저자: DanIves · 외국인
요약 보기
Dan Ives는 엔비디아 실적 호조가 AI 랠리의 연료이며 현재는 초기 단계(1루 수비 이닝, 1995년 같은 국면)라고 주장한다. GPU 지출 1달러당 소프트웨어·서비스 등 2차·3차 수혜로 약 10~12배의 승수 효과가 나타날 수 있다고 본다. 애플은 AI 앱스토어와 아이폰16 출시로 성장 르네상스가 임박했다고 하며, 테슬라는 험난한 시기지만 AI 수요에 대한 긍정론을 유지한다. 시장 거품론에는 동의하지 않는다. 단기 조정 가능성은 인정하나 이 강세장은 2024~2025년까지 이어질 수 있다고 본다.
다듬은 글
our next guest says the blowout quarter was jet fuel for the tech Bulls and the popcorn is just getting started on the AI Revolution as secondary tertiary players begin to benefit over the next year here to discuss a post N9 web Bush's Dan IES Dan happy Friday great to see you you keep using uh 95 as an analog for where we are roughly right now can you talk about that and not 99 right and I think that's the important thing is that it's because of the mization the spending that's happened with The Godfather of AI Jensen and Nvidia that's just the start now the second third fourth derivatives we think for every dollar of spend on a GPU there can now be a multiplier of $112 you think about that multiplier into software into chips I believe the AI party has already begun are you going to ignore any kind of inventory Corrections even if they're short and shallow on a quarterly basis you're just going to ride this for the next 5 years look and I'll be an Asian next two weeks so we're going to have to nav navigate around it and you have some supply issues regulatory But ultimately when we look to where this is all going I mean we're I'd say we're in The Dugout to First inning to where not even the batter's box not even the batter's box relative to the overall AI Revolution and even though we started to hear from The Godfather of AI Jensen it's now you see what's happening in Redmond you look what's happening at Google look at Amazon you look at names like mongod DB paler now investors are focused on okay who's the second third fourth derivative which is why we believe that this Tech bull market has a lot of legs going to 24 25 can you explain the multiplier effect for our viewers and exactly where you see that filtering and also kind of the time frame by which it filters through because that's important here given just the you know as you mentioned we're in the Batters box of monetization so how soon can you really see that multiplier effect trickle into earnings that's why kramon talks about Tower Swift M and for Tech and I agree as a tower Swift Moon because with what's happened you look at that dollar for gpus now co-pilot you got to go to Microsoft build out the foundation what does that do to what's happened Redmond we saw that on the earnings then the use cases how do you actually deploy in the use cases mango pounder snowlake data you start to go down the list the multiplier for every dollar of the GPU now it's the software ecosystem and this is really going to bring a tidal wave to spend on software for AC I'd say infrastructure and then you look at services and I think that's why a lot of these stocks people talk about it's a bubble 99 I disagree some of that covered tech stocks back then can't even compare relative devaluations balance sheets and monetization and that's why the monetization is happening and we believe the AI Revolution it's a get out the popcorn moment I'm not saying you're not going to have some little speed bumps here and there relative to where we see this year um more broadly within mag 7 there's some discussion today about Tesla Apple underperformance within that group how are you thinking about that well I think for Apple we're just about to get that Renaissance to growth I mean I talk about iPhones is just a tip relative to on the services side and we believe the AI App Store that cook will talk about and unveil WDC as well as AI terms of exclusive llms in iPhone 16 this is now going to be the Renaissance of growth at Apple from it from what an AI perspective also iPhones we continue to believe not roses and champagne in Beijing but we're starting to see a stabilization post the New Year Tesla as look this is it's a it's definitely a White Knuckle period but we continue to believe on the other side of that is the growth is the AIP is demand where I still believe right now the street you know I think underestimate what the man could be so to recap he said nvidia's blowout quarter was even more jet fuel to boost the AI run in the markets guys we've seen that nvidia's went up like 177% on earnings and then in the last couple days it's gone up another like 7 to %.
there's countless other stocks in the mega caps and the AI industry that have gone up just based on how good nvidia's earnings were Dan says for every dollar of spend on a GPU the multiplier could be $10 to2 that's massive return for Roi on these companies guys investors are now also looking for the number two three and four companies for the top AI players to invest into their stocks he says this is a 1995 not a 1999 moment for those who don't know what that means 1999 there was a 2000.com crash 1999 was the year right before the crash so he's saying 1995 we got five years of an epic run before there could be a potential bubble it's basically what he's saying uh Dan owns Apple Amazon Google meta and Microsoft so he owns most of the Magnificent Seven apple is just about to get a Renaissance of growth when the new iPhone drops and the new phone Cycle takes off guys there's going to be a billion literally a billion people that are due to get a new iPhone how crazy is that Dan said the street is still underestimating what demand from AI can end up being guys so there's still a lot of room from growth I think AI is going to be a revolution I think it's going to be a game changer we're already seeing it in these stocks we're already seeing it in these gpus that Nvidia is producing and Nvidia is already making the next chip in the next chip guys so we're just getting started we know how technology snowballs and the faster and better techn gets the faster and better it snowballs and gets better and better I hope you guys enjoyed the video hope you learned something
Comments 0