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Jim Cramer 방송 발췌 기반 요약: 엔비디아는 주식시장 상승을 이끈 핵심 기술주이나 7~9월 횡보 후 최근 소폭 돌파. 기술/반도체가 S&P500의 약 30% 차지하며 AI가 강세장의 핵심 테마로 평가. 다만 인텔 등 일부 기업은 성장 둔화. 엔비디아 경쟁자 출현 가능성은 있으나 생태계 진입장벽이 높다고 봄. 대만 TSMC 관련 관세·정책 리스크도 언급.
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let me simply review this one item now we have the first Sovereign ey or as you might say the first Denmark when you look at Nidia last night I believe it's in Denmark it's large it has a connection to Nova Nordisk but now David I'm heading to India I'm not sure whether you are aware but it's CNBC India in India this anniversary is significant yes I do however indad has 1.4 billion the stock is currently down and there is a 3-day conference on WE what is that about one we leads to the winners Verve hasn't even been discussed on Wii yet that's and we will receive we will receive an opening bell so we will be interrupted here are these stories being written by a we didn't get to a you know in Jensen today who called upon a hint for the quiz not mine but a 10:00 show because I'm upset about it I don't know what you're doing and I'm not following who among the big businesses this morning not Tex instruments mention Jensen Wong and AI in reference to their collaboration that boosts sales in my opinion Carl I have no idea do you have any guesses Coca-Cola really quizzy James on the 10 Q you'll most likely hear about that remember they have a DTC plan so they're attempting to figure it out look at the earnings it won't be in your paperwork like this is all mine that's all I'm attempting to say but India had flaws China was weak in India the monsoon season did cause a decline in sales and that's actually what's happening are we now discussing Coke yes yes what then yes we put up in did oh all right however Joe you see Joe has had the correct perspective he has been really optimistic about the a winners but he hasn't been particularly optimistic about the semiconductor industry as a whole isn't he additionally this is a wonderful microcosm of the topic we just discussed everyone is aware of the huge winners in the semiconductor industry but there are also a number of businesses that are just not experiencing any growth because of the state of the global economy and and that's our possession in the case of Invidia Joe made a really good decision I mean it's absurd to attempt to forecast that so he's not looking 7 years into the future however he is likely looking 5 years into the future last night we discussed that there is a lot of visibility for 25 the stock will eventually begin to Discount that when visibility begins to decline on 26 the momentum is g at the moment you know the conference call also covered the topic of extending your cooperation with Nvidia which is something you've been putting a lot of effort into what does that mean specifically for service now in the future I want to know how important is that collaboration with Nvidia to your company indeed it's an amazing collaboration and we've been in close communication with Nvidia about expanding that relationship for a time now co-developing native a agents on the service now platform with Nvidia Nim agents blueprint is the new collaboration we discussed and that's all about providing our clients with TurnKey unconventional a agents and the first use case we're starting with is a security vulnerability and we're thrilled that our collaboration with Nvidia is just growing stronger well Nvidia feels like one of the other pillars of our economy at the moment this morning torsten's log out included a chart illustrating how nvidia's market capitalization surpasses that of five of the seven key Seven Nations this Tech name is over indexed to index funds and retirement plans can the bull market that is so dependent on viia continue to exist you see if you look at the s and P as a whole More than 70% of its equities are still in long-term uptrends Nvidia has been a significant player in the market this year but we also need to acknowledge that it has been moving sideways since July until this most recent breakout which is really a slight one additionally You observe that other parts of the market were doing well and despite nvidia's erratic trading the market surged to an all-time high however I do believe it to be a predictor of technology and semiconductors since technology accounts for almost 30% of the SNP overall its participation is crucial we still enjoy technology Tech in August we improved our assessment of tech during the pullback and I continue to believe that artificial intelligence is still the main theme of this bull market I think you have to continue to assume that there is more to be done in the field of artificial intelligence if you think the bull market is still strong which we do it must us probably take part however take another look at the financials which are at an all-time high additionally Industrials were doing better until today even though these rates are rising utilities another area where we are weak are doing fairly well he said that foreign businesses shouldn't be allowed to come to the United States borrow money and manufacture chips here including the majority of nvidia's state-of-the-art gpus naturally he is referring to Taiwan semiconductor which Manu factures around 90% of the advanced chips used worldwide the US Commerce department is expected to award it more than 6 billion dollar to construct and expand its Arizona Factory while strategists at City are arguing over the precise amount that tariffs will raise costs throughout the chip supply chain mizuo wrote last week that a trump Victory would be detrimental to Taiwan semiconductor most likely the latter is more important than the former I believe this mean reversion trade has a probability associated with it look I believe meta's foundations are sound is it truly the mag with the finest performance I suppose it most likely is I'm not sure most likely not with Nvidia I don't cover some of the other names though Nvidia is a Fairly reliable company however except in that you're correct like there are still a lot of unanswered questions for example Apple's prior remark perhaps competed with some of the Good China sales reports this week due to the comp's heavy focus on the negative I believe that apple is still receiving attention additionally Nvidia CEO Jensen Juan stated in a recent interview that he sees the company deploying 100 million IE agents in the future the Rivalry between Salesforce and Microsoft is currently being closely observed particularly due to the vast amounts of Enterprise data that both businesses own earlier this week Microsoft CEO Saia nadela predicted that I agents would eventually be just as commonplace as apps sales force has previously introduced its agents via the digital help platform agent force so have we abandoned Intel well we'll see on Thursday they report on they disclose earnings we'll see what they have to say I suppose however it's obvious that Intel's Core Business is facing pressure they are currently unable to rely on their own manufacturing and are losing market share in actuality they are Outsourcing more which has an effect on Gross margins and other things they therefore propose that they think their procedure is improving with time it will make everything you know amazing when they bring that volume back to the United States we'll see I suppose they had a day a few months ago you know where they were sort of laying out some goals for where they believed things could go in the future it was really a 2030 tale isn't it even if they are headed in the right direction there is still a long way way to go before we see things start to get better furthermore we are now unsure of whether or not they are genuinely getting better I suppose you should buckle up for Thursday if nothing else I'm sure it will be entertaining yes Stacy we won't be getting invid for a while occasionally though you hear I'm sure you hear this more than I do that a small firm over here is working on a Next Generation chip that will eventually disintermediate or or or push Nvidia to the side in other words how long do you anticipate their dominance will last after all there's always someone waiting you do realize that this Market is huge it is absurd to think that there won't be anyone else vying for a piece of that pie they are of course that being said Nvidia has over the course of 10 or 20 years established their position in Silicon Hardware software systems and ecosystem correct additionally they have installed those Moes thus anyone attempting to enter and I'm not referring to those who are unable to obtain small pieces AMD and others are obviously receiving small amounts however you have to sort of break through those modes in order to be material in that market furthermore it's an extremely challenging task
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