Silicon Motion Technology: "We like SIMO. I know it's moved a lot. What you do with these is you buy some and then you wait for a pullback."
Wynn: "You know, they have a problem over there in the Gulf. They have this big deal that they spent a lot of money on. And I have to hold off for now. I have to wait to see what happens in that area."
Design Therapeutics: "Pure spec. Understand you can lose everything or you could double on that one. I don't know which it's going to be and that's the problem."
BillionToOne: "We like BillionToOne...I say buy it."

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