Stock Recommendations & Analysis - Granite Construction (GVA) is viewed as a potential takeover target and experienced a 7% increase [1] - Solid Power stock has increased by 100%, suggesting investors should consider taking some profit [3] - ENVX is considered overvalued and a potentially risky "parabolic buy" [4] - General Mills is considered a buy for its 5% dividend yield, but not necessarily for its earnings potential due to challenges related to GOP-1s [5][6] - Starbucks is recommended as a buy while the stock is down [7] Investment Strategy & Market Commentary - The infrastructure play is still considered viable [2] - Momentum in a stock, such as Solid Power, may warrant taking profits [3] - Parabolic stock increases are often followed by parabolic declines [4] - Lithium is being compared to oil in terms of importance [4] Miscellaneous - The show has doubters who are not paying attention [7] - A club membership has paid for itself [6]