The video identifies five stocks - A (Agilent Technologies), XOM (Exxon Mobil Corporation), TXG (10x Genomics), DNUT (Krispy Kreme, Inc.), and ZYME (Zymeworks Inc.) - across five different sectors. November is pivotal due to breakthroughs in AI healthcare, energy companies' cash printing, and scientific advancements. A is called an invisible giant powering modern medicine, market growing 7% per year with estimates of US market reaching $269 billion by 2034. It's driven by personalized medicine, pharmaceutical R&D spending, and AI. It is selling the equipment into all of these bio tech companies. Its market is a 52% gross margin; 14.23% ROIC; 16% free cash flow; . In the chart he pointed to a new area around $148. Exxon is trading at about $117, they have massive oil reserves, but he notes analysts say to hold, with a PE ratio of 15.7, but says a lot of money goes back to share holders. Krispy Kreme is at about $4, and he notes that revenue is down due to intentional close downs of stores to streamline profits, to around $40 million. ZYME is at around $16.00, its in clinical stage, and he looks at ADC's in that area.