Give up by mega cap growth and shift into value, wasnt i that was the strategy being communicated over the last five days i dismissed that last week mega cap growth is where investors should be. You should not be selling your oldin holdings and reinvesting in the lagards. This is where youre going to see the continued Revenue Growth, this is where youre going to see the correlation from work from home, stay at home and this is where moving forward youll find your best retur returns. Kevin oleary, hes right, isnt he every time says big caps are tired, its time to rotate, they come roaring back and theyre doing it this month or doing it right now. Joes right about mega cap but not right about growth in apple. The reason apple is owned by everyone everyone, and i mean everyone, number one, its a play on 5g, no question about that number two, youre making the assumption when you own it, even though youre not being we regarded by r rewarded by Revenue Growth, its going to keep growing but i
Did as well in terms of market cap. You can really move if you give the market a beat. Romaine you saw apache rally fall by and conoco about the same amount. This split between Companies Still invested in shale and companies that have more offshore resources. Taylor i still think we should have bought oil at 30 per barrel and stored it in your swimming pool. Romaine right next to the gold. We are waiting for a lot of earnings today. Apple, amazon, facebook, shake shack, yum brands. One of the busiest days of the year right now. As isne gileads outcome Electronic Arts. The 1. 44 expected. Second quarter revenue, 5. 1 billion, that is a slight mess. That company, focused on pharma. Electronic arts. Gaming has been front and center in terms of what we have all been up to. We are seeing Electronic Arts seeing the full year 21 1. 6ngs, revenue coming at billion. Romaine doing well on the quarter and guidance. There is an issue of high expectations. Even as you have adjusted revenue coming i
Will rubber talked about the future Acquisition Strategy and airpower capabilities. He spoke at the center for new American Security for just over an hour. Thank you very much, everyone for joining us here today. Apologies that were a butle behind schedule joining me today at my virtual fireside is dr. Will roper, assistant secretary of the air force for acquisition logistics and technology and ive invited will here today because he has a new idea for how to develop and produce aircraft, fighter aircraft. And i think that its really easy to get distracted or fixated on incremental technology or pointy, shiny new systems. If will has found a way, a better way, more efficient way with more opportunities to iterate and produce weapons systems, its potentially more Game Changing in the military competition with china. So thats what were here to talk about today. A new concept, so concept called the digital sentry series. Whats it all about . I want to say, its a pleasure being here with yo
Secretary of the air force for acquisition logistics and technology and ive invited will here today because he has a new idea for how to develop and produce aircraft, fighter aircraft. And i think that its really easy to get distracted or fixated on incremental technology or pointy, shiny new systems, but if will has found a way, a better way, more efficient way to iterate and produce weapons systems, its potentially more Game Changing in the military competition with china. So thats what were here to talk about today. A new concept, so whats it all about . I want to say, its a pleasure being here with you. We did some budget fights back in the day and i just appreciate all of the energy and enthusiasm that youve brought. I also want to give you big props to discuss a digital series, you have a digital fireplace. Its a great leadoff. Look, this is going to be a complicated issue for us, but i think the general idea is pretty easy to pick up. Were already a service that uses Digital Lea
I dont know about you, but when i saw the images from the james webb space telescope, i thought about the majesty of this space adventure venture. It blew me away to see those images of our universe. Jake sullivan, who you work for what is the vision you have about space . Let me ask you about one thing that is on your agenda. The International Space station that is part of our presence in space, it will be retired in seven years. We have to have some new platform. Talk about that but talk more broadly about the vision as you talk with your colleagues. Good day, it is an honor to be here. Thank you for being here. Thank you for having me. Overarching purpose our overarching purpose is to strengthen, advanced strengthen advanced science and technologies to help our nations greatest aspirations. We think about the richly complex innovation vehicles that we have and where we are today, we are using this complex system to move us into the next chapter, the next era. In space, what that mea