Fastly: “I like it, but it’s in the Zoom, Platoon, you know it’s in the Zscaler. It’s considered a high multiple stock, but I wouldn’t sell it here. I think this has space. . to run upstairs. Maybe not all the way back, but definitely up. “
Taiwan Semiconductor: “Taiwan Semi has so many orders, don’t know what to do with them. I would buy it at these levels.”
Retractable Technologies: “I don’t think this kind of stock is going to work right now and I wouldn’t be a buyer of Retractable.”
Canoo: Let’s have them on the show, but this group has gotten really, really tough … I have to say now that there are other ways to make money easier.
Nio: Nio needs to come down. I mean there’s just too much money in some of these. I recognize that [but] that doesn’t mean I don’t like the company. “
Plug Power: “I need them on … We need to find out what the hell is going on.”