CNBC’s “Power Lunch” team discusses markets, the AI reversal and whether this is an opportunity to buy with Stacy Rasgon, U.S. semiconductor analyst at Bernstein.
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About The Author
Tomorrow, tomorrow I luv ya tomorrow, it's always a day away…
Demand for AI is non-existent. How much would or are you or your company personally paying for it? Nothing in 95% of cases. Demand for chips and memory are off the charts in anticipation of demand for data centres to run paid AI. Problem is, that demand won't materialize, and those chips and that memory will be obsolete in one year or less, when less power hungry chips come out, that no one actually uses either, and open source AI becomes prevalent and displaces the paid models (there are many open source examples, including Deepseek and Meta's AI). In addition, people who think LLM is actual AI capable of replacing thought workers don't understand the field at all – just like radiologist numbers increased by over 30% from 2016 to now, rather than the profession disappearing as Hinton guaranteed it would (in 2016) by 2020.
So is the hedge funds and billionaires net sales of NVDA.
I’ve made a bundle w nvidia and google. Some will just be left behind in the AI revolution.
I'm going to stick with the companies that are making 10s of billions every quarter, growing their earnings by 15-20%, have no debt, even if they're trading at 30x and are in what you consider a bubble.
dude needs to gather his thoughts
All Aboard!!!
How can it be off the charts, when no one can show a chart that show it?
Lesson from Dotcom, get out early and buy back after the crash
Stacy is a moron. Bandwagoner. He looked like a total fool on the amd earnings call. Glad to see he completely missed that one
Even if OpenAI doesn't succeed, it's still only one company. In the longer term, this will be a blip in the total AI build out.
Stacy baby
ctrl+f replace ai with chinese real estate
People who worry about AI bubble can keep worrying while AI investors can keep getting richer.
Ya know when you give your young child $100 so they can buy you a $25 Christmas present…well Jensen is Daddy and OpenAI is Jensen junior. LOL!
common stacy w 💚📈🇺🇸
Only people who don't understand AI are scared to invest
Buy MU, Tracy😂😂😂😂 you missed 200%😂😂😢😢😊
Soaring 23 % Today. PAVS. Paranovus Entertainment Tech. E-commerce and AI Entertainment Tech Businesses. 3 Acquisitions in 3 Years. 1,800 % revenue growth.. DVLT Datavault AI Dip today. GRRR Gorilla AI Tech Dip.. BZAI Blaize AI Dip..SOUN SoundHound Dip..SES AI climbing 5 © today. The AI Led Tech Industrial Revolution continues to Deliver Earnings Beats.
Hamburg winning Bundesliga??? Hahahaha, imagine.. 😂❤
ahh off the charts, let's see how off the charts the stock goes down
China will not buy chips.No chip maker has enough rare earths like china.
Every day same BS about AI bubble non sense. Only bubble is for companies that do nothing except say AI. The infrastructure chip companies, hyper-scalers and energy companies have a multi-year runway. Please ask some new questions.
Get back into trade, get burnt when it bursts later
Whiplash.
Tired of every tech giant demanding their own $20/mo blood sacrifice. I moved to Omnely just to have Sora, Flux, and the text models under a single sub. Way easier to manage.
Subscription fatigue is real with these walled gardens. Switched to Omnely to bundle Sora, Veo, and the chat models together. Honestly way better than paying Google and OpenAI separately.
Watching these giants fight just means more subscriptions for us. I finally consolidated everything to Omnely so I can use Sora and the LLMs without burning cash on separate plans.
The cost to keep up with all these new models is insane. I just use Omnely now to access stuff like Veo and Sora without the multiple monthly bills. Actually practical.
The fragmentation is getting ridiculous. I got tired of juggling five different subs and just switched to Omnely to get Sora and Gemini in one place. My wallet is finally healing.