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Feb 18, 21:14
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I think Etsy selling Depop for $1.2 billion to EBay is good for both even as Etsy paid $1.6 billion for the property. Etsy needs money to make its site better
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No analysis
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Feb 18, 21:00
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was today an important day? Was today a signal that tech can be back in vogue? Was tech strong because we had good, healthy economic numbers? Or was it just a dead cat bounce....Writing a piece now for club members that gives a considered view to the questions...
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No analysis
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Feb 18, 20:40
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Here comes an important 20 minutes... The tech market has to go our stronger than it looks right now.
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No analysis
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Feb 18, 17:17
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There’s always a bull market somewhere and I want to help you find it. We have a special offer to become a member of the CNBC Investing Club. Come check it out!
https://t.co/DxwU1R5ZMq
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No analysis
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Feb 18, 14:42
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Prediction-MSFT will do a total refresh and BLOW US AWAY instead of Co-Pilot
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No analysis
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Feb 18, 14:20
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next chip--Nvidia https://t.co/JyTbRlZcVO
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✓
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Batch analyzed (2 ideas in batch of 50)...
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Feb 18, 14:17
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shocking underperformance by CRM-underperform S&P 0ver ten years
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✓
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Batch analyzed (2 ideas in batch of 50)...
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Feb 18, 11:02
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Amazon is difficult to own because it has diminished free cash flow from debt... I say stay in it but i know it went from cheap to expensive for a lot of people after that last q...
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Batch analyzed (2 ideas in batch of 50)...
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Feb 18, 11:01
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Let's forget about"momentum" for a second and focus on what Jensen has taught us. You need as much compute as possible at the lowest total cost of ownership. That's what Mark Zuckerberg knows. That's what the traders seem to have NO knowledge of. It's why you own Nvidia
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Batch analyzed (2 ideas in batch of 50)...
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Feb 18, 10:22
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This was the case we made ten days ago and it seems like things have only gotten worse! https://t.co/4dsyZ8XAgv
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Batch analyzed (3 ideas in batch of 50)...
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Feb 18, 10:22
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Again Luddite alert: why when we read about "super" ai uses do we always find it calling to get reservations for restaurants. Now that's 22nd century!
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Batch analyzed (3 ideas in batch of 50)...
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Feb 18, 09:47
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See you at 9 a.m. Enough of this curling 🥌 vacation https://t.co/S3tj7KSdzQ
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Batch analyzed (3 ideas in batch of 50)...
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Feb 17, 21:29
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one of my favorite bullish patterns https://t.co/pXlREavwUJ
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Batch analyzed (2 ideas in batch of 50)...
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Feb 17, 21:29
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surprise announcement from Meta about huge commitment to Nvidia --i think those who want to build their own chips may have to worry about allocations.. the smugness toward NVDA by any and all is tiresome
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Batch analyzed (2 ideas in batch of 50)...
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Feb 17, 17:24
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Kudos to Gemini for correcting my affiliation with Rockport Mass. It was quit apologetic and saw humor in it. I just wish i knew why it was so DEFINITIVE about my involvement with Rockport....Too Glib
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Batch analyzed (2 ideas in batch of 50)...
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Feb 17, 03:01
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I am not a Luddite. But as someone named Jensen Huang told me not that long ago, about 90% of what we get from AI right now is right. So, I will grow more confident as we close that gap. And we will...but not this year, or maybe next.... Closer and Closer. A leaner...not ringer
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Batch analyzed (2 ideas in batch of 50)...
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Feb 17, 02:57
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So before AI takes over the world can we be sure that it can tie its shoes? Rockport Massachusetts? Next, I "guess" i will find out I am a Patriots season ticket holder. Go Pats!
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Batch analyzed (2 ideas in batch of 50)...
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Feb 17, 02:56
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I know AI will get better but can someone tell me one major law firm that would rely on this stuff for a real, paying client and still be able to sleep at night? Can i trust all of that great Anthropic code? I guess i can; guessing's for jokers where I'm from
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Batch analyzed (2 ideas in batch of 50)...
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Feb 17, 02:54
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I am a huge believer in AI for many things like summaries, quick histories, even some stock questions. But tonight on Gemini I learned that i was from Rockport, Massachusetts and am an unofficial spokesperson for the city. I have never been to Rockport, Mass and I am from
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Batch analyzed (2 ideas in batch of 50)...
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Feb 17, 02:30
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Here we go again with the attacks on Nvidia because of DRAM and AI and whatever.. Read it tonight on the https://t.co/0vqU7Tzmf3 site
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Batch analyzed (2 ideas in batch of 50)...
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Feb 13, 17:15
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Winners “do the homework”, a tenet I’ve relentlessly drilled into my Club members’ heads. At the CNBC Investing Club, we give you the tools to invest on your own.
Join today at this discounted rate!
https://t.co/DxwU1R6xBY https://t.co/d4T1XQM79g
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Jim Cramer promotes his CNBC Investing Club...
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Feb 12, 16:28
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Here's the deal: investors like you are seeking ACTIONABLE insight, not noise.
The CNBC Investing Club delivers just that.
Give it a try! Join the Club today for 6 months at a special rate of $149.99.
https://t.co/F385FGCEDw
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No analysis
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Feb 12, 12:53
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I know i am off but don't tell Lisa, i sent in a piece for CNBC Investing Club members about the industrials... I think it can help make sense of things...
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No analysis
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Feb 11, 16:06
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Those Vertiv orders were incredible..Great for Club Names Corning, Eaton, GEV. Still buyable!!
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No analysis
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Feb 06, 21:30
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Buy Texas Roadhouse TXRH https://t.co/shpEECESNF
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No analysis
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Feb 06, 21:29
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It's a shame that so many have tried to make their name by bashing Nvidia. It's another reason why it is so hard to make money in the market
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No analysis
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Feb 06, 20:08
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stop trading Nvidia, start owning Nvidia
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No analysis
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Feb 06, 19:26
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Bountiful day... Incredible... 50,000 Dow.. I started at 1000
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No analysis
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Feb 06, 16:05
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Old timers remember how sad we were when this happened. Norm Snead replaced him and so began our years in the wilderness https://t.co/IsaycrxMnh
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No analysis
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Feb 06, 16:02
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Before the day is over I want to reiterate that think Google is the best value now of the big guys...
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No analysis
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Feb 06, 12:08
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The Bitcoin rally's impact on the S&P shows you the leverage that's in the system. People sold the S&P to finance their bitcoin
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No analysis
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Feb 06, 11:14
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I will defend Amazon today. But it did trade to 197 yesterday as people recognize, like we did, that the Mag 7 is no more. But it is Google that is the prize
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No analysis
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Feb 06, 10:30
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How linked was the SPX/NDQ to Bitcoin on the way down...
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No analysis
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Feb 06, 08:50
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This market likes a slower growing company that makes a lot of money than a hyper growth company that doesn't. The The stocks of the Year of Magical Investing make no money...
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No analysis
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Feb 06, 08:45
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It's a great day to be Mag 7 supplier
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No analysis
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Feb 05, 23:57
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I am not going to say Amazon's overdone on the downside because i figure tomorrow's pretty ugly. I am saying that there's a reason for the spend that can be justified
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No analysis
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Feb 05, 21:48
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why stop there... how about $300 billion?
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No analysis
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Feb 05, 20:57
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Anthropic's power is so daunting that all they have to do is say they are going into cybersecurity and that's the end of the group... I don't want to be against them but they are not the all powerful firm that they think they are
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No analysis
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Feb 05, 20:42
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Current ceos of publicly traded companies who were close to Epstein might be ill-advised to stay on and bring disgrace to their companies. I can think of some leaders who must have known their names would come out who stayed on and ran prominent firms-- disgusting and disgraceful https://t.co/6z1BaK3vOp
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No analysis
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Feb 05, 20:39
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You get beef down and you will see a restaurant rally of your dreams! (TXRH!) https://t.co/t5kYYeuG0l
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No analysis
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Feb 05, 20:37
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Microsoft wilting; need to see Amazon with major upside... all over it
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No analysis
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Feb 05, 19:51
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Muted.. too muted. Need to see Apple/NVDA go green; will be tough... Did Este Lauder go into Enterprise Software???
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No analysis
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Feb 05, 19:16
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I like the timing of this google/broadcom led rally but it is time for Apple and Nvidia to get ready to roll as we get to the 2:45 p.m. rally point...you need all four to go up to make a solid rally
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No analysis
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Feb 05, 17:48
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Boeing, one of my favorites in the trust: lotta chatter of big wins out of China and Saudi Arabia. Given that they are getting better and better and quicker at making new planes these could take the stock back to $250
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No analysis
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Feb 05, 17:45
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Broadcom getting its due. I said it would be up 25 today off of Google. I also like Nvidia which is a huge winner of that big capex budget...People need to focus, all that money goes to companies, disproportionate goes to these two. Stay focused!
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No analysis
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Feb 05, 17:34
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Who knew that Bitcoin was an enterprise software stock? A software as a service stock!! Egads
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No analysis
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Feb 05, 15:57
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I told club members it could be a clearing event...Watching GOOGL, NVDA, AVGO--be aware that it is difficult to have a turn until 2:45 so you can nibble but it is a long day
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No analysis
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Feb 05, 14:59
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Bob in the house ! https://t.co/oiywA6ejEw
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No analysis
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Feb 05, 14:27
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Many good takeaways about Apple last night
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No analysis
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Feb 05, 14:26
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Let GOOGL come in and then start your buying. Have half on by end of day in case tomorrow is a "clearing day"
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No analysis
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Feb 05, 14:25
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Ralph Lauren, again, let it come in and then start buying. this happened last time
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No analysis
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Feb 05, 11:59
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I wonder if the sellers of Google here actually read the call
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No analysis
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Feb 05, 11:32
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Bitcoin took out the crucial 73,000 level and quickly dropped to $69,000
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No analysis
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Feb 05, 11:25
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not a data center play; buy? https://t.co/FUbZB2ZYPn
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No analysis
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Feb 05, 10:07
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Grudging recognition that that the Alphabet spend is helped along by the Beautiful Bill and how smart Google is about this
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No analysis
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Feb 05, 02:54
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I loved the Alphabet call.. What a bunch of hitters they are.. I thought Banco Santander and Take Two were excellent and totally buyable. AMD will have a fantastic second half...
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No analysis
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Feb 05, 01:51
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Love this stock but this one is just crazy!! https://t.co/rf204EW2AE
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No analysis
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Feb 05, 01:49
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Thanks Coach! https://t.co/QNUjLTrVB2
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No analysis
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Feb 05, 00:42
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Nice snapback and i think that there could be more to it...
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No analysis
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Feb 04, 21:39
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Don't worry, they will buy tons of Nvidia. And you can buy ETN and GEV off of this too. And most certainly GLW which had a nasty reversal today
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No analysis
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Feb 04, 21:37
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Oh and yes, Broadcom is going up bigger than it is right now
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No analysis
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Feb 04, 21:25
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The winner in the new Capex budget of Google is.... broadcom
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No analysis
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Feb 04, 16:28
|
We all fell in love with journalism through the Post. I interviewed in 1977 and i was shaking; there they were, all the titans. I got rejected and while it was depressing I got to meet my idols. What a time... https://t.co/9rH0NYGMQm
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No analysis
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Feb 04, 16:25
|
These Washington Post layoffs are painful. I wonder whether the story below is where they are going...
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No analysis
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Feb 04, 16:23
|
Penny, a Doberman pinscher, wins the Westminster dog show https://t.co/EgXLNlToKW
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No analysis
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Feb 04, 16:22
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It's down enough https://t.co/jhsoTVY2b0
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No analysis
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Feb 04, 16:22
|
Will Bill McDermott come in with that buyback right here???
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No analysis
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Feb 04, 16:13
|
Bitcoin 73,600 is flirting with that code red level
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No analysis
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Feb 04, 16:08
|
I know they are still coming after the high multiple stocks while they buy the industrials and the consumer products companies, but I wish i could buy some $MSFT and some $NVDA for the trust but i am restricted..
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No analysis
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Feb 04, 13:44
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Software decline seems overdone to me at this time....
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No analysis
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Feb 04, 13:39
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The turn in UBER from when it reported is extraordinary. A reminder that you can't act just on the headlines
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No analysis
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Feb 04, 09:31
|
Looks like a tame day... can't be...
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No analysis
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Feb 03, 19:45
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Hard stop on Bitcoin. Nice save!!! It's like @StephenKing's The Stand! The Lincoln Tunnel scene
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No analysis
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Feb 03, 19:02
|
Looks like the stand is being made!!
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No analysis
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Feb 03, 18:40
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Oh my, bitcoin $73,820 beckons as the Dow hits a record high. Our chartist last night said this is it, the level that cannot be breached. It is time for Strategy, also known as Mister for its MSTR, symbol to do a spot secondary or a convert and stop this decline. Come on Mike!
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No analysis
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Feb 03, 17:41
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Memo to Michael Saylor, we think that $73,802 is the line in the sand for bitcoin. Time to do another zero coupon convert and stop this decline. Strategy's earnings depend upon it and what will you talk about when you report Thursday. Let's get this done!
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No analysis
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Feb 03, 16:22
|
Can any of the software stocks make a stand? At the morning meeting for CNBC Investing Club we posit what can be bought right here
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No analysis
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Feb 03, 15:35
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Software no bottom yet.... Home builders and home renovate-- HD--soaring
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No analysis
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Feb 03, 14:49
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Bloom Energy=American Pharoah
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No analysis
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Feb 03, 14:16
|
If you do the same thing-produce a certain kind(s) of entertainment and your stock is unchanged over ten years, you need to re-tool
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No analysis
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Feb 03, 12:10
|
Paypal's numbers were disappointing. Understand Alex Chriss was disappointing..now Enrique Lores is CEO and Bruce Broussard, late of HUM is now ceo of HP. This one is very hard to process.. Big miss...
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No analysis
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Feb 03, 11:06
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the stand on on bitcoin is typical of what we seen, each fortress floor is lower, the firepower to keep it up here ever greater. I am wishing them good luck. We need it
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No analysis
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Feb 03, 11:04
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Meager rallies in gold and silver....
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No analysis
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Feb 03, 11:01
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Coffee collapsing, time to make a stand on Starbucks?
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No analysis
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Feb 03, 08:53
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As someone who has seen quite a bit of speculation in my time, i am always hopeful that those who don't have enough money to take down the silver they are borrowing use these bounces as a way to get liquid, take a hit, but get liqiuid
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No analysis
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Feb 03, 08:48
|
How rocky is the Nvidia-OpenAI relationship that the WSJ contends? Is it really on its last legs? Is Nvidia the impediment to OpenAI ever having enough money to do its job? Are they at odds as I keep reading? Maybe we will find out tonight....
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No analysis
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Feb 02, 23:33
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Speak of the devil; tomorrow’s bell! https://t.co/tRWBlp3L85
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No analysis
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Feb 02, 22:57
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I will study Palantir, Teradyne and NXPI tonight....
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No analysis
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Feb 02, 21:17
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Palantir demonstrating major mo jo .. shorts going to have rough going
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No analysis
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Feb 02, 20:23
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Why i can't use ChatGPT to check facts: I was writing about Eli Wallach and the death of the Seven. It somehow told me that Eli wasn't dead. "Eli Wallach is alive. No obituary premature or otherwise." It reminded me that "accuracy matters." Thank you!!!!
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No analysis
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Feb 02, 19:46
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No Bloom Energy is NOT done
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No analysis
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Feb 02, 16:17
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The Oracle bonds are wildly oversubscribed. Talk of it being a new record. Price talk coming in 6.25 to 7 and change. That's a real good yield and the offering is smaller than expected
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No analysis
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Feb 02, 15:55
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Are the machines all from Philly? They are really trash-talking us
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No analysis
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Feb 02, 15:13
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Club Members it is NOT too late to buy GOOG
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No analysis
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Feb 02, 15:11
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Speculators should buy Bloom Energy. Oracle deal good for data center which is good for Bloom
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No analysis
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Feb 02, 13:01
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Bond folks breathing relief --"modest portion of the overall equity funding -convertible preferred" ATM equity up to $20 b.. good sale of stock here
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No analysis
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Feb 02, 12:03
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This one is a good example of what i am talking about: we care about profits not the price of silver or bitcoin. Plus oil being lower is positive https://t.co/aTUC2Fis5g
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No analysis
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Feb 02, 11:53
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Reality returns with Disney reporting better than expected and numbers come from theme parks...
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No analysis
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Feb 02, 11:41
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Gold and Silver with successful stand... Crypto: Bitcoin makes $77,000 stand better than nothing
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No analysis
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Feb 02, 10:17
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My good friend Jessica Inskip sees a $73,000 support level for Bitcoin... more on tonight's @Madmoney
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No analysis
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Feb 02, 10:07
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come Sail away, where is Michael Saylor and his acolytes, Bitcoin needs to use this $77,000 launching pad to get to $83,000 at least by Feb 7. Does he have any dry powder? Where are all the usual gang of crypto supporters.. Egads! MISTER
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No analysis
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Feb 02, 09:44
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Oracle needs to sell Cerner to Thoma Bravo for $14 billion. Epic won
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No analysis
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Feb 02, 09:43
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It's been a long time since we have had a non-stock related sell-off blend into stocks so it is hard not to listen to the jeremiads of destruction... But you must focus on the opportunities NOT be trapped by Circe's island
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No analysis
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Feb 02, 09:40
|
We OWN stocks; we TRADE metals. The people who trade metals borrow money to do so. When metals go down they sell anything that moves to raise capital. So they sell S&P futures. They create opportunities for the patient.
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No analysis
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Feb 02, 02:53
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I write in How to Make Money in any Market, that you have to keep your eye on the prize, profits, and not bitcoin or silver or whatever distraction suits you. But no one ever seems to learn because we are all macro now...24/7... even if it is wrong ALL OF THE TIME
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No analysis
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Feb 02, 02:51
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The demonstration of what can happen in a weekend with bitcoin demonstrates its unreliability, on a short-term basis, to be a currency...And i write that as someone who owns bitcoin
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No analysis
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Feb 02, 02:47
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We fret when gold and silver skyrocket and we fret when gold and silver crash. Maybe we should just worry about earnings. I am not saying these are sideshows, nothing it is a sideshow, but not all events/prices/sudden movements are created equally...
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No analysis
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Feb 02, 02:34
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Sunday night futures ... here we go again...
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No analysis
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Feb 01, 21:22
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Saylor reports this week, Feb 5. So the shorts are probably trying to break him before that. The usual defenders will come on tv and tell a real good story. But it might not be enough because you can short against the converts.
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No analysis
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Feb 01, 21:21
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Michael Saylor from MIcrostrategy now Strategy should wait until about 6:30 pm-get a nice look at the S&P futures--and then come in and jam up Bitcoin to $82.500 from $76,500. That way some ill-advised folks will shout double bottom and pay no attention to the break below $80.000
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No analysis
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Feb 01, 19:21
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With Bitcoin at $77,000 I figure the buyers come in all at once to move it backt to $82,000
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No analysis
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Feb 01, 04:10
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Where are the usual Bitcoin defenders? I figure they have until Monday to get it back to $82,000 so they can claim double bottom and i say that as a long standing owner of bitcoin!!! Ahoy??
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No analysis
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