Bernstein's Stacy Rasgon on why Nvidia still has room to run

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Stacy Rasgon, senior semiconductor analyst at Bernstein, joins CNBC's 'The Exchange' to discuss semiconductor stocks, beneficiaries of AI, and more. For access to live and exclusive video from CNBC subscribe to CNBC PRO: cnb.cx/42d859g
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Опубликовано:

19 июл 2024

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Комментарии : 37

@freesoul3371 11 дней назад

This guy gets it. He really understands the technology.

@ArchieJohnson5h 10 дней назад

The administration's incompetence and corruption are becoming increasingly absurd. I feel horrible for people with disabilities who aren't getting the support they require. Thank you Leah Foster Alderman. Imagine investing $1.5k and receiving $6.5k in four days.

@AdamWright8fool 10 дней назад

That woman completely transformed my life for the better. I've met many people, but none are as honest as Leah. I'm surprised you know her too.

@FreestyleJameZ 10 дней назад

I've seen several people talk about Leah Foster, she must be excellent for others to talk so positively about her.

@CoreyLloydo 10 дней назад

Please, how can I seek her help as I'm new to this?

@AdamWright8fool 10 дней назад

Leah Foster Alderman. If you search her up online, you'll definitely learn more.

@ArchieJohnson5h 10 дней назад

Exactly that's her name, look her up with the name above!

@Wobbothe3rd 11 дней назад

One of the few Wall Street analysts who doesn't have his head stuck up his ass when it comes to tech.

@xm9086 11 дней назад

Rasgon is the MAN！

@musiccreation1198 11 дней назад

OMG. How many times are we going to have this discussion?!!? I feel for you Stacy

@palebiss1646 11 дней назад

I can't believe I've owned my Tesla for more than a year, but even if it's not flawless, I still love my car.

@FreestyleJameZ 11 дней назад

I have this much in a taxable brokerage account, this much in a standard IRA, this much in a bank account, and this much in an employer-sponsored 401(k) plan. At the moment, I have 30% in equities and 70% in bonds, or a similar allocation. Her contact information is *Leah* *Foster* *Alderman* Thus, when she responds to your initial meeting, which should be provided to you at no cost, you should have a very clear picture of your current condition.

@palebiss1646 11 дней назад

After spending some time with her and saying many thanks, I'll look up her qualifications.

@CoreyLloydo 11 дней назад

My objective was to become financially independent. Although I was very fortunate to receive a soccer scholarship, I lived a miserable most of my life because my parents still gave me food and other essentials.

@collins.l454 11 дней назад

You'll have to exercise patience momentarily. After that, I'll probably watch what Tesla does.

@hikeyt2747 11 дней назад

I LIKE THAT GUY!!!!!!!!!!

@anzatzi 11 дней назад

Listen to how thin the application discussion is!

@TheParadoxy 11 дней назад

Ask Stacy about OSATs please

@Hashtag-Hashtagcucu 11 дней назад

He nail it

@dgaz3057 11 дней назад

It management demands it.

@skyak4493 11 дней назад

Look at the tangible value provided/transistor in the past, then look at what Nvidia is providing with AI -IT’S TERRIBLE!!!! Order books are full because truckloads of money have been given to any startup that can say AI. What happens when anyone asks for revenue?

@SG-tz7jj 11 дней назад

Valuation is also driven by future sales and profits that's where surprise could be there.

@donutsarecool5409 11 дней назад

Anyone who’s thinking about investing in invidia remember Taiwan semiconductor might get taken by china and once that happens invidia won’t be able to make any gpus that they’re making rn.

@RK-um9tu 11 дней назад

If that happens one's stock portfolio will be the least of his/her's worries...

@mattvanyguitar 11 дней назад

@@RK-um9tuabsolutely! Well said!

@gonzosierra1 10 дней назад

Has nvda talked about a dividend

@illegalsmirf 11 дней назад

stonks only go UP so BTFD

@Sofie8211 10 дней назад

Why does he not own semiconductors? Is that weird., I mean, what does he invest in?

@2023gainer 11 дней назад

EV and AI tech delivers large Gains in 2024. FSRNQ.. Fisker rising 4 % early..Zapp charging over 80 % today... Lucid up 2 %..Xos Trucks.. Joby Evtol Jets..Plug ..Evgo and more.