Biggest AI winners will come down to Meta and Google, says Deepwater Asset's Munster
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- Опубліковано 16 тра 2024
- Gene Munster, Deepwater Asset Management, joins 'Squawk on the Street' to discuss which tech companies will be impacted most by AI, the kinds of companies growing from artificial intelligence, and more.
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It's a Munster Mash!
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Don't underestimate Apple here. They aren't the first and may not even be the best, but they'll run on-device and introduce it to millions of users.
google doing tha, but better
@@donovan1333 Again, I'm not even saying they'll be the best, but when they introduce it to their billion active users it's still going to be significant.
Thank you Gene for the straight story.
What a way to hedge your bets. He’s saying AI will have a bull run but then end up in a crash, which can still be good for those getting in now. There’s like almost no way to be wrong in saying that….
"This will end in a spectacular bursting of the bubble." Sounds like he's saying enjoy the run while you can when hope is at the highest before it comes crashing back to earth. On the other hand, Jamie Dimon says AI is underhyped. I think both could be true. It depends on the company. I think the safest bet is with the leaders with the deepest pockets.
I think it could mimic the dot come boom and bust. There was huge hype in the early 2000's. Then it collapsed but came back as Internet Companies started to finally monetise in the 2010's onwards. It could be the same with AI. But with one exception, if it crashes it will be a shorter period before rallying again I think.
Would you rather he say it's going to be a straight 90 degree angle line going up and never come down? SMH.
@@RajDeelish Yes. That would definitely be a strong buy! 🤣
@@RajDeelish no, I'd rather he be more specific. When is it gonna happen, what conditions, what year, what stock price, what precipitating factor?
Great Insights 👍
your stock charts don't match Munster's comments. You kept showing Tesla stock and he spent most of his time talking about Alphabet and I think no time on Tesla.
AI and EV sector charging Up. Meta ..Goog.... FSRN up another 78 % week ..40 % month... Fisker. New press releases this week plus US Tariffs on Import EVs. Joby Evtol Jets...Evtl . Vertical Aerospace , Frey...BYD ..Li Auto and more. The EV Future Coming.
LOL
Must be a bot. It’s posted on ever video
@@JimMcNutty LoL...I wish ..I use to run FFIE...see how that went up 8,000 %...Hard work= $$$
ANYONE NOTICE It's been more than a month with 2M Tesla's with FSD "supervised" and not a single news headline of a furry crash and bashing FSD saying it doesn't work and dangerous. Not even an "almost" furry crash. Considering the new media out to get Tesla an Elon and not a single news headline bashing it. This current AI version of FSD must really work fine?
FSD is still on level 2. Elon musk totally failed to build a real autonomous car. This the end of Tesla😢😢😢
All these other companies caught and passed Tesla on autonomous.
@@RajDeelishno they haven't?? Google doesn't manufacture cars or sensors or chips for cars
is he ahead of the curve ? flops after flops and still, he puts capital behind Google ??
That is a hard sell
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