Jason Ware | MBA, BFA™

A man who carries a cat by the tail learns something he can learn no other way. ~Twain

.@jasonlware says Meta Platforms (META) is not a hyperscaler, "so they're not seeing the dollar for dollar spend equals revenue that Jensen Huang talks about all the time." Outside of their core digital ad business, creating LLMs is "something Wall Street is not quite sure is going to pay off for them," he tells @sam_vadas. He remains bullish on $META and thinks the stock "should be worth around $800." For more market news, tune in at: SchwabNetwork.com/?CID=SM:Twitte…

@sukh_saroy Where are you placing these prompts? ChatGPT? Gemini? Something vibe coded?

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@RyanDetrick awesome you made it out here! nice pics.

Bryce Canyon was amazing. Thor's Hammer was so cool. Bucket list stuff and it was unlike anything I've ever seen.

Taking next week’s mega cap earnings #InsideOut 💥 🔀 @jasonlware shares his expectations for the $META, $GOOGL, & $AMZN reports 🔀 @TomWhite_S has example options strategies on Meta & Alphabet x.com/i/broadcasts/1…

Always 🔥 with 🍊 @OJRenick

On today's show with @FrankCNBC: Markets: Alex Morris AI: Gene Sheridan GDP: Roger Ferguson Disney: @jasonlware Salesforce: @DivesTech Trading: Victoria Greene Reporting: @CarolinRothTV, @SilvanaCNBC, and Steve Kovach See you at 5am ET on @CNBC!

"Offsetting that [China headwind] is the services business, which is over 20% of Apple's overall revenue and comes with much higher margins," says @jasonlware to @FrankCNBC $AAPL

On today's show with @FrankCNBC: Markets: Ross Mayfield Novo Nordisk: @YuriKhodjam International: Malcolm Dorson Fed: Roger Ferguson Apple: @jasonlware Trading: @NicJanvier Reporting: @contessabrewer and Steve Kovach See you at 5am ET on @CNBC!

Representatives from payment services, the Magnificent 7, and healthcare all made @jasonlware’s latest list of stock picks. He breaks them each down with @NPetallides. 📊 $AMZN $UNH $V $AAPL

Always 🔥 being on with @NPetallides on the @SchwabNetwork!

Apple & Google are working on a potential deal to bring generative A.I. to iPhones 📱 @jasonlware & Kevin Riley chat with @NPetallides about what this move means for $AAPL, $GOOGL, & the future of tech:

"No matter what happens at the [Vision Pro] launch here, this is a tiny part of the $AAPL story," says @jasonlware to @FrankCNBC

𝙄𝙣𝙨𝙞𝙙𝙚 𝙊𝙪𝙩 🔀 $GOOGL & $DIS 📊 🎥 @jasonlware joins @OJRenick to discuss Google and the fallout from the Epic Games lawsuit, as well as Disney as it faces a potential proxy fight, and @TomWhite_S has a trade in each name: x.com/i/broadcasts/1…

“Microsoft really needed to print a solid performance in cloud in order to justify the run in the stock this year, and they got it.” As $MSFT jumps following 1Q earnings, @jasonlware & @MorningstarInc’s Dan Romanoff join @NPetallides to recap the report:

$MSFT reports earnings after the close today. Shareholder @jasonlware tells @FrankCNBC the key areas he's watching.

Despite the market pricing in a soft landing, @jasonlware says the threat of a recession is still real. 🎥 Ware breaks down why with @Cline_Woods:

Always a lot fun to be on with @tanvirgill2 and @WillKoulouris on @StreetSignsCNBC! Thanks y’all, until next time…🤙

What can we expect from Broadcom $AVGO earnings after a parabolic move in the stock? “This is a company that is going to definitely benefit from the doubling in spending of A.I. over the next couple years,” says @jasonlware:

Congrats @buccocapital you’ve won Twitter. Today. This year. All time. 👏