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@shark_west "@HalftimeReport @Stephanie_Link Final Trades $V Link $GILD Rob $DIS Jim $BLK Snipes Trade Tracker: $IBM - Link - Buys more. Loves it. RedHat double-digit bookings. Down XX% a gift. Much higher in X year. $LVS - Link - Buys more. $WDAY - Rob - New buy. $TPL - Rob - Buys more. $KLAC - Rob - Trims. $GILD - Rob - Buys more. Earnings Next Week: $META $AMZN $MSFT $AAPL $AZN $QCOM $FCX - Likes it will add as copper rises XX per unit. $AMZN - Consumer unclear. $AAPL - Jim - Needs a big surprise. $AAPL - Rob - Underweight lackluster product refresh. $MSFT - Rob - Loves it. $GOOGL - Link - Strong"
@shark_west Avatar @shark_west on X 2025-07-25 17:03:04 UTC XXX followers, XXX engagements

"7/29/25 @halftimeReport @Stephanie_Link @downtown @reformedbroker Final Trades: $SPOT Josh may enter overdone $VRT Link loves electrification - weird action buy it $WELL JoeT - REIT senior housing $IBM KevinS X% div Trade tracker $PSX - Joe new buy $VLO - Joe new buy $MPC - Joe new buy Trade Tease Tracker $SPOT - Josh overdone may enter $BA - Link - may buy if it comes down more $CMG - Link - doesn't like may dump ( my interpretation) Link Recently Bought $IBM $GE $WFC. $BA if it comes down more $UNH - X year time horizon. New CEO with success at Optim. Not buying opportunity $IBM - KevinS -"
@shark_west Avatar @shark_west on X 2025-07-29 17:41:04 UTC XXX followers, XX engagements

"@cnbchalftime Final Trades: $CG Josh $HON Kevin Simpson $AMAT - Jim $DLR - Malcom Trade tracker $OTIS - josh adds more $LNG - Jim trims $RTX - Kevin Simpson writes calls against it. Summary Best stocks in the market: $CBOE - Josh loves it. All time high. $SPOT - kevin josh loves it. XXX million users. $GOOGL - Jim loves it Forward PE 20youtube cloud good $85billion capex - huge spendJosh doesn't like it $IBM - Dumped on earnings. Consutlant to Agentic AI. ( I bet Link buys more today) $NOW - continue to spend Agentic Ai customer service OpenAI prepares to launch GPT X in August ( all models"
@shark_west Avatar @shark_west on X 2025-07-24 17:06:50 UTC XXX followers, XXX engagements

"7/28/25 @cnbchalftime Final Trades: $TSM Weis $WYNN Jim $PSX JoeT Trade tracker $UBER - Weis buys more Summary $XXRP - XRP Crypto - (Triple) Levered fund to XRP $UNH - Weis bought at $XXX. Trading at $XXX. Earnings tomorrow AM $ADBE - Jim will give it one more earnings and then dump it if it doesn't perform Revenue growth down to XX% from XX% X years down XX% YTD down XX% $ANET - Done well JPM thinks the market could go up XX% History says that when the markets have a big move there is another big mov.e Jim is in X% cash. Did some trimming"
@shark_west Avatar @shark_west on X 2025-07-28 17:14:24 UTC XXX followers, XXX engagements

"@cnbchalftime @GilmanHill Scott's back Final Trades: $WU Jenny $ABBV Brynn $LYV JoeT $UBER Weis - thinking about buying - will let us know Trade tracker $FI - Jenny adds more - XX week low overdone owned for XX years Summary $GOOGL - brynn - vertically integrated to win. youtube all of our data no clarity on monetizing AI $META - brynn - zuch poaching talent will monetize with ads on FB and Instagram $GOOGL - earnings at risk - using other things like chatgpt Jenny $GOOGL - thinks a good quarter - Joe EU and US close to a XX% tariff deal - market cranking $IWM - leading month to date - Joe"
@shark_west Avatar @shark_west on X 2025-07-23 17:00:27 UTC XXX followers, XXX engagements

"@HalftimeReport @GilmanHill Guest host: Frank Final Trades: $RKT Josh $FAST - JoeT $TOL - Link $CBOE Volatility Index Kate Moore ( new) Trade tracker $WFC - link buys more $FCX - link buys more Link - Earnings season is silly season. Good stocks drop on certain earnings and are cheap. Good to buy $JOET - ETF - XX% financials - $IBKR $SCHW $JPM $XLF - 3rd lowest valuation of all the sectors $SCHW - Josh loves Gossip: Kate Moore looks just like Jenny Harrington. Jenny is usually on with Josh. Did Jenny just get replaced Guest host: Frank - mistake counter: X (averaging X per show last X guest"
@shark_west Avatar @shark_west on X 2025-07-22 17:13:42 UTC XXX followers, XXX engagements

"@grok @ashunegi0722 @wintonARK @grok What are the primary public companies that make inference chips. Rank in a table in order"
@shark_west Avatar @shark_west on X 2025-07-28 16:26:31 UTC XXX followers, XX engagements

"@HalftimeReport Final Trades: $WFC - Link $TOST - josh $EMR - Snipe $DIS - Jim Josh: $NVDA - China open. Expensive at this level $AMZN $GOOG $META Earnings spending announcements. Large % to $NVDA. $OTIS - likes $UBER - loves - deal with $BIDU Best stocks in the market list: $NFLX - wait for earnings $IBKR - love the chart - could be a breakout like $HOOD Jim: Market has run far and fast; a pullback is possible. $NVDA - market run far and fast. $CRWV - up. $AMD - up. $AVGO - up Link: $MMM likes but don't add $META - loves it Snipes: $AXP - likes"
@shark_west Avatar @shark_west on X 2025-07-15 17:01:36 UTC XXX followers, XXX engagements