'LONG-DURATION PLAY': Portfolio Wealth Advisors CIO on the next wave of mega-cap tech
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… SEE NASDAQ GO LOWER, BUT I DECIDED YESTERDAY LET'S BE REALISTIC. TOO MUCH MONEY AND VALUE AND BANKS LIKE BANK OF NEW YORK TRADING AT TWO AND A HALF TIMES. J.P. MORGAN HISTORICALLY A PRICE TO BOOK, IT'S RIDICULOUS SO I'M LOOKING RIGHT NOW, I WANT A LONG DURATION PLAY, AMAZON AND THINGS LIKE RESULT. >> LET'S TALK MICROSOFT, 17% ON THE TRAINING, THAT'S HUGE, ONE OF THE BIGGEST GAINS WE'VE EVER SEEN IN THESE ARE THE EARNINGS, WHAT IS IT ABOUT MICROSOFT HERE? YOU SAY, IT'S LIKE THE BEER WINNER. >> NUMBER ONE, THEY ARE OPERATING MARGINS W…
I WANT A LONG DURATION PLAY, AMAZON AND THINGS LIKE RESULT.
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…LDN'T WHICH IS INTRIGUING. >> I THINK GOOGLE IS THE BEAT PLAYER, AND NEVER QUITE EXECUTE GOOD ENOUGH, BUT ALSO GOOGLE DOUBLED ITS MARKET CAP WERE MICROSOFT SOLD OFF. THERE WAS A TIME WAS DOWN 35% FROM LAST OCTOBER AND WHAT IT'S ABOUT THIS, MICROSOFT IS A CATCH UP TRADE AND GOOGLE IS MAJOR MONEY, WHY NOT TAKE PROFITS AND MOVE AROUND? I THINK THEY ARE SELLING ROTATION. >> YOU LIKE AMAZON AS WELL, A SIMILAR SITUATION. I WANT TO FAST-FORWARD TO THE FUTURE BECAUSE YOU TALKED ABOUT EDGE COMPUTING AND I LOVE THAT, LIKE WHERE WE ARE GOING WITH ROBOTS AND AI, EXPLAINED TO THE AUDIENCE WHAT IT IS AND WHY AND WHO…
MICROSOFT IS A CATCH UP TRADE AND GOOGLE IS MAJOR MONEY, WHY NOT TAKE PROFITS AND MOVE AROUND? I THINK THEY ARE SELLING ROTATION.
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…S AND AI, EXPLAINED TO THE AUDIENCE WHAT IT IS AND WHY AND WHO IT WILL BENEFIT THE MOST. >> THE WHOLE IDEA IS TAKING AI OFF THE CROWD ONTO THE DEVICES IN OUR HAND AND AUTOMOTIVE, ROBOTS AND THE INTERNET OF THINGS WE USED TO TALK ABOUT, IOT SO QUALCOMM NUMBER ONE PLACE, THEY GOT A PRODUCT CALLED SNAPDRAGON PLATFORM BEING USED IN NUMBER TWO, YOU'VE GOT APPLE, THE HARDWARE, HUNDREDS OF MILLIONS OF AFFLUENT OF PEOPLE ACROSS THE PLANET AND ALL OUR DATA AND THEY KNOW EVERYTHING ABOUT US. THEY WILL START GETTING THE DATA ON THE PHONE VERSUS UP AND DOWN SPENDING ALL OF THAT EXPENSE. A SECONDARY PLAYER, BUT ARM HAS THE ARCHITECTURE, THE INTELLECTUAL PROPERTY TO MAKE EDGE COMPUTING WORK AND EVERYTHING ON THAT SHIP. >> WAS READ…
SO QUALCOMM NUMBER ONE PLACE, THEY GOT A PRODUCT CALLED SNAPDRAGON PLATFORM BEING USED IN NUMBER TWO, YOU'VE GOT APPLE, THE HARDWARE, HUNDREDS OF MILLIONS OF AFFLUENT OF PEOPLE ACROSS THE PLANET AND ALL OUR DATA AND THEY KNOW EVERYTHING ABOUT US.
Contexto extraído por IA "SO QUALCOMM NUMBER ONE PLACE, THEY GOT A PRODUCT CALLED SNAPDRAGON PLATFORM BEING USED IN NUMBER TWO, YOU'VE GOT APPLE..."
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…IDEA IS TAKING AI OFF THE CROWD ONTO THE DEVICES IN OUR HAND AND AUTOMOTIVE, ROBOTS AND THE INTERNET OF THINGS WE USED TO TALK ABOUT, IOT SO QUALCOMM NUMBER ONE PLACE, THEY GOT A PRODUCT CALLED SNAPDRAGON PLATFORM BEING USED IN NUMBER TWO, YOU'VE GOT APPLE, THE HARDWARE, HUNDREDS OF MILLIONS OF AFFLUENT OF PEOPLE ACROSS THE PLANET AND ALL OUR DATA AND THEY KNOW EVERYTHING ABOUT US. THEY WILL START GETTING THE DATA ON THE PHONE VERSUS UP AND DOWN SPENDING ALL OF THAT EXPENSE. A SECONDARY PLAYER, BUT ARM HAS THE ARCHITECTURE, THE INTELLECTUAL PROPERTY TO MAKE EDGE COMPUTING WORK AND EVERYTHING ON THAT SHIP. >> WAS READ…
YOU'VE GOT APPLE, THE HARDWARE, HUNDREDS OF MILLIONS OF AFFLUENT OF PEOPLE ACROSS THE PLANET AND ALL OUR DATA AND THEY KNOW EVERYTHING ABOUT US.
Contexto extraído por IA "SO QUALCOMM NUMBER ONE PLACE, THEY GOT A PRODUCT CALLED SNAPDRAGON PLATFORM BEING USED IN NUMBER TWO, YOU'VE GOT APPLE..."
Transcrição Completa
[CHANTING] >> CLASSIC. MY NEXT GUEST TOOK PROFITS ON SMALL AND LARGE CAP AND HE IS BUYING ON SEVEN. LEE, GREAT TO SEE YOU IN STUDIO, IT'S BEEN A LONG TIME. I WANT TO READ A QUOTE FROM KEN GRIFFIN, IS A GREAT VIDEO, HE TALKS ABOUT 2007, A MAJOR DEAL TO PUT TOGETHER OVER THE WEEKEND AND HE SAID GREAT THINGS MAY COME TO THOSE WHO WAIT BUT ONLY THINGS LEFT BEHIND THOSE WHO HUSSLE. I WENT DOWN THE RABBIT HOLE AND COULDN'T FIND IT BUT OPPORTUNITIES ARE OUT THERE SOMETIME IN GOT TO BE PATIENT AND THE OTHER SIDE, THOSE WHO HUSSLE MOVING HASTE SOMETIMES, TO. >> WE ARE SUFFERING FROM LEVERAGE AND LIKE YOU SAID, AA LOT OF PEOPLE WHO ARE GOING TO BE SHOCKED BY ANOTHER TWO OR THREE HEDGE FUNDS THAT WILL BLOW UP AND YOU CAN SEE NASDAQ GO LOWER, BUT I DECIDED YESTERDAY LET'S BE REALISTIC. TOO MUCH MONEY AND VALUE AND BANKS LIKE BANK OF NEW YORK TRADING AT TWO AND A HALF TIMES. J.P. MORGAN HISTORICALLY A PRICE TO BOOK, IT'S RIDICULOUS SO I'M LOOKING RIGHT NOW, I WANT A LONG DURATION PLAY, AMAZON AND THINGS LIKE RESULT. >> LET'S TALK MICROSOFT, 17% ON THE TRAINING, THAT'S HUGE, ONE OF THE BIGGEST GAINS WE'VE EVER SEEN IN THESE ARE THE EARNINGS, WHAT IS IT ABOUT MICROSOFT HERE? YOU SAY, IT'S LIKE THE BEER WINNER. >> NUMBER ONE, THEY ARE OPERATING MARGINS WENT UPP DRAMATICALLY, THAT MEANS THEY ARE EFFICIENT SO HERE'S WHAT IT SIGNALS TO INVESTORS NUMBER ONE, IF MICROSOFT CAN'T TAKE MONEY ON THIS INVESTMENT IN AI, WE HAVE BIG PROBLEMS BIGGER THAN ANYTHING ELSE. NOT ONLY MAKING MORE MONEY BUT ROCK PROFITS ARE GOING UP SO DON'T WORRY ABOUT WHAT WE WILL INVEST OVER THE NEXT YEAR OR TWO. >> CONVINCE WALL STREET WHERE GOOGLE COULDN'T WHICH IS INTRIGUING. >> I THINK GOOGLE IS THE BEAT PLAYER, AND NEVER QUITE EXECUTE GOOD ENOUGH, BUT ALSO GOOGLE DOUBLED ITS MARKET CAP WERE MICROSOFT SOLD OFF. THERE WAS A TIME WAS DOWN 35% FROM LAST OCTOBER AND WHAT IT'S ABOUT THIS, MICROSOFT IS A CATCH UP TRADE AND GOOGLE IS MAJOR MONEY, WHY NOT TAKE PROFITS AND MOVE AROUND? I THINK THEY ARE SELLING ROTATION. >> YOU LIKE AMAZON AS WELL, A SIMILAR SITUATION. I WANT TO FAST-FORWARD TO THE FUTURE BECAUSE YOU TALKED ABOUT EDGE COMPUTING AND I LOVE THAT, LIKE WHERE WE ARE GOING WITH ROBOTS AND AI, EXPLAINED TO THE AUDIENCE WHAT IT IS AND WHY AND WHO IT WILL BENEFIT THE MOST. >> THE WHOLE IDEA IS TAKING AI OFF THE CROWD ONTO THE DEVICES IN OUR HAND AND AUTOMOTIVE, ROBOTS AND THE INTERNET OF THINGS WE USED TO TALK ABOUT, IOT SO QUALCOMM NUMBER ONE PLACE, THEY GOT A PRODUCT CALLED SNAPDRAGON PLATFORM BEING USED IN NUMBER TWO, YOU'VE GOT APPLE, THE HARDWARE, HUNDREDS OF MILLIONS OF AFFLUENT OF PEOPLE ACROSS THE PLANET AND ALL OUR DATA AND THEY KNOW EVERYTHING ABOUT US. THEY WILL START GETTING THE DATA ON THE PHONE VERSUS UP AND DOWN SPENDING ALL OF THAT EXPENSE. A SECONDARY PLAYER, BUT ARM HAS THE ARCHITECTURE, THE INTELLECTUAL PROPERTY TO MAKE EDGE COMPUTING WORK AND EVERYTHING ON THAT SHIP. >> WAS READING YOUR NOTE, YOU THINK IT'S 1998 OR IF WE WERE TO GO BACK, I KEPT TALKING ABOUT LONG-TERM CAPITAL MANAGEMENT, BRILLIANT FOLKS, PEOPLE GIVE THEM A LOT OF MONEY TO MANAGE AND LEAVE THAT UP. IRONICALLY, WAS THE SAME HERE AND THE NASDAQ DROPPED 30% AND IF YOU GIVE UP, YOU MISSED THE NEXT MOVE WHICH WAS THREE 100%, AND MAYBE A COUPLE OF YEARS BUT THIS COULD BE A BIG RIDE FOR THE UPSIDE. >> LONG-TERM CAPITAL MANAGEMENT AND WE HAD THE RUSSIAN BOND DEFAULT AND EVERERYONE WAS WORRIED, DOES YOUR BANK HAVE RUSSIAN BOND HIDING? TODAY, THE RED SCARE IS INFLATION SO WHAT THE FED DID IS LOWER RATES TO SHORE THINGS UP AND CREATE LEVERAGE AND I THINK WHAT WE WILL SEE IS THE SAME IDEA, DIFFERENT TRADE WHERE WE WANT TO SEE THE FED RAISE RATES TO KILL INFLATION AND IF WE CAN, INVESTORS WILL FEEL BETTER ABOUT THE PROSPECTS THE AI AND JUST REMEMBER, JUST BECAUSE THE TRADE WAS OPPOSITE AND 98 DOESN'T MEAN WE WON'T HAVE SOMETHING LIKE THIS. I THINK THE AI TRADE IS TAKING A BREATHER, BUT I THINK WE WILL HAVE ONE MORE LEAP FORWARD. IT'S NOT ABOUT RATES GOING DOWN, IT'S KILLING INFLATION JUST LIKE WAS ABOUT TRYING UP CONFIDENCE IN BANKS AND 98. >> I GUESS THE MORAL OF THE STORY IS BE PREPARED FOR MORE WEAKNESS DON'T GIVE UP ON THE OVERALL RALLY. >> NO. RIGHT NOW, I'M IN PHASE ONE OF TWO OR THREE BY SPENDING SAID I WANT TO SEE, SEE THE S&P. I DID SOME YESTERDAY BUT IF WE GET MORE WEAKNESS IF WE ---- A HEDGE FUND BLEW UP, I WANT TO BE A BUYER AND BACK IT UP AND SELL MY VALUE WHICH I LOVE MIKE VALUE STOCKS BUT I WILL SELL
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