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Micron Technology Inc: "I think the stock goes to $48, $47 before I ever think about buying it."
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Crown Castle Inc: "I say, keep your powder dry."
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Moderna Inc: "I actually want to buy the stock. I know it can go lower, but I think it's a really well-run company."
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Texas Instruments Inc: "I think that it'll make the quarter and I think you can start buying. ... Don't buy all at once."
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Trade Desk Inc: "Trade Desk sells at a very high price-to-earnings multiple. ... It can go lower, and then I would buy it."
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On Semiconductor Corp: "It's doing well, but all semiconductor stocks are vulnerable."
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Carnival Corp: "I think it can stave off that bankruptcy, but I don't think that makes it a good stock."

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