Wall Street

“It has effectively become a synthetic casino or a synthetic gambling model that lets people trade things up and down.”

“I think Wall Street's wrong. And I think that earnings are going to go down this year, and will definitely go down in 23. And so I think what probably happens is the entire world of equities needs to get repriced at a lower price. And in that, it's going to pu…”

“I believe that in 2012, Wall Street, which I think Wall Street fundamentally has been the main beneficiary of globalization, of a lot of the policies that I pushed back against and criticized over the last 30 years, Wall Street went three to one for Romney ove…”

“We asked Pat Gelsinger, who was asked to leave in Intel. And I said, is it, was it the permitting reform? And he said, no, it's that the capital expenditures to make Wall Street's numbers were, was very high and there was no, no procurement.”

“When The core strategists inside of MAGA figure this out. One of the big takeaways is that they're not going to care about the stock market in Wall Street. And a lot of the policies will be viewed through the lens of Main Street.”

“So if you look at that estimate, you know, starting in 20, 27, it basically flatlines 27 through 29 for Nvidia. Right? Less than 10% CAGR in terms of the growth for NVIDIA. They have by 20 29, them doing three hundred and sixty billion in revenue compared to t…”

“Eventually a bunch of these public market CFOs are going to show up to Wall Street and they will have missed earnings because they're up at some point if things are 21 xing every few months, somebody's going to miss a quarter.”

“Which is really, I think the reason why the stock is up eight percent today is not just the great quarter, but the fact that they guided To 70% growth next year, whereas the street was only expecting around 45%.”