Q: From your answer to Neil’s question yesterday: “We feel the key for investors is owning a mix of names across sectors, HALO, AI-HALO, and not chasing into the latest 'hot theme' with a large weighting, but taking a measured approach to names that have long-term secular tailwinds in growth industries.” For a new long-term portfolio (5-10 years+) could you supply the sectors you are referring to and a stock or two for each sector? Thanks!

Q: I have gone from Fear to FOMO with these market gyrations, and am sitting on a ~15% cash position that I am anxious to deploy given the opportunity cost I have already incurred. I am targeting the above companies with most if not all of this cash. Three questions:

1. Could you rank these holdings in terms of long term capital appreciation potential?

2. How would you recommend I deploy this cash in this market towards these holdings? Over time or just proceed at this point?

3. Which 3-5 companies would you feel the most 'urgency' with?

Q: I hold Fix and Vrt and have done very well on both because of their potential re Data Centers, I am nervous on both because of past performance and I am aware that this % performance wont go on forever and there will come a day that I will likely bail. Do you have any other similar stocks that you would recommend That should benefit from the Data Center frenzy. Iwould put a stop loss on any of these stocks Thank you.