HCA Healthcare: “HCA I think has been punished enough, it’s time to buy.”
Western Digital: “It’s just too commodity for me. I can’t get behind it.”
Advanced Micro Devices: “The stock is not expensive. I don’t mind you buying it. I do prefer Nvidia though.”
Titan America: “No…Cement is really one of the ultimate commodities, I can’t go there.”
Nebius Group: “I’m not recommending stocks that are losing fortunes. and Nebius is losing fortunes.”
Winnebago Industries: “No…It’s the wrong point in the cycle.”
MP Materials: “Let’s stick with it.”
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