“You have to fire Tim Cook. It’s a disaster…I think it’s time for him to pass the baton...the major problem is they believe that any company that innovates out there is not as good as theirs" 🔥🔥🔥 from
@Jason
on $AAPL
"This is something that's potentially risky for all humans, everywhere." That's how
@elonmusk
describes AI and why regulations are needed for the technology. Listen:
Jim Lebenthal: “This idea of forbidding companies or in any way preventing U.S. companies from doing business in China has to be the most stupid thing I’ve ever heard in my life.”
"This is bigger than the internet itself" that's what Brad Gerstner
@altcap
says about AI. He joins us to talk about NVIDIA's huge move and what it means for the market. $NVDA $GOOGL
Trade Tracker: Josh Brown buys PayPal, Sells Chargepoint.
He buys Paypal 34% off it's year high in a bet on ecommerce potential.
He calls Chargepoint one of his "worst positions over the last couple years." $PYPL $CHPT
Meta is up +267% since
@altcap
Founder & CEO Brad Gerstner sent a letter to Facebook "Time to get Fit." He joins us now to talk about the incredible run and what's next for the stock. $META
Tom Lee
@fundstrat
says there's a "green light" for financial conditions to reach his 4700 S&P price target, the highest on the street. He explains why
Professor of Finance Jeremy Siegel at the Wharton School says if the Fed waits for the Core CPI to go down to 2% YoY, it will drive the economy into a depression
"Meta goes down, would buy the dip, Alphabet goes down, would buy the dip, Microsoft goes down, would buy the dip." says Joe Terranova. Here's why:
$META $GOOGL $MSFT $AMZN $NVDA $AAPL
Nvidia's market cap surpassed Amazon's today. The stock also set a new record high.
@KristinaParts
joins us to help break it down. The Investment Committee debate how to trade this high flying name. $NVDA
Shares of $TSLA fall on an earnings miss.
“I think it will be dead money over the next couple of months. Once things settle, I’m long term bullish on the name” says shareholder
@BrynTalkington
.
A new institutional facing crypto exchange launching today. EDX, backed by Fidelity, Schwab and Citadel will trade bitcoin, bitcoin cash, litecoin and ethereum.
@Downtown
Josh Brown says "crypto is entering a new phase"
Bitcoin rallying above $67,000, approaching all-time highs. The Investment Committee debate what's behind the move and how you can play it.
$BTC $COIN $BITCOIN
#BITCOIN
#CRYPTO
Long time viewer, first time guest host!
Coming up on Monday's show: WFAN'S Mike Francesa joins
@ScottWapnerCNBC
& the desk for the hour!
12pmET on
@CNBC
Delivering Alpha-bet:
@BillAckman
and Brad Gerstner
@altcap
offer some differing views on Alphabet’s battle for AI dominance. Who's right? The Investment Committee debates. $MSFT $GOOGL