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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'
Great work as usual. The heaviest adopters gain the most productivity gains. Like going to the gym.
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
Ro, any thoughts on how to create and encourage prosperity?
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
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.
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.
Replying to @bryan_grayson @cvpayne
Thank you for tuning in!!!! It’s a great time to go shopping for stocks!!!!
BINGO!
Replying to @cvpayne
CAPEX isn't necessarily the problem. The return on CAPEX—and how it's financed—is the problem.
Its old and skewed
Replying to @cvpayne
Why do we need government data for everything? Maybe CPI for Social Security COLA.
The Fed needs to stop using government data
Can wait to hear @larry_kudlow and @cvpayne explain this?
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
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
















