Host of @madmoneyoncnbc and I run the CNBC Investing Club. My new book is out now: https://xitter.cf/t.co/autOFQ2NP0
New York City
Joined March 2008
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I will talk about the loss of my brilliant, irascible genius of my nephew, Cliff Mason, 21 years our head writer and only writer on tonight's show
I see some stocks roaring-constellation brands, KO and i think i am a prisoner of Coreweave and i am breaking out
Taking up numbers, Nucor
Jenna Ortega Wears Dress Made from Steel Rods to ‘Klara and the Sun’ Screening, Says It’s ‘Fitting with the Film’ (Exclusive) people.com/jenna-ortega-wear…
It's not "can the data center be cordoned." It's more like "it is cordoned" because it has become a fight not worth fighting
oil is now rampaging, some Korean company no one has ever heard of takes the data center complex down. Is this just a JNJ day?
The short sellers' best friend, credit default swaps. Nothing gets a reporter's attention like a lot of CDS buying. Then the reporters can sink their teeth into the wounded-by-cds prey!!
You can always tell a weak group when some company in its cohort you never heard of, Elice, flops in its Korean IPO and it brings down the stocks of other companies simply because it was a terrible deal...
Potential Nscale deal with Anthropic for that giant Monarch West Virginia campus could be the savior this group needs. Huge numbers and Caterpillar turbines hooked up to nat gas hubs...
I am not concerned about the Kenvue Tylenol lawsuits... Very hard to prove any sort of causation. This is NOT talc
Or the president could have the government take stakes in all of the neoclouds to "beat the Chinese"
Here's the issue: Coreweave has no innate defense. There can't be a buyback or a dividend. There could be a debt buyback arbitrage i guess. But no matter what Michael Intrator: CANCEL YOUR SELLING