Rambus: "High speed chip interface is finally making a comeback... I cannot believe this stock — well, it does make money, the company makes money— So I am going to endorse it, but I cannot believe how long it's taken to get to where it's going."
Palantir: "That was a great quarter, Palantir. I remain a buyer, I even told the CFO that recently. He was a little skeptical of my own intentions, but I like Palantir."
Coherus Biosciences: "I've got to tell you, it's a very hard drug to make... Look, it's a good spec, let's just leave it at that."
Commercial Metals: "I've liked that company for 30 years. I like the metal recycling business, and I think it's terrific, second only to Nucor, as far as I'm concerned in that group."
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