‘I’m not a fan of Novavax’
Alliance Entertainment’s year-to-date stock performance.
Alliance Entertainment: “We’ve got companies like Live Nation, LYV, that we spend a lot of time with that I think are a much better choice…That’s the better buy.”
Nebius Group’s year-to-date stock performance.
Nebius Group: “I can’t get behind Nebius. If I want AI, I will go for Nvidia as it comes down.”
Novavax’s year-to-date stock performance.
Novavax: “No, I’m not a fan of Novavax.”
Innodata’s year-to-date stock performance.
Innodata: “This is now a very expensive stock. And I just think if you take a little off the table, you can always get back in.”
Smith & Wesson Brands’ year-to-date stock performance.
UPS’ year-to-date stock performance.
UPS: “This thing has gone down so much, it’s been such a disappointment…I still think this stock is too expensive going in to the holiday season.”
BigBear.ai’s year-to-date stock performance.
BigBear.ai: “I don’t want to recommend a stock in the AI category that’s losing so much money that’s up so much.”
