Stock Chart IconStock chart iconFiserv's year-to-date stock performance.Fiserv: "I think that they have to merge with someone ... We have way too many companies in that area."Stock Chart IconStock chart iconLyft's year-to-date stock performance.Lyft: "I think David Risher is doing a good job ... It's been trading back and forth and back and forth, but $15 is a good level to start."Stock Chart IconStock chart iconCleanSpark's year-to-date stock performance.CleanSpark: "Just go buy Bitcoin. It's a lot easier."Stock Chart IconStock chart iconZIM Integrated Shipping Services' year-to-date stock performance.ZIM Integrated Shipping Services: "I do think that there's worth there, and if the deal doesn't happen, maybe someone else buys it. I'm with you on that, but I'm not crazy about it."Stock Chart IconStock chart iconFirst Solar's year-to-date stock performance.First Solar: "That thing has just been crushed ... It has one of the worst charts I've ever seen."Stock Chart IconStock chart iconCheesecake Factory's year-to-date stock performance.Cheesecake Factory: "Cheesecake Factory has a fantastic menu that has a lot of stuff for everybody ... 52-week high, big menu, lots of stuff for people who don't want to put on a lot of weight. It's a mistake that people make avoiding that one."Stock Chart IconStock chart iconAST SpaceMobile's year-to-date stock performance.AST SpaceMobile: "I mean, the company's losing a fortune. We know that kind of stock is now out of favor."