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Jensen Huang's Nvidia To Remain 'Top Dog' In AI Chip Battle, AMD To Get A Slice, Predicts Tech Investor Paul Meeks
Thursday, June 6, 2024 - 12:50am | 797Tech investor Paul Meeks has offered his perspective on the ongoing AI chip battle, predicting that Jensen Huang-led Nvidia Corporation (NASDAQ:NVDA) will continue to maintain its dominance. What Happened: On Wednesday, Meeks appeared on CNBC’s Squawk Box session, and gave his take on the...
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Paul Meeks Likes Micron To Lead The Way For Semiconductors
Wednesday, May 5, 2021 - 10:28am | 311Independent Solutions Wealth Management's Paul Meeks said he is "overweight" on semiconductors Wednesday on CNBC's "Squawk Box." The pace at which the world transitions from analog to digital was already happening quickly, but now it is "happening at hyper...
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Paul Meeks Bearish On Airbnb, Calls Short On DoorDash
Wednesday, December 23, 2020 - 3:39am | 461Famed tech investor and portfolio manager at Independent Solutions Wealth Management, Paul Meeks, gave his bearish views on DoorDash Inc (NYSE: DASH) and AirBnB Inc (NASDAQ: ABNB) on CNBC. What Happened: Meeks said DoorDash is overvalued at its current valuation....
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Tesla Bull Vs. Bear: Ron Baron And Paul Meeks
Tuesday, June 9, 2020 - 2:33pm | 482Notable Tesla Inc (NASDAQ: TSLA) bull Ron Baron made his case for the stock Tuesday morning on CNBC's "Squawk Box." Shortly after, Paul Meeks offered a near-term bearish perspective and argued where Baron was wrong for wanting to buy the stock now. Why Baron Says Tesla Is Achieving...
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Tech Investor Turns Bearish On Visa, Mastercard
Saturday, April 18, 2020 - 4:37pm | 154Paul Meeks, a portfolio manager at Independent Solutions Wealth Management, shared with the viewers of CNBC's "Trading Nation" his bearish view on Visa Inc (NYSE: V) and Mastercard Inc (NYSE: MA). Visa and Mastercard are awesome companies and a backbone of payment processing, but they...
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Paul Meeks Bearish On Apple, Values Stock At Around $170
Tuesday, December 31, 2019 - 12:53pm | 359Shares of Apple Inc. (NASDAQ: AAPL) are flirting with the $300 per share level, but one tech investor is sounding the alarm bells for 2020. What Happened Notable tech investor Paul Meeks said Monday on CNBC's "Trading Nation" that Apple's stock is worth "about $170" per...
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Reactions To Tim Cook's Duke Commencement Speech
Monday, May 14, 2018 - 3:17pm | 621Apple Inc. (NASDAQ: AAPL) CEO Tim Cook double-downed on his critique of Facebook, Inc. (NASDAQ: FB) during a commencement speech at Duke University. Cook said in March that Apple would "make a ton of money" if it were to monetize customer information, a clear jab at Facebook's...
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Who Is Paul Meeks, And Why Should You Care That He's Bullish On The FANG Stocks?
Monday, August 21, 2017 - 3:45pm | 420Paul Meeks ran the largest technology-focused fund during the dot-com era and didn't shy away from expressing his concerns over technology stocks back in June. At that time he said the "FANG" stocks are overvalued — a group of the hottest tech companies including Facebook Inc (...
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Paul Meeks, Mark Mahaney Talk Snap's Lockup Expiration
Monday, July 31, 2017 - 9:58am | 414Shares of Snap Inc (NYSE: SNAP) were trading lower by around 3 percent early Monday morning ahead of the expiration of its share lockup period, which paves the way for hundreds of millions of shares to be unloaded in the open market for the first time ever. But before jumping to any conclusion as...
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Paul Meeks Ran The Biggest Tech Fund During The Dot-Com Bubble, And He's Worried About Today's Market
Tuesday, June 6, 2017 - 4:45pm | 425Paul Meeks ran the biggest technology fund during the peak of the dot-com bubble and certainly learned a thing or two along the way. He's the chief investment officer at Sloy, Dahl & Holst now, and he's issued a warning to tech investors: the relative outperformance of technology stocks...
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Pro: Top Technology Tips Include Industry Juggernauts And Struggling Fitbit
Friday, April 21, 2017 - 9:37am | 519Paul Meeks of Sloy, Dahl & Holst was a guest on CNBC's "Squawk Box" to offer his top tech investment ideas both big and small. Fitbit Isn't Dead Among the smaller-cap tech picks, Meeks is attracted to the fitness tracker and wearable company Fitbit Inc (NYSE: FIT) despite the stock's dreadful...
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Andrew Left Vs. Paul Meeks: A Facebook Bull-Bear Case
Wednesday, June 15, 2016 - 1:29pm | 330Facebook Inc (NASDAQ: FB) investors: The bull and bear case was just debated on CNBC. Andrew Left of Citron Research took the bear side and said now is a "great time" to sell Facebook's stock. He suggested the rise of popularity of Snapchat is extremely popular with "...
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Paul Meeks Is 'Cautiously Optimistic' On The Tech Sector, But Still Likes Facebook
Tuesday, May 24, 2016 - 10:00am | 263Paul Meeks is a notable tech investor and veteran equity analyst. On Tuesday he was a guest on CNBC to discuss why he is "cautiously optimistic" on the tech market. Meeks started off the conversation by pointing out one major fallacy among tech investors is thinking that...
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Meeks: Tech Sentiment 'Nasty,' But There Are Buying Opportunities
Tuesday, February 9, 2016 - 5:10pm | 257Paul Meeks, a veteran investor that has covered the technology industry as an analyst or manager on Wall Street for more than 20 years was a recent guest on CNBC's Halftime Report on Tuesday. Meeks acknowledged that the overall sentiment for technology stocks is indeed "nasty." However, the...
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Saturna Capital's Top Picks: Apple, Delta And Power Solutions
Friday, June 26, 2015 - 12:13pm | 468Paul Meeks, director of institutional investing and Sextant Growth Fund portfolio manager at Saturna Capital, was on CNBC Friday to discuss the outlook for the markets overall and his current top picks: Apple Inc. (NASDAQ: AAPL), Delta Air Lines, Inc. (NYSE: DAL), Power Solutions International...