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KKM's Jeff Kilburg gives his 'Mag 7' playbook ahead of earnings
CNBC Televisionยท2025-07-28 18:19

So, between the Fed, trade deals, and earnings, what is the biggest trading event this week. Let's bring in KKM Financials, Jeff Kilberg. He's also, of course, a CNBC contributor.Jeff, nice to see you. >> Great to see you, Melissa. >> You come to us with a pairs trade, Jeff.>> I I did, and this is just an explosive week. We have four of the mag seven names, Amazon, Apple, Microsoft, and Meta, of course. But I'm really focused on a pairs trade.I want to sell Nvidia. I know it sounds crazy, Melissa, but Nvidi ...