ChargePoint: "No. I mean, that's losing money, we're not going to buy it."
Phathom Pharmaceuticals: "Way too speculative...I would sell the stock."
Luminar Technologies: "No, losing too much money...We're going to have to say no to that one too."
Taiwan Semiconductor: "I like Taiwan Semiconductor very much, and I think should be bought. My only risk there is China, and I am concerned, but I think it will be ok."
Axon: "I like Axon very much. Very well-run company, they do a lot of good things. I think it has been one of my longest-standing recommendations, and you should buy the stock."
Navitas Semiconductor: "No. So many semiconductors are making a ton of money here. We're not going to buy one that is actually losing money. So we're going to have to say no to Navitas."
RTX: "...Their commercial business has gotten very tough because of that problem with that one engine...I don't think we can touch it still."
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