Jason Ware | MBA, BFA™

CIO & Head of Research at Albion Financial Group. Fiduciary. CNBC/Fox Biz/Schwab + WSJ/Barron's/etc. Keepin' it simple since '80. Tweets are on me; not advice.

[Jason Ware | MBA, BFA™ @jasonlware]

A man who carries a cat by the tail learns something he can learn no other way.

~Twain

[Morning Call @CNBCMorningCall]

.@jasonlware of Albion Financial Group and @alheeti_3 of @CNET discuss Apple’s foldable iPhone, AI upgrades, pricing, margins and what the next generation of devices could mean for growth.

$AAPL

https://t.co/1VBHZMzNyg

[Schwab Network @SchwabNetwork]

.@jasonlware says Meta Platforms (META) is not a hyperscaler, "so they're not seeing the dollar for dollar spend equals revenue that Jensen Huang talks about all the time."

Outside of their core digital ad business, creating LLMs is "something Wall Street is not quite sure is going to pay off for them," he tells @sam_vadas.

He remains bullish on $META and thinks the stock "should be worth around $800."

For more market news, tune in at: https://t.co/m55MqJKVRF

[Jason Ware | MBA, BFA™ @jasonlware]

@sukh_saroy Where are you placing these prompts? ChatGPT? Gemini? Something vibe coded?

[Jason Ware | MBA, BFA™ @jasonlware]

🔥

[Charles V Payne @cvpayne]

Tug of Wars
Markets
Federal Reserve
AI Bulls and Bears
I have a remarkable guest list on this critical day for investors.
@yardeni
@IvanaSpear
@PaulHickey
@RenMacLLC
@GaryKaltbaum
@jasonlware
@David_Kudla
"Making Money with Charles Payne"
Fox Biz 2 PM
Please Tune In

[Jason Ware | MBA, BFA™ @jasonlware]

@RyanDetrick awesome you made it out here! nice pics.

[Schwab Network @SchwabNetwork]

Taking next week’s mega cap earnings #InsideOut 💥

🔀 @jasonlware shares his expectations for the $META, $GOOGL, & $AMZN reports
🔀 @TomWhite_S has example options strategies on Meta & Alphabet https://t.co/h5wUyfbkMD

[Jason Ware | MBA, BFA™ @jasonlware]

Always 🔥 with 🍊 @OJRenick

[Schwab Network @SchwabNetwork]

T-minus 48 hours until Nvidia earnings 💣

@jasonlware talks Blackwell expectations, whether guidance needs to surprise to the upside, and how to manage a $NVDA position with @OJRenick:

[Morning Call @CNBCMorningCall]

On today's show with @FrankCNBC:

Markets: Alex Morris
AI: Gene Sheridan
GDP: Roger Ferguson
Disney: @jasonlware
Salesforce: @DivesTech
Trading: Victoria Greene

Reporting: @CarolinRothTV, @SilvanaCNBC, and Steve Kovach

See you at 5am ET on @CNBC!

[Morning Call @CNBCMorningCall]

"Offsetting that [China headwind] is the services business, which is over 20% of Apple's overall revenue and comes with much higher margins," says @jasonlware to @FrankCNBC $AAPL

[Morning Call @CNBCMorningCall]

On today's show with @FrankCNBC:

Markets: Ross Mayfield
Novo Nordisk: @YuriKhodjam
International: Malcolm Dorson
Fed: Roger Ferguson
Apple: @jasonlware
Trading: @NicJanvier

Reporting: @contessabrewer and Steve Kovach

See you at 5am ET on @CNBC!

[Schwab Network @SchwabNetwork]

Representatives from payment services, the Magnificent 7, and healthcare all made @jasonlware’s latest list of stock picks. He breaks them each down with @NPetallides.

📊 $AMZN $UNH $V $AAPL

[Jason Ware | MBA, BFA™ @jasonlware]

Always 🔥 being on with @NPetallides on the @SchwabNetwork!

[Schwab Network @SchwabNetwork]

Apple & Google are working on a potential deal to bring generative A.I. to iPhones 📱

@jasonlware & Kevin Riley chat with @NPetallides about what this move means for $AAPL, $GOOGL, & the future of tech:

[Schwab Network @SchwabNetwork]

Apple & Google are working on a potential deal to bring generative A.I. to iPhones 📱

@jasonlware & Kevin Riley chat with @NPetallides about what this move means for $AAPL, $GOOGL, & the future of tech:

[Morning Call @CNBCMorningCall]

"No matter what happens at the [Vision Pro] launch here, this is a tiny part of the $AAPL story," says @jasonlware to @FrankCNBC

[Schwab Network @SchwabNetwork]

𝙄𝙣𝙨𝙞𝙙𝙚 𝙊𝙪𝙩 🔀 $GOOGL & $DIS 📊

🎥 @jasonlware joins @OJRenick to discuss Google and the fallout from the Epic Games lawsuit, as well as Disney as it faces a potential proxy fight, and @TomWhite_S has a trade in each name: https://t.co/kzpbsQDLyw

[Schwab Network @SchwabNetwork]

“Microsoft really needed to print a solid performance in cloud in order to justify the run in the stock this year, and they got it.”

As $MSFT jumps following 1Q earnings, @jasonlware & @MorningstarInc’s Dan Romanoff join @NPetallides to recap the report:

[Morning Call @CNBCMorningCall]

$MSFT reports earnings after the close today. Shareholder @jasonlware tells @FrankCNBC the key areas he's watching.

[Schwab Network @SchwabNetwork]

Despite the market pricing in a soft landing, @jasonlware says the threat of a recession is still real.

🎥 Ware breaks down why with @Cline_Woods:

[Jason Ware | MBA, BFA™ @jasonlware]

Always a lot fun to be on with @tanvirgill2 and @WillKoulouris on @StreetSignsCNBC! Thanks y’all, until next time…🤙

[Europe Early Edition @EuropeEarlyCNBC]

Jason Ware shares why he's a long-term tech bull, especially when it comes to Oracle.

@WillKoulouris @TanvirGill2 @jasonlware @AlbionFinGrp $GOOGL $AMZN $MSFT $AAPL $ORCL $ACN $IJR $LVHD

[Schwab Network @SchwabNetwork]

What can we expect from Broadcom $AVGO earnings after a parabolic move in the stock?

“This is a company that is going to definitely benefit from the doubling in spending of A.I. over the next couple years,” says @jasonlware: