Johnson & Johnson: "I see many more good things on the horizon, including when they get rid of the commodity-based synthetic joint stuff that I don't want to own because I think it's too low multiple. Orthopedics, goodbye; J&J, hello. Own the stock."

Nebius: "I think that that's the kind of company that if you see Nvidia going down like this, I can only tell you Nebius should be going down twice as fast. We have high quality tech stocks that go down every single day, and Nebius is not high quality."

KLA Corporation: "Now my favorite is Lam Research. That's at 23 times earnings. I am not going to stick my head in that lion's den. These stocks are in free fall. We don't buy free fall."

Howmet Aerospace: "I like Howmet. It's come down a great deal, and the numbers continue to be good. [Buy, buy, buy]."

Western Digital: "I think it's a good company, but I think Micron is a better company."

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