Constellation Energy’s year-to-date stock performance.
Credo Technology’s year-to-date stock performance.
Credo Technology Group: “Credo is really great. It’s a networking company. Wait a minute. It’s a great company. Just think about the cost base a little bit and take the cost base out a little bit because it’s a parabola, but what a great company.”
Manpower Group’s year-to-date stock price performance.
Perrigo’s stock price performance year-to-date.
Perigo: “This is a values trap… There’s no growth. I don’t want that.”
Cadence Design’s year-to-date stock performance.
cadence design: “Cadence is a hold, and when it goes down, I buy it. By the way, this is the company Lip Buu Tan used to run, and it’s sensational. I love it and I wear them. They’re really smart guys.”

