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

Recommandations

L'entrée est le cours de clôture de l'actif à la date de publication. Le cours actuel est la dernière clôture enregistrée.

1. 01 GOOGL NASDAQ ACHETER +3,41%
   Entrée $319,74 26 juil 2026

   Actuel $330,65 09 sept 2026

   Résultat +$10,91

   vs. indice +0,2% SPY +3,2% sur la même période

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   Contexte de la transcription source

   …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.

   Aller

2. 02 AMZN NASDAQ ACHETER +8,74%
   Entrée $232,11 26 juil 2026

   Actuel $252,40 09 sept 2026

   Résultat +$20,29

   vs. indice +5,6% SPY +3,2% sur la même période

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   Contexte de la transcription source

   …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.

   Aller

   Contexte extrait par IA "GOING BACK TO AMAZON ... PEOPLE WHO BOUGHT AMAZON WEAKNESS HAVE BUILT UP MERCHANT."

3. 03 INTC NASDAQ ACHETER +15,08%
   Entrée $92,32 26 juil 2026

   Actuel $106,24 09 sept 2026

   Résultat +$13,92

   vs. indice +11,9% SPY +3,2% sur la même période

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   Contexte de la transcription source

   …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.

   Aller

   Contexte extrait par IA "... WHICH MIGHT CREATE AN OPPORTUNITY TO GET IN TEN OR 15% LOWER."

4. 04 NVDA NASDAQ ACHETER +8,14%
   Entrée $206,84 26 juil 2026

   Actuel $223,67 09 sept 2026

   Résultat +$16,83

   vs. indice +5,0% SPY +3,2% sur la même période

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   Contexte de la transcription source

   …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

   Aller

   Contexte extrait par IA "NAMES LIKE NVIDIA UNDER MARKET VALUE ..."

5. 05 MU NASDAQ ACHETER +11,60%
   Entrée $920,95 26 juil 2026

   Actuel $1 027,77 09 sept 2026

   Résultat +$106,82

   vs. indice +8,4% SPY +3,2% sur la même période

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   Contexte de la transcription source

   … 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.

   Aller

   Contexte extrait par IA "... HUGE OPPORTUNITY FOR SUPPLIERS AND MICRON HAS PROBABLY THE LEAST AMOUNT ..."