00:00 Speaker A
I believe it comes all the way down to Brian that that this the expectations for AI are so overrated
00:06 Speaker A
that you realize, you can not even match expectations anymore with these blockbuster earnings earnings that Broadcom yesterday had. I imply their semiconductor revenues had been up I consider 74% 12 months on 12 months.
00:18 Speaker A
And but the inventory sells off on that that that it’s not adequate so to talk. And that makes you surprise like, you realize, are we hitting right here the height in in AI optimism and sentiment?
00:26 Speaker A
As a result of what’s it going to take to actually beat these expectations?
00:30 Speaker A
And as as as we’re speaking about Lululemon too is one other instance, there’s an increasing number of value competitors coming again within the market.
00:38 Speaker A
And that is the identical factor for the AI gamers, proper? For instance, one other inventory like Nvidia goes to misplaced luster as a result of
00:46 Speaker A
it is displaying now that competitors can meet up with an organization like that as nicely. So,
00:51 Speaker A
I believe for the broader house it signifies that if there’s extra competitors about AI, as we’re getting an increasing number of adoption, it is going to get more difficult for many who are within the management position there.
01:03 Speaker A
And that is why a few of these shares like Oracle and and Barcom get punished.
01:08 Speaker A
And finally, I do suppose that buyers come again to shares like that as a result of these corporations do are are producing loads of free money move and worth.
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