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Squawk on the Street
@SquawkStreet
CNBC's Squawk on the Street, 9a to 12 pm ET. Hosted by @CarlQuintanilla @SaraEisen @DavidFaber and @jimcramer Follow us on Bluesky: @squawkstreet.bsky.social
Joined January 2010
530 Following    283.2K Followers
"These marginal neocloud players – they're going to have a pretty rough time going forward." @DanielTNiles tells us where he's finding value within hyperscalers and semiconductor infrastructure:
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