What BWB - Business With Brian said in this video:
- AI Capexpositive for stockslong-termThe host calls the chip selloff a phenomenal buying opportunity, arguing the biggest buyers never blinked and the data-center buildout runs much longer than the selloff assumes.Source
- Otherpositive for stockslong-termEdge computing is barely getting started but will become the bigger business around the early-to-mid 2030s, and its eventual impact will be a true tsunami.Source
- NVDAbullishlong-termHis signal ladder puts NVIDIA at 'severely undervalued', the deepest tier; at roughly 23 times next year's earnings for a company growing that fast, he sees a low price and dollar-cost averages on the way down.Source
- AVGOneutralmid-termBroadcom's custom AI chip business is booming, but heavy customer-financing exposure and insider selling pull his system's rating back from undervalued to only slightly undervalued.Source
- MUbullishlong-termWith over 75% of next year's shipments committed and long-term deals through 2030, the host sees the building blocks for memory being beyond cyclical — at worst a 10-year cycle carrying the buildout into 2030.Source
- SNDKneutralmid-termSanDisk's edge business grew fivefold, but big funds are taking money off the table and the price fell below his system's worst-case value, triggering a reassess-the-fundamentals stance.Source
- QCOMbearishmid-termQualcomm's phone chips fell about 19% as costly memory cuts phone production, and his ladder rates it slightly overvalued — the market already credited the obvious edge names.Source