Insmed: "...That one is very speculative. It has lost a huge amount of money, so it's very hard for me to get a handle on it."

Ouster: "I don't think that there's anything investible in, honestly, in autonomous, other than Tesla...I'm going to say no, too speculative."

First Majestic Silver: "I like silver. First Majestic, not familiar with. The one that I've always recommended is Pan American because it's been profitable for a very long time."

Tempus AI: "Another company that's just losing money hand over fist. I just can't go there."

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