00:00 President
And Patrick, uh, would be careless not to tell you about Nvidia. NVIDIA took a five billion dollars and a half due to export controls. The stock falls considerably at the back of this. Just just above the flat line today. CEO Jensen Huang is in Beijing according to the state media. Tell me about what this chickadee for tat on prices means for Nvidia? How much is a headwind so that Nvidia can beat the Sky High streets estimates in the future?
00:45 Patrick
Yes, therefore, H20 while the dollars and a half billion dollars are, is not zero, uh, I think the biggest risk here is is that it degenerates and with Nvidia doing, Nvidia, Intel and AMD doing between 20 and 30% of their business in China. It is the greatest threat that degenerates and enters not only in the accelerators of the data center, but also, uh, GPU of Carnet, Gpus de gamme, uh, processors of AMD, UH and Intel.
01:53 President
And so, in this spirit at this stage for investors who are trying to play at best, which they also see on some of the options of the AI market. I mean, this is a potential move of 11% upward or downwards by the next time Nvidia reports the profits. What should they consider as a psychological marker or perhaps a technical marker which, uh, determines whether or not it is a safe level to invest.
02:35 Patrick
Yes, I think that the psychological marker, which is, uh, and not too many people talk about it. I think the Trump administration has paint in a bit of a corner and try to find a way to get out of it, uh, because they know that if you shoot Apple, you shoot Nvidia, you are tanding the market. So, I feel quite confident in the next 90 days that it will be resolved. Uh, I think it will be difficult for Nvidia to give a solid forecast of the rock, but I think they will give one according to the information they know, then on the other side of their mouth, they will say that these are the risks, uh, of this forecast.
04:04 President
So, Patrick, what name of the tokens The names of the investors who have a long-term horizon should be invested at the moment?
04:16 Patrick
Horizon in the long term, five years, I think the best bet is intel. And it could be surprising for everyone, but it is negotiated near the accounting value. Uh, its 18a and 14a process is planned. We will continue to have a plus on an American company, semiconductors built in the United States. All that intel has to do is hitting a few, uh, uh, no home circuits, just go to the second base and you will see, uh, you will see Intel Bouger, Uh, a ton. And also, Lipu Tan, we have not seen any of the major decisions he has still made as a new CEO and I think that everything he puts, uh, be it massive job cuts, uh, R&D cuts, uh, the sale of assets, uh, he just, uh, unloaded altera. I think this will be positive news, uh, for investors with Intel.
05:57 President
Yes, I was about to recognize this, Patrick. This is a broader question of the quantity of the company as we currently know it is always intact, or if there is a kind of part of parts that we will examine in the future. Patrick, as always, thank you very much for taking the time.
06:18 Patrick
THANKS.
