Clover Health Investments: "The quarter was not good, so you're in pure spec mode there. The revenues were okay, but the earnings were not there, so take it with a grain of salt that it's moved up, because it was not a great quarter."

Amkor Technology: "It's packaging, but the right kind of packaging is semiconductor packaging. I do prefer Cadence, though, and I like the burgeoning packaging division of Intel under Lip Bhutan, who used to run Cadence."

Ellington Financial: "When I see these mortgage finance companies, I never know what they really own, so I never feel like I can give any good guidance. That's why I do not recommend them, even though they have very big yields. Not for me."

BigBear.ai Holdings: "Total spec because it loses money hand over fist. I can't recommend it, but if you want to speculate, that's fine."

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