MPW ...is that a health care REIT ? Not something I usually look at . I mainly look for new disruptive business's / technologies AMZN ...my biggest holding . Yes Bezos started selling books ...but you could see the wider applications . The only store I go into now ( besides Apple ) is the grocery store . Everything else ( clothes , shoes , toilet paper , tools etc etc ) is usually one day delivery on Amazon for me . NFLX ...Last time I was in a movie theater was pre Covid ...Now everything is streamed via NFLX , Apple and Amazon NVDA . I think I argued their case to you in early 2023 . Yes AI was making a lot of mistakes then but the amount of $ and talent going into that area you know it would eventually work . Any debate I have now is all sourced from Perplexity or ChatGPT PLTR ...from early 2023 ..you could see their " boot camps " gaining traction . More speculative .. APP ...my eldest son works for a media buying Co in LA ....driving sales thru Meta etc . APP appears to be disrupting part of that market
Then biotech where I may have some first hand experience ...or is in an area my wife deals with ( Kidney disease )
Those are the areas I generally stick to . Happy to share ideas
Market Data 
Markets 
AI
