1. $QXO - Business Rollup Strategy
2. $OWL - Blue Owl Capital - Private Credit
3. $MU - Micron - Semis play
4. $WDC - Western Digital - Semis Play
5. $TEM - Tempus AI - Healthcare AI
6. $ISRG - Healthcare Robots
7. $BE - Bloom Energy - Semis play
8. $RKLB - Rocket Labs - Space
9. $UBER - Autonomous cars
10. $BMI - Electronic water meters
11. $TXRH - Texas Roadhouse - Share Repurchase
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