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:
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386 articlesDaily Diary Mentions
9 mentionsTweet of the Day My Tesla Trading Short Rental, Fin TV 'Instant' Analysis/Narrative B.S., Software Back Sucking Wind and More * 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 ...
Read in context ›The Business Media Has Failed You * 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 ...
Read in context ›No Moves 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…
Read in context ›Two Charts to Prepare for June Quarter Earnings While it could happen, odds are that I won’t be sitting in on the Diary before the June quarter earnings season gets underway. To help you get ready for that, here are two charts that I look at every week when FactSet pu…
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