What Zac美股笔记 said in this video:
- NVDAbullishlong-termThe host believes NVIDIA's fundamentals will stay intact for the next two to three years, expects the stock to recover, and would consider adding around 150 or 160.Source
- NVDAneutrallong-termThe host plans to exit NVIDIA within six to twelve months if Huang does not return and the new CEO underwhelms; this is not a bearish call but reflects leadership uncertainty.Source
- AI Capexpositive for stockslong-termThe host sees continued cloud capex growth keeping NVIDIA's GPU revenue and profit healthy for at least the next two to three years.Source
- METAbullishlong-termThe host sees Meta as a high-certainty artificial-intelligence mega-cap with a founder still in his prime, and suggests preferring such names over NVIDIA.Source
- GOOGLbullishlong-termThe host sees Alphabet as high-certainty because both founders are still deeply involved, especially in artificial intelligence, making it a preferred AI long idea.Source
- MSFTneutralThe host is neutral on Microsoft, neither liking nor disliking it, and gives no direction.Source
- SEneutralThe host says he never considers buying Shopee because he dislikes the company; no price direction is given.Source
- APPneutralThe host avoids AppLovin because he dislikes the advertising platform; no directional view is given.Source