Hims & Hers Health's year-to-date stock performance.
Hims & Hers Health: "Controversial stock. I really prefer to just own Eli Lilly."
Arista Networks' year-to-date stock performance.
Arista Networks: "I really like Arista, and Arista is not dependent entirely on the data center. It's got a lot of things going for it. I think Arista is terrific."
Ross Stores' year-to-date stock performance.
Ross Stores: "It was good to begin with, but now it's just terrific. I like Ross Stores."
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