00:00 Speaker a
Another trend I wanted to talk to you, Paul, I found it interesting in the market recently. And that's what you know, you and I have been following these tech stocks for a long time, right? And there are a few things like Oracle. We've been talking recently and seeing something like finding a new life for this wave of AI. How much more can it take?
00:37 pole
Yes, there have been some explosions from the past, I say Oracle and AI, but I don't think Oracle and AI have any kind of tilt towards a large language model. It's OCI, right? Their cloud computing infrastructure. This is very similar to Microsoft Azure and Amazon AWS. If it's just a software company full of AI hope, I don't have the same view of Oracle. Another thing I find interesting is not today, not tomorrow, but sooner or later quantum computing will explode and IBM will come along and we will see another explosion from the past. IBM could become a leader in quantum computing after all these years of poop.
01:58 Speaker a
Well, IBM is already trading near the record, so we've already seen a lift from some of the transformations the company is undergoing. Are there other kinds of old leads that people think should keep in their portfolios, as they are part of this new wave?
02:25 pole
Yeah, the other thing people gave up on dying was Cisco, right? For a long time, Cisco has slowed growth, and the only reason to buy Cisco was the very high dividend yields on high tech stocks. So you can get some kind of 2 fur and have a call option for some price viewing. However, in this world of AI infrastructure, Cisco has Mojo. I also think Cisco could be part of a consortium that is permitted to purchase Tik Toks in the US. So, yeah, one more.
03:33 Speaker a
Let's reach the big one here. That's, of course, nvidia. We had the latest news that they were about to sell more or that they were hoping to get a license to sell the H20 to China again. At this point, what do you think is Nvidia's biggest obstacle or risk?
04:04 pole
Well, we know that whether we're Chinese or guys in the White House, you know that you can easily change our policies from morning to afternoon. So I'm still worried about it. But in the meantime, I think things are great. And Nvidia was expected to generate around $45 billion in revenue this quarter. And that excluded $8 billion in H20 revenue. So now we're back, so it won't go back from zero to eight. But think about that. This could potentially add to all Wall Street models. It will increase by 20% to revenues next year or so. So, if this transaction is stuck, I'm always worried that these transactions will stick. But obviously I agree with the bounty of Nvidia. Posting this announcement will result in the seller being Nvidia's price target of around $200. I think it's possible to achieve.
