"I didn't say I supported him Steve, I just said it's very shallow to view this in the context you are given the information that you have," Santelli said.
Houchois said he'd been "underperform since September" and apparently thinks (we didn't really get his point) that the recent crumbling was based on already known factors and that there's going to be some kind of reset of guidance and funding.
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So Judge asked "why in the world did you upgrade the stock." Dick said, "Even bad managements cannot stop the chain of events."
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Jim Lebenthal early on Friday's Halftime offered a curious opinion on the November midterm elections (gee whiz, can't we enjoy summer first).
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Jim Lebenthal said he'd "make this really simple for investors." Weiss asked why Jim was "insulting" investors. "No I'm not insulting anyone, hang on a second," Jim said, explaining that you might want DBX if you're playing user growth but not if you're into fundamentals. Weiss and Brown agreed there's "no moat" in DBX.
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Judge said GS shares had been moving "volatilely" (sic) since the news came out. Judge also referred to the "stark (sic) market."
Steve Weiss said WMT is starting a capex cycle with Jet; he'd rather buy at the end of those cycles. Rich Saperstein contended, "It's a decaying industry if you're not Amazon or Costco."
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john says Weiss added, "This is a teachable moment for you, Pete." Open up a new bank account.
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Brown said Amazon users pay tax in every state where it's applicable and that Amazon is "probably the biggest hirer in America." And it's "not a monopoly."
Shares 57K Weiss added, "The interesting paradox (sic) here is that I was more worried when the market was going up 100 and 200, or 1% and 2% every day, then I am worried now." Not quite a paradox, but we'll let it go.
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Just remember one thing: Again on April 18, it was Joe's final trade. On April 26, Joe offered TWLO for CNBC's "Stock Drafters."
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