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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)

This was a conundrum. They had some bad stuff to say today about their ability to continue, which ofcourse is not a problem. I’m not sure how they can handle the situation.

-On Hawaiian Electric ($HE)

The problem with Dollar Tree is that people already have discovered that the small form is no longer working. They rather go to Walmart which is a buy, or Costco if they can afford the membership fee, which they should be because it pays back quickly -On Dollar Tree ($DLTR)

They did have a decent quarter. I’m not impressed with my own stock picking. I could have bought GE Vernova or GE Aerospace, it could have been better. I bought the worst of the three, and I’m not proud of myself on this -On GE Healthcare ($GEHC)

The problem with Dollar Tree is that people already have discovered that the small form is no longer working. They rather go to Walmart which is a buy, or Costco if they can afford the membership fee, which they should be because it pays back quickly -On Dollar Tree ($DLTR)