Vertiv: “Here’s the problem: you just came across it. Others have come across it long before…I just don’t want you to buy it all at this level because it is very high.”
SoundHound AI: “It finally broke out…Once they go parabolic like this, you usually get a couple more days of parabola, but then please ka-ching ka-ching.”
Robinhood: “This is what I call an up stock…I think it’s headed to 35 and we can revisit it there.”
Limbach: “If you’re going to go there, I insist on you going into Trane or Carrier along with this…This is the spec, I like the others because they’re not spec.”
Skyworks Solutions: “I think you may have to suffer through one quarter or even two quarters before you get a turn there. It is going to take that long.”
Ralph Lauren: “I think it goes higher. I like RL.”
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