Howmet Aerospace’s year-to-date stock performance.
Marvell Technology’s year-to-date stock performance.
Marvell Technology: “…I’m not going to recommend the stock up $6.”
FTAI Aviation: “Aviation is not doing as well as the companies in travel, and that’s what’s hurting FTAI. I want you to hold on to it though.”
Astera Labs’ year-to-date stock performance.
Astera Labs: “I cannot get behind it at these prices, even though I think it’s a very , very good company.”
Jacobs Solutions’ year-to-date stock performance.
Iron Mountain’s year-to-date stock performance.
Iron Mountain: “If it rallies at all, I do want you to sell it. I just don’t see the upside.”
Rocket Lab’s year-to-date stock performance.
Rocket Lab: “As specs go, I like it as these prices.”
Booz Allen Hamilton’s year-to-date stock performance.
Booz Allen Hamilton: “I’m going to take the other side of the sellers and recommend this stock.”
Neptune Insurance’s year-to-date stock performance.
Spotify’s year-to-date stock performance.
Spotify: “It’s a great subscription business, and I think you ought to buy the stock.”

