Builders FirstSource “can go higher”

Serve Robotics: “…We don’t recommend companies that are losing a ton of money because it’s just not the right time.”

FirstSource builders: “…This can go higher. This is exactly the type of stock you should be buying at this stage of the cycle. Hang in there.”

Viking therapeutics: “…Here’s the problem: It costs so much money to build the factories, they’re going to have to get a takeover to be able to do it.”