
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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Hope we get past 24/7 Jensen today.. It's obscuring Anthropic which is the most consequential deal of our time...
some of these moves today, like Q, which i had on last week, are so outsized that stocks have gone from inexpensive to reasonable in a couple of days
the charts on some of these data center companies are brutal. They could all go up another ten percent and still be in no man's land
Couple of real good stock ideas tonight.. and some cautionary thoughts about... yeah, you guessed it
AMD viewed as a winner. It IS a winner. But a data center multi-year roadmap in this country is now suspect...
Here is my think piece on Jensen and Nvidia stock for CNBC Investing Club members.
cnbc.com/investingclub/2026/…
CNBC club members, putting finishing touches on a Sunday think piece about Jensen and what i think will happen.
I just wrapped up the CNBC Investing Club's 4th Annual Meeting. Two great hours on stage at the NYSE!
Here is a video replay of the entire event, where I talked about the fate of the AI buildout and stocks to buy now.
cnbc.com/investingclub/2026/…
I mentioned a few other stocks to consider buying if they were to drop a little more. Buy low, sell high.
I just revealed a stock I would buy right now on stage at the Club's Annual Meeting from the NYSE. If you're not a member, sign up now to hear more!
cnbc.com/investingclub/2026/…
I just revealed a stock I would buy right now on stage at the Club's Annual Meeting from the NYSE. If you're not a member, sign up now to hear more!
cnbc.com/investingclub/2026/…
I am going through every stock in the Club portfolio with my partner Jeff Marks right now. Watch the Annual Meeting live!
cnbc.com/investingclub/2026/…
Trading does not work for us at the Club. That old “Jim Cramer” is gone. We can make a lot more money by being patient. Like Nvidia, where we’ve made millionaires.
We have plenty of cash for the Club, but it’s not burning a hole in my pocket. Yet. What needs to happen to change my mind? I’m talking about it at the Annual Meeting right now.
cnbc.com/investingclub/2026/…





