Maxar Technologies: "You're in the right one ... It's the right place to be. I like that stock."

XL Fleet: "XL Fleet came on and then lots of negative stuff came out about them. Now it's so low that I think it's a decent spec."

On Semiconductor: "The semiconductor shortage is on companies like that one. ... You've just got to be patient with On."

Lucid Group: "Lucid is so tough right now because, on the one hand, the car is about to ship ... on the other hand, the company is valued at almost $40 billion. That's an overvaluation with a terrific car. Well, that does sound a lot like Tesla ... If you want to take a spec on Lucid, I'm not going to be against it, but understand the way to speculate on Tesla is to own Tesla."

Lear: "I love Lear and I love Magna. These are the companies you want to own right now. They're boring and they're good."

Applovin: "Morgan Stanley came out and just absolutely crushed the darned thing. I thought it was doing pretty well ... Right now, the market hates specs, and when it comes to like them they're going to buy that one."

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