Proto Labs : "I don't know Proto Labs."
Enphase Energy : "I can't recommend them, not when I have NextPower ."
Honeywell Aerospace : "My mom always said, 'If you don't have a good word to say about someone, then don't say it.'"
FTAI Aviation : "We like FTAI. We like aerospace, but we also like Howmet . And I think that stock is in better shape than this one."
Dow : "It's so levered to China. We need China to do better."
BigBear.ai : "I just don't like those guys because they're losing a lot of money."
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