Tyler Technologies: "That's a very well-run company...I think it's a buy."
Cisco Systems: "I would certainly hold on to that."
Kodiak Gas Services: "Let's ring the register...that stock's gone up too much."
Palantir: "I like it. I thought they had a good quarter, they have a good defense business, I like IT defense work, and they've owned that franchise."
United Airlines: "I think you've got a nice gain there and I would do some 'ka-ching'-ing."
Vita Coco: "I think Vita Coco is a good stock."
Fastly: "That's not one of my favs...I'm not going to endorse that stock."
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