Concern and opportunity: Expert breaks down the AI trend
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Entrée $499,70 07 sept 2026Actuel $491,65 09 sept 2026Résultat −$8,05vs. indice −1,1% SPY −0,5% sur la même période
you had a strong buy
Contexte extrait par IA I have to ask you about Microsoft, killing it and you had a strong buy it a lot of people given up on any got hammered because of the software associations, this is gone like gangbusters
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you have strong buy and NVIDIA coming like gangbusters
Contexte extrait par IA speaking of OpenAI, Sam Altman any's inclusive with Liz and you have strong buy and NVIDIA coming like gangbusters and all of a sudden people fallen in love with the stop again.
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Entrée $230,36 07 sept 2026Actuel $223,67 09 sept 2026Résultat −$6,69vs. indice −2,4% SPY −0,5% sur la même période
rotate some of your money back into NVIDIA from some the high flyers out there
Contexte extrait par IA I think some of the concerns on the market with me financial issues, probably overblown the publishing of high. ... rotate some of your money back into NVIDIA from some the high flyers out there and get this what you see the overall chip trading that ten or 11 times 20 is the free cash flow potential there
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Contexte de la transcription source
…S OUT THERE AND GET THIS WHAT YOU SEE THE OVERALL CHIP TRADING THAT TEN OR 11 TIMES 20 IS THE FREE CASH FLOW POTENTIAL THERE I THINK SOME OF THE CONCERNS ON THE MARKET WITH ME FINANCIAL ISSUES, PROBABLY OVERBLOWN THE PUBLISHING OF HIGH. >> WE HAVE A STRONG BY WITH META BY THE WAY COMING ALONG NICELY SHOULD USE A CHART OF THE HIGHLIGHTS RECENT TIME, HAS MADE A SERIES OF LOW HIGH SAID LOWER THOSE BUT IT FEELS LIKE IT'S ON THE CUSP ANYTHING ABOUT THE 200 DAYS IS GOING TO BE OFF TO THE RACES BUT IT WAS GOOD BECAUSE WILL HAVE TIME TO WONDE…
WE HAVE A STRONG BY WITH META BY THE WAY COMING ALONG NICELY
Contexte extrait par IA WE HAVE A STRONG BY WITH META BY THE WAY COMING ALONG NICELY SHOULD USE A CHART OF THE HIGHLIGHTS RECENT TIME
Transcription Complète
>> SO OVERALL WITH FANTASTIC SESSION, BUT OF COURSE, THERE IS THAT OUTLIER FRONT COME, WHICH HAVE BECOME A WALL STREET DARLING YOU SEE THE MOVE IN THIS AKAMAI WALL STREET WAS REALLY FALLING IN LOVE WITH IT, BEG 70 WAS ON BEG 70 MUNDELL JUNE RIGHT THE JUNE EARNINGS REPORT FROM THE STOCK AT IT REALLY GOOD OKAY NO BIG DEAL AND WHO TOOK HITS IN THE PAST NO BIG DEAL, STILL LOOKING PRETTY GOOD TO COME UP AND IT IS GETTING HIT AGAIN IS BREAKING DOWN PRETTY BADLY, AND AGAIN HE HAD NICE BEACH, WHO GOT CARD IS BUT IT WAS ALSO CRAZY IN MY OPINION, STILL BREAKING ON THE KEY SUPPORT LIST VULNERABLE SO WANT TO BRING IN ONE OF MY FAVORITE IN THIS AREA BY THE WAY, HE WROTE OF THIS BIG TIME, AND JOE AND SENIOR VP ANGELO EQUITY AND LISETTE SEE FRA JUST YOUR INITIAL THOUGHTS COME I GUESS AND, I MEAN, WELL IT WAS DOWN THAT IT WAS UP A LITTLE BIT IN HIS KNOCKED OUT I LOVE WHAT'S GOING ON HERE. >> YES CHARLES COME I THINK YOU FOR HAVING ME AND SO ACTUALLY THINK THAT YOU ARE RIGHT TO POINT OUT THAT THE JUNE I WAS AT THE PEAK OF YOU THINK ABOUT IT IN THE SEMI TRADE OVERALL SOMETHING TO SEE THIS DOWNDRAFT OVER THE PAST TWO MONTHS IS ONE OF EXPECTATIONS CAME TO BE HONEST WITH YOU FROM THEIR HIGH EXPECTATIONS FOR BROAD COME BACK IN JUNE AND THEY COULD NOT BE THE EXPECTATIONS AND YOU LOOK AT THEM HERE, LAST NIGHT OF THE DATE MEET THE EXPECTATIONS I GOT INTO BENTONITE IN OF THE OCTOBER QUARTER, AND EVEN FOR 27 TERMS OF THE REVENUE, A LITTLE BIT LIGHT MEANT 28 VISIBILITY WS GREAT. >> WELL IT WAS 115 AND 119 BUT THEN A 20 NUMBER IS LIKE WILL HUGE AND SO HERE'S WHAT I'M WORRIED ABOUT, THE GO TO PQ BUSINESSES THAT FEELS LIKE AN IMMEDIATE TECH, PUTTING AWAY FROM THE VERY QUICKLY AND ALSO WELL FIRST, THIS ADDRESS THAT ARE YOU CONCERNED ABOUT THAT. >> WERE NOT CONCERNED OR SURPRISED ABOUT IT, JUST BECAUSE IT IS SOMETHING THAT BROUGHT A CALM ESSENTIALLY HIGHLIGHTED TO THE PASSIM ABOUT THAT BEING SAID LISTEN, ANYTIME ENEMY COMPANY, YOUR LARGEST CUSTOMER RIGHT NOW IN TERMS OF GOOGLE, STARTS TO DIVERSIFY SUPPLY CHAIN AND THINK YOU TO BE WORRIED WITH THAT SAID, WE EXPECT BROAD, EXPOSURE, TO HAVE A BIT TO WELFARE REVENUE IT JUST WON'T BE MADE THE TRAJECTORY SUMMER OPEN AND HELPING FORMERLY THEM DIVERSIFYING AWAY FROM THAT. >> BOY ABOUT THE GO THE CONCERT SWEEPING OF YOUR AND RELIES ON FRONTIER YOU HAVE A BIG RELIES ON THESE TWO NAMES, YOU KNOW, A LOT OF COMPETITION AI AND ANTHROPIC. >> WILL SO IS A CONCERN NOT ENTERED IN OPPORTUNITY IT IS KIND OF AT YOUR FACING HERE WITH BROAD COME AND NVIDIA IT OTHERS OUT THERE THAT THE MATTER IS, WHEN YOU LOOK AT A COMPANY LIKE ANTHROPIC OF THE GOING FROM A BILLION-DOLLAR ANNUAL RATE OF UNIT 24, TWO RIGHT NOW 65 BILLION OR SO MAYBE CLOSER TO 80 BILLION AT THE END OF THE CALENDAR YOUR NEW LOOK THE TRAJECTORY OF THE TWO - THREE YEARS FOR X THEIR REVENUE IS ARE YOU IF YOU ARE A BELIEVE THAT GROWTH TRAJECTORY WE ARE IN THE WORLD IS CHANGING THESE GUYS WILL PLAY A BIGGER ROLE IN THAT, IF IT CONTINUES, YOU HAVE NOTHING TO REPORT ABOUT IN TERMS OF AN OPPORTUNITY BUT RIGHTFULLY CAUTIOUS AND JUST HAVE A START BECAUSE OF THAT AS RESULT BIKE TO SCAN MULTIPLE I THINK I GIVE YOU SOME OF THE ROOM AS AN INVESTOR JUST IN CASE, TAKES TO TURN FOR THE WORST BY THE WAY FOLKS, SPEAKING OF OPEN AI, SAM ALTMAN ANY'S INCLUSIVE WITH LIZ AND YOU HAVE STRONG BY AND NVIDIA COMING LIKE GANGBUSTERS AND ALL OF A SUDDEN PEOPLE FALLEN IN LOVE WITH THE STOP AGAIN. >> HAS MORE EVALUATIONS THAN ANYTHING CLEARLY GAVE THAT 27 IS ABSOLUTELY PHENOMENAL GET A GOOD VISIBILITY THERE AND THEY ANNOUNCE THE HUGGING PHASE DEAL AND THERE RIGHT NOW SO YOU CAN KINDA SEE HOW THEY ARE EVOLVING ECOSYSTEM HELP THEIR ENTRENCHED DID THEY ARE ACROSS THE ENTIRE AI ECOSYSTEMS ARE THINK OF ANY KIND OF NEGATIVE VALUATION THIS POINT TIME IN EXCESS TO ROTATE SOME OF YOUR MONEY BACK INTO NVIDIA FROM SOME THE HIGH FLYERS OUT THERE AND GET THIS WHAT YOU SEE THE OVERALL CHIP TRADING THAT TEN OR 11 TIMES 20 IS THE FREE CASH FLOW POTENTIAL THERE I THINK SOME OF THE CONCERNS ON THE MARKET WITH ME FINANCIAL ISSUES, PROBABLY OVERBLOWN THE PUBLISHING OF HIGH. >> WE HAVE A STRONG BY WITH META BY THE WAY COMING ALONG NICELY SHOULD USE A CHART OF THE HIGHLIGHTS RECENT TIME, HAS MADE A SERIES OF LOW HIGH SAID LOWER THOSE BUT IT FEELS LIKE IT'S ON THE CUSP ANYTHING ABOUT THE 200 DAYS IS GOING TO BE OFF TO THE RACES BUT IT WAS GOOD BECAUSE WILL HAVE TIME TO WONDER STOP AND I HAVE TO ASK YOU ABOUT MICROSOFT, KILLING IT AND YOU HAD A STRONG BUY IT A LOT OF PEOPLE GIVEN UP ON ANY GOT HAMMERED BECAUSE OF THE SOFTWARE ASSOCIATIONS, THIS IS GONE LIKE GANGBUSTERS AND OBVIOUSLY HAD A TARGET OF 500 AND IS GIVEN A TARGET NOW IS AT 550. >> WILL YES 550 I THINK MANY MICROSOFT HEAVEN OR AND TYPE MAG SEVEN NAMES BUT AS FAR AS MICROSOFT AND WE LOVE THE FACT THAT REORG DO BUSINESS HERE CLARITY, AND YOU HAVE INVESTORS REALLY FOCUSED ON THAT BUSINESS WHICH IS A TOTAL ABOUT ONE THIRD OF THE REVENUE WE THINK IT STREET IS UNDER ESTIMATING BOTH ARE MEASURED SOME OF THEIR OTHER AI OPPORTUNITIES TIED TO COPILOT SO THIS WEEK I THINK ORG IS A BIG DEAL THE FACT THAT KIND OF PUTS THEM FRONT AND CENTER ON THE GROWTH OPPORTUNITY. >> ANGELO, THAT REORG, AS YOU ARE BREAKING IT OUT THE WAY THE WRECKING IT OUT WITH ARE TELLING THE WORLD IS YES WE DO HAVE RETURN INVESTMENT CAPITOL HAVE HER SCHOLARS ARE GOING TO MAKE MONEY FOLK
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