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

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

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  1. 01 MU NASDAQ COMPRAR +0,57%
    Entrada $853,20 16 jul 2026
    Atual $858,03 07 ago 2026
    Resultado +$4,83

    YES, ABSOLUTELY.

    Contexto "ARE YOU STILL MICRON? >> YES, ABSOLUTELY."

  2. 02 MSFT NASDAQ COMPRAR +25,40%
    Entrada $401,10 16 jul 2026
    Atual $502,97 07 ago 2026
    Resultado +$101,87

    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.

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

  3. 03 UNH NYSE COMPRAR -3,34%
    Entrada $423,38 16 jul 2026
    Atual $409,26 07 ago 2026
    Resultado −$14,12

    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.

    Contexto "YOU REITERATE A BITE ON IT. >> WE THINK IT IS STILL UNDER, OVERSOLD..."

  4. 04 NFLX NASDAQ COMPRAR -0,30%
    Entrada $74,35 16 jul 2026
    Atual $74,13 07 ago 2026
    Resultado −$0,22

    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,

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

Transcrição Completa
WANT TO HAVE PEACE AND PROSPERITY AND NOT THE BOTTOM LINE. MY NEXT GUEST OPPORTUNITIES FOR INVESTORS BUILDING OF POWER PLANTS AND DATA CENTERS, CIO, REBECCA, WE TALKED ABOUT STOCKS AND THEN YOU HAVE OTHER NAMES LIKE MICRON, ALL THESE ARE PART OF THE DATA CENTER, WHAT YOU THINK OF THIS BATTLE? IT SEEMS LIKE THEY ARE WINNING THE PR WAR. >> WE HAVE TO HAVE THEM LOOK AT EUROPE, GERMANY, POWER PLANTS, AND WHAT'S HAPPENING TO MANUFACTURING BASE IF YOU DO NOT HAVE ENERGY AND ABILITY TO SCALE ENERGY AT A MASSIVE LEVEL, THINGS ARE GOING TO ROT OUTSIDE OF YOU AND THAT WILL HAVE WITH NEW YORK AND CALIFORNIA, IT'S HAPPENING AND IT'S UNSTOPPABLE SO IF YOU OBFUSCATE AS A GOVERNMENT, YOU ARE JUST SAYING I WANT TO PARTICIPATE THE UNDERSTAND YOU HAVE YOUR REASONS NOT TO PARTICIPATE BUT IT'S HAPPENING WITH OR WITHOUT YOU SO AMERICA NEEDS TO BE THE BEACON AND SHOW THE WORLD HAVE TO DO IT IS ETHICALLY, MORALLY AND EFFICIENTLY 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 SOMETIMES BECAUSE THINGS HAPPEN AND PEOPLE GET SCARED AND MARKET IS FREAKED OUT AND THERE'S NO BAROMETER FOR WHERE IT SHOULD BE BECAUSE IT'S NEW, WE DON'T HAVE COORDINATES OF THIS BEING THE BENCHMARK SO YOU LOOK AT THE 50s AND 200 DAY PEOPLE PULL BACK AND PEOPLE GET SCARED, BUT THE NEW FRONTIER SO 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 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 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,

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