Palantir: "Long-term play, yes, because I think they do great technology."
Foley Trasimene Acquisition II: "That one works. ... I like fintech."
Rocket Mortgage: "I'm not sticking my neck out right now. I'd like to. That does not mean I like it. That does not mean I dislike it. I'm flat on the name."
Workhorse Group: "I like others more than this. I think it's fine. It's spec."
Canoo: "We like this. ... The group's gotten very frothy."