Applied Digital: "High performance computing is on fire. that company doesn't make any money, but I think it's a very good spec."
AST SpaceMobile: "The stock is straight up...We've got to ring the register a little bit."
Docusign: "I'm going to go with the flow and tell you it's time to sell."
Workday: "I'm worried. There's a lot of companies coming for Workday, and I don't like that...I want to stay away from Workday."
Danaher: "I am horrified about what's happening at Danaher...This stock has been such a disappointment for me."
SM Energy: "They are doing not well, ok. I think you should go buy Coterra if you want an oil. That is not a company that you want to own right now."

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