MKS Instruments: "I don't understand why this stock is so cheap. It's exactly in the sweet spot of semiconductors. I think it is a [buy]."
Aurinia Pharmaceuticals: "Immunosuppressant. They should be doing better. I mean that's an unbelievable market. I wondering whether they have anything proprietary enough. I want to be careful about that stock."
Sorrento Therapeutics: "I think Sorrento is overvalued. I don't like the way they have handled themselves and I am in the [sell camp] when it comes to Sorrento."
Palantir Technologies: "Palantir is a cult stock. The cult can take it up to $28 if it wants to. When I say a cult stock, there are people who don't really know what Palantir does, but they own Palantir. My style is to know what they do, and then own it. I don't know what Palantir does because it's a secret, but people still like it."
Gritstone Bio: "If you want to treat tumors, you want to own Novocure. Novocure is the way to go. Not that one."
SoFi Technologies: "Frankly, I don't understand why this stock is where it is. I think [CEO] Anthony Noto is doing a terrific job. I think at $15, you buy the stock. I think you just go buy it."
Spirit AeroSystems: "If we're going to do suppliers, you've got to do GE, you've got to do Raytheon. I prefer to actually own Boeing, which was down and one point hanging by a thread ... and reversed. I think Boeing is the one to buy."
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