Host of @madmoneyoncnbc and I run the CNBC Investing Club. My new book is out now: a.co/d/ceqGc37
New York City
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"Someone" just bought a boatload of short data (October2) calls Intel 115 $3.8 m; Marvell 250sm $3.8 million; Sandisk 1600s $41 million, Micron $1000s $44 million. If i didn't know any better I would say Leopold is back!!!
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US holding off on tariffs until after Xi meeting.. Administration out of touch about how nobody wins with tariffs on friendly countries but there is a win with who he is holding off. Tiresome but helps move futures up
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Going to the Apple launch this a.m. I think the 17 held huge value so i am going to trade in for the Duo as soon as i can!!!
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Karp totally right. Itis ridiculous that these companies aren't working with the best cybersecurity people. Liability will wipe them out
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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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Perhaps the only way we assure that AI isn't stopped outright the way nuke power was, is to have regulations, guardrails and an AI commission. Those of us who fought against the Clamshell alliance and were defeated know all too well how the backlash can be a nightmare
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there better be something behind this rally in the futures beyond just sellers remorse.
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