InfluAlpha
← Voltar ao Painel
SoftBank data center developer SLOWS plans for $50 Billion IPO

SoftBank data center developer SLOWS plans for $50 Billion IPO

Fox Business Clips
Analisado Ver no YouTube Solicitado Em
Retorno do vídeo
—
Chamadas
1
Compra / Venda
1 0
Publicado

Recomendações

Entrada é o preço de fechamento do ativo na data de publicação. Atual é o último fechamento registrado.

  1. WDAY NASDAQ COMPRAR +0,00%
    Entrada $188,23 22 set 2026
    Atual $188,23 22 set 2026
    Resultado +$0,00
    vs. índice +0,0% SPY +0,0% no mesmo período

    Citar esta recomendação Ver trecho original (142s) *

    Contexto da transcrição original
    …POSITIONED FOR THAT AS WELL. >> TO A SIMPLE APH LIKE ROOF DAY A SOFTWARE A SERVICE TALK OF THOSE GUYS HAVE BEEN RINGER AND IS ACTUALLY DOWN, 20 PERCENT OF THE PAST YEAR AND THAT APOCALYPSE YOU KNOW THE FEARS YOU KNOW YOU ARE NOT SCARED. >> WELCOME WILL BE STARTED TO RECOMMEND THIS IF HUMANS AGO AND IT WAS EVEN WORSE EXACTLY HOW TO GET YOUR LAST YEAR FEW MONTHS, TODAY YOU KNOW IF YOU COMPARE THE VALUATION TO EXPECTED GROWTH RATES, HE LOOKS REASONABLY WELL PLACE FOR US AND WE THINK THAT THIS IS FURTHER WILL BE TO MONETIZE AI RATHER THAN BE DISRUPTED FROM FIGHT AI IN THIS BUSINESS AT THE MOMENT ALSO INCLUDES THAT A LOT OF MISSION-CRITICAL SOFTWARE SO WE JUST THINK THAT THOSE FEARS ARE

    WELCOME WILL BE STARTED TO RECOMMEND THIS IF HUMANS AGO AND IT WAS EVEN WORSE EXACTLY HOW TO GET YOUR LAST YEAR FEW MONTHS, TODAY YOU KNOW IF YOU COMPARE THE VALUATION TO EXPECTED GROWTH RATES, HE LOOKS REASONABLY WELL PLACE FOR US AND WE THINK THAT THIS IS FURTHER WILL BE TO MONETIZE AI RATHER THAN BE DISRUPTED FROM FIGHT AI IN THIS BUSINESS AT THE MOMENT ALSO INCLUDES THAT A LOT OF MISSION-CRITICAL SOFTWARE SO WE JUST THINK THAT THOSE FEARS ARE

    Contexto extraído por IA TO A SIMPLE APH LIKE ROOF DAY A SOFTWARE A SERVICE TALK OF THOSE GUYS HAVE BEEN RINGER AND IS ACTUALLY DOWN, 20 PERCENT OF THE PAST YEAR AND THAT APOCALYPSE YOU KNOW THE FEARS YOU KNOW YOU ARE NOT SCARED. >> WELCOME WILL BE STARTED TO RECOMMEND THIS IF HUMANS AGO AND IT WAS EVEN WORSE EXACTLY HOW TO GET YOUR LAST YEAR FEW MONTHS, TODAY YOU KNOW IF YOU COMPARE THE VALUATION TO EXPECTED GROWTH RATES, HE LOOKS REASONABLY WELL PLACE FOR US AND WE THINK THAT THIS IS FURTHER WILL BE TO MONETIZE AI RATHER THAN BE DISRUPTED FROM FIGHT AI IN THIS BUSINESS AT THE MOMENT ALSO INCLUDES THAT A LOT OF MISSION-CRITICAL SOFTWARE SO WE JUST THINK THAT THOSE FEARS ARE

Transcrição Completa
THREE MINUTES AWAY, HERE WE GO, WE HAVE EXPOSURE ONCE AGAIN, WE START ACTUALLY RAN WHERE WE STARTED WITH THE S&P NASDAQ AND BROWSE OF RUSSELL HIGHER THE DOW IS DOWN, AND 42 S&P IS CLINGING TO A THREE-POINT GAIN AND TALKING BETWEEN RED AND GREEN FOR MUCH OF THE SESSIONS BECAUSE OF FINANCIAL PRETTY WEEK NASDAQ IS A RECORD 119-POINT IN THE RUSSELL 15 TRANSPORTS THE 55 AND USE DATA CENTER DEVELOPER, SEWING PLANS FOR THAT MILLION DOLLAR IDEA THAT A WARNING TO THE FINANCIAL TIMES AND SB ENERGY IS RUNNING UP AGAINST THE MARKET FEARS ABOUT THE STRENGTH OF THE AI BOOM IN JOINING ME NOW, WEALTH ADVISORY CHIEF INVESTMENT STRATEGIST, DAVID STUBBS AND HE MANAGES 11 BILLION AND HE IS ALL OVER THIS STORY ALL RIGHT YOUR THOUGHTS DAVID IN THE TRADE HERE. >> WILL I THINK OF THIS RIGHT HERE, IS TO CONTINUE TO SUPPLY PARTS OF YOU KNOW THE AI DATA CENTER BUILDOUT THAT WE KNOW THERE ARE IN REAL SHORTAGE AND THEY CONTINUE, TO SUPPLY MISSION-CRITICAL CABLING AND OTHER COMPONENTS INTO YOU KNOW THAT ECOSYSTEM IS A HUGE BACKLOG HERE, WE THINK WE WILL PLACE TO SUPPLY THE AI BUILDOUT EVEN IF SOME OF THE STEAM COMES OUT OF THE BUILDOUT. >> AND WE WERE JUST WAITING TO SPUR LONG BASIN CHINA EVERYBODY KNOWS HER IN SILICON VALLEY AND, I MEAN, IT WITNESS THAT MYSELF SHE SAID THE SPACE-BASED DATA CENTERS ARE ACTUALLY DEFINITELY REALITY HEARD ELON MUSK TALKING ABOUT THAT AND IF SO, IS THERE ROOM FOR AMPHENOL'S PRODUCTS FOR SPACE TECHNOLOGY. >> WILL I HAVE NO DOUBT, THAT THAT FIRST-CLASS MANAGEMENT TEAM WILL EVOLVE THE PRODUCT SUITE BECOMES A SIGNIFICANT MARKET AND ABSOLUTELY COME OVER THE MEDIUM-TERM, AND SEEMS LOGICAL TO PLACE THE DATA CENTERS AND SPACES ABUNDANT POWER AND INTO CAN BE BEAMED UP AND DOWN FROM THE PLANET ITSELF QUESTION HERE IS JUST OPERATIONAL ABILITY IN THE SHORT TERM, I REALLY DO MATTER VISIBILITY IN THE LONG-TERM AND I THINK AMPHENOL IS WELL-POSITIONED FOR THAT AS WELL. >> TO A SIMPLE APH LIKE ROOF DAY A SOFTWARE A SERVICE TALK OF THOSE GUYS HAVE BEEN RINGER AND IS ACTUALLY DOWN, 20 PERCENT OF THE PAST YEAR AND THAT APOCALYPSE YOU KNOW THE FEARS YOU KNOW YOU ARE NOT SCARED. >> WELCOME WILL BE STARTED TO RECOMMEND THIS IF HUMANS AGO AND IT WAS EVEN WORSE EXACTLY HOW TO GET YOUR LAST YEAR FEW MONTHS, TODAY YOU KNOW IF YOU COMPARE THE VALUATION TO EXPECTED GROWTH RATES, HE LOOKS REASONABLY WELL PLACE FOR US AND WE THINK THAT THIS IS FURTHER WILL BE TO MONETIZE AI RATHER THAN BE DISRUPTED FROM FIGHT AI IN THIS BUSINESS AT THE MOMENT ALSO INCLUDES THAT A LOT OF MISSION-CRITICAL SOFTWARE SO WE JUST THINK THAT THOSE FEARS ARE

Comentários 0

Ainda não há comentários. Seja o primeiro a compartilhar sua opinião!