Expert shares top tech stock picks amid slowdown in momentum
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Entrada $499,70 07 set 2026Atual $491,65 09 set 2026Resultado −$8,05vs. índice −1,1% SPY −0,5% no mesmo período
microsoft will break out and i never said that to me is a clear example they are ready to tell the world that we are making money off these AI investments
Contexto extraído por IA "MICROSOFT WILL BREAK OUT ... THEY ARE READY TO TELL THE WORLD THAT WE ARE MAKING MONEY OFF THESE AI INVESTMENTS"
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SO SERVICE NOW COME I LIKE THE FOR A FEW DIFFERENT REASONS
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ZETA JUST TOOK PROFITS OF 51 PERCENT MAYBE WE SHOULD HAVE HELD IT IN HIS LOOK EVEN BETTER
Contexto extraído por IA "ZETA JUST TOOK PROFITS OF 51 PERCENT"
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Entrada $1.149,36 07 set 2026Atual $1.123,91 08 set 2026Resultado −$25,45vs. índice −1,7% SPY −0,5% no mesmo período
OUTSIDE OF AI YOU SY LILY, YOU HAVE TO OWN IT. WE HAVE TO OWN LILY
Contexto extraído por IA "OUTSIDE OF AI YOU SY LILY, YOU HAVE TO OWN IT"
Transcrição Completa
>> SO MY NEXT GUEST OF THE MACRS EARNINGS ARE WRAPPED UP AT INVESTORS ARE STILL GRAPPLING WITH UNCERTAINTY AND JULIO ADVISORY HUNDRED CE GO, AND IS TALK ABOUT THESE MACRO ISSUES. AND SO, THESE ARE THINGS THAT ARE MOST PART ROBUST CONSUMER DEMAND CONSISTENT PRICING GUARD SUSTAINED CAP X AND IS A GOOD THINGS AND THOSE ARE TAKING US TO THIS LEVEL BUT WE HAVE BEEN HELD BACK MORE RECENTLY BY THE YIELDS AND PRICE AND IF YOU LIKE THE BOTTOM TWO WILL GOOD FOR THE TOP THREE. >> YES AND WELL, WE SEEK A LITTLE BIT OF A REVERSAL ABOUT TODAY MR. POSITIVE COMMENTS TODAY. THE BOND YIELDS WE DON'T SEE THESE LEVELS IN YEARS AND NOT ONLY U.S. BUT ABROAD JAPAN GERMANY AND SOMETHING IN OIL PRICES WE HAVE ALL THOUGHT THIS WAR WAS GOING TO BE OVER AND IT IS NOT THERE HERE AND THERE SO THESE HIGH LEVELS 20 PLUS DOLLARS VERSUS BE FOR THE WORSE BEEN UPRIGHT WILL THE MARKET GO AS HELD UP WELL AND MOMENTS EVEN DURING THIS WHOLE CONFLICT IN I WOULD ASSUME THAT WHEN IS OVER, WE SAW OIL WEST TEXAS GO TO 120 WHEN ONE, DOWN TO 60 NORMALCY BLINK OF AN EYE AS OF THE COAST IS CLEAR, IT WILL BE CLEAR WHAT IS THIS MEAN FOR THE INVESTORS NOW AS UAB THINKS AGAINST EACH OTHER. >> ENEMY AT THE END OF THE DAY, HIT IS VALVE FUNDAMENTALS. SO WE JUST HAD AMAZING EARNINGS COURT HIS PROMISE THAT WE HAVE HAD TO EXPECT THAT TO CONTINUE AS LONG AS HE AI CAP X IS THERE WE SEE MONETIZATION FROM THE AI AND SO I THINK OVERALL, AND BALANCE YOU END UP SINGING STRONG CONSUMER GROWTH, GOOD FUNDAMENTALS ESPECIALLY SAMPLE OF BLOOD YOU BROUGHT THAT UP TO MICROSOFT WILL BREAK OUT AND I NEVER SAID THAT TO ME IS A CLEAR EXAMPLE THEY ARE READY TO TELL THE WORLD THAT WE ARE MAKING MONEY OFF THESE AI INVESTMENTS IN THIS ULTIMATE DEVICE MEET ALSO, SO WE HAD THIS GREAT NUMBERS PROTECT MOMENTUM IS CRASH AND SO I GUESS, MOMENTUM CAN SWING BOTH WAYS BUT THIS IS EXTREME IT DOESN'T REPRESENT MAYBE TO YOU AS AN OPPORTUNITY WHEN YOU SEE THE. >> AS AN OPPORTUNITY BUT IT IS A ROTATION AND THE CONTINUED ROTATION ALL WE BEEN TALKING ABOUT MOSTLY IS TECH THE LAST SEVERAL YEARS. I THINK IT'S TIME TO LOOK AT THOSE OTHER SECTORS I THINK THAT IS A PART OF EVERY ESSAY ARE CERTAINLY OPPORTUNITIES SOME OF THE SOFTWARE NEEDS FOR EXAMPLE SMITH SPOKE A COUPLE BECAUSE MEL HAVE A COUPLE TO GO SERVICE NAME BREAKING UP NICELY. >> SO SERVICE NOW COME I LIKE THE FOR A FEW DIFFERENT REASONS YES THEY ARE SERVICE COMPANY BUT IT IS DIFFERENT OKAY THERE IS A SEPARATE CHARACTERIZATION SO SERVICE NOW WITH A DO IT WITH TOGETHER THE WHOLE ENTIRE TEXT ACTUALLY HAVE ABOUT A BILLION DOLLARS IN THE REPORTED THAT NUMBER OF AI RECURRING REVENUES. 85 PERCENT OF THE CUSTOMERS ARE FORTUNE 500 COME UP WITH THE MAIN THAT I LIKE ABOUT SERVICE NOW THAT YOU WILL SEE THEY ARE PRICING IS NOT ONLY ABOUT HEADCOUNT WHICH CONCERNED ABOUT STILL COMING IT IS ABOUT OUTCOME BASED ON VOLUME -BASED AND SAME THING WITH ZETA SUMMIT ZETA JUST TOOK PROFITS OF 51 PERCENT MAYBE WE SHOULD HAVE HELD IT IN HIS LOOK EVEN BETTER LESS THAN A MINUTES AGO OUTSIDE OF AI YOU SY LILY, YOU HAVE TO OWN IT. >> WE HAVE TO OWN LILY AND YOU HAVE KNOWN BECAUSE WE COULD BE AN ENVIRONMENT WHAT'S IMPORTANT HERE IS VOLUME OUT GOOD CASH FLOWS AND THAT IS LOW IN THE JUST THAT 40 PERCENT YEAR-OVER-YEAR GROWTH ON THEIR SOUTHBOUND AND GLP-1 DRUGS BUT THEY HAVE A BIG PIPELINE AND THEY ALSO HAVE M&A FIDELITY COME THEY HAVE CASH FOR THE HEALTHCARE SECTOR THAT WE PREDICTED BIOTECH CAN THAT'S ALSO AT EIGHT INNOVATION THAT THEY WILL BENEFIT FROM. >> AND S
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