Software stocks can pick up the pace in the second half, says Jefferies' Brent Thill

Brent Thill, Jefferies tech research analyst, joins 'Squawk on the Street' to discuss whether the tech sector can continue its rally, how AI is dominating every boardroom discussion, and much more. For access to live and exclusive video from CNBC subscribe to CNBC PRO: cnb.cx/42d859g
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[@larraine-y2o]

I think it's important to stick to stocks that are immune to economic policies. AI stocks that have the potential to power and transform future technologies. It seems AI is the trajectory most companies are taking, including even established FAANG companies. Maybe there are other recommendations?

[@renitacatoggio]

I bought into NVIDIA around September last year because my financial advisor recommended it to me. She said the company is selling shovels in a gold rush. It accounted for almost 80% of my market return this year.

[@larraine-y2o]

@lanchovanec That's a great tip. I'm setting out 50k to invest in the market this year. Any particularly useful tips you could offer to me?

[@larraine-y2o]

@lanchovanec I looked up her name online and found her page. I emailed and made an appointment to talk with her. Thanks for the tip

[@Janise-pg8yr]

I just sold a property in Portland and I'm thinking to put the cash in stocks, I know everyone is saying its ripe enough, but Is this a good time to buy stocks? How long until a full recovery? How are other people in the same market raking in over $450k gains within months, I'm really just confused at this point.

[@Manselus-uy3kz]

A lot of folks downplay the role of advisors 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.

[@TaniaLato-ky4wo]

That does make a lot of sense, unlike us, you seem to have the Market figured out. Who is this coach?

[@Manselus-uy3kz]

My CFA ’ANGELA LYNN SCHILLING’ , 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.

[@TaniaLato-ky4wo]

Thank you for the lead. I searched her up, and I have sent her an email. I hope she gets back to me soon.

[@tommychestnut5335]

It was stupid of me to sell $76,000 worth of NVDA stocks without reinvesting. I might turn to cash soon if I don't. Any particulars? (Buying bonds or CDs is not for me).

[@Patriciacraig599]

It’s important to consult with a financial advisor before making any investment decisions.

[@traviswes7082]

You're right, I and a few Neighbors in Bel Air Area work with such advisor who prefers we DCA instead of a lump sum purchase, Following this, my portfolio grew 40% in the last quarter.

[@instinctively_awesome8283]

nice! once you hit a big milestone, the next comes easier.. who is your advisor please, if you don't mind me asking?

[@traviswes7082]

Kathleen Cheryl Constantz is a hot topic among financial elitist in The US. She's gained some reputation for her works during Covid. All the info. you need to set up an appointment is on her web page.

[@PhilipMurray251]

Thank you. I just checked her out on the web browser, She seems really proficient. I'll follow up with an email. Thanks for the lead.

[@zerac5036]

this clown said PLTR is expensive under 20? and now is almost 26....

[@Jnoel608]

Because he was buying it then.

[@SuperReyand]

PLTR is expensive & will crash soon

[@emerica187]

PLTR will keep charging ahead. The analysts have been wrong about this stock all along

[@SuperReyand]

@@emerica187 data is never wrong.

[@Jnoel608]

I don’t know how AI will generate money for these companies. A lot of their business is complicated and I don’t see AI replacing software workers anytime soon. The only thing I see is AI making the work a bit easier. Still have to pay workers.

[@weho_brian]

instead of hiring 10 software developers, now you only need 2. All of these software names rely on companies to hire more people in order for their licensing/SAS model to go up

[@AG-hl1ni]

PLTR already is

[@AG-hl1ni]

Ill stick with PLTR

[@emerica187]

Keep showing thay snowflake graphic to try and recover your losses 🤣🤣🤣 PLTR will be the winner on the software side of the AI space