Three days before my @united flight to SFO for $AAPL WWDC and already having severe WiFi anxiety...
There is a brightside, I suppose. Knowing in advance that it's not likely to work, eliminates some level of suspense.
Thanks for heads up peeps... yes I MISSPOKE when I said Yardeni calling for cut... it's a July HIKE he's looking for.. discussed further today at 3pm eastern on @CNBCClosingBell
Thanks again @altcap for helping us understand why the $CBRS IPO today is so important in the AI story. Great having you on set for the hour on @HalftimeReport and into the first trade… Man, that was close! 😅
Look forward to being live on set today at 12 pm w @CNBC@HalftimeReport for the first trade of @cerebras! Talking all things inference, AI, & the token economy. Grateful to have been an early & ongoing investor in this amazing company. 🇺🇸🚀🇺🇸 $CBRS@andrewdfeldman
Altimeter Founder & CEO Brad Gerstner (@altcap) joined Scott Wapner (@TheJudgeCNBC), CNBC Halftime host at @MilkenInstitute made one thing clear:
AI is already proving the skeptics wrong.
• ~$800B in Big Tech capex is being validated by real revenue
• Cloud AI growth is accelerating at massive scale
• We’re still early in the biggest tech wave ever
Full interview: youtu.be/T3Stli61soU?si=gIE5…