Stock Chart IconStock chart iconConstellation Energy's year-to-date stock performance.Stock Chart IconStock chart iconCredo Technology's year-to-date stock performance.Credo Technology Group: "Credo is just so good. It's a networking company. Just hold on to it, it's amazing. Maybe take a little bit of your cost base, try to get your cost bases out a little bit, because this thing's been on a parabolic move, but what a great company."Stock Chart IconStock chart iconManpowerGroup's year-to-date stock performance.Stock Chart IconStock chart iconPerrigo's year-to-date stock performance.Perrigo: "This is a value trap ... It doesn't have any growth. I don't want it."Stock Chart IconStock chart iconCadence Design's year-to-date stock performance. Cadence Design: "Cadence is a hold and if it comes down it's a buy. This is a company, by the way, Lip Bu Tan used to run, and it is sensational. I love it, and we've had them on. They're real smart guys."