Figma: "It's a very competitive market. I don't want to be there."
Solaredge Technologies: "The solar stocks are not doing that well right now, and unless you have some earnings to go on, with higher rates, it's really tough to make some money in the solar situation right now."
IonQ: "When rates go up, these stocks are very tough to own, so I am going to steer clear of it because I see what the rates are doing, and they're not going in the right direction."
Independent Bank Corp.: "The regional banks have been a fantastic place to be ... Take a look at KeyCorp."
Constellation Energy: "I like those old tech ... They've come down all the way. I think we have to take a look at them ... Power is in short supply. Constellation's got it."
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