@KellyCNBC Would be great to see you and Bill Griffeth back on set together the next time Sulley has a vac day. Not a dig on Sulley, love the guy. Just miss seeing, and more importantly hearing how Bill delivers the market flow.
@TheJudgeCNBC All this worry in communities about data centers. I wonder why industrial companies (i.e. Dow, Inc) that have large, integrated sites don’t offer to build and operate data centers. Some of these companies even provide the materials for DC components. Joint vents?
@TheJudgeCNBC Weiss has some splaining to do on DKS! Can’t wait to hear this one 🙄
Is Steph still all in the AI picks & shovels?
Will Malcolm ever acknowledge NTSK again? Guess it has to get above $20 where he recommended it. Earnings 9/2. I’m in at $9.74 CB.
@TheJudgeCNBC Josh and Malcolm’s commentary on SPCX looking pretty clownish today. Yes, 1 day I know but the train could have left the station. So after saying no touch until sub-100 I’m guessing Josh will announce soon that he actually did buy. True or fib, that’s a problem
@TheJudgeCNBC Please ask Malcolm about NTSK. Even though he recommended it at $20, it has had a great bounce from $9.50 and looks strong into earnings in a hot sector. Is he still bullish? Hold your panel accountable, Judge! Like you do Joe and Farmer Jim!
@CNBCFastMoney Poor Melissa always having to tread carefully with Guy and Tim. It does make the show fun to watch 😬. Melissa is smart to “depart” though🤣🤣
@michaelsantoli Love FJ and also get frustrated with “seasonality”, however, I have to take issue with his comment that “seasonality shouldn’t exist”. That’s like going to the beach and it starts to rain and saying, “rain shouldn’t exist”. Emotion is not great for investing 😬
@Stephanie_Link Always great to hear your views on CNBC. On the Halftime Report today you suggested looking to “the picks & shovels”.
Do you consider FPS a “pick & shovel”?
@MadMoneyOnCNBC Booyah Jim! Can you explain FPS? Did management dilute this thing in the ground? Does it really deserve this heavy of a pullback? I did the homework but I’m not sure it matters.
And to this point, unfortunately you can’t really invest and are forced to trade which again requires timing. This whole AI up 1000% then down 1000% in a rolling 4 months is evidence of that.
@KellyCNBC So your and Steve’s comments on your experience with small caps just threw cold water on what I hear by every guest on CNBC…”Don’t try to time the market.”
Nonsense, it’s all about timing.