Microchip Technology Incorporated: "It's a semiconductor and all the semiconductors are going down. I suggest that you wait a few more days until we get rid of all the margin players, and you're going to find a bottom. I don't see it yet."

Vertiv: "You have to wait. Vertiv is in speculative hands right now. They'll get margined out...You'll get a better price if you want to buy. We're not far from it, but we're going to get a better price."

Applied Optoelectronics: "Not now. We need to wait until the speculative wave has passed. I'm not against speculation. People know that you can have up to 10% of your portfolio in it, but I want to time it when it's right."

Wesco International: "Quanta has come down a lot...I think that's a better company."

Coca-Cola Consolidated: "It's good, but take a look at the actual Coke, ticker KO...I think that's a better stock."

Clorox: "I read my first positive note about Clorox in a great deal of time today. It was a price target increase that made me say, '5% yield. You know what? We want to buy.'"

Nebius: "Nebius is at the nexus of the craziness right now. It's not a crazy company; it's very good company...This stock is not done going down. There'll be another time to buy it, but that time is not now."

Exlservice: "I don't know that company."

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