Expects war to end soon, calming markets; expects oil prices to stabilize quickly; sees great long-term opportunity; companies are making money; expects interest rates to come down with two rate cuts this year.

Yes, on AI side, power sector like Siemens is undervalued with tremendous opportunity; AI will disrupt companies like Salesforce but power will be needed; loves power, energy, raw materials, rare earth minerals, and copper.

Gold and silver had great run but looking more towards rare earths and copper; halo stocks like McDonald's, Coca-Cola will benefit from market broadening.

Microsoft is the pick; down 20% but $250B revenue company with tremendous value; believes this is the year for Microsoft; could be 20-25% stock this year, possibly back to $555 by January next year.

Agriculture is too important; global events highlight its importance; bonus depreciation for farmers buying equipment will drive demand; lower interest rates will drive things; beginning of buying cycle for farm equipment; Deere uniquely positioned.

Siemens Energy is big with huge backlog; positioned to be a leader in powering AI centers; hard to screw up given position.

Tesla still has room; they won't be making cars in 5 years; robots doing kung fu demonstration shows world changing; Tesla uniquely positioned.