Bottom line is that the stock market remains obsessed with Nvidia. The company is seen as the hands down leader in AI chips. But does that make Nvidia a great stock to buy and hold right through its coming earnings report? Remember with a track record of greatness like Nvidia comes with its expectations for financial greatness every single quarter. Yahoo Finance executive editor Brian Sozzi chats with veteran tech investor and analyst Paul Meeks to get his thoughts on Nvidia’s coming earnings report and what its future may hold. Meeks reminds investors that there are other great tech stocks to own besides Nvidia such as retail investor favorite Super Micro. Meeks adds that humanoid robots may not be a big thing, and as such Tesla’s Elon Musk is simply distracting investors from bad EV results.
Yahoo Finance's Opening Bid, brings you a high-octane take on the freshest analyst calls, wildest stock moves and shrewdest commentary in the business world. Executive Editor Brian Sozzi puts Wall Street's finest through their paces in this essential conversation for every investor - before the stock market opens.
Find this episode's transcripts and more episodes of Opening Bid at https://finance.yahoo.com/videos/series/opening-bid/.
Thoughts? Questions? Fan mail? Email us at yfpodcasts@yahooinc.com.
00:00-Paul Meeks joins Opening Bid
04:00-What to expect of Nvidia earnings
09:00-Where to get in and out on Nvidia
12:00-How do investors know when we're hit the tech top?
16:00-Comparing AI 1.0 to 2.0 plays
Yahoo Finance's Opening Bid is hosted by Brian Sozzi, and produced by Alexander Frangeskides and Rachael Lewis-Krisky.
Paul Meeks has covered the technology industry as an analyst and manager since 1992, and has worked as the CIO and Portfolio Manager of Harvest Portfolio Management for 37 years.
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Opening Bid Unfiltered