Host of @madmoneyoncnbc and I run the CNBC Investing Club. My new book is out now: https://xitter.twitterapi.xyz/t.co/autOFQ2NP0
New York City
Joined March 2008
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Ask I said this morning, there is a bench. As Mike from Coreweave said, there is a company. What is it worth when a key man is just erased? Let me think about how sickening this is and then i will come back to you. I want to throw up.
Offered my plan for our Intel position on today's Morning Meeting for Club members. cnbc.com/investingclub/2026/…
Happy Birthday to Cliff Mason, you meant so much to so many, including your Uncle Jimbo! Cliff would have been 42 today. So damn sad
Nvidia can only bottom when the majority of analysts cut and run.. We are getting the early birds out of the cage
MS jumps ship as Nvidia tries to figure out a Nvidia that will help them. I offered it last night,. It will work
Semi analysts get your Nvidia downgrades in now.. You want to be the ones left behind? Be my guest you sunshine patriots, you summer soldiers... here's your hat, what's your hurry? Don't let the door hit you on the way out..
You knew some would break ranks. More to come. These people can't take the pain. They want Jensen pardoned without being charged!
BAIRD cuts $NVDA to Neutral.
“.. Two outcomes are likely ..: A new ban on H200 exports to China. .. Exports control limitations notably addressing the Southeast Asia data center loopholes, along with DOJ potential action against Megaspeed ..”
$200 target, (prior $500)
Some went Jensen on-leave, some have convicted Jensen, some have PARDONED! Jensen. Holy cow! How about taking it one step at a time...
Frightened sellers of NVDA come back not even recognizing that Coreweave is talking about a terrific product. The sellers think that there is no one there except Jensen. What an insult to the 42,00 people, including hard core engineers who work there.
This morning we have $CRWV on this morning at @SquawkStreet . I think it will be very telling and very positive because of demand and because it will dispel many of the negatives about the data center
Last night @MadMoneyOnCNBC I gave $NVDA a path that will get them out of purgatory; it's a multi-step plan. No magic bullet. I think they are taking it.
Recap: Last night on @MadMoneyOnCNBC we suggested why Anthropic might be worth much more than the price talk we are hearing. So far so good.
