AppLovin: "I don't want you to buy more...Let's take a little off the table just to be prudent."
Ameris Bancorp: "Very good regional."
4D Molecular Therapeutics: "This is a pure spec, ok...Own it, but count it as part of your speculative portfolio and no more than that."
SiTime: "This is just a very good company."
D.R. Horton: "I like D.R. Horton...I see your DR Horton and I raise you with Toll Brothers."

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