Cloudflare: [buy, buy, buy!] I would be a buyer. I would buy it slowly because we've got big selling going on in AI stock Meta."
Axon Enterprise: "...Even here, it's still good."
First Solar: "I like First Solar."
Vista Energy: "...I would actually own Vista, I think it's a good situation."
Crown Castle: "...It's not that much worse than all the rest. I think you're ok."
Astera Labs: "No, no. You want to take the gain here."
Liquidia: "This is so speculative, I don't know, man. You're dice rolling here with this thing...I'm not going to be in the dice roll game, it's too hard."
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