RUSH TRANSCRIPT Getting there ░░░░░░░░ here We do three ░░░░░░░░ trades three stock stories ░░░░░░░░ they matter to you ░░░░░░░░ to do the honors ░░░░░░░░ Michael Landsberg cio at ░░░░░░░░ private wealth management Michael ░░░░░░░░ Let s start with ░░░░░░░░ They re actually hired ░░░░░░░░ after posting their strongest ░░░░░░░░ wireless subscriber growth in ░░░░░░░░ five years And they ░░░░░░░░ get a 1 5 ░░░░░░░░ What do you do ░░░░░░░░ the stock I don ░░░░░░░░ like the stock at ░░░░░░░░ I mean I look ░░░░░░░░ 2007 the iphone came ░░░░░░░░ 2025 we got the ░░░░░░░░ 16 Verizon stock price ░░░░░░░░ the same 40 bucks ░░░░░░░░ 40 bucks Now It ░░░░░░░░ just not a stock ░░░░░░░░ we want to own ░░░░░░░░ s kind of like ░░░░░░░░ grandparents dividend stock I ░░░░░░░░ t think it s ░░░░░░░░ name that you want ░░░░░░░░ keep If you have ░░░░░░░░ sell it If you ░░░░░░░░ t don t own ░░░░░░░░ It s crazy They ░░░░░░░░ all this money they ░░░░░░░░ all these things for ░░░░░░░░ and we re just ░░░░░░░░ forget you All right ░░░░░░░░ what about Texas instruments ░░░░░░░░ re down 7 today ░░░░░░░░ the worst day in ░░░░░░░░ years After disappointing guidance ░░░░░░░░ estimates What ails this ░░░░░░░░ And would you pick ░░░░░░░░ up here The issue ░░░░░░░░ is they re not ░░░░░░░░ the cool part of ░░░░░░░░ I mean semiconductors you ░░░░░░░░ about before genativai ier ░░░░░░░░ of whehe and that ░░░░░░░░ where a growth is ░░░░░░░░ have very little exposure ░░░░░░░░ The other issue I ░░░░░░░░ is the multiple on ░░░░░░░░ instruments is not cheap ░░░░░░░░ I get if you ░░░░░░░░ t have a lot ░░░░░░░░ AI exposure but I ░░░░░░░░ t be paying over ░░░░░░░░ timesarnings aren t going ░░░░░░░░ grow much There s ░░░░░░░░ places to be in ░░░░░░░░ with exposure to AI ░░░░░░░░ isn t much more ░░░░░░░░ than this so that ░░░░░░░░ where I d be ░░░░░░░░ it s down for ░░░░░░░░ good reason because margins ░░░░░░░░ t there but I ░░░░░░░░ stay away All right ░░░░░░░░ a sell and a ░░░░░░░░ So this one better ░░░░░░░░ a buy Oh and ░░░░░░░░ s twilio up 20 ░░░░░░░░ Biggest gain since 2020 ░░░░░░░░ had better than expected ░░░░░░░░ ahead of their earnings ░░░░░░░░ this name We don ░░░░░░░░ even talk about it ░░░░░░░░ much What do you ░░░░░░░░ here I m going ░░░░░░░░ give it a hold ░░░░░░░░ here s why The ░░░░░░░░ was 400 in 2021 ░░░░░░░░ they ve gotten you ░░░░░░░░ kind of crushed The ░░░░░░░░ has never been revenue ░░░░░░░░ They ve had revenue ░░░░░░░░ for like 11 straight ░░░░░░░░ It just seems like ░░░░░░░░ s never talked about ░░░░░░░░ any money It s ░░░░░░░░ been a profitable this ░░░░░░░░ actually we re hearing ░░░░░░░░ of profitability and margins ░░░░░░░░ I think that s ░░░░░░░░ to be exciting about ░░░░░░░░ stock and where it ░░░░░░░░ go We still think ░░░░░░░░ can wait a quarter ░░░░░░░░ two to make sure ░░░░░░░░ it s actually real ░░░░░░░░ not just talk but ░░░░░░░░ at one 4137 it ░░░░░░░░ got a lot of ░░░░░░░░ before it gets back ░░░░░░░░ 392 So I think ░░░░░░░░ can wait a quarter ░░░░░░░░ two But if it ░░░░░░░░ to do well margins ░░░░░░░░ better I think it ░░░░░░░░ something you could pick ░░░░░░░░ down the road Anything ░░░░░░░░ re picking up ahead ░░░░░░░░ earnings next week The ░░░░░░░░ the big names the ░░░░░░░░ I think the biggies ░░░░░░░░ people have a lot ░░░░░░░░ exposure to the biggies ░░░░░░░░ mean so when we ░░░░░░░░ at some of those ░░░░░░░░ I think you ve ░░░░░░░░ those I mean we ░░░░░░░░ been exciting What s ░░░░░░░░ happening with bank earnings ░░░░░░░░ been a good tell ░░░░░░░░ I think continue Big ░░░░░░░░ continues to be the ░░░░░░░░ to be I think ░░░░░░░░ can broaden your exposure not