It’s kind of an opposite of Nvidia but it makes no money. That said, I I know a hot stock when I see it. I’m not going to fight the speculation for space. I’m not going to bless it, but I’m not going fight it -On Intuitive Machines ($LUNR)
I don’t know how you can make a lot of money in that business frankly. I just don’t know how you can make the money -On Transmedics Group ($TMDX)
Coinbase is what I call an upstock. These stocks have buyers every time they pull back, and they probably will be year-end. Coinbase is a winner -On Coinbase ($COIN)
They’re crushing it this holiday season. These guys are doing so many things right. That last quarter was tremendous. But the key is Europe. That’s the delta that’s going to move it higher -On Amazon ($AMZN)
Accounting irregularities equal (Sell, Sell, Sell)-The whole way until it’s cleared up, and these guys didn’t clear up anything -On Super Micro Computer ($SMCI)
WEDNESDAY NOV 13 I think it’s fine… It’s consistent. Take a look at the long term, this one is pretty terrific. I like it. -On American Water ($AWK) They’re crushing it this holiday season. These guys are doing so many things right. That last quarter was tremendous. But the key is Europe. That’s the delta…
I think it still works higher (Buy, Buy, Buy). Data centers are using too much energy; they’ve got a solution. I’ve liked them for a long time -On Constellation Energy ($CEG)
I did not like the warranty number once again. I did not like how much they are losing in EVs -On Ford ($F)
FRIDAY NOV 8 I like what Russell is doing (Buy, Buy, Buy). This quarter is actually quite doing well. I’ll own the stock right here. -On Domino’s ($DPZ) I like EPD (Buy, Buy, Buy). I liked it for a very long time—double down right here. -On Enterprise Products ($EPD) (Buy, Buy, Buy) The stock could…
SoFi is no longer a bank, it’s a technology company as it was always meant to be. The stock is good -On SoFi Technologies ($SOFI)