Cloudflare: “I should talk more about Cloudflare because it’s got a great security component and it’s doing incredibly well.”
Magnite: “Magnite is in the advertising solutions business, and when it comes down to advertising solutions I am going to send you to The Trade Desk.”
BlackBerry: “I went over the last quarter pretty closely and, you know, they have a lot of patents, but it’s not a great company. It’s a meme stock at times, but I’m not going to tell you to sell it because the memesters are going to get it going again, and it’s just not that bad a company. So, I think you’re OK, but there’s no catalyst.”
MP Materials: “I am happy with their business. I think the business of raw materials is good. I hope they can move everything from China. I want you to stick with it, OK. I do not want you to sell MP Materials.”
Immunitybio: “Immunitybio is pure, pure sec, but there is nothing wrong with that. As long as you know it’s spec, Jimmy Chill blesses it to buy.”