Crown Castle: "People are upset that this thing hasn't just soared higher. I say, give it a little time. C'mon, these stocks have been great for a long time and [Elliott Management]'s in there, I'm saying buy it."
SolarEdge Technologies: "If you've taken off your initial investment and you're playing with house's money, no, you keep running it. All the solar stocks are going nuts, and what can I say, they've got a bunch of new ones, too. First Solar's high. But people love solar. It's gotten economic."
Nio: "Oh my god, Nio. OK, so Nio was down ... it's been a straight line up. Nio is the Tesla of China. I've been recommending Alibaba, that's been my Chinese play. But I recognize Nio has been a hot one. I'm not going to stick my neck out, but I'm not going to fight you if you like Nio."