8% SPY +3.2% over the same days
Cite this call Watch source video * †
Surrounding source transcript
…R THE ENTIRE COUNTRY. THE STOCKS HAVE DONE TERRIBLY SINCE THE IRAQ WAR STARTED PEOPLE WORRIED ABOUT PEAK DEFENSE SPENDING THAT WORRIED ABOUT WHAT HAPPENS TO THE DEFENSE BUDGET IF DEMOCRATS RETAKE THE HOUSE AND THE MIDTERM ELECTIONS. STILL, THERE'S LOTS OF OPPORTUNITIES NORTHRUP, RAYTHEON, HARRIS TECHNOLOGISTS ARE INTO THE MISSILE GAIN AND BENEFIT FROM THAT FOR THIS OTHER WAY TO PLAY AT GENERAL DYNAMICS, IT MAKES DRONE TECHNOLOGY. WE NEED TO MAKE MORE VOTES. WERE ALMOST OUT OF TIME. FOR THOSE PEOPLE WHO ARE NOT STOCK PICKERS OR CTF ARE THAT PERSEVERANT ETF'S FOR THAT WITH COOL NAMES OF GLOBAL…
THERE'S LOTS OF OPPORTUNITIES NORTHRUP, RAYTHEON, HARRIS TECHNOLOGISTS ARE INTO THE MISSILE GAIN AND BENEFIT FROM THAT
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Entry $386.75 26 Jul 2026Current $352.67 09 Sep 2026Result −$34.08vs. index −12.0% SPY +3.2% over the same days
Cite this call Watch source video * †
Surrounding source transcript
…NG THAT WORRIED ABOUT WHAT HAPPENS TO THE DEFENSE BUDGET IF DEMOCRATS RETAKE THE HOUSE AND THE MIDTERM ELECTIONS. STILL, THERE'S LOTS OF OPPORTUNITIES NORTHRUP, RAYTHEON, HARRIS TECHNOLOGISTS ARE INTO THE MISSILE GAIN AND BENEFIT FROM THAT FOR THIS OTHER WAY TO PLAY AT GENERAL DYNAMICS, IT MAKES DRONE TECHNOLOGY. WE NEED TO MAKE MORE VOTES. WERE ALMOST OUT OF TIME. FOR THOSE PEOPLE WHO ARE NOT STOCK PICKERS OR CTF ARE THAT PERSEVERANT ETF'S FOR THAT WITH COOL NAMES OF GLOBAL X, U.S. INFRASTRUCTURE DEVELOPMENT FOR THAT'S REALLY GOING TO SET HER HAIR…
FOR THIS OTHER WAY TO PLAY AT GENERAL DYNAMICS, IT MAKES DRONE TECHNOLOGY.
Full Transcript
♪ ♪. JACK: UP SESSION WITH A.I. BOOM IS DOMINATED MARKETS BUT LESS NOTICE BUILDING BOOM IS UNDERWAY AROUND THE GLOBE ARE OFFERING INVESTMENT OPPORTUNITIES TIED TO CONSTRUCTION COMMODITIES AND CONSTRUCTION BARRON'S COVER STORY THIS WEEK. OUT ROUTE YOU'RE GOING TO TALK ABOUT IT NOW WHAT IS DRIVING THIS IN BOOM BESIDES THE A.I. STUFF? >> IT'S ALL ABOUT CONSTRUCTION BID CONSTRUCTION AND THE U.S. IS A VERY SIGNIFICANT INDUSTRY. CARS, HOUSING AND PHONES DRIVE THE ECONOMY CONSTRUCTION IS 2 TRILLION IN ANNUAL ACTIVITY. GO TO EUROPE IT'S AN EXTRA TRILLION AND A HALF BUT WE HAVE BEEN SO FOCUSED ON A.I. DAILY WE MISSED SOME OTHER AREAS THAT ARE EQUALLY IMPORTANT IN PUSHING CONSTRUCTION UP WHICH BENEFITS A TON OF STOCKS, HEALTHCARE, CHIPS, CARS, REASSURING SOME OF THE CAPACITY EVEN EV STILL. DEFENSE. ABSOLUTELY REDOING THE ELECTRICAL SYSTEM. THE WATER THERE IS A SYNCHRONOUS RISE IN CAPITAL SPENDING WHAT SCOTT DAVIS SAYS. IT'S HELPING A HOST OF STOCKS TO CONSTRUCTION SPENDING OVER THE LAST FIVE YEARS HAS GROWN ABOUT 6%. THAT IS UP ONE 100% FROM BASICALLY THE TYPICAL 3% GROWTH RATE OF THE CENTURY. THAT IS HELPING A HOST OF STOCKS FOR MARTIN MARIETTA RINSE THE EQUIPMENT AND ALL THESE CONSTRUCTION SITES. ANOTHER FORCE PUSHING ALL OF THIS IS REASSURING TO THINK PRESIDENT TRUMP IS PUSHING FOR THE COVERT SUPPLY CHAIN CRISIS HAVE ACCELERATED THAT TELL US HOW THAT'S AFFECTING THINGS GLOBALLY. >> THAT REASSURING HAS GONE BACK THEY ARE THEY REALLY DO LIFT ALL BOATS IT'S REALLY INTERESTING WE'VE BEEN SEEING SO MANY DIFFERENT ASPECTS OF THIS PLAYING OUT THIS IS ONE OF THOSE THINGS YOU DO NOT NEED TO BE IN A.I. TO SEE THE BENEFITS HERE BUT WE HAVE COMPANIES THAT ARE FACILITATING A LOT OF THESE REASSURING CAPABILITIES THINGS LIKE JACOB'S SOLUTIONS WHICH IS AN ENGINEERING CONSTRUCTION AND PROJECT MANAGEMENT. THEY ARE ON SITE WORKING THROUGH THE GLP-1 FABRICATION AND THAT CAROLINE IS AT THE MOMENT BUT THAT'S A REALLY INTERESTING PROJECT THAT HAS REALLY LONG TAIL WINDS BUT WE GOT THINGS LIKE ROCKWELL FOR THEIR GREAT COMPANY IN THE SENSE THEY HAVE THE RETOOLING FOR THEIR ACTION ON THE EARLY SIDE OF THIS BECAUSE THEY ARE GETTING IN A LOT EARLIER THAN FOLKS WHO HAVE TO BUILD A BRAND-NEW FACILITY IF YOU RETOOL WHAT YOU ARTY HAVE IS A BIG WIN. JACK: WERE MAKING USING ELECTRICITY TO MAKE THIS ALL HAPPEN TO NOT HAVE TIME IS A GREAT CHART SHOWING FOR THE FIRST TIME RENEWABLES ARE GOING TO PASS COLD GENERATING ELECTRICITY JUST BECAUSE YOU'RE NOT USING COAL A LOT OF COMMODITIES TO CREATE THAT. >> ONE OF THOSE AREAS IS RENEWABLES. WE'VE EXPRESS THAT VIEW AT THE BARRON'S IN FACT THE SOLAR ETF IT DID REALLY WELL WE FIRST PICKED IT IT'S NOW OFF ABOUT 4% IT'S ESSENTIALLY ALL YOU KEEP HEARING ABOUT IS CONSTRAINTS ON SUPPLY CONSTRAINTS ON ENERGY OVER ALL MAYBE RENEWABLE ENERGY WHICH YOU ADD A STYLE A LITTLE BITS GOING BACK INTO STYLE THERE IS SUCH A SURGE IN ENERGY DEMANDS. SPECIFICALLY IT'S A BIG PART OF THE STORY SEE WHAT THEY HAVE THEIR BENEFITING TWO WAYS. THEY ARE BENEFITING FROM THAT YOU'RE GETTING A LOT MORE MANUFACTURING NORTH AMERICA AS A WHOLE AND SET UP OVER IN ASIA. YOU LOOK AT FREEPORT LORDING OVER THE LAST RIBBON SINK THAT COVERS A BIG PART OF THE BUILD OUT. TO ACCESS THAT BUILDING. THE STRAIT OF HORMUZ CLOSING HAS BOOSTED RENEWABLES. AND THAT IS GOING TO REQUIRE A LOT OF MISSILES. >> THIS IS ANOTHER EXAMPLE THE DEFENSE AND BUILD OUT, IT DOESN'T MATTER TO THE WHOLE STORY QUESTION WITH THEIRS ABOUT A MILLION DEFENSIVE JOBS IN THE U.S. OF 12 OR 13 MILLION TOTAL MANUFACTURING JOBS. SO BUILDING A MORE DEFENSIVE MOE PRODUCTS IS SIGNIFICANT FOR THE ENTIRE COUNTRY. THE STOCKS HAVE DONE TERRIBLY SINCE THE IRAQ WAR STARTED PEOPLE WORRIED ABOUT PEAK DEFENSE SPENDING THAT WORRIED ABOUT WHAT HAPPENS TO THE DEFENSE BUDGET IF DEMOCRATS RETAKE THE HOUSE AND THE MIDTERM ELECTIONS. STILL, THERE'S LOTS OF OPPORTUNITIES NORTHRUP, RAYTHEON, HARRIS TECHNOLOGISTS ARE INTO THE MISSILE GAIN AND BENEFIT FROM THAT FOR THIS OTHER WAY TO PLAY AT GENERAL DYNAMICS, IT MAKES DRONE TECHNOLOGY. WE NEED TO MAKE MORE VOTES. WERE ALMOST OUT OF TIME. FOR THOSE PEOPLE WHO ARE NOT STOCK PICKERS OR CTF ARE THAT PERSEVERANT ETF'S FOR THAT WITH COOL NAMES OF GLOBAL X, U.S. INFRASTRUCTURE DEVELOPMENT FOR THAT'S REALLY GOING TO SET HER HAIR ON FIRE, RIGHT? IT'S A FUN TICKET. DON'T FORGET TAN. NOT SO COOL NAMES. SPACEX AND THE BIG QUESTION IS NOW THE TIME T
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