Trying to make sense of this world while becoming the man my mother raised- I give a damn, love my family and country...and making people $$$$

New Jersey & New York
Joined January 2009
Good morning, I hope everyone had a great weekend. This is a huge week. Avalanche of earnings. SI/AI infrastructure turmoil. FOMC decision I've got you cover. 'Making Money With Charles Payne'
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Great work as usual. The heaviest adopters gain the most productivity gains. Like going to the gym.
AI productivity gains are showing up, but only in ~15% of jobs. The three heaviest AI adopters (information, professional services, finance) went from a 2.2% productivity trend to 5.0% since 2022. The rest of the economy: 0.9% to 1.4%.
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Brazil ETF -25%
🚨🇧🇷 URGENTE: Lo que ACABA de pasar en Brasil es INSANO, primero Lula pide extensión de votaciones por dos horas más, su amigo y abogado (hoy Supremo Tribunal Federal) lo acepta, Bolsonaro estaba ganando cuando estaban en 50% de votos contados, en menos de media hora, Lula superó a Bolsonaro por más de 3 millones y con un conteo de más de 80% de votos, eso es imposible. Lo que acaba de pasar en Brasil es uno de los robos más nauseabundos en una democracia
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Foster Career defining performance! That was the sweet science on full display
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someone else's tree
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Charles V Payne retweeted
Great time with @cvpayne today in. #NYC #Winning
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Great memory
Replying to @River
@cvpayne did a radio segment about it on AM radio in LA in 2013
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Ro, any thoughts on how to create and encourage prosperity?
Make him veto Medicare for All Make him veto a $25 living wage Make him veto free childcare Make him veto Block the Bombs to Israel Make him veto zero aid to Israel Make him veto free college Make him veto erasing student loans Make him veto taxes on billionaires
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I agree...its nuts
Charles ,why is the AI trade so Hated by Financial Media? I can’t imagine we’re even close to the end of the build out? Many stocks( NVDA/MU/LRCX etc come to mind) trading at lower multiples than P&G?? Also in their comparisons to 1990’s leave out the volatility then? @cvpayne
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Lee is the man - he could power a data center
Replying to @cvpayne
Really enjoyed listening to Lee Munson Charle$!! Love his energy and perspective.
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Sue, your first-hand, real-life expertise is vital in a world where false narratives (some ignorant, some nefarious) live in an echo chamber. Thanks for coming on.
Thank you for tuning in!!!! It’s a great time to go shopping for stocks!!!!
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BINGO!
Replying to @cvpayne
CAPEX isn't necessarily the problem. The return on CAPEX—and how it's financed—is the problem.
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No, I said "he's old and skewed"
I’m sure you said the same thing when this happened under Biden. “Golden Age”
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Rental fees through roof
What are the GPUs worth after three or four years, relative to outstanding debt?
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Its old and skewed
Replying to @cvpayne
Why do we need government data for everything? Maybe CPI for Social Security COLA.
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"Common Sense," ain't so Common.
Replying to @cvpayne
@cvpayne good show as usual! The market today? Not so much. Our month has been down sharply with a few daily exceptions as we hold. When will the big daily swings settle to common sense?
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The Fed needs to stop using government data
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Charles V Payne retweeted
I’m looking forward to joining @cvpayne at 2:10 PM ET today. Will be chatting neoclouds & the broader tech trade.
Data Center Stock Carnage Anti-AI Rally Yields Dropping Is it time to buy? @anni_sen @MazzaDave @TKL_Adam @kmahnhw @spomboy @BofA_Business 'Making Money with Charles Payne' Fox Business 2 PM Please Tune In
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Data Center Stock Carnage Anti-AI Rally Yields Dropping Is it time to buy? @anni_sen @MazzaDave @TKL_Adam @kmahnhw @spomboy @BofA_Business 'Making Money with Charles Payne' Fox Business 2 PM Please Tune In
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Great point!
Replying to @cvpayne
@cvpayne CEO and management needs to stop selling their shares before anyone should buy $CRWV
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