Steve Grasso

CEO Grasso Global | Wall St/NYSE pedigree | CNBC Fast Money regular | Advisor to corporate boards | Keynote speaker at conferences & business roundtables

[Steve Grasso @grassosteve]

Took a shot on $AUR into tomorrow's Investor Day.
$6.46 vs an $18 Street high and ~$12 consensus, 10% short, 25% off the highs.
THESIS: If they show real scaling numbers in autonomous trucking, the stock reprices..

[Steve Grasso @grassosteve]

Photo op or substance?

[CNBC's Fast Money @CNBCFastMoney]

What to expect from the Trump-Xi summit. Joe Zidle @grassosteve @timseymour @GuyAdami and CNBC’s Megan Cassella on what to expect from the upcoming summit between President Trump and China’s Xi.
https://t.co/OjzebtmuWE

[Steve Grasso @grassosteve]

#NearAllTimeHighs

[CNBC's Fast Money @CNBCFastMoney]

Joe Zidle @grassosteve @timseymour and @GuyAdami discuss what's next for markets after Nasdaq's record close
https://t.co/ZfJXqNB2iL

[Steve Grasso @grassosteve]

$CSX

[CNBC's Fast Money @CNBCFastMoney]

Final Trade!

Here's what Joe Zidle @grassosteve @timseymour and @GuyAdami are trading.

$DAL $CSX $MP $PSX

https://t.co/4gbDwsECMV

[Steve Grasso @grassosteve]

$SPOT

[CNBC's Fast Money @CNBCFastMoney]

Final Trade time! Julie Biel, @timseymour, @CourtneyDoming and @grassosteve go around the horn. $WTS $UNH $MRK $SPOT
https://t.co/8WHAmN9YON

[CNBC's Fast Money @CNBCFastMoney]

Semi stocks rallying today but significantly underperforming software so far in Q3. @timseymour, @CourtneyDoming, @grassosteve and Julie Biel debate whether the action marks a short-term breather, or if a bigger pullback is in the cards.
https://t.co/h7OqEf4L6t

[Steve Grasso @grassosteve]

$NET

[CNBC's Fast Money @CNBCFastMoney]

Final Trade!

Here's what @karenfinerman @StocktonKatie @timseymour and @grassosteve are trading.

$INTC $HD $DELL $NET
https://t.co/XPzW1OIGI2

[Steve Grasso @grassosteve]

$CCJ

[CNBC's Fast Money @CNBCFastMoney]

Move of the Day: Nuclear stocks jump on energy bill. @karenfinerman @StocktonKatie @timseymour and @grassosteve discuss the jump in Global X Uranium.
https://t.co/qiTYDPnQEq

[Steve Grasso @grassosteve]

Unbelievable

[Super 70s Sports @Super70sSports]

Just a guy with 39 successful combat flight missions on his resume about to dig in with a guy who was a machine gunner at Omaha Beach on D-Day behind the plate. Two men.

[Steve Grasso @grassosteve]

We MUST carry it forward.
#NeverForget 🇺🇸

[Sam Kille @SamKille]

At a loss for words on the 25th anniversary of 9/11. Then I watched nearly 200 @FordhamNYC students, many born years later, climb 2,200 stadium steps in honor of the ascent FDNY firefighters undertook that day. They showed up. They remembered. I have hope for this generation.

[CNBC's Fast Money @CNBCFastMoney]

'Without a doubt' gas prices will go higher, says GasBuddy's Patrick De Haan @GasBuddyGuy
https://t.co/1vhPpyAAKd

[Steve Grasso @grassosteve]

$AMZN

[CNBC's Fast Money @CNBCFastMoney]

Chart Master: Buy the dip in Amazon
@karenfinerman @GuyAdami @timseymour and @grassosteve discuss the recent note from @CarterBWorth on buying $AMZN
https://t.co/nkiNyWt3GA

[Steve Grasso @grassosteve]

$ORCL

[CNBC's Fast Money @CNBCFastMoney]

Final Trade!

Here's what @karenfinerman @GuyAdami @timseymour and @grassosteve are trading.

$NVDA $AMZN $ORCL $APA
https://t.co/HGQx00dSOk

[Steve Grasso @grassosteve]

25 years today. Remembering everyone we lost at the Towers, the Pentagon, and on those four flights. Still think about that morning
Never forget.

[Steve Grasso @grassosteve]

Add to that 5, 10, 20 year breakevens aren’t showing runaway inflation

•5-year breakeven: 2.37%
•10-year breakeven: 2.35%
•20-year breakeven: ~2.48%

All sitting close to the Fed's 2% target, not spiking the way they would if markets expected inflation to get out of control.

[Billy @behindthadeuce]

@JustinPulitzer @grassosteve @federalreserve @ecb More importantly as @LynAldenContact always points out, Bank lending isn't elevated so raising rates won't have any effect on cooling inflation this time - and might make it worse by giving all the boomers with massive savings an extra 0.25% raise on their cash

[Steve Grasso @grassosteve]

@federalreserve @ecb
Rate hikes work on demand, borrowing, spending, investment.

They don't drill new wells, they don't unblock shipping lanes, they don't add a single barrel of oil to the market. The ECB just hiked for the second time this year on the same Middle East energy shock.
The Fed is contemplating the same mistake in September. Neither move touches what's actually causing the inflation.
And this isn't new. Central banks are always late every cycle. They begin to act after the markets have already adjusted .
The one thing they're genuinely good at is sitting on their hands. This might be the moment to actually do that.

[Steve Grasso @grassosteve]

#Truth
20 years ago no one had a radar gun on the 3rd baseman and the shortstop…
It's the in-between players, the ones whose value is all feel and instinct and who dont reduce to a clean number, they are the ones analytics might genuinely be squeezing out now.

[Captain's Corner @Captain2Corner]

🤔🤔⚾️

#MLB #Analytics

[Steve Grasso @grassosteve]

I’m diggin’ it

[John Ternus @johnternus]

iPhone Duo
iPhone 18 Pro and iPhone 18 Pro Max
Apple Watch Series 12 and Apple Watch Ultra 4
AirPods 5

… and Joz

[Steve Grasso @grassosteve]

They only need 5% migration or 5% of the pro max buyer to make it a winning contributor.
And as you mentioned pro max is responsible for ~ 30% of rev. Big phone, big numbers, big potential.

BUT My name iPhold or iFold much better than iPhone duo … not even close.
The name alone is the biggest headwind for me … 😎

[Gene Munster @munster_gene]

I went into today's $AAPL event thinking the foldable iPhone was going to be a rounding error for growth. After seeing the iPhone Duo, I’ve changed my mind.

[Steve Grasso @grassosteve]

#Yields

[CNBC's Fast Money @CNBCFastMoney]

Dan Nathan @RiskReversal @CarterBWorth @grassosteve and @GuyAdami talk yields spiking despite bond buyback
https://t.co/A3uGGxnIHC