Jeff Kilburg
@jeffkilburg
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~ Founder & CEO of KKM Financial 📈 ~ Paid @CNBC Contributor 📺~ ND Football 🏈 ‘93-'97 ~ Not Investment Advice 🧐 ~
Chicago
Joined December 2010
@CNBCTheExchange @cnbc convo w @KellyCNBC 🚨Essential 40 ETF $ESN now trading @Nasdaq 🚨 Equal-weighted basket of 40 stocks deemed to be critical to the U.S. economy #BuyWhatYouNeed Symbol: ESN currently available @CharlesSchwab @Fidelity @Janney1832 @UBS @LPL @Pershing
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🔥 🐍 My guy! Congrats Michael, they got a dude!
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#Bingo 🤠
750ml of Single Barrel Straight Bourbon. It’s doesn’t get any better! #bourbon #whiskey #lostwhiskeyclub #straightwhiskey #whatsyourstory #virginiabourbon #bourbonbarrel #whiskeybarrel
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Zero panic in this very orderly selling pressure in equites headed into the weekend... $VIX at 16.5
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SoftBank has a $90B market cap with $38B currently in cash... $40B spend on OpenAI, seems like a conservative and prudent investment
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Interesting Chart: $AFRM Affirm Holdings which is moder-day 'Lay-away' for consumers to buy merchandise $AFRM vs. $XLY (Consumer Discretionary)
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$AMZN $MSFT $GOOGL $META $TSLA $AAPL $NVDA
The Magnificent 7 (excluding Nvidia) spent $238 Billion on CAPEX in 2024 - Amazon plans to spend $104B on CAPEX in 2025 - Microsoft plans to spend $80B on CAPEX in 2025 - Google plans to spend $75B on CAPEX in 2025 - Meta plans to spend $60B-$65B on CAPEX in 2025 - Tesla plans to spend $11B+ on CAPEX in 2025
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$AMZN earnings were tremendous - however, they cited currency issues weighing heavily (-4%) on the $2.5 trillion tech giant. Just an issue for $AMZN ? Mag 7 ytd perfromance is all over the road
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Macro stage news
Gold $2880 new all time high
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The algorithm that pumps and dumps #btc & $SPY together on every U.S. equity opening print has to be the best money making algo of 2025. That algo is on a 15-day win streak, just like $META Check the charts...
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$META another new all-time high Zuckerberg > Musk (net worth) since Nov. 5th election results --- The ultimate cage match fight
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$BABA acquiring 10% of DeepSeek ? If true, the consensus view of DeepSeek being a 'good thing' might suddenly change..
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Mr. C 👀
Work with @QBC_Nashville today. Getting ready for Freshman year. @kilburgcarter and @AceEsch with the hands. @CoachJamieG @Trenton_Kirklin @RileyElite3 @_Elite3 @TomLoy247 @LemmingReport @RivalsFriedman @adamgorney @Elite11 @Rivals @dzoloty @Tpalmateer83 @shaynep_media
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$META now up 14 days in a row (+17%, straight up from $616), did Zuckerberg convince President Trump to sell him TikTok?
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