Purecycle Technologies: "The problem with Purecycle is it loses a fortune. It has almost no revenue. I think we have to say no on that one."
Energy Vault Holdings: "That's a pure spec that's losing a fortune."
Everspin Technologies: "It's just up on a spike. I don't know whether it's a short squeeze, I mean, at least it does make money, but it's at 90 times earnings. You have to be careful."
Globus Medical: "This group...is hated in this market and I feel there's not a lot of money to be made in this one."
Rocket Companies: "Rocket is a play on the idea that Kevin Warsh is going to get in and cut rates, and I don't think he can because of the price of oil and how it is making it so that there is inflation throughout the system, so no to Rocket Companies."
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