SentinelOne: "My Charitable Trust already owns both Palo Alto and CrowdStrike. ... I think either one of those two is is superior."

Gemini Space Station: "It's a crypto play. It's really down way too low. I would keep it as your spec."

Aveanna Healthcare: "They have a good model. They remind me of Hinge Health, not exactly, but just this kind of discreet, good model will make money, and I think you're right and you should hold on to it."

Energy Transfer: "I think ET's terrific. I'm going to say buy, buy, buy."

Corning: "I'm going to have to say, wait until it goes down more."

Reformation: "I'm going to go with Ben Stoto when I get back to New York, and we're going to open the file on Reformation. The company's doing too well. It should be higher than it is, but I don't want to make a snap judgment because apparel has been so weak lately. So we will come back."

Hewlett Packard Enterprise: "Neri is good. ... The fact is I'm just a Dell fan, I guess. In the end, I just like Michael Dell, and I like his company very much. No offense to Mr. Neri."

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