00:00Mark, so outside of, I guess, those stocks you mentioned, what other industries do you
00:05think have the most capability to be disrupted and increase earnings through AI over the
00:11next few years?
00:12Well, I go to the air conditioning and the cooling companies like Fix, which has been
00:19a big favorite of mine.
00:23And I think that's setting up in a way that the chart doesn't look good right now.
00:29The power gauge is neutral plus.
00:31But I think if that bottom holds, I don't think you'll go down to fill that gap.
00:36They're doing cooling for like data centers, right?
00:40Yeah.
00:41AI data center build outs.
00:43What about VRT?
00:44Have you been watching VRT?
00:45VRT, the chart pattern's a little bit weaker, but yes.
00:49And you're right in that support area where it broke out in May.
00:53So yeah, I love VRT.
00:56Again, these were really overdone, more so, I think, than the NVIDIAs of the world.
01:01And the pullbacks have been bigger.
01:03Well, VRT in the last year has went from $26 to $109.
01:08You're talking about a stock that's up 300 to 400% here over the course of the last year.
01:13So I mean, there may be more upside here, but there's a lot of good news priced in there.
01:17Yep, absolutely.
01:19But I think these are the longer term plays, as you say.
01:22I'm not a five-year kind of guy.
01:25But if you have a three to five-year outlook, these are the stocks that are going to continue
01:30to shine because we need data.
01:34And then take a look at PRIM, PRIMORIS.
01:37We got stopped out of an options trade with a nice profit on that one.
01:42Very similar alternative power for these plants.
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