Super Micro Computer: "No, no, no, no. Look, I would rather buy Nvidia a hundred points higher than it is now than buy SMCI."
Alibaba: "It's so hard...We're going to have to hold off until it goes under 70."
Advanced Micro Devices: "I like AMD here. I think AMD has been in the penalty box long enough [buy, buy, buy!]."
Applied Materials: "...It's at a high. I'd buy some and let it pull back. I would not buy all at once."
Lowe's: "Lowe's is really good...Lowe's, almost at its all-time high, Home Depot great too. Both of those are good. Either one is right to buy right now."
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