00:00 Speaker A
Let’s get let’s get the round table to weigh in on this one. And as I want to go over to you, you are in this news room every day, you have reported on some of these companies. Who do you think deserves to win this?
00:09 Speaker B
I’d have to say Nvidia because it just is been at the center of um all these deals and because it’s been at the center of the AI chip space and it’s been the one that’s driving. I mean, if you look at any earnings report that comes out, Nvidia is the one that it’s the bell weather of them all and all eyes are always on Nvidia.
00:30 Speaker A
Michelle, over to you. Now, I will just say, I can make a pretty good case for Oracle. Uh I think a lot of people forgot about Oracle up to September when it came out with that big backlog that really shocked a lot of people that I talked to.
00:46 Michelle
Well, yeah, I mean, Oracle is definitely a contender and you can see that it’s been under a lot of pressure right here. But um, in terms of if you’re if you’re asking about of the three companies you mentioned, I’m going to go also with an Ez here on Nvidia. But I would keep an eye on Oracle. I mean, again, these big companies that have these massive corrections have turned out to be buy opportunities. I just think it it has to be somewhat of an astute technical analyst that’s really going to be able to come out and say, okay, this is the bottom. Like are we at the bottom at around 175 in Nvidia? Well, I would look at that as a potential. And so I’m going to stick with Nvidia too. Oracle has been way too volatile.
01:21 Speaker A
All right, we have two giving the crown to Nvidia. Dana, over to you.
01:24 Dana
I really wish I could give you some diversity and variety here, but I don’t know how you go with anybody but Nvidia in this market after what’s happened this year. Now we’ll see next year, you know, I think everybody, we’re all kind of actually a bit relieved, right? that there’s some, you know, diversification among the providers and the Google deal. Uh but at the end of the day, if you’re talking about a company of 2025, you know, just look at the trajectory of that stock. It it’s sort of hard to to make a case for anybody else.