GlobalFoundries: "I think it's an interesting stock. I'm not a big foundry guys unless it's Taiwan Semi. And that's the one I like."
Danaher: "What a comeback Danaher has made...I think you can go higher, just like the Danaher of old."
Cal-Maine Foods: "An unnecessary stock own, frankly. Ineffectual, not for me."
Workday: "Workday, Salesforce, and ServiceNow are the three that have the models that I like. They are true platform companies...You've got three winners there."
Vertiv: "That quarter was magnificent...They are the guts of the data centers. Stay long [buy, buy, buy!]."
Pure Storage: "They've gotten their act together. This had been an inconsistent company....They really do have it together, and I think it's a good one, and I would not let it go."
Arm: "Arm is magnificent. Rene Haas is doing an incredible job."
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