Nvidia: “You can’t own it like you used to, meaning you have to trim, and I said I’m going to have to sell some…It’s a different world.”
Deluxe: “…Something is very wrong…I’m going to have to say ix-nay on Deluxe”
Planet Labs: “Ever since President Trump came in, we’re not recommending any stocks that are losing money.”
NRG Energy: “Very good utility…I like it.”
Telefonica: “Good company…I’m going to give you a twofer, I like that one and Banco Santander. “
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