WSJ’s Apple Duo Review
Here is the WSJ’s review of Apple’s iPhone Duo.
iPhone Duo Review: Apple’s $1,999 Pocket-Friendly Folding Tablet Is…a Lot – WSJ
Position: None
Speculative SpaceX Price Target as Tesla Rumor Boosts Stock
Elon Musk’s space firm topped Wall Street expectations.
The AI Selloff Looks Like a Bear Trap. Follow the Bottleneck Instead.
One stop remains in our AI series, and it’s the one folks rarely think about.
Medium Size Me
At $773.55, I moved to medium-sized short $SPY.
Position: Short SPY (M)
The Defeat of Value Investing
Position: None
My Comment of the Day
Dougie Kass
I couldn’t disagree more with Joe Terranova on Halftime now (I am not posting on Twitter!).
Though I am not high on large cap tech my disagreement is not that I don’t think AI related stocks will begin to outperform.
It is the degree of confidence/hubris that he is expressing in his view that the AI momentum trade will resume.
Position: None
VIDEO: Construction, Meta and Your Other Office Hours Questions Answered
Plus, Microsoft, SpaceX and why we’re not chasing the obvious names.
Programming Note
I have a business luncheon — out from noon to about 1:30 PM
Position: None
Doug Kass: Move Over Warsh, Nvidia Might Be Lender of Last Resort
Let’s look at who is really the most powerful banker in the world right now.