Q: I am considering the above companies. Are there any that you would not purchase at this time. Would you kindly order them in terms of quality and potential growth.

Q: Do you feel these companies can become long term compounders? If so, which company do you feel has the better prospects of becoming a long term compounder?

Q: For AI, which companies are in the best position to benefit from having the largest and highest quality data sets, in addition to GOOGL ADBE and META. Please explain how they can benefit and whether they are buyable today for long-term holds.