Jim Tilton

Proudest of: My Four Sons

[Carl DeMaio @carldemaio]

IT'S OFFICIAL: CA Voter ID officially now on November Ballot!
Join the fight at https://t.co/TFn2RnSajd

[Jim Tilton @JimTilton5]

Naz futures down 400+

[Jim Tilton @JimTilton5]

@TheJudgeCNBC I think what is hurting some of these Mega Caps is $MU said they have 5 year commitments, that means CapEx spending for these hyper scalers, Data, etc. is going to go on longer than most believed it would be. I think most thought maybe 2 years, no one was thinking 5 years.

[Jim Tilton @JimTilton5]

Getting a bonus hour of @carlquintanilla.
CNBC doesn't get any better than this!

[Marc Lehman @markflowchatter]

Russell Rebal this Friday (6/26) will also be an explosive trading volume session. Buckle Up. There is a noteworthy technical market headwind early next week as we estimate -$30b of US equities for sale attached to quarter end pension rebalancing. $30bn to sell ranks in the 89th percentile amongst all buy and sell estimates in absolute dollar value over the past three years and in the 95th percentile going back to Jan 2000. ~ GSCO DESK

$AAPL (largest name to sell, of ~$9.1b)
moves from 100% growth to 55% growth and 45% value; $MU (buy of $8b) is being moved 100% from value to growth;

NVDA, AMD, AMAT, AVGO & TXN will all see inflows; CRDO, FN outflows ~ JPM

also highlight several potential near-term technical catalysts for $SPCX.
FTSE Russell is expected to add $SPCX to the Russell 1000 and related indices this Friday June 26th, with estimates ranging from $3-4 billion of passive demand (18-22m shares).

In addition, SPCX becomes eligible for Nasdaq-100 inclusion beginning July 6th, which we estimate could generate an additional $8-10 billion of index-related buying. MSCI, CRSP, and other benchmark additions could further increase passive demand over time.

[Jim Tilton @JimTilton5]

@wokeupviolent @FedEx Changing reporting to Calendar year, the numbers are actually very good, growth 11%, forward numbers based on new reporting dates are actually very good. Analysts will figure it out, wouldn't be surprised to see upgrades tomorrow

[Jim Tilton @JimTilton5]

@epictrades1 1 hour after close

[Jim Tilton @JimTilton5]

@abmarkman Looks amazing!!!!!

[Jim Tilton @JimTilton5]

@TheJudgeCNBC Has @Downtown ever hit a golf ball outside of putt putt?

[Jim Tilton @JimTilton5]

@TheJudgeCNBC Ok I am officially jealous

[Jim Tilton @JimTilton5]

@Breaking911 How is this Breaking, this was last week.

[Jim Tilton @JimTilton5]

@OddStockTrader it's crazy and I just don't know why?

[Tiffany Fong @TiffanyFong]

SpaceX is now worth more than Canada

[C-Reason🇺🇸 @CreasonJana]

LA Controller Kenneth Mejia said he was supposed to audit the missing homeless $.

Because he was going to do an honest audit, Dems took the job away from him & hired an outside firm that doesn’t even do audits, then pd them millions for false results.

[Jim Tilton @JimTilton5]

@petenajarian @kevinolearytv He was great at the Market Rebellion conference, actually very funny as well amazing insights.

[Jim Tilton @JimTilton5]

@OddStockTrader A Quiet Place

[Jim Tilton @JimTilton5]

@IPODave It's my understanding they have 13B in backlog up 780%

[Jim Tilton @JimTilton5]

@OddStockTrader

[Jim Tilton @JimTilton5]

@moonmarket Thats funny you say that.

[Jim Tilton @JimTilton5]

@OddStockTrader @AT09_Trader Wasn't COIN a direct listing? But I do share sentiments