It's now time for some of today's trending tickers. This morning, we are watching Tesla, Rubric, and Samsara. First up, Tesla continuing to make up ground after that social media feud between CEO Elon Musk and President Trump. Shares moving higher after the stock lost $153 billion in market cap during Thursday's trade. The biggest ever one-day drop on record for the firm. According to The Wall Street Journal, President Trump even considered getting rid of the Tesla he had purchased earlier this year in a sign of support for the company at that time. I still have James in studio with me to provide context. James, how are you thinking about Tesla these days?

Yeah, Maddie, it's been, uh, you know, the volatility around the soap opera. I think it's creating a lot of investors. Makes them nervous and I think it should. Um, but I think what we have to do, as always, when there's volatility, look deeper in. You know, is this a company, uh, whose earnings and and sales and revenue can turn around now that he's back in in the sea. And I think that's, you know, for us as investors, we felt we really can't be an investor in Tesla until he come back and focuses on the job at hand. We do think the future is bright for Tesla. So my view here is use this crazy volatility, particularly the downside. If you don't own it, maybe pick up some shares as to begin to build up position.

And not concerned too much about like any executive risk more broadly for the stock. You think the earnings growth can outpace any musk-related challenges?

Well, I think we always, you know, at Main Street, always thinking about management. You know, how how good. Now that he's back, that's kind of our positive spin on that. But I would suggest if, um, you know, if he ends up going back to the White House or or somewhere else, I'm not sure I'd want to own the stock. So it's going to be very important that he stays. He's consistent and he starts to really draw out that future, what the future looks like.

Great overview, James. We also want to talk to you about shares of Rubric. They're giving back gains after beating Wall Street's expectations on the top and bottom line shares, rising in after-hours trading on stronger than expected revenue for the cloud services provider. Keybank analysts raising their price target for Rubric and maintaining their overweight rating after the report, citing its annual recurring revenue. We're seeing a slew of price target raises here from likes of Wedbush, Canaccord, and Piper Sandler. Uh, but the stock moving to the downside just a bit, James. How are you thinking about Rubric?

You know, we love the space. Uh, and I think the numbers speak for themselves. They beat on the top and the bottom. It got some some firms upgrading. Uh, cloud storage to us, you know, the economy may slow in the United States with the lack of fiscal spending and and tariffs. Um, but AI, which is related to cloud infrastructure, we think is a growth story and Rubric is a great way to play that. The numbers were fantastic and I we'd be a buyer and if I owned it, I would hold it. It's a that's the space you want to be in.

A bullish signal for Rubric. You heard it here first. All right, let's talk about shares of Samsara sliding after sales growth guidance disappointed investors. Well, the software provider does expect revenue to grow in the second quarter to $373 million. That represents a slowing growth rate going forward. So again, that guidance disappointment really being key. We're seeing this throughout the earning cycle. Now shares down over 7% as a result.

Yeah, in the myths, you know, it can't be taken lightly. Uh, and and the guidance can't be taken lightly. This is a market. You probably have noticed this. It's very selective. Um, there's some really great companies like Adobe that missed and and guided down. That stock's been in the in the trash bag for a while. I think this one goes with it. I would stay away from any company that hasn't been able to prove great growth here in this environment, and particularly if they're not giving good guidance. There's so many alternatives in the software space related to AI that are doing the opposite with good guidance and better earnings. So I think as investors, let's stay away from that stuff that just isn't showing up well.

Is guidance a more important metric for you now than it has been previously because of the environment?

Yeah, it sure is. And and I think that Jensen Wang at Nvidia, you know, he's that's a good example, right? Really letting investors know, this is where we think this goes with tariff headwinds, with a slowing economy. Um, and I I think that's only thing we really can hang on to. If it's really tight management, really good management, um, we want to think about that guidance. We want to really follow that guidance.

Great overview, James. Thank you so much. Appreciate it.