Waste Connections: "I'm still going to send you to Waste Management. I just think it's a better company."
Element Solutions: "Hold on to Element Solutions."
SailPoint: "This was supposed to be the Achilles heel of enterprise software and yet it has hung in. I don't like the company, but I got to tell you all the things that said "it was going to go bankrupt, or it was in some really big trouble.' Those were just talk."
IREN: "If you want to be in that business of the neocloud, the only one that I trust and want to be in is CoreWeave."
Starwood Property Trust: "I don't want to own that."
Penguin Solutions: "I kind of like Penguin Solutions. I know it's kind of a meme stock, but I have to tell you, it's got real business. I'm going to say you can buy it."
MasTec: "I am going to say buy MasTec."
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