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Jake Quinten
@jaketradingcalls
4Mo·

President told you to buy Semis

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10 Commentaires
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emppsb@emppsb
4Mo
Do you think companies that already went up 200% like $DELL will continue to climb over the next 3 years?
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Jake Quinten@jaketradingcalls
4Mo
@emppsb Yes, many like $DELL still have room to run over the next 3 years due to massive AI demand.

But expect volatility and pullbacks along the way, 200% moves don’t happen in straight lines. Size properly and hold the strong ones.
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emppsb@emppsb
4Mo
@jaketradingcalls im covering those type of stocks with ETFs like $IUIT
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Jake Quinten@jaketradingcalls
4Mo
@emppsb Great
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Milan@Milan_S
4Mo
@jaketradingcalls "massive AI demand" until it pops, too much lies are being told to inflate stocks. lol
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Jake Quinten@jaketradingcalls
4Mo
@Milan_S What lies?
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Milan@Milan_S
4Mo
@jaketradingcalls circling their money around to make it seem as if they make money out of it, that it will ever become as protifable as they want it to be and such things. All i see is too many companies spending too much money to inflate their earning reports to inflate their stock prices.

Good marketing, i must admit.
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Jake Quinten@jaketradingcalls
4Mo
@Milan_S Fair opinion. But this isn’t just hype, companies like NVDA, SNOW, and others are showing real explosive revenue growth tied to AI spending.

Not every company will win, but the demand shift is structural, not just marketing.
What specific companies do you think are inflating numbers the most?
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Milan@Milan_S
4Mo
@jaketradingcalls companies like nvda dont have much more to growth i think, and are now big fomo in my eyes 🫣 but from one of the companies nvidia might be in one of the luckiest positions right now that's for sure, i do however wonder how it will go once the market is to saturated.
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Jake Quinten@jaketradingcalls
4Mo
@Milan_S NVDA is definitely in FOMO territory short-term, but the AI buildout still has years to run. Data center capex from hyperscalers is massive and still accelerating.
Saturation is coming eventually, but we’re likely still early in the cycle.

Will watch for signs of slowing demand though.
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