Bernstein's Stacy Rasgon on why Nvidia still has room to run

Stacy Rasgon, senior semiconductor analyst at Bernstein, joins CNBC's 'The Exchange' to discuss semiconductor stocks, beneficiaries of AI, and more. For access to live and exclusive video from CNBC subscribe to CNBC PRO: cnb.cx/42d859g
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[@freesoul3371]

This guy gets it. He really understands the technology.

[@ArchieJohnson5h]

The administration's incompetence and corruption are becoming increasingly absurd. I feel horrible for people with disabilities who aren't getting the support they require. Thank you Leah Foster Alderman. Imagine investing $1.5k and receiving $6.5k in four days.

[@AdamWright8fool]

That woman completely transformed my life for the better. I've met many people, but none are as honest as Leah. I'm surprised you know her too.

[@FreestyleJameZ]

I've seen several people talk about Leah Foster, she must be excellent for others to talk so positively about her.

[@CoreyLloydo]

Please, how can I seek her help as I'm new to this?

[@AdamWright8fool]

Leah Foster Alderman. If you search her up online, you'll definitely learn more.

[@ArchieJohnson5h]

Exactly that's her name, look her up with the name above!

[@Wobbothe3rd]

One of the few Wall Street analysts who doesn't have his head stuck up his ass when it comes to tech.

[@musiccreation1198]

OMG. How many times are we going to have this discussion?!!? I feel for you Stacy

[@xm9086]

Rasgon is the MAN！

[@palebiss1646]

I can't believe I've owned my Tesla for more than a year, but even if it's not flawless, I still love my car.

[@FreestyleJameZ]

I have this much in a taxable brokerage account, this much in a standard IRA, this much in a bank account, and this much in an employer-sponsored 401(k) plan. At the moment, I have 30% in equities and 70% in bonds, or a similar allocation. Her contact information is *Leah* *Foster* *Alderman* Thus, when she responds to your initial meeting, which should be provided to you at no cost, you should have a very clear picture of your current condition.

[@palebiss1646]

After spending some time with her and saying many thanks, I'll look up her qualifications.

[@CoreyLloydo]

My objective was to become financially independent. Although I was very fortunate to receive a soccer scholarship, I lived a miserable most of my life because my parents still gave me food and other essentials.

[@collins.l454]

You'll have to exercise patience momentarily. After that, I'll probably watch what Tesla does.

[@hikeyt2747]

I LIKE THAT GUY!!!!!!!!!!

[@anzatzi]

Listen to how thin the application discussion is!

[@skyak4493]

Look at the tangible value provided/transistor in the past, then look at what Nvidia is providing with AI -IT’S TERRIBLE!!!!
Order books are full because truckloads of money have been given to any startup that can say AI. What happens when anyone asks for revenue?

[@TheParadoxy]

Ask Stacy about OSATs please

[@Hashtag-Hashtagcucu]

He nail it

[@donutsarecool5409]

Anyone who’s thinking about investing in invidia remember Taiwan semiconductor might get taken by china and once that happens invidia won’t be able to make any gpus that they’re making rn.

[@RK-um9tu]

If that happens one's stock portfolio will be the least of his/her's worries...

[@mattvanyguitar]

@@RK-um9tuabsolutely! Well said!

[@dgaz3057]

It management demands it.

[@SG-tz7jj]

Valuation is also driven by future sales and profits that's where surprise could be there.

[@gonzosierra1]

Has nvda talked about a dividend

[@Sofie8211]

Why does he not own semiconductors?
Is that weird., I mean, what does he invest in?

[@illegalsmirf]

stonks only go UP so BTFD

[@2023gainer]

EV and AI tech delivers large Gains in 2024. FSRNQ.. Fisker rising 4 % early..Zapp charging over 80 % today... Lucid up 2 %..Xos Trucks.. Joby Evtol Jets..Plug ..Evgo and more.

[@levelup89204]

dont listen to this guy.

[@MatthewMS.]

📈🟢⚫️ NVDA 🖤💚🇺🇸

[@mikebuchanan7610]

Early

[@frankxu2490]

AMD is a Joke !!!

[@weho_brian]

i disagree!! Also it has broken out technically to the upside

[@Bintzak]

Intel is not AMD’s target anymore now it is NVIDIA to kick Asssss