Akamai Technologies' year-to-date stock performance.
Akamai Technologies: "I think it's terrific."
Builders FirstSource's year-to-date stock performance.
Builders FirstSource: "My Charitable Trust is getting the stuffies knocked out of it by Home Depot. I'm not going to go down the chain and go to Builders FirstSource."
Applied Digital's year-to-date stock performance.
Applied Digital: "I'm really focused on companies that are making money. ... I'm trying to focus on people getting off of margin, and getting to situations where companies are making money."
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