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Rob Luna confronts worries around the market and shrinking liquidity, including pressures on labor. “It’s going to have to be real earnings that are driving stocks,” he says. He likes CrowdStrike (CRWD), Netflix (NFLX), and Oracle (ORCL). He emphasizes the need for cybersecurity in the age of AI and thinks Oracle has a great opportunity after a massive sell-off – it’s a “gift at these valuations.” Netflix he calls the safest of the three.
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