Shutterstock's year-to-date stock performance.
Shutterstock: "One of them is making money, Shutterstock. One of them is losing money, Getty. I think Shutterstock's better but doesn't really have the growth that I'd like to see."
Energy Transfer's year-to-date stock performance.
Energy Transfer: "ET got its act together a long time ago. It's a really, really good stock [buy, buy, buy!]."
Nebius Group's year-to-date stock performance.
Nebius Group: "I totally get Nebius Group, but I am through and through a CoreWeave person...Can't own them both."
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