NantKwest: "I'm going to say yes, but it's a spec, and I'm fine with it."
First Solar: "If I really do want solar ... I want [Tesla CEO] Elon Musk."
Fair Isaac Corp: "I think you're fine with Fair Isaac. I'm surprised the stock is going down so much because it's fintech, but fintech is rolling over."
Madison Square Garden Sports Corp.: "I think it's a good idea."
PLBY Group: "I've got to do some work on PLBY."
Rocket Companies: "I think rates are going up, and so therefore that makes me a little bit biased against, but I listened to [CEO] Jay [Farner] — they've done well when rates have gone up, they've done well when rates have gone down. It's an inexpensive stock and they had a really great quarter."
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