This is why the AI trade keeps broadening. A generator company signs a data center deal with Amazon and suddenly it’s an AI derivative play. Because if the power goes out, AI stops. Chips matter. @MorningsFBN
We've officially gone from a time where $NVDA could do no wrong to now...where NVDA can do no right. Despite consistent beats and raises, the stock is only up 20 days post-earnings 1 time out of the last 8 quarters. This might make 8 out of 9 negative price actions now...
Countdown to Capitalist Investor Episode #100
There have been 23 presidents since the inception of the stock market, starting with Benjamin Harrison (who was president from 1889-1893). Who are some clear winners? Who are the clear losers? Why?
https://t.co/equiBbKDSR
Countdown to episode #100
We take a look back with .@mchooyah !
Talking With the Man Who Killed Bin Laden, Rob O’Neill, Ep #33
In this episode of The Capitalist Investor, we had the honor and privilege of speaking with Rob O’Neill
https://t.co/TgfCVvVwsj
When it comes to wealth management, you can think of us as your personal CFO. We’ll help coordinate all aspects of investment portfolio management, tax strategies, and more to deliver high-touch service on the way to achieving your goals. Learn more at:
https://t.co/k9LKDEP83y
School may be winding down for most children across the U.S., but that doesn’t mean the education needs to stop. Dave Abate, CFP®, outlined a few advisor-approved techniques for teaching your children healthy financial habits in a recent blog: https://t.co/aKTLTnlG6w
Amid rising concerns about inflation, we’re revisiting Peter Brunton’s, CFA, blog about considering real estate over commodities, noting “High-quality commercial real estate should be a staple in your portfolio.”
https://t.co/8MIP7fU9Qw
On @AmericaRpts I discussed the domino effect of anti-business policies. Lose the business, lose the jobs, then lose the people who vote with their feet. Blue states keep bleeding residents to places like Florida and Texas. When will they learn?
Gas prices are crushing household budgets right now. While sanctions and economic pressure are pushing Iran deeper into inflation, currency instability, and job losses. Energy prices are never “just about gas.” They ripple through the entire economy.
Micron reports after the bell today. The debate is whether the stock is overvalued. The better question: What if AI creates a multi-year memory upgrade cycle across every business on earth? #AI#Investing #$MU
On @MorningsMaria I talked about why people are skeptical of data centers, fair, hard to cheer for something that could possibly spike your bill and eye your job. But the tax revenue is real. Prove that payoff, so homeowners know it's not a one-way street.
On @MorningsMaria I highlighted why investors are getting fed up with these circular deals. Deals like Marvell's, where the pitch is chips now, equity as a sweetener. Turns out the market's patience has a price, and it's not cheap.
On @VarneyCo I discussed the Treasury's move that's giving stocks a lift today. When yields were low, stocks were the only game in town. As the 10-year climbed, multiples compressed. But with rates easing today, stocks get the chance to exhale.
On @VarneyCo I touched on the surge in sports team investing. You don't need to be a billionaire to buy in anymore, private equity's opened the door, and the scoreboard doesn't lie, owning the team is outpacing the index.
Jensen Huang on Air Force One is no coincidence. Nvidia is our biggest bargaining chip with China. They want Blackwell, not the old H200 chips, and that gives us real leverage. #$NVDA