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look I to me it's all about handholding Investors through this AI Revolution and I think we're looking in our opinion this is still only the second ending of the nining game and and everything we see from all of our spending is about the multiplier every dollar spent on Godfather a gen on those chips there's a 8 to $10 multiplier across the rest of tech which is why I continue to believe that tech stocks are going to be up 25% into next year and it's it's only 10 p.m.
in this AI party that goes to 4:00 a.m. right and you've been saying that for some time I think you may have moved us an hour later I'm not sure along the way it started up at 9:00 p.m. now it's 10 p.m. okay it's 10 p.m. um you know Dan there is this question as to are investors going to start to demand uh to see a real return from all the investment that's been made the hundreds of billions frankly that will have been invested and will be invested in the coming year as well by the hyperscalers for example do you think there that demand will be made and will it be met look that's that's been the big question I think we started to see that inflection point with the Messi of a paler because I think if you look at paler that was the first one in the use case that we start to now see these things play out across Enterprise then Salesforce that was a huge movement what we saw from Benny off in terms of that W quarter I actually think software is going to be the key I think the use cases are expanding across the boorder me we have used cases and Enterprises that we're talking to up 5x terms of deploying Ai and what I ultimately use cases even over the last 6 months and I think that is going to be the key as this all plays out look two trillion of cap backs AI cap backs next 3 years fighting that is going to be tough and that's what I continue to say the Bears can find AI in the spreadsheets I get it these companies have to execute but execution has been there now it's going to be about the rest of tech that's why we laid out those are the top 10 plays that we see for AI in 2025 um in terms of Enterprise AI in particular you think the two best software plays are paler and Salesforce what are some examples of software companies that you are more doubtful of their AI potential I think at Doby you'd have to be a little more doubtful in terms of you know what they can do I think obviously still a huge potential you know I think when you look at I think I bm's had a lot of success but to me it's really who the ones proving it out it's paler it's Salesforce I think it's mongod DB it's snowfake I think Oracle is having a huge Renaissance of growth and then you're also going to see with Khan Don at the FTC you are going to see m&a Skyrocket across Tech these big Tech players are going to get stronger and they're going to get bigger and I think that's going to be a huge theme that plays out across 2025 as a strong get stronger as the curtains begin to close on 2024 the stage is Ablaze with speculation in the stock market where two Titans Nvidia Corporation and meta platforms are making headlines Nvidia finds itself precariously balanced holding firm near its crucial 20-day averages hinting at a possible change in the winds meanwhile meta platforms is subtly preparing for what observers anticipate could be a significant rebound above its 50-day average these developments are causing a buzz among analysts and investors alike almost as if there's an electric anticipation in the air but the question remains What Lies Beneath the surface of these Dynamic shifts let's delve deeper into the intricate dance of these stocks explore what it means for potential investors and unveil the forces at play as 2024 races toward its finale welcome back everyone to invest ocracy Dan um just tell me why I shouldn't be concerned if I own paler that it trades at 5050 times sales and that the inside have been selling hundreds of millions of dollars worth of stock in the last 6 weeks and it's gone vertical and they keep trying to Goose it by getting into different index it just feels like a very promotional situation for an admittedly strongly positioned company that just seems like it's become a little bit of a cult yeah look look Mike I definitely a bull bear debate it's almost reach Tesla like sort of emotional bull bear debate on paler look to me it's really about it's not about in the next year in terms of what what this thing is trading at I view it as can pound Ander be the next Oracle the next Salesforce if if that's true and I believe that's true then then this is a name that goes much higher from here in terms of what you're talking about I think that's why you got to focus on AIP as they prove out this sort of Enterprise use cases and can this be something that expands to ultimately 30 40% of this overall Revenue I think that's the key but I don't get too caught up in some of the noise I just focus on all of our checks and that's why Palante look the haters they ha as a teenager as a stock despise as a senior citizen and I think this is a stock that has potential to be three digits and higher in examining the stock market landscape Nvidia corporation's technical analysis reveals fascinating patterns as per benzinga Pro Data the stock price which closed at $37.49 sits right on the edge of its 20-day exponential moving average displaying a delicate balance that can tip either way interestingly nvidia's price also lingers slightly below its 50-day simple moving average of $139.95 which hints at a possible area of resistance however it's position above the 200-day simple moving average of transitioning to meta platforms there's an apparent uptick in momentum as the stock rests above its 50-day simple moving average Monday's closing at $591 124 places it above the crucial moving averages signaling an upward Trend yet with a current price below the 20-day simple moving average of $695 investors are left waiting in suspense it's almost amusing to think that just when investors assume they've got a handle on things the stock market reminds them it's like a game of guess who filled with surprises and pivotal turns add to this mix The Whispers of an aid driven future and both stocks seem poised for a transformative Journe I think NASDAQ 25,000 a year from now is something that we're going to start talking about going into the end of next year early 26 yeah so much of this there it is the last line there so much of this depending on the the numbers are staggering we talk about them all the time quarter to quarter but you think AI capex is going to exceed a trillion doll why in 2025 I should say yeah why yeah it's everything we're seeing look that's that's why we travel the globe right trying to understand where the AI cap X is and what's happening in the market I think streets underestimate an AI cap X potentially by 30 to 40% and I think the biggest thing here is across the rest of attack that's why you have names like the Messi of AI pounder you have other use cas that are now starting to be in software sales force you know front and center and this is just the beginning it's get the popcorn out because the rest of tech now sees the benefit of the AI Revolution behind the scenes industry stalwarts like Jim Kramer are casting cautionary notes especially regarding Nvidia in a recent post Kramer highlighted a potential Market correction for the tech giant drawing upon its meteoric rise and a possible reversal that in his words could be vicious and fast compound this with nvidia's ongoing anti-rust investigation in China over ITS melanox Technologies acquisition and the plot thickens TF Securities analyst mingi quo Likens This legal hurdle to qualcomm's past struggles forecasting a likely drawn out resolution on the flip side optimism surrounds meta platforms JP Morgan recently raised its price Target to $725 supporting the projection with an overweight rating their anal is anticipates significant growth in the internet sector by 2025 fueled by a pivot towards AI applications the enthusiasm doesn't stop there truest Securities via yusf Scali also bumped meta's Target price to $700 based on solid growth indicators with both companies primed for significant AI investment the stakes are higher than evlthough Dan you know people are still now this morning looking at adobe's guide uh on the back of it oracle's guide Is there going to be some kind of pause or or chance to breathe you think in early 25 yeah car I think there's definitely chances to breathe but all when I look at sell offs and Oracle sell offs in Adobe I think you you buy these dips because it's where I see the is going over the next 12 18 24 months because what we ultimately how we view this all playing out is the use cases are now front and center and the street will sell these off near-term just like we've seen other names sold off over the last year whether it was paler Tesla apple and others but now that AI Revolution it's coming not just to the Enterprise but coming to the consumer and that's through copertino which is why I think Apple's going to be the first $4 trillion Mar cap you know potentially by the end of the this year or early 2025 do you buy meta stock on the fact that Zuckerberg as we just heard from president Trump this morning went to visit him and Mar Lago is giving money to the inaugural campaign Bezos he said is going next week we know Elon Musk and it's worked for Tesla are these are these fundamental reasons to buy the stock look I think there's been early Christmas present early holiday pres when coms out at the FTC I think it changes the Dynamics you're can to have massive deal making we think deal making be more than 50% intact and I think who's the stronger going to get stronger that's going to benefit meta it's going to benefit alphabet C Amazon and then the one that benefits the most is I think musk and Tesla it's our view at the end of 2025 you know we're likely staring what could be a$2 trillion Mark cap for Tesla on the autonomous vision and deregulation in the Beltway in conclusion both Nvidia and meta platforms find themselves at intriguing Crossroads Nvidia consistent performance and ongoing narratives around Market correction present both risks and opportunities with shares having risen by 85.43 year-to date it commands attention from investors looking for growth against Market volatility the consensus Target price suggests a promising upside though caution remains crucial amid regulatory challenges conversely meta seems ready for a bullish run given its strategic AI Investments and strong Market positioning the promising analyst predictions and a robust year-to-date performance of 7.74% provide a compelling case for potential investors its projected growth trajectory aligns with broader Tech advancements offering a persuasive argument for an investment as we venture into the new year the relative uncertainty and potential upsides of these Tech Giants challenge us are you ready to invest in the changing tides of Nvidia and meta platform
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