TUESDAY AUG 12 We’re not going to go there, it’s too volatile and too hard to actually nail down. I’m going to say skip that one. -On Albermarle ($ALB) It’s too hot for me. -On Astera Labs ($ALAB) Equinix is still too expensive. I don’t want you on the commodity side. -On Equinix ($EQIX) That’s…
MONDAY AUG 11 Down here, I begin to think that we are too negative on it. But I am very upset with Lilly and the way they handled this, and I think they should come back on and talk to me. They shoudn’t done the way they did. -On Eli Lilly ($LLY) It’s at $72,…
MONDAY AUG 4 You’re fine with Tesla (Buy, Buy, Buy). It’s in transition from being a car company to being a technology company, and you want to be in there because the tech is worth a lot more than what it’s selling for right now. Don’t care where you bought it, care where it’s going…
THURSDAY AUG 7 Here’s my thoughts on Boeing (Buy, Buy, Buy, Buy, Buy). Fair enough? -On Boeing ($BA) I’m going to steer you away from that stock and from that group, which is really a nightmare. -On Lamb Weston ($LW) I’d just say (Buy, Buy, Buy). -On KeyCorp ($KEY) That’s a wrap. As always, we’ll…
WEDNESDAY AUG 6 Salesforce is a little tough right now, because right now, the enterprise software companies are all coming down. I have not been recommending the stock hard. I want to see what happens with the quarter. -On Salesforce ($CRM) I believe in nuclear power, I believe in their strategy. Let’s be a little…
TUESDAY AUG 5 Palo Alto is a buy here (Buy, Buy, Buy, Buy, Buy). We were going to buy some for the capital trust. I think you have a good idea. -On Palo Alto Networks ($PANW) Tomorrow, I think Qualcomm goes up, and then I want you to (Sell, Sell, Sell). -On Qualcomm ($QCOM) You…
MONDAY AUG 4 You’re fine with Tesla (Buy, Buy, Buy). It’s in transition from being a car company to being a technology company, and you want to be in there because the tech is worth a lot more than what it’s selling for right now. Don’t care where you bought it, care where it’s going…
MONDAY JUL 28 I’m worried about Brighthouse Financial, and peoplpe pass on that. I prefer Chubb. -On Brighthouse Financial ($BHF) I hate to say it, but I just don’t think it’s a high quality mine. -On Hecla Mining ($HL) I think that technical schools are the way of the future. I think the real jobs…
THURSDAY JUL 31 I think CoreWeave is good. Remember, Nvidia is better than CoreWeave. CoreWeave would tell you that. -On CoreWeave ($CRWV) I really like it. Let it come in and then do some buying. -On Lam Research ($LRCX) We don’t play that game. If you want to own that kind of stock, just go…
WEDNESDAY JUL 30 Stocks up 45%. I think Uber’s going to $200. I’d just say you go buy more here. That’s the only solution I see. -On Uber ($UBER) I would say this, I think you buy a little bit here, but we do need to see DRAM pricing go back up before you get…