저자: DavidTepper · 외국인
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테퍼는 엔비디아를 일부 보유 중이며 과거 고점 부근에서 매도했으나 재하락 시 재매수하지 못했다고 말함. AI 수요는 강하지만 애널리스트 추정치와 out-year 이익은 신뢰하지 않음. AI 전력 수요로 천연가스 수요가 불가피하고 원전 축소는 불가능하다고 주장. 정치적으로는 분점 정부가 시장에 유리하다고 언급하며 선거 결과의 시장 영향은 제한적이라 봄. 엔비디아는 좋은 회사지만 가격이 비싸다는 뉘앙스.
다듬은 글
we still have some Nvidia but we have other things you know some you know you sold some Nvidia stock that you own yes we have previously sold a lot of our Nvidia however as you can hear the stock that we believe to be overly high at the time dropped regretfully when it came back down we didn't purchase it correct nevertheless it's you know all right the question is do you have enough power okay for the growth in relation to equities like Nvidia are you able to use their chip in your next Generation models thus it looks fantastic in both 24 and 25 in 26 and 27 I don't know you see I don't know I mean I don't think I don't think my analysts are reliable no analyst is credible in my opinion you understand what I mean when I say that I don't trust myself I simply don't know how there's just too much furthermore the range of profits in the out years is too great and you know there are these multiples out there and how it can go in contrast to other things in which I am more confident such as how I can well how we can do in my store you know analysis on the earnings it is not my preferred vehicle however you felt it was necessary to note that you will be handling the energy aspect of attempting to supply all of this new technology our goal is to gain a deeper understanding of it attempting to gain a better understanding this is this is what it be would you stay away from Green would you be in favor of green would you refrain from using fossil fuels would you support the use of fossil fuels gas from nature which dough I like to utilize common sense because I don't think I'm that intelligent I thought you were quite intelligent all right you can try but I won't take it however I do possess a great deal of common sense and I am aware that I speak with Governors from both parties Across the Nation you know I get along with everyone yes therefore they will not allow their nuclear power to shut down it will not take place it's a joke there are some insane forecasts on these devices there is no other option than to use natural gas to meet the power requirements for AI natural gas will have to be used drilling is the reason behind that yes we have a lot of it really Additionally you must use you will need to use it it will never pass these separate PCS so you can't take the if you take a modern nuclear plant and you believe you're going to get these things it won't no it cannot the consumer will suffer too much as a result the consumer cannot be seriously harmed it's insane as a result I've hear these guys say things like well if we I would have played in the NBA someday if I had been well if I was 72 please remember that I am not 72 is not possible for you to stay that you wouldn't be in the NBA though still I wouldn't I lack the necessary abilities this is a true story however it's intriguing that you might be as well when I say so I'm attempting to figure out what makes sense and what doesn't correct we're still working to determine that you know so that's but I find it fascinating it's intriguing these tech stocks are fascinating to look at take a look at some of these things in vedia can you do as you go out years there are various things for various reasons for the growth estimates to materialize and number of events must occur I'm not claiming it won't occur I simply lack the intelligence to determine whether they will I am aware of the likel good that they will but I I am unable to know you know it's what it is I am aware of such things and people are assuming things that will undoubtedly occur the United States is a wonderful Nation you know we innovate a lot and you know this is how things do happen Additionally you typically have flies we fly one in particular and I promise you that if I get them I won't murder him at all or at least not immediately away I will not immediately murder him would you mind telling me how the election affects all of this as you are aware I strongly support split government in light of the election you already know why but at the moment it appears that the house is democratic and the Senate is a Republican and I'm enjoying life I don't give a d about I'm just talking about the show okay I don't give a damn if that was a sweep how would you respond however only if there is a sweep on both sides the Democrats sweep let me just I'll just I don't want to talk about politics too much in general however you have a progressive populist on one side and a populist on the other and I hear I hear more hints and more of it if I pay attention to what they have to say do I want every Democrat then no are all rep Republicans what I want no from a market Viewpoint an economic perspective and what's good for the economy I want to split government I don't want more though if once more there are other factors that are just not relevant to discuss from a pure economic standpoint additionally I don't want all Republicans or all Democrats and you believe right now if I'm considering and because you believe that it will be split you believe that it isn't having an effect on the markets right now not just expect I mean there is an expectation people wager on it the betting markets are divided in this manner and as long as it's split which could be problematic given that the market believes it will be split at this very moment therefore the markets can have an issue if it is taken by surprise however the market will be all right as long as it remains divided since they won't allow them to do the things they discuss they won't give a damn this maintains the length and purpose of the script while correct Cor in the grammatical errors yes here is the continuation with the grammatical changes while preserving the length and meaning are you scared to play AI directly David the downstream methods are what you're doing I mean is it simply too difficult to determine viia is there but wait listen what else may perform well than viia and energy you know we have the standard stocks like meta it has benefited greatly from AI llama and other things just in the way they create models and make money from their business for you another major Trend or is there another reason how much is in the stocks and how much more is there in the next what is the next Generation because of some of these figures they have received fairly good returns I believe more than people realize therefore these stocks may have short-term shocks on the horizon what does it become when it moves farther out then when you mention surprises do you mean positive or negative surprises if they can alter the models there will be positive surprises and part of the base earnings will be sufficient to fund those right you know those stocks in contrast we discussed and I don't I sort of prefer Invidia but at a cost you know do not misunderstand me I well I could just adore it yes but you need to have more faith in that do you not think AI can truly function and contribute significantly to the economy in the long run
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