Enphase Energy is a buy

Rio Tinto PLC: “You need to see commodity inflation come back. I will say, it’s a great hedge against long-term inflation, though.”

NIO Inc: “That one seems very dicey.”

Enphase Energy: “It is doing so well, and every time it’s down $15, $20, I want to come on air and just say, ‘you know what you’ve got to do? [Buy].'”

Lucid Group Inc: “Too speculative. … We are not recommending stocks that are losing money.”