.@ericmandl of Guggenheim Securities says AI and space leaders are driving a historic IPO cycle, with stronger businesses, larger scale and unprecedented capital formation as companies prepare to enter public markets.
$SPCX $GOOGL $META $ORCL $NVDA $MSFT $AMZN $QQQ
https://t.co/br1KqwNmmo
FOR THE FIRST TIME IN 53 YEARS, THE KNICKS ARE NBA CHAMPIONS ๐
New York defeats San Antonio 4-1 in the NBA Finals, capturing their third championship in franchise history!
Thank you @MorganLBrennan@CNBCMorningCall for having me on to talk Al and space in this historic IPO cycle, with stronger businesses, larger scale and unprecedented capital formation. Clip below ๐
$SPCX $GOOGL $META $ORCL $NVDA $MSFT $AMZN $QQQ
Morning Call Sheet: SpaceX hype meets inflation and AI valuation risks
.@ericmandl of Guggenheim Securities, @VPatelFX of Vanda Research and @leebaker00 of Claris Financial Advisors discuss inflation pressures, SpaceX driven market rebalancing, AI valuations, positioning risks and what Oracle earnings could mean for markets.
$ORCL $SPX $NDX $QQQ $TSLA $NVDA $META $GOOGL
https://t.co/Q0GT1o5zGq
Thank you @MorganLBrennan@CNBCMorningCall for having me on to talk Al and space in this historic IPO cycle, with stronger businesses, larger scale and unprecedented capital formation. Clip below ๐
$SPCX $GOOGL $META $ORCL $NVDA $MSFT $AMZN $QQQ
.@ericmandl of Guggenheim Securities says AI and space leaders are driving a historic IPO cycle, with stronger businesses, larger scale and unprecedented capital formation as companies prepare to enter public markets.
$SPCX $GOOGL $META $ORCL $NVDA $MSFT $AMZN $QQQ
https://t.co/br1KqwNmmo