Deepwater's Gene Munster says today was 'underwhelming' for Microsoft

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  • Опубликовано: 20 май 2024
  • Gene Munster, Deepwater Asset Management managing partner, joins 'Closing Bell' to discuss the AI trade and Microsoft's tech event.

Комментарии • 17

  • @marcus3of5
    @marcus3of5 12 дней назад +10

    The way I see it some of these guys have such large holdings in Google and Apple they need things to stay status quo. Microsoft advancing as fast as they are it's unsettling.

  • @jrmayberry3536
    @jrmayberry3536 12 дней назад +1

    Microsoft isn't stupid. They see the OpenAI drama. They will do things to mitigate the risk.

  • @klwback
    @klwback 12 дней назад +3

    where is Apples AI strategy. You just said its going to be with OpenAI which is owned by Microsoft. How is that not a strategy that benefits Microsoft.

  • @MatthewMS.
    @MatthewMS. 12 дней назад

    Also the Opan AI team is like this giant soap opera and Sam Altman seems like a satire theatre kid sell me this pen 🖊️ vibes? I don’t know.

  • @ronsilva7394
    @ronsilva7394 12 дней назад +4

    This guy will talk it up while selling his positions .

    • @MatthewMS.
      @MatthewMS. 12 дней назад

      Yeah ok it’s all a giant conspiracy

  • @MatthewMS.
    @MatthewMS. 12 дней назад +3

    Yeah a “AI PC” not feeling that, I like it on my phone, for personal use… and the “Intel and AMD” chip usage jumped out. Not feeling it. I am rethinking MSFT from that.

  • @mmercato7174
    @mmercato7174 12 дней назад +1

    Intel and AMD are cheaper Than Nvda !

    • @frederickgivens1569
      @frederickgivens1569 12 дней назад +3

      cheaper for a reason

    • @lisbethsalander1723
      @lisbethsalander1723 12 дней назад +2

      AMD is not cheaper.

    • @calvinj5639
      @calvinj5639 12 дней назад

      If you think you know something that the overall markets don't (buying AMD&Intel since it's "cheaper") then maybe what you "know" is nothing at all

    • @calvinj5639
      @calvinj5639 12 дней назад

      @@lisbethsalander1723 Exactly. These are the same type of people that say they will sell now so they can buy after a stock split at a "cheaper price"

    • @Joe-nj8py
      @Joe-nj8py 12 дней назад

      TSM