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This stock has come down down down at this level. I cannot count in selling Cleveland-Cliffs at this level -On Cleveland-Cliffs ($CLF)

They’ve got tremendous design. Patrice Louvet is a dynamite. You’ve got a winner there -On Ralph Lauren ($RL)

I think Adobe has come so far down. I’m going to call it a buy -On Adobe ($ADBE)

This is a multi-year move. We’re not going to look at it on a quarter-by-quarter basis. I think it’ll be higher long term.

-On Amazon ($AMZN)

I want you to sell Viking therapeutics and roll it into Viking Holdings. It does not save lives, it does not lower your blood pressure, but darn to have a good time -On Viking Thera ($VKTX)

That is a sell – it doesn’t matter. Accounting irregularities equals sell.

-On SMCI ($SMCI)

That’s the worst collection of brands I’ve ever seen. I think those guys should continue to go lower. And they’re living up to the recommendations -On Kraft Heinz ($KHC)

I want to own Crispr—I keep seeing their name come up in all the science papers I read. Let’s put some away, and if it goes lower, we will buy more -On Crispr Therapeutics ($CRSP)

I really like it. It really is the solution, I think, in a lot of ways, to a Pentagon budget that may be too bloated but needs to be more effective (Buy, Buy, Buy). I like AVAV -On Aerovironment ($AVAV)

It’s too early to sell. I can’t recommend it and I don’t want you to sell if you have it. Let the dividend do its job -On Pfizer ($PFE)