Q: After recent news/earnings and along the thinking that AI will not completely replace SAAS but work along side it and even provide positive tailwinds, do you think its time to rotate a bit more from hardware to software or proceed with caution still? I hold CLS, NVDA, NBIS, VRT in hardware and CSU,LMN,TOI,SPOT, SHOP,CRWD,BKNG,TRI in software. Also own GOOG. I'm trying to find the right balance. If we look at SOXX/IGV, are we going to see mean reversion back to the mean?

Also what part of the market or credit cycle do you think we are in? Mid to late cycle? Should we be more defensive or still slowly adding to growth names? Thanks!

Q: Which one of these two communication stocks would be your favorite today and the reason why please.

Q: Would you be a buyer of either name after their good results today? Have a small position in SPOT already but none currently in RACE. I did have RACE before but sold back in Dec. Would you consider these good long term growth stocks and which would you choose if you had to pick one for long term growth or would you have positions in both? Thanks!