저자: DanIves · 외국인
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엔비디아 실적은 역대급이며 AI 수요가 2025년까지 가속될 것으로 Dan Ives는 보고 1995년 같은 초입 국면이라 주장. Eric Jackson은 AI가 버블 신호를 보이지만 초기 단계라 봄. 팔로알토 네트웍스는 가이던스 하향으로 28% 급락했으나 Ives는 저가 매수 기회로 봄. Jackson은 슈퍼마이크로가 수년 내 주당 3,000달러 가능하다고 언급.
다듬은 글
joining us now is wed Bush managing director Dan Ives and the founder and president of emj capital Eric Jackson you got my listen there's no doubt it's a big quarter Dan okay I mean it's a huge quarter as you call him the Godfather of AI strikes again investors love it everything's up do you at all worry at all maybe not that they just simply won't be able to make enough of this to meet all these super bullish investor expectations look I mean as The Godfather AI Jensen spoke the market listens and this was shows this is not peing the demand's going to continue to accelerate all of our supply chain checks we don't see any Supply major Supply issue that dents this story into 2025 which is why I believe this puts jet fuel in this Tech bull market call it a tower Swift moment for the tech Market but I believe this is probably the most important earnings that we've seen from any company in the market for the last five years Eric Jackson is there anything at all in the quarter that sticks out I'm not trying to be negative the Stock's up everybody loves it so there's 49 buy ratings and four holds on the stock I mean some point somebody's just got to say well could something go wrong here well I own it Brian so obviously you're not the guy then I'm thrilled I you know I love I love this I think we're in the second inning of a of a you know the the nine inning game here but you know are you if you're asking me is AI a bubble yeah it's a bubble but I would argue that anything major that you've made a ton of money from in Tech over the last 2025 years started as a bubble do was a bubble iPhone in 20072 2008 was a bubble you know we're starting to obviously see some of the signs of a bubble like you know when when Nvidia filed the 13f report in you know a few a week ago or so and it said we it had an investment in SoundHound and suddenly the stock was up you know 8 it's doubled Sound Hound has doubled in like three months yeah so those are signs of a bubble but do you want to invest in Amazon in like you know 99 or apple in 2007 2008 I mean Nvidia is still very in the early days of this of this roll out for AI you know most Enterprises you know are probably going to have a board meeting tomorrow and say did you see those Nvidia earnings last night what is our AI strategy and that is going to fill the top of the funnel for the next generation of customers that's going to come you know next quarter and the quarter after that but listen I'm telling you Dan next time I go in for a contract negotiation I'm going to remind my bosses you can't spell Brian or Sullivan without the letters Ai and either name so that right there should just double or I'll be making Dan Ives kind of money after that but on on a serious level there's a lot of things out there listen it's not necessarily your wheelhouse Dan but things like enough electricity generation to power the data centers in Lowden County Virginia there there are constraints out there and the only reason I'm mentioning this is doing this for 25 almost 30 years now is that whenever you when everybody's on one side of the ferry whenever you think there's nothing that could go wrong sometimes that's when wave hits waves hit and they may not and video May double from here I'm just saying that there's there's got to be something out there that people need to particularly focus on look look I think the biggest issue continues to be China but and I think what was so jaw-dropping in terms of the quarter even with China on the decline look at the actual quarter to your point I don't think we hit some of those issues in terms of Supply or or even electricity not for another 18 24 months which is why Brian I mean we believe this is 1995 moment this is not 1999 2000 moment and that's why I think for the tech Bulls I mean this is really you know what I view it's a it's a GameChanger moment that the Godfather of AI delivered yet again there you go uh Eric um AI like you said you name some other names uh it's probably going to change the world I I get that but your point you you said not me that there are certainly parts that are a bubble what's your advice to particularly newer or sort of just more retailer amateur investors and Traders out there right now well you you got to do your homework like like at any time you know in the history of the stock market right you know you can't just look for a hot tip on a on a stock message board or on Twitter X or whatever and just run with it I mean do your research I I think you know a name like super micro which you just mentioned a few months ago that's a legitimate company we're if I'm right and we're still in the early Innings of this roll out you know even though it seems crazy they've gone up 100 bucks a day over the last few weeks I mean this could be a $3,000 stock in a couple of years um I I think that you know some of the some of the stocks that that Nvidia just has an investment in you know I'm less excited about that so you just just do your research try to you know read up on on stuff find the most smartest people in the room like people like Dan uh and and go from there yeah it's good advice although I I think you would assume that fundamentals might matter on that situation Dan I can't let you go I got to ask you about paloalto networks I'm sure your clients are calling you as well listen the stock got destroyed today down 28% they slashed full year Billings and revenue guidance I will add the stock is still well higher over the past year so it is well up over the past year it got whacked High beta stock obviously uh are you still a believer in poo Alto networks because because today was tough it was a tough look it was a brutal for bulls and and for us but look this was a it was a nightmare on Elm Street quarter and conference call but but the Bull story is still there in other words this is still probably third inning of nine inning game relative to the cloud and AI opportunity we've been here before with pal out there so this is not the time to throw in white to I know many have I think we sit here six nine months from now and this was more of a golden buying opportunity and overreaction rather than the time where this structurally declined The Godfather of AI stri again guys Dan Ives says this is not even peing in demand the demand will continue to accelerate calls it a Taylor Swift moment Eric Jackson says we're in the second inning of a nine ining game he says AI is a bubble and the markets are showing signs of being in a bubble that's what Mr Eric Jackson says nvidia's biggest issue is China but they are doing fine that's what Dan I says he calls this a GameChanger moment a 1995 moment for the Mega cap AI Bulls so we have one analyst kind of saying saying it's a bubble and one analyst saying it's it's not a bubble we've got a major bull market coming Nvidia said that they would be releasing a new product at the end of this year that's very crazy um prices will continue to go up but the performance you get for these chips are going up even faster than the cost so that's where how they justify it even though semic semiconductors have always come down over the last few years they have the pricing power now major pricing power when you're the only one who has literally what everybody wants everybody wants what Nvidia has that's a great spot to be in and then they're releasing new products on top Sho we Jackson predicts super micro could be $3,000 a share in a couple years claims he's done his research on them and uh we'll be following up Pao Alto plunges 28% guys just in case you missed that they slash billing and their guidance other than that Nvidia is taking us to the Moon I hope you guys enjoyed the video hope you learned something catch you in the next one
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