Universal Technical Institute’s year-to-date stock performance.
Universal Technical Institute: “I think it jives very well with where we are in the economy…I think it can continue to go higher because it fits the thesis of what we expect in an era of AI and the need to be on your game in non-AI jobs.”
Sezzle’s year-to-date stock performance.
Sezzle: “I thin Sezzle’s in a crowded space…I would actually ring the register on some Sezzle…It’s gotten a little too hot.”
Rocket Lab’s year-to-date stock performance.
Rocket Lab: “I was skeptical, but so many companies need to to put up rockets, I think it’s actually a decent story.”
Archer Aviation’s year-to-date stock performance.
CoStar Group’s year-to-date stock performance.
CoStar Group: “Normally it would be good to have the analytics involving commercial real estate, but right now commercial real estate is not doing well in this country…It does make money, though, but it’s not for me.”
Viper Energy’s year-to-date stock performance.
Fiserv’s year-to-date stock performance.
Fiserv: “This was just a disaster, and I’ve got to know more because I don’t like what I’m hearing.”
Arista Networks’ year-to-date stock performance.
Arista Networks: “…I’d rather have you go with Cisco, which is a much cheaper stock.”
