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AST SpaceMobile Inc: "It's an exciting thing, not a stock. I think a stock is a company that makes money and then returns some of that money to you and trades inexpensively, and that one doesn't qualify."
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Cano Health Inc: "What the heck is going on with Cano Health? ... The stock is just in freefall."
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Plains GP Holdings LP: "Enterprise Product I think is better than them, but that's alright. By the way, I even like [Energy Transfer] more."
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Blue Bird Corp: "That school bus company is not to be touched, because they're doing very poorly."
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PGT Innovations Inc: "[Lowe's] is a better buy. We never want to outthink the market."
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MP Materials Corp: "It's doing a great job, they've got a contract with GM. ... GM's a winner, and so is MP."
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Icon Plc: "I like it. It's a very inexpensive stock."
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