Bartels sees the tech selloff as a sector rotation, not a broad market peak. Semis are overbought and due for a 20-30% correction, but the economy is strong, small caps are in a new bull market, and the consumer remains resilient. She expects the Fed under Warsh to focus on data and price stability.

Koester explains Creations no-code AI platform for CRM and workflow automation. She argues AI is delivering real ROI in customer service, allowing her company to grow 50% YoY without adding headcount in call centers. She sees AI as transformative for enterprise efficiency.

Gaddis discusses Lathams fiberglass pool business, the Sand State strategy targeting Florida and Southern California, and the consumer economy. Pools are a discretionary purchase, and the company is seeing growth from new home builders using pools to offset high mortgage rates.