Author: Roman

They are overreaching talking about buying Intel. They’re on the wrong side of trade and lawsuit on Arm. I’m not a fan -On Qualcomm ($QCOM)

Cigna is very well run, it’s pro shareholder. I like Cigna, it’s two thumbs up -On Cigna Group ($CI)

No, Nextracker is a mistake I made. It’s a stock that won’t do well if Vice President Harris doesn’t win. I made a mistake, and Nextracker is one of them. I’m holding it, waiting for the bounce, and then it’s goodbye -On Nextracker ($NXT)

This is a phenomenon stock. There’s no level at which the buyers won’t take this stock higher. I’m gonna hold into it as a spec and let them walk it up. I think the buyers want this to be the best-performing stock in the S&P 500. I’m not kidding; I think that’s their goal, and they will accomplish that -On Palantir ($PLTR)

GE Vernova maybe one of the situations where it sells off on good news. I think you’re gonna get good news… The company is doing incredibly well. Be aware that they are the way that people are playing the power to the data centers -On GE Vernova ($GEV)

UEC is the real deal. You’ve got to double or it doesn’t matter, it’s going higher. We need more uranium, it’s a great situation, I recommend it to all my friends -On Uranium Energy ($UEC)

It trades with the whole group, and the group is actually trading very, very well…You’re in good shape with ET -On Energy Transfer ($ET)

Don’t buy the derivatives, buy the real. Either buy Bitcoin, or buy Ethereum. You can do do an ETF on Vanguard, if you want to do with that one -On MicroStrategy ($MSTR)

I like the prospects but you’re in it for the data centers, and data centers is excellent -On Oracle ($ORCL)

It’s held by Intel. I don’t know what to do with this – it’s too hard to tell. I’m gonna stay away from it -On Mobileye ($MBLY)