CNBC Fast Money Halftime Report September 18, 2017
Called them breath taking. They really are, because whats happened is theres a recognition that perhaps there is a cycle dynamic that had been hung up. There are a couple of stocks that really did matter micron, lamb research, companies we thought they were going to peak and i was asked what do i have to do that we shouldnt be at 13 times earnings and how do i explain to people that the cycles should be longer and the reason why thats not the case is the data center ive had everyone from the rea...
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