Where the Chips Fall, Too Cheap to Ignore?, Health of Housing 6/26/24

Nvidia is down, once again, with the company’s annual shareholder meeting wrapping up right now. We’ll bring you the latest as another big chip name gears up to report results. Plus, speaking of tech, it’s one sector our market guest isn’t buying for two reasons – and one of them is pretty contrarian. He’ll tell us what they are, and what he’s buying instead, including one opportunity he hasn’t seen this cheap for this long since the great recession. And the last time the Howard Hughes CEO was on this show, he told us this year would be a golden age for homebuilding. That’s not showing up in the stock though. It’s down 25% year to date. And today we got another disappointing data point on housing. He’s back with an update on what he’s seeing on the ground.

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