What The Investor Channel said in this video:
- AMDneutralAMD will not sit on the sidelines as Meta has a huge investment and incentive to use its hardware; AMD is expanding its AI footprint inside Meta.Source
- AMZNbullishlong-termAmazon's e-commerce and cloud businesses could each reach $1 trillion in revenue over the next 5-10 years; AI investments will pay off and shareholders need to buckle up and wait.Source
- AVGOneutralBroadcom, like AMD and Nvidia, is using a ton of free cash flow to invest in the ecosystem to keep financing and the data center buildout moving.Source
- GOOGLbullishlong-termGoogle's inventory build of self-developed AI chips causes short-term pain and missed free cash flow, but the inventory will convert to revenue and profits faster; Wall Street misunderstands this and Google will surprise to the upside next year.Source
- AI Capexpositive for stockslong-termBig tech is investing heavily in AI infrastructure that is printing record revenue and profits; therefore dips are an early Christmas gift and the music will not stop.Source
- METAbullishshort-termMeta has moved sideways year-to-date; pullbacks into the 550 range are a great opportunity. There is support at 540 and upside potential to retest all-time highs at 780-800.Source
- AAPLneutrallong-termApple sits at all-time highs as investors flee to the safety of its technology, but if cloud growth rates extend into the next decade, those companies will almost assuredly overtake Apple.Source