CNBC club members, putting finishing touches on a Sunday think piece about Jensen and what i think will happen.
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really smart
It’s not just that the building of data centers benefits US workers with jobs. It’s the output—A.I., embedded in industrial processes, that will increase US worker productivity and competitiveness. Or we can rely on tariffs, which just make imports and our lives more expensive.
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I just wrapped up the CNBC Investing Club's 4th Annual Meeting. Two great hours on stage at the NYSE!
Here is a video replay of the entire event, where I talked about the fate of the AI buildout and stocks to buy now.
cnbc.com/investingclub/…
Here is a video replay of the entire event, where I talked about the fate of the AI buildout and stocks to buy now.
cnbc.com/investingclub/…
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I mentioned a few other stocks to consider buying if they were to drop a little more. Buy low, sell high.
I just revealed a stock I would buy right now on stage at the Club's Annual Meeting from the NYSE. If you're not a member, sign up now to hear more!
cnbc.com/investingclub/…
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I just revealed a stock I would buy right now on stage at the Club's Annual Meeting from the NYSE. If you're not a member, sign up now to hear more!
cnbc.com/investingclub/…
cnbc.com/investingclub/…
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I am going through every stock in the Club portfolio with my partner Jeff Marks right now. Watch the Annual Meeting live!
cnbc.com/investingclub/…
cnbc.com/investingclub/…
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Trading does not work for us at the Club. That old “Jim Cramer” is gone. We can make a lot more money by being patient. Like Nvidia, where we’ve made millionaires.
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We have plenty of cash for the Club, but it’s not burning a hole in my pocket. Yet. What needs to happen to change my mind? I’m talking about it at the Annual Meeting right now.
cnbc.com/investingclub/…
cnbc.com/investingclub/…
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I am not going to stay as cautious as I am if we keep going lower, especially for non-tech. I will also be more sanguine if the giant Anthropic deal comes public and shows people how valuable compute can be.
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There's no quick fix for this market. But there are still moves to make. The Annual Meeting rolls on!
cnbc.com/investingclub/…
cnbc.com/investingclub/…
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When your thesis goes awry because of new facts, I always find you can never cut back enough. Stay tuned to the Annual Meeting for where to deploy that cash.
cnbc.com/investingclub/…
cnbc.com/investingclub/…
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Fraught market. My plan: I want to circle the wagons around the best and redeploy capital into non-tech, less risky stocks. Keep watching our Annual Meeting!
cnbc.com/investingclub/…
cnbc.com/investingclub/…
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Big day for the Investing Club. Our 4th annual meeting is about to start at the New York Stock Exchange. Members are taking their seats. You can sign up and watch a livestream here.
cnbc.com/datapreview/in…
cnbc.com/datapreview/in…
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Today’s the day: the biggest event of the year for the CNBC Investing Club! Jeff Marks and I will discuss the portfolio, the market’s challenges and the year’s biggest winners. Join the Club to watch our Annual Meeting live at 10:30 a.m. ET
cnbc.com/investingclub/…
cnbc.com/investingclub/…
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