Johnson & Johnson’s stock price performance year-to-date.
johnson & johnson: “Many more good things are likely to happen, including the elimination of commodity-based synthetic joint materials that I don’t want to own because I think the multiples are too low. Goodbye, orthopedics. Hello, J&J. Own the stock.”
Nebius’ year-to-date stock performance.
Nevius:”If you look at it, you’ll think it’s that kind of company.” Nvidia All I can say is that if you go down like this, Nebius should go down twice as fast. We have quality tech stocks that are falling every day, but Nevius is not high quality. ”
KLA Corporation’s year-to-date stock performance.
KLA Co., Ltd.: “Right now my favorite is ram research. This translates to a P/E ratio of 23x. I’m not going to stick my head in that lion’s den. These stocks are in free fall. We don’t buy free fall. ”
Howmett Aerospace’s year-to-date stock price performance.
howmet aerospace: “I like Howmett. Even though it’s down a lot, the numbers are still good. (Buy, buy, buy).”
Western Digital’s year-to-date stock performance.
western digital: “I think it’s a good company, but I think Micron is an even better company.”

