@Sarge986 IBM is much more than just software but like AXON, it may be dragged down by the group.
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Michael Urtso
1K posts
Wall Street Sold IBM’s Guidance — I Bought the Stock $IBM #MarketRecon . tsp-wa.azurewebsites.net/posts/wall-str…
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@JonathanTurley Same newspaper that took down an op ed piece by a sitting US Senator, Tom Cotton. You can't make this up.
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The NY Times featured Hasan Piker declaring that he "understands" murdering health care executives like Brian Thompson and citing Friedrich Engels for responding to "social murder." This is the same person who said the U.S. deserved 9-11 and advocated political violence...
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@amitisinvesting With very few exceptions, there is no premium to these software names. They are being take to the woodshed. But this provides a great opportunity to get into software names that are crushing it. PLTR, CRWD and AXON come to mind.
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at what point does the SaaS selloff stop happening?
or if you are a software company, do you have to just demolish earnings to keep your premium?
this is the 5th time this year that $NOW is taking a meaningful decline but today it’s taking down all of software with it
getting exhausting but feels like the new normal for SaaS companies that arent showing explosive growth
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@DivesTech @BBCWorld @BenThompsonTV @BBCBreaking @BBCNews I just picked up some shares of TSLA. The opportunities and upside seem endless. I think this is a great pick-up point.
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Great to be on @BBCWorld with @BenThompsonTV discussing Tesla’s AI Path and the 1Q takeaways 🎯🍿🐂📺 @BBCBreaking @BBCNews
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@libsoftiktok In the largest state in the Union, these are the best the state could muster? TX, FL, NV, AZ, TN and SC are thrilled.
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Radical Democrat CA Governor Candidate Katie Porter says that she won't protect Americans by requiring people to learn English to get a CDL, and instead insists that people need "protection" from President Trump.
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@StephenMoore Absolutely astonishing that a "prestigious" university would publicly acknowledge that its faculty lacks viewpoint diversity. Isn't that one of the primary missions of a university? Exposure to a full range of thought? Stunning.
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Harvard is asking donors for $10M to promote “viewpoint diversity” while sitting on $50B and a faculty that’s ~82% liberal and ~0% conservative.
If you need $10M to hear a different opinion in a $50B institution, the problem isn’t funding.
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@SharylAttkisson I am an AAA member. Very cheap and worth the price given the risk.
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Is AAA still a thing? Or do most people get those roadside services through their regular car insurance?
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@RichardGrenell I understand that TX, NV, AZ, FL, TN and SC are privately funding Steyer's campaign. Their return on investment will be huge.
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They are literally supporting the guy who will chase their jobs away.
Pop Crave@PopCrave
Tom Steyer has been endorsed for California Governor by the International Alliance of Theatrical Stage Employees. The IATSE is one of the largest unions in the entertainment industry.
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@ByronYork Some people think Texas started this. That assumption is false. NY started this. It may be a race to the bottom and if it is, the GOP has much more firepower left in that race.
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@BrianSozzi I think the market realizes that this cap ex spend is real and repeatable. I realize that NVDA is not part of SOX, but NVDA is up buy not nearly as much as its competitors. Should not be the case.
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The Philadelphia Semiconductor Index (aka the SOX) is on a remarkable 16-day winning streak, marking the longest run in its 32-year history.
Over these 16 days, the index has surged an impressive +38.7%. That’s been underpinned by its largest constituent, Nvidia, the largest company in the world, which itself has climbed +22.6% in that time:
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@BrianSozzi NOW and IBM are taking down a number of really good software names that should not be part of this selloff. MSFT, CRWD, PLTR and AXON are all buys. Good opportunity to pick up more shares.
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@JoeSquawk @biggestmace @SaraEisen @CNBC @SquawkCNBC @SquawkStreet Keep up the good work Joe. I really enjoy your show and you have great guests.
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@biggestmace @SaraEisen @CNBC @SquawkCNBC @SquawkStreet 28% trust level recorded recently is all-time low for MSM trust in the United States since Gallup began tracking the metric in 1972. We can thank certain individuals (clears throat) formerly employed by MSM for the lion’s share of that loss of trust. They know who they are.
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THANKS @SaraEisen @JoeSquawk! Your representation of normie USA beliefs & values is appreciated! Thanks to @cnbc @SquawkCNBC @SquawkStreet for allowing them to do so !!
John Harwood@JohnJHarwood
unfortunately CNBC executives think their obnoxious bullshit appeals to a significant chunk of viewers
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@jimcramer Add AXON to your list. It definitely should not be down today. MSFT, PLTR, CRWD and AXON are buys.
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IGV brings down Oracle, MSFT, Palantir, Salesforce, Palo Alto, Applovin Crowdstrike Adobe, Intuit, ServiceNow --all because of ServiceNow and its margin compression... Cyber stocks should not be sold; they are the buys today
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@munster_gene Cap ex spend in the AI space is looking like it is going to grow, not shrink as the market seemed to fear. Great news for the AI infrastructure players.
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CFO says capex this year will be more than $25B. Last quarter he said more than $20B.
That means that capex per quarter for the rest of the year (estimating it comes in at $30B) will average $9B per quarter. For March it was $2.5B.
Gene Munster@munster_gene
Stock dips slightly because the first topic for Elon on the call is highlighting that they will be “Substantially increasing capex, which will be followed by a substantial increase in revenue” Battery, AI training, Chip, Manufacturing.
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Here we go again --enterprise software....and NOW did beat but not big enough
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@jimcramer Margins to get hit by Armis acquisition. Plus the ME delays. Still, this is a massive overreaction, imho. Numbers were generally strong with a raise.
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@StephenCMeyer I can't wait to see this movie. I have read every one of Stephen Meyer's fabulous books.
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Grab a front-row seat to the minds and hearts behind The Story Of Everything, a filmmakers roundtable on today's livestream at 3pm CT thestoryofeverything.film/live
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@KurtSchlichter I must admit the Euro leaders are much, much better speech makers and are unparalleled in holding meetings.
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@LizAnnSonders February retail revised higher. March is up nicely and it is not just due to gasoline.
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In year/year terms, March retail sales growth was unchanged at +4.0%
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@cvpayne AXON is HUGELY underpriced. After earnings, we will see a huge pop.
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Add $1.5 trillion defense budget.
Look past traditional names to new niches (drones) and names $PLTR
Ayesha Tariq, CFA@AyeshaTariq
Defense stocks over the past month... in war time 🧐 Source: @finviz_com
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