Microsoft's capex increase for AI infrastructure is not a surprise, says Deepwater's Gene Munster

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  • Опубликовано: 24 апр 2024
  • Gene Munster, Deepwater, joins 'Fast Money' to talk Big Tech earnings including Microsoft and Google.

Комментарии • 83

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  • @JaneGallagher-ur9jp
    @JaneGallagher-ur9jp 6 дней назад +115

    I agree that many people are considering NVDA as the "Stock of the year." However, I'm curious about which stocks could potentially become the next META in terms of growth over the next decade. I've allocated $200k for investment, aiming to retire comfortably.

    • @EmilyConor-wo5jj
      @EmilyConor-wo5jj 6 дней назад

      I think the next big thing will be A.I. For enduring growth akin to META, it's vital to avoid impulsive decisions driven by short-term fluctuations. Prioritize patience and a long-term perspective most importantly consider financial advisory for informed buying and selling decisions.

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  • @jerrylim2282
    @jerrylim2282 11 дней назад +7

    I think MTEA got robbed / snubbed despite good Q1 earning report and increase investment spending like Google is doing.

    • @deuce5243
      @deuce5243 11 дней назад +2

      Buy buy meta

    • @angrybrit129
      @angrybrit129 10 дней назад

      Meta is overbought it had no room to rise irrespective of the quarter results

    • @GreatSharkHunt1997-nt9pw
      @GreatSharkHunt1997-nt9pw 10 дней назад

      @@angrybrit129 Well, META is nearly oversold now w/ a 14-day RSI of 31 and
      a stochastic at 23. About 50 below the 50-day too.

    • @angrybrit129
      @angrybrit129 10 дней назад

      @@GreatSharkHunt1997-nt9pw I'm actively shorting meta still and netflix

  • @lamarbell4522
    @lamarbell4522 10 дней назад +1

    I watched the video thinking it was about Microsoft - because the title says MICROSOFT - and it was 95% Google. Thanks for wasting my time.

  • @darrenhere5856
    @darrenhere5856 11 дней назад +6

    man all this capex is good for semis...

    • @MatthewMS.
      @MatthewMS. 11 дней назад +2

      Just Nvidia.

    • @darrenhere5856
      @darrenhere5856 11 дней назад

      @@MatthewMS. NVDA AVGO and AMD are all beneficiaries of AI tailwinds.

    • @diamondlion47
      @diamondlion47 10 дней назад +1

      AMD and Nvidia, a big server refresh means CPU's as well. Also, MI350x looking like it might be more competitive and sooner than people realize. If the Samsung purchase rumor is true AMD will fly.

    • @alexng4
      @alexng4 10 дней назад +1

      @@diamondlion47 AMD is the one dollar store version of Nvidia..

    • @darrendent8288
      @darrendent8288 10 дней назад

      @@MatthewMS.TSMC and AVGO as well 👀

  • @jonhart-dj7fn
    @jonhart-dj7fn 11 дней назад

    Who's they doing? ... lmfao

  • @jonhart-dj7fn
    @jonhart-dj7fn 11 дней назад +1

    Lolol look at his face...( Crapped his pants) Lmfao

  • @jonhart-dj7fn
    @jonhart-dj7fn 11 дней назад

    Got love .. repentance time soon

  • @knt3219
    @knt3219 11 дней назад

    Alphabet Or Microsoft Or Both . Mr. Gene Munster ☝️ ✅ And I Have No Comment , Sir. And Some How You Always Have That Apple With You As I Have Expected. Mr. Gene Munster Thanks For Sharing Your View Openly And Honest For All To Learn. There Is $$$$ For All Investors As U.S. 🇺🇸 Economy Forwards. Sincerely ❤️❤️❤️, KNT.

  • @sonisaurabh19
    @sonisaurabh19 10 дней назад

    Why do they bring this liar on?

  • @vinaygrover9303
    @vinaygrover9303 11 дней назад +2

    Hate Gene, seriously
    Negative vibes

  • @hangender
    @hangender 11 дней назад +1

    So its ok for Microsoft to spend on ai but not meta.
    Lawl boomer logic

    • @danaxa3550
      @danaxa3550 11 дней назад +4

      Care to read the actual press release? Meta yesterday guided down their revenue expectstion while Alphabet and Microsoft are guiding accelerating top and bottom line

    • @hangender
      @hangender 11 дней назад +1

      @@danaxa3550 care to explain to me how the guide translate into 15%+ drop?

    • @danaxa3550
      @danaxa3550 11 дней назад +3

      @@hangender don’t know what’s there to explain. Meta stock is up +100% YOY even after today, but guided revenue more than half a billion below expectation, of course it’s going to plunge

    • @briantep458
      @briantep458 11 дней назад

      it just depends on valuations, plus MSFT revenues TTM were 227 billion versus META 130 billion

    • @angrybrit129
      @angrybrit129 10 дней назад

      Meta was over bought had no room to go higher