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Transcripts For CNBC Fast 20240704

Market cap coming off the best day since may of 2023. Ordinarily youd have folks say, you know what, i it kills me but im going to wait for a dip and buy this thing i dont care that its up this much, im buying anyway. You bought nvidia. I did as i mentioned an annoyance not owning it. Everybody owning it fomo. Fomo when the earnings hit i tried to buy it, the stock trade down 28 which sounds like a lot. As i quickly went through the release in expectation of the Conference Call and everything is going data centers because were very involved in data centers, you know what, im going to take dives. Its not a big position. Its a third the size of meta, which i continue to hold and havent sold any but they do have momentum in ai and the race for ai truly is going to be all were going to be doing forget about talking about it for the next number of years you feel they are undoubtedly secretariat at this point. I do for now. You have a lot of horses that can still place and show and get in th

Transcripts For CNBC Fast 20240704

Market cap coming off the best day since may of 2023. Ordinarily youd have folks say, you know what, i it kills me but im going to wait for a dip and buy this thing i dont care that its up this much, im buying anyway. You bought nvidia. I did as i mentioned an annoyance not owning it. Everybody owning it fomo. Fomo when the earnings hit i tried to buy it, the stock trade down 28 which sounds like a lot. As i quickly went through the release in expectation of the Conference Call and everything is going data centers because were very involved in data centers, you know what, im going to take dives. Its not a big position. Its a third the size of meta, which i continue to hold and havent sold any but they do have momentum in ai and the race for ai truly is going to be all were going to be doing forget about talking about it for the next number of years you feel they are undoubtedly secretariat at this point. I do for now. You have a lot of horses that can still place and show and get in th

Transcripts For CNBC Fast 20240704

Market cap coming off the best day since may of 2023. Ordinarily youd have folks say, you know what, i it kills me but im going to wait for a dip and buy this thing i dont care that its up this much, im buying anyway. You bought nvidia. I did as i mentioned an annoyance not owning it. Everybody owning it fomo. Fomo when the earnings hit i tried to buy it, the stock trade down 28 which sounds like a lot. As i quickly went through the release in expectation of the Conference Call and everything is going data centers because were very involved in data centers, you know what, im going to take dives. Its not a big position. Its a third the size of meta, which i continue to hold and havent sold any but they do have momentum in ai and the race for ai truly is going to be all were going to be doing forget about talking about it for the next number of years you feel they are undoubtedly secretariat at this point. I do for now. You have a lot of horses that can still place and show and get in th

Transcripts For CNBC Fast 20240704

Market cap coming off the best day since may of 2023. Ordinarily youd have folks say, you know what, i it kills me but im going to wait for a dip and buy this thing i dont care that its up this much, im buying anyway. You bought nvidia. I did as i mentioned an annoyance not owning it. Everybody owning it fomo. Fomo when the earnings hit i tried to buy it, the stock trade down 28 which sounds like a lot. As i quickly went through the release in expectation of the Conference Call and everything is going data centers because were very involved in data centers, you know what, im going to take dives. Its not a big position. Its a third the size of meta, which i continue to hold and havent sold any but they do have momentum in ai and the race for ai truly is going to be all were going to be doing forget about talking about it for the next number of years you feel they are undoubtedly secretariat at this point. I do for now. You have a lot of horses that can still place and show and get in th

Transcripts For CNBC Fast 20240704

Market cap coming off the best day since may of 2023. Ordinarily youd have folks say, you know what, i it kills me but im going to wait for a dip and buy this thing i dont care that its up this much, im buying anyway. You bought nvidia. I did as i mentioned an annoyance not owning it. Everybody owning it fomo. Fomo when the earnings hit i tried to buy it, the stock trade down 28 which sounds like a lot. As i quickly went through the release in expectation of the Conference Call and everything is going data centers because were very involved in data centers, you know what, im going to take dives. Its not a big position. Its a third the size of meta, which i continue to hold and havent sold any but they do have momentum in ai and the race for ai truly is going to be all were going to be doing forget about talking about it for the next number of years you feel they are undoubtedly secretariat at this point. I do for now. You have a lot of horses that can still place and show and get in th

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