Jeff Sheehan Author | Mktg Consultant | Speaker (@jeffsheehan) header
Jeff Sheehan Author | Mktg Consultant | Speaker (@jeffsheehan) profile picture

#SocialSelling #Marketing Pro #Speaker #Author #AI | #ChatGPT Authority #Toastmaster Luv Travel |Photog | 13.1 #ATL

Atlanta, GA
Joined April 2009
Photo by Jeff Sheehan Author | Mktg Consultant | Speaker (@jeffsheehan)Photo by Jeff Sheehan Author | Mktg Consultant | Speaker (@jeffsheehan)Photo by Jeff Sheehan Author | Mktg Consultant | Speaker (@jeffsheehan)Photo by Jeff Sheehan Author | Mktg Consultant | Speaker (@jeffsheehan)Photo by Jeff Sheehan Author | Mktg Consultant | Speaker (@jeffsheehan)Photo by Jeff Sheehan Author | Mktg Consultant | Speaker (@jeffsheehan)Photo by Jeff Sheehan Author | Mktg Consultant | Speaker (@jeffsheehan)Photo by Jeff Sheehan Author | Mktg Consultant | Speaker (@jeffsheehan)Photo by Jeff Sheehan Author | Mktg Consultant | Speaker (@jeffsheehan)Photo by Jeff Sheehan Author | Mktg Consultant | Speaker (@jeffsheehan)
Jeff Sheehan Author | Mktg Consultant | Speaker retweeted
Living Mantra (Repeat After Me) Not every season is meant for blooming. Some seasons are meant for resting, reflecting, and remembering who I am. Even the trees know when to let go. Winter isn't the end of my story. It's where my next chapter takes root.
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Jeff Sheehan Author | Mktg Consultant | Speaker retweeted
Great timing for podcast: 1) repricing of AI money (debt & equity) and rev growth, 2) why I think this was not THE TOP in June due to Agentic AI being early but 3) why trading to avoid tops is important given the severe drawdowns… in hindsight one of them will be THE TOP.
🚨NEW EPISODE🚨with @DanielTNiles - "terrified" of midterms - bearish Anthropic & OpenAI long term - if Anthropic IPO pulled - that's the top - Google - ok long term - but "don't wanna get caught in drawdown either" - Intel "I got completely wrong" - Apple - top pick 2027 - Nvidia today vs Cisco 2000 Timestamps: 0:00 Intro 3:40 Where are we in the AI investment cycle? 6:50 Two biggest risks to the AI trade: financing costs and slowing growth 11:25 @AnthropicAI IPO: a critical test for the AI boom 14:30 @Microsoft - enterprise winner 22:08 @Meta positioned for agentic AI 24:35 @Google’s selloff 31:26 Very bearish @OpenAI 33:20 I got @Intel wrong 39:29 @Apple top pick 2027 42:52 @Nvidia today vs @Cisco 2000 46:33 "Terrified" of US midterms 50:28 Stay nimble 53:47 Cautious positioning 57:13 Fed and rate pressure 1:00:25 Oil prices, Iran & recession risk 1:02:21 Closing investment advice
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Jeff Sheehan Author | Mktg Consultant | Speaker retweeted
Keep moving forward. 🍂🍁❤️
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Jeff Sheehan Author | Mktg Consultant | Speaker retweeted
Charlestown's Warren Tavern has been serving patrons since 1780, making it one of Massachusetts' oldest taverns. Named after Revolutionary War hero Dr. Joseph Warren, the historic watering hole reportedly welcomed George Washington and Paul Revere.
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Jeff Sheehan Author | Mktg Consultant | Speaker retweeted
Former Cisco CEO John Chambers says there will be major train wrecks in AI "There will be major train wrecks, and rising tide does not raise all boats" "I would not bet against Nvidia, however, or Oracle" "It's probably five times the speed of the internet, which I didn't think was possible four or five years ago" Chambers, who lived through the dot com bust, says some heavily indebted AI players will spin out and never come back while leaders like $NVDA and $ORCL win, keeping $XLK in focus Same cycle as the internet, just five times faster via @YahooFinance, featuring @JohnTChambers
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Jeff Sheehan Author | Mktg Consultant | Speaker retweeted
Rotation, Not Liquidation: Tech Remains Under Pressure as Broader Market Advances/Try the Rigatoni & Eggplant in Brie Cream, by @KennyPolcari kennypolcari.substack.com/p/…
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