VICI Properties: "...I'm not sure I like it because I just think it's a little too dicey...Let's have them back on, maybe we can figure out what the heck is going on, because I do think the management there is excellent."
Generac: "As long as interest rates are going to go low, or lower, that's fine with me, because the grid's awful...I think it's fine here."
Cabaletta Bio: "That's T-cell immunity, I have always felt that that is an incredible, hopeful product, so that with speculation money, I'm fine with it. I typically do not like a lot of biotechs, but that is a particular kind of therapy that I believe in, so I'm ok with it."
Regions Financial: "Just hold on to it. It's not my favorite bank, but I think it's fine."
Marathon Digital: "Just go buy the bitcoin ETF, that's what you want to do. Don't fool around, own the pure."
Portillo's: "I've lost faith in this management, they should be delivering better...That company is an overvalued company, and I just don't get how they could make it so they don't have better earnings. I mean it, they need better earnings."
Powell Industries: "It's not done. Powell is just a really good company."
BlackRock: "It's going higher. I think BlackRock is the distinguishing event, it is the great financial repository for our nation, and you should own it."
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