Gunjan Banerji
speaker
560 appearances
12 recordings
1 series
first heard Apr 2018
last heard Nov 2024
Gunjan Banerji’s voice in public audio — every appearance, attributed to the second.
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Appearances
At the same time, I think a lot of people are almost afraid to bet against it.
But we have the perfect person here to help us unpack all of this.
Dom Rizzo is a portfolio manager at T. Rowe Price, and he manages a fund with all of the big tech names, including NVIDIA, which is his number one largest holding company.
Dom, thank you so much for joining us today.
So there's a lot to talk about here with individual stocks, valuations, and all that.
But let's zoom out a little bit.
Last time you and I chatted around a month ago, you seemed pretty bullish on AI.
Tell us why.
But as an investor, so you own all of these stocks or a lot of these tech stocks.
How many more quarters or years of spending are you willing to withstand before you kind of throw in the towel and say, hey, it's too much?
And they're making money.
They're making money right now.
NVIDIA is a really good example of that.
And, you know, that brings me to my next question, which is we have this really big earnings report coming up.
A lot of these other companies are spending on NVIDIA's chips.
Is this the one report that really matters?
Are there companies out there that you think of as attractive AI plays, but that investors right now don't think of as AI plays?
I'm thinking of, say, retailers or banks, right?
So you think other stocks could kind of power some sort of an echo boom or second wave for this whole AI trade?
All right.
Showing 81–100 of 560 · page 5 of 28
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