RISKY

It owns 252,000 Bitcoin, shares up 419% this year. A crypto play.

RISKY

Earnings of $430 million, beating the $319 million projected. It has a loved AI platform. Shares are up 612% this year.

RISKY

Is up 659% this year. It's losing money as it develops small-scale nuclear modules, but he bets the balance sheet will be fine once it lands a huge hyperscaler contract.

DON'T BUY

Is hitting a bottom today, down 50% for the year. He thinks that Trump likes solar, but the markets doesn't think that matters. Avoid any stock that receives subsidies.

BUY

They delivered a good quarter a few weeks ago. Long-term secular growth lies ahead.

BUY ON WEAKNESS

A dividend aristocrat, it pays a reliable 5% dividend yield. The stock would be more enticing if long rates were going up, not down. Shares rallied 20% in Q3 during the first rate cut, but has been crushed ever since, despite raising guidance.

BUY

After delivering a blow-out quarter in August, shares jumped 33%. Then they just announced another strong quarter, beating top and bottom and delivering excellent guidance and raising their full-year forecast.

BUY

It will go down with interest rates. Likes it long term.

BUY

They're doing many things right. Their last quarter crushed it. He expects a good Christmas for them. Europe will move them higher.

BUY

The recent sellers were wrong. The CEO is doing a good job.

WEAK BUY

It should do well, though he doesn't know if Cisco's light guidance today will hurt it.

TRADE

Was surprised by their last quarter--it wasn't that bad. Buy at $5-6 for a trade.