Nokia: "They're doing AI fiber at the edge which is really good. And don't forget they took some money from Nvidia ... I think that they're actually a core component in the growth of the data center."
Applied Aerospace & Defense: "I like the stock. I don't think that it's warranted this decline. I would stick with the stock."
BlackBerry: "I like BlackBerry very much. We had we actually had management on. I thought they had a very good story to tell. I would not abandon that one."
Mondelez: "I am not crazy about the food stocks."
Ameresco: "A lot of these construction engineering companies had a great moment. They've come back down. I think they're being oversold. I don't know when they're going to turn."
Ambarella: "In a rising rate environment, I've got to be able to show that the fundamentals are good and the stock price is good, and I don't feel that way about Ambarella."
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