What 视野环球财经 said in this video:
- AI Capexnegative for stocksshort-termHe says prediction markets had moved to a very high probability of a Democratic sweep, so AI investment themes were under heavy pressure; he gives no price or time target.Source
- AMDneutrallong-termHe views AMD's fourth-quarter and 2027 data-center revenue trajectory as strong and clear, saying the forward outlook has no problem and the slight half-point gross-margin guidance miss is not a major issue.Source
- AMDneutralmid-termHe sees AMD's fourth-quarter adjusted gross-margin guidance as only a small blemish, about half a percentage point below expectations and the prior quarter, and not a major problem.Source
- AMDneutralHe points out that AMD's capital spending fell while operating and free cash flow deteriorated, with inventories, receivables, and debt rising sharply, making the cash decline look inconsistent with lower spending.Source
- Bonds & RatesneutralHe says a Goldman Sachs analysis about data-center customers' cash-flow stress and receivables growing faster than revenue makes sense, and uses it to focus on who will fill the funding gap through debt or equity financing.Source
- MSFTneutralHe cites Microsoft's demand as evidence that data-center demand is not the problem, without offering a directional stock call.Source
- CRWVneutralHe cites CoreWeave's demand as evidence that data-center demand is not the problem, without offering a directional stock call.Source
- ORCLneutralHe cites Oracle's demand as evidence that data-center demand is not the problem, without offering a directional stock call.Source