WEBVTT - Celsius Climbs, Snowflake Rises, Nvidia Drops After Upbeat Sales Outlook Gets Bearish Investor Response

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<v Speaker 1>Bloomberg Audio Studios, podcasts, radio news, The.

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<v Speaker 2>Stock Movers Report, your roundup of companies making moves in

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<v Speaker 2>the stock market. Harnessing the power of Bloomberg data.

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<v Speaker 3>Take a look at some of the stocks on the

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<v Speaker 3>move today. We can do that with Bloomberg's a belly Lichschaltz, Billy,

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<v Speaker 3>What are you looking at?

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<v Speaker 1>I want to start with Celsia's holdings tick her ce LH,

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<v Speaker 1>the fifteen billion dollar energy drink maker, eating expectations right now,

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<v Speaker 1>up about fifteen percent. Management talking up the demand the

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<v Speaker 1>diversification of energy drinks. They have a female focused energy

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<v Speaker 1>drink that is driving some pretty darn good growth. That

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<v Speaker 1>is the Alani New which management and analysts really say

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<v Speaker 1>is a potential long term growth driver. I don't know

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<v Speaker 1>about you, guys, I don't know energy drinks. Not really

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<v Speaker 1>my cup of tea more of a like double Americano

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<v Speaker 1>when I want really caffeine.

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<v Speaker 3>All right, but interesting double short mocha.

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<v Speaker 1>Here there you go? Oh okay, nice respected yep. Also

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<v Speaker 1>then going to pivot to Snowflake Tick or snow one

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<v Speaker 1>of my favorite tickers right now up six percent, biggest

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<v Speaker 1>intro day game at its highs since August. This is

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<v Speaker 1>one of those stocks that just been beaten down heavily

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<v Speaker 1>with investors selling down some of the software stocks. Even

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<v Speaker 1>with today's rally, it is down eighteen percent years get

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<v Speaker 1>and even looking through the analyst notes like pretty solid print,

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<v Speaker 1>not too great looking at their forward guidance better than

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<v Speaker 1>was expected. But some some of the traders that I

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<v Speaker 1>talked to were saying, you know, management team maybe being

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<v Speaker 1>a bit more optimistic than expected. So we are seeing

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<v Speaker 1>maybe some short covering or just people taking some of

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<v Speaker 1>those bets on Snowflake right now.

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<v Speaker 3>I'd tell you, boy, if I was a hedge fund,

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<v Speaker 3>I'd be in my boss saying, I think we need

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<v Speaker 3>to buy them. I think we need to just go

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<v Speaker 3>on ear and buy all these names that are down

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<v Speaker 3>twenty thirty percent.

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<v Speaker 1>This is to.

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<v Speaker 3>Call one way or the other exactly.

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<v Speaker 1>You can make a ton of money and you're now

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<v Speaker 1>the guy who, like Michael Burry, you were writing one time,

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<v Speaker 1>and we write books and make TV shows value. Or

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<v Speaker 1>I'd probably be the other guy right in video, the

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<v Speaker 1>one that matters in Vidio ticker NVDA right now down

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<v Speaker 1>three point seven percent, worst day and call it two

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<v Speaker 1>and a half weeks or three weeks came after pretty

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<v Speaker 1>darn good earnings at least have the face value beating

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<v Speaker 1>expectations on revenue, gross margins still looking strong, just you're

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<v Speaker 1>over your growth north of seventy percent. The big debate

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<v Speaker 1>around the company and the entire AI ecosystem, obviously, is

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<v Speaker 1>at what point is there a slowdown? At what point

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<v Speaker 1>does hyperscaler CAPEX hit its kind of breaking point. Analysts

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<v Speaker 1>still again across the board more or less bullish, But

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<v Speaker 1>the big puts in takes or debates on some of

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<v Speaker 1>the desks so far this morning is when does that

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<v Speaker 1>kind of max out? You can't grow it seventy percent forever.

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