Software stocks can pick up the pace in the second half, says Jefferies' Brent Thill

Brent Thill, Jefferies tech research analyst, joins 'Squawk on the Street' to discuss whether the tech sector can continue its rally, how AI is dominating every boardroom discussion, and much more.

Пікірлер: 21

  • @Janise-pg8yr
    @Janise-pg8yr8 күн бұрын

    I just sold a property in Portland and I'm thinking to put the cash in stocks, I know everyone is saying its ripe enough, but Is this a good time to buy stocks? How long until a full recovery? How are other people in the same market raking in over $450k gains within months, I'm really just confused at this point.

  • @Valentine-sd2fb

    @Valentine-sd2fb

    8 күн бұрын

    A robust strategy is crucial for any investor's portfolio. When it comes to making high-stakes decisions, the greater the risk, the greater the potential reward, and it's wise to seek guidance from seasoned professionals.

  • @Manselus-uy3kz

    @Manselus-uy3kz

    8 күн бұрын

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  • @TaniaLato-ky4wo

    @TaniaLato-ky4wo

    8 күн бұрын

    That does make a lot of sense, unlike us, you seem to have the Market figured out. Who is this coach?

  • @Manselus-uy3kz

    @Manselus-uy3kz

    8 күн бұрын

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    @TaniaLato-ky4wo

    8 күн бұрын

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  • @tommychestnut5335
    @tommychestnut53358 күн бұрын

    It was stupid of me to sell $76,000 worth of NVDA stocks without reinvesting. I might turn to cash soon if I don't. Any particulars? (Buying bonds or CDs is not for me).

  • @Patriciacraig599

    @Patriciacraig599

    8 күн бұрын

    It’s important to consult with a financial advisor before making any investment decisions.

  • @traviswes7082

    @traviswes7082

    8 күн бұрын

    You're right, I and a few Neighbors in Bel Air Area work with such advisor who prefers we DCA instead of a lump sum purchase, Following this, my portfolio grew 40% in the last quarter.

  • @instinctively_awesome8283

    @instinctively_awesome8283

    8 күн бұрын

    nice! once you hit a big milestone, the next comes easier.. who is your advisor please, if you don't mind me asking?

  • @traviswes7082

    @traviswes7082

    8 күн бұрын

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  • @PhilipMurray251

    @PhilipMurray251

    8 күн бұрын

    Thank you. I just checked her out on the web browser, She seems really proficient. I'll follow up with an email. Thanks for the lead.

  • @zerac5036
    @zerac50368 күн бұрын

    this clown said PLTR is expensive under 20? and now is almost 26....

  • @Jnoel608

    @Jnoel608

    8 күн бұрын

    Because he was buying it then.

  • @SuperReyand

    @SuperReyand

    8 күн бұрын

    PLTR is expensive & will crash soon

  • @emerica187

    @emerica187

    7 күн бұрын

    PLTR will keep charging ahead. The analysts have been wrong about this stock all along

  • @SuperReyand

    @SuperReyand

    7 күн бұрын

    @@emerica187 data is never wrong.

  • @Jnoel608
    @Jnoel6088 күн бұрын

    I don’t know how AI will generate money for these companies. A lot of their business is complicated and I don’t see AI replacing software workers anytime soon. The only thing I see is AI making the work a bit easier. Still have to pay workers.

  • @weho_brian

    @weho_brian

    8 күн бұрын

    instead of hiring 10 software developers, now you only need 2. All of these software names rely on companies to hire more people in order for their licensing/SAS model to go up

  • @emerica187
    @emerica1877 күн бұрын

    Keep showing thay snowflake graphic to try and recover your losses 🤣🤣🤣 PLTR will be the winner on the software side of the AI space