(00:32) Headlines

• Opportunity and volatility
• AMD, Nvidia, and sharing
• AI and SaaS

(07:57) Newest Recommendations

• A high-flying space stock
• A fast-driving automaker

(20:17) What We Think Now

• The Trade Desk
• On Holding
• Lemonade
• Vertex Pharmaceuticals

(38:06) What We're Watching

• Market valuations and inflation
• Evolution of live entertainment

(41:10) Preview of Coming Attractions

• SA Team RB recommendation
• Monthly rankings
• Bonus episode

Host: Brian Stoffel

Guests: Emily Flippen, Asit Sharma

Producer: Mac Greer

Engineer: Austin Morgan