Hut 8 Mining Corp.: “Blockchain company, they’re a dime a dozen, unfortunately. I wish it were more special than that. I don’t think you have anything proprietary with that company. Go buy some Ethereum.”
Dynavax Technologies Corp.: “You know I’ve liked this company. You know I like companies that are involved in anything that’s what I call personalized cancer, personalized immunology. And that’s one of them.”
Sprinklr: “Oh buy, that was a direct listing. People didn’t like the quarter. …There are not enough companies that follow this to be able to get a true picture on it. That’s part of the problem with having all these companies come public. Very hard to get a real reading on it.”
Ping Identity Holding Corp.: “Look, I happen to like Ping very much. I happen to like cyber very much, but my recommendations are you do Palo Alto [Networks] or you do CrowdStrike right now, OK?”
