Intel isn't going to get a 'big lift' from AI, says Deepwater's Gene Munster

  Рет қаралды 31,206

CNBC Television

CNBC Television

Күн бұрын

Gene Munster, Deepwater Asset Management joins 'Fast Money' to talk Intel's quarterly results. For access to live and exclusive video from CNBC subscribe to CNBC PRO: cnb.cx/2NGeIvi
» Subscribe to CNBC TV: cnb.cx/SubscribeCNBCtelevision
» Subscribe to CNBC: cnb.cx/SubscribeCNBC
Turn to CNBC TV for the latest stock market news and analysis. From market futures to live price updates CNBC is the leader in business news worldwide.
Connect with CNBC News Online
Get the latest news: www.cnbc.com/
Follow CNBC on LinkedIn: cnb.cx/LinkedInCNBC
Follow CNBC News on Facebook: cnb.cx/LikeCNBC
Follow CNBC News on Twitter: cnb.cx/FollowCNBC
Follow CNBC News on Instagram: cnb.cx/InstagramCNBC
www.cnbc.com/select/best-cred...
#CNBC
#CNBCTV

Пікірлер: 35
@janosik150
@janosik150 5 ай бұрын
If you are short seller, you will say intel Is a bad investment. I Love intel is has been part of my life.
@iosis99
@iosis99 5 ай бұрын
Guy must be disappointed that he sold Intel holdings one year ago. Still, glad he's sharing his opinion.
@levelup89204
@levelup89204 5 ай бұрын
intel is undervalued. with huge upside with upcoming pipeline and foundry
@levelup89204
@levelup89204 5 ай бұрын
asked a guy that sold intel and own AMD about intel. what do you think he is going to say?
@PolarTutorials
@PolarTutorials 5 ай бұрын
A lot of people in the comments are talking so highly about intel. Times have chnaged and theyre not the top dog anymore the market moved on to new architectures and intel did not.
@ziaulislam87
@ziaulislam87 5 ай бұрын
Can't believe they aren't even counting in cost of building fans in earnings 😂
@optionmillionairebstudios
@optionmillionairebstudios 5 ай бұрын
Intel should be worth more than AMD.
@tipoomaster
@tipoomaster 5 ай бұрын
Yes it will. Their foundry business is set to fab a bunch of advanced products, even apart from Gaudi and future GPUs being part of AI directly.
@thomhodgson2721
@thomhodgson2721 4 ай бұрын
GPU is for learning, INTEL is already adding inference to consumer chips. Investors know P/E ratios but fail to understand technological timelines.
@pauldannelachica2388
@pauldannelachica2388 5 ай бұрын
US Government should really think about putting LLMS in Government website for more efficiency
@cuteboysss
@cuteboysss 5 ай бұрын
Hopefully intel goes up to 300
@Techaktien
@Techaktien 5 ай бұрын
He sold at the lowpoint 📉🙃
@anonymousone6075
@anonymousone6075 4 ай бұрын
woody harrelson giving stock advice
@me-pk2kb
@me-pk2kb 5 ай бұрын
Even if they grow 10% in AI, their server market will drop 20% as Jensen Huang took over
@oliver7102
@oliver7102 5 ай бұрын
People investing in INTC are praying that this company can get some of the crumbs from the dominant AI companies. They are late to the party and underinvested back when they were a dominant company. So far Intc is all about potential for a cheap share price.
@anonymousone6075
@anonymousone6075 5 ай бұрын
amd clown alert
@bruja275
@bruja275 5 ай бұрын
@@anonymousone6075 Don't get emotional dude, it's a losing proposition. Reply w/an argument, going w/an insult is very telling.
@khon6339
@khon6339 5 ай бұрын
not selling
@Capeau
@Capeau 5 ай бұрын
Clearly he doesnt know about gaudi3, i guess this guy doesnt like doing his homework 😂 Also, intel's XEON chips crush EPYC in AI workloads. He mentions more companies making their custom chips.. as if thats bad for intel LOL. They are opening up their fabs, so they will actually capitalize on this. And wtf the only other company that makes chips is Samsung?! Is this guy for real?! Loool what an idiot selling his INTC shares, right before their turningpoint. 😂
@mikeshawn5864
@mikeshawn5864 5 ай бұрын
3:10 nVDA is over priced after this year.😊😅😮
@mmercato7174
@mmercato7174 5 ай бұрын
Intel is good 🎉
@charlesdidonato5478
@charlesdidonato5478 5 ай бұрын
Have fun with Intel Gene the Munster! I’ll stick with AMD and NVDA.
@darrenhere5856
@darrenhere5856 5 ай бұрын
NVDA yes but AMD is way 2nd place to NVDA and with hyperscalers designing their own chips, the token number 2 spot is not where you want to hang out. Its good now but stay vigilant.
@localbraddah07
@localbraddah07 5 ай бұрын
​@@darrenhere5856Don't underestimate AMD with their GPU accelerator roadmap. Intel learned the hard way and is now in the rear view behind AMD. As for Nvidia, they're the main players but there's enough AI real estate for AMD to take and hold. With Dr. Lisa Su at the helm, at this time, you can't bet against AMD.
@darrenhere5856
@darrenhere5856 5 ай бұрын
she is good for sure. @@localbraddah07
@lserranov
@lserranov 5 ай бұрын
Bald guy knows nothing
@RM-nm3xn
@RM-nm3xn 5 ай бұрын
That bald guy makes more in one week than all of you giving that comment a thumbs up make in one year.
@lserranov
@lserranov 5 ай бұрын
You can kiss bald's guy banana all you want. That is fine with me
@mikeshawn5864
@mikeshawn5864 5 ай бұрын
AI market is nVDA to lose😅😊😅😊
@MARKXHWANG
@MARKXHWANG 5 ай бұрын
you should short goog, amzn and apple 10.0years ago
@mikeshawn5864
@mikeshawn5864 5 ай бұрын
@@MARKXHWANG ha, ha.
@edgardoberlioz2168
@edgardoberlioz2168 5 ай бұрын
Intc is dead 💀 money too many shares outstanding
@brytonkalyi277
@brytonkalyi277 5 ай бұрын
>>> I believe we are meant to be like Jesus in our hearts and not in our flesh. But be careful of Artificial Intelligence (AI), for it knows only things of the flesh such as our fleshly desires (without fear of God) and cannot comprehend things of the Spirit such as true love and eternal joy that comes from obeying God's Word [Galatians 5:16-26]. Man is a spirit and has a soul but lives in a body which is flesh. When you go to bed it is the flesh that sleeps, but your spirit never sleeps and that is why you have dreams, unless you have died in peace physically. More so, true love that endures and last is a thing of the heart. When I say 'heart', I mean 'spirit'. But fake love, pretentious love, love with expectations, love for classic reasons, love for material reasons (love because of material needs) and love for selfish reasons outside God those are things of the flesh. In the beginning God said let us make man in our own image, according to our likeness. Take note, God is Spirit and God is Love. As Love He is the source of it. We also know that God is Omnipotent, for He creates out of nothing and He has no beginning and has no end. That means, our love is but a shadow of God's Love. True love looks around to see who is in need of your help, your smile, your possessions, your money, your strength, your quality time. Love forgives and forgets. Love wants for others what it wants for itself. However, true love works in conjunction with other spiritual forces such as patience and faith - in the finished work of our Lord and Savior, Jesus Christ, rather than in what man has done such as science, technology and organizations which won't last forever. To avoid sin and error which leads to the death of your body and your spirit-soul in hell fire (second death), you must make God's Word the standard for your life, not AI or your flesh. If not, God will let you face AI on your own (with your own strength) and it will cast the truth down to the ground, it will be the cause of so much destruction like never seen before, it will deceive many and take many captive in order to enslave them into worshipping it and abiding in lawlessness. We can only destroy ourselves but with God all things are possible. God knows us better because He is our Creater and He knows our beginning and our end. The prove texts can be found in the book of John 5:31-44, 2 Thessalonians 2:1-12, Daniel 2, Daniel 7-9, Revelation 13-15, Matthew 24-25 and Luke 21. *HOW TO MAKE GOD'S WORD THE STANDARD FOR YOUR LIFE?* You must read your Bible slowly, attentively and repeatedly, having this in mind that Christianity is not a religion but a Love relationship. It is measured by the love you have for God and the love you have for your neighbor. Matthew 5:13 says, "You are the salt of the earth; but if the salt loses its flavor, how shall it be seasoned? It is then good for nothing but to be thrown out and trampled underfoot by men." Our spirits can only be purified while in the body (while on earth) but after death anything unpurified (unclean) cannot enter Heaven Gates. Blessed are the pure in heart, for they shall see God [Matthew 5:8]. No one in his right mind can risk or even bare to put anything rotten into his body nor put the rotten thing closer to the those which are not rotten. Sin makes the heart unclean but you can ask God to forgive you, to save your soul, to cleanse you of your sin, to purify your heart by the blood of His Son, our Lord and Savior, Jesus Christ which He shed here on earth because Isaiah 53:5 says, "But He was wounded for our transgressions, He was bruised for our iniquities; the chastisement for our peace was upon Him, and by His stripes we are healed". Meditation in the Word of God is a visit to God because God is in His Word. We know God through His Word because the Word He speaks represent His heart's desires. Meditation is a thing of the heart, not a thing of the mind. Thinking is lower level while meditation is upper level. You think of your problems, your troubles but inorder to meditate, you must let go of your own will, your own desires, your own ways and let the Word you read prevail over thinking process by thinking of it more and more, until the Word gets into your blood and gains supremacy over you. That is when meditation comes - naturally without forcing yourself, turning the Word over and over in your heart. You can be having a conversation with someone while meditating in your heart - saying 'Thank you, Jesus...' over and over in your heart. But it is hard to meditate when you haven't let go of offence or past hurts because you need a free spirit to believe His Word and meditate on it. Your pain of the past, leave it for God, don't worry yourself, Jesus is alive, you can face tomorrow, He understands what you are passing through today. Begin to meditate on this prayer day and night (in all that you do), "Lord take more of me and give me more of you. Give me more of your holiness, faithfulness, obedience, self-control, purity, humility, love, goodness, kindness, joy, patience, forgiveness, wisdom, understanding, calmness, perseverance... Make me a channel of shinning light where there is darkness, a channel of pardon where there is injury, a channel of love where there is hatred, a channel of humility where there is pride..." The Word of God becomes a part of us by meditation, not by saying words but spirit prayer (prayer from the heart). Take note, God is Spirit and those who worship Him should do so in spirit and truth (genuinely by living the Word). When the Word becomes a part of you, it will by its very nature influence your conduct and behavior. You become a new creation, guided by the Holy Spirit and not just what you hear or see. Your bad habits, you will no longer have the urge to do them. You will think differently, dream differently, act differently and talk differently - if something does not qualify for meditation, it does not qualify for conversation. *THE BATTLE BETWEEN LIGHT AND DARKNESS (GOOD AND EVIL)* Heaven is God's throne and the dwelling place for God's angels and the saints. Hell was meant for the devil (satan) and the fallen angels. Those who torture the souls in hell are demons (unclean spirits). Man's spirit is a free moral agent. You can either yield yourself to the Spirit God by choosing to do good or to the evil spirit by choosing to do wrong because God has given us discretion. If one thinks he possesses only his own spirit, he is lying to himself and he is already in the dark. God is light while the devil is darkness. Light (Holy Spirit) and darkness (evil spirit) cannot stay together in a man's body. God is Love (Love is light) and where there is no love is hell, just as where there is no light there is absolute darkness. The one you yield yourself to, you will get his reward. The reward of righteousness to man's spirit is life (abundant life) and the reward of sin to man's spirit is death. Sin and satan are one and the same. Whatever sin can cause, satan also can cause. Sin is what gives the devil dominion or power over man's spirit. When God's Word becomes a part of you, sin power over you is broken because Jesus and His Word are one and Jesus much more powerful that satan, and you become the righteousness of God through Christ Jesus. Where Jesus is, you are and when He went (to the Father), you went. In the book of John 8:42-47, Jesus said to them, “If God were your Father, you would love Me, for I proceeded forth and came from God; nor have I come of Myself, but He sent Me. Why do you not understand My speech? Because you are not able to listen to My word. You are of your father the devil, and the desires of your father you want to do. He was a murderer from the beginning, and does not stand in the truth, because there is no truth in him. When he speaks a lie, he speaks from his own resources, for he is a liar and the father of it. Which of you convicts Me of sin? And if I tell the truth, why do you not believe Me? He who is of God hears God’s words; therefore you do not hear, because you are not of God.” My prayer is, "May God bless His Word in the midst of your heart that it may become a part of you by meditating on the Word." Glory and honour be to God our Father, our Lord and Savior Jesus Christ and our Helper the Holy Spirit. Watch and pray!... Thank you for your time and may God bless you as you share this message with others.
@Vietbest-Detail-Investor
@Vietbest-Detail-Investor 5 ай бұрын
100 billions loss from Tesla and Intel today
@frankxu2490
@frankxu2490 5 ай бұрын
So true. Intel is not doing well, esp it has no AI except Blabbing !
What’s Killing Paypal’s Growth?
10:51
CNBC
Рет қаралды 502 М.
Intel CEO Gelsinger on Q1 Forecast, AI and Talent
11:25
Bloomberg Television
Рет қаралды 16 М.
Happy 4th of July 😂
00:12
Pink Shirt Girl
Рет қаралды 60 МЛН
Can You Draw A PERFECTLY Dotted Line?
00:55
Stokes Twins
Рет қаралды 111 МЛН
🤔Какой Орган самый длинный ? #shorts
00:42
Intel (INTC) As The IBM Of Semiconductors
5:01
Schwab Network
Рет қаралды 4,9 М.
Nvidia's Breakthrough AI Chip Defies Physics (GTC Supercut)
19:43
Ticker Symbol: YOU
Рет қаралды 1,4 МЛН
Artificial Intelligence | 60 Minutes Full Episodes
53:30
60 Minutes
Рет қаралды 6 МЛН
Happy 4th of July 😂
00:12
Pink Shirt Girl
Рет қаралды 60 МЛН