Nokia’s year-to-date stock performance.
Nokia: “They’re doing AI fiber at the edge which is really good. And don’t forget they took some money from Nvidia … I think that they’re actually a core component in the growth of the data center.”
Applied Aerospace & Defense’s year-to-date stock performance.
BlackBerry’s year-to-date stock performance.
BlackBerry: “I like BlackBerry very much. We had we actually had management on. I thought they had a very good story to tell. I would not abandon that one.”
Mondelez’ year-to-date stock performance.
Mondelez: “I am not crazy about the food stocks.”
Ameresco’s year-to-date stock performance.
Ameresco: “A lot of these construction engineering companies had a great moment. They’ve come back down. I think they’re being oversold. I don’t know when they’re going to turn.”
Ambarella’s year-to-date stock performance.
Ambarella: “In a rising rate environment, I’ve got to be able to show that the fundamentals are good and the stock price is good, and I don’t feel that way about Ambarella.”
