🚨 Deepwater's Gene Munster: "The significance of AI is still underappreciated by the markets"
• Gene Munster predicts that NVIDIA's stock might drop slightly due to the Blackwell delay, even after recent gains and high expectations.
• Munster highlights the long-term potential of AI, forecasting a strong tech bull market driven by AI in the next 3-5 years.
• He believes the market is underestimating how transformative AI will be, pointing to big growth opportunities for tech companies like Apple.
• There's also a discussion about AI startup valuations slowing down, showing a broader adjustment in AI investments in both private and public markets.
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- kht·08-27不会LikeReport