00:00 Speaker a
Another direction I wanted to talk to you, Paul, and I found it interesting in the market recently. That is, as you know, you are following these technical stocks for a long time, right? There are some like Oracle, which we were talking about and watching it that found a kind of new life due to this wave of artificial intelligence. How much can he take them?
00:37 pee
Yes, there are a few explosions from the past, I would like to say Oracle and AI, but I do not think that Oracle and AI are with any kind of tilt towards a large language model or even its applications is the big deal. It is OCI, right? The infrastructure of cloud computing. This is very similar to Microsoft Azure and Amazon Aws. If it is just an Amnesty International software, I will not get the same vision for Oracle. Another thing that I think will be interesting today, not tomorrow, but sooner or later, quantum computing will explode, and then you will see another explosion from the past because here comes IBM. IBM after all these years of being POO-POOED can be a pioneer in quantum computing.
01:58 Speaker a
Well, IBM has already traded near a record, so he was already seen an elevator from some of the company’s transformations. Is there another type of ancient work that believes that people should keep in their wallets because they are part of this new wave?
02:25 pee
Yes, another person surrendered to death is Cisco, right? For a long time, Cisco growth slowed, and the only reason for the purchase of Cisco was that he had a high return on technical stocks. So you can get a kind of unique and you have an option to call for some prices. However, CISCO, in the world of Amnesty International’s infrastructure, has some waves. I also think that Cisco may be part of the permissible consortium in the United States to purchase TIK TOK, so that this is interesting. So, yes, another.
03:33 Speaker a
Let’s get to Biggie here, of course, NVIDIA. We had the last news that they would sell more, or they were expecting to obtain licenses again to sell H20s in China. What do you think is the biggest obstacle or danger to NVIDIA at this stage?
04:04 pee
Well, we know, whether the Chinese or the elegant we have in the White House, as you know, the policy can be easily changed from morning to the afternoon. So I am still concerned about it. But in the meantime, I think things are going wonderfully there. This quarter, NVIDIA was supposed to revenue about $ 45 billion. This was with the exception of $ 8 billion in H20 revenues. Now that we go back, he will not go from scratch to eight. But think about it. It can add this, and it should add to all the Wall Street models, and 20 % of the upward trend to the revenue during the next year or so. So, if this deal holds, I am always worried about these deals. But it is clear that the blessing of Nafidia, and I agree. After this announcement, the sale side is about $ 200 targeted for NVIDIA. I think it can be achieved.
