“Too much hype” for C3.ai

HubSpot: “It’s like a small sales team, it’s had amazing growth, and people love the growth again. I think the stock will go up from here.”

Albemarle: “No… I think the price of lithium is going down and it can’t be reversed, it’s just, it’s not a good place to be.”

Chewie: “I think Chewie has bottomed here, but I don’t know much about the upside, because I think people can get things from Amazon.”

Leonardo DRS: “I think the prospects are really great for it.”

New York Community Bancorp: “No. I think even with lower prices, it won’t happen. It’s just a very difficult environment.”

Brown-Forman: “It’s a good company, but, you know, I think as soon as someone starts doing a GLP-1 trial for heavy drinkers, I think people will say I should stop doing that.” Brown-Forman.”

Sarepta Therapeutics: “I’m not there for these guys…they’re losing a huge amount of money. They’ve broken a lot of hearts. I’m not going to talk about it.”

C3.ai: “They’re not making it, they’re losing a fortune. Look, I love the founder, Tom Sipple, I’ve known him for years and years. But there’s a lot of hype out there and a lot of hope out there, and I don’t like H either.”

US Bancorp: “If you’re going to buy a regional bank, USB, you could do a lot worse than that…it seems very safe to me.”

CrowdStrike: “I think he had legs. I mean that thing was a great horse… I’ve been a supporter of George Kurtz all the way, and he continues to do good work for us, and I say he’s going to continue to do good work.”