Public Storage: "I think the stock is down on an opportunity...These guys are very smart operators. I want to buy the stock."
Vistra: "That is a parabolic move...I have got to study that before I ever recommend it.
HubSpot: "Everybody loves this, they call it the junior Salesforce...I think Salesforce is the Salesforce, and you don't need HubSpot."
AMN Healthcare Services: "It is going to be a real battle. And there are so many non-battle stocks right now, you do not need to do a a battle...Let's stay away."
Cloudflare: "Cloudlfare, Matthew Prince, one of my absolute stocks. There's just a fantastic narrative there. You must hold on to Cloudflare, and if it gets hit, you buy more [buy, buy, buy!]."
Carvana: "Carvana has had a very, very big move now, I think Ernie Garcia is doing a terrific job. But you got to wait for a pullback, a lot of it is short squeeze."
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Disclaimer The CNBC Investing Club Charitable Trust holds shares of Salesforce.
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