Companies covered: Movado Group Inc. (NYSE:MOV), Turning Point Brands (NYSE:TPB), Haverty Furniture Companies, Inc. (NYSE:HVT), Standex International Corporation (NYSE:SXI), Pagaya Technologies Ltd. (NASDAQ:PGY), U.S. Bancorp (NYSE:USB), Galaxy Digital Holdings Ltd. (OTCMKTS:BRPHF), NVIDIA Corporation (NASDAQ:NVDA), Meta Platforms Inc. (NASDAQ:META), Amazon.com, Inc. (NASDAQ:AMZN), Cameco Corporation (NYSE:CCJ), Golar LNG Limited (NASDAQ:GLNG), Talen Energy Corp. (NASDAQ:TLN), MercadoLibre, Inc. (NASDAQ:MELI), American Coastal Insurance Corp. (NASDAQ:ACIC)