Brian Levitt
π€ SpeakerAppearances Over Time
Podcast Appearances
Momentum.
Which brings us to chart two.
When he turns 13, he'll become a chart man.
May I?
Yeah, go ahead.
Cook.
Okay.
Not everything is AI.
This is Casey's general store, which is an outlier because it had an amazing earnings report.
No AI literally selling pizza in gas stations in the Midwest.
Okay.
So not everything, but no, no, but that is the exception.
WDC, Dell, Intel, STX, AMD, SanDisk.
Can you give us the heads up on that too?
Well, it's almost...
I think what you raise is such an important point, because if, not that we get a choice, but if you were to get a choice, what is going to be the source of the market volatility?
Door A, NVIDIA just pre-announced to the downside.
Okay.
And the other door.
Door B is Donald Trump versus Iran.