Deepwater's Gene Munster says today was 'underwhelming' for Microsoft

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CNBC Television

CNBC Television

14 күн бұрын

Gene Munster, Deepwater Asset Management managing partner, joins 'Closing Bell' to discuss the AI trade and Microsoft's tech event.

Пікірлер: 17
@marcus3of5
@marcus3of5 12 күн 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.
@jrmayberry3536
@jrmayberry3536 12 күн бұрын
Microsoft isn't stupid. They see the OpenAI drama. They will do things to mitigate the risk.
@klwback
@klwback 12 күн 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.
@MatthewMS.
@MatthewMS. 12 күн 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.
@ronsilva7394
@ronsilva7394 12 күн бұрын
This guy will talk it up while selling his positions .
@MatthewMS.
@MatthewMS. 12 күн бұрын
Yeah ok it’s all a giant conspiracy
@MatthewMS.
@MatthewMS. 12 күн 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.
@mmercato7174
@mmercato7174 12 күн бұрын
Intel and AMD are cheaper Than Nvda !
@frederickgivens1569
@frederickgivens1569 12 күн бұрын
cheaper for a reason
@lisbethsalander1723
@lisbethsalander1723 12 күн бұрын
AMD is not cheaper.
@calvinj5639
@calvinj5639 12 күн 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
@calvinj5639
@calvinj5639 12 күн 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"
@Joe-nj8py
@Joe-nj8py 12 күн бұрын
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