ServiceNow Stock (NOW)

* And fading it… I don’t own and am currently short (and have been recently short C, JPM, GS, MS, UBER, NFLX, homebuilders, etc.) some of the most consensus sectors. I am long some of the most non-consensus sectors. Consensus Longs: * Memory: SanDisk ($SNDK), Micron ($MU), Intel ($INTC), AMD ($AMD), Applied Materials ($AMAT) (“it’s different …

The bullish crowd of panelists on @cnbc will not take ownership for Salesforce CRM and ServiceNow NOW — it's not in their DNA and they don't want to lose access:

* We moved back short Tesla last evening... After I made the nice and quick trade (on the short side) I re-shorted the stock late last night at the same price I had covered. Tesla TSLA raised 2026 CapEx to $25 billion from $20 billion and sees negative free cash flow for the rest of the ...

* Not providing two way discourse/debate (and relying on formulaic programming) has prepared investors poorly for when the halcyon days are over and the tides starts going out... "So much for objective journalism. Don't bother to look for it here--not under any byline of mine; or anyone else ...

We made no additions to the Pro Portfolio today, keeping to the sidelines for a few reasons. First, as we explained in my opening comments, we’d like to see the S&P 500 successfully retest key support levels. That means…