Fair Isaac Corporation: "This is a company a lot of people feel will be hurt by AI. I like the company, but I'm not going to go there because I'm not going to get in the crosshairs anymore of these companies that might get hurt by AI. It's too painful."

Clover Health Investments: "You could say that I was not bullish enough on it. I'm focused on how great United Health is, and how great CVS is, but yes as a spec, that one was right, but I like mine for the long haul."

Vistra: "It went too high. It's come back down. I'm going to bless it. [Buy, buy, buy.] It is a falling knife. I know I would only put on like 25% of my position, but it's too low."

Stryker: "I kept thinking that there would be consolidator and Stryker would do the consolidating...and it has not come true...I thought they would work out something, and they haven't."

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