I like Enphase Vitality over EVgo

EVgo: “EVgo, I know that sounds good Enphase energy, OK? This is the one i like I checked it out [CNBC Next Generation 50 index]. You want enphase energy. I know it’s a high dollar amount, but it’s a better company. “

BigCommerce holdings: “I think it’s about the concept of the ‘concept’. I said it’s the conceptual versus the tangible. This is a conceptual stock. The company is losing a lot of money so it has lost its luster. If we have that Raising rates, that’s exactly what happens. It’s a strange interaction, but it has been tried and true. So this is going to have a hard time here. ”

Credit deposit: “Oh man … that’s tough. I mean, it’s tough enough for yourself JPMorgan, do you have to own LoanDepot? Look, it costs $ 5 [per share]. Shall I tell you to sell it for $ 5? Look, it could go as high as $ 4 or $ 3. I don’t expect a lot of positive things. ”

marqeta: “I know I should be more excited about some of these stocks, but again, my focus is on what the Fed is doing, what rates are doing, what the recovery is doing, and in this situation you don’t want that stick.”

Alibaba: “Your golden goose could be cooked. I put it this way: It’s down 46%. I’m not going to tell you that you have to lose some stocks 46%. That is, every time I’ve said, ‘You know You what, China got the green light, ‘it has been wrong for the past three years, so I’m starting to learn that you can’t be wrong. ”

Harley Davidson: “I think they are reinventing themselves. I like what they have in stores, but then again they have to get younger. They keep trying to get younger and they can’t. Some of the overseas companies still have great things, great brands. I’ll give you the ‘no’ sign. ”

KnowBe4: “This is a software security company and you know I always refer to my manager, and my manager is here Palo Alto networks. ”

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