AeroVironment: "Even though the stock's down 40%, the competition in their particular niche of defense work is so strong that I just have to say not yet."

Rocket Companies: "My problem is that every time I've tried to imagine that, I've been wrong, and so I am not going to do that on this show. It's been a mistake, and I'm not going to double down."

MP Materials: "I think it makes sense. Look, we know we need those critical materials. That's the single best, most investable play in the situation. But I don't expect anything to happen very soon, and that's the problem."

Howmet Aerospace: "It's being viewed as the best way to play aerospace because all the others are so fraught with difficulty, I say hold on to it or buy some."

AtaiBeckley: "I'm not sure there's a lot of upside. When I do a spec, I want max upside and I'm not sure that will give you that kind of thing."

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