Host of @madmoneyoncbc and 1 run the CNBC Investing Club. My new book is out now: a.co/d/ceqGc37
New York City
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Jim Cramer
Intel is now at last reacting to the work of Lip-Bu Tan post the destruction of its stock at the hands of Situational Unawareness. The stock lapped up the secondary. I think the foundry is key to American security
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Bonds reacting to Hawk Warsh or to oil down. I will suggest both but oil is still front and center..
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I find Dario's dismissal of cybersecurity (by non-inclusion) curious. Does he even consult the cyber security experts? Remember when he said his he could do the cyber security. That's why i had George Kurtz on from Crowdstrike tonight
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I think we have all been very taken aback by the 0 to 6000 notion of how quickly seemingly reasonable people think that their own work will kill us all. Pretty hard to put that genie back in the bottle, especially because i do not detect that same conversation from the PRC...
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The impact from the words of Dario Amodei are not reassuring when it comes to trying to "rein in" or "slow down" the pace of AI. It is difficult to figure out what can possibly happen next and how many companies will now struggle if there is some sort of unilateral change of
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Oh, and yes, Dario's comments send Nvidia's stock down four and then it works its way lower and then stabilizes. Yes, it's a buy. But let it come down. The buyback's not big enough. This stuff now happens in what seems like slow motion for me...
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Larry's going to jam up the shorts but good with that cancellation of his Oracle sell plan. He's one canny fellow
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Anthropic's numbers will look so much better with that slowing so we wont all die... The S-1 will now dazzle.
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With my great friend Dick Grasso, former chairman and ceo of the NYSE. Titan and defender of shareholders!!!
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