Digi Power X: "Oh man, that thing has just been straight up. I'm not there for that. The ones that are straight up, they're not making money. I say pass."
Steel Dynamics: "Steel Dynamics is a great company. Why would you do anything else other than [buy, buy, buy]?"
ASML: "This is the great problem right now, that stock's been straight up ever since it had a great quarter...I'm going to say, after the $75 move today, let's just hope for a down day and get in. I don't want to top ticket. That's what I fear, but I think you got a great one."
Bloom Energy: "You should buy it...You want to be in this. Bloom Energy, this is non-combustible power. Do you know how hard it is to find that? All the data centers are going crazy for it."
Amphenol: "I like answer Amphenol. I think you got a good one. It's actually come down a little. I thought it was never going to come in."
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