WEDNESDAY AUG 28 We are back in that moment where we will not recommend a company that’s losing a ton of money. -On Serve Robotics ($SERV) This stock can higher. This is precisely the kind of stock you should buy at this stage of the cycle. Hold on. -On Builders Firstscre ($BLRD) I think you’re…
I believe Michael Dell. The stock is down from $179 to $111, that seems to be decent risk-reward. I’m saying you can buy it. -On Dell Technologies ($DELL)
I think that Intel is getting whacked by AMD. I think it has nothing that can possibly lay a glove on Nvidia. I much prefer ARM Holdings -On Intel ($INTC)
The problem is that this company doesn’t make money. I know we want to explore nuclear energy as a way to get cheaper power for the data centers, but I’m not going to recommend Nano as a way to do it -On Nano Nuclear Energy ($NNE)
Ever since it was $180, I’ve been saying Tesla is an up stock. I don’t really care what people say anymore. This man is now the master. It’s no longer just a car company -On Tesla ($TSLA)
Datadog is a hugely fabulous company, and there are people trying to buy it for $20 billion. My problem is that enterprise software has too many people on it. I’m gonna reiterate. I don’t trust it yet, but it is a very good company -On Datadog ($DDOG)
Linda Rendle has done a remarkable job. She did not get a good hand. I like her. I’m a buyer of Clorox (Buy, Buy, Buy) -On Clorox ($CLX)
Buy (Buy, Buy, Buy). -On Ally Financial ($ALLY)
My least favorite in magnificent seven. Why? They don’t run the company well. -On Alphabet ($GOOGL)
That thing is a juggernaut. It’s very low multiple and it helps a lot of businesses. I like it -On GoDaddy ($GDDY)