Illumina: “Illumina is a challenged company, and I don’t really care for it.”
Archer Aviation: “Keep looking but do not press the button.”
Nano Nuclear Energy: “I think you should sell Nano Energy.”
Steris: “I always liked Steris…I think it’s just a strong company, and I’d be a buyer of it.”
Sixth Street Specialty Lending: “I don’t know what they really own, so therefore I can’t really opine on it.”
Lam Research: “I like Lam very much…I would own the stock.”
Arista Networks: “Arista has been an amazing stock for many years…I would buy it.”
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