Cakmak: China's never been the reason we own Tesla
Cakmak: China's never been the reason we own Tesla
5 months ago
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Entering a new paradigm of what it means to be a tech company: James Cakmak
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Entering a new paradigm of what it means to be a tech company: Jam…
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Meta-AMD deal makes sense for Meta but less so for AMD, says Clockwise Capital's Jams Cakmak
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Meta-AMD deal makes sense for Meta but less so for AMD, says Cl…
2 months ago
MSNCNBC
Cakmak: AI is going to be even more profound than most expect
3:17
Cakmak: AI is going to be even more profound than most expect
9 months ago
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Clockwise Capital's James Cakmak on Alphabet layoffs, Netflix Q4 results
6:18
Clockwise Capital's James Cakmak on Alphabet layoffs, Netflix Q4 res…
Jan 20, 2023
CNBC
Clockwise Capital Partner James Cakmak discuss Apple's valuation
3:57
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Clockwise Capital Partner James Cakmak discuss Apple's valuation
Aug 24, 2020
CNBC
Watch CNBC's full interview with Clockwise Capital's James Cakmak
3:33
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Watch CNBC's full interview with Clockwise Capital's James Cakmak
Aug 12, 2022
CNBC
6:03
MNTN CEO Mark Douglas and Clockwise Capital's James Cakma…
Jul 29, 2022
CNBC
3:18
James Cakmak of Clockwise Capital on why he thinks tech stocks are r…
Jan 31, 2022
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4:56
Clockwise Capital's James Cakmak: There's pockets of opportunities e…
7 months ago
MSNCNBC
2:13
Amazon should see continued acceleration for AWS in earnings, …
Aug 1, 2024
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2:57
Cloud-first companies will drive the digital transformation, says Clock…
Sep 22, 2022
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4:55
Tail risks and equities are rising in tandem, says Clockwise's James …
4 months ago
MSNCNBC
5:38
Sara Fischer, James Cakmak on Netflix's growth prospects followi…
Jul 20, 2022
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3:10
Clockwise Capital's James Cakmak on Square and Slack
Jul 6, 2020
CNBC
2:44
The risks to the market are now tail risks, says Clockwise’s James Ca…
Apr 14, 2025
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1:55
Amazon is one of the few megacaps we like, says Clockwise's James C…
10 months ago
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Palantir's a position you have to own but at a smaller size, says Clo…
9 months ago
MSNCNBC
5:16
Meta could outperform the MAG 7 group this earnings season, Clock…
3 months ago
MSNCNBC
2:29
Cakmak: Tech's rally takes away potential gains from 2025
Jul 8, 2024
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3:50
Q4 Big Ideas: James Cakmak makes the bull case for Amazon
Sep 28, 2023
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Immediate trade risks are diminshing while tail risks are incr…
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Apple is the safest Magnificent 7 stock in the short term, says Cloc…
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7:13
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Mar 7, 2025
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3:46
Meta is in 'great shape,' says Clockwise Capital's James Cakmak
Feb 1, 2024
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4:15
Sold out of our entire Apple position as tariffs are no-win scenario, say…
11 months ago
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3:48
Cakmak: The challenge for Intel is there's still a lot of value there, bu…
Feb 18, 2025
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DeepSeek news is actually incrementally positive for Microso…
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Cakmak: The Fed can't solve the real problem with inflation, which i…
Apr 8, 2022
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Investors need exposure to Nvidia, just to what to degree, says Clock…
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