Nokia’s stock price performance year-to-date.
nokia: “They’re running AI fiber at the edge, which is very good. And let’s not forget they’re getting some funding from Nvidia…I actually think they’re a core component of data center growth.”
Applied Aerospace & Defense’s year-to-date stock performance.
BlackBerry’s year-to-date stock performance.
blackberries: “I really like BlackBerry. I actually gave them control. I thought they had a really good story to tell. I’m not going to give that up.”
Mondelez’s stock price performance year-to-date.
Mondelez: “I’m not crazy about grocery inventory.”
Ameresco’s stock price performance year-to-date.
Ameresco: “A lot of these construction engineering companies had a great time. They’re down again. I think they’re oversold. I don’t know when they’re going to turn around.”
Ambarella’s year-to-date stock performance.
ambarella: “In an environment of rising interest rates, you have to show that the fundamentals are good and the stock price is good, and we don’t feel that way about Ambarella.”
