NVIDIA DEMAND: Buyers are SNAPPING UP its chips, market expert says

CHAT GP T6 TAKE A LISTEN. >> I THINK THAT THIS IS THE BEST AND MOST USEFUL MODEL FOR ENTERPRISE ANYWHERE IN THE WORLD WHAT WE'VE HEARD FROM EARLY TESTERS IS THAT THIS MODEL IS THE BEST IN THE WORLD CODING AND KNOWLEDGE WORK IN CREATING PRESENTATIONS AND DOING WORK IN EXCEL MANY OF THE WORKFLOWS THE DEPRESSED CUSTOMERS HAVE BEEN TELLING US THAT THEY WANT THIS MODEL REALLYLY EXCELS THAT. >> OKAY WELL SO HE'S PART OF THAT NO SURPRISINGLY AND WHILE AI PRODUCTIVITY GAINS DROVE MUCH OF THE PAST EARNINGS THIS SEASON, THE MARKETS HAVE SPENT MONTHS READING FRONTIER MODELS AS A THREAT TO THE SOFTWARE SECTOR BUT TAKE A LOOK AT SNOWOWFLAKE IN THIS YEAR IS THE THOUGHT OF A SOFT SOFTWARE COMING UP DOUBLE DIGIT SINCE REPORTING EARNINGS WEDNESDAY AFTER THE BELL NO SPIKE COMES REVENUE SEARCH, 35 PERCENT OF THE MOST RECENT QUARTER WITH MANAGEMENT POINTING TO PICK UP IN A I DEMAND IS SO AI IS A THREAT TO SOFTWARE WERE TO HELP WHAT IS GOING ON HERE AT COFOUNDER JOHN JURY KNOW SOME DETAILS FOR US AND SOME IDEAS OKAY JOHN, JUST A GIRL FROM NORTH CAROLINA, LIKE TO INVEST THAT I WAS SOMETHING THAT WILL GO UP EIGHT - 10 PERCENT EVERY SINGLE YEAR. >> ANYTHING IN THE AI SECTOR HAS A POTENTIAL TO DO MULTIPLES OF THAT I WOULD SAY PRETTY SO FOR INSTANCE YOU MENTIONED SNOWFLAKE JUST KNOW AS WELL AS SHOULD BE EARNINGS WERE BLOWING UP THIS WEEK IS OFF OVER 20 PERCENT FANTASTIC AND NVIDIA, THAT WOULD BE ANOTHER ONE BECAUSE SHE FEELS, THOSE GRAPHIC PROCESSING UNITS IN ELON HAVING AN INSATIABLE APPETITE FOR THOSE YUMMY ABOUT 200,000 OF THOSE BUILT CLASSES ONE AND MACRO HARD EMILY JUST AS STAB BILL GATETESF COURSE MICROSOFT MACRO HARD. BUT I THINK THAT HE IS JUST ONE OF MANY, WHO ARE BUYING THESE NVIDIA CHIPS LIKE IT IS YOU KNOW THE ONLY CHIP IN TOWN. >> HANG ON JUST A SECOND UNIT OF THESE COMPANIES HAVE ADDED MAJOR MAJOR MAJOR RUNS. AND FOR EXAMPLE ARE YOU STILL BUYER OF THE WAY HERE. >> YES, I AM I AM AND IT WOULD BUY SNOWFLAKE AND I WOULD WAIT A LITTLE BIT BECAUSE EVERY TIME YOU SEE DOUBLE-DIGIT JUMP OUT OF A SUPPLEMENT EVEN IF IT WAS NVIDIA LAST WEEK AND WHEN THEY CAME OUT WITH THEIR EARNINGS ABOUT TO JUMP DOUBLE DIGITS AT A FULL BACK JESSICA BACK IN PILLOW TO 20 AND THOUSAND OF THE 230s AGAIN AND I WOULD WAIT AND PATIENT THE SUM ALREADY IN THE SOCKS. >> AND BUY THE DIP WITH US ARE. >> GUESS WHAT I WOULD RESTART MAKES LIKE DOUBLE-DIGIT JUMP IN A SINGLE SESSION OR TWO SESSIONS I THINK YOU'RE BEING BETTER OFF BEING PATIENT. >> WAS TALK ABOUT SOFTWARE IN THE APOCALYPSE FOR SOFTWARE EVERYBODY TALKS ABOUT YOU KNOW SO WHEN WE NEED SOFTWARE COMPANIES REALLY. >> WELL, THEY MAKE EVERYTHING WORK, BETTER AND FASTER. YOU CAN ONLY GO SO FAR WITH JUSTIN AI WHETHER IT IS FRONTIER OTHERWISE ANY CAN ONLY GO SO FAR WITH THAT READ MOST OF THE COMPANIES DON'T GO WITH SOMETHING THAT ALTMAN OR ANYONE ELSE HAS JUST CREATED IN THE LAB AND WHEN YOU HAVE TO BIDDING ON TENS OF MILLIONS OF PEOPLE USING YOUR SITE LIKE CASE VISA SMACK WELL IF YOU RENOVATE THAT WE CANNOT HAVE A MISTAKE. >> WHAT YOU CAN JUST SAY WILL THIS THING CHEATED WHEN OUT AND TRY TO STRANGLE HUGGING FACE OR WHATEVER HIS THING TRY TO GO OUT TO DO AND YOU HAVE TO MOTHER THING FOR THAT LEVEL OF SOPHISTICATION INSECURITY COME THEY'RE GOING TO STILL BE PEOPLE WHO NEED SOFTWARE BRAIDED ON WHAT SOFTWARE COMPANIES LIKE SMITH OKAY FOR A CALL THE BIG DROP AND WE SAW A LOT OF FOLKS COMING INTO ORACLE MONEY THIS WEEK WHEN IT WAS 140 TODAY IT IS 157 AND ONE OF THE BETTER PERFORMERS ITSELF 70 BUCKS OF THE WEEK, THAT'S A BAD AND 10 PERCENT OF THE WEEK AND IT WAS NOT EARNINGS RELATED LIKE THAT ONE A LOT. I THINK ANYBODY IN THE CROWD IN THE CLOUD SECURITY IS ONE THAT YOU WANT TO WATCH. I THINK THERE'S NUMBER OF STOCKS LIKE FOR INSTANCE IN THE POWER SPACE ONE OF THEM IF YOU DON'T WANT TO PICK SINGLE STOCK ME GO WITH YOU RA WHICH IS G GLOBAL WL URANIUM ETF. WE WILL SEE US MORE SMALL DATA CENTERS IN SMALL MODULAR REACTORS, EVERYWHERE AND IT IS NOT JUST GOING TO BE THOSE GAS TURBINES THAT ELON BIKES WAS GOING TO BE SMRS THE POWER THESE DATA CENTERS. >> AND I JUST THINK THAT YOU CANNOT GO WRONG LOOKING AT TECHNOLOGY