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For Context: Stop worrying about single stocks or Tech stocks, de-risk your portfolios, add to your core holdings, and STOP speculating. LOL
Wedbush Securities said it is confident that the tech sector is dealing with a 1995 moment — when the Internet exploded in popularity — and not a bubble as the artificial intelligence revolution appears to be firmly in place.
The analysts noted that with Nvidia (NASDAQ: NVDA) delivering a quarter and guidance for the ages, the tech sector has rallied.
An additional $1T of incremental spending over the next decade is hitting the software ecosystem and the rest of the tech sector, Wedbush Securities analysts said. “Nvidia and the golden GPUs are the start of the spending wave…not the end and now the Street awaits as several use cases get built out across the enterprise and consumer ecosystem,” analysts led by Dan Ives said.
For every $1 of spending on Nvidia GPUs, the multiplier to the enterprise and consumer space could be $10 or more over the next few years as AI hits every part of the economy, the analysts said.
This is important as the return on investment for enterprise use cases is changing the growth for Microsoft (MSFT) and the other big tech stalwarts, along with software companies like Salesforce (CRM), Adobe (ADBE) Oracle (ORCL), MongoDB (MDB), Snowflake (SNOW) and Palantir (PLTR), the analysts noted.
Nvidia and Huang have essentially cracked the code and sparked a generational tech transformation which investors are trying to get their arms around, the analysts said.
Valuations were sky-high during the dot.com bubble of 1999 and 2000, as there was a lack of monetization and infrastructure, weak balance sheets and business models, and a macron environment that was dissimilar to what is seen today, the analysts said.
Next steps
Nvidia’s earnings, which some described as a “game-changing moment,” is likely to fuel the second, third, and fourth AI-linked derivatives over the next 12 to 18 months, the analysts noted.
Bears may harp on valuations of companies like Nvidia, Microsoft, and other AI pure plays, but worrying about valuations will likely mean investors have missed the biggest transformational tech stocks in the last decade, the analysts said.