Positioning Ahead of the Fed 8/24/22
Halftime Report
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Is There a Reset in the Gaming Business?
i think there is going to be a number of things that are going to impact the stock. I don't think it's going to get down to a valuation where i would think it would be attractive, kind of sub 30. There needs to be a right sizing or reset im in expectations for gaming going forward. They've given us the bad news already. Cloud might just be strong enough. And no one likes it.
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