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Transcripts For CNBC Fast Money Halftime Report 20170918

Called them breath taking. They really are, because whats happened is theres a recognition that perhaps there is a cycle dynamic that had been hung up. There are a couple of stocks that really did matter micron, lamb research, companies we thought they were going to peak and i was asked what do i have to do that we shouldnt be at 13 times earnings and how do i explain to people that the cycles should be longer and the reason why thats not the case is the data center ive had everyone from the real estate data trust Investment Centers to the people talking behind the sales at the sales forces, and the work days. I mean, the data center is real. The Cloud Adoption is real and the Cloud Adoption is so much earlier than i thought we were i thought pretty much everyone had gotten to the cloud. It just isnt the case, so theres real demand, and the demand is shocking. So you look at the stock moves. Lamb up 9. 5 and nvidia, also one of the stocks you mentioned this morning. Nvidia is insane. A

U Power - Crunchbase Company Profile & Funding, u-power

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