Speaker 1: Bloomberg Audio Studios, podcasts, radio news, The.
Speaker 2: Stock Movers Report, your roundup of companies making moves in
Speaker 2: the stock market. Harnessing the power of Bloomberg data.
Speaker 3: Take a look at some of the stocks on the
Speaker 3: move today. We can do that with Bloomberg's a belly Lichschaltz, Billy,
Speaker 3: What are you looking at?
Speaker 1: I want to start with Celsia's holdings tick her ce LH,
Speaker 1: the fifteen billion dollar energy drink maker, eating expectations right now,
Speaker 1: up about fifteen percent. Management talking up the demand the
Speaker 1: diversification of energy drinks. They have a female focused energy
Speaker 1: drink that is driving some pretty darn good growth. That
Speaker 1: is the Alani New which management and analysts really say
Speaker 1: is a potential long term growth driver. I don't know
Speaker 1: about you, guys, I don't know energy drinks. Not really
Speaker 1: my cup of tea more of a like double Americano
Speaker 1: when I want really caffeine.
Speaker 3: All right, but interesting double short mocha.
Speaker 1: Here there you go? Oh okay, nice respected yep. Also
Speaker 1: then going to pivot to Snowflake Tick or snow one
Speaker 1: of my favorite tickers right now up six percent, biggest
Speaker 1: intro day game at its highs since August. This is
Speaker 1: one of those stocks that just been beaten down heavily
Speaker 1: with investors selling down some of the software stocks. Even
Speaker 1: with today's rally, it is down eighteen percent years get
Speaker 1: and even looking through the analyst notes like pretty solid print,
Speaker 1: not too great looking at their forward guidance better than
Speaker 1: was expected. But some some of the traders that I
Speaker 1: talked to were saying, you know, management team maybe being
Speaker 1: a bit more optimistic than expected. So we are seeing
Speaker 1: maybe some short covering or just people taking some of
Speaker 1: those bets on Snowflake right now.
Speaker 3: I'd tell you, boy, if I was a hedge fund,
Speaker 3: I'd be in my boss saying, I think we need
Speaker 3: to buy them. I think we need to just go
Speaker 3: on ear and buy all these names that are down
Speaker 3: twenty thirty percent.
Speaker 1: This is to.
Speaker 3: Call one way or the other exactly.
Speaker 1: You can make a ton of money and you're now
Speaker 1: the guy who, like Michael Burry, you were writing one time,
Speaker 1: and we write books and make TV shows value. Or
Speaker 1: I'd probably be the other guy right in video, the
Speaker 1: one that matters in Vidio ticker NVDA right now down
Speaker 1: three point seven percent, worst day and call it two
Speaker 1: and a half weeks or three weeks came after pretty
Speaker 1: darn good earnings at least have the face value beating
Speaker 1: expectations on revenue, gross margins still looking strong, just you're
Speaker 1: over your growth north of seventy percent. The big debate
Speaker 1: around the company and the entire AI ecosystem, obviously, is
Speaker 1: at what point is there a slowdown? At what point
Speaker 1: does hyperscaler CAPEX hit its kind of breaking point. Analysts
Speaker 1: still again across the board more or less bullish, But
Speaker 1: the big puts in takes or debates on some of
Speaker 1: the desks so far this morning is when does that
Speaker 1: kind of max out? You can't grow it seventy percent forever.
Speaker 2: The Stock Movers report from Bloomberg Radio. Check back with
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