Lumen Technologies was mentioned as a stock to avoid due to concerns about its unsustainable recent price surge.

BlackRock's stock performance was discussed, highlighting its long-term potential and suggesting it as a solid investment during downturns.

Exxon Mobil was considered overvalued compared to Chevron, indicating caution for investors.

On the other hand, LyondellBasell was noted as a stock with potential buying opportunities at its current prices.

ON Semiconductor faced a challenging outlook, with recommendations suggesting that its stock may need to drop further before becoming attractive.

Applied Digital was recognized for its strong position in the enterprise software sector, which continues to attract investor interest.

Lastly, Applied Industrial Technologies received a positive mention, indicating it is a company worth considering for investment.