Tesla: "I would say absolutely, yes, I would add Tesla."
Magellan Midstream Partners: "I say, take the money and stock and run!"
Lantheus Holdings: "You know, I love these medical device companies. The answer is yes, and I know it's run a lot, but when you get them in the sweet spot like that, they're not going to be done."
Himax Technologies: "The only problem is in Taiwan. I don't want the risk. Look, I listened to Elon Musk last night, and I'm going to be addressing the question about what happens to Taiwan, but I don't need that headache on top of the headache of owning semiconductor stock that just advanced too much."
STEM: "STEM, they blew it. Listen, they just blew it. They did not deliver, and that's what happens periodically, and it's such a bummer, and I am sorry."
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