(00:35) Headlines

• Apple slim phones
• Fed Reserve interest rate cuts
• 401K millionaires

(07:51) Newest Recommendations

• Sporty shoemaker
• Solid infrastructure company

(16:20) What We Think Now

• Google
• Synopsys
• Tesla

(28:25) What We're Watching

• Tech valuations
• AI demand
• Costco earnings

(36:00) Preview of Coming Attractions

• SA Team RB recommendation
• Monthly rankings
• Quarterly updates
• Bonus episode

Host: Brian Stoffel

Guests: Andy Cross, Emily Flippen, Loren Horst

Producer: Mac Greer

Engineer: Austin Morgan