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Realty Income’s year-to-date stock performance.
Realty Income: “I want you to stay with it…I really like it, it’s a very steady story.”
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Micron’s year-to-date stock performance.
Micron: “I think the stock can tread water or go back to the high seventies…If there really is a PCU refresh cycle because of this Microsoft button, you’re not going to be able to buy Micron this cheap again this year.”
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Bitfarms’ year-to-date stock performance.
Bitfarms: “I don’t really know Bitfarms…I just feel like it’s just speculative.”
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Ramaco’s year-to-date stock performance.
Ramaco: “I’m not a buyer, let it go up without me.”
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GE Healthcare’s year-to-date stock performance.
GE Healthcare: “I think it’s just ridiculously cheap, I think it’s doing so many great things…I’m just sticking with it over the long haul. I like that business very much.”
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Coherent’s year-to-date stock performance.
Coherent: “Coherent’s a little too expensive.”
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Arm’s year-to-date stock performance.
Arm: “I think Rene Haas is doing a fantastic job…This company is doing so much so right. They are going to dominate cellphone, PC, hyperscale. This is one you want to own.”
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Teva’s year-to-date stock performance.
Teva: “I’m not a Teva guy.”
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TKO’s year-to-date stock performance.
TKO: “I actually don’t understand how to value this company.”
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Disclaimer The CNBC Investing Club Charitable Trust holds shares of GE Healthcare.
Michael Johnson is a tech enthusiast with a passion for all things digital. His articles cover the latest technological innovations, from artificial intelligence to consumer gadgets, providing readers with a glimpse into the future of technology.