Joby Aviation: "The problem with Joby is it's way too risky. If you're just starting out, I want you to be in something that could actually go up over time and you don't feel like you get disgusted if it drops real quick, that's what could happen with Joby. Let's be careful out there."

BillionToOne: "We looked into BillionToOne. We think it's really good diagnostic company. Diagnostic companies themselves have been going down...they have not been working. That said, this stock never ran to begin with. I think BillionToOne's a winner."

Boston Scientific: "Well the competition just got too strong for Boston Scientific. They're always one step out of the posse, and they've just been caught. I think they can come back. I just want to see the stock bottom before I say I think it's okay."

Rocket Lab: "I feel exactly like you. And when they had a problem two weeks ago, the stock barely went down for a day, and that's about it. I think Rocket Lab is a winner, and that is a speculative stock that I am blessing right here."

Fabrinet: "I do think that it needs to cool though. I think it needs to drop back a little, and I don't want you to be caught in that downdraft if you buy it tomorrow."

Pinnacle West Capital: "Pinnacle hasn't really been a beneficiary of the data build up, but It happens to be really good company. So I'm not going to tell you to run from Pinnacle. Now, it has just had a gigantic move up from where it was just at the beginning of the year. But that said, you know what? It's a good company. Buy some here and then buy some a little bit lower."

Talen Energy: "If it hasn't gone up yet with this market that we've got because of Iran, I don't know what you're going to do. I mean, look, it's a power infrastructure play without a good yield. That's not for me."

Intuitive Machines: "This is the kind of speculative stock that I'm going to endorse. I like Rocket Lab. I like this. I think any one of these is good leading up to the IPO of SpaceX. It's going to be a winner. And I'm going to bless them when you call."

QXO: "Brad's a winner. Brad is going to make a series of acquisitions that are going to make it into a great home building, let's say clearing house, with just lots of different warehouses, lots of different stuff all over the country. And when rates start coming down, this stock is going to go from $20 to $30. You want to be with Brad Jacobs, not against him."

Kaiser Aluminum: "Kaiser Aluminum is just up on such a spike. I know it's absolutely terrific, and aluminum has got all the tariff stuff going for it, but I can't recommend it."

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