AI not yet the 'lift' for Meta that the Street was expecting, says Deepwater's Gene Munster

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  • เผยแพร่เมื่อ 23 เม.ย. 2024
  • Gene Munster, Deepwater Asset Management, joins 'Fast Money' to talk Meat Q1 earnings.

ความคิดเห็น • 79

  • @darrenhere5856
    @darrenhere5856 9 วันที่ผ่านมา +2

    capex forecast is great for NVDA, AMD and SMCI... plus TXN with no AI tailwinds had great earnings... bodes well for semis

  • @GrumpDog
    @GrumpDog 9 วันที่ผ่านมา +5

    Any pessimistic view of AI is incredibly shortsighted. Giving up now would be remembered as the biggest mistake of the century, because the next company that picks it up, will almost certainly take over everything. Stay the course!

    • @ChupraCumbra
      @ChupraCumbra 9 วันที่ผ่านมา

      Remember AOL..... 😂

    • @FouadYounes940407
      @FouadYounes940407 9 วันที่ผ่านมา

      That is when apple like usuall takes it and makes it! Apple is smart..

  • @mattwalter6207
    @mattwalter6207 10 วันที่ผ่านมา +12

    Tesla said last night they were going to spend a bunch on AI, and they missed their numbers, but went way up.

    • @shadowwalker9956
      @shadowwalker9956 9 วันที่ผ่านมา +3

      Just check how much Tesla was down this year vs how much Meta was up....the expectation is everything for short-term stock prices

    • @TravelGuy7
      @TravelGuy7 9 วันที่ผ่านมา +3

      Tesla spent a billion on AI in the last quarter. Meta are behind and still have the spending to come. But this Meta sell off is ridiculous tbh. Massively oversold.

    • @shadowwalker9956
      @shadowwalker9956 9 วันที่ผ่านมา

      @@TravelGuy7 I don't think this is oversold...the Street is looking for a chance for stock like this which has had a big run up over the past year

    • @TravelGuy7
      @TravelGuy7 9 วันที่ผ่านมา

      @@shadowwalker9956 you’re probably right. I don’t hold Meta personally. It seems an overreaction to me, but I don’t follow it enough and it’s certainly ran up a lot recently. I do hold Tesla and have done for the last 7 years.

    • @ssing7113
      @ssing7113 9 วันที่ผ่านมา +1

      Because Tesla was down for three years. People are waking up to the actual Tesla story ( Elon held AI day for years and no one listened )

  • @jakesiu7773
    @jakesiu7773 10 วันที่ผ่านมา +14

    Zuckerberg needs to learn from Elon....sell or bs about the long term story.

    • @stant7122
      @stant7122 9 วันที่ผ่านมา +1

      I think they need to fight each other

    • @ssing7113
      @ssing7113 9 วันที่ผ่านมา

      Umm Elon is doom and gloom and splits facts that people don’t like to hear like we could have a severe recession and to keep afloat they need 20 billion dollars in the bank.
      And no one likes Elon on calls… historically very bad days we Elon talks and talks esoteric. He just used the metaphor of cutting 10% workforce because we once had tails. Then grew fingers. . .
      No. Also I don’t want pastry white Zuck to act anything like Elon. Elon is in a whole different realm of amazing besides paste boy and his depressing social media

  • @sch2344
    @sch2344 10 วันที่ผ่านมา +14

    If AI is the reason for the countless ads and fake news in my feed, then Ai is not what we need.

    • @ChupraCumbra
      @ChupraCumbra 9 วันที่ผ่านมา

      I keep getting Biden in Diapers

  • @ericp4573
    @ericp4573 9 วันที่ผ่านมา +4

    Those nvdia chips for AI aren’t cheap

    • @ericp4573
      @ericp4573 9 วันที่ผ่านมา +3

      And in 3 years they’ll all outdated

    • @002tar
      @002tar 9 วันที่ผ่านมา

      Why doesn’t AI design its own chip if it’s so smart?

    • @snailedlt
      @snailedlt 9 วันที่ผ่านมา

      ​@@002tar They help a lot with designing new chips

  • @bobtarmac1828
    @bobtarmac1828 9 วันที่ผ่านมา

    Ai jobloss is the only thing I worry about anymore. Any advice?

  • @jpvanessche3185
    @jpvanessche3185 9 วันที่ผ่านมา

    Data center stocks like ANET and VRT are a beneficiary of the increased cap ex guidance

  • @DoughJones
    @DoughJones 9 วันที่ผ่านมา +1

    Is not it the guy that bought it a couple of days before at 485?

  • @hbomb65
    @hbomb65 10 วันที่ผ่านมา +1

    chipotle's sauce is hot as a flip!

  • @Marco-mp1nr
    @Marco-mp1nr 9 วันที่ผ่านมา +1

    “The market today is totally casino.”

  • @ibrahimseth8646
    @ibrahimseth8646 9 วันที่ผ่านมา

    Different=4%
    Dividen(Yield)=10%
    Interest(Yield)=6%
    Payout(30 Year)=400,000B
    {
    Loan(30 Year)=200,000B
    Income(30 Year)=200,000B
    }
    Invest(30 Year)=400,000B Yield=10%
    Invest=400,000B/1.1^30
    Invest=23,000B
    Loan(30 Year)=200,000B Yield=6%
    Loan=200,000B/1.06^30
    Loan=34,800B
    Note: Can be current payout, discounted cash flow or max loan.
    Loan=34,800B
    {
    Extra=11,800B
    Invest=23,000B
    }
    Debt=35,000B Yield=6% Year=30
    Debt(30 Year)=35,000B*1.06^30
    Debt(30 Year)=201,100B
    Thank you.

  • @chiquita683
    @chiquita683 9 วันที่ผ่านมา

    Bagholders left in the stock

  • @andreapigatto2762
    @andreapigatto2762 9 วันที่ผ่านมา

    Meta has the usual game.. try to run some “demo” apps of whatever business is hyping at the moment with less than average products. Eventually closing all after two three months when hype is gone. Same with AI now, not big surprise.

  • @nextfriiday
    @nextfriiday 9 วันที่ผ่านมา +1

    Awesome. Meta is on sale.

  • @illmagnetic
    @illmagnetic 10 วันที่ผ่านมา +9

    oversold

    • @ssing7113
      @ssing7113 9 วันที่ผ่านมา

      Not really. It’s a mature company that sees depression. Should be worth zero so people can actually be happier like they were before social media

    • @mo_joe963
      @mo_joe963 9 วันที่ผ่านมา

      Should see that gap fill at 400 😀

  • @BobLee-sf6mv
    @BobLee-sf6mv 9 วันที่ผ่านมา +1

    Never figure out how they make money from AI , at least till 2030

    • @ssing7113
      @ssing7113 9 วันที่ผ่านมา

      Was never about that. Is was using excess cash to write down a ways to stay ahead as the mag7 can usually crush any newcomers

  • @ayoutubewatcher7009
    @ayoutubewatcher7009 9 วันที่ผ่านมา +3

    imagine that, A.I. isn't ready for prime time.

    • @ChupraCumbra
      @ChupraCumbra 9 วันที่ผ่านมา

      Neither was Metaverse.

  • @ripwins
    @ripwins 10 วันที่ผ่านมา +4

    Whales 🐋 already took there profits

  • @andreapigatto2762
    @andreapigatto2762 9 วันที่ผ่านมา

    Investors should become a bit more IT educated.. what we see is excitement for “demo” apps and no move or even dump for AI companies that are really building value.. go out there and get some education and only after come back to invest

  • @SoDakJason
    @SoDakJason 9 วันที่ผ่านมา

    It's a scooter.

  • @Fous1978
    @Fous1978 9 วันที่ผ่านมา +1

    You need energy transformers to build AI transformers!! Tesla is the only AI play. Energy is a huge part of AI. Meta is just an advertisement software platform with stupid projects and no Capex efficiently spending. Apple vision has shown, no one wants a screen attached to their face. Meta is spending Billions for what exactly?

  • @user-vy4im3gv3h
    @user-vy4im3gv3h 9 วันที่ผ่านมา

    You said tesla will deep more and pump hard, mehh pass on the deepwater M

  • @Philokally
    @Philokally 10 วันที่ผ่านมา +4

    Ridiculous over-reaction -- load the boat....

  • @Xmaslightsallyear
    @Xmaslightsallyear 10 วันที่ผ่านมา

    Courtney is an excellent host and reporter, and an absolute babe. Incandescently beautiful.

    • @CaptainMarvel007
      @CaptainMarvel007 10 วันที่ผ่านมา

      Find Savannah Guthrie more attractive 😊

    • @jordana.f.4422
      @jordana.f.4422 9 วันที่ผ่านมา +3

      Calm down there

  • @anzatzi
    @anzatzi 10 วันที่ผ่านมา

    AI hype body blow. Apple WW dev con will be the short
    term death knell

  • @R4dr1ar
    @R4dr1ar 9 วันที่ผ่านมา

    Well, Munster ist invested in META, so it has to be an over-reaction...

  • @squarefong
    @squarefong 9 วันที่ผ่านมา +5

    *Hallelujah!!!! The daily Jesus devotional has been a huge part of my transformation, God is good🙌🏻🙌🏻, after years of addiction to drugs and sins God chased me down as I earn $112,500 monthly. My life and family has changed, Thank you Jesus!!!...* -

    • @squarefong
      @squarefong 9 วันที่ผ่านมา +1

      Thanks to Mrs Mary Bridget Walsh.

    • @squarefong
      @squarefong 9 วันที่ผ่านมา +1

      She's a licensed broker here in the states

    • @macropolo3618
      @macropolo3618 9 วันที่ผ่านมา +1

      After I raised up to 325k trading with her I bought a new House and a car here in the states 🇺🇸🇺🇸also paid for my son's surgery (Oscar). Glory to God.shalom..

    • @clarkebrown-up9kc
      @clarkebrown-up9kc 9 วันที่ผ่านมา +1

      Wow that's nice She makes you that much!! please is there a way to reach her services, I work 3 jobs and trying to pay off my debts for a while now!! Please help me.

    • @Emmiiliza
      @Emmiiliza 9 วันที่ผ่านมา

      So nice to see Mary Bridget Walsh talked about here,her good works are speaking already, and like wide fire she's spreading.

  • @dementedacademic
    @dementedacademic 9 วันที่ผ่านมา +2

    "AI is real". -- famous last words

    • @andreapigatto2762
      @andreapigatto2762 9 วันที่ผ่านมา

      Yes but if you measure AI with a kind of demo app from meta maybe you are looking the wrong company

  • @ChupraCumbra
    @ChupraCumbra 9 วันที่ผ่านมา +1

    Chat gpt sucks...cant even tell me when my Bank 🏦 opens....😂😂😂😂😂

  • @723lion
    @723lion 9 วันที่ผ่านมา

    AI bubble will pop just like VR and NFT

  • @ssing7113
    @ssing7113 9 วันที่ผ่านมา

    Sell options 💰🤑

  • @illegalsmirf
    @illegalsmirf 9 วันที่ผ่านมา +1

    Jean Monster is an absolute tool. When did he ever say anything worth listening to?

  • @xingxing85
    @xingxing85 10 วันที่ผ่านมา

    AI don’t make money… 😅 i guess people knew this all along right ? I mean you don’t expect Apple to charge you Siri do you?

    • @TravelGuy7
      @TravelGuy7 9 วันที่ผ่านมา +1

      Your data is the product they monetize. Plenty of free websites all over the world make a fortune. From where? Your data.

  • @teslacarolina
    @teslacarolina 10 วันที่ผ่านมา +2

    CNBC the FUD channel, lol

    • @BobLee-sf6mv
      @BobLee-sf6mv 9 วันที่ผ่านมา

      The worst one

  • @shlbn8
    @shlbn8 9 วันที่ผ่านมา

    Oh wait... AI isnt proving real benefit yet? Huge surprise. A child could have called this. I feel so bad for the investors MCM channels dupe at all time highs.

  • @grandmiserthe3rd434
    @grandmiserthe3rd434 10 วันที่ผ่านมา +1

    Communism can be expensive .....!!!

  • @faizanhaque2070
    @faizanhaque2070 9 วันที่ผ่านมา

    Gene is a genie - not in a positive way

  • @user-xr9ln5pf7y
    @user-xr9ln5pf7y 9 วันที่ผ่านมา

    Probably the most clueless analyst from the past 5-10 years.

  • @CJ-sg3fc
    @CJ-sg3fc 9 วันที่ผ่านมา

    Guy isnt listening to the call and opining, what a clown