SentinelOne’s year-to-date stock performance.
SentinelOne: “No…You got to stick with a high-quality one. Got to stick with CrowdStrike or Palo Alto Networks.”
BitMine Immersion Technologies’ year-to-date stock performance.
Credo Technology Group’s year-to-date stock performance.
Credo Technology Group: “Credo’s a winner…We think that Credo has one of the great growth stories, and I’m not going to back away from it.”
Ciena’s year-to-date stock performance.
Ciena: “It’s moved a great deal. That was an amazing quarter…I’m not going to fight you on it.”

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Disclaimer The CNBC Investing Club Charitable Trust owns shares of CrowdStrike and Palo Alto Networks.
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