RUSH TRANSCRIPT All three ░░░░░░░░ averages are inching higher ░░░░░░░░ Wall Street awaiting Wednesday ░░░░░░░░ fed decision Our next ░░░░░░░░ is not expecting any ░░░░░░░░ changes this year and ░░░░░░░░ to hold major positions ░░░░░░░░ AI security and select ░░░░░░░░ Let s bring in ░░░░░░░░ Anderson chief investment officer ░░░░░░░░ andersen capital management Steve ░░░░░░░░ AI save the stock ░░░░░░░░ Over the past year ░░░░░░░░ date and I still ░░░░░░░░ there is a lot ░░░░░░░░ fuel left in the ░░░░░░░░ We just have to ░░░░░░░░ very careful Kelly about ░░░░░░░░ this party might end ░░░░░░░░ know I m a ░░░░░░░░ supporter of AI but ░░░░░░░░ would say I m ░░░░░░░░ rational supporter so we ░░░░░░░░ all in this theater ░░░░░░░░ watching a great movie ░░░░░░░░ know at some point ░░░░░░░░ is going to yell ░░░░░░░░ and the point is ░░░░░░░░ do we determine when ░░░░░░░░ is enough we re ░░░░░░░░ the market top That ░░░░░░░░ the big question What ░░░░░░░░ you think your answer ░░░░░░░░ Because I see you ░░░░░░░░ saying look looking at ░░░░░░░░ AI positions now it ░░░░░░░░ time to define the ░░░░░░░░ triggers What are they ░░░░░░░░ so you know normally ░░░░░░░░ would pick sell triggers ░░░░░░░░ that are financially based ░░░░░░░░ on the individual stocks ░░░░░░░░ I m not doing ░░░░░░░░ this time I ll ░░░░░░░░ two very simple sell ░░░░░░░░ The first is what ░░░░░░░░ might call the better ░░░░░░░░ theory So in other ░░░░░░░░ we re all down ░░░░░░░░ road the entire internet ░░░░░░░░ been upload and we ░░░░░░░░ waiting to see if ░░░░░░░░ is going to work ░░░░░░░░ if somebody comes along ░░░░░░░░ a totally different model ░░░░░░░░ how the brain works ░░░░░░░░ uses off the shelf ░░░░░░░░ That would blow all ░░░░░░░░ the traditional AI that ░░░░░░░░ re following now totally ░░░░░░░░ of the water Do ░░░░░░░░ think that s possible ░░░░░░░░ I do But it ░░░░░░░░ going to take some ░░░░░░░░ And then the second ░░░░░░░░ trigger I would say ░░░░░░░░ when you become aware ░░░░░░░░ say this great disillusionment ░░░░░░░░ instance what if a ░░░░░░░░ much strong influencer comes ░░░░░░░░ to the media and ░░░░░░░░ you know everybody I ░░░░░░░░ been thinking about this ░░░░░░░░ and it isn t ░░░░░░░░ what it s cracked ░░░░░░░░ to be There is ░░░░░░░░ cracks in the future ░░░░░░░░ AI and maybe it ░░░░░░░░ time to call it ░░░░░░░░ That could also happen ░░░░░░░░ that s very serious ░░░░░░░░ that does Concentrated portfolio ░░░░░░░░ I recall And I ░░░░░░░░ specifically you have added ░░░░░░░░ new name in the ░░░░░░░░ which is something you ░░░░░░░░ t do all that ░░░░░░░░ What is it and ░░░░░░░░ Tyler one of the ░░░░░░░░ stocks that has been ░░░░░░░░ shock wave medical so ░░░░░░░░ created a vacancy and ░░░░░░░░ do have a deep ░░░░░░░░ of candidates and so ░░░░░░░░ newest name I ve ░░░░░░░░ is a medical instrumentation ░░░░░░░░ called insuit the ticker ░░░░░░░░ podd and it is ░░░░░░░░ reremarkable technology that automatically ░░░░░░░░ insulin to diabetic patients ░░░░░░░░ put it on your ░░░░░░░░ it stays there for ░░░░░░░░ hours It s waterproof ░░░░░░░░ you don t have ░░░░░░░░ do finger sticks to ░░░░░░░░ your blood level or ░░░░░░░░ and you don t ░░░░░░░░ to inject any insulin ░░░░░░░░ your own it automatically ░░░░░░░░ it and at a ░░░░░░░░ more constant level which ░░░░░░░░ love Existing Aren t ░░░░░░░░ existing insulin patches or ░░░░░░░░ The patch that you ░░░░░░░░ probably referring to that ░░░░░░░░ see is a patch ░░░░░░░░ monitors your blood chemistry ░░░░░░░░ does not deliver the ░░░░░░░░ How many stocks are ░░░░░░░░ your portfolio and you ░░░░░░░░ you have a deep ░░░░░░░░ do you have a ░░░░░░░░ number that you stick ░░░░░░░░ and what is that ░░░░░░░░ and would you ever ░░░░░░░░ you go above that ░░░░░░░░ let s say I ░░░░░░░░ 22 stocks why wouldn ░░░░░░░░ you go to 5 ░░░░░░░░ 25 if you have ░░░░░░░░ other great ones It ░░░░░░░░ in cheek Tyler but ░░░░░░░░ try to find stocks ░░░░░░░░ simply are going to ░░░░░░░░ up and a lot ░░░░░░░░ people complicate their strategy ░░░░░░░░ they will go on ░░░░░░░░ you about certain quantitative ░░░░░░░░ but the only thing ░░░░░░░░ also do is I ░░░░░░░░ from a buy in ░░░░░░░░ so I look at ░░░░░░░░ fixed income perspective of ░░░░░░░░ and try to identify ░░░░░░░░ that have done very ░░░░░░░░ from a bond holders ░░░░░░░░ perspective Nand terms of ░░░░░░░░ this is the most ░░░░░░░░ I ve been 12 ░░░░░░░░ On occasion I ve ░░░░░░░░ up to 20 But ░░░░░░░░ don t have to ░░░░░░░░ s not a hammer ░░░░░░░░ for a nail all ░░░░░░░░ time I m just ░░░░░░░░ to find stocks that ░░░░░░░░ really think are immune ░░░░░░░░ today s worries I ░░░░░░░░ today s worries interest ░░░░░░░░ when AI is going ░░░░░░░░ crash all of those ░░░░░░░░ come into play and ░░░░░░░░ it kind of leads ░░░░░░░░ to a portfolio currently ░░░░░░░░ 12 stocks but I ░░░░░░░░ not have a pre ░░░░░░░░ number The number comes ░░░░░░░░ as a result of ░░░░░░░░ the stocks I like ░░░░░░░░ thanks very much Peter ░░░░░░░░ we appreciate it good ░░░░░░░░ always to see you.