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18:31
Jun 03
Jun 03
17:32
Jun 03
Jun 03
17:12
Jun 03
Jun 03
16:46
Jun 03
Jun 03
16:16
Jun 03
Jun 03
15:36
Jun 03
Jun 03
13:40
Jun 03
Jun 03
13:02
Jun 03
Jun 03
CNBC
15h
AIQ 1ST
AES 1ST
▾
HIGH
AI infrastructure buildout has years to run
We are at the very early stages of the investment needed to build the compute necessary for the AI transformation. Real demand exists, constraints around capital and construction remain, and many years of buildout lie ahead. Speculative excess may occur but it is not a bubble like 2000. EQT is investing more across AI infrastructure including energy assets, data centers, battery storage, and the power grid.
AIQ LONG
AES benefits from AI energy demand
EQT announced the take-private of AES, a large U.S. energy company, as part of its AI infrastructure investment push. This signals that AES is a key energy asset needed to power AI data centers. EQT is investing more in energy assets to support AI infrastructure.
AES LONG
HIGH
12:54
Jun 03
Jun 03
CNBC
15h
BTC
▾
MED
Long-term bullish on Bitcoin.
Senator Lummis states she is 'in it for the long haul' with Bitcoin, indicating a long-term bullish conviction on Bitcoin despite market volatility and regulatory uncertainty. She has placed her Bitcoin in a blind trust but maintains a committed holding stance.
BTC LONG
MED
11:37
Jun 03
Jun 03
11:37
Jun 03
Jun 03
11:13
Jun 03
Jun 03
CNBC
17h
LLY 1ST
▾
MED
Oncology pipeline underappreciated, eight new medicines coming.
Lilly's oncology business is underappreciated by investors focused on GLP-1s, but it has line of sight to eight new cancer medicines or big label expansions, which he has seen clinical data for and believes will drive significant future growth, making Lilly a long-term compounder beyond just weight loss.
LLY LONG
MED
23:54
Jun 02
Jun 02
CNBC
1d
PANW
▾
HIGH
Platform consolidation beats AI cyber threats.
The only long-term solution to AI-driven cyber attacks is to consolidate cybersecurity data and platforms, fighting AI with AI. Palo Alto Networks is a net enabler, providing an integrated platform that brings all data together, and is seeing massive customer demand as a result.
PANW LONG
HIGH
23:53
Jun 02
Jun 02
CNBC
1d
JPM
JNJ
YUM
SIG
ET
▾
HIGH
JP Morgan cheap at 13x earnings.
JP Morgan is the best bank in the world with balanced growth, trading at only 13 times earnings, down 7% year-to-date, making it a rare opportunity to buy a fortress franchise cheaply.
JPM LONG
J&J undervalued with no patent cliffs.
Johnson & Johnson has 10 commercialized drugs each generating over $1 billion, a growing medtech business from acquisitions, no major patent expirations, and a low 19x P/E multiple, but should be bought slowly due to lack of near-term support.
JNJ LONG
Yum Brands to rally on Pizza Hut sale.
Yum Brands is likely to sell its Pizza Hut business to LongRange Capital, leaving KFC and Taco Bell, which are amazing performers, and the stock should trade much higher without Pizza Hut.
YUM LONG
Signet Jewelers strong and undervalued.
Signet Jewelers reported a strong quarter with consistent growth, free cash flow of $600 million, 30% EPS growth, and is undervalued relative to its performance; a good time to buy before the fall season.
SIG LONG
Energy Transfer cheap with good dividend.
Energy Transfer is a terrific situation: inexpensive and offers a good dividend.
ET LONG
Kimberly Clark cheap with safe yield.
Kimberly Clark is a premier consumer staples company with world-class brands, merging with Kenvue, trading at 13 times earnings with a 5.25% safe yield, and CEO Michael Shu can exploit synergies.
KMB LONG
Kraft Heinz bet on CEO turnaround.
Kraft Heinz is a faith-based investment in CEO Steve Cahillane, who successfully turned around Kellogg, and the stock yields 6.85%, though it carries risk from past management issues.
KHC LONG
Elanco is top animal health play.
Elanco is preferred over Zoetis in animal health because CEO Jeff Simmons has come on very strong recently.
ELAN LONG
Salesforce too cheap to sell at 13x.
Salesforce was bought at 13 times earnings when it was too hated, and the stock now has asymmetric risk-reward; holding is better than selling, and any dip back to the 170s would be a compelling buy.
CRM LONG
HIGH
22:06
Jun 02
Jun 02
20:18
Jun 02
Jun 02
CNBC
1d
MSFT
▾
HIGH
Microsoft mispriced; monetization phase ahead.
The market is mispricing Microsoft because the monetization phase from AI will unfold over the next 6-12 months, supported by the developer conference announcements on Copilot and Azure, which are key steps in the AI arms race.
MSFT LONG
HIGH
18:58
Jun 02
Jun 02
CNBC
1d
SPY 1ST
▾
HIGH
Stay in equities, earnings growth strong.
The speaker believes the equity market will continue to perform well because earnings growth is projected at over 20% for the next year, multiples in tech and semis are lower than in October, and the Magnificent Seven trade at 26x earnings with 30-40% growth. Additionally, technicals are supported by strong cash inflows, buybacks, and a large IPO calendar. Despite geopolitical uncertainty and crowding risks, the positives outweigh negatives.
SPY LONG
HIGH
18:14
Jun 02
Jun 02
17:57
Jun 02
Jun 02
16:57
Jun 02
Jun 02
16:12
Jun 02
Jun 02
CNBC
1d
GNRC
▾
HIGH
Generac's data center business will transform company.
Generac's data center backup power business is a generational opportunity that will transform the company. The company has the shortest lead times in the industry (vs. CAT and Cummins at ~2 years), a $700M existing backlog for colocation customers, a $650M notice to proceed for 2027 from the hyperscaler, and expects to double its C&I revenue in three years and increase overall company revenue 50% by 2028. The supply-demand imbalance in backup generators for data centers gives Generac a major competitive advantage.
GNRC LONG
HIGH
16:10
Jun 02
Jun 02
CNBC
1d
HOOD
▾
MED
HOOD is a long-term compounding business.
Robinhood is building a long-term compounding business with growing market share, expanding revenue streams, and a broadening product portfolio (including WonderFi acquisition and Trump Accounts). The recent 22% YTD stock decline is short-term sentiment, while the company's fundamentals and long-term trajectory remain strong. Longer-term investors should focus on the underlying business growth rather than near-term price volatility.
HOOD LONG
MED
16:07
Jun 02
Jun 02
13:54
Jun 02
Jun 02
13:11
Jun 02
Jun 02
12:34
Jun 02
Jun 02
CNBC
1d
US multifamily real estate
US industrial real estate
Cold storage real estate
US office real estate
▾
HIGH
Multifamily is a cyclical buying opportunity.
US multifamily real estate is a cyclical opportunity. Short-term headwinds from oversupply and weak household formation are creating a buying window, while long-term secular tailwinds (housing demand, limited new supply) will drive recovery. The firm is actively investing via acquisitions like Bell Partners.
US multifamily real estate LONG
Industrial real estate has strong secular tailwinds.
US industrial and distribution real estate benefits from secular trends in e-commerce, reshoring, and the need for logistics infrastructure. Short-term vacancy concerns are outweighed by long-term demand; the firm has maintained its industrial exposure.
US industrial real estate LONG
Cold storage has long-term secular demand.
Cold storage real estate is a subset of industrial with positive long-term secular demand driven by the permanent shift in grocery delivery habits. Short-term headwinds are cyclical, but the long-term outlook is very positive.
Cold storage real estate LONG
Avoid US office real estate.
US office real estate is unattractive for direct investment. The firm has not bought an office building in the US since 2019 and sees a high bar for any new investment, given weak demand and a bifurcated market where only the top buildings perform.
US office real estate AVOID
HIGH
12:13
Jun 02
Jun 02
00:23
Jun 02
Jun 02
CNBC
2d
FDXF
▾
HIGH
FDXF is a keeper with upside.
FedEx Freight as an independent company has significant advantages: it is the largest, fastest, and most reliable LTL carrier in North America. The spin-off allows focused capital investment, a dedicated LTL sales force, technology improvements, and a clear path to 15% operating margin by 2029. Additionally, tightening truckload capacity is shifting larger shipments into LTL, benefiting the business even in a weak economy.
FDXF LONG
HIGH
00:03
Jun 02
Jun 02
CNBC
2d
NVDA
FDXF
SPACEX FLIP
NOK
BB 1ST
▾
HIGH
Nvidia dominance reasserts, breakout imminent
Nvidia is going to break out now as its dominance reasserts itself and investors realize it is the least expensive stock in the group. The Vera Rubin supercomputing architecture and RTX Spark Superchip for AI agents show compute is money, leading to a broad data center investment theme.
NVDA LONG
FedEx Freight spin-off is a keeper
FedEx Freight is a keeper as a spin-off because it will benefit from independent LTL-specific investments, dedicated salesforce, and a target 15% margin by 2029, with ability to grow even in a down economy.
FDXF LONG
SpaceX IPO to soar initially
SpaceX IPO should soar initially due to tiny float (4%) and massive demand, with 60% of shares locked up until early 2027. Target $4 trillion valuation.
SPACEX LONG
Nokia AI infrastructure play, buy small
Nokia is a player in AI infrastructure via networking and edge AI, with Nvidia partnership, new CEO from Intel, 49% AI/cloud sales growth, and profit growth targets. Buy a small position on pullback.
NOK LONG
BlackBerry auto tech, goes higher
BlackBerry has interesting technology in the auto world and I think it goes higher.
BB LONG
Bloom Energy non-combustible fuel, buy
Bloom Energy is a non-combustible fuel play that avoids environmental damage, huge believer, switch from oil stocks.
BE LONG
ZIM shipping yield attractive, buy
ZIM has a 14% yield and war makes shipping more valuable, so I would buy some.
ZIM LONG
D-Wave lifted by Quantum IPO
D-Wave will get a boost when Quantum (Honeywell spin-off) comes public, might be worth owning.
QBTS LONG
Power Solutions, cut losses now
Power Solutions missed badly and lowered guidance; cut losses and wait a full quarter before reconsidering.
PSI AVOID
HIGH
22:42
Jun 01
Jun 01
CNBC
2d
GOOGL 1ST
▾
MED
Alphabet stock likely higher soon
The speaker views Alphabet's $80 billion equity raise as positive, noting that Berkshire Hathaway's $10 billion private placement shows commitment and long-term support. The stock is lower despite this, which doesn't make sense, and the speaker expects it to trade higher over the next 24 hours.
GOOGL LONG
MED
22:37
Jun 01
Jun 01
CNBC
2d
EEM
▾
MED
EM AI trade offers valuation opportunity
The next big wave in the AI trade and where big money can be made is within emerging markets (EM). The valuation gap between EM and the US is at multi-decade highs, providing a strong starting point. The EM index is heavily weighted to South Korea and Taiwan, which are major players in the AI supply chain, and their valuations have not risen as much as in the US, leaving room for outsized gains as AI demand continues to outpace supply.
EEM LONG
MED
22:35
Jun 01
Jun 01
CNBC
2d
EEM 1ST
▾
HIGH
EM is next big AI wave
The next big wave of the AI trade, where significant money can be made, is within emerging markets. The valuation gap between EM and the US is at multi-decade highs, providing a strong entry point. The EM index is heavily weighted toward South Korea and Taiwan, key AI players whose valuations have not risen as much as in the US, leaving substantial runway for outsized gains.
EEM LONG
HIGH
22:33
Jun 01
Jun 01
CNBC
2d
DDFZ 1ST
▾
MED
DDFZ offers downside hedge, capped upside.
DDFZ is a 15% dual directional ETF that provides investors with a defined payoff structure: if the market declines up to 15%, the ETF gains up to 15%; if the market rises, it participates up to a cap around 10-10.5%. This simplifies options-based risk management for investors who do not want to construct such trades themselves, offering built-in risk management and potential alpha when markets fall.
DDFZ LONG
MED
21:36
Jun 01
Jun 01
CNBC
2d
Software businesses showed they are extremely healthy this earnings season, says Box CEO Aaron Levie
IGV 1ST
▾
LOW
Software businesses extremely healthy this earnings season.
Software businesses are extremely healthy, as evidenced by strong Q1 earnings across security, data platforms, and systems of record, driven by enterprise need for core data/workflow management and AI integration.
IGV LONG
LOW
21:36
Jun 01
Jun 01
CNBC
2d
NVDA
INTC
▾
HIGH
NVIDIA undervalued, adding more.
NVIDIA is not overvalued given its 80% revenue growth and 26x P/E, compared to the S&P 500 growing at 12% at 22x. It is his largest position and he is adding more. Agentic AI will drive further demand through the end of the year.
NVDA LONG
Intel benefits from CPU shift.
Intel is a huge beneficiary of the shift to CPUs driven by agentic AI (e.g., OpenAI o1), because agentic AI changes the ratio from 8 GPUs per CPU closer to unity. Intel is the leader in server CPUs and will maintain majority share. Additionally, Intel has foundry upside with potential Apple, Google, Tesla customers and a $5B investment from NVIDIA.
INTC LONG
HIGH
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