I want to bring in now Veltri on the CEO

Bob Luna to discuss this further. So,

you know, Rob Rob um

I I love what I'm seeing set up here. In

fact, I know one of the names you like

here a lot is Meta. And Meta's making a

lot of news almost every day. There's

like four or five Meta headlines. You

think they've turned the corner?

>> Yeah, absolutely, Charles. I think you

you you just said it right. I mean,

these are companies that are going to be

here for the long run. Just like Amazon

at the beginning, they used to get

beaten up for making all the

reinvestments and then they basically

dominated the world of retail. I think

it's the same thing. We're just in a

cycle where they're having to make those

investments to stay relevant going

forward and I think Meta now is starting

to turn the corner in terms of how

they're going to make all these

investments turn into a profit and

monetize it. I think this is kind of

their AWS moment that we saw with

Amazon.

>> Yeah. And let's just talk about the, you

know, here the the Mag 7. You've got

three of these names that are down

significantly. Micro- Microsoft at the

bottom of this, I think it's also down

with the software stuff. I mean, what do

you make it?

Is that something you're looking at yet?

Is it Are you kicking the tires at all?

>> Yeah, look, I think Microsoft just

doesn't have It doesn't excite me quite

as much as Meta. I don't think they've

gotten into the AI space as big and the

data that Meta owns is just amazing.

People's whole life is on there. Their

business is in there. The valuations

here are obviously attractive, but I I'm

not too excited about Microsoft here.

>> You are excited about Micron, right? And

And here's the thing with Micron, folks.

This is your sales growth estimate for

the current year. It's monstrous. And

then this is the your PE ratio.

And so, it's got a low PE ratio, the

outstanding growth expec- expectations.

But some people are saying it's it's

time to sell into strength.

What do you think?

>> I don't think so. I think you just we're

having a pullback right now. So, if you

haven't been in it, I think it's an

opportunity. The thing you got to look

at is forward PE ratios. And the

question is this is this sustainable?

And I think if you look at the backlogs,

they had another competitor that's

coming public today from Korea. I think

this is going to be a play for, you

know, the next three to four years,

Charles. I wouldn't get shaken out of it

just yet.

>> I'm going to give you some props here.

Uh

CrowdStrike you told us to buy on the

dip. It's made a monster move and also

same thing with snow. It's made a

monster move. It's on the verge of

breaking out as well. Are you holding

both of those right now?

>> Yeah, absolutely. These are the picks

and shovels of AI. You got your security

and snow's cleaning up the data that you

need. These are names that, you know,

people were not looking at too much uh

last year, but I think uh in the last

beginning of the year, but I think these

names got a lot further to go over again

over the next two to three years. This

is a longer-term play, Charles.

>> when you bring us these fresh names,

Rob. So, I don't know the oncology

institute. Uh it's been trading sideways

for a long time. Tell us the the value

proposition here.

>> Yeah, so these are First of all, if you

look at momentum in the small cap space,

it's really shifting into healthcare

names. That's what got me to start

looking into the space. This is Oncology

Institute. They have over 100 outpatient

centers. What I like about this was

overhanging the stock with some debt

that they just got refinanced long-term.

So, that's off the table right now. They

have 30% year-over-year growth. And

what's happening is the big insurers are

trying to pull stuff out of the

hospitals into these uh smaller centers

and I think this is going to be a

benefactor over the next year to two.

>> I got a minute to go on AMWL. I forgot

to give the symbol for the other one,

too, because a lot of folks on the radio

listening. Uh uh uh

American Well Corp. What's going on

here?

>> Yeah, I like this one a lot, Charles.

So, this if you look at the chart, what

the heck happened to it? This was uh a

huge screamer during COVID because it

was really one of the first ones into

telehealth. Then we saw all those stocks

get really beaten up. Well, they've

reinvented themselves during that time,

got rid of some non-core businesses. Now

they're a platform. They've got more

cash on their balance sheet, Charles,

than the market cap and they think

they're going to be positive by Q4.

>> I mean, look at this. I mean, yeah, it

has gotten hit, but this is a major

breakout here. I bet it I bet if we had

the volume, the volume would have spiked

there as well. And it's on both on the

upper side of the 250-day. Good stuff,

my man. You're still killing it. Have a

great weekend.

>> Thanks, you too, Charles.

>> All right.