Joby Aviation’s year-to-date stock performance.
joby aviation: “The problem with Joby is that it’s too risky. If you’re just starting out, you want to be in something that has the potential to actually go up over time. And don’t expect to be put off by a sudden drop. That’s what can happen with Joby. Be careful there.”
BillionToOne’s year-to-date stock performance.
1 billion twang: “We looked at BillionToOne, and we think it’s a really good diagnostics company. The diagnostics company itself is struggling and not working. That said, this stock has never been higher since the beginning. I think BillionToOne is a winner.”
Boston Scientific’s year-to-date stock price performance.
boston scientific“There’s been too much competition for Boston Scientific. They’ve always been one step behind the pack and just been caught up. I think they can turn it around. I just want to see the bottom of the stock price before I say I think it’s okay.”
Rocket Lab’s year-to-date stock performance.
rocket lab: “I feel exactly the same way you do. And when we had problems two weeks ago, the stock barely fell a day, but that’s about it. I think Rocket Lab is a winner. It’s a speculative stock that I’m celebrating here.”
Fabrinet’s stock price performance year-to-date.
fabrinet: “But I think it needs to cool down. I think it needs to come down a little bit. And if I’m buying tomorrow, I don’t want to get caught up in that downdraft.”
Pinnacle West Capital Corporation’s year-to-date stock performance.
Pinnacle West Capital: “Pinnacle doesn’t really benefit from data accumulation, but it happens to be a really good company. So I’m not saying run away from Pinnacle. Right now, Pinnacle has gone up a lot from where it was at the beginning of the year. But with that said, you know what? It’s a good company. Buy some here, then buy something a little cheaper.”
Talen Energy’s year-to-date stock performance.
Talen Energy“If you’re not already going up in this market that we’ve got thanks to Iran, I don’t know what you’re going to do. I mean, look, this is a power infrastructure business that doesn’t have enough power generation. That’s not for me.”
Intuitive Machines’ year-to-date stock performance.
intuitive machine: “This is the kind of speculative stock that I support. I like Rocket Lab. I like this. I think any of these are good for the SpaceX IPO. It’s going to be a winner. And when you call, I’m going to congratulate them.”
QXO’s year-to-date stock performance.
QXO: “Brad’s a winner. Brad’s going to make a series of acquisitions and build a bunch of different warehouses all over the country, great residential buildings with different things, like a clearing house. And when interest rates start coming down, this stock will go from $20 to $30. You want to work with Brad Jacobs, not against him.”
Kaiser Aluminum’s year-to-date stock performance.
kaiser aluminum: “Kaiser Aluminum has just such a meteoric rise. I know it’s really great and with all the tariffs on aluminum, I can’t recommend it.”
