Bernstein's Stacy Rasgon previews Intel shares ahead of earnings
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- Опубликовано: 24 апр 2024
- Stacy Rasgon, Bernstein Research, joins 'Closing Bell' to discus two big semiconductor stocks Nvidia and Intel, which reports its earnings after the bell.
I feel investors should be focusing on under-the-radar stocks, and considering the current rollercoaster nature of the stock market, Because 35% of my $270k portfolio comprises of plummeting stocks which were once revered and i don't know where to go here out of devastation.
Safest approach i feel to tackle it is to diversify investments. By spreading investments across different asset classes, like bonds, real estate, and international stocks, they can reduce the impact of a market meltdown. its important to seek the guidance of an expert.
A lot of folks downplay the role of advlsors until being burnt by their own emotions. I remember couple summers back, after my lengthy divorce, I needed a good boost to help my business stay afloat, hence I researched for licensed advisors and came across someone of utmost qualifications. She's helped grow my reserve notwithstanding inflation, from $275k to $850K.
This is definitely considerable! think you could suggest any professional/advisors i can get on the phone with? I'm in dire need of proper portfolio allocation.
I really don't like making such recommendations, because everybody's situation is unique. But there are many freelance advisors you could check out. We have been working with Anagela Lynn Shilling, and she's really, really good. If she meets your discretion, then you could go ahead with her. I endorse her.
Thanks a lot for this suggestion. I needed a lot, I looked her up, and I have sent her an email. I hope she gets back to me soon.
I heard an interview with Jensen Huang in which he said that every morning, even now, he wakes up with a deep fear for Nvidia's future. I guess Pat has no such fear. After all, when you are a national security you know that even if you go bankrupt they will bail you out.
A company with no existential fear cant thrive.
Even when Intel goes up it still goes down.
Great to see Stacy getting to ask questions
Gaudi 3 = no acelerator? where was him all this time?
Gaudi 3 = Garbage inside
Intel should Split Fab/Processor..
Intel please seriously conduct share buyback.
There is no better time then now to do share buyback because of the current share price.
With your many great AI projects, the company will be worth many more times than now.
Market is myopic. If they do not buy your idea, show us that you buy it.
Alphabet, Microsoft and Intel all reported earnings on the same day, and to no surprise Intel once again was a disappointment,
Same news EVERY Quarter - blah blah . . . Intel Reports Loss Despite . . . blah blah blah blah. SICKENING !
Lost money? Intel cleared $.18/share vs losing 4 cents/share same Qtr a year ago. Intel is soendi g $100 Billion on CAPEX between '21 and '29 to 1) reduce offshore mfg risk (ie an invasion of Taiwan by the CCP) and 2) dramtically increasing semiconductor capacity for the West...this is a US Country & Govt Strategic investment for our economy and National Defense. Quit whining about short term stock price when Strategic imperatives are occuring.....and thier financials are already slowly improving to boot......Intel will surpass TSMC in wafer fab node technogy leadership in Q4 of THIS year (5 nodes in 4 years has never been done....not even close, bit I tel will do it in Q4). Intel is a long term good investment and Rasgone is a known Intel hater - don't know why, but he has always been one).
he will be proven wrong on AMD, when they report next week NVDA simply cannot fill every order for AI. TAM is the reason AMD's stock will go up alongside NVDA
@@kathrynrogers989 WHATEVR !
BLA BLA BLA !
dumped again, trash company
NVIDIA trash company too
this guy has a price target of $145 on TXN, and they were up 11% to $177 after earnings on Tuesday, and they have alot of china exposure and no AI tailwind... his price target on AMD is $140, and they have huge AI tailwind, so we should be on good shape with AMD and NVDA
I'm buying more shares, please sell your positions ASAP
You're going to wait 5 years for them to turn around their business? AI will have already been commoditized 😆
What a clown analyst. Having intc as a buy at 42 and keeping price target of AMD at 140?
Absolute clown.
i hope his TXN call plays out the same way with AMD... TXN rips higher after earnings with no AI tailwind..