Clover Health Investments’ year-to-date stock performance.
Clover Health Investments: “We’re in pure spec mode because this quarter wasn’t great. Revenue was OK, but profit wasn’t there. So take the upward revisions with a grain of salt, because it wasn’t a great quarter.”
Amkor Technology’s year-to-date stock performance.
Amkor Technology: “It’s packaging, but the right kind of packaging is semiconductor packaging. But I like Cadence better. I also like Intel’s packaging division, which is booming under Rip Boutin, who used to run Cadence.”
Ellington Financial’s year-to-date stock performance.
ellington financial: “When I look at these mortgage companies, I never feel like they can give me proper guidance because I have no idea what they actually own. So even though the yields are very high, I don’t recommend it. It’s not for me.”
BigBear.ai’s year-to-date stock performance.
BigBear.ai Holdings: “With full specs, I don’t recommend it because you’ll lose money, but if you want to guess, that’s fine.”
