The AES Corporation: "It's incredibly cheap. I would be a buyer of it. I think that you can do very well there. It is, ridiculously cheap."
InterDigital: "I mean, it's a telco play, be honest. I don't regard it as much of an AI play, but, yeah, it'll work here. I like it. I like it a lot. It came down today, yeah, I like it. I haven't heard about it in a long, long time."
Infleqtion: "Look this is a parabolic move right at the end. I think you take a little profit and you can buy it back lower. I swear to God, I really do believe that you can buy it back lower."
Netskope: "It's an interesting cloud security platform. Frankly, it's not my cup of tea, but it looks like it's bottoming. How about that? It's losing a lot of money. It's not my stuff."
Flex: "Oh, that thing is just a rocket ship. Again, you know, this is the problem...it is just a monster. And everyone keeps raising the price target, raising the price target, and I begin to think it's doing it without me...It's doing so many things that are great. They just bought a really terrific power company. What can I say? I just can't recommend it. It's too high. It's just too high. I don't want to hurt people. Let it come in."
Biogen: "I read the upgrade today by Wells Fargo, and it talked about a bunch of revenue streams, including Alzheimer's, and it was very impressive. I actually said, 'You know what? I got to reopen the file on Biogen.' It looks pretty darn good."
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