Q: If the manufacturing base in the US truly strengthens, and I appreciate many of the announcements are performative, what companies will benefit…infrastructure, robotics, construction etc etc Any specific stocks to recommend?

Q: What are your thoughts about these two please, thanks.

Q: Zebra Technologies just reported earnings and, while it beat expectations and has a solid backlog and pipeline, the outlook is looking rather dismal due to so much macroeconomic uncertainty. I was also wondering, with so many customers buying during the pandemic, how long until you think they will need to upgrade? I know the company is expanding into adjacent markets and internationally but wonder if most businesses now have the technology in place. Would you move on? Or hold? Thank you.