The AI buildout is ‘UNSTOPPABLE’: Walser Wealth Management CIO

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 MU NASDAQ ACHETER +20,46%
   Entrée $853,20 16 juil 2026

   Actuel $1 027,77 09 sept 2026

   Résultat +$174,57

   vs. indice +18,9% SPY +1,6% sur la même période

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   Contexte de la transcription source

   …NTLY BUT DO NOT HOLD, THAT'S RIDICULOUS. >> I THINK ALSO SOME OF THESE FOLKS THINK THEY CAN HIJACK THE WHOLE THING. IN THE MEANTIME, IT'S MADE A LOT OF MONEYEY FOR A LOT OF INVESTOS BUT SOME PART ARE GETTING SHAKY, ARE YOU STILL MICRON? >> YES, ABSOLUTELY. >> SO YOU ARE NOT CONCERNED ABOUT THE LATEST GO BACK? >> NO, MONETIZATION OF NEW TECHNOLOGY IS ALWAYS VOLATILE, YOU HAVE TO BE STRONGLY COMMITTED TO THE OVERALL BELIEF THIS IS WHAT'S COMING AND UNDERSTAND IT WILL WITH SOFT BACK-AND-FORTH S…

   YES, ABSOLUTELY.

   Aller

   Contexte extrait par IA "ARE YOU STILL MICRON? >> YES, ABSOLUTELY."

2. 02 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

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   Contexte de la transcription source

   …WE DON'T KNOW HOW FAR IT WILL GO. >> STILL OWN LAND -- >> WE TALKED ABOUT FREE CASH FLOW COLLAPSING BUT POSSIBLY ERUPTING MUCH HIGHER SO NOW PEOPLE THINK I SHOULD LOOK AT GOOGLE AND MICROSOFT AND AMAZON'S HYPER SCALARS, ARE YOU LOOKING? >> MICROSOFT, IF YOU LOOK AT 29, WE THINK THIS QUARTER WILL BE 38% GROWTH IN REVENUE ALONE. Q2 LAST YEAR OF THEIR FISCAL YEAR, THEY WERE AT 75 BILLION IN REVENUE AND WE ARE LOOKING AT 85 TO 87 BILLION IN THIS ALONE SO LIKE A SOFT IS DEFINITELY A BITE AND IT'S CHEAP. >> EXTRAORDINARILY CHEAP. ANOTHER NAME, TOO FAMILIAR WITH THIS. >> SMALLER MARKET CAP, NOT A BIG COMPANY BUT IT WILL PARTICIPATE IN NETWORKING GROUPS SO WE MADE A RUCKUS THEY HAVE A NEW INDUSTRIAL NETWORKING SO IT'S ON THE CHEAP AS WELL AN…

   MICROSOFT, IF YOU LOOK AT 29, WE THINK THIS QUARTER WILL BE 38% GROWTH IN REVENUE ALONE. Q2 LAST YEAR OF THEIR FISCAL YEAR, THEY WERE AT 75 BILLION IN REVENUE AND WE ARE LOOKING AT 85 TO 87 BILLION IN THIS ALONE SO LIKE A SOFT IS DEFINITELY A BITE AND IT'S CHEAP.

   Aller

   Contexte extrait par IA "MICROSOFT, IF YOU LOOK AT 29, WE THINK THIS QUARTER WILL BE 38% GROWTH IN REVENUE ALONE..."

3. 03 UNH NYSE ACHETER -7,16%
   Entrée $423,38 16 juil 2026

   Actuel $393,06 09 sept 2026

   Résultat −$30,32

   vs. indice −8,7% SPY +1,6% sur la même période

   Citer cette recommandation · Voir la vidéo source * †

   Contexte de la transcription source

   …ADE A RUCKUS THEY HAVE A NEW INDUSTRIAL NETWORKING SO IT'S ON THE CHEAP AS WELL AND WE LIKE IT. >> IT'S BEEN SIDEWAYS BUT YOU LIKE IT, UNITED HEALTH REPORT, I THINK IN APRIL HE TOLD US YOU LIKE IT AND THEY MADE A HELLUVA MOVE SINCE AND BUT YOU REITERATE A BITE ON IT. >> WE THINK IT IS STILL UNDER, OVERSOLD AND WE EXPECT PRICE TARGET TO COME OFF. IT'S A HIGH OFF THE 605 BUT WE BELIEVE IMPROVEMENTS THEY MADE WE SEE UPSIDE. >> LET'S TALK ABOUT BOTTOM FISHING BECAUSE I KNOW YOU LIKE THIS ONE, THERE'S A NAME, LET'S GO PAST THIS ONE BECAUSE THERE'S ANOTHER NAME THAT'S INTRIGUING, NETFLIX. [LAUGHTER] I'VE GIVEN UP ON NETFLIX BUT YOU THINK IT'S A BITE. >> LET ME T…

   YOU REITERATE A BITE ON IT. >> WE THINK IT IS STILL UNDER, OVERSOLD AND WE EXPECT PRICE TARGET TO COME OFF. IT'S A HIGH OFF THE 605 BUT WE BELIEVE IMPROVEMENTS THEY MADE WE SEE UPSIDE.

   Aller

   Contexte extrait par IA "YOU REITERATE A BITE ON IT. >> WE THINK IT IS STILL UNDER, OVERSOLD..."

4. 04 NFLX NASDAQ ACHETER +2,26%
   Entrée $74,35 16 juil 2026

   Actuel $76,03 09 sept 2026

   Résultat +$1,68

   vs. indice +0,7% SPY +1,6% sur la même période

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   Contexte de la transcription source

   …FF THE 605 BUT WE BELIEVE IMPROVEMENTS THEY MADE WE SEE UPSIDE. >> LET'S TALK ABOUT BOTTOM FISHING BECAUSE I KNOW YOU LIKE THIS ONE, THERE'S A NAME, LET'S GO PAST THIS ONE BECAUSE THERE'S ANOTHER NAME THAT'S INTRIGUING, NETFLIX. [LAUGHTER] I'VE GIVEN UP ON NETFLIX BUT YOU THINK IT'S A BITE. >> LET ME TELL YOU WHAT NETFLIX DOES, IT'S A DESTRUCTIVE COMPANY, LOOK WHAT THEY ARE DOING AT LIVE EVENTS, PROFESSIONAL SPORTS. WE GOT TO BUY THE WHOLE LICENSE FOR THE WHOLE SEASON AND THAT IS WHAT OLD PEOPLE HAVE. NOT GOING TO DO THIS, WE HAVE GLOBAL SUBSCRIBER BASE AND WE WILL BUY INDIVIDUAL EVIDENCE, BOXING AND FOOTBALL AND PROJECT THIS AND THAT IS GETTING INTO A DIFFERENT BUSINESS MODEL SO WE LIKE THE AUTO, REVENUE, I LIKE THE ODDS BUT THEY ARE EXPECTED TO DOUBLE,

   I'VE GIVEN UP ON NETFLIX BUT YOU THINK IT'S A BITE. >> LET ME TELL YOU WHAT NETFLIX DOES, IT'S A DESTRUCTIVE COMPANY, LOOK WHAT THEY ARE DOING AT LIVE EVENTS, PROFESSIONAL SPORTS. WE GOT TO BUY THE WHOLE LICENSE FOR THE WHOLE SEASON AND THAT IS WHAT OLD PEOPLE HAVE. NOT GOING TO DO THIS, WE HAVE GLOBAL SUBSCRIBER BASE AND WE WILL BUY INDIVIDUAL EVIDENCE, BOXING AND FOOTBALL AND PROJECT THIS AND THAT IS GETTING INTO A DIFFERENT BUSINESS MODEL SO WE LIKE THE AUTO, REVENUE, I LIKE THE ODDS BUT THEY ARE EXPECTED TO DOUBLE,

   Aller

   Contexte extrait par IA "I'VE GIVEN UP ON NETFLIX BUT YOU THINK IT'S A BITE. >> LET ME TELL YOU WHAT NETFLIX DOES..."