You know, the fact of the matter is it's an automated system that helps the umpire. It doesn't the umpire doesn't become a robot. Um, you know, he's still the man behind the plate that runs the game.Um, but it is a really robust system. Um, you know, there's inherent value in getting calls right, particularly in high leverage situations. Um, and I think one of the beauties of ABS is that it takes virtually no time.I don't know if you've ever seen one, but the challenge happens, the umpire gets the answer in ...

Space Technology Advancement - Reusable rockets/ships are being developed for space travel to the Moon and Mars [1][3] - This technology is expected to be available this decade [1] Policy and Geopolitical Context - The US is returning to the Moon with the goal of commercialization [2][3] - China aims to land astronauts on the Moon by 2030, creating a space race [2] - The US aims to improve upon past efforts through reusable ships and commercialization [3]

Joby Aviation (Air Taxi Industry) - Joby's stock experienced a significant increase, rising over 40% in a week and 104% since June 17th [1] - The company doubled its air taxi production capacity in California and made a major announcement in Ohio, focusing on electric vertical takeoff and landing (EVTOL) vehicles [2] - Joby delivered its first production aircraft to Dubai and is running an EVTOL trial there, pending final FAA certification in the United States [3][4] - The company is considered a leader in the EVTOL space, which is described as a cross between a helicopter and a plane for short trips [3] Fastenal (Industrial Distribution) - Fastenal's stock shows a strong upward trend, with buyers consistently supporting dips since early 2023 [5][6] - The company has effectively "Amazoned" the construction business with its Fastenal Managed Inventory (FMI) digital tech platform [6] - FMI technology accounted for 44% of total sales in the last quarter [8] - Fastenal is viewed as a well-managed industrial company, not a high-growth tech company [8] - Market expected margins to drop, but they've continued to expand, aiding company outperformance [10]

All right, Josh, one of the 20-y year moves as well. This one in the pharma space. It's Fizer. You've been a longtime holder of Fizer. You decided to change your position there. What's the motivation? Do you know how hard it is to find a stock as bad as Fizer like in the last couple of years? I I managed the impossible. Um I haven't really lost a lot of money here. I think my initial purchase was like 28. Uh but it's a it's a loss nonetheless. But the way I think about these types of things, it's a loss rel ...

Microsoft also at an all-time high. Uh is this a time to get off the ship on Microsoft. Joe, Josh, I mean, I think it's really interesting here with Microsoft is if you look at Microsoft relative to the QQQ, it still has not made a record high relative to the QQQ.I think there is a lot of power still behind a lot of these mag seven names and I expect them to outperform in the the back half of the year. Now, coming back to why we that's a name you just trimmed. So, if your name would outperform, why would yo ...

Now, is this the time to take some chips off the table or just ride this rally going into earnings? I think for every individual person watching this and for every portfolio manager, unfortunately, I don't have advice that would cover the gamut of what everyone's trying to do. But one of the things that I think is very obvious is now is not the time to be getting more bullish than you were a month ago or 6 weeks ago. Now is the time to maybe say, "Okay, I've had a good run. a bunch of stocks that are up dou ...

Well, Phil, when we spoke in April, a lot of this was fresh, right. But here we are in mid July coming off a quarter where orders were up 27% both in services and in new make engine. So, demand continues to be robust.I think we've got better clarity as to where we're going at least with respect to aerospace. We've been advocating, as you know, for a return to the tariff-free construct in aerospace that dates back to 1979. We saw that captured in the US UK agreement.We're hopeful that that will be replicated ...

Well, Phil, first and foremost, I think what happened with Air India 171 was a true tragedy. Obviously, our sympathies are with all of the uh the survivors and the the loved ones who lost uh family members. For me, being still relatively new to the industry, it was a moment to once again see how the industry comes together in these situations.The industry does not compete on safety. And for us, you mentioned flight deck. That's really our operating model that reminds all of us that our priorities start with ...

Morgan Brennan sits down with Hadrian founder and CEO Chris Power to discuss the startup’s $260 million Series C round led by Founders Fund and Lux, as well as a factory expansion line led by Morgan Stanley. Morgan and Chris explore how Hadrian is leveraging AI and automation to modernize U.S. manufacturing, support the defense industrial base, skill workers rapidly, and compete with China's industrial dominance. Amid the focus on reshoring manufacturing and reindustrializing the U.S., Hadrian’s revenue gre ...

Peacock. >> Welcome back. Take a look at Citizens Financial Group higher this morning.After a beat on the top and bottom lines, with net interest income in line with expectations, forecasting a constructive environment heading into the second half. Joining us now in a CNBC exclusive interview is Citizens Financial Group CEO Bruce Benson. You know, Bruce, if we told you, you know, in early April that all regional banks, big banks are going to report healthy numbers, improving outlooks and confidence, it woul ...