In short: An industrials 52-week-high leadership name — the kind of broad-market strength he wants to own across "a variety of places."
CSX is one of the big US freight railroads. Terranova lists it as an industrials 52-week-high name — a representative of the broad-market strength he wants spread "across a variety of places." Again the logic is the leadership screen: own what's already breaking out, not what you hope will.
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Verbatim excerpts from the public transcripts (auto-pulled at each mention's timestamp, lightly cleaned). Timestamps link into the video; "source page" opens that commentator's full analysis at this row. Click a mention's header line to expand it (one open at a time). For personal study — not investment advice.