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by the way even I misunderstood Michael sas's statements on selling video on this the hyperscalers are actually the ones who might be overly combative you know these companies aside from Apple maybe too much you're talking about the JP Morgan strategist I am aware that he wrote last week but was questioning and stated the emperor had few clothing which was devastating in some respects I raised this idea from the very beginning of the event and it was being questioned will they want to retaliate again as our viewers are aware we return to the same themes as often as necessary since they are the most crucial ones in the market generative AI of course and the applications that will be used will we get a oh well well listen however this concept has existed for a while now ever since that Sequoia person really sent that message yes a long time ago simply stating this is the number that I'm coming up with and this is what you would need to see in terms of actually having a return that made sense for this number to ring the opening bell however I met with Jeff this morning who is the Fantastic CEO because it's metronics 75th birthday and Jeff mentioned colonoscopies which is one of the things he indicated that I believe is quite important he added that they have both a conventional version and an AI version additionally 50% of the malignant pops found by their AI version are not included in the ordinary version and metronic these somewhat isolated instances keep coming up asterisk science asterisk study asterisk nature asterisk yes asterisk science asterisk study discuss the topic of wait a second maybe we're mapping out all the ways that cancer could be caused the other week perhaps we simply don't have enough usage David I believe Jensen doy would say guys we've had this what since AA did that note if you were present no but there isn't a single person we speak to and I'm sure you are aware that we periodically speak to one another outside of this set who doesn't agree that this will be a game Cher isn't what they all say the same even though I haven't met one I believe that every CEO regardless of how long it takes what form it takes and who the beneficiaries are in the end makes reference to things like drug Discovery and how you'll be able to significantly reduce the time for a new drug and what that will mean in addition to what you mentioned with metronic and colonoscopies however Jim will investors essentially be in a wait and see attitude until we begin to see these consumer applications the customer doesn't appear to understand the value proposition of AI and nobody seems to believe in the consumer aipc as much as we believed why not to a certain extent I can enter chat GPT after all you can accomplish anything without a PC therefore I don't really need it I understand and if you want to return to the notion that we must be concerned about AI because everyone else is and I say this because David is there a point at which people are comfortable not selling viia did we make it today last week Nvidia was severely impacted the chart is deemed acceptable by some however Vidia is still the p and the Verdon David isn't that the smon World War I I always swap Wars you know you do I'm sure this is the situation with Getty Wars Nvidia has increased by 6% 12% and 3% it trades like GameStop did of course if you pay attention to the volume now David there are numerous zero day z30 choices available yes I am aware that the children enjoyed playing zero day all I can say is I wish I were Grandpa when they say oh grandpa just said yes they alternate between placing their Wagers on tonight's game in FanDuel why not not then I'm talking about the new the over onvia zero day choices you are therefore a total anachronism no one is affected by you in any way it's amazing and since I've only sit next to you David I'm not sure what it means to me I don't currently have Nvidia installed but I play daily fantasy here every day I started Cooper cup sakin Barkley and Richardson do you realize how amazing I am actually I didn't do that however David the truth is that Nvidia is unable to complete for NVIDIA the Long Knives are out by the way it seems like it doesn't matter when you purchase one because demand for them will well it should be now decrease however spending or SP will slow additionally we had excellent figures from Hawk tan and broadcom David people detested it it was despised Hawk also takes in the show he observes he watches the show is an Eagles fan holy cow where did people want to sell that that's all I have to say that deterioration was quite micr likee well it's not like that at all we must reiterate that over the past 12 months broadcom's stock has increased by 60% yes my trust was authorized and it was in the market cap Club of $800 billion or nearly $800 billion I believe you see it was similar to birkshire the 800 and 900 are not included now what they need you know why they say since they have it in fact you get 200 billion when you visit DraftKings it's called the it receives points isn't it you keep an eye on DraftKings to see where stocks are headed murderer I have no idea what you're discussing now let's talk about chips which are at the heart of the AI frenzy since its recent Peak the sesam vanic semi ETF has lost over 20% of its value if the AI boom is only getting started would you say that the market isn't a bare Market what can restart the chips and why are they performing so poorly those details belong to semam Modi the fact that utilities are beating the chips year-to-date and diversifying the trade has received a lot of attention lately isn't it Kelly indeed during the past month there has been a noticeable slowdown in the generative AI Marketplace you can see that stocks of companies like Nvidia AMD and broadcom these are the major players right that's specialize in the hardware and software that power the hyperscalers with their AI models are down at least 22% from their Peak values additionally High memory bandwidth names like Micron which has dropped almost 45% from its 52- we Peak and AI server Brands like super micro Dell and HP Enterprise are also under pressure in a letter to investors Jordan Klein of Maho stated that buy side enthusiasm in semiconductor companies had recently worked interest in software equities is rising and sentiment is deteriorating speaking of software over the last 2 months companies listed under the ticker igv have fared far better than chips thanks in part to Adobe which is scheduled to release its earnings later this week shares have outperformed as you can see however the cell side remains quite optimistic about the massive chip company NVIDIA Morgan Stanley maintained its overweight rating today Joseph Moore an analyst claims that worries about gross margins are exaggerated according to him macro risk and its possible influence on Capital expenditures pose a greater threat however Goldman's technology team thinks the market needs clarification on three things in order to really get the generative AI trade back in Action nvidia's 20126 financials additional proof that AI models can be made profitable and that caused can be covered men well I believe it's clear or I mean I'm not sure where you stand on this that the thrill and all of the upside if you want to call it a bubble or whatever you want to call it is beyond that point this year is it merely a sideways correction that's the only question for some of these more well-known names is there more to come totally really good earnings for the next 2 to 3 years have already been discounted after all look the Blackwell ship needs to perform the way it's done stated Nvidia in a very clear and concise manner it is experiencing production problems then there is the requirement as investors in semiconductors double ordering has been the largest thing we have to constantly keep an eye on for years yes exactly and it's Hogle apple and meta plac too many orders in case they didn't receive what they needed you breed things about the chips being in China and other parts of the world and then all of a sudden they all pull back together and say oh we don't really need these it's a fantastic chip then indeed
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