Twitter: "I think Twitter is doing phenomenally well. I would buy some here. If it came down, say, 10 percent, I would buy some more. I think Twitter's a win."
GTT Communications: "We had them on. I thought they had a great business model. I praised them right then. I say buy."
Micron Technology: "Look, when you see a multiple that low, it means that people believe that they will not make the earnings next year. I have to tell you, I see some weakness in flash, I'm a little worried about possible weakness in DRAM coming, so I'm not a buyer."
General Electric: "There was a Cowen report out today that I read that was very significant. It said don't buy ahead of the quarter because there are some more write-downs coming. It did make me feel like, wait a second, let's hold off. If you don't own it, don't buy it."