Trade Tracker: Jim Lebenthal trims Oracle and Stephanie Link buys more Vertiv
CNBC Televisionยท2025-07-11 18:18
I find the next part of our conversation a good debate also around sort of where we are and and where you are ex you guys are expressing your views in some respects on where you think we're going. Jim trimming Oracle. Okay.Stephanie buying more verdive Stephanie Link leaning into strength. Jim Leventhal running from it. Oh god Scott, I love you.I've Okay. I've been in the stock 2 and a half years. I'm up 150%.It's become a very big position. I'm trimming the stock. I have no I'm going to sleep like a baby t ...