Firsthand Funds' Kevin Landis Talks Best Tech Stocks And Twitter Value

Lately, everyone has had Twitter on the brain even more so than usual. 

"Whatever it is, it should be higher," joked Kevin Landis, president and chairman of Firsthand Funds and chief investment officer of Firsthand Capital Management.

Landis landed the line right before taking a shot at appraising what Twitter's value is on CNBC's Squawk Box Thursday morning. 

"We bought it at evaluation of about $9 billion, this would've been in Q4 of last year. And, ah, now people are talking about $12 [billion] or $13 [billion], sounds reasonable," said Landis. 

"It's still only about a tenth of Facebook's (NASDAQ: FB) market cap. So ask yourself, is Facebook worth ten times what Twitter [is]?" 

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He said that he's not heavily concerned with Twitter's value until a year or so after its initial public offering. Landis also discussed Jawbone, a company releasing wearable tech that brings health monitors comparable to the Misfits Wearables' Shine products, and other tech wearables such as their innovative wireless speakers, into the market.

"It's our number three position, and everyone asks 'Okay, Facebook, Twitter, what's next?' and I say 'Well, I hope it's Jawbone, it should be. You know, I think that's kind of the next domino to fall with the advent of smartphones," said Landis.

"Your smartphone's kind of like the communications hub on your person, and it can connect with all sorts of great things, right?"

He included that they also have major stakes in SunRun, a solar power home installation company. Landis also included Apple (NASDAQ: AAPL) on "the shortlist" of stocks that are both inexpensive and growing.

At the time of this writing, Jason Cunningham had no position with the mentioned entities. Visit Jason on Twitter @JasonCunningham.