Marvell Technology: "It had a mixed quarter...We got to wait."
Datadog: "I think it is a dynamite company, and it is a buy. It is expensive, but they really know what they're doing."
Centrus Energy: "Very speculative situation. I want you to buy the GE spinoff that's coming, it's Vernova. That has got nuke, and I love the balance sheet, and I love what the company's doing, and you want to be a little diversified."
Altimmune: "That is an absolute, without a doubt, high-risk stock, when you could have Eli Lilly."
Lantheus: "I've been preferring RadNet, because I think they've got a better business model."
SoFi: "They were doing great, and then they did this convertible bond, and it just wrecked the stock...The stock has just been in the dog house ever since, and I don't like it when I tell people to buy a stock and it's staying in the dog house. We got to find out what the heck is going on there."
On Holding: "Controversial quarter...I am on the fence on On."
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Disclaimer The CNBC Investing Club Charitable Trust holds shares of Eli Lilly.
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