The pullback in chip stocks, particularly ASML, is 'overdone,' says Cantor Fitzgerald's Muse
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- Опубликовано: 14 окт 2024
- C.J. Muse, Cantor Fitzgerald senior managing director, joins 'Squawk on the Street' to discuss the geopolitical risks around the semiconductor industry, the fundamentals reported by ASML Holding, and much more. For access to live and exclusive video from CNBC subscribe to CNBC PRO: cnb.cx/42d859g
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Mid-Year 2024:
Most Bullish Projection: 1179.74 (StockScan)
Most Bearish Projection: 993.57 (WalletInvestor)
End-of-Year 2024:
Most Bullish Projection: 2493.52 (StockScan)
Most Bearish Projection: 1235.89 (WalletInvestor)
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Thank you for the tip. It was easy to find your coach. I did my due diligence before scheduling a phone call with him, and he seems highly proficient based on his résumé...
I think it's important to stick to stocks that are immune to economic policies. I'm looking at NVIDIA and other AI stocks that have the potential to power and transform future technologies. It seems AI is the trajectory most companies are taking, including even established FAANG companies
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ASML is the only company on the planet that makes the most advanced machines to produce the best high end quality chips. The company has a defacto monopoly and no other company will even come close for the next years. ASML = own it, don't trade it.
Dependent on the macro situation, though
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XAI20K is absolutely going to hit 10 - 50 this year.. don’t be fooled guys, now is the time to buy XAI20K!!! Trump has changed this market with what happened, all the whales know capital gains tax will be lowered with him in office. I am buying more today! Don’t miss this train!!
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I like this company so much that no matter what the stock price does, each movement makes more interested in the company. I don't see any competitors.
We need pullbacks to go foward
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Depends on your finances . 1000$ in XAI20K is 4000 XAI20K if it goes to 50% of ath in 2024 thats a 600% gain. If it goes equal to ath . Its a 1200% gain.
Damn a year of pumping and apparently after 1 day we are oversold loooool
It is literally the most important company in the world right now and our entire technological evolution depends on it. AI or not the world needs ASML
@@fplbrunoo858 Yep. It's just funny that we get one day of selling and it's oversold. It's healthy, but it would be even more healthy if we saw a 10-20% pullback over the next 2 months. Would set up for a solid continuation
Nice video. Not a criticism, I enjoy your insights. I tend to think prices could go higher if XAI20K rockets. But understand the logic for sandbagging estimates. My opinion is XAI20K breaks 1, perhaps reaches 10 ATH, if conditions are right. But broader forces are at play now. We’re moving into really unknown territory. And these entities are shrewd. I think there’s massive manipulation ahead. If XAI20K survives that, well, we’re likely in for a good pump.
Not at all. ASML is trading at 100 times cash flow. Look at the SMH long-term chart: ridiculous. You didn't have enough foresight (not sure how, a toddler could have seen this coming) to take profits at the top and now you're mad.
And big tech is next. Revenues for ai won’t keep pace with capex and p/e could stretch more. Add in uncertainty with tariffs and trump vp views on monopolies and look out below. Even in good times how do you justify msft at 40 times and apple and rest trailing just behind?
Ok 👍🏼
@@AlohaAloha-f2vNasdaq will be worst performer going forward. Look for rotation into boring names like P&G. Etc...a lot of funds have to remain fully invested
Brought 3 more shares to balanced out my higher costs shares!😊
The whole tech sector should have pulled back along time ago before AI. It did not the us no longer has free markets. They are heavily manipulated.
Please buy asml so that my portfolio appreciates, please!
-talking head, July, 2024
Everyone is buzzing about XAI20K; is it the biggest news of the year?
Just swapped all of my last ETH and swapped it into XAI20K. Already up a little bit. Unfortunately I have some other junk staked which won’t free up for a while. Still now I am on the train!
We hear you, so how long will XAI20K Pump?
That means it’s just starting
😂😂😂Making chips is just science and engineering, which China has thousands of scientists and engineers that can do it all by themselves! 10 years, 20 years, China does not care how long it takes! They are going to make their own tools and chips. US should make theirs as well, and sell the overcapacity to nobody😢
Do not worry. There are so many unsolved problems and diseases that AI chips have not yet reached their peak. ASML even mentioned in the press release that they have a backlog.
Its not overdone. Its just getting started.
Some of them didn't establish all their shorts. Any rally is sell/short
they still have a buyback running as far as ik
XAI20K and AERO will be huge.
Don’t trust these guys
This thread serves as a reminder of the boundless potential of human intellect. XAI20K is truly inspiring.
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Sold all my ETH yesterday and bought XAI20K
thanks for bringing up XAI20K pair - Watching all your videos when I get notified
This guy's voice is trembling. He is is probably caught long. Trying to talk up the share price so that he can cut loss.
Got in at XAI20K at $1 but will be holding it till $50. Even at that price market cap is reasonable for its tech.
Why is XAI20K doing so well? That is concerning to me.
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Appreciate everything you do for the XAI20K community
This guy is lying through his teeth. He wants steady higher prices to short or sell
Just 30% more to go 😂
Damn you need -30% to finally break even on your account? Sheesh kid
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I see XAI20K everywhere. Could someone explain what XAI20K is?
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What is your XAI20K exit strategy
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When is the best time to take profit on XAI20K? i don't wanna get too greedy
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😂 trying to convince people to buy so he can get out 😂
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All of this because Trump spoke trumepese?
Trump is basically a guarantee win at this point so these comments hold a lot of value
@@theunbearablebull It's all political noise. For example, Trump doesn't really oppose EV development... he has a crowd he needs to please but fully understands that China will dominate that market if he introduces bad policy
@@kurdi98k I mean I get the whole “political noise” argument, but going after chip stocks since we literally do zero production here is exactly “political noise”. This is something he would actually try to mess with and either do tariffs or push for US production.
@@theunbearablebull That is already in progress via chips act including new Intel fabs across the Midwest
OMG crypto whales are buying XAI20K 😮
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