Still questions around how Amazon will take advantage of AI, says Deepwater's Gene Munster

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  • čas přidán 8. 09. 2024
  • Gene Munster, Deepwater Asset Management, joins 'Closing Bell Overtime' to talk Big Tech earnings.

Komentáře • 12

  • @bigwaidave4865
    @bigwaidave4865 Před měsícem +5

    Take a hint from META. Buy more Nvida chips to run your AI. Forget about building your own cheap Charliee!!

  • @Zeb_Fields
    @Zeb_Fields Před měsícem +6

    I will continue to own and DCA into AMZN & AAPL

  • @kurdi98k
    @kurdi98k Před měsícem +4

    AI story is cracking. Capex keeps rising and multiples are expanding.

    • @bigwaidave4865
      @bigwaidave4865 Před měsícem +1

      CE is a tax write off. Lag behind Meta will eat your ad rev alive.

  • @元秦武都
    @元秦武都 Před měsícem

    Apple's AI sucks in China. Sell Selll Sell.

  • @xxxxl2333
    @xxxxl2333 Před měsícem +6

    Apple, no growth but fw PE of 31 🤣 thx but no

    • @user-oj1id5mp7w
      @user-oj1id5mp7w Před měsícem +1

      31 is really low

    • @zamonischeswunderrind1353
      @zamonischeswunderrind1353 Před měsícem

      @@user-oj1id5mp7w for MS and Nvidia with their growth. Apple is a dinosaur with 5-6% growth if they wouldnt buy back shares they would even look more ugly