"A couple of AI stocks that I'm high on... And that would be like APLD, Irene, and Nebus."

"I'm excited about what the future holds over a multi-year period of me holding this company."

"“…when you look at the Neoclouds, there's a lot of names out there. Our favorite unfortunately has run quite a bit. That is Nebius, NBIS.”"

"For AI infrastructure and power, I really like Nibius Group."

"“I'm building a position in all of them.”"

""It's not a bad idea to maybe trim your position a little bit. Not exit the position, but trim it a little bit""