[Music] Take a look at today's bull of the day. A Zach's ranked number one, strong buy. [Music] And today's bear of the day, a Zach's rank number five, strong cell.[Music] Visit zachs. com/bull to get seven stocks set to outperform the market over the next 30 days. ...

[Music] Take a look at today's bull of the day. A Zach's ranked number one, strong [Music] buy. And today's bear of the day, a Zach's rank number five, strong [Music] cell.Visit zachs. com/bull to get seven stocks set to outperform the market over the next 30 days. ...

Cybersecurity Industry Analysis - Cyber Arc is a leader in privileged access management, focusing on identity security [2] - The cybersecurity war is being fought with AI against AI in 2025, emphasizing the need to own cybersecurity companies [5] - Nation-state enterprises are heavily involved in hacking, making cybersecurity a big business [6][7] - Cyber Arc's main competitor is Crowd Strike, which specializes in dealing with nation-state threat actors [12] Cyber Arc Financials and Valuation - Cyber Arc is approaching $1.5 billion in revenue, with a projected 32% growth this year if they reach $1.3 billion [13] - Cyber Arc's market cap is $20 billion, resulting in a 13x price-to-sales ratio [13] - Cyber Arc is projecting 20% revenue growth for next year [14] - Cyber Arc's EPS is growing at approximately 25% [17] Robotics Industry Analysis - ABB, a Swiss industrial giant, will spin off its thriving robotics division next year [19] - The robotics industry is predicted to be the next multi-trillion dollar industry [25][31] - There are numerous private robotics companies vying for funding and success, with many looking to IPO [22][23] - Figure Robots is identified as a significant private player in the robotics industry [30]

[Music] Take a look at today's bull of the day. A Zach's ranked number one, strong [Music] buy. And today's bear of the day, a Zach's rank number five, strong cell.[Music] Visit zachs. com/bull to get seven stocks set to outperform the market over the next 30 days. ...

Market Overview & Investment Strategy - The podcast focuses on growth stocks, noting a potential breakout in the S&P 500 in the summer of 2025 following a trade war selloff [1] - Zacks' premium screens, which utilize the Zacks Rank, are highlighted as a tool for identifying promising growth stocks [3][4] - The podcast aims to explore growth stocks using Zacks' screening tools, offering insights into both basic and premium screening options [2][3] Featured Stocks & Analysis - **Apploving (AP)**: A technology platform in the advertising sector with a market cap of $136 billion, showing strong earnings growth and positive analyst revisions [22][37][43] - **Anglo Gold Ashanti (AU)**: A gold mining company with a market cap of $19.9 billion, benefiting from rising gold prices and showing significant earnings growth [23][49] - **Birkenstock (BIRK)**: A shoe manufacturer with a market cap of $10 billion, demonstrating strong sales and earnings growth despite potential tariff concerns [23][57] - **Cyber Arc Software (CYBR)**: A cyber security company with a market cap of $19.5 billion, experiencing robust growth in a booming industry [25][63] - **European Wax Center (EWCZ)**: A personal care franchise with a smaller market cap of $284 million, showing potential for growth and value combination [26][67] - **NB Bankore (NBBK)**: A regional bank with a market cap of $676 million, exhibiting growth in earnings and revenue, and considered undervalued with a low price-to-book ratio [28][73] Key Metrics & Financial Highlights - Apploving's sales are expected to grow by 243% in 2025, with earnings up by 852% [43] - Anglo Gold Ashanti's 2025 estimates show a 95% increase, driven by rising gold prices [50] - Birkenstock's PEG ratio is 11%, indicating reasonable growth at 28 times earnings [57] - Cyber Arc Software's earnings growth is projected at 170% for 2025, with sales also in double digits [63] - European Wax Center's forward PE is 84%, with a PEG of 46, indicating a value PEG [71] - NB Bankore has a price-to-book ratio of 094, suggesting it is undervalued [77]

AI Adoption and Infrastructure - User adoption of AI is experiencing exponential growth, similar to early internet adoption [1] - The infrastructure investment in AI, including capex from hyperscalers like Tesla, Meta, and OpenAI, is unprecedented, estimated at a $225 billion annual run rate [1] - Token costs (the cost to create a piece of data by AI) have collapsed, reflecting the deflationary nature of the technology [1] Enterprise AI and Open Source - Enterprise AI revenue growth is defying traditional SaaS gravity, with examples like Cursor growing from $1 million to $300 million in ARR in 25 months [1] - Open source AI models are exploding, with significant growth in platforms like Metlam and Hugging Face [1] Physical AI and Automation - Physical AI, particularly robotics, holds immense potential, with synthetic data being used to train robots, potentially including hundreds of millions of humanoid robots [1] - AI-powered systems are being used for large-scale automation, such as weeding 230,000 acres with drones and AI-powered lasers [1] Job Market and Monetization - AI job postings are up 448%, while traditional IT jobs are falling, indicating a significant shift in the job market [1] - Monetization models for AI are still broken, with companies like OpenAI having a $13 billion annual burn rate [1] AI's Transformative Potential - The next 26 billion internet users will be AI-first [1] - The AI revolution is compared to the impact of James Clerk Maxwell's discoveries in electromagnetism, suggesting a seismic transformation for science, technology, and economics [2]

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[Music] Take a look at today's bull of the day. A Zach's ranked number one, strong [Music] buy. And today's bear of the day, a Zach's rank number five, strong [Music] cell.Visit zachs. com/bull to get seven stocks set to outperform the market over the next 30 days. ...

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what's up everybody dave Bartoziac here and I've got another chart of the day This time talking about Shener Energy ticker LNG I give you two seconds to guess what it is these guys do That's right liqufied natural gas So uh they've got a big transport center down there in New Orleans basically right or terminal rather I guess is the the word for it Now there's been this news about the uh this Alaskan pipeline that the Trump administration wants to build and I wanted to take a look at the impact on this And ...