Applied Materials’ year-to-date stock performance.
applied materials: “I don’t care where you bought it. I care where it goes. This stock is currently $300 off its high. If I were to start a position now, I would buy a little bit here. I know I already have some, but forget about what I already have. Think about how you can build a better foundation. I would put some here and then wait until it drops 10%.”
Velo3D’s year-to-date stock performance.
Vero 3D: “They haven’t had the revenue growth that I expected, so they’re at $11. I think we’ll have to wait for a little more solid quarter.”
KLA Corporation’s year-to-date stock performance.
KLA Co., Ltd.“I think it’s a great company. It’s up 40% for the year. The price-to-earnings ratio is still too high. We’re dealing with great intellectual property. If you want to buy here, I think that’s fine. But again, I don’t really buy it. Why? Because these are all semiconductor capital equipment companies that I’m talking about tonight. They’re very volatile.”
General Dynamics’ stock price performance year-to-date.
general dynamics: “Remember that budget deficits have to be managed at some point and that includes the military. My favorite of the group remains.” lockheed martin. ”
