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Gene, you are right about MU. It is dirt cheap. Remember when everyone was worried about NVDAs gaming business? Yeh, no one cares about that anymore. They just care about Ai and data centers now. Right now MUs legacy business is slow. Kind of shitty. People will wake up soon and re rate MU. If it gets a 20 PE, it will trade at $180 a share! It’s one of my favorite stocks for 2025. BTW, I’m the guy that met you in line at We robot and told you that NVDA will be the big winner in Ai.

Marty Zweig made an OK living following the Fed. Happy Holidays.

thanks gents

I've invested primarily in dividends for a very long time. This is not to say that I do not own growth stocks-I do. A well-rounded portfolio has to include elements from both areas. Maintaining a sizable cash cushion is one technique to reduce the stress associated with stock market trading. Although I invest in the market, I never use all of my funds there.

wait until blackwell gpu's are fully equipped in googles data centers. in 24 months google will be king.

Merry Christmas guys and thank you for the content

I am at the beginning of my "investment journey", planning to put 385K into dividend stocks so that I will be making up to 30% annually in dividend returns. any good recommendation on great performing stocks or Crypto will be appreciated..

Uh, guys: you haven't considered that you might have it backwards: the slower the answer the cheaper the cost. If my system is using inference-time to craft better answers, yes, more inference time should mean a slower answer, but it's ALSO possible that slower INFERENCE makes for a slower answer. That is, if you want a faster answer, you pay more. In my opinion, that's where we're going. Faster inference-time will cost more, so the slowness of your answer from the system will be a product of both how much inference time compute the system spends and also the speed of that inference time compute. You can get equal quality answer for free...if you're willing to wait for half a day for that answer, for example. In claiming that a slower answer means a better answer (as you noted in your video), you are missing the eventuality that if you pay, you get fast answers; if you free-load, you get slower answers. It's already like that in some ways. I should add that companies like Groq and Cerebras are banking on fast inference being worth a lot of $$$.

Smiling faces, much better! You guys produce great content.

Gemini how can I get Alpha returns?

Hi Gene, I've heard you say again and again we're in a 3-5 year bull market followed by the bursting of a spectacular bubble. I've never heard you provide a rationale for this. I love to hear you explain a bit more.

This next crash will be epic

Investing after a rate cut can be good because it usually boosts economic growth, leading to higher corporate profits and stock prices. Plus, lower rates can make stocks more appealing compared to fixed-income investments. Analysts are wrong and I truly hope other investors realizes this..

Exellent

Thank you for your videos mate.. If there is one thing I have learned in recent months it is to remain calm, especially when it comes to investments in cryptocurrencies. Learn not to sell in a panic when everything goes down and not to buy in euphoria when everything goes up. I advise y'all to forget predictions and start making a good profit now because future valuations are all speculations and guesses. Bitcoin going up is good for the entire market and you can not tell if it's going bearish or bullish. I Would say More emphasis should be put into day trading as it is less affected by the unpredictable nature of the market.I have made over 9btc from day trading with Harry’s Dent insights and signals. in less than one month, this is one of the best medium to backup your assets incase it goes bearish...

Buy the dip, wait for the inauguration rally and reap the rewards

HEXATRONIC GOING TO CONNECT USA!

Specular Bubble… not comforting😂😢😢😊😊😅

THANKS FOR PRESENTING!

Powell trying to crush the Spring real estate market. Shelter is his nemesis. By the second half of 25’ I expect rate cuts to resume and accelerate. As far as tech stocks, I’m buying the dip!

AI bubble is going to burst sooner than you think. I work in AI and there is no way what’s being built will make these giant companies enough money to offset the investments.

Amazing summary, very thoughtful

The Fed just cut rates an entire point. That's a great start. No reason for the market to freak out if we go a little slower (which is a good thing since the economy is strong). Buy The Dip!

Thanks Gene. Reminding us the key factor is the AI story does not change and late January should reinforce that thesis.

So much for the Trump trade😂

You say there'll be a 10% pullback; we almost reached half of that today.

Agreed. In the midst of Fed's uncertainty, what's certain about the market is the AI buildout and its applications rollout. Thanks, Gene.

"unlikely, but not ruled out..."

Appreciate these timely posts.

Seeing that rate hikes are "unlikely" is not "taking them off the table". Advising people that rate hikes aren't possible will lose them a lot of money if it happens. Given the recent data in today's meeting, you at least need to be prepared for the possibility.

Much ado about nothing

Thank you for your insights Gene.

!!I am at the beginning of my "investment journey", planning to put 385K into dividend stocks so that I will be making up to 30% annually in dividend returns. any good recommendation on great performing stocks or Crypto will be appreciated..

Thanks for sharing

According Powell’sFED: Trump’s policies will be inflationary…….but Biden’s were not……..after january 20th nobody will care anymore about this FED. Reforms will produce a bull run and lower deficit…..they better deliver that.

Thanks Gene. I was wondering why $TSLA suddenly sold off today. Now I have a good and clear understanding thanks to your video, and it gives me some insight into the coming months as well. Have a great xmas mate (from Australia)!

Bascally, Jerome admitted he is over his head. Step down

Thank you. Appreciate your comments and insight....

ouch don't hurt us uncertain if rate cuts are off the table or not, now they are tomorrow they're not.

Thank you for a calm voice in the middle of the stupid sell off. I’ve been a fan of yours for over a decade most especially your wise commentary on Apple all these years. I wanna wish you a very merry Christmas and thank you for sharing your wisdom.

Thank you so much Gene and Doug for your videos. Greatly appreciated. Very useful to me. Wish you guys a Merry Christmas.

This guy Doug whoever he is and excuse me for not knowing is absolutely useless on this video.. Apple Intelligence is just getting going.. just like AI is really just getting going.. he’s making it like he’s superior to everybody else and for his use. It’s a shoulder shrug… well from my use. It’s pretty freaking cool and it’s going to get better because we’re in the very early stages… Gene Munster is speaking more for the average user which is what 90% of iPhone users are.. I had an iPhone 13 Pro which when I got it I loved it now I have an iPhone 16 Pro and I think this is a great phone.. It’s fast and works pretty seamlessly… and I have been using the AI and one has to just see the potential to see where this is going… I really hate this elitist crap when Tech people talk down to the common man.. because they are all full of themselves… I like Gene Munster he’s always been pretty straight on and he got this one right that Apple Intelligence is around a seven right now.

Latest earning's was Broadcom's May 2023 Nvidia moment. Incredible.

Also custom silicon is nothing new. Google has been making their own GPU equivalent i.e. TPUs for a while and they train & do most of their inference on their custom silicon. That has not deterred the demand for Nvidia GPUs. Nvidia's biggest advantage is CUDA so if the hyperscalers want to offer their custom silicon to customers, it probably has to be compatible with CUDA, which in the end should also benefit Nvidia. We shouldn't also forget that TSMC probably also has a limited capacity so unless we get competition in the foundary business, we will remain supply constrained for a while.

Wrong about Nvidia GPUs. Something like Blackwell is especially customized for Datacenter workloads so its not as general purpose as you are claiming. Older generation GPUs were probably general purpose but not the new generation ones as they are focused on datacenter workloads.

Nvidia has already sold out its Blackwell chips for next year. The slower growth rate in their AI segment is due to TSMC’s limited production capabilities, not a lack of demand for Nvidia chips. I believe you need to conduct a more in-depth analysis.

So, if Amazon custom silicon is so great, why do they need a second and third generation before they can replace any Nvidia systems? Because your argument that custom silicon is "better" "more custom to the their software" isn't correct. Not yet at least.

It's nice to see Google isn't just a place to "rest and vest."

When you think about these server farms around the world, you are going to build them with NVDA vs custom AVGO.

anyone else distracted by the monkey? is that a symbol of something I'm not aware of? Is it just an anatomically exaggerated "speak no evil" monkey?