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the general consensus is that the economy is doing well as you can see I put it that way because I saw Brown Sprouts everywhere asterisk popular perception asterisk Brown shoots what are they they are green shoots and tisis when you want the economy to recover from a recession you want to see green shoots I coined the phrase Brown shoots because at the moment we want the economy to slow down so that the FED may eventually begin lowering interest rates instead of appearing foolish for removing the possibility of further rate hikes therefore we are searching everywhere for brown Sprouts such as the Chicago PMI figures this morning the lower consumer confidence numbers or maybe the Dismal numbers from Starbucks tonight a large corporation we are reminded that the FED must continue to consider rate reduction by filing them away as brown shoots and keep in mind that they are the secret ingredient that makes equities rise a much hotter than expected employment number has been lurking since March 8 our concern has been that the FED ended its tightening too soon nothing is more significant to the whole economy than employment therefore it's no accident that some of the best stocks of the Year such as Nvidia peaked and dropped on that day more rate hikes are most likely required if it continues to be robust all of this stock market Gloom however is likely to end if Friday's April payrolls report is less than anticipated because weakening would indicate that the Fed was correct and that rate cuts are imminent Wall Street wants it however the lack of a bridge between hereat there makes matters more delicate than we had thought when Steve stated that stagflation had no place in this discussion did you nod your head investors have a tendency to assume the worse is that the worst thing that could happen does that fall under the purview is that kind of out there really absolutely not that's for sure I completely concur with Steve at least not in the next let's say 12 to 18 months 3 5 7 or 10 years from now perhaps perhaps we have a stag flash andary situation when our debt burden gets so bad and inflation is still high for several demographic type reasons however that's a long period of time off what do you think we are currently facing listen I continue to believe that we are reaccelerating I predicted in March that a raise would need to be priced into the Market we came into today anticipating a 30% possibility of an increase this year no cuts and I believe that everyone on the panel gave me strange glances when I said that since the economy is doing well and inflation is still surprising to the upside I continue to believe that we need to return to the point where the market begins pricing in Hikes looking at the major AI players if you will I'm just positive that Nvidia has blown it out of the water but why so much if Lisa Sue's objectives for AI are becoming more and more apparent yes once more that's a component of it they have been aspirations correct I've mentioned this a lot but there are a lot of AI stories in semiconductors AMD isn't really one of the two firms that now have genuinely significant AI revenues at least not yet isn't it if you go back to amd's previous earnings I believe that expectations for their AI goals this year were a little bit out of line it was estimated that $8 to10 billion would be spent on Ani 300 AI components this year the guidance was reduced to $3.5 billion expectations were still that they might accomplish $6 billion dollar I believe until a few weeks ago given some of these push out related worries I believe those expectations have decreased and the buy side may now be closer to $4 to5 billion on the plus side having reduced expectations is rather advantageous they may sort of pick stuff up as we go along however this is the reason for the stocks decline however if AMD is indeed stretching things out a bit I believe their window is not that large which is a risk through the rest of the year Nvidia will be releasing new products that will increase the competitiveness of both their existing and future Goods you really don't want to see them push out they simply don't have much runway to begin building scale so this afternoon we'll see what Lisa can come up with will she be able to raise that figure much enough to raise expectations beyond what they were a few weeks ago 22 minutes into Mad Dash we still haven't brought up Nvidia do you remember Nvidia yes I do I recall remember the segment on asterisk 60 Minutes asterisk the main topic of the article was whether or not robots would eventually replace humans yes of course I'll tell you this this article from UBS discusses dos and their projected earnings per share which will be $2 41 after supply chain $241 well this stock is less expensive David they are discussing shipping Blackwell in December and the stock is inexpensive they now believe it indicates a product Gap will occur Blackwell ships earlier I believe the main one now is Blackwell because of this many people believe they can do videos I want that people should assume that you can inject video when they think about Blackwell it will then be able to form the video for you when you wish to perform inference that is the very amazing thing at the moment we excel at words and commands but wow when we start the video what does that signify really what are you saying you want your robot to behave like asterisk Bond asterisks Daniel Craig well it will do it while keeping an eye on Daniel Craig it will succeed it will succeed you'll probably ask yourself wait a second how did it do that after seeing that it simply consumed the video print is no longer the only option I can read asterisk Moby Dick asterisk in a second right now significant however I can project you as Carrie Grant once you can include movies David really or Garfield John the one who does appear more frequently is John Garfield correct simply put though video is the next big thing you can educate robots to do things we never thought possible if you can create videos and do actions this is not how robots will speak robots will say things like hey partner how are you it could theoretically surpass the technology when it begins to be employed right Additionally you can just do these folks if you're Amazon I don't know whether you watched the interview one of the best things about chap GPT is that it's stated we know people can have it but I don't know what they can do with it I tempted to look at Getty Images small stalkers Getty Images and you will be receiving look they use a lot of those things however the robot didn't know anything when I took it to the Nvidia bar the robot will now be so intelligent that will just be modelo's corono when I arrive at SNM how would you like a Jack Daniels diet coke is not what he will say to me no David you could be sexy it would be the first time no it's large Blackwell is enormous additionally I believe that this UBS article regarding Blackwell is a bit too critic critical okay SoftBank claims that its Telecom division will receive chips for its supercomputer first utilizing video's most recent Blackwell design today masayoshi son of SoftBank who is working to increase the company's exposure to the artificial intelligence wave spoke at an event hosted by Nvidia CEO Jensen hang in Tokyo it's amazing to be collaborating with you and I'm so glad we're doing this this is a whole Revolution this is the first attempt to turn the communications Network the telekom's network into an artificial intelligence Network when we get back SoftBank and Vidia are working together on AI earlier today during vidia's AI Summit in Tokyo Jensen hang and masar Yoshi Sun shared a playful moment it's likely that many of you are unaware but Masid used to be nvidia's biggest shareholder yes we can cry together it's all right
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