'IT WILL ALWAYS BE LUMPY': The reality Wall Street doesn't want to hear

Recommandations

L'entrée est le cours de clôture de l'actif à la date de publication. Le cours actuel est la dernière clôture enregistrée.

1. 01 GOOGL NASDAQ ACHETER -6,72%
   Entrée $354,46 16 juil 2026

   Actuel $330,65 09 sept 2026

   Résultat −$23,81

   vs. indice −8,3% SPY +1,6% sur la même période

   Citer cette recommandation · Voir la vidéo source * †

   Contexte de la transcription source

   … AND THAT'S PRESSURED THE STOCKS SO IF I LOOK AT WHAT'S GOING ON, GOOGLE, CLOUD, AMAZON SERVICES, THESE COMPANIES ARE COMPUTE CONSTRAINTS OF THEIR INCREASING SPENT IN CROWD BUSINESSES BECAUSE THEY SEE STRONG RETURNS AS OWNERS IN THE STOCK, WE LIKE THAT. >> WHEN THESE COMPANIES TALK ABOUT ACCESS, COMPUTE LIKE THE STORY LAST WEEK FOR SPACEX, MARK ZUCKERBERG THINKING, ACCESS, COMPUTER AT THE SAME TIME. >> I THINK IT WILL DEPEND AND WE LOOK AT THESE COMPANIES ONE BY ONE, WE ARE SELECTIVE AS Y…

   WE LIKE THAT.

   Aller

   Contexte extrait par IA IF I LOOK AT WHAT'S GOING ON, GOOGLE, CLOUD, AMAZON SERVICES, THESE COMPANIES ARE COMPUTE CONSTRAINTS OF THEIR INCREASING SPENT IN CROWD BUSINESSES BECAUSE THEY SEE STRONG RETURNS AS OWNERS IN THE STOCK, WE LIKE THAT.

2. 02 AMZN NASDAQ ACHETER +1,00%
   Entrée $249,89 16 juil 2026

   Actuel $252,40 09 sept 2026

   Résultat +$2,51

   vs. indice −0,6% SPY +1,6% sur la même période

   Citer cette recommandation · Voir la vidéo source * †

   Contexte de la transcription source

   … AND THAT'S PRESSURED THE STOCKS SO IF I LOOK AT WHAT'S GOING ON, GOOGLE, CLOUD, AMAZON SERVICES, THESE COMPANIES ARE COMPUTE CONSTRAINTS OF THEIR INCREASING SPENT IN CROWD BUSINESSES BECAUSE THEY SEE STRONG RETURNS AS OWNERS IN THE STOCK, WE LIKE THAT. >> WHEN THESE COMPANIES TALK ABOUT ACCESS, COMPUTE LIKE THE STORY LAST WEEK FOR SPACEX, MARK ZUCKERBERG THINKING, ACCESS, COMPUTER AT THE SAME TIME. >> I THINK IT WILL DEPEND AND WE LOOK AT THESE COMPANIES ONE BY ONE, WE ARE SELECTIVE AS Y…

   WE LIKE THAT.

   Aller

   Contexte extrait par IA IF I LOOK AT WHAT'S GOING ON, GOOGLE, CLOUD, AMAZON SERVICES, THESE COMPANIES ARE COMPUTE CONSTRAINTS OF THEIR INCREASING SPENT IN CROWD BUSINESSES BECAUSE THEY SEE STRONG RETURNS AS OWNERS IN THE STOCK, WE LIKE THAT.

3. 03 AAPL NASDAQ ACHETER -5,38%
   Entrée $333,26 16 juil 2026

   Actuel $315,34 09 sept 2026

   Résultat −$17,92

   vs. indice −6,9% SPY +1,6% sur la même période

   Citer cette recommandation · Voir la vidéo source * †

   Contexte de la transcription source

   …OGLE WILL GET IT RIGHT EVERY TIME. >> THIRTY SECONDS SO WHETHER IT'S APPLE, MIMICROSOFT, NVIDIA, GOOGLE, AMAZON, YOU STILL FEEL STRONG ABOUT THE VALUE PROPOSITION YOU PINPOINTED LONG BEFORE ANYONE ON THE STREET YEARS AGO STILL IN PLACE. >> VERY MUCH IN PLACE AND WILL ALWAYS BE LUMPY BUT LOOK AT THEE PACE OF INNOVATION, NVIDIA, AND THE NEW ARCHITECTURE WILL BE RAMPING THE NEW PLATFORM AND MICROSOFT COMPUTE CONSTRAINTS SO AS LONG AS THE COMPANIES NAVIGATE NEAR-TERM AS THEY HAVE TO WHILE INVESTING LONG-TERM, I THINK IT CAN NEW TO CREATE ADDITIONAL SHAREHOLDER VALUEUE FROM HERE. >> WE SAY GE

   VERY MUCH IN PLACE AND WILL ALWAYS BE LUMPY BUT LOOK AT THEE PACE OF INNOVATION, NVIDIA, AND THE NEW ARCHITECTURE WILL BE RAMPING THE NEW PLATFORM AND MICROSOFT COMPUTE CONSTRAINTS SO AS LONG AS THE COMPANIES NAVIGATE NEAR-TERM AS THEY HAVE TO WHILE INVESTING LONG-TERM, I THINK IT CAN NEW TO CREATE ADDITIONAL SHAREHOLDER VALUEUE FROM HERE.

   Aller

   Contexte extrait par IA THIRTY SECONDS SO WHETHER IT'S APPLE, MIMICROSOFT, NVIDIA, GOOGLE, AMAZON, YOU STILL FEEL STRONG ABOUT THE VALUE PROPOSITION YOU PINPOINTED LONG BEFORE ANYONE ON THE STREET YEARS AGO STILL IN PLACE.

4. 04 MSFT NASDAQ ACHETER +22,58%
   Entrée $401,10 16 juil 2026

   Actuel $491,65 09 sept 2026

   Résultat +$90,55

   vs. indice +21,0% SPY +1,6% sur la même période

   Citer cette recommandation · Voir la vidéo source * †

   Contexte de la transcription source

   …OGLE WILL GET IT RIGHT EVERY TIME. >> THIRTY SECONDS SO WHETHER IT'S APPLE, MIMICROSOFT, NVIDIA, GOOGLE, AMAZON, YOU STILL FEEL STRONG ABOUT THE VALUE PROPOSITION YOU PINPOINTED LONG BEFORE ANYONE ON THE STREET YEARS AGO STILL IN PLACE. >> VERY MUCH IN PLACE AND WILL ALWAYS BE LUMPY BUT LOOK AT THEE PACE OF INNOVATION, NVIDIA, AND THE NEW ARCHITECTURE WILL BE RAMPING THE NEW PLATFORM AND MICROSOFT COMPUTE CONSTRAINTS SO AS LONG AS THE COMPANIES NAVIGATE NEAR-TERM AS THEY HAVE TO WHILE INVESTING LONG-TERM, I THINK IT CAN NEW TO CREATE ADDITIONAL SHAREHOLDER VALUEUE FROM HERE. >> WE SAY GE

   VERY MUCH IN PLACE AND WILL ALWAYS BE LUMPY BUT LOOK AT THEE PACE OF INNOVATION, NVIDIA, AND THE NEW ARCHITECTURE WILL BE RAMPING THE NEW PLATFORM AND MICROSOFT COMPUTE CONSTRAINTS SO AS LONG AS THE COMPANIES NAVIGATE NEAR-TERM AS THEY HAVE TO WHILE INVESTING LONG-TERM, I THINK IT CAN NEW TO CREATE ADDITIONAL SHAREHOLDER VALUEUE FROM HERE.

   Aller

   Contexte extrait par IA THIRTY SECONDS SO WHETHER IT'S APPLE, MIMICROSOFT, NVIDIA, GOOGLE, AMAZON, YOU STILL FEEL STRONG ABOUT THE VALUE PROPOSITION YOU PINPOINTED LONG BEFORE ANYONE ON THE STREET YEARS AGO STILL IN PLACE.

5. 05 GOOGL NASDAQ ACHETER -6,72%
   Entrée $354,46 16 juil 2026

   Actuel $330,65 09 sept 2026

   Résultat −$23,81

   vs. indice −8,3% SPY +1,6% sur la même période

   Citer cette recommandation · Voir la vidéo source * †

   Contexte de la transcription source

   …OGLE WILL GET IT RIGHT EVERY TIME. >> THIRTY SECONDS SO WHETHER IT'S APPLE, MIMICROSOFT, NVIDIA, GOOGLE, AMAZON, YOU STILL FEEL STRONG ABOUT THE VALUE PROPOSITION YOU PINPOINTED LONG BEFORE ANYONE ON THE STREET YEARS AGO STILL IN PLACE. >> VERY MUCH IN PLACE AND WILL ALWAYS BE LUMPY BUT LOOK AT THEE PACE OF INNOVATION, NVIDIA, AND THE NEW ARCHITECTURE WILL BE RAMPING THE NEW PLATFORM AND MICROSOFT COMPUTE CONSTRAINTS SO AS LONG AS THE COMPANIES NAVIGATE NEAR-TERM AS THEY HAVE TO WHILE INVESTING LONG-TERM, I THINK IT CAN NEW TO CREATE ADDITIONAL SHAREHOLDER VALUEUE FROM HERE. >> WE SAY GE

   VERY MUCH IN PLACE AND WILL ALWAYS BE LUMPY BUT LOOK AT THEE PACE OF INNOVATION, NVIDIA, AND THE NEW ARCHITECTURE WILL BE RAMPING THE NEW PLATFORM AND MICROSOFT COMPUTE CONSTRAINTS SO AS LONG AS THE COMPANIES NAVIGATE NEAR-TERM AS THEY HAVE TO WHILE INVESTING LONG-TERM, I THINK IT CAN NEW TO CREATE ADDITIONAL SHAREHOLDER VALUEUE FROM HERE.

   Aller

   Contexte extrait par IA THIRTY SECONDS SO WHETHER IT'S APPLE, MIMICROSOFT, NVIDIA, GOOGLE, AMAZON, YOU STILL FEEL STRONG ABOUT THE VALUE PROPOSITION YOU PINPOINTED LONG BEFORE ANYONE ON THE STREET YEARS AGO STILL IN PLACE.

6. 06 AMZN NASDAQ ACHETER +1,00%
   Entrée $249,89 16 juil 2026

   Actuel $252,40 09 sept 2026

   Résultat +$2,51

   vs. indice −0,6% SPY +1,6% sur la même période

   Citer cette recommandation · Voir la vidéo source * †

   Contexte de la transcription source

   …OGLE WILL GET IT RIGHT EVERY TIME. >> THIRTY SECONDS SO WHETHER IT'S APPLE, MIMICROSOFT, NVIDIA, GOOGLE, AMAZON, YOU STILL FEEL STRONG ABOUT THE VALUE PROPOSITION YOU PINPOINTED LONG BEFORE ANYONE ON THE STREET YEARS AGO STILL IN PLACE. >> VERY MUCH IN PLACE AND WILL ALWAYS BE LUMPY BUT LOOK AT THEE PACE OF INNOVATION, NVIDIA, AND THE NEW ARCHITECTURE WILL BE RAMPING THE NEW PLATFORM AND MICROSOFT COMPUTE CONSTRAINTS SO AS LONG AS THE COMPANIES NAVIGATE NEAR-TERM AS THEY HAVE TO WHILE INVESTING LONG-TERM, I THINK IT CAN NEW TO CREATE ADDITIONAL SHAREHOLDER VALUEUE FROM HERE. >> WE SAY GE

   VERY MUCH IN PLACE AND WILL ALWAYS BE LUMPY BUT LOOK AT THEE PACE OF INNOVATION, NVIDIA, AND THE NEW ARCHITECTURE WILL BE RAMPING THE NEW PLATFORM AND MICROSOFT COMPUTE CONSTRAINTS SO AS LONG AS THE COMPANIES NAVIGATE NEAR-TERM AS THEY HAVE TO WHILE INVESTING LONG-TERM, I THINK IT CAN NEW TO CREATE ADDITIONAL SHAREHOLDER VALUEUE FROM HERE.

   Aller

   Contexte extrait par IA THIRTY SECONDS SO WHETHER IT'S APPLE, MIMICROSOFT, NVIDIA, GOOGLE, AMAZON, YOU STILL FEEL STRONG ABOUT THE VALUE PROPOSITION YOU PINPOINTED LONG BEFORE ANYONE ON THE STREET YEARS AGO STILL IN PLACE.

7. 07 NVDA NASDAQ ACHETER +7,84%
   Entrée $207,40 16 juil 2026

   Actuel $223,67 09 sept 2026

   Résultat +$16,27

   vs. indice +6,3% SPY +1,6% sur la même période

   Citer cette recommandation · Voir la vidéo source * †

   Contexte de la transcription source

   …OGLE WILL GET IT RIGHT EVERY TIME. >> THIRTY SECONDS SO WHETHER IT'S APPLE, MIMICROSOFT, NVIDIA, GOOGLE, AMAZON, YOU STILL FEEL STRONG ABOUT THE VALUE PROPOSITION YOU PINPOINTED LONG BEFORE ANYONE ON THE STREET YEARS AGO STILL IN PLACE. >> VERY MUCH IN PLACE AND WILL ALWAYS BE LUMPY BUT LOOK AT THEE PACE OF INNOVATION, NVIDIA, AND THE NEW ARCHITECTURE WILL BE RAMPING THE NEW PLATFORM AND MICROSOFT COMPUTE CONSTRAINTS SO AS LONG AS THE COMPANIES NAVIGATE NEAR-TERM AS THEY HAVE TO WHILE INVESTING LONG-TERM, I THINK IT CAN NEW TO CREATE ADDITIONAL SHAREHOLDER VALUEUE FROM HERE. >> WE SAY GE

   VERY MUCH IN PLACE AND WILL ALWAYS BE LUMPY BUT LOOK AT THEE PACE OF INNOVATION, NVIDIA, AND THE NEW ARCHITECTURE WILL BE RAMPING THE NEW PLATFORM AND MICROSOFT COMPUTE CONSTRAINTS SO AS LONG AS THE COMPANIES NAVIGATE NEAR-TERM AS THEY HAVE TO WHILE INVESTING LONG-TERM, I THINK IT CAN NEW TO CREATE ADDITIONAL SHAREHOLDER VALUEUE FROM HERE.

   Aller

   Contexte extrait par IA THIRTY SECONDS SO WHETHER IT'S APPLE, MIMICROSOFT, NVIDIA, GOOGLE, AMAZON, YOU STILL FEEL STRONG ABOUT THE VALUE PROPOSITION YOU PINPOINTED LONG BEFORE ANYONE ON THE STREET YEARS AGO STILL IN PLACE.