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It is time. It's time for the light. That's right. Priv by sellers just stop question. Are you playing? day? Time for the light round. Let's start with Mike in Tennessee. Mike. Booyah. Jim. Booyah. Mike. So, on my watch list, I've got a stock that's involved in AI in the energy space. Um, I know the field's getting a little bit crowded, but I want to know if this is a winner.
American superconductor. I would say this stock has had a big move, but it's still only $2.7 billion. That's a very interesting spec, and I thank you for bringing it to our attention. Let's go to Chris in Massachusetts. Chris. Oh, yeah. From Boston, Jim. Oh, man. How you doing up there? What's going on?
Good. Long time listener for a son caller. Oh, thank you. My 11 and 9year-old sons about investing Baker and Alden. And we want to get your thoughts on a stock that's up 74% year-over-year, but down 26% in the past 3 months. Is this a buying opportunity in EAT Brinker International? Okay. So, what's happened is the commodities have gone way up, right?
and gasoline is trying to stabilize, but now gasoline's coming down and a lot of the key commodities are coming down too. So, it is time to pull the trigger for those youngans. I would be a buyer of Brinker for them. Let's go to Ken in Missouri. Ken, congratulations on your book, Jim, tomorrow. I want to state that first and foremost.
So, the company I'm calling today about has been in the news about securing a sole source 5-year contract worth up to 245 million from the Department of Defense. And it's also uh the first fully integrated antimony company in the world outside of China. So, I wanted to get your thoughts today on the ticker symbol UM United States Antimony Corporation.
Normally, I would say because of my new more cherry view about specs that I would not pull the trigger, but it's a spec that actually makes money and that's the difference. So, I'm willing to bless that as a spec cuz it makes money. Good call by you, Jerry in New York. Jerry, yo, Jimmy C, thanks for taking my call, brother.
My pleasure. We're shaking. I want I want you to know that your your invest not trade philosophy in individual stocks has helped me boost my retirement savings. That's how to do it. The trading stuff is trading stuff is no. No. We buy, we own, we homework. Let's go. Yes. So, I would love to hear your thoughts on amphanol.
Oh, it's a good company, man. It's just it's just a rocket ship. I know. But it's a good company. Is it cheap? No. But sometimes good companies are not going to be cheap. I like that call and I like the idea that you're getting it. We are not traders. Okay. We are compounders. Let's go to Jeff in Tennessee.
Jeff. Booyah. Jim. Booyah. What's happening? I'm I'm calling about a company that I bought back in June, which happens to be one of my biggest vendors, and they're very instrumental in what's going on in data centers and what should be a a housing market that should be catching fire. Once these interest rate cuts come,
they got a PE ratio of $1.99 and they made $9 a share. Uh, the company is QXO. $9 a share. I didn't all I know that's a Brad Jacobs company. I am a believer in Brad Jacobs and what he's going to do as a consolidator for roofing and I like the roofing business. , as M&A and the IPO market heat up, Kramer is highlighting one sector he thinks you can bank on for your portfolio.
Next, tomorrow, kick off the trading day with Squawk on the Street live from Post 9 at the NYSE. all the areas we covered today. All right. Amazing. I think it's Yes, it's amazing how many things we can cover. Well, that's true, but that's that's what we do for a living. And I was listening to the actual market that matters.
Cuz I have to insult you at least 10 times a show. I know. Um Nvidia Jim, what are you going to say? Go ever made in history. Thank you for that. Is up 2 and a half%. It all starts at 9:00 a.m. Eastern. &.
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