Ambarella: “I think you ought to sell half right here. Honestly, look, there’s some luck involved here because the stuff that they do, I think, is a little more commodity-oriented than a lot of people believe.”
Cano Health: “Can you believe that stock? It’s down like 30%. It’s got very good management, it’s not expensive. I actually think you should buy a little more.”
Moderna: “I would add more to [Eli Lilly] because that’s a play on the idea that Alzheimer’s, they’ve got something. Moderna is very hard for me. It’s just a hold here. Got to go back to where it was.”
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