Fiserv: "I think that they have to merge with someone ... We have way too many companies in that area."
Lyft: "I think David Risher is doing a good job ... It's been trading back and forth and back and forth, but $15 is a good level to start."
CleanSpark: "Just go buy Bitcoin. It's a lot easier."
ZIM Integrated Shipping Services: "I do think that there's worth there, and if the deal doesn't happen, maybe someone else buys it. I'm with you on that, but I'm not crazy about it."
First Solar: "That thing has just been crushed ... It has one of the worst charts I've ever seen."
Cheesecake Factory: "Cheesecake Factory has a fantastic menu that has a lot of stuff for everybody ... 52-week high, big menu, lots of stuff for people who don't want to put on a lot of weight. It's a mistake that people make avoiding that one."
AST SpaceMobile: "I mean, the company's losing a fortune. We know that kind of stock is now out of favor."

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