NetApp: "I think it's an ok company...I wouldn't mind if you trimmed some..."
Rubrik: "[buy, buy, buy!] I can't say enough about how great the trajectory of this company is. I think you should own it, continue to own it."
Patterson-UTI Energy: "No. Oil and gas...just a flat out no on this show."
FuboTV: "Fubo's had a big run, and I don't think there's any need to pile on at this price. I think it's just too high."

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