Stock Chart IconStock chart iconThomson Reuter's year-to-date stock performance. Thomson Reuters: "The problem is that this is media and media has been decimated by all things AI, and I can't get behind it."Stock Chart IconStock chart iconXeris Biopharma Holdings' year-to-date stock performance. Xeris Biopharma Holding: "I know it because it's injectables...I will tell you this: that's precisely what I want you to do. That's precisely what you need, but one of them...Just one spec will do it for you."Stock Chart IconStock chart iconOndas' year-to-date stock performance. Ondas: "This is a meme stock...I can't get behind a meme stock."Stock Chart IconStock chart iconNebius' year-to-date stock performance. Nebius: "Until the market turned ugly, Nebius was one of my favorite stocks. Now I got to pull back because the facts of this entire market have changed. It's no longer got the right coloration to be able to speculate on Nebius."Stock Chart IconStock chart iconWix.Com's year-to-date stock performance. Wix.Com: "I have a guy, Zach, upstairs, and he can duplicate whatever Wix does, and he comes at a fraction of the cost, and they charge $10 a thing. Just kidding, and Zach's worth a lot more than than Wix."Stock Chart IconStock chart iconCarnival Corporation's year-to-date stock performance. Carnival Corporation: "I like Carnival, it's low multiple, but I think Viking is the one you can sail home in. And I think come sail away with Viking for the next five years."