Artwork

Frank Curzio and Curzio Research에서 제공하는 콘텐츠입니다. 에피소드, 그래픽, 팟캐스트 설명을 포함한 모든 팟캐스트 콘텐츠는 Frank Curzio and Curzio Research 또는 해당 팟캐스트 플랫폼 파트너가 직접 업로드하고 제공합니다. 누군가가 귀하의 허락 없이 귀하의 저작물을 사용하고 있다고 생각되는 경우 여기에 설명된 절차를 따르실 수 있습니다 https://ko.player.fm/legal.
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AI… bubble or disruptor?

41:08
 
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Manage episode 402205797 series 130067
Frank Curzio and Curzio Research에서 제공하는 콘텐츠입니다. 에피소드, 그래픽, 팟캐스트 설명을 포함한 모든 팟캐스트 콘텐츠는 Frank Curzio and Curzio Research 또는 해당 팟캐스트 플랫폼 파트너가 직접 업로드하고 제공합니다. 누군가가 귀하의 허락 없이 귀하의 저작물을 사용하고 있다고 생각되는 경우 여기에 설명된 절차를 따르실 수 있습니다 https://ko.player.fm/legal.
A couple of weeks ago I mentioned my daughter’s passion for art and that one of her pieces recently won a Gold Key Award and a Vision Award... Today I share our recent experience at the Florida Theater where she received the award and explain how I try to encourage my daughters to follow their passion and celebrate achievements as they make their path forward. After the market closes today, the mighty NVIDIA (NVDA) will report earnings. I breakdown my expectations for the leader in AI (artificial intelligence)... give my take on the valuation… why it’s pulling back before earnings… and if I would be a buyer on any pullback following the report. Speaking of AI, some analysts think the hype is too much and demand is slowing. I highlight some strong statistics on businesses who are integrating AI – both now and in the future – and let you decide if this bull market is being overhyped. Tomorrow on WSU Premium, I’ll dive into detail on why we’re in the very early stages of AI, why it will be disruptive to just about every industry and even threaten a lot of jobs. I can’t stress enough how huge this market can be and why all investors should learn about this amazing trend in all things AI. As earnings season winds down, we're seeing some wild volatility in stocks even if they post solid earnings results. I breakdown Palo Alto Networks (PANW), Teladoc Health (TDOC), and SolarEdge Technologies (SEDG) and what it says about the current market. Bottom line, this market is one of the most dangerous I’ve ever seen. In this episode A major accomplishment for my daughter [1:14] NVDA reports [8:08] Is there an AI bubble? [16:03] Earnings season proves this is a very dangerous market [32:13] Enjoyed this episode? Get Wall Street Unplugged delivered FREE to your inbox each week: www.curzioresearch.com/wall-street-unplugged/ Wall Street Unplugged podcast is available at: --iTunes: itunes.apple.com/us/podcast/wall-street-unplugged-frank/ --Stitcher: www.stitcher.com/podcast/curzio-research/wall-street-unplugged-2 --Website: www.curzioresearch.com/category/podcast/wall-street-unplugged/ Twitter: twitter.com/frankcurzio Facebook:. www.facebook.com/CurzioResearch/ Linkedin: www.linkedin.com/in/frank-curzio-690561a7/ Website: www.curzioresearch.com
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1075 에피소드

Artwork
icon공유
 
Manage episode 402205797 series 130067
Frank Curzio and Curzio Research에서 제공하는 콘텐츠입니다. 에피소드, 그래픽, 팟캐스트 설명을 포함한 모든 팟캐스트 콘텐츠는 Frank Curzio and Curzio Research 또는 해당 팟캐스트 플랫폼 파트너가 직접 업로드하고 제공합니다. 누군가가 귀하의 허락 없이 귀하의 저작물을 사용하고 있다고 생각되는 경우 여기에 설명된 절차를 따르실 수 있습니다 https://ko.player.fm/legal.
A couple of weeks ago I mentioned my daughter’s passion for art and that one of her pieces recently won a Gold Key Award and a Vision Award... Today I share our recent experience at the Florida Theater where she received the award and explain how I try to encourage my daughters to follow their passion and celebrate achievements as they make their path forward. After the market closes today, the mighty NVIDIA (NVDA) will report earnings. I breakdown my expectations for the leader in AI (artificial intelligence)... give my take on the valuation… why it’s pulling back before earnings… and if I would be a buyer on any pullback following the report. Speaking of AI, some analysts think the hype is too much and demand is slowing. I highlight some strong statistics on businesses who are integrating AI – both now and in the future – and let you decide if this bull market is being overhyped. Tomorrow on WSU Premium, I’ll dive into detail on why we’re in the very early stages of AI, why it will be disruptive to just about every industry and even threaten a lot of jobs. I can’t stress enough how huge this market can be and why all investors should learn about this amazing trend in all things AI. As earnings season winds down, we're seeing some wild volatility in stocks even if they post solid earnings results. I breakdown Palo Alto Networks (PANW), Teladoc Health (TDOC), and SolarEdge Technologies (SEDG) and what it says about the current market. Bottom line, this market is one of the most dangerous I’ve ever seen. In this episode A major accomplishment for my daughter [1:14] NVDA reports [8:08] Is there an AI bubble? [16:03] Earnings season proves this is a very dangerous market [32:13] Enjoyed this episode? Get Wall Street Unplugged delivered FREE to your inbox each week: www.curzioresearch.com/wall-street-unplugged/ Wall Street Unplugged podcast is available at: --iTunes: itunes.apple.com/us/podcast/wall-street-unplugged-frank/ --Stitcher: www.stitcher.com/podcast/curzio-research/wall-street-unplugged-2 --Website: www.curzioresearch.com/category/podcast/wall-street-unplugged/ Twitter: twitter.com/frankcurzio Facebook:. www.facebook.com/CurzioResearch/ Linkedin: www.linkedin.com/in/frank-curzio-690561a7/ Website: www.curzioresearch.com
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1075 에피소드

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