Countdown to Consumer Earnings and Are Semis Set to Break Down? 8/11/23
CNBC's "Fast Money"
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Nvidia: The Future of the Semiconductors
Timothy Stanley: It's a very interesting move here, Carter. We heard about some of the super chip information this week. I don't think until the 23rd, we know they're going to beat. The question is, how significantly are they going to beat? How great of a beat and what do they need to do to actually put a floor under a stock that obviously was a rocket chip?" He says ultimately, he thinks the AI dynamics in terms of the earnings potential of the company will continue to hear strength there.
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