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Think about it right now. However, again , I see no signs of overbought anytime soon. So why not own one of the shares of memory companies? As I said at our investment club meeting last Thursday, you should watch the recording. Grizzly bears always tell you, " This time it's different. " This is the most dangerous statement, because in reality nothing ever changes.
And that's why Seagate, Western Digital, SanDisk, and Micron won't be able to change their essence. However, that attitude has scared you away from some of the most incredible profits I've seen in my career. These are the same people who would never buy a Caterpillar. They would say : "I told you so." when Cisco reported and gave a weaker forecast, instead of thinking what a buying opportunity it is, which is exactly how I perceive it.
I would buy Cisco right now because of this negative. I don't consider Caterpillar to be a cyclical company at all today. Now, their conclusion , by the way, is again these gray-haired situational awareness experts, you know, that case with the crazy hedge fund—not crazy, but overly leveraged hedge fund manager.
They say he wasn't overly credited. They simply said he picked the wrong stocks. I'm saying that you have to free yourself from these limitations and understand that sometimes things really are different. Sometimes the opportunity is too big and you can't afford not to take advantage of it. No, this is not some nonsense.
Oh, he's telling me to go away . This is really " smart". But all this movement towards data centers has created a “ gold rush” that will transform many formerly cyclical stocks into sustainable growth leaders. This is a very rare metamorphosis , but it does happen. Data centers, as we know from Amazon, can be huge profit centers.
The opportunities for these companies are too grand to even consider pausing expansion. There's too much money at stake, which means they need these components. Ask Micron about it. The best thing is that with the exception of Nvidia, and perhaps AMD, these memory chip manufacturers are perhaps the most essential to this entire development.
Musk is right. Memory has become a " bottleneck," and these four companies, well, you know what? This is quite good if it stays that way. Of course, it's not their fault that the product is in such high demand. In conclusion, I would say: own at least one. We chose Micron for the charitable trust because of its growth, but others are less risky because they simply continue to return money to shareholders through share repurchases.
Ultimately, these steps are real. And while I admit I wasn't the first, I also don't think I was late. Hey, why don't we switch to Tony, from my home state of New Jersey? Tony! So, what do you think about Honeywell? Okay, Honeywell, I feel like I'm just getting crushed by this one here . I felt that the division would be beneficial.
Honeywell Aerospace was a complete disaster and I don't blame myself, I blame management. Although I do n't know why I should have trusted them. But regular Honeywell, look, it's Demoulas Corporation, which is doing a good job. I'm saying that when it gets downgraded and the price is 220, then I'll advise you to buy.
Although I have it myself. Bill from Massachusetts, Bill! Jim, quick hello to Sean. Even when I have problems with my phone, he makes sure I get on the air. I'm a member of the club and I really like it, bro. Dude, I'm glad to hear that. Sean, congratulations to the club too. We had a pretty good meeting last week, and I'm glad you're a member of the club.
I would like others to join in too. Okay, what's new? Jim, being a member of the club is a pleasure. I just wanted to thank you for Vertiv Holdings and wanted to buy some more. What do you think, brother? I think Vertiv is going to have a very, very strong year, and I'm not going to argue with you .
I think the order book is incredibly solid. Let's move on to Andrew from Ohio. Andrew. How are you, Buiya Jim? Hey Andrew, what's going on? So, Microsoft has obviously already taken into account a bunch of benefits from AI. At this level, is it a buy, hold, or perhaps time to take profits? Look, in the short term you could lock in a profit because the stock has jumped, and I don't like parabolic moves.
In the long run, I may be wrong, but I'll tell you why: That quarter was so great that I had to change my perspective from a moderate supporter to a more determined one. Satya Nadella, Amy Hood—they're great. What can I say? Let's move on to John from California. John. Congratulations. John, what happened?
I can't speak right now. I've been listening since '88. I like it. Thank you. I didn't even know I was alive then. That's good. What's there? In April, you talked about Abbott Labs. Labs. I thought you thought they were being punished. I did my research. They dropped to 81. I entered at 84. What should I do with what I have now?
OK. People think that this acquisition, well, you know, maybe it's not a good one. I disagree. I said Abbott is good. It's a shame we didn't buy it for a charity. We had several shares of pharmaceutical companies. This one didn't make the list. That's only 20 times the profit. It's still too cheap for Abbott .
I would wait. OK. This move towards data centers has caused a gold rush in the stock market. And you know what? I do n't think it's too late to put on your steel-toed boots and get out there. Of course? Just do your research. Choose wisely. Listen to the club. We have a pretty good analysis from Jeff Marks.
Today on Home Money: Airbnb shares have been rising rapidly recently. So what's behind this growth? I am going to review this travel company in detail. Then. Yes, I agree that the Fed has clearly stated its position. I think yesterday there was a " hawkish" cut or a "hawkish" rate hike, and Kevin Warsh's statements were quite brief and again emphasized that inflation has remained high for the past few months, and also mentioned some near- term data that could create obstacles for the Fed in the future.
And I believe that the trust factor is the real reason for the unanimous decision, and also the reason that short-term bond yields went up, and 10-years rose very aggressively. And we are now pricing in two more rate increases by the end of the year. Of course, there are still many questions about the other two raises, especially with the November election and the next meeting in October in mind.
But again, I think the ambiguity in Kevin Warsh's statements created a lot of intraday volatility yesterday in the S&P 500. Also, we saw a dip down, but we got close to the 7500 level. We talked about this yesterday morning. The 7500 level was important not only because of the volume of options traded yesterday, but also in terms of open interest.
And on Friday we have a quarterly expiration. So some buyers came in, stepped in, and bought up that dip. We saw a movement of about 50 points. Before we get started, if you like AI and our helps the channel a lot. And now let's get down to business. The debate about AI is changing. For years, the main question has been: larg benefits economically from , sovereign AI is ?
Who has access to them? Who controls the tand discussions businesses jumped into AI earo benefit from AI. But they also want to control their data. And this could be a huge narrative picture becomes more complicated. AI still needs software. He needs corporate data. He needs security. And he needs syste once again attracting attention.
is ecosystem has many levels. Models are just one component, and underneath them are cloud infrastructure, software, data, cybersecurity, and applications. And then there's Meta. Meta has something that many AI startups don't: a huge base of installed users. Billions of users give the company a massive will grind to a halt .
ebate around open source AI . Therefore, the AI race is o has the users, who has the data, and who ha on a massive scale? At the same time, industry leaders are advocat strategic vulnerability. There are serious questions about the safety of AI, but economically, because they see the potentially enormous opportunities ahead.
And at the heart of this infrastructure build-out is Nvidia. , as advanced AI requires enormous computing power, and Nvidia's patented technology has placed the company at the epicenter of demand. While strategists say Nvidia shares may seem relatively expensive compared to the expected upside from the AI infrastructure cycle, that doesn't eliminate the risks, but it does explain why some investors continue to keep a close eye on Nvidia.
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