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@CNBCTechCheck
Tweeting at the intersection of Technology and Wall Street. Weekdays at 11am ET / 8am PT on .
cnbc.com/techcheck/Born May 13Joined April 2012

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kudos to for coming on at difficult moment for the co its my job to hold guests accountable, but sometimes just a clip just gets tweeted. Entire interview worth a watch where Keith explains how opendoor has stress tested model & could survive (even thrive) in a downturn
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Things got contentious today on @CNBCTechCheck – here's the full conversation with @Opendoor Co-Founder @rabois and our @dee_bosa and @jonfortt.
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It's called fashion, look it up 🕶️ $AMZN-owned is announcing a new partnership, allowing customers to borrow pre-used products from designer accessories rental platform Vivrelle amid a brutal year for stocks in the luxury clothing resale field.
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Scared money don't make no money 💸💸💸 author says sector names cutting costs are exposing themselves to long-term vulnerability by pulling back on experimental projects while funding strategic initiatives.
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Is a flat round the new up round? CNBC's reports that FTX is in talks to raise up to $1B in new venture capital, keeping the crypto exchange at the $32B valuation it last received in January.
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Time to go birdwatching 🦅 Despite the market's turbulent response to a hawkish Fed rate hike, Managing Partner thinks risk assets could see a year-end rally if inflation "starts to improve sharply."
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Keeping an eye on IoT 👀 CEO doesn't think the current volatility will have a long-term impact on companies completing their digital transformation as they look to improve growth and cost efficiency.
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LIFE IN THE FAST LANE 🏎️ CEO says the uncertainty in the markets isn't slowing down the chipmaker's automotive business, seeing strong growth and pent up demand as supply chain pressures ease.
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Light at the end of the tunnel? MoffettNathanson's Sterling Auty says it's time to start buying back into software, calling $MSFT well positioned to drive attractive growth and solid margins.
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I'll take pain for $200, Alex 📉📉📉 thinks the latest Fed rate hike could put tech stocks in jeopardy, warning that the Nasdaq's nearing a "critical point" as software approaches new lows.
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Great point from , addressing this on : Operating leverage in tech is heavy in labor. "We WILL see layoffs in tech." That will not only a) help earnings growth, but b) "work toward the Fed's goal" of reining in wage inflation.
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BERNSTEIN: The reported cost cuts at $META "would go a long way to protecting the $10 EPS floor that Bulls are banking on for next year .. the reality is that the company has a lot of room to preserve earnings power via sizeable opex cuts."
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JPMorgan CEO Jamie Dimon says cyber risk is a "nonstop battle" and everything JPM does goes through cyber review. “I put this way up there right behind competition with China and this war in Ukraine. Cyber risks are extraordinary." (via Senate Banking hearing)
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Strong Amazon Prime ratings numbers for Thursday Night Football: According to Nielsen, Amazon Prime averaged 13 million viewers P2+. That's up 47% from last season’s Week 2 TNF game on NFL Network (8.84M).
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And overall Nasdaq sentiment ain't that good either. reminds us "$NDX is now at a critical juncture here and is already very oversold with only 12% of components above their 50MAs" He's live on + on what's next for #tech 11am
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The median cloud software NTM revenue multiple is now 5.5x, which is a 5 year low. The last time the median multiple was lower was late 2016 early 2017. The covid low (March 2020) median multiple was 6.6x (20% higher than where we are now)
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