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CNBC Fast July 4, 2024

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 ....

Conference Call , Data Centers , Still Place , Six Months , Months Next , Market Cap , Tony Pasquariello , One Day , Time Nasdaq , Broader Group , Time Period , Energy Focus , Like Ground , Price Performance , Revenue Growth , Adam Parker , Stock Price , Pay Attention , Portfolio Management , Still Water , Palo Alto , Trading Community , Small Caps , Cap Space , Patrick Mahomes , Super Bowl ,

CNBC Fast July 4, 2024

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 ....

Conference Call , Data Centers , Still Place , Six Months , Months Next , Market Cap , Tony Pasquariello , One Day , Time Nasdaq , Broader Group , Time Period , Energy Focus , Like Ground , Price Performance , Revenue Growth , Adam Parker , Stock Price , Pay Attention , Portfolio Management , Still Water , Palo Alto , Trading Community , Small Caps , Cap Space , Patrick Mahomes , Super Bowl ,

CNBC Fast July 4, 2024

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 ....

Conference Call , Data Centers , Still Place , Six Months , Months Next , Market Cap , Tony Pasquariello , One Day , Time Nasdaq , Broader Group , Time Period , Energy Focus , Like Ground , Price Performance , Revenue Growth , Adam Parker , Stock Price , Pay Attention , Portfolio Management , Still Water , Palo Alto , Trading Community , Small Caps , Cap Space , Patrick Mahomes , Super Bowl ,

CNBC Fast July 4, 2024

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 ....

Conference Call , Data Centers , Still Place , Six Months , Months Next , Market Cap , Tony Pasquariello , One Day , Time Nasdaq , Broader Group , Time Period , Energy Focus , Like Ground , Price Performance , Revenue Growth , Adam Parker , Stock Price , Pay Attention , Portfolio Management , Still Water , Palo Alto , Trading Community , Small Caps , Cap Space , Patrick Mahomes , Super Bowl ,

CNBC Fast July 4, 2024

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 ....

Conference Call , Data Centers , Still Place , Six Months , Months Next , Market Cap , Tony Pasquariello , One Day , Time Nasdaq , Broader Group , Time Period , Energy Focus , Like Ground , Price Performance , Revenue Growth , Adam Parker , Stock Price , Pay Attention , Portfolio Management , Still Water , Palo Alto , Trading Community , Small Caps , Cap Space , Patrick Mahomes , Super Bowl ,