Sphere Entertainment: "[Buy, buy, buy]. ... I think Sphere is amazing."

Honeywell Aerospace: "I can't counsel owning that. ... The CEO told Phil LeBeau three times that things were going quite well and they weren't. I heard they were going quite well and they weren't. Therefore, I have nothing good to say about Honeywell Aerospace."

AppLovin: "Big guys have come into that market, and that's why the stock's going down. I prefer you to sell half now and sell half on a bounce."

Cameco: "I think Cameco is for real. I really do because I think we are going to embrace nuclear power, but it's a three to five year issue.. ... It will take three to five years ... before we see real growth in the industry."

QXO: "This is a loser . ... QXO feels very wrong, but it's Brad Jacobs and I don't want to bet against him."

Aflac: "It is not an expensive stock, and it doesn't have a killer amount of growth. But I don't think it has that much risk down here."

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