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Shopify: “I like e-commerce. I like Amazon more than Shopify, but I think Shopify does an absolutely terrific job with small, medium-sized businesses, consumer packaged goods companies. I would stick by it.”
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Palantir’s year-to-date stock performance.
Palantir: “I like Palantir, I liked the quarter last time…I think it’s a good company.”
Cava: “It got too hot, and then it came all the way down, and we said, ‘buy, buy, buy.’ And it’s been right, and we’re sticking with it. But don’t forget, Chipotle is the king.”
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Brand Engagement Network’s year-to-date stock performance.
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