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On my list of things that aren't so terrible, the consumer is at the top . Last time I talked about how good Airbnb is doing. It just lights up. People are traveling like crazy. They use AI to write programs and answer calls, saving fortunes. Today, Home Depot showed fantastic results, having its best quarter in five years.
Strong performance in 13-16 product categories. Really good numbers for the professional business, which is great because that segment is stable, and the company has spent a fortune buying firms like SRS Distribution, which serves roofing and pool professionals, and GMS, which helps contractors with walls and ceilings.
The dynamics of each consecutive month demonstrated a remarkable trend. They have had great sales thanks to people using their natural language-enabled sites to search for products. And all this happened at a time when the housing market is barely breathing. However, no one cared. He jumped much higher.
The stock actually fell almost 39 cents. This is ridiculous. What if Target's report is good tomorrow? I mean, their business is bad. What if they raise the forecasts? What if their growth justifies the leap they made? Well, I don't think it's going to be possible to hold Home Depot back or, for that matter, Target.
What if things are better at Walmart by the end of the week? I see chaos in data centers today. Maybe that's a little justified. If Robin has released numbers that should be considered a slowdown from previous high growth rates. Higher rates may force tech giants to be more careful with spending, but I'm not going to give up on this group.
Consider me a buyer in this sector. All I can say is that ultimately we are a service economy. If the service sector is developing, one cannot be too pessimistic. Two- thirds of our economy may be doing better. Yes, we want to see the housing market recover. When you buy a house, the likelihood that repairs or renovations will be needed is very high.
Can you imagine what would happen if the housing situation really improved? You know, Toll Brothers reported on deal closings, and they gave pretty good numbers. Stronger income, higher home sales, higher profits despite rising interest rates. Do you see the pattern I'm trying to explain? I'm saying it's not all that bad.
That it's not so bad and that the situation can improve. Not everyone will go bankrupt, not everyone will lose everything, and this short position on the Nasdaq seems like madness, considering there is a lot in this environment that is not so terrible. Here is the main conclusion. I know " not bad" isn't a very loud call, but you're definitely getting better prices than you would have under better conditions, so maybe that's what you should think about .
It's a possibility, and the price seems reasonable, even if it's probably not quite rock bottom. I praise the market quite restrainedly, but I still praise it. Let's move on to Chris from California. Chris. Hey, Kramer, this is Chris from Lake Arrowhead, California. Glad to see you on the show. I will answer you.
Okay, agreed. What's new ? I've already made back my initial investment in these stocks, so I'm playing with casino money, but tell me, Jim, what should I do? Should you hold, sell, or buy more Snowflake? You shouldn't sell that Snowflake, man. It's just fire. These are stocks that are so obviously going to deliver a pleasant surprise that I doubt it will even be a surprise when they report it, but I think they are definitely worth holding.
Congratulations. You see, this guy, Chris, he made real money. We can sit here and fool around with S&P, S&P, S&P. Just talking about S&P, S&P, S&P. But you know what? If that's all you do, then why be on television? John from Florida, John. Boo-ya, Jim. Boo-ya, John. What is happening? So, I'm a little disappointed.
My stocks are making new lows, making new highs down, and there is no catalyst. I don't know whether to buy more or get rid of them. What should we do with our Broadcom? Oh, come on. Well, because. Now, now, let's calm down for a second. This is Hock Tan. This is one of the best performers of all time.
We can't be so shortsighted as to sell out good things. I discuss this with Jeff Marks every day. I have Broadcom. I have Broadcom. And he says, " Jim, he's not moving very well." But it is growing. It grows in the long term. The graph, if I did it like this and we could see it—and we certainly can't—it would show you a graph going up, and this graph—AVGO, the old Avago , which is now Broadcom.
I want to continue after that call. I want to go straight to Alaska. Let's move on to John in Alaska. John. Hi, Jim, how are you? Not bad, John. Thank you for asking. How are you? I'm fine. I'm fine. Uh, I just wanted to talk to you about a promotion. It's called Arista Networks. Er, the ticker is ANET.
Um, I heard they're big players in the AI sector for cloud network services. Uh, but I know they're trading at a pretty high valuation, but their, um, financials have been looking pretty good lately. I just wanted to know your thoughts on this promotion. Okay, this is Jayshree Ullal, one of my idols.
I had her last week. I can't believe how successful they are. I sold the shares when they fell five. I said to myself, if this thing dropped to 20, you know what I would do? I would call the club and say: Buy, buy, buy. Of course, they deleted it. Yes, because Jayshree, Jayshree, I should just say— Jayshree, Jayshree Ullal—is simply one of the best CEOs in America.
And if this stock falls, just buy it. At these prices, even a faint optimism seems like a possibility to me. I'm not going to lose her. I will make money tonight . Why Cadence Design is like this Before we delve into the history of Nvidia, subscribing to the channel for premium analytics and members-only content.
I also prepared my e-book with a five-filter system for " multibagger experienc continue to deliver if Nvidia will become overvalued increase in net profit of almosat doesn't necessarily mean that the enterprise segment of to create advanced models becomes somewhat more moderate, for Nvidia. The story of AI is no longer limited to whoever creates taking into account several risks.
One of them is a possible negative reaction to s that some companies take . There are also issues surrounding . Since Nvidia is investing in various sectors of the industry while simultaneously supplying many basic chips, it is also worth mentioning open source provide the computing power to run these model.
Agent AI is potentially capable of performing can become significantly realm of central processors specifically designed for AI workloads. So even the move to more CPU-intensive workloads in the area of agent AI that future demand for Nvidia products is still sitting in warehouses? This would obviously raise questions about were shipped.
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