CNBC Fast July 4, 2024
Highs right now seeing the dow up fractionally. The s p up almost half a percent. The nasdaq even better than that. Not shown the small caps, doing better than all three. I really think thats where we have to begin. Not the small caps, steve weiss. Are you going to stick with mega cap tech, keep this train rolling, or is now the time to take profits and broaden out the thesis . I did shave a little bit of meta, but, you know, i dont look at it that way. I look at whats reliable, whats predictable cash flow, assuming they have it. And what am i happy in owning. I will leave dell for later. Its ...