GPa2019
142 posts


@HalftimeReport
Wondering how Bryn feels about OTF after earnings. It was her final trade pre earnings and she has been big on it for months.
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@TheJudgeCNBC Good to see you back hosting your shows. While your pinch hitters do a fine job, it’s just not the same.
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Apprehensive about $TOST. It is software but its layered on to the consumer discretionary side.
Competitive space - near term concerns about consumer discretionary category. Its a beat up name on price so there's discount but I'm hands off with most discretionary stocks this year. $TOST is software / tech but its high exposure to CD.
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@HalftimeReport
If you keep allowing Jennie to filibuster you will need to have a 3hr show. She can’t answer a question without rambling on and on.
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@HalftimeReport I find Weiss’s explanation for his about face on Vertiv lame. Very suspicious having a high conviction one day and suddenly dumping all his shares the first chance he got on the next trading day.
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@coveredcalls @HalftimeReport @ScottWapnerCNBC @cwp_advisor I believe CNBC’s Halftime Report is the most informative program of its kind anywhere and never miss a segment whether I am traveling or not. Glad to see you continue to be a part of it.
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We had a little trade school on @HalftimeReport with @ScottWapnerCNBC today, detailing our latest move on $RTX and my thoughts on dividend cuts.
➡️Link: cnbc.com/video/2025/07/…
@cwp_advisor $DOW
#coveredcalls #portfoliomoves

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@coveredcalls @HalftimeReport @ScottWapnerCNBC @cwp_advisor Kevin, I enjoy your commentary on a variety of issues related to investing particularly as it relates to selling covered calls. Your willingness to share your honest insights is truly appreciated by viewers like myself.
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Great to be at @penn_state staying at the awesome @NittanyLion for an epic Arts Fest weekend 🔥🏆🕶️🕺 🖼️

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@FoxNews @BillHemmer @SandraSmithFox @AmericaNewsroom Sure would be nice to see Jacqui Heinrich replace Hemmer. She is such a breath of fresh air and Hemmer has run his course.
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Beginning Monday, ‘America’s Newsroom’ with @BillHemmer and @SandraSmithFox is three hours. Tune in to Fox News Channel at 9a ET. @AmericaNewsroom
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