Chimera Investment: "CIM is not a stock that I've been recommending. It's got that big yield but that doesn't necessarily, obviously, protect you. I would like you to be in something much more aggressive. ... You're 17. ... If you bought a Snowflake, I would think it's much better ... [or] buy a much more super-charged Airbnb, too."
Zscaler: "I genuinely believe that if that hack that happened, if it had been up against Zscaler and Okta, then the Russians would have met their match."
On Semiconductor: "That's a great company, and I think you're in good hands with On Semiconductor. It's finally got its mojo."
Co-Diagnostics: "I like the diagnostics, but remember, I always default when I do diagnostics to Thermo Fisher."
U.S. Steel: "You want to own Nucor."
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