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Nvidia and AMD are now on annual product releases, says Bernstein’s Stacy Rasgon



Stacy Rasgon, Bernstein Research managing director and senior analyst, joins ‘Squawk on the Street’ to discuss Nvidia and …

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  • I've been following semis a long time. Stacy Rasgon and Beth Kindig are the only 2 analysts worth listening to, TBH. They really know their ish.

  • Stacy rocks!!! His year-end price targets are so conservative, that they always turn out to be more like the 2 week-end, or month end Price Targets. Now it is only €1300 bucks for NVIDIA, which is going to happen like in another week or so 😄

  • AMD 140? I guess its a junk stock?

  • One of the few CNBC contributers who actually knows what he's talking about.

  • Stacy's price target on NVIDIA is $1,300. His price target on AMD is $140.

  • I wonder if that means annual jumps in performance would equal the past ones that took two years. Or if the annual jumps in performance be smaller so it would be the same as if we were waiting two years.

  • nvidia used to be on 6 month cycle, until all competitor dies

  • Don't count amd out the ceo is very smart. Her earnings projections are always conservative. One big earnings beat and amd will be off to the races.

  • Nvidia's power consumption is also jumping 3 to 30X. This will need massive cooling and we definitely need new earth 😀

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