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Accounting irregularities equal (Sell, Sell, Sell)-The whole way until it’s cleared up, and these guys didn’t clear up anything -On Super Micro Computer ($SMCI)

WEDNESDAY NOV 13 I think it’s fine… It’s consistent. Take a look at the long term, this one is pretty terrific. I like it. -On American Water ($AWK) They’re crushing it this holiday season. These guys are doing so many things right. That last quarter was tremendous. But the key is Europe. That’s the delta…

I think it still works higher (Buy, Buy, Buy). Data centers are using too much energy; they’ve got a solution. I’ve liked them for a long time -On Constellation Energy ($CEG)

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

FRIDAY NOV 8 I like what Russell is doing (Buy, Buy, Buy). This quarter is actually quite doing well. I’ll own the stock right here. -On Domino’s ($DPZ) I like EPD (Buy, Buy, Buy). I liked it for a very long time—double down right here. -On Enterprise Products ($EPD) (Buy, Buy, Buy) The stock could…

SoFi is no longer a bank, it’s a technology company as it was always meant to be. The stock is good -On SoFi Technologies ($SOFI)

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)