Microchip Technology Incorporated’s year-to-date stock performance.
Microchip Technology Incorporated: “It’s a semiconductor and all the semiconductors are going down. I suggest that you wait a few more days until we get rid of all the margin players, and you’re going to find a bottom. I don’t see it yet.”
Vertiv’s year-to-date stock performance.
Vertiv: “You have to wait. Vertiv is in speculative hands right now. They’ll get margined out…You’ll get a better price if you want to buy. We’re not far from it, but we’re going to get a better price.”
Applied Optoelectronics’ year-to-date stock performance.
Applied Optoelectronics: “Not now. We need to wait until the speculative wave has passed. I’m not against speculation. People know that you can have up to 10% of your portfolio in it, but I want to time it when it’s right.”
Wesco International’s year-to-date stock performance.
Coca-Cola Consolidated’s year-to-date stock performance.
Clorox’s year-to-date stock performance.
Clorox: “I read my first positive note about Clorox in a great deal of time today. It was a price target increase that made me say, ‘5% yield. You know what? We want to buy.'”
Nebius’ year-to-date stock performance.
Nebius: “Nebius is at the nexus of the craziness right now. It’s not a crazy company; it’s very good company…This stock is not done going down. There’ll be another time to buy it, but that time is not now.”
Exlservice’s year-to-date stock performance.
