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Even when CAPEX growth is slowing for MSFT, we have no idea what % of that was for servers and chips vs buildings and other infrastructures. It could be new NVIDIA servers replacing older servers.
Good update, I think the weakness we are seeing in MSFT will blow over in time as people get over the small issues they saw and get back to seeing how big they are and how fast they are still growing. I wonder if the comments about extending server life will have a small negative impact on AMD/INTC due to the longer refresh cycle.
Nvidia isn't really recovering, while I'm writing this it fell about 5% back to 119 dollars. Load the boat guys, people are not understanding where Nvidia is going and that is still fundamental for the whole AI story
It is to early for msft, meta to change direction on nvda spent. A lot of uncertainty, but they will, by next quarter they might not even buy a single appliance
Thank you! Yesterday during the ernings video you had greate contranst between show and cool calculations but both apriciated 🙂Uber become again in traubles from Waymo.... Pls. ask Jose to explain WOLF - what is the role in semicon ecosystem
Sir do you think its also a good moment to buy the dip on nvidia? I believe in nvidia and bought 1000 Dollars of Nvidia at the last dip, nov its like 9% in minus and I want to invest 500-1000 more
Im more worried about a possible sustained AI crash dragging the entire stock market down... THere is a lot of fear in the market that has definetly been proven and I think a lot of people have lost confidence
@@CouchInvestor just to have a healthy discussion. I disagree with the fact that there are no signs. There are definey signs that it could happen. Nothings sure but there are “signs”
@@CouchInvestor I doubt. I have been watching you. Making these analysis takes a lot of time. You barely have time to sleep if you do this. I am suspecting you are a paid finfluencer.
Not really seeing the sky falling, but panic is typical when things advance. When things change, folks seem to forget that well-managed companies adjust quickly to the new variable…in this case a new “cheaper” model. But costs and chips can’t be verified and the model requires its gathered data to be handed to CCP. It also reportedly provides inferior results. As time passes, new info will reveal itself to provide greater certainty. My money is in NVDA, as I believe in management’s ability to consistently adjust to any new realities.
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I saw you on Amit’s earnings stream yesterday. Nice job. I’m a regular on there and the chat can be ruthless.
Thanks for stopping by! Yeah the chat is wild...
I watched as well. Your mic was fine Amit is just loud LOL.
Even when CAPEX growth is slowing for MSFT, we have no idea what % of that was for servers and chips vs buildings and other infrastructures. It could be new NVIDIA servers replacing older servers.
All big tech companies are extending the lifetime of their investment
Good update, I think the weakness we are seeing in MSFT will blow over in time as people get over the small issues they saw and get back to seeing how big they are and how fast they are still growing. I wonder if the comments about extending server life will have a small negative impact on AMD/INTC due to the longer refresh cycle.
I wouldn't worry about the these small players at the moment :p
Nvidia isn't really recovering, while I'm writing this it fell about 5% back to 119 dollars. Load the boat guys, people are not understanding where Nvidia is going and that is still fundamental for the whole AI story
Yeah we're back to -3%
@@CouchInvestor back to 122.50 (-1%)
Buy now or no?
@@shotgunsidhu bought 20 shares
@@jaxonelie1994 I bought the nvidia semiconductor 500 shares better go up lol
Yes thank you, waiting for Micron please 😊
Very informative...thx!
Glad it was helpful!
sir ı cant understand why uber is still down? can u share your opinions for uber about after earnings
Because Tesla said they'll launch unsupervised FSD in Austin in June.
@ is that means after earnings we cant see 75-80 dolar :/
@@beyaztduman4753 If Tesla succeeds Uber and Lyft won't exist.
As long as it goes up and stays near 70 that’s good for now.
It’s gone up some already since it hopefully bottomed.
Still bullish on Uber?
Of course
It is to early for msft, meta to change direction on nvda spent. A lot of uncertainty, but they will, by next quarter they might not even buy a single appliance
No reason to change
Tu es tellement prolifiques! tout plein de bon vidéos à chaque jour :)
Je suis la pour aider
Thank you! Yesterday during the ernings video you had greate contranst between show and cool calculations but both apriciated 🙂Uber become again in traubles from Waymo.... Pls. ask Jose to explain WOLF - what is the role in semicon ecosystem
Thank you! I still think Uber will be fine and eventually they'll al partner up with each other. I'll ask Jose
Most importantly earnings from the big players indicate continued strong US economy. There's not much margin for error given the US debt situation.
Sir do you think its also a good moment to buy the dip on nvidia? I believe in nvidia and bought 1000 Dollars of Nvidia at the last dip, nov its like 9% in minus and I want to invest 500-1000 more
If you believe that AI will touch everything, then yes
That’s why I hate wallstreet. Revenue from Nvidia will rise but hey not good enough
Yup
All in on AMD
Will be in the Intel stream
:)
These figures are just unbelievable
They really are
Thanks for another great video
Thanks for watching!
Im more worried about a possible sustained AI crash dragging the entire stock market down... THere is a lot of fear in the market that has definetly been proven and I think a lot of people have lost confidence
No signs of an AI crash
@@CouchInvestor just to have a healthy discussion. I disagree with the fact that there are no signs. There are definey signs that it could happen. Nothings sure but there are “signs”
Thanks Couch Investor! I didn't get your real name. I'd like to be more formal.
Neil "the couchless investor"
It's Neil, no worries!
You think there is a Micron video expected for today ? Meaning you do not make these video's yourself ? Who is then giving them to you ?
I make them 😂 but I have to make sure I release them accordingly
@@CouchInvestor I doubt. I have been watching you. Making these analysis takes a lot of time. You barely have time to sleep if you do this. I am suspecting you are a paid finfluencer.
its over for nvidia unfortunately
Why?
Nah not at all
Not really seeing the sky falling, but panic is typical when things advance. When things change, folks seem to forget that well-managed companies adjust quickly to the new variable…in this case a new “cheaper” model. But costs and chips can’t be verified and the model requires its gathered data to be handed to CCP. It also reportedly provides inferior results. As time passes, new info will reveal itself to provide greater certainty. My money is in NVDA, as I believe in management’s ability to consistently adjust to any new realities.
Your gonna be in shambles when Nvidia does earnings and says they can't make the cards faster enough to meet demand.
@@xdognatex9897deepseek nowhere close though
Number one
Nice!