Chris Wang of Runnymede Capital Management says weak jobs data and sticky inflation driven by the Middle East conflict have flipped odds toward no Fed rate hike in October. He likes Starbucks (SBUX) under Brian Niccol's turnaround with four straight quarters of comp growth, Visa (V) for its AI agent payment rails and $4 trillion in payment volume, and FreshPet (FRPT) for its sticky fresh pet food model with 96% customer retention.