Author: Roman

Even Sanjay Mehrotra thought I was too bullish about Micron. I think the stock goes much higher. I like you in the stock -On Micron ($MU)

TUESDAY NOV 5 I like Broadcom. -On Broadcom ($AVGO) It’s a very complicated story and they are losing a lot of money. I’m giving you Broadcom… -On Skywater Technology ($SKYT) I think it’s a buy. I think there’s gonna be a lot of stock issuance. And you hardly ever get the stock down here. I…

I did not like the warranty number once again. I did not like how much they are losing in EVs. -On Ford ($F)

You have to have planes that last longer and that means more GE business. How about a twofer? Let me throw in GE Vernova which is on fire. You know what.. How about a threefer, GE healthcare. Both three are good. That’s Happy Halloween.

-On GE Aerospace ($GE)

Anytime I get into self driving technology, I like to go with Tesla. I’m not wedded to Tesla, I don’t even like the guy, he was nasty to me one time met him. But that doesn’t impact my thinking… I would buy Tesla stock -On Aurora Innovation ($AUR)

Stryker is a really good company. I have been recommending it for a very long time. It’s one of the companies that you want to own it and forget about it. That’s how good it is -On Stryker ($SYK)

It is such a great company… There is something to be said for these asset managers that do a good job… And T-Rowe is one of them. I want to buy the stock -On T.Rowe Price ($TROW)

Buy, buy, buy, buy, buy. I like CrowdStrike -On CrowdStrike ($CRWD)

They just raised capital, so they have got enough money to be able to last from some time. I’m gonna count it as buying. You’re okay for now. If it gets to $7, I would take the money and ‘Kaching Kaching’ -On Joby Aviation ($JOBY)

It’s really hard. It sells at high multiple. I think HubSpot is playing with fire frankly and I do not want to play with fire -On HubSpot ($HUBS)