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The runway is ‘massive’ for this tech stock, expert says

The runway is ‘massive’ for this tech stock, expert says

Fox Business Clips
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  1. 01 GOOGL NASDAQ COMPRAR +3,41%
    Entrada $319,74 26 jul 2026
    Atual $330,65 09 set 2026
    Resultado +$10,91
    vs. índice +0,2% SPY +3,2% no mesmo período

    Citar esta recomendação Ver vídeo original * †

    Contexto da transcrição original
    …UMBERS GOOGLE IS REPORTING, 36% OFFERING MERCHANTS AND THIS IS THE TIME THEY CONTINUE TO RAISE AND PEOPLE ARGUE WHERE IS THE MONEY GOING TO ASK ARE THEY RAISING 15 MILLION EVERY THREE MONTHS? DID YOU SEE WHAT THEIR CLOUD BUSINESS PRODUCED? THIS IS A COMPANY TRULY EVOLVING PRIMARILY DEPEND ON ADVERTISING TO ONE THAT HAS TO MAJOR PROFIT ENGINES THE AI STRATEGIST IS CLEARLY WORKING IN THE NEAR-TERM FINANCIAL BURDEN, THAT'S FINE BECAUSE IT'S GOING TO SOMETHING DRASTICALLY BIGGER AND IT WILL CLEAR WINNER OF THE AI ECONOMY. >> GOING BACK TO AMAZON MUCH OFFICIALS REWROTE THE RULES, THEY BEAT UP THE START LIKE CRAZY, HE'S LIKE I'M DOING SOMETHING LIKE TO VISIT IN THE END PEOPLE WHO BOUGHT AMAZON WEAKNESS HAVE BUILT UP MERCHANT. INTEL, REPORT AFTER THE ABOUT, ST…

    THIS IS A COMPANY TRULY EVOLVING PRIMARILY DEPEND ON ADVERTISING TO ONE THAT HAS TO MAJOR PROFIT ENGINES THE AI STRATEGIST IS CLEARLY WORKING IN THE NEAR-TERM FINANCIAL BURDEN, THAT'S FINE BECAUSE IT'S GOING TO SOMETHING DRASTICALLY BIGGER AND IT WILL CLEAR WINNER OF THE AI ECONOMY.

  2. 02 AMZN NASDAQ COMPRAR +8,74%
    Entrada $232,11 26 jul 2026
    Atual $252,40 09 set 2026
    Resultado +$20,29
    vs. índice +5,6% SPY +3,2% no mesmo período

    Citar esta recomendação Ver vídeo original * †

    Contexto da transcrição original
    …ND ON ADVERTISING TO ONE THAT HAS TO MAJOR PROFIT ENGINES THE AI STRATEGIST IS CLEARLY WORKING IN THE NEAR-TERM FINANCIAL BURDEN, THAT'S FINE BECAUSE IT'S GOING TO SOMETHING DRASTICALLY BIGGER AND IT WILL CLEAR WINNER OF THE AI ECONOMY. >> GOING BACK TO AMAZON MUCH OFFICIALS REWROTE THE RULES, THEY BEAT UP THE START LIKE CRAZY, HE'S LIKE I'M DOING SOMETHING LIKE TO VISIT IN THE END PEOPLE WHO BOUGHT AMAZON WEAKNESS HAVE BUILT UP MERCHANT. INTEL, REPORT AFTER THE ABOUT, STOCKS UP AND SHAKING IN ONE 75 BUCKS AND THE NEXT DAY, IT'S UP FIVE BUCKS, WHAT'S GOING ON? >> I THINK THERE IS CLEAR DISLOCATION ON THE AI TRADE, NAMES LIKE NVIDIA UNDER MARKET VALUE AND MICRON VALUED AT SI…

    GOING BACK TO AMAZON MUCH OFFICIALS REWROTE THE RULES, THEY BEAT UP THE START LIKE CRAZY, HE'S LIKE I'M DOING SOMETHING LIKE TO VISIT IN THE END PEOPLE WHO BOUGHT AMAZON WEAKNESS HAVE BUILT UP MERCHANT.

    Contexto extraído por IA "GOING BACK TO AMAZON ... PEOPLE WHO BOUGHT AMAZON WEAKNESS HAVE BUILT UP MERCHANT."

  3. 03 INTC NASDAQ COMPRAR +15,08%
    Entrada $92,32 26 jul 2026
    Atual $106,24 09 set 2026
    Resultado +$13,92
    vs. índice +11,9% SPY +3,2% no mesmo período

    Citar esta recomendação Ver vídeo original * †

    Contexto da transcrição original
    …0 TIMES SO THAT'S CLEARLY TELLING THE MARKET SAYING IT WILL LAST TO THE DECADE SO IT'S CATCHING WHEN THE OTHER NAMES LIKE NVIDIA AND GOOGLE, MICRON, THEY ARE PRICED LIKE THERE IS PEAK SPENDING SO INTEL WILL HAVE A HARD HIGH BAR TO PRODUCE, I DON'T THINK IT WILL PRODUCE WHAT THE MARKET WANTS WHICH MIGHT CREATE AN OPPORTUNITY TO GET IN TEN OR 15% LOWER. >> LET'S TALK ABOUT MICRON, THE SPENDING. SOMETIME, WHEN YOU THINK IT SHOULD BE REFLECTED? THE MARKET WILL PEAK BEFORE THE SPENDING PEAKS, IS THERE A TIMEFRAME, SIX MONTHS, A YEAR OR TWO YEARS? SOME OF THE COMPANIES HAVE TWO OR THREE YEAR …

    I DON'T THINK IT WILL PRODUCE WHAT THE MARKET WANTS WHICH MIGHT CREATE AN OPPORTUNITY TO GET IN TEN OR 15% LOWER.

    Contexto extraído por IA "... WHICH MIGHT CREATE AN OPPORTUNITY TO GET IN TEN OR 15% LOWER."

  4. 04 NVDA NASDAQ COMPRAR +8,14%
    Entrada $206,84 26 jul 2026
    Atual $223,67 09 set 2026
    Resultado +$16,83
    vs. índice +5,0% SPY +3,2% no mesmo período

    Citar esta recomendação Ver vídeo original * †

    Contexto da transcrição original
    …ND PEOPLE WHO BOUGHT AMAZON WEAKNESS HAVE BUILT UP MERCHANT. INTEL, REPORT AFTER THE ABOUT, STOCKS UP AND SHAKING IN ONE 75 BUCKS AND THE NEXT DAY, IT'S UP FIVE BUCKS, WHAT'S GOING ON? >> I THINK THERE IS CLEAR DISLOCATION ON THE AI TRADE, NAMES LIKE NVIDIA UNDER MARKET VALUE AND MICRON VALUED AT SIX TIMES EARNINGS AND UNTIL TRADED OVER 100 TIMES SO THAT'S CLEARLY TELLING THE MARKET SAYING IT WILL LAST TO THE DECADE SO IT'S CATCHING WHEN THE OTHER NAMES LIKE NVIDIA AND GOOGLE, MICRON, THEY ARE PRICED LIKE THERE IS PEAK SPENDING SO INTEL WILL HAVE A HARD HIGH BAR TO PRODUCE, I DON'T THINK IT WILL PRODUCE WHAT THE MARKET WANTS WHICH MIGHT CREATE AN OPPO…

    NAMES LIKE NVIDIA UNDER MARKET VALUE AND MICRON VALUED AT SIX TIMES EARNINGS AND UNTIL TRADED OVER 100 TIMES SO THAT'S CLEARLY TELLING THE MARKET SAYING IT WILL LAST TO THE DECADE

    Contexto extraído por IA "NAMES LIKE NVIDIA UNDER MARKET VALUE ..."

  5. 05 MU NASDAQ COMPRAR +11,60%
    Entrada $920,95 26 jul 2026
    Atual $1.027,77 09 set 2026
    Resultado +$106,82
    vs. índice +8,4% SPY +3,2% no mesmo período

    Citar esta recomendação Ver vídeo original * †

    Contexto da transcrição original
    … YEARS? SOME OF THE COMPANIES HAVE TWO OR THREE YEAR VISIBILITY. >> A MINIMUM 2028. I THINK WE HAVE TWO YEARS CONTINUOUS PRICING POWER AND MEMORY SUPPLIERS, IF THE WILL BE 85% MARGINS WE CLEARLY SEE EVEN GOOGLE, 190 GIGABYTES OF EACH CHIP. THAT'S SHOWING HOW MUCH PREMIUM MEMORY WILL BE REQUIRED ACROSS EVERY ONE OF THESE AND THAT COMBINED WITH BILLIONS OF TOKENS EVERY MINUTE THEY ARE PRODUCING TO SERVE THESE MODELS, IT CREATES HUGE OPPORTUNITY FOR SUPPLIERS AND MICRON HAS PROBABLY THE LEAST AMOUNT, BUT THE RATE OF CHANGE IN THAT PART OF THE BUSINESS WILL BE EXPONENTIAL AND CAUSE RATING STOCK BECAUSE SMALLER BASE IN THE MORE AND MORE IT GETS, THE BETTER FUNDAMENTALS BECOME. >> CORE WE'VE PUT OUT A CHART THIS MORNING AND THE DEMANAND IT WILL CREATE AND OF COURSE RIGHT AFTER THE EARNINGS LAST NIGHT WAS GOOGLE NEVYAS WENT THROUGH THE ROOF. THIS, UNLIKE GANGBUSTERS, HOW MUCH MORE UPSIDE DO YOU THINK? >> NEVYAS IS…

    THAT'S SHOWING HOW MUCH PREMIUM MEMORY WILL BE REQUIRED ACROSS EVERY ONE OF THESE AND THAT COMBINED WITH BILLIONS OF TOKENS EVERY MINUTE THEY ARE PRODUCING TO SERVE THESE MODELS, IT CREATES HUGE OPPORTUNITY FOR SUPPLIERS AND MICRON HAS PROBABLY THE LEAST AMOUNT, BUT THE RATE OF CHANGE IN THAT PART OF THE BUSINESS WILL BE EXPONENTIAL AND CAUSE RATING STOCK BECAUSE SMALLER BASE IN THE MORE AND MORE IT GETS, THE BETTER FUNDAMENTALS BECOME.

    Contexto extraído por IA "... HUGE OPPORTUNITY FOR SUPPLIERS AND MICRON HAS PROBABLY THE LEAST AMOUNT ..."

Transcrição Completa
BEEN TALKING ABOUT THIS, BUT DO YOU KNOW GOOGLE IS STUMBLING TOWARD SECOND BEAR MARKET THIS YEAR? THE COMPANY INVESTMENTS ARE PUTTING FOLKS OFF BUT IT'S BEEN BROUGHT UP THROUGHOUT THE SHOW THAT THIS IS A LOT OF MONEY THEY'RE SPENDING OUR INVESTING IN ITS FEELING GENERATIONAL WEALTH FOR A LOT OF SMALLER NAMES, WE CAN BRING THE LAST FEW YEARS KILLING. MY NEXT GUEST IS ONE OF THESE GUYS, HE POINTS OUT, EVEN THOUGH IS THE MOST PROFITABLE COMPANY IN THE WORLD SOME MAY SAY WHY IS IT IN A FREE FALL? CHIEF MARKET STRATEGIST, I SERVED A LOT OF TIME IN THIS SHOW ON GOOGLE, I WANT TO GET TO THE OPPORTUNITIES, ARE YOU A BUYER? >> , REALLY DIFFICULT TO IGNORE VIDEOGAME LIKE NUMBERS GOOGLE IS REPORTING, 36% OFFERING MERCHANTS AND THIS IS THE TIME THEY CONTINUE TO RAISE AND PEOPLE ARGUE WHERE IS THE MONEY GOING TO ASK ARE THEY RAISING 15 MILLION EVERY THREE MONTHS? DID YOU SEE WHAT THEIR CLOUD BUSINESS PRODUCED? THIS IS A COMPANY TRULY EVOLVING PRIMARILY DEPEND ON ADVERTISING TO ONE THAT HAS TO MAJOR PROFIT ENGINES THE AI STRATEGIST IS CLEARLY WORKING IN THE NEAR-TERM FINANCIAL BURDEN, THAT'S FINE BECAUSE IT'S GOING TO SOMETHING DRASTICALLY BIGGER AND IT WILL CLEAR WINNER OF THE AI ECONOMY. >> GOING BACK TO AMAZON MUCH OFFICIALS REWROTE THE RULES, THEY BEAT UP THE START LIKE CRAZY, HE'S LIKE I'M DOING SOMETHING LIKE TO VISIT IN THE END PEOPLE WHO BOUGHT AMAZON WEAKNESS HAVE BUILT UP MERCHANT. INTEL, REPORT AFTER THE ABOUT, STOCKS UP AND SHAKING IN ONE 75 BUCKS AND THE NEXT DAY, IT'S UP FIVE BUCKS, WHAT'S GOING ON? >> I THINK THERE IS CLEAR DISLOCATION ON THE AI TRADE, NAMES LIKE NVIDIA UNDER MARKET VALUE AND MICRON VALUED AT SIX TIMES EARNINGS AND UNTIL TRADED OVER 100 TIMES SO THAT'S CLEARLY TELLING THE MARKET SAYING IT WILL LAST TO THE DECADE SO IT'S CATCHING WHEN THE OTHER NAMES LIKE NVIDIA AND GOOGLE, MICRON, THEY ARE PRICED LIKE THERE IS PEAK SPENDING SO INTEL WILL HAVE A HARD HIGH BAR TO PRODUCE, I DON'T THINK IT WILL PRODUCE WHAT THE MARKET WANTS WHICH MIGHT CREATE AN OPPORTUNITY TO GET IN TEN OR 15% LOWER. >> LET'S TALK ABOUT MICRON, THE SPENDING. SOMETIME, WHEN YOU THINK IT SHOULD BE REFLECTED? THE MARKET WILL PEAK BEFORE THE SPENDING PEAKS, IS THERE A TIMEFRAME, SIX MONTHS, A YEAR OR TWO YEARS? SOME OF THE COMPANIES HAVE TWO OR THREE YEAR VISIBILITY. >> A MINIMUM 2028. I THINK WE HAVE TWO YEARS CONTINUOUS PRICING POWER AND MEMORY SUPPLIERS, IF THE WILL BE 85% MARGINS WE CLEARLY SEE EVEN GOOGLE, 190 GIGABYTES OF EACH CHIP. THAT'S SHOWING HOW MUCH PREMIUM MEMORY WILL BE REQUIRED ACROSS EVERY ONE OF THESE AND THAT COMBINED WITH BILLIONS OF TOKENS EVERY MINUTE THEY ARE PRODUCING TO SERVE THESE MODELS, IT CREATES HUGE OPPORTUNITY FOR SUPPLIERS AND MICRON HAS PROBABLY THE LEAST AMOUNT, BUT THE RATE OF CHANGE IN THAT PART OF THE BUSINESS WILL BE EXPONENTIAL AND CAUSE RATING STOCK BECAUSE SMALLER BASE IN THE MORE AND MORE IT GETS, THE BETTER FUNDAMENTALS BECOME. >> CORE WE'VE PUT OUT A CHART THIS MORNING AND THE DEMANAND IT WILL CREATE AND OF COURSE RIGHT AFTER THE EARNINGS LAST NIGHT WAS GOOGLE NEVYAS WENT THROUGH THE ROOF. THIS, UNLIKE GANGBUSTERS, HOW MUCH MORE UPSIDE DO YOU THINK? >> NEVYAS IS PROBABLY THE HIGHEST OF WHAT GOOGLE COMMUNICATED YESTERDAY BECAUSE THE THIRD-PARTY CAPACITY AS A TEMPORARY BRIDGE. THAT'S EXACTLY WHAT THEY ARE DOING, IT PROVIDES IMMEDIATE POST BACK AI AND PROTECTION TO CUSTOMERS, I CAN'T WAIT TO CONSTRUCT MORE DATA CENTERS SO I THINK THE RUNWAY IS MASSIVE AND POSITIONED IN THIS ENVIRONMENT AND THEY'VE ALREADY SET FOR FIVE CUSTOMERS PERFORMING FOR EVERY THREE OR FOUR ONLINE. THAT'S THE BALANCE OF SUPPLY AND DEMAND, AND PERFECTLY POSITIONED TO CAPITALIZE ON THOSE RIGHT NOW. >> PEOPLE HAVE BEEN BUYING THESE ON WEAKNESS AND IT

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