Gene Munster, Deepwater Asset Management managing partner, joins 'Closing Bell' to discuss the AI trade and Microsoft's tech event.
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@marcus3of54 ай бұрын
The way I see it some of these guys have such large holdings in Google and Apple they need things to stay status quo. Microsoft advancing as fast as they are it's unsettling.
@jrmayberry35364 ай бұрын
Microsoft isn't stupid. They see the OpenAI drama. They will do things to mitigate the risk.
@klwback4 ай бұрын
where is Apples AI strategy. You just said its going to be with OpenAI which is owned by Microsoft. How is that not a strategy that benefits Microsoft.
@ronsilva73944 ай бұрын
This guy will talk it up while selling his positions .
@matthew.m.stevick4 ай бұрын
Yeah ok it’s all a giant conspiracy
@matthew.m.stevick4 ай бұрын
Yeah a “AI PC” not feeling that, I like it on my phone, for personal use… and the “Intel and AMD” chip usage jumped out. Not feeling it. I am rethinking MSFT from that.
@matthew.m.stevick4 ай бұрын
Also the Opan AI team is like this giant soap opera and Sam Altman seems like a satire theatre kid sell me this pen 🖊️ vibes? I don’t know.
@mmercato71744 ай бұрын
Intel and AMD are cheaper Than Nvda !
@frederickgivens15694 ай бұрын
cheaper for a reason
@lisbethsalander17234 ай бұрын
AMD is not cheaper.
@calvinj56394 ай бұрын
If you think you know something that the overall markets don't (buying AMD&Intel since it's "cheaper") then maybe what you "know" is nothing at all
@calvinj56394 ай бұрын
@@lisbethsalander1723 Exactly. These are the same type of people that say they will sell now so they can buy after a stock split at a "cheaper price"