Buying This IPO Play at a Deep Discount
We’re leaving some room to flesh out the position size.
Sorry, Warren (errr Greg)
Following a large run in the shares and this weekend’s announcements, I have initiated a short in Berkshire ($BRK.B) this morning on the gap higher.
More during the week.
Positions: Short BRK.B (VS).
Get Your Office Hours Questions Ready
Bring your questions, and we’ll answer as many as time permits.
VIDEO: Microsoft Update Puts Marvell in the Spotlight
Plus, Boeing sharpens its focus with Archer Aviation deal.
CNBC Blather Index: Excessive (and Record) Greed
Fear and doubt has left FinTV.
Charting Microsoft, Palantir, Amazon, RTX and Potentially Upping 2 Targets
Here’s how I see these four Sarge-folio stocks and why I could increase the price targets on two.
Does an Auction for a Rare Ferrari Say Anything About the Strength of the Economy?
It’s car week! Business leaders and wealthy consumers will be taking over the Monterey Peninsula to share and buy rare cars. What does this market say about the health of the economy?
Expect Housing Sector to Sink Further in Coming Quarters
Here’s why I’m expecting the housing market won’t recover any time soon.
My Tweet of the Day
Positions: None.
There Is No Single ‘AI Trade’ and Demand Is Only Growing
Winners in GPUs, memory, cloud margins, power and AI agents will be determined at different speeds.