This is the price of artificial intelligence
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YESTERDAY SERVICE NOW INITIATED SALE WITH UNDERPERFORM IN TODAY HE REITERATED WITH $80 TARGET
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MORGAN STANLEY DOWNGRADED TO THE BIGGEST NAMES, SALESFORCE.COM, A TERRIBLE OUTSIDE
Contexto MORGAN STANLEY DOWNGRADED TO THE BIGGEST NAMES, SALESFORCE.COM, A TERRIBLE OUTSIDE AS WELL AS ADOBE
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AND WE HAD LOOKS SAYING THEY LIKE ADOBE.
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WE ARE ADDING BACK NOW GIVEN THE PULLBACK.
Contexto BOEING, MOREL AND FINANCIALS, YOU GAVE THIS TO US EARLIER THIS YEAR, LATE LAST YEAR OF TWO 100%, TO 30%. HE TOOK NONPROFITS BUT YOU'RE GETTING BACK IN. >> CORRECT. IF YOU LOOK BACK EARLY JUNE, JENSEN SAID IT'S THE NEXT TRILLION DOLLAR COMPANY, A LOT OF POSITIVE DATA POINTS AND THE STOCK TOOK OFF, A BIT OF AHEAD OF ITSELF, WE ARE ADDING BACK NOW GIVEN THE PULLBACK.
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Entrada $5,36 25 jul 2026Atual $6,81 07 ago 2026Resultado +$1,45
A BUSINESS DEVELOPMENT COMPANY THAT INVESTS IN GROWTH COMPANIES. OPEN AI, FAST DATA, POISED TO GO PUBLIC SO A NICE PLAY ON PRIVATE
Transcrição Completa
EVERY MORNING I GET UP AROUND 4:50 A.M. AND READ A BUNCH OF STUFF, THE MOST COMPELLING PIECE I WROTE OR READ TODAY WAS THE PRICE OF INTELLIGENCE, IT'S IN FREEFALL. LOOK AT THIS CHART USING PRICE A MILLION TOKENS IS ONE OF THE LINES HERE, DIRK OR BROWN LINE OR ANOTHER LARGE LANGUAGE MODEL PRICE INDEX AND BOTH ARE IN FREEFALL. THAT'S THE PRICE COMING OUT OF INTELLIGENCE, DOWN AS MUCH IN THREE YEARS IT TOOK PC, THE INTELLIGENCE FROM THE PERSONAL COMPUTER TO 15 YEARS AND I THINK IT IS A SOBERING DEVELOPMENT, PHENOMENAL FOR USERS REALLY BAD FOR SOFTWARE NAMES. YESTERDAY SERVICE NOW INITIATED SALE WITH UNDERPERFORM IN TODAY HE REITERATED WITH $80 TARGET AND MORGAN STANLEY DOWNGRADED TO THE BIGGEST NAMES, SALESFORCE.COM, A TERRIBLE OUTSIDE AS WELL AS ADOBE AND WE HAD LOOKS SAYING THEY LIKE ADOBE. MY NEXT GUEST, WHEN IT COMES TO THE STOCK MARKET, CHRIS, ARE YOU BACK? >> I AM BACK. >> NOBODY TELLS ME THESE THINGS. YOU WERE THERE AND THEY PULLED YOU BACK. OKAY SO. >> I'M ALSO CIO. >> MORE THAN ONE HAT AND THAT'S WHY. MAYBE ALSO ONE REASON, I HAVEN'T SEEN YOU PROMOTE SOFTWARE STOCKS LITTLE. >> NO, WE HAVE EXPOSURE, PALANTIR MICROSOFT MICROSOFT IS NOT REALLY A SOFTWARE NAME ANYMORE BUT I HAVE MY CONCERNS ABOUT IT GIVEN DISRUPTION BY AI COMPANIES, OPEN AI, ANTHROPIC, MOVING INTO A MORE COMPETITIVE LANDSCAPE WORKING WITH PRIVATE EQUITY FIRMS TO GO AFTER THE ENTERPRISE AND YOU LOOK AT THE SOFTWARE COMPANIES AND RPO'S, THEY FELL IN THE FIRST HALF OF THE SO TO ME IT'S THE BIG DESTRUCTION RUSSIAN OVER THE BUSINESS MODEL. >> SERVICE MODEL AND MY SUBSCRIBERS ARE ANGRY AT ME, YOU BUY IT THEY BASED ON POSITIONING AND CEOS, PAST EXECUTION, BUT YOU HAVE TO WONDER, EVEN IF THEY SURVIVE THE AI SCARE, THEY HAVE PRICING POWER AND I'M WORRIED ABOUT TODAY'S ACTION IS THE MOST WORRISOME I'VE SEEN IN A WHILE. LET'S SWITCH GEARS BECAUSE COMING INTO THE DAY THIS WEEK, EARNINGS HAVE BEEN PHENOMENAL. THE RATE IS 16%, 16.4 UP THERE WITH THE FIRST QUARTER, ONE OF THE BEST QUARTERS EVER, AND THIS MORNING STRONG NUMBERS. HOW YOU FEEL ABOUT EARNINGS BEING SOMETHING THAT COULD PROPEL THE MARKET HIGHER? >> CAUTIOUSLY OPTIMISTIC BECAUSE ONLY ABOUTUT 10% OF THE S&P 500S REPORTED IN THE REAL ME IS AHEAD OF US, WE WILL GET GOOGLE THIS WEEK AND APPLE AND HYPER SCALARS, 26% OF THE S&P 500 TO THE WAY THEY GO IS THE WAY THE CONSENSUS EXPECTATIONS ARE GOING TO GO. WE HAVE ALSO HAD TO BE CAREFUL ABOUT MARKET MOOD, THERE'S NERVOUSNESS. >> LET ME SHOW THIS CHART TO OUR AUDIENCE AND THAT THE KNOW WHAT YOU'RE LOOKING AT. SO FAR, WHEN A COMPANY MISSES, THE AVERAGE IS 9%, POUNDING THE HECK OUT OF IT THREE TIMES OF THE AVERAGE, NORMAL DRIVING, EVEN WHEN YOU BE STOCK IS DOWN. THE MOOD RIGHT NOW, YOU MISS IT IS OVER EVEN IF YOU BE YOU WON'T GET CREDIT. >> THE FLIPSIDE, IF YOU JUST SURPRISE RELATIVE TO WHAT THE MARKET IS LOOKING FOR IN THESE ARE THE THREE NAMES YOU TALKED ABOUT, LOOK AT THE SHORT INTETEREST INTO THESE REPORTS, SIGNIFICANT AND WHEN I SAY SIGNIFICANT, NOT ONE BUT THREE TO FOUR DAYS TO COVER, SO THAT'S WHY YOU SEE BIG REACTIONS BACK AND THEY DIDN'T HAVE A GREAT REPORT, BUT THE SHORT SQUEEZE IS ON. I WANTNT TO RUN THROUGH THIS, BT I SAW YOUR NOTES THIS POSITION, I STARTED TO SHOW WITH THE KID AND KOREA, OF 15 100% 15 TIMES AND LET IT ALL GO. GOT WIPED OUT. HOW DO YOU DECIDE WHEN TO GET OUT OR TRIM THEM? >> A COUPLE OF THINGS. A SIGNIFICANT RUN RELATIVE TO THE S&P 500. WE HAVE AN OVERBOUGHT CONDITION? AND AS A%, HAS EXTENDED ITSELF? ON TOP OF REVISITING FUNDAMENTALS AND TECHNICAL YOU ARE TALKING ABOUT. >> , BOEING, MOREL AND FINANCIALS, YOU GAVE THIS TO US EARLIER THIS YEAR, LATE LAST YEAR OF TWO 100%, TO 30%. HE TOOK NONPROFITS BUT YOU'RE GETTING BACK IN. >> CORRECT. IF YOU LOOK BACK EARLY JUNE, JENSEN SAID IT'S THE NEXT TRILLION DOLLAR COMPANY, A LOT OF POSITIVE DATA POINTS AND THE STOCK TOOK OFF, A BIT OF AHEAD OF ITSELF, WE ARE ADDING BACK NOW GIVEN THE PULLBACK. >> I'M SURE MOST OF OUR AUDIENCE IS NOT FAMILIAR WITH THIS NAME. >> A BUSINESS DEVELOPMENT COMPANY THAT INVESTS IN GROWTH COMPANIES. OPEN AI, FAST DATA, POISED TO GO PUBLIC SO A NICE PLAY ON PRIVATE
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