WEDNESDAY JUN 25 High performance computing is on fire. That company doesn’t make any money, but I think it’s a very good spec. -On Applied Digital ($APLD) The stock is straight up. What we have to do is tomorrow we’ve got to ring the register a little bit. You just hit it out of the…
TUESDAY JUN 24 Don’t be interested in it. I don’t like the theme parks other than Disney. -On Six Flags Entertainment ($FUN) I’ve always liked MP. It just very recent that people realize it has potential. It keeps on losing money, that’s unacceptable. But you can own the stock. -On MP Materials ($MP) I’m not…
MONDAY JUN 23 There will be a time where I said don’t touch it, but you know what, nuclear is coming back. I’m not going to keep anybody out of Oklo. It is just too likely that they actually do ok. -On OKLO ($OKLO) Roblox goes higher. David Baszuki turns out to be the real…
MONDAY JUN 9 That’s a rough one for me. I don’t see what they have that I’d like to see. -On Wingstop ($WING) It’s a very, very good company and a very good stock. I just can’t get behind it because of what they do. -Philip Morris ($PM) I don’t know if it goes up…
WEDNESDAY JUN 11 I’m getting tired of the orphan drug model. I think it works for some time, I don’t think it works now. -On BioMarin ($BMRN) I think it’s a buy. I’m glad you highlighted it tonight because I think it’s a really good stock to own. -On Union Pacific ($UNP) I was prepared…
TUESDAY JUN 10 Joby is good, and I’m going with it. Joby is ok. -On Joby Aviation ($JOBY) You’re in good shape. That’s Rene Haas. His stock is doing very well. He is a partner of Nvidia, and they forget he used to worked in Nvidia. -On Arm Holdings ($ARM) I think it’s a wait…
MONDAY JUN 9 That’s a rough one for me. I don’t see what they have that I’d like to see. -On Wingstop ($WING) It’s a very, very good company and a very good stock. I just can’t get behind it because of what they do. -Philip Morris ($PM) I don’t know if it goes up…
MONDAY JUN 2 I’m not fighting it. You can own it. It’s a nice speculative stock. -On Aurora Cannabis ($ACB) It’s very cheap, but I don’t have a catalyst. I would still rather own Nvidia than I would Skyworks. Got to go with the best of breed. -On Skyworks Solutions ($SWKS) We think Sezzle’s had…
FRIDAY JUN 6 I know it looks cheap, but when I read what Mark Zuckerburg has to say, he’s talking about disintermediating ad firms. I’m afraid he’s too powerful, I’m not going against him. -On Omnicom ($OMC) I want you to stay in it. If anything, I’d like you to buy more. We don’t care…
THURSDAY JUN 5 RELX is two thumbs up (Buy, Buy, Buy). -On RELX ($RELX) I personally would not own Altria Group. -On Altria Group ($MO) No, we’re not going to recommend that stock. -On Lincoln National ($LNC) I don’t want to do a lot of China right now. I’m not getting that vibe. -On EHang…