Eli Lilly: “This stock is as hated now as it was loved not that long ago…I think that it is a buy.”
Coinbase: “Coinbase is a winner.”
IES: “This is a terrific infrastructure play.”
Semtech: “I do think that Semtech is just a traditional kind of semiconductor company. I do prefer Texas Instruments to that one.”
Cameco: “It is an incredibly expensive stock versus the rest of the market…I am a ‘ka-ching ka-ching’ when it comes to Cameco.”
Marvell Technology: “I like Marvell.”
Apple: “Apple, own it don’t trade it…I would wait for a dip because the bears are all over it every minute of the day. Keep that in mind, and then pull the trigger.”
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