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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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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 Technology.”
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16 Comments

16 Comments

  1. @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 !!

  2. @Sonder2030

    August 21, 2024 at 7:28 pm

    The company’s name is literally Jensen and he doesn’t own Nvidia…sad.

  3. @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

  4. @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% ❤

  5. @Hanieemadzade

    August 22, 2024 at 6:05 am

    Your lessons help me improve my trading strategy. Thank you for your expertise and experience!

  6. @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.

  7. @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?

  8. @NoelKodra-p6k

    August 22, 2024 at 3:47 pm

    Great transmission, as always. I appreciate the no-nonsense you take to the news and the markets. A lot has changed and that’s about it,but the truth is that I don’t even much about the bull or bear market anymore because The OX trade covered me while I’m doing comfortable.45k 67k every week and I’m still counting thanks to her❤️

    • @JohnTom-j2y

      August 22, 2024 at 3:47 pm

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      August 22, 2024 at 3:48 pm

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    • @McHenryStephens

      August 22, 2024 at 3:49 pm

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      August 22, 2024 at 3:50 pm

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Google Rolls Out New AI Chips to Challenge Nvidia

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Alphabet Inc.’s Google is rolling out new artificial intelligence chips, aiming to capitalize on its rapid ascent as a challenger to Nvidia Corp. Mandeep Singh of Bloomberg Intelligence has more.
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