Broadcom : "Broadcom has been one of the greatest performers of all time, but so is Coca-Cola . I wouldn't shoot Broadcom, and I would buy Coca-Cola."
Sea Ltd : "That's a Singapore company I've been very negative on."
Beta Technologies : "The whole aerospace complex right now is looking so weak. I'm not going to put you in that lion's den. It could rally, but right now it's a lion's den."
Planet Labs : "It's not making money. ...They're not going to rally unless rates have a definitive move down."
Knife River Corp : "If you're going to be in that game, you need to be in Martin Marietta Materials ."
Vicor Corporation : "Yes it is [still a winner]. You know because it's a high multiple stock, because it sells at 15 times earnings, people don't want it anymore."
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