Building a portfolio from scratch? David Wagner goes rapid-fire on the top names that make the cut

David, help build me a portfolio from scratch. An AI stock. >> Quanta Services. >> A value stock. >> Progressive. >> A name that will do well even if rates rise. >> I think that would be Amphenol. >> A consumer stock. >> Uh TJX is down 18% this year. I think that's a great stock to be in alongside Walmart. >> A stock that you would hold for the next decade. >> I think it would be I hate to say this one, but it would it would still be Nvidia. >> A high-risk, high-reward play. >> Uh I love the NeoCloud names. So, to think of um CoreWeave or TeraWulf. >> One stock you think belongs in almost every portfolio. >> I would say it would be Nvidia. >> What about an international play? >> Japan banks actually is probably where I'd be putting some international capital right now. >> Mag 7 name that would not appear in this portfolio. >> That's an easy one. It's still going to be Tesla, but if there was a close second, it would probably actually be um Meta. >> Likelihood that SpaceX would appear in this portfolio. >> 10 years down the road, I do believe that it could be one of the large or the largest stock in the S&P 500. Yet, I wanted it to get its sea legs underneath itself first before it gets put into the portfolio, but I am actually quite bullish on SpaceX. >> And what's the biggest risk to this portfolio? >> The biggest risk to this portfolio is some type of slowing growth in uh the AI trade.