Fastly: “I like it, but it’s caught up in the Zoom, Peloton, you know it’s caught up in the Zscaler. It’s regarded as a high-multiple stock, but I wouldn’t sell it here. I think this one has room to run to the upside. Maybe not all the way back, but certainly to the upside.”
Taiwan Semiconductor: “Taiwan Semi’s got so many orders, don’t know what to do with it. I would buy it at these levels.”
Retractable Technologies: “I think that this kind of stock right now is not going to be working and I would not be a buyer of Retractable.”
Canoo: “Let’s have them on the show, but this group has become very, very tough … I have to just say right now there are other ways to make money that are easier.”
Nio: “Nio’s got to come down. I mean, there’s just too much hot money in some of these. I recognize that [but] that doesn’t mean I don’t like the company.”
Plug Power: “I’ve got to get them on … We’ve got to find out what the hell is going on.”
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