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Maxar Technologies: “You’ve come to the right place … This is the right place to be. I love this stock.”
XL Fleet: “XL Fleet came along and then a lot of negative things came out about them. Now it’s so low I think it’s a decent specification.”
On Semiconductor: “The semiconductor shortage is for companies like this. … You just have to be patient with On. “
Lucid Group: “Lucid is so difficult right now because, on the one hand, the car is about to be shipped … on the other hand, the company is valued at almost $ 40 billion. That’s an overvaluation with a great car. Well, that sounds a lot like Tesla… If you want to take a spec on Lucid, I’m not going to be against it, but understand that the way to speculate on Tesla is to own Tesla.
Lear: “I love Lear and I love Magna. These are the businesses you want to own right now. They are boring and they are good. “
Applovin: “Morgan Stanley came out and completely crushed that damn thing. I thought it was working pretty well… Right now the market hates specs, and when it comes to liking them, they’re going to buy this one. “
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