Apple is ‘still a good buy

Vale S.A.: “Now look, if you believe, as I do, that we could have rampant inflation down the road … I would actually use it to hedge.”

Apple: “I do think it’s still a good buy. I would own this, not trade it. I know we’ve got a new CEO coming in, and I have made no secret of how great I think Tim Cook is. I do want to get to know the new CEO, and I don’t know John Ternus. However, I do think the company is going to be in good hands if Tim Cook says it’s in good hands because he has never been anything other than true north for me.”

Cisco: “Cisco actually had a really good quarter, and I know that they gave very conservative guidance, but that’s all it was. … The answer is I would absolutely [buy, buy, buy].”

Erock: “We’re not going to do this one. I mean, if you’re going to go there, you got to go with CoreWeave.”