Tech rally shows AI infrastructure spending going faster for longer, says Deepwater's Gene Munster

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  • Опубликовано: 12 дек 2024

Комментарии • 10

  • @musiccreation1198
    @musiccreation1198 3 часа назад +2

    NVDA reports 94% growth goes down 8%. AVGO reports 65% growth, goes UP 23%. Irrational.

    • @muratshogenov9563
      @muratshogenov9563 3 часа назад

      Same with TESLA in the beginning of the 2024 year.

    • @nolanstephenson2599
      @nolanstephenson2599 3 часа назад +1

      It's not always the exact earning numbers that drive the price up or down. A lot of the time it's the company's future projections and what they think they will do into the next few quarters

    • @DSharpe-bo4us
      @DSharpe-bo4us 2 часа назад

      Because NVDA is priced to perfection already until another catalyst comes about. nvda has to CRUSH their earnings, not barely beat, even 5% beat isn't enough to make nvda move anymore.

    • @darrenhere5856
      @darrenhere5856 2 часа назад

      avgo was good report, but 26% ??? way over done....

    • @DSharpe-bo4us
      @DSharpe-bo4us Час назад

      @darrenhere5856 26% so it will correct 10%-15% possibly

  • @errjo
    @errjo 3 часа назад +2

    People aren't asking to AI. to them A.I. it's just an advanced version Siri or Google. what they really want is a foldable phone.

  • @Agent77X
    @Agent77X Час назад

    Apple looks its to becoming the king in AI too! 😊

  • @3monsterbeast
    @3monsterbeast 2 часа назад

    Apple shunned Nvidia a long time ago