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.

[@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.

[@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.

[@Valentine-sd2fb]

A robust strategy is crucial for any investor's portfolio. When it comes to making high-stakes decisions, the greater the risk, the greater the potential reward, and it's wise to seek guidance from seasoned professionals.

[@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.

[@WallaceCob]

!I recently sold some of my long-term position and currently sitting on about 250k, do you think Nvidia is a good buy right now or I have I missed out on a crucial buy period, any good stock recommendation on great performing stocks will be appreciated

[@DonaldToliver-se5tz]

You need an expert. I'm guided by Adviser Bruce Murdock a widely known consuitant.

[@DonaldToliver-se5tz]

My colleagues had a good laugh at me when I told them I started my journey with $50k capital and how I accumulated over 6 figures within a span of 7 months. They never believed me until I pulled out my P&L. I know that learning the ins and outs of the market isn't for everyone, that's why personally, Bruce Murdock oversees my investments.

[@WallaceCob]

nice! once you hit a big milestone, the next comes easier.. How can i reach him, if you don't mind me asking?

[@WallaceCob]

I've just looked up his full name on my browser and found his webpage without sweat, very much appreciate this..

[@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

[@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