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Contexto extraído por IA "SO THE DATA DOG PULP THAT PULLBACK IS ANOTHER OPPORTUNITY JUST AS BETTING THE TARGET OF SEMIS..."
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Contexto extraído por IA "SEMIS OF THE BEST PLACE TO BE ENDED THESE COMPANIES LIKE NVIDIA AND BROAD, COMING TRADING IN THE MID TEENS ON EARNINGS, AND MICRONS JUST TRADING IT SIX OR SEVEN TIMES EARNINGS."
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SEMIS OF THE BEST PLACE TO BE ENDED THESE COMPANIES LIKE NVIDIA AND BROAD, COMING TRADING IN THE MID TEENS ON EARNINGS
Contexto extraído por IA "SEMIS OF THE BEST PLACE TO BE ENDED THESE COMPANIES LIKE NVIDIA AND BROAD, COMING TRADING IN THE MID TEENS ON EARNINGS, AND MICRONS JUST TRADING IT SIX OR SEVEN TIMES EARNINGS."
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SEMIS OF THE BEST PLACE TO BE ENDED THESE COMPANIES LIKE NVIDIA AND BROAD, COMING TRADING IN THE MID TEENS ON EARNINGS, AND MICRONS JUST TRADING IT SIX OR SEVEN TIMES EARNINGS.
Transcrição Completa
>> SO I THINK THAT WAS DRAKE THE SET UP SO GOOD A WEEK AGO AND SUDDENLY SOFTWARE TRAVELING AGAIN AND BIG TIME COME THIS IS JUST ABOUT OH AND AND NEVER GO SO YOUTUBE WORST SECTORS WERE DOWN, SEVEN TENTS AND THREE TENTS, DOWN 2 PERCENT AND WELCOME GREAT TIME THREE OF US NEXT GUEST IN ONE OF THE BEST IN BUSINESS IF NOT THE BEST D.A. DAVIDSON MANAGING PARTNER AND GAIL, I WANT TO START WITH POWELL ALTO NETWORKS I DON'T GET COVERAGE ON IT BUT YOU HAVE COMING ON PALANTIR AND I TIME BUT THIS IS FROM ASTRA NEWS AND IT FEELS LIKE MAYBE, TO ME IS PRESSURING THEM THING IS PRESSURING THESE NAMES AND WHAT IS GOING ON. >> YES, OPENING I IS ABOUT TO INTRODUCE A VERY POWERFUL MODEL. AND THAT IS TRUE THAT THAT MODEL BECAUSE IT IS SO POWERFUL, WILL BE ABLE TO CREATE NEW CYBER VULNERABLE AND WHAT IS ALSO TRUE AS THESE VERY POWERFUL MODELS CAN ALSO HELP PROTECT ENTERPRISES FROM THOSE ABILITIES BUT THE MARKET IS ALWAYS SEEING THE FIRST ACCESSIBLE WAIT A SECOND, EXISTING SOFTWARE COMPANIES AND LEGACY SOFTWARE COMPANIES ARE AT RISK BECAUSE OF VERY POWERFUL MODELS IS PRETTY PRESSURE ON THE SECURITY WHILE THE NETWORK ALSO DIDN'T HAVE AS MUCH UPSIDE AS INVESTORS WERE LOOKING FOR IN THIS PUTTING PRESSURE THERE HAD DISAPPOINTING RESULTS IN SOME INVESTORS ARE TAKING THAT'S ME THAT MAYBE THERE SO PRESSURE ON THE SOFTWARE MODEL BUT IS PLEASE HAVE SPOKEN THE PAST, NOT ALL SOFTWARE COMPANIES ARE CREATED EQUAL THERE'S A REALLY EXCELLENT SOFTWARE COMPANIES AND SOME WITH VERY GOOD EXPOSURE TO AI AND THERE'S A LOT OF SOFTWARE COMPANIES THAT WILL BE FINE, THEY JUST REALLY HAVE EXPOSURE. >> THIS A DATA DOG IS A NAME THAT I THINK THAT YOU LIKE, HIT IS DOWN AS OF THE WITH MUNGO AND OTHERS AND EVEN SAYING DOG ALL HOT FOR A WHILE NOW. BUT IS AI CONTINUES TO EVOLVE CAN WE EVER COMPLETELY SAY THAT THREAT IS IN THE REAR VIEW MIRROR IS GONE AND IS ALWAYS KIND OF LINGERING. >> THIS IS A GREAT EXAMPLE SO DATA DOG HAS VERY POSITIVE EXPOSURE TO THE GROWTH OF AI AND IT REALLY NO NEGATIVE IMPLICATIONS BECAUSE THEIR CUSTOMERS ACTUALLY THEIR MOST IMPORTANT COHORT OF CUSTOMERS ARE AI NATIVES WHICH INCLUDES ANTHROPIC BUT ALL OF THE OTHER UPSTARTS THAT ARE STARTING NAI ALSO WHICH IS WHY THEY'VE HAD THE MOST REVENUE ACCELERATION OF THAT COHORT OF INFRASTRUCTURE SOFTWARE COMPANIES AND SO CONFUSING THEM JUST BECAUSE THEY HAVE A SIMILAR BUSINESS MODEL CONCEPTION OF BUSINESS MODEL, THAT IS NOW THE CORRECT WEIGHT TO INTIMIDATE THE CORRECT WEIGHT IS THERE ISSUES A AND DAA DOG HAS ACCELERATING REVENUE GROWTH AND THEY'RE GOING TO CONTINUE TO WRITE THIS WIFE OF THE AI COMPANIES COME ON IN HAVE A LOT OF SUCCESS. >> SO THE DATA DOG PULP THAT PULLBACK IS ANOTHER OPPORTUNITY JUST AS BETTING THE TARGET OF SEMIS BECAUSE YOU COVER A SWATH OF HARDWARE AND SEMI CONDUCTORS THERE TRYING TO COME TO LIFE HERE AND OVERALL WHAT IS CHANGING THE SORT OF NARRATIVE THAT WE KNOW THERE WAS A SPYWARE SOFTWARE UP AND SEMI IS UP AND IS AVERSIVE IT KIND OF THING IS SOMETHING MORE IS GOING ON RIGHT NOW IT FEELS LIKE. >> WILL I WOULD SAY LEVER OF NARRATIVE FOLLOWING STOCKS IN THE MOMENT OF MOMENTUM IN THE 70s BROKER SOMETIME EARLIER IF YOU WEEKS OR A COUPLE OF MONTHS AGO AND A LOT OF IT BECAUSE OF THE SITUATIONAL I WENT UKRAINE RETAIL TRADERS AND THINGS LIKE THAT. THE ACTUAL DEMAND FOR SEMITES, HAS INCREASED VERY SIGNIFICANTLY AFTERNOON AND NVIDIA TO COME OUT LAST WEEKEND SAY THAT WE HAVE AT LEAST 70 PERCENT REVENUE GROWTH NEXT YEAR COME THIS THE FIRST TIME THEY'VE GIVEN SPECIFIC GUIDANCE EUROS AND THEN YOU HAVE DELL THAT'S MY REASON OF GUIDANCE TO SAY THAT THEY'RE GOING TO DOUBLE THEIR SERVER REVENUE AND THE ACTUAL FUNDAMENTALS FOR THESE COMPANIES IS IMPROVING. MOMENTUM AND TRADING IS IMPORTANT, BUT THE FUNDAMENTALS THERE ARE FAR MORE IMPORTANT AND IF YOU BELIEVE THAT AI WILL CONTINUE, TO GAIN MARKET SHARE IN TERMS OF ENTERPRISE TECHNOLOGY WHICH WE DO, SEMIS OF THE BEST PLACE TO BE ENDED THESE COMPANIES LIKE NVIDIA AND BROAD, COMING TRADING IN THE MID TEENS ON EARNINGS, AND MICRONS JUST TRADING IT SIX OR SEVEN TIMES EARNINGS. AS YOUR EARLIER GUEST SAID, THAT IMPLIES THAT THE CYCLE IS ALMOST OVER WHICH THERE IS NO INDICATION THAT THE CASE BE A PUBLIC IS FOCUS ON BROAD, FOR MOMENT BECAUSE THEY REPORT UP IN VALVE LESS UNDERREPORTED FELT WEIRD IT WAS NOT THE REACTION WE THOUGHT WE WOULD GET IF YOU LIKE MAYBE IS COMING DOWN TO THIS CUSTOM CHIP BUSINESS. THEIR QUESTIONS ABOUT MARKET SHARE FROM TP IT WITH GOOGLE, I THINK SOMEONE SAID THAT SOMEONE WILL ECLIPSE THEM, STARTING NEXT YEAR, INTO 2028 AND HOW CONCERNED ARE YOU ABOUT THE BREAD-AND-BUTTER BUSINESS RIGHT NOW. >> NOT REALLY. THE REASON A COMPANY LIKE GOOGLE, IS DIVERSIFYING BEYOND RUNTIME TO INCLUDE MEDIA TECH IT MARVELLE AND POSSIBLY AOD, IS THERE DEMAND FOR THE CHIPS IS NOW GROWING, SO MUCH THAT THEY WANT TO DIVERSIFYING FURTHER. IMAGE BROUGHT COME TO BEGIN WITH TO DIVERSIFY FROM NVIDIA NOW THEY SAY WAIT A SECOND OF OUR SPENDING HUNDREDS OF BILLIONS OF DOLLARS ON THIS AND WE NEED MORE THAN TWO SUPPLIERS AND LET'S GO GET A THIRD AND FOURTH AND MAYBE A FIFTH SUPPLIER. DOES NOT MEAN THE BROAD CON PHONE FOR MORE THAN 85 PERCENT REVENUE GROWTH THIS QUARTER AND I COME UPPER PROBABLY AS MUCH NEXT YEAR. SO AGAIN COME THE FUNDAMENTALS ARE VERY STRONG AND YES, THERE IS MORE THAN A PIPE IS GETTING SPREAD AROUND A LITTLE MORE BUT IT'S A PRETTY BIG TIME. >> AND REAL QUICK COME I HAVE LESS THAN A MINUTE TO GO TO KEEP HEARING GOOD THINGS ABOUT NEW CLOUD CRITICALLY FROM JENSEN FINANCIAL RIGHT NOW ON NOKIA'S AND CORE WE WOULD YOU NEED TO SEE BEFORE YOU REMOVE THOSE TO A BUY. >> WEALTH WE NEED TO BE PROFITABLE AND THE NEED TO GENERATE RETURN ON THEIR INVESTMENT AND WERE NOW CAN VISIT AMAZON MICROSOFT AND GOOGLE GET A GOOD RETURN BEEN ON THESE DATA CENTERS AND ENVIOUS IN COURT COME THEY DO NOT ARE BARELY MAKING ANY MONEY THEY'RE SPENDING A LOT TO BORROW THE MONEY IS SO INNOCENT GOING TO GET ACTUALLY GENERATE RETURNS WE WILL REVISIT. >> WILL THIS INVESTMENT WHEN WENT AND THANK YOU SO MUCH I
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