Goldman Sachs’ year-to-date stock performance.
Goldman Sachs: “They’re going to be the big winner. They’re going to be the big winner in IPOs and M&A. And that’s why it is huge position for me in my Charitable Trust.”
Taiwan Semiconductor Manufacturing’s year-to-date stock performance.
Taiwan Semiconductor Manufacturing: “They have more business than they can handle…Even tonight, ARM Holdings said that they were going to have all this business. But the problem is they can’t get all the chips they need from Taiwan Semi.”
Extreme Networks’ year-to-date stock performance.
Extreme Networks: “I don’t recommend stocks like this, but I’ll give you a considered opinion. Come back and I’ll tell you what I think is going on.”
D-Wave’s year-to-date stock performance.
D-Wave: “If you want to do quantum, D-Wave is the one that I identified as being the best.”
Thermo Fisher’s year-to-date stock performance.
Thermo Fisher: “I like it here. I see so many IPOs every morning that Carl mentions, and they’re all going to need TMO’s machines. I think you can buy it at this level.”
