Fiserv’s year-to-date stock price performance.
fiserv: “I think we need to merge with someone… there are too many companies in that space.”
Lyft’s year-to-date stock performance.
lift: “I think David Risher is doing a good job…there’s been some back-and-forth trading, but $15 is a good level to start.”
CleanSpark’s year-to-date stock performance.
clean spark: “Just go and buy Bitcoin. It’s much easier.”
ZIM Integrated Shipping Services’ year-to-date inventory performance.
ZIM comprehensive delivery service: “I think there’s value there. If the deal doesn’t go through, maybe someone else will buy it. I agree with that, but I’m not crazy about it.”
First Solar’s year-to-date stock performance.
first solar: “That just went bust…one of the worst charts I’ve ever seen.”
Cheesecake Factory’s year-to-date stock price performance.
cheesecake factory: “The Cheesecake Factory has a great menu with lots of things for everyone. We have a 52-week high, a hearty menu, and a lot of menus for people who don’t want to gain too much weight. It would be a mistake for people to avoid that.”
AST SpaceMobile’s year-to-date stock price performance.
AST Space Mobile: “So the company is losing a lot of money. We know that those kinds of stocks are no longer popular.”

