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FireEye: “We want CrowdStrike, we want Zscaler, or we want Palo Alto Networks. These are our parts, and then when Deep Instinct comes along, we’ll recommend it too. I love Sentinel, but I haven’t worked on it enough.”
OncoCyte: “I love the diagnosis, I love the anti-cancer, I will bless it as a speculation.
Monday.Com: “It’s a tough stock. MNDY is a very tough stock… I have to do more work.”
High Tide: “Too many of them. I love GrowGeneration.”
DermTech: “Anything that can allow early detection of skin cancer is worth speculating. “
3D Systems: “We’re going into something a lot more conservative with this. New investor, we’re actually going to hit UnitedHealth. “
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