Micron Technology: "This stock shouldn't have been down yesterday, Zack. That was crazy. I think it's a great opportunity. Maybe get it at $48. It'll really be a steal."

Everquote: "It's another one. There's a lot of companies that all they do is they get to the lowest price in insurance and people just — they love these companies."

Marvell Technology: "It's our favorite 5G play. It just went up 12 points. I can't count on this buy right here. Let it come back a little."

Calithera Biosciences: "It's a spec anti-tumor play. You know how I feel about those. I'm blessing them, but a little bit of money only. ... That one is fine, not great."

Moderna: "The RNA that I'm betting on is the Pfizer RNA."

BlackRock: "BlackRock's a buy."

Disclosure: Marvell Technology.

Disclaimer