Bernstein's Rasgon on AMD earnings: AI story is all that matters to investors
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- เผยแพร่เมื่อ 17 ต.ค. 2024
- Stacy Rasgon, Bernstein, joins 'Fast Money' to talk what to expect from tech earnings next week. For access to live and exclusive video from CNBC subscribe to CNBC PRO: cnb.cx/42d859g
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AI stocks are set to dominate 2024. I prefer NVIDIA because they're well-positioned for long-term growth and support other AI companies. I know someone who made over 200% with NVIDIA. I'll also consider the other recommendations you made.
I agree. Just because there are opportunities doesn't mean we should dive in without caution. We should look for market analysis or guidance, or seek advice from certified market strategists.
Absolutely, having a solid plan is crucial. My portfolio has been well-balanced and recently doubled since early last year. My financial advisor and I are working towards a seven-figure goal, although this might take until Q3 2024.
I think could really use the expertise of an advisor like that.
Her name is BONITA JEANETTE RODRIGUEZ. Just look her up
Thanks for sharing. I searched for her name and found her website. I reviewed her credentials and did my research before contacting her. Thanks again.
The main focus for markets now is Nvidia, which has powered a large chunk of the S&P 500’s recent earnings. Nvidia’s stock, up more than 100% this year, rose 2.5% in New York on Monday, sending the Nasdaq 100 index to another record high. I'm still looking for companies to make additions to my $350K portfolio, to boost performance. Here for ideas...
I think the next big thing will be A.I. For enduring growth akin to META, it's vital to avoid impulsive decisions driven by short-term fluctuations. Prioritize patience and a long-term perspective most importantly consider financial advisory for informed buying and selling decisions.
A lot of folks downplay the role of advlsors until being burnt by their own emotions. I remember couple summers back, after my lengthy divorce, I needed a good boost to help my business stay afloat, hence I researched for licensed advisors and came across someone of utmost qualifications. She's helped grow my reserve notwithstanding inflation, from $275k to $850K
This is definitely considerable! think you could suggest any professional/advisors i can get on the phone with? i'm in dire need of proper portfolio allocation
Rachel Sarah Parrish is the licensed fiduciary I use. Just research the name. You’d find necessary details to work with a correspondence to set up an appointment..
She appears to be well-educated and well-read. I ran a Google search for her name and came across her website; thank you for sharing.
I want to diversify my portfolio worth around $200k, i'll be buying some Tech stocks, what are some new gen stocks i can add to my portfolio to get reasonable increase and protect my future
i'd advise you redistribute assets in your portfolio with the help of a pro so you don't get burnt in the market.
Accurate asset allocation is crucial, I used hedging strategies to allocate part of my portfOlio to defensive assets for market downturns. Expert guidance is vital for achieving this. This approach has helped me stay finan-cially secure for over five years, yielding nearly $1 million in returns on invest-ments.
pls how can I reach this expert, I need someone to help me manage my portfolio
Monica Shawn Marti is the licensed advisor I use. Just search the name. You’d find necessary details to work with to set up an appointment.
Thank you for the lead. I searched her up, and I have sent her an email. I hope she gets back to me soon.
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I think investors should always put their cash to work, especially In 2024, we'll start to see more market diversification. I'm hoping to invest about $350k of my savings in stocks against next year. Hope to make millions in 2024
Since risk is at an all-time high right now, perhaps you should be a little more patient and return when it has decreased. Alternatively, you can consult a trained financial expert for strategy.
Yes true, I have been in touch with a brokerage Advisor. With an initial starting reserve of $80k, my advisor chooses the entry and exit commands for my portfolio, which has grown to approximately $550k.
I’ve been looking to switch to an advisor for a while now. Any help pointing me to who your advisor is?
My CFA ’Melissa Jean Talingdan’ , a renowned figure in her line of work. I recommend researching her credentials further. She has many years of experience and is a valuable resource for anyone looking to navigate the financial market.
I searched for her full name online, found her page, and sent an email to schedule a meeting. Hopefully, she responds soon. Thank you.
3 years ago, I started investing with $300k and my portfolio includes tech stocks, but I've only made about 6% total, or 2% per year, which my friends say is very low. I also put $800k into a 401k with a financial advisor, and it's now worth about $1.2 million after 10 years. I think I need to revamp my portfolio. Any advice on what to do with my money would be greatly appreciated.
I don.t really know your risk tolerance or asset allocation, sounds like just bad stock picking. Also unclear if the advisor is providing any other value via financial planning or other decision making. But likely scenario is just bad stock picks. Index funds, Etfs and chill.
You should definitely fire your advisor! That's a bad financial advisor. Over 50 years of data reveal that those who work with fiduciary advisors typically earn more than those who go it alone. I've been fortunate to work with one for 6 years, resulting in a $3 million portfolio.
Your advisor must be really good. How I can get in touch? My retirement portfolio's decline is a concern, and I could use some guidance.
Her name is. *GRISELDA ELENA JEMMOTT* Just research the name. You’d find necessary details to work with a correspondence to set up an appointment.
I just curiously searched her up, and I have sent her an email. I hope she gets back to me soon. Thank you
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I agree that many people are considering NVDA as the "Stock of the year." However, I'm curious about which stocks could potentially become the next META in terms of growth over the next decade. I've allocated $200k for investment, aiming to retire comfortably.
I think the next big thing will be A.I. For enduring growth akin to META, it's vital to avoid impulsive decisions driven by short-term fluctuations. Prioritize patience and a long-term perspective consider financial advisory for informed buying and selling decisions.
Facing a similar situation, I sought advice from an invęstment advisęr. Through portfolio restructuring and diversification with good ETFs, S&P 500 and growth stocks, I've turned my portfolio around from $200k to over $800k in a few years.
It appears that your investment advisor is highly skilled. Could you please let me know if you are still in contact with this advisor and, if so, how?
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AI stocks will dominate 2025. Why I prefer NVIDIA is that they are better placed to maintain long term growth potential, and provide a platform for other AI companies. I know someone who has made more than 200% from NVIDIA. I'll also take these other recommendations you made.
I agree, just because the market presents opportunities doesn't mean we should rush in headfirst. For this reason, we should look for appropriate market analysis or guidance or, alternatively, seek advice from certified market strategists.
Agreed! this is why I work with one. My $520k portfolio is well-matched for every market season yielding 85% rise from early last year to date. I and my advisor are working on more figures for this year. IMO, financial advisors are the most sought-after professionals after doctors.
I could really use the expertise of this advsors.
Her name is ’Melissa Jean Talingdan’. Just research the name. You’d find necessary details to work with a correspondence to set up an appointment.
I just curiously looked her up on the web and I would say she really has an impressive background in investing. I will write her an email shortly.
Short term you never know which direction it’s going but Buy and hold for 5-10 years and you will gain the rewards.
And even better return if you start by selling a put (CSP).
Buy Chinese
@@remix-yy1hs lol, no thank you.
@@nixic_You are right ! I have never bought a chinese stock no matter what
Unless you invested in Intel lol. Then you'd be down money after 5-10 years!
Just caught Bernstein’s take on AMD earnings, and apparently, it’s all about the AI story now. 🤖💸 I’ve got $75k burning a hole in my pocket and I’m itching to get started. Should I be diving headfirst into AMD or is it better to spread the love across a few AI stocks? I mean, I don’t want to put all my eggs in the AI basket and end up with a bunch of overpriced chips. Anyone got some wisdom on how to navigate this AI hype without getting burned?
>>I’m thinking about hiring an investment advisor to help me make sense of all these trends and opportunities. But how do I find a trustworthy advisor who won’t just fleece me for their “expert” advice? Any suggestions on where to start?
There's this financial advisor that was figured at CNBC Linda Aretha Reeves, try looking her up so you will know maybe you can employ her to mange you as well
Thanks for the recommendation! I looked into Linda Aretha Reeves and she seems like exactly the advisor I need. Her expertise and approach seem spot on for navigating the current market. I’m feeling much more confident about moving forward with my investments now. Appreciate the help-here’s to smart and successful investing! 🌟
@@PhilipMurray251 SMH is a safe bet at least relative to jumping into one chip company.
Put 100% on Nvidia, no one else is close.
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Please get Tom Lee not Stacy. He has not idea, since he keeps saying, “ I don’t know”.
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Not raising Capex is not what traders and Michelle are saying is the problem for Google: it's the justification for continued infrastructure buildout . On todays episode they cried about the "return on investment" or ROI for building out GPU Ai infrastructure. Same thing Dan Nathan speculated on. But without concrete evidence H100's are not needed in the face of CEO's who insist they are, the paranoia is unwarranted. You could've said the same last year. Furthermore demand is so extreme Nvidia could lose hyperscaler sales and still beat guidance big time. This is the same crap designed to terrorize retail investors from holding long term decade after decade.
Well said
They are out in force trying to get everyone to sell
This definitely feels like a "hold the line" moment for the AI trade. People are going to feel terrible getting out right now. Just wait a month lol
Stacy always has interesting things to say
Not true! The AMD has a very diversified produkt portfolio than just AI. The AMD story is eating the lunch of Intel in the past 10 years and in the next 10 years, not just the AI. Bernstein is too shortsighted.
Yeah this guy knows surprisingly little about chips for being a chips specialist.
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How can buy side still hold higher expectation than 4b as stock traded at the desperate level even lower than its post 1Q earning.
TSM have a great report and raise. The sell off is nonsensical
itll come back, small caps are having their moment.. which i cant bring myself to invest in
@@aeromotive2small caps will have over a year of a bull run. They will lead. Tech will be slightly behind but still ok
Buy, hold, and DCA.
@@TheOriginalCameron Ok put your money where your mouth is
Intel gonna go up
AMD will be a $300 stock in 3 years. Don't bet against Lisa Su
Buying under $100 on AMD stock is pretty good. Now kind of expensive....
Thats lie Nvidia has 2 stocks huge money took out Nvidia and put in serve robot inc. look
The entire market will crash based on an earnings report, that’s where we’re at right now. It literally just happened. Don’t deny it.
1:33 ..Bottom Line ...... "I don't know"
I see a lego guy here hihihihi
When it came time to pay the stock holders bought Nvidia a sudden chip drop now Ai not work. Why all the layoffs an Ai not ready to use.
A democratic switch.
AMD is now at good price, just buy the dip before earnings
Stacey doesnt like anything but nvidia!
I told you, wait one hour you lose billions
Tsmc smashed earnings and didn’t matter so I think earning are dumb
Chips can grow, it about connections or what
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He is talking rubbish. Who hired him??😂😂
Wait for Spiderman
AMD is sleeping
google said he bought bunch of chips. Amazon said he also bought bunch of chips. META also said that. Elon musk also said that.
and you told me the chip companies cannot have good income? are you fk kidding me????🤣🤣🤣🤣🤣🤣
This guy is just bullshitting. Typical for analysts.
AMD back to 89$ 🤔😞 slaughterhouse
Buy Chinese companies
😂 Disastrous like NIO stock 😢
Wait? Wait for what?
AMD stock is dead. It’s going back below 100
Stacey is a clown. He has been wrong on AMD for every turn. Just read Matt Ramsey.