Bill Baruch Adds to Nvidia Ahead of the Print and Builds Out Oracle
Bill Baruch called in to Halftime to walk through two AI infrastructure moves. He added to Nvidia ahead of earnings, saying he was underweight relative to the S&P and bumped the position to 8.25 percent. He likes the setup at 20 times forward against earnings growth above 100 percent, and with the 500 billion dollar […]
Buying the Dip in Oracle Ahead of Earnings
Bill Baruch joined CNBC Halftime to discuss Oracle ahead of earnings. Despite a 23% YTD drop, he’s buying the dip, citing cloud growth, CapEx, and key support levels. Tune in for his take. Segment begins with Bill Baruch at 2:54 Discover Blue Line Capital Ready to explore how Blue Line Capital can help you achieve […]