Quickly: “I like it, but it’s stuck in the Zoom, Peloton, you know, it’s stuck in the Zscaler. It’s considered a high multiple stock, but I wouldn’t sell it here. I think this one has room to run on the positive side. Maybe not entirely backwards, but certainly on the positive side. “
Taiwan Semiconductor: “Taiwan Semi has so many orders, I don’t know what to do with them. I would buy at those levels.”
Retractable Technologies: “I think that this type of inventory will not work now and I would not be a buyer of Retractable.”
Canoo: “We are going to have them on the show, but this group has become very, very difficult … I must just say now that there are other ways to make money that are easier.”
Nio: “Nio has to go down. I mean, there is a lot of hot money in some of these. I recognize that [but] it doesn’t mean I don’t like the company. “
Plug Power: “I have to turn them on … We have to find out what the hell is going on.”