Recursion Pharmaceuticals: "I think that company better come up with something soon because right now all it is coming up with is losses, and that is not the way it should be."
Fastly: "That thing came back from the abyss. I have to tell you, I still like Cloudflare more, but I hand it to those guys. I also like Akamai, but Fastly's in the game, and it's not easy to be in that game."
NextEra Energy: "I don't like Nextera. I sense trouble."
Huntington Ingalls Industries: "This President seems to be inclined to be able to give the Navy a lot of money, and I think that's the only game in town."
Vistra: "I like Vistra and I like Constellation Energy. I think these things are oversold and they make a ton of sense."
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