• A Top AI Stock Surges 50% in a Single Day, Elon's Big Bet, and 3 Stocks to Buy Today

  • 2024/12/06
  • 再生時間: 41 分
  • ポッドキャスト

A Top AI Stock Surges 50% in a Single Day, Elon's Big Bet, and 3 Stocks to Buy Today

  • サマリー

  • In this episode, Eric Bleeker and David Hanson take the pulse of the market, exploring whether the "Next Wave' of AI is truly beginning. They dive into the latest earnings reports from Marvell (MRVL) and Credo (CRDO), unpack the rationale behind adding more capital to Eric's Broadcom (AVGO) position, and discuss the explosive demand for GPUs.

    The duo also covers Salesforce’s surprising stock surge following lackluster earnings and guidance, fueled by excitement around AI agents. This sets the stage for new software investments, including Eric’s latest portfolio additions: Cadence and Synopsys.

    続きを読む 一部表示

あらすじ・解説

In this episode, Eric Bleeker and David Hanson take the pulse of the market, exploring whether the "Next Wave' of AI is truly beginning. They dive into the latest earnings reports from Marvell (MRVL) and Credo (CRDO), unpack the rationale behind adding more capital to Eric's Broadcom (AVGO) position, and discuss the explosive demand for GPUs.

The duo also covers Salesforce’s surprising stock surge following lackluster earnings and guidance, fueled by excitement around AI agents. This sets the stage for new software investments, including Eric’s latest portfolio additions: Cadence and Synopsys.

A Top AI Stock Surges 50% in a Single Day, Elon's Big Bet, and 3 Stocks to Buy Todayに寄せられたリスナーの声

カスタマーレビュー:以下のタブを選択することで、他のサイトのレビューをご覧になれます。