Stock Chart IconStock chart iconRocket Lab's year-to-date stock performance. Rocket Lab: "I'm not a big fan of Rocket Lab. We like Hawkeye 360. ... I think Rocket Lab is too speculative"Stock Chart IconStock chart iconCanadian Natural Resources' year-to-date stock performance.Stock Chart IconStock chart iconPalantir's year-to-date stock performance.Palantir: "They had an amazing quarter. It's a great spec, but it is a spec, and I know people pillared me when it came all the way back, but I stuck with it, and I'm not leaving it. I think it's real good."Stock Chart IconStock chart iconThe Williams Companies' year-to-date stock performance.Stock Chart IconStock chart iconIBM's year-to-date stock performance. IBM: "It's very tough. I think it's doing better than people think. It's all the way down, but I have to tell you, I know that people hate this, even though I don't think they should, and I have to keep that in mind."