Boston Scientific: "I think you have to hold it. I don't understand how this thing could have fallen so fast. I know there's a lot of competition. I don't want to dump it here, but I can't count on this to buy more."

Nokia: "It's in the data center. It's considered to be part of the cloud part of that wedding layer cake that I gave you, and it's just also got a great defense contract. So it's got the cloud and it's got defense. What can I say? It's a buy."

Chewy: "There's a bunch of stocks that are like this. They're high growth companies that did not necessarily blow the doors off the number and are in retail. And because they're retail, people feel that you can't own retail because of the war. So this is definitely a hurt by war story...Until war ends, I can't tell you to buy Chewy."

Applied Optoelectronics: "I don't recommend buying these stocks up here. They're all parabolic, and that's going to be not good for the market."

Ford: "Ford is very hard to own because they have warranty problems, and we have a war, and rates don't seem to be going lower. So I'm gonna have to take a pass on that one."

Eli Lilly: "I have to tell you, I am ready to roll Lilly, and I think it's really, really good. I would love to sit down with anyone from Lilly and tell them how I feel, because I think it is a bull market for Eli Lilly."

Caterpillar: "You know, people forget Caterpillar is oil and gas, and we've been pumping a lot more oil and gas. Caterpillar is construction and infrastructure, we've been doing a lot of infrastructure. And Caterpillar has engines that line up and make you get to be able to have the the electricity that you need, to be able to hit the gigawatt numbers that all these hyperscalers want. That means that Caterpillar is a buy. Good stock to end on."

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