Nvidia Gains as AI Spending Bonanza Continues
Jensen Investment Management’s Kevin Walkush joins Caroline Hyde and Ed Ludlow to discuss the state of the chip sector as spending on artificial intelligence remains a central priority for Wall Street. He shares why he thinks the chip industry is cyclical and how to balance short-term needs with a long-term view. He speaks on “Bloomberg…
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@robertmurdoccorptcfc9596
August 21, 2024 at 6:56 pm
Not a great interview. I find the speaker to not have conviction either way. He is carefully wording his opinion that he isn’t sure. Nvidia will be worth so much more in the future and this interview and subsequent advice will not age well. Be more bold !!
@Sonder2030
August 21, 2024 at 7:28 pm
The company’s name is literally Jensen and he doesn’t own Nvidia…sad.
@garyleow70
August 21, 2024 at 8:29 pm
Did he say anything meaningful?
@Nadex2015
August 22, 2024 at 7:12 am
no
@syedarmaghanhassan4652
August 22, 2024 at 11:50 am
I was thinking the same thing
@johnnyguitar2929
August 22, 2024 at 2:49 am
Dude, if you don’t think Nvidia is a long term player in AI, you have very superficial understanding of the AI supply chain.
@Nadex2015
August 22, 2024 at 7:11 am
100% ❤
@Hanieemadzade
August 22, 2024 at 6:05 am
Your lessons help me improve my trading strategy. Thank you for your expertise and experience!
@MohamadSimons
August 22, 2024 at 9:32 am
often use economic reports in my trading. Sometimes they can be a good indicator for predicting changes in the market. Thanks for the tip.
@syedarmaghanhassan4652
August 22, 2024 at 11:51 am
For Kevin’s information: NVIDIA is driving the AI.. You know Kevin, those little goodies, called AI-Chips? You know you is selling a SHI*-Load of them?
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