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'WINNERS': Expert points to 'compute' as AI market leaders

'WINNERS': Expert points to 'compute' as AI market leaders

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  1. 01 DELL NYSE COMPRAR +0,00%
    Entrada $515,01 03 set 2026
    Atual $515,01 03 set 2026
    Resultado +$0,00
    vs. índice +0,0% SPY +0,0% no mesmo período

    THINK ABOUT DELL, MICRON, AMAZON, GOOGLE, HYPER SCALARS, CHIPS, HARDWARE THAT TAKES IT, THESE ARE THE WINNERS.

    Contexto RAY:THINK ABOUT DELL, MICRON, AMAZON, GOOGLE, HYPER SCALARS, CHIPS, HARDWARE THAT TAKES IT, THESE ARE THE WINNERS.

  2. 02 MU NASDAQ COMPRAR +0,00%
    Entrada $958,16 03 set 2026
    Atual $958,16 03 set 2026
    Resultado +$0,00
    vs. índice +0,0% SPY +0,0% no mesmo período

    THINK ABOUT DELL, MICRON, AMAZON, GOOGLE, HYPER SCALARS, CHIPS, HARDWARE THAT TAKES IT, THESE ARE THE WINNERS.

    Contexto RAY:THINK ABOUT DELL, MICRON, AMAZON, GOOGLE, HYPER SCALARS, CHIPS, HARDWARE THAT TAKES IT, THESE ARE THE WINNERS.

  3. 03 AMZN NASDAQ COMPRAR +0,00%
    Entrada $258,90 03 set 2026
    Atual $258,90 03 set 2026
    Resultado +$0,00
    vs. índice +0,0% SPY +0,0% no mesmo período

    THINK ABOUT DELL, MICRON, AMAZON, GOOGLE, HYPER SCALARS, CHIPS, HARDWARE THAT TAKES IT, THESE ARE THE WINNERS.

    Contexto RAY:THINK ABOUT DELL, MICRON, AMAZON, GOOGLE, HYPER SCALARS, CHIPS, HARDWARE THAT TAKES IT, THESE ARE THE WINNERS.

  4. 04 GOOGL NASDAQ COMPRAR +0,00%
    Entrada $342,48 03 set 2026
    Atual $342,48 03 set 2026
    Resultado +$0,00
    vs. índice +0,0% SPY +0,0% no mesmo período

    THINK ABOUT DELL, MICRON, AMAZON, GOOGLE, HYPER SCALARS, CHIPS, HARDWARE THAT TAKES IT, THESE ARE THE WINNERS.

    Contexto RAY:THINK ABOUT DELL, MICRON, AMAZON, GOOGLE, HYPER SCALARS, CHIPS, HARDWARE THAT TAKES IT, THESE ARE THE WINNERS.

  5. 05 HPQ NYSE COMPRAR +0,00%
    Entrada $31,93 03 set 2026
    Atual $31,93 03 set 2026
    Resultado +$0,00
    vs. índice +0,0% SPY +0,0% no mesmo período

    IS THE AI FACTORS OUT OF DELL AND HP, THE IDEA TO HAVE HYPER SCALARS PUT IT INTO THE CLOUD, THAT'S THE COMPUTE. THOSE GUYS WERE THE WINNERS AND WILL BE FOR A LITTLE BIT.

    Contexto >> IS THE AI FACTORS OUT OF DELL AND HP, THE IDEA TO HAVE HYPER SCALARS PUT IT INTO THE CLOUD, THAT'S THE COMPUTE. THOSE GUYS WERE THE WINNERS AND WILL BE FOR A LITTLE BIT.

  6. 06 CRM NYSE COMPRAR +0,00%
    Entrada $264,43 03 set 2026
    Atual $264,43 03 set 2026
    Resultado +$0,00
    vs. índice +0,0% SPY +0,0% no mesmo período

    ONCE YOU HAVE COMPUTE YOU'VE GOT TO DO SOMETHING WITH IT. THAT IS WHY THOSE WHO HAVE DATA DISTRIBUTION CUSTOMERS ANNUAL CONTRACTS AND ENTERPRISE WILL COME BACK AND THAT BRINGS YOU BACK TO SALESFORCE, SERVICE, THESE ARE THE COMPANIES THAT HAVE THAT.

    Contexto RAY:ONCE YOU HAVE COMPUTE YOU'VE GOT TO DO SOMETHING WITH IT. THAT IS WHY THOSE WHO HAVE DATA DISTRIBUTION CUSTOMERS ANNUAL CONTRACTS AND ENTERPRISE WILL COME BACK AND THAT BRINGS YOU BACK TO SALESFORCE, SERVICE, THESE ARE THE COMPANIES THAT HAVE THAT.

  7. 07 NOW NYSE COMPRAR +0,00%
    Entrada $145,59 03 set 2026
    Atual $145,59 03 set 2026
    Resultado +$0,00
    vs. índice +0,0% SPY +0,0% no mesmo período

    ONCE YOU HAVE COMPUTE YOU'VE GOT TO DO SOMETHING WITH IT. THAT IS WHY THOSE WHO HAVE DATA DISTRIBUTION CUSTOMERS ANNUAL CONTRACTS AND ENTERPRISE WILL COME BACK AND THAT BRINGS YOU BACK TO SALESFORCE, SERVICE, THESE ARE THE COMPANIES THAT HAVE THAT.

    Contexto RAY:ONCE YOU HAVE COMPUTE YOU'VE GOT TO DO SOMETHING WITH IT. THAT IS WHY THOSE WHO HAVE DATA DISTRIBUTION CUSTOMERS ANNUAL CONTRACTS AND ENTERPRISE WILL COME BACK AND THAT BRINGS YOU BACK TO SALESFORCE, SERVICE, THESE ARE THE COMPANIES THAT HAVE THAT.

Transcrição Completa
FRANCISCO CAN LEAD TO CALIFORNIA COMEBACK. STUART: THAT WOULD BE NICE. JOEL POLLOCK, ALWAYS GOOD, THANKS, SEE YOU AGAIN SOON. QUICK CHECK OF THE MARKETS. WHERE ARE WE? DOW IS UP NEARLY 500. THE NASDAQ IS UP 260. RAY WONG JOINING US NOW. I WANT TO TALK ABOUT YOUR BIGGEST AI WINNERS. NAME THEM PLEASE. RAY:THINK ABOUT DELL, MICRON, AMAZON, GOOGLE, HYPER SCALARS, CHIPS, HARDWARE THAT TAKES IT, THESE ARE THE WINNERS. STUART: YOU SAY COMPUTE? WE COME ACROSS THAT WORD A LOT. WHAT DOES THAT MEAN? YOU'VE GOT COMPUTING POWER, YOU OWN THAT POWER? >> IS THE AI FACTORS OUT OF DELL AND HP, THE IDEA TO HAVE HYPER SCALARS PUT IT INTO THE CLOUD, THAT'S THE COMPUTE. THOSE GUYS WERE THE WINNERS AND WILL BE FOR A LITTLE BIT. STUART: WHO ARE THE BIGGEST LOSERS? RAY:LOSERS WERE ANYTHING AI COULD REPLACE LIKE FIGURE AND CREATIVITY SIDE, THESE ARE COMPANIES PEOPLE WERE SAYING THEY ARE GOING TO GO AWAY. THEY THOUGHT ALL CONSULTING WAS GOING TO GO AWAY, AND THAT IS WHY THEY ARE ON THIS LOSER LIST. STUART: WHO SET UP BEST FOR THE NEXT QUARTER? RAY:ONCE YOU HAVE COMPUTE YOU'VE GOT TO DO SOMETHING WITH IT. THAT IS WHY THOSE WHO HAVE DATA DISTRIBUTION CUSTOMERS ANNUAL CONTRACTS AND ENTERPRISE WILL COME BACK AND THAT BRINGS YOU BACK TO SALESFORCE, SERVICE, THESE ARE THE COMPANIES THAT HAVE THAT. THEN OF COURSE, AND IF YOU HAVE SMALL MODULAR REACTORS AND CAPACITY TO PRODUCE POWER, BATTERY CELLS, WHERE PEOPLE ARE HEADED

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