'COMPUTE IS THE NEW OIL': Investor makes a huge AI call
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Recommandations
L'entrée est le cours de clôture de l'actif à la date de publication. Le cours actuel est la dernière clôture enregistrée.
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Entrée $354,30 07 août 2026Actuel $330,65 09 sept 2026Résultat −$23,65vs. indice −5,3% SPY −1,4% sur la même période
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Contexte de la transcription source
…ING MODULES NEED TP USE AND MOST PEOPLE ARE RENTING OUT AND BUILDING THIS ON YOUR OWN WILL BE EXPENSIVE SO I DON'T SEE THE MAN GOING ANYWHERE, AND DON'T FORGET NVIDIA HAS ESTATE AND CORE WE'VE SO. >> YOU'RE STILL L A FAN WITH THE NAMES. >> IF YOU ARE SHORT ON CASH, I WOULD DO GOOGLE AND AMAZON, MICROSOFT, THEY ARE THE BIGGER PLAYERS AND SPACEX BUT IF YOU ARE LEVERAGED AND IF YOU CAN AFFORD DIVERSIFYING A BIT, I BOUGHT THE CRASH. >> ANYTHING TO YOU? [LAUGHTER] >> NOT THE DEMAND, DEMAND WON'T GO ANYWHERE, SO EARNINGS ARE LAGGING INDICATORS IN MY OPINION AND LONG-TERM INVESTOR SO I…
IF YOU ARE SHORT ON CASH, I WOULD DO GOOGLE AND AMAZON, MICROSOFT, THEY ARE THE BIGGER PLAYERS AND SPACEX
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Entrée $274,48 07 août 2026Actuel $252,40 09 sept 2026Résultat −$22,08vs. indice −6,6% SPY −1,4% sur la même période
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Contexte de la transcription source
…ING MODULES NEED TP USE AND MOST PEOPLE ARE RENTING OUT AND BUILDING THIS ON YOUR OWN WILL BE EXPENSIVE SO I DON'T SEE THE MAN GOING ANYWHERE, AND DON'T FORGET NVIDIA HAS ESTATE AND CORE WE'VE SO. >> YOU'RE STILL L A FAN WITH THE NAMES. >> IF YOU ARE SHORT ON CASH, I WOULD DO GOOGLE AND AMAZON, MICROSOFT, THEY ARE THE BIGGER PLAYERS AND SPACEX BUT IF YOU ARE LEVERAGED AND IF YOU CAN AFFORD DIVERSIFYING A BIT, I BOUGHT THE CRASH. >> ANYTHING TO YOU? [LAUGHTER] >> NOT THE DEMAND, DEMAND WON'T GO ANYWHERE, SO EARNINGS ARE LAGGING INDICATORS IN MY OPINION AND LONG-TERM INVESTOR SO I…
IF YOU ARE SHORT ON CASH, I WOULD DO GOOGLE AND AMAZON, MICROSOFT, THEY ARE THE BIGGER PLAYERS AND SPACEX
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Entrée $499,99 07 août 2026Actuel $491,65 09 sept 2026Résultat −$8,34vs. indice −0,3% SPY −1,4% sur la même période
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Contexte de la transcription source
…ING MODULES NEED TP USE AND MOST PEOPLE ARE RENTING OUT AND BUILDING THIS ON YOUR OWN WILL BE EXPENSIVE SO I DON'T SEE THE MAN GOING ANYWHERE, AND DON'T FORGET NVIDIA HAS ESTATE AND CORE WE'VE SO. >> YOU'RE STILL L A FAN WITH THE NAMES. >> IF YOU ARE SHORT ON CASH, I WOULD DO GOOGLE AND AMAZON, MICROSOFT, THEY ARE THE BIGGER PLAYERS AND SPACEX BUT IF YOU ARE LEVERAGED AND IF YOU CAN AFFORD DIVERSIFYING A BIT, I BOUGHT THE CRASH. >> ANYTHING TO YOU? [LAUGHTER] >> NOT THE DEMAND, DEMAND WON'T GO ANYWHERE, SO EARNINGS ARE LAGGING INDICATORS IN MY OPINION AND LONG-TERM INVESTOR SO I…
IF YOU ARE SHORT ON CASH, I WOULD DO GOOGLE AND AMAZON, MICROSOFT, THEY ARE THE BIGGER PLAYERS AND SPACEX
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Entrée $877,57 07 août 2026Actuel $1 027,77 09 sept 2026Résultat +$150,20vs. indice +18,5% SPY −1,4% sur la même période
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Contexte de la transcription source
… LAST TIME YOU ARE ON YOU WERE TALKING ABOUT IT GOING TO 450 AND PEOPLE WENT CRAZY AND WENT AFTER YOU. >> I WILL TAKE OWNERSHIP, THAT'S THE PRICE I WOULD LIKE TO SEE THE LOWER IT GETS, 450 WAS TOUGH, BUT THE STRONG PSYCHOLOGICAL LEVEL BUT I LIKE IT TOO MUCH NOT TO BUY MY WAY DOWN SO I HAVE BEEN BUYING ON THE WAY DOWN, IT WAS THIS ECONOMY. >> YOU BOUGHT SOME AND LET'S SAY IT TURNS AROUND AND BREAKS THIS TREND, YOU CHANGE YOUR APPROACH AND SAY IT'S A BREAKOUT, I WANT TO OWN MORE? >> I HAVE ENOUGH RIGHT NOW, I HAVE BEEN BUYING NOW SO I HAVE A LOT SO I'M N…
I LIKE IT TOO MUCH NOT TO BUY MY WAY DOWN SO I HAVE BEEN BUYING ON THE WAY DOWN
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Entrée $1 212,21 07 août 2026Actuel $1 764,17 09 sept 2026Résultat +$551,96vs. indice +46,9% SPY −1,4% sur la même période
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Contexte de la transcription source
… HUGE MOVE GOING BACK BUT, PROFIT-TAKING AND ANXIETY AND 39 BILLION INTO INVESTMENTS OUT THERE AND THE MODEL WILL CHANGE BACK TO HISTORIC LEVELS WITH NO PRICING POWER. >> SANDISK IS ANOTHER ONE OF THESE THAT I DON'T THINK WILL GO ANYWHERE. I WAS LOOKING FORWARD TO THIS CRASH AND WE TALKED ABOUT THIS AND REACHED IT AND I'M HOPING, IT HAS DROPPED ALREADY, WHICH IS HUGE SO I'M THINKING I'M BUYING LITERALLY EVERY DAY AT THIS PRICE, BUT KEEPING MY ORDERS, IF I GET LUCKY, I'D LIKE TO SEE IT. >> WITNESS PROTECTION. A NAME THAT GOT HAMMERED THIS WEEK ON EARNINGS, THE NUMBER ONE STOCK IN 24 AND 25, PRETTY GOOD LAST YEAR AND NOW IT'S OUT OF THAT RANGE. I KNOW YOU LIKE TO LOOK AT THESE CHARTS, WHAT WOULD YOU BE A BUYER NOW? >> I BO…
I WAS LOOKING FORWARD TO THIS CRASH AND WE TALKED ABOUT THIS AND REACHED IT AND I'M HOPING, IT HAS DROPPED ALREADY, WHICH IS HUGE SO I'M THINKING I'M BUYING LITERALLY EVERY DAY AT THIS PRICE, BUT KEEPING MY ORDERS, IF I GET LUCKY, I'D LIKE TO SEE IT.
Contexte extrait par IA "I'M THINKING I'M BUYING LITERALLY EVERY DAY AT THIS PRICE"
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Entrée $64 289,46 07 août 2026Actuel $78 135,00 10 sept 2026Résultat +$13 845,54vs. indice — BTC est l'indice de référence — il n'y a pas d'excédent à mesurer
ARE YOU BUYING BITCOIN HERE? I DID ALREADY.
Contexte extrait par IA "ARE YOU BUYING BITCOIN HERE? >> I DID ALREADY."
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Entrée $172,01 07 août 2026Actuel $169,53 09 sept 2026Résultat −$2,48vs. indice +0,0% SPY −1,4% sur la même période
PALANTIR HAS MADE A LOT OF PEOPLE A LOT OF MONEY FOR A LONG TIME BUT IS AI GOING TO EAT THEIR LUNCH? A MONSTER SPIKE AND PEOPLE WATCHING NOW, IS IT TOO LATE TO GET IN? ... THE ANSWER IS, IT'S NOT.
Contexte extrait par IA "PALANTIR HAS MADE A LOT OF PEOPLE A LOT OF MONEY FOR A LONG TIME... IS IT TOO LATE TO GET IN? ... THE ANSWER IS, IT'S NOT."
Transcription Complète
MY NEXT T GUEST IS CRUSHING IT, 66% NVIDIA 25% AND PALANTIR 46%. RTX 28% JUST TO NAME A FEW. THE ONLY BLEMISH SO TO SPEAK, IS NEO CLOUD UNDER PRESSURE AND I WONDER, SPACEX IS SAYING THEY WILL BE A NEO CLOUD PLAY, HAS IT CHANGED THE GAME? CEO TROUBLE COMPOUNDING FOR DUMMIES FIRST CONGRATULATIONS YOU'VE BEEN KILLING IT AND I WANT TO TALK ABOBOUT NEO CLOUD O SPACEX, AND ALL THE MONEY THEY ARE SPENDING, THEY PUT OUT AMAZING WORK. ANNUALIZED REVENUE IN RESPECT TO THE NEOCONS, THE NUMBERS ARE HUGE. SOME SAY IT'S NOT BAD, THAT'S GOOD FOR CORE WE'VE AND NEVYAS BECAUSE MAYBE THEY CAN RAISE THEIR NUMBERS BUT SOME SAY IT DOESN'T MATTER BECAUSE SPACEX WILL DOMINATE EVENTUALLY. >> I SEE COMPUTER IS IN OIL NOT GOING ANYWHERE AND THESE TRAINING MODULES NEED TP USE AND MOST PEOPLE ARE RENTING OUT AND BUILDING THIS ON YOUR OWN WILL BE EXPENSIVE SO I DON'T SEE THE MAN GOING ANYWHERE, AND DON'T FORGET NVIDIA HAS ESTATE AND CORE WE'VE SO. >> YOU'RE STILL L A FAN WITH THE NAMES. >> IF YOU ARE SHORT ON CASH, I WOULD DO GOOGLE AND AMAZON, MICROSOFT, THEY ARE THE BIGGER PLAYERS AND SPACEX BUT IF YOU ARE LEVERAGED AND IF YOU CAN AFFORD DIVERSIFYING A BIT, I BOUGHT THE CRASH. >> ANYTHING TO YOU? [LAUGHTER] >> NOT THE DEMAND, DEMAND WON'T GO ANYWHERE, SO EARNINGS ARE LAGGING INDICATORS IN MY OPINION AND LONG-TERM INVESTOR SO I AM CASHING IN, I'M GOING TO BUY. >> YOU MENTIONED ELON AND NVIDIA SO HE GAVE THE NOD, TYPICALLY IS JENSEN WHO THE KINGMAKER BUT THIS WEEK IS GIVING EVERYTHING IN THE STOCK IS EXPLODING COMING OUT OF THE RUT AND DEFLECTED FOR A LONG TIME, DOES THIS TAKE IT TO THE NEW HIGHS? >> WITH BEEN HOPING FOR IT TO COME UP BECAUSE BEEN BORING. NVIDIA, OLD NEWS, BUT IT'S SEXY AGAIN SO WE HOPE IT'S GOING TO BE BETTER TO TAKE US TO NEW HIGHS. >> ANOTHER NAME DRIFTING, IT WASN'T CRASHING DRIFTING AND FRUSTRATING, PALANTIR HAS MADE A LOT OF PEOPLE A LOT OF MONEY FOR A LONG TIME BUT IS AI GOING TO EAT THEIR LUNCH? A MONSTER SPIKE AND PEOPLE WATCHING NOW, IS IT TOO LATE TO GET IN? >> WAS IT TOO LATE ON AND VIDEOS HIGHS IN 2023? >> THE ANSWER IS, IT'S NOT. [LAUGHTER] >> I DON'T THINK SO. >> LET'S TALK MEMORY UNDER SOME PRESSURE. I KNOW YOU HAVE A STRATEGY, FIRST OF ALL, MICRON PUTTING EVERYTHING IN PERSPECTIVE, WE KNOW THIS IS ONE OF THE BIGGEST WINNERS OF THE BUT IT'S UNDER 50 DAY, LAST TIME YOU ARE ON YOU WERE TALKING ABOUT IT GOING TO 450 AND PEOPLE WENT CRAZY AND WENT AFTER YOU. >> I WILL TAKE OWNERSHIP, THAT'S THE PRICE I WOULD LIKE TO SEE THE LOWER IT GETS, 450 WAS TOUGH, BUT THE STRONG PSYCHOLOGICAL LEVEL BUT I LIKE IT TOO MUCH NOT TO BUY MY WAY DOWN SO I HAVE BEEN BUYING ON THE WAY DOWN, IT WAS THIS ECONOMY. >> YOU BOUGHT SOME AND LET'S SAY IT TURNS AROUND AND BREAKS THIS TREND, YOU CHANGE YOUR APPROACH AND SAY IT'S A BREAKOUT, I WANT TO OWN MORE? >> I HAVE ENOUGH RIGHT NOW, I HAVE BEEN BUYING NOW SO I HAVE A LOT SO I'M NOT. >> TAKING YOU OUT OF WITNESS PROTECTION, IT'S NOT GOING TO 450. >> IT MIGHT. [LAUGHTER] >> SANDISK IS ANOTHER NAME, SAME SCENARIO THAT MADE A HUGE MOVE GOING BACK BUT, PROFIT-TAKING AND ANXIETY AND 39 BILLION INTO INVESTMENTS OUT THERE AND THE MODEL WILL CHANGE BACK TO HISTORIC LEVELS WITH NO PRICING POWER. >> SANDISK IS ANOTHER ONE OF THESE THAT I DON'T THINK WILL GO ANYWHERE. I WAS LOOKING FORWARD TO THIS CRASH AND WE TALKED ABOUT THIS AND REACHED IT AND I'M HOPING, IT HAS DROPPED ALREADY, WHICH IS HUGE SO I'M THINKING I'M BUYING LITERALLY EVERY DAY AT THIS PRICE, BUT KEEPING MY ORDERS, IF I GET LUCKY, I'D LIKE TO SEE IT. >> WITNESS PROTECTION. A NAME THAT GOT HAMMERED THIS WEEK ON EARNINGS, THE NUMBER ONE STOCK IN 24 AND 25, PRETTY GOOD LAST YEAR AND NOW IT'S OUT OF THAT RANGE. I KNOW YOU LIKE TO LOOK AT THESE CHARTS, WHAT WOULD YOU BE A BUYER NOW? >> I BOUGHT SOME YESTERDAY AND 33 IN THE NEXT AT 250 IN THE REASON IS BECAUSE MARKETING WON'T GO ANYWHERE I UNDERSTAND THEY ARE TAKING A GOOD DEAL SUCH AN EARNINGS -- SO I DON'T CARE ABOUT THAT. >> THE SHORT SIDE FOR PEOPLE WHO AREN'T SELLING. WHAT ARE YOU CONCERNED ABOUT? ANY GREAT CONCERNS RIGHT NOW? ARE YOU BUYING BITCOIN HERE? >> I DID ALREADY. >> THE WAY YOU AND I MET, YOUR FIRST MOVE, BITCOIN FOR DUMMIES? AND I WAS OVER A DECADE AGO. [LAUGHTER] >> OH MY GOSH. BITCOIN IS MY INSURANCE IF SOMETHING HAPPENS TO THE U.S. DOLLAR, THAT'S MY WAY OUT THAT'S
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