00:00 Speaker A
Let’s discuss this issue at a round table. And I want to tell you, you’re in this newsroom every day reporting on some of these companies. Who do you think deserves to win this?
00:09 Speaker B
I have to say Nvidia. Because Nvidia has been at the center of all of these deals and has been at the center of and driving the AI chip space. So if you look at the earnings reports that come out, you’ll see that Nvidia has the sunniest skies and we’re always looking at Nvidia.
00:30 Speaker A
To you, Michelle. Let’s just say that a very good case can be made for Oracle here. Well, I think a lot of people forgot about Oracle until September when that big backlog was released that really shocked a lot of people I talked to.
00:46 michelle
So yeah, I mean, Oracle is definitely a competitor and you can see that they’re under a lot of pressure here. But, uh, if you’re asking about the three companies you mentioned, I’m also going to choose Nvidia’s Ez. However, I would like to focus on Oracle. So, again, these big companies that are making these big corrections have turned out to be buying opportunities. However, I think it would take a somewhat astute technical analyst to say, “Okay, this is the bottom.” Is Nvidia at the bottom, around 175th place? Well, I’ll consider that as a possibility. So I’m also going to stick with Nvidia. Oracle was very unstable.
01:21 Speaker A
Okay, two people to crown Nvidia. Danna, come here.
01:24 Dana
It would have been really nice to have variety and variety here, but after what happened this year, I don’t know how we’re going to fare with companies other than Nvidia in this market. Now, coming into next year, I think you guys are actually feeling a little bit more relieved, right? As you know, there is diversification between providers and Google’s agreements. Ah, but at the end of the day, if we’re talking about a company in 2025, look at the trajectory of its stock. It’s a little difficult to make other people’s claims.
