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My issue with them is that the CapEx is growing and they are investing heavily on AI and infrastructure, so this is bad for the FCF/Share in the short run and might play well for the long run. I was just evaluating today whether to add Google to my intended spread of 150k - 350k on plummeting stocks.
navigating market volatility can be challenging, it might be beneficial consulting with an advisor to provide personalized insights based on your specific situation and financial position
A lot of folks downplay the role of advlsors until being burnt by their own emotions. I remember couple summers back, after my lengthy divorce, I needed a good boost to help my business stay afloat, hence I researched for licensed advisors and came across someone of utmost qualifications. She's helped grow my reserve notwithstanding inflation, from $275k to $850k.
This is definitely considerable! think you could suggest any professional/advisors i can get on the phone with? I'm in dire need of proper portfolio allocation
There is an equal market chance associated with each crash or collapse. I have seen people accumulate up to $1 million during a crisis, and even make it work in a strong economy if they are prepared and well-informed. Without a doubt, the bubble/collapse is making someone wealthy.
I completely agree. It's not just about the dividends or profits, Diversifying a portfolio can be a smart move and i always advise one gets a professional to help out.
The issue is most people have the "I want to do it myself mentality" but not equipped enough for a crash, hence get burnt, no offense. In general, Financial Consultants are ideal reps for investing jobs, and at firsthand encounter, since Jan.2020, amidst covid outbreak, my portfolio has yielded massively in ROI, summing up to 7-figures as of today.
I'm intrigued by this. I've searched for financial advisors online but it's kind of hard to get in touch with one. Okay if I ask you for a recommendation?
Carol Vivian Constable is the licensed advisor I use. Just research the name online. You'd find necessary details to work with and set up an appointment.
Thank you for the lead. I just searched Carol by her full name and easily spotted her profile, no sweat. I have sent her an email, hoping she gets back to me soon.
The Starbucks experience is: 1. waiting in line to 2. buy an absolutely overpriced and unhealthy drink and consecutively 3. search for a seat amidst leftover packaging
I am sure it is like that where you live. Where I live 1. Lines are quick 2. Price is fine compared to competition, but it is very unhealthy 3. Seating is ridiculous because it has like 5 tables and none of them are communal.
AI stocks dominate 2024. Why I prefer NVIDIA is that they are better placed to maintain long term growth potential, and provide a platform for other AI companies. I know someone who has made more than 200% from NVIDIA. I'll also take any other recommendations you make.
Safest approach i feel to tackle it is to diversify investments. By spreading investments across different asset classes, like bonds, real estate, and international stocks, they can reduce the impact of a market meltdown
The issue is most people have the “I want to do it myself mentality” but not equipped for a crash that comes afterwards. Ideally, advisors are perfect reps for investing jobs and at first-hand experience, my portfolio has yielded over 300%, summing up nearly $1m, since covid outbreak to date
This is definitely considerable! think you could suggest any professional/advisors i can get on the phone with? i'm in dire need of proper portfolio allocation
Viviana Marisa Coelho is her name. She is regarded as a genius in her area and works for Empower Financial Services. By looking her up online, you can quickly verify her level of experience. She is well knowledgeable about financial markets.
I agree that many people are considering NVDA as the "Stock of the year." However, I'm curious about which stocks could potentially become the next META in terms of growth over the next decade. I've allocated $200k for investment, looking for companies to make additions to boost performance
I think the next big thing will be A.I. For enduring growth akin to META, it's vital to avoid impulsive decisions driven by short-term fluctuations. Prioritize patience and a long-term perspective consider financial advisory for informed buying and selling decisions.
the fact remains that A lot of folks downplay the role of advlsors until being burnt by their own emotions. I remember couple summers back, after my lengthy divorce, I needed a good boost to help my business stay afloat, hence I researched for licensed advisors and came across someone of utmost qualifications. She's helped grow my reserve notwithstanding inflation, from $275k to $850k.
I've shuffled through investment coaches and yes, they can be positively impactful to an individual's portfolio, but do your due diligence to find a coach with grit, one that withstood the 08' crash. For me, Melissa Terri Swayne turned out to be better and smarter than all the advisors I ever worked with till date, I’ve never met anyone with as much conviction.
I appreciate this. After curiously searching her name on google and reviewing her credentials, I'm quite impressed. I've contacted her as I could use all the help I can get. A call has been scheduled.
I am impressed with your update on tech stocks, I am looking for tax efficient way to rebalance my 7-figure dividend portfolio without triggering capital gain tax. what asset location strategies should i use?
The best strategy depends on your financial situation, account types, tax bracket, and investment goals. Consult an advisor or tax professional to tailor these strategies for maximum tax efficiency.
I’m currently working towards financial freedom with a focus on dividends & growth investing. Since 2014, I’ve built a portfolio made up of 30% NVDA, 25% SCHD and over 40% in digital and alternative assets, thanks to my CFA. This strategy has helped me earn $56,000 a year in dividends. Back in 2014, I only earned $21 in dividends.
I'm cautious about giving specific recommendations since this is an online forum and everyone situation is unique, but I've worked with Melissa Elise Robinson for years and highly recommend her. Look her up to see if she meets your criteria
I am thinking of diversifying into Nvidia which is up by 8.08%. Definitely looks like the stock of the year as I’m looking for ways to make mouth watering ROIs from a $250k portfolio, any recommendations to achieve this will be highly appreciated.
the strategies are quite rigorous for the regular-Joe. As a matter of fact, they are mostly successfully carried out by pros who have had a great deal of skillset/knowledge to pull such trades off.
Risk mitigation is indeed something to consider well before setting out on inveestments. Most often than not, CFAs take care of this perfectly. People downplay the role of CFAs until being burnt by their own instincts. I was in a similar situation a few years ago; Took my chances but stocks went crashing. Realizing I wasn't good at timing the market, I started working with an Adviser, which helped me build a $1.6m portfolio.
I just googled her and I'm really impressed with her credentials; I reached out to her since I need all the assistance I can get. I just scheduled a caII.
A lot of that AI capex is actually server replacement capex. Those companies are not investing only for AI. They replace old calculation nodes with nvidia chips that are faster and overall cheaper than just improving the existing servers. Listen to what Jensen says about the price of cable replacement of existing servers. You also need to analyze capex to revenue ratio for these companies to have a better idea of what is actually happening
I dont even know where the stock market is headed to right now. my portfolio of around 200k is not increasing more than 5% and people are predicting a crash .
You have a very valid point, I started investing on my own and for a long time, the market was really ripping me off. I decided to hire a CFA, even though I was skeptical at first, and I beat the market by more than 9%. I thought it was a fluke until it happened two years in a row, and so I’ve been sticking to investing via an analyst
I’m a med student and we’re starting to use AI to make better diagnosis, especially regarding Pharmacogenomics. can see the potential uses in the incoming years. Def buying more for my LT.
Keep up the good work! Many thanks for your vids! I've been following since you were just starting out! One request, if possible, could you make an episode on where you find your information, how you stay up to date with the news of your holdings, and what the first (quantitative) things are that you look for, before creating your (qualitative) view? Like, how do you get the information on which you base your thesis? Where do you find background information that you use to interpret (read between the lines of) the financial statements of companies. More like, how we can survive if you ever need to stay offline for a longer time 🫣🫣 Your channel is by far the most interesting and valuable channel I follow on TH-cam! Many thanks for the good work and all the effort you put into this! Kind regards from Belgium!
Agree. Very likely we r headed for a decade long bear market in all western assets. It will be a period of geopolitical n currency changes. Within US this is the chance to do the long-needed economic n social n government reforms. If we succeed, US will be on a long-term sustainable growth path in a decade. But we must take the pain 1st n do the adjustments. From investing pov, sell all US, european equities n bonds. Go long Gold and Crypto. Go long emerging market trade........ I have managed to grow a nest egg of around 100k to a decent 732k in the space of a few months... I'm especially grateful to Milton Harper’s, whose deep expertise and traditional trading acumen have been invaluable in this challenging, ever-evolving financial landscape.
I agree that there are strategies that could be put in place for solid gains regardless of economy or market condition, but such executions are usually carried out by investment experts or advisors with experience...
Indeed, the recent market downturn serves as evidence that a vast majority of individuals lacked a sufficient understanding of the underlying financial dynamics at play.
It really helped trading with Milton Harper analysis and info, even with the market in a downward trend. Definitely riding the market wave is a good perspective..
Housing, schooling, taxes, medical costs - they always rise in a region until everyone is broke. 90k around here you would live like a king - but you will never earn 90k here.
Why did Starbucks reduce its focus on being a community gathering place? Probably because running such a place was not economical. The challenge for Brian will be to make it possible for Starbucks to make money while spending enough to make their locations true gathering places. I suspect that won't be easy. It will certainly be harder than simply say that's his plan.
My take is that, during 'Rona, Starbucks decided take-out was the future. They declared that they'd be closing sit-down stores (esp ones without a drive-thru) and opening stores like a Dutch Bros. This was a really poor, short term outlook decision, IMHO. They sorta stuck with that for a couple of years and then slowed that and then tried to jack up prices like they weren't a to-go place like Dunkin'. TLDR - Poor management and vision.
@@brianlaskey5072 Yeah, agreed. They also had problems with the homeless camping out in their bathrooms and wifi freeloaders coming in with their own food and clogging up space. But I think that most of all, they determined (unwisely) that the grab and go, mobile ordering model would be the most cost effective way to trim margins. But in doing so, they took away all the human warmth and socialization of a coffee house and turned their product into nothing more than an overpriced McCoffee. I don't know that they can now walk that back.
BBC-quote today: ”Data centres in the UK are to be classified as critical national infrastructure, joining the emergency services, finance and healthcare systems, and energy and water supplies. It means they would get extra government support during a major incident, such as a cyber attack, an IT outage or extreme weather, in order to minimise disruption. Data centres are huge warehouses full of vast banks of computers that remotely power services such as artificial intelligence (AI) applications, data processing and streaming.”
Joseph I just wanted to say great work and thank you! I just discovered both of your channels and they are exceptional. Your philosophy and temperament are very similar to mine. Appreciate it and keep it up!
This is just a temporary breather from the rapid climb. Come October/Nov, the AI market boom will resume and all of these neg sentiment will be forgotten.
Joseph, I think your channel is one of the best investing channels on TH-cam. No nonsense, thoughtful advice on how to invest the right way. Well done, brother! I have a question that's kind of off topic from this video, but I want to ask it anyway. I'm retired, and I have about a third of my portfolio in Apple, Amazon, Tesla and Nvidia. I know, I know, I know. I'm taking a big risk. Sometimes the risk is worth the reward, however, so I guess we will find out... The other two thirds of my portfolio is invested in dividend bearing stocks, ETFs and mutual funds that pay my bills. Here's my question: Should I sell all my individual magnificent seven stocks and buy an equivalent amount of SCHG? I'm thinking this will diversify me a lot more than I currently am, and still provide some of the upside if the individual stocks take off? Again, as a retired guy, I probably shouldn't have a third of my portfolio in the magnificent seven, but I do, so we're just going to have to deal with it... Hook a brother up and let me know what I should do. Jonesing for the answer in Toronto...
Joseph posits "It can't go on forever." Nobody said it will. We're in an infrastructure building phase for the next economy. That doesn't make it ill-advised. Valuations for this phase are high, but these hyperscalers will thereby stay relevant for the next 50 years. I wouldn't invest in any company that is NOT investing now in its future.
The Capex spend is a NECESSITY for all the big players. The big technology waves have always changed the playing field. From the PC era, Internet era, Mobile era, now into the AI era. It's very early so the stakes are unknown, but for the big tech giants (cloud hyperscalers) if YOU don't spend on GPUs while your competitors do, that's a big strategic risk to take. To stay behind while the others chase new AI datacenter capability and breakthroughs, that's not wise. History has proven that each tech wave can leave behind previous leaders or those in strong positions behind. The hyperscalers are building all this AI datacenter capability and using it themselves. They are not selling spare capacity to smaller players. It's an existential risk to allow your competitor to get to AGI first, even if that is just a slight possibility. The spending is driven by fear, fear of being left behind or finding out that your business model has just been made obsolete. (Blackberry when Apple launched the iPhone type moment).
Strong BUY. Still early innings. NVIDIA is the dominant leader in AI and the preferred technology partner globally. Even w new competition on the horizon, NVIDIA is far ahead of the competition. 85% market share. 76% margin. Unrivaled demand for new Blackwell chip. Demand far exceeds production for Blackwell through to 2025 and beyond. No competitor has anything close to Blackwell. And forward P/E is about 33 (cheap for a high growth stock). Buy this stock and wait. You will be rewarded.
This is Interesting because i bought NVIDIA around September last year. The company is selling shovels in a gold rush. It accounted for almost 80% of my market return last year, and I'm sure this year will present other interesting stocks.
I'm sure the idea of an investment-Adviser might sound controversial to a few, but a new study by Motley-fool found out that demand for Financial-Advisers sky-rocketed by over 42% since the pandemic and based on firsthand encounter I can say for certain their skillsets are topnotch. I've accrued north of 580k within 16-months from an initially stagnant Portfolio.
I appreciate the implementation of ideas and strategies that result to unmeasurable progress. Being heavily liquid, I'd rather not reinvent the wheel, thus the search for a reputable advisor, mind sharing info of this person guiding you please?
Certainly, there are a handful of experts in the field. I've experimented with a few over the past years, but I've stuck with ‘’Marisa Michelle Litwinsky’’ for about two years now, and her performance has been consistently impressive. She’s quite known in her field, look-her up.
Thank you for this tip. it was easy to find your coach. and I conducted thorough research on her credentials before scheduling a call with her. Based on her résumé, she appears to possess a high level of proficiency, and I am grateful for the opportunity to speak with her.
I remember Starbucks and the caffeine bubble. It burst!! SBUX up 25% last three months. Demand is still there for caffeine just like AI and nvda’s products. I love the content here but there a little too much hate on stocks where no position is held imo.
Isn’t cost in bubble territory too considering the PE. I think that there could some confusion between the internet bubble where valuation went totally off the charts and now. The forward P/E ratio for nvda is not outrageous. Also, all the iperscalers need to keep the hardware up to speed. And finally…what would you suggest goog, amzn meta would do? Stop investing in their core business?
Appreciate your insightful commentary. I remain long SBUX and I guessed they would figure it out. We are nowhere near what we experienced in 2008-2010 financially, so I agree with Eissman.
Josep is the best !,but not perfect.In fact manies ppl like jason aren't perfect.But!.....boy....he is really" good in stock picking.That is why i am subscribing to his channel for good 3 years now.Keep up the great works jason.Great video always !!!
I’m an attorney litigating in federal court. LLMs have changed our practice in profound ways. AI is definitely here to stay in the multi billion dollar legal industry.
I agree with the new starbucks ceo. He needs to address the elephant in the room which is boycotts. Coffee places should stay out of politics, i will be watching closely if they clarify their stance on Israel
Absolutely, the more Starbucks supports Israel, the more their profits vanish. But of course, WallStreet and Starbucks are lost in their own fairytale, completely oblivious to boycotts. They just assume if they close their eyes long enough, problems simply disappear.
Absolutely, the more Starbucks supports that regime, the more their profits vanish. But of course, WallStreet and Starbucks are lost in their own little world, completely oblivious to boycotts. They just assume if they close their eyes long enough, problems simply disappear.
Absolutely, the more Starbucks supports them, the more their profits vanish. But of course, WallStreet and Starbucks are lost in their own little world, completely oblivious to boycotts. They just assume if they close their eyes long enough, problems simply disappear.
ML and deep learning has been here, in production, for public companies since at least 2011. Generative AI and LLMs are just another evolution. Losing in this market or being too late is far more disastrous than having overspent.
While I often agree with Eisman, I think his position that Trump will take Pennsylvania is an emotional one as I have no doubt he wanted/expected Kamala to pick Shapiro as her VP.
No matter what Sbux does they cannot stop the hordes of new competition. Can Sbux get better and be stable? Of course. But the days of great stock growth is over. It may become a staple like KO.
As someone currently studying AI, I can surely say your average people are overestimating AI, even in business that it's just waiting to come crashing down. Like there are other technologies worth investing in and AI is important but man, how about you just upgrade your countries local transport systems or something.
Joseph i agree with you very much according Nvidia. The price in NVIDIA is hyped currently. The company will stay, but it's hyped currently. BUT i think people are investing in Nvidia for the wrong kind of reasons. See my comment. NVIDIA makes GPUs and GPUs are more efficient with calculations and specialized workflows, compared to CPUs. All companies who have a server, datacenters and so on (So all companies nowdays) will switch, at some point. Why?. Because GPUs run much more energy efficient. Its a HUGE money saver over the long run, that is the bull case for Nvidia. Not just Ai like the market is focues on. Its called accelerated compute. And THATS the bullcase why you would want to invest in Nvidia. I am currently not a shareholder in Nvidia on these price levels, i own TSM.
We're at an inflection point with AI, where the initial bubble is about to burst, but the internet was also a stock market bubble that burst. Out of that bursting came all the Magnificent 7, so it's not like the internet was a wash. AI won't be, either, but this is the time for investors to look at the books, and ignore the promises.
Hopefully AI sector in Dip territory...want to load up on SoundHound again in Sept. NKLA..5 %.. Nikola could be heading higher with a reversal. Thumbs Up video/ comments. Thanks.
Tesla is underrated seems weird. One of the most over hyped company and insanely high valuation. Moreover cars have big quality issues and launches are always postponed.
That stuff sounded like typical corporate PR-speak. Leave that local coffee shop vibe to Morgan Eckroth and embrace being a big anonymous multinational corporation, Brian.
@@thederpyrock5247 That has nothing to do with his track record. The press release is pretty much just supercilious blatherskite, not an actual business plan. The most that will come of it is phony decor changes to invoke “ye olde coffeehouse” or Central Perk from Friends.
I am so glad that the Tech A.I. Bubble is finally cracking and starting to burst! Sure, it will be painful for the A.I. bulls, but it will be good for the economy.
Go with Allan Lichtman on the presidential election predictions. He is the guru. Better than Nare Silver from 538. Allan is a historian and uses 13 keys.
Join TODAY and get the rest of September for free: www.patreon.com/josephcarlson
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Join over 6,500 other members and try it out, risk free.
My issue with them is that the CapEx is growing and they are investing heavily on AI and infrastructure, so this is bad for the FCF/Share in the short run and might play well for the long run. I was just evaluating today whether to add Google to my intended spread of 150k - 350k on plummeting stocks.
navigating market volatility can be challenging, it might be beneficial consulting with an advisor to provide personalized insights based on your specific situation and financial position
A lot of folks downplay the role of advlsors until being burnt by their own emotions. I remember couple summers back, after my lengthy divorce, I needed a good boost to help my business stay afloat, hence I researched for licensed advisors and came across someone of utmost qualifications. She's helped grow my reserve notwithstanding inflation, from $275k to $850k.
This is definitely considerable! think you could suggest any professional/advisors i can get on the phone with? I'm in dire need of proper portfolio allocation
I'm pleased with the advisor's prompt and knowledgeable assistance. Their professionalism instills confidence. Looking forward to further discussions.
There is an equal market chance associated with each crash or collapse. I have seen people accumulate up to $1 million during a crisis, and even make it work in a strong economy if they are prepared and well-informed. Without a doubt, the bubble/collapse is making someone wealthy.
I completely agree. It's not just about the dividends or profits, Diversifying a portfolio can be a smart move and i always advise one gets a professional to help out.
The issue is most people have the "I want to do it myself mentality" but not equipped enough for a crash, hence get burnt, no offense. In general, Financial Consultants are ideal reps for investing jobs, and at firsthand encounter, since Jan.2020, amidst covid outbreak, my portfolio has yielded massively in ROI, summing up to 7-figures as of today.
I'm intrigued by this. I've searched for financial advisors online but it's kind of hard to get in touch with one. Okay if I ask you for a recommendation?
Carol Vivian Constable is the licensed advisor I use. Just research the name online. You'd find necessary details to work with and set up an appointment.
Thank you for the lead. I just searched Carol by her full name and easily spotted her profile, no sweat. I have sent her an email, hoping she gets back to me soon.
The Starbucks experience is:
1. waiting in line to
2. buy an absolutely overpriced and unhealthy drink and consecutively
3. search for a seat amidst leftover packaging
2 out of 3 - only unhealthy for some, a positive for many.
Meeting a new friend...priceless.
Coffee not the best tasting either. Has the coffee changed? 🤔
I am sure it is like that where you live. Where I live
1. Lines are quick
2. Price is fine compared to competition, but it is very unhealthy
3. Seating is ridiculous because it has like 5 tables and none of them are communal.
Bots?
AI stocks dominate 2024. Why I prefer NVIDIA is that they are better placed to maintain long term growth potential, and provide a platform for other AI companies. I know someone who has made more than 200% from NVIDIA. I'll also take any other recommendations you make.
Safest approach i feel to tackle it is to diversify investments. By spreading investments across different asset classes, like bonds, real estate, and international stocks, they can reduce the impact of a market meltdown
The issue is most people have the “I want to do it myself mentality” but not equipped for a crash that comes afterwards. Ideally, advisors are perfect reps for investing jobs and at first-hand experience, my portfolio has yielded over 300%, summing up nearly $1m, since covid outbreak to date
This is definitely considerable! think you could suggest any professional/advisors i can get on the phone with? i'm in dire need of proper portfolio allocation
Viviana Marisa Coelho is her name. She is regarded as a genius in her area and works for Empower Financial Services. By looking her up online, you can quickly verify her level of experience. She is well knowledgeable about financial markets.
She appears to be well-educated and well-read. I ran an online search on her name and came across her website; thank you for sharing.
I agree that many people are considering NVDA as the "Stock of the year." However, I'm curious about which stocks could potentially become the next META in terms of growth over the next decade. I've allocated $200k for investment, looking for companies to make additions to boost performance
I think the next big thing will be A.I. For enduring growth akin to META, it's vital to avoid impulsive decisions driven by short-term fluctuations. Prioritize patience and a long-term perspective consider financial advisory for informed buying and selling decisions.
the fact remains that A lot of folks downplay the role of advlsors until being burnt by their own emotions. I remember couple summers back, after my lengthy divorce, I needed a good boost to help my business stay afloat, hence I researched for licensed advisors and came across someone of utmost qualifications. She's helped grow my reserve notwithstanding inflation, from $275k to $850k.
Glad to have stumbled on this comment, Please who is the consultant that assist you and if you don't mind, how do I get in touch with them?
I've shuffled through investment coaches and yes, they can be positively impactful to an individual's portfolio, but do your due diligence to find a coach with grit, one that withstood the 08' crash. For me, Melissa Terri Swayne turned out to be better and smarter than all the advisors I ever worked with till date, I’ve never met anyone with as much conviction.
I appreciate this. After curiously searching her name on google and reviewing her credentials, I'm quite impressed. I've contacted her as I could use all the help I can get. A call has been scheduled.
Imagine being the sales account managers getting commission selling all those AI GPUs
They won't get a cent. They come as (a pre-paid by 6 months) order direct to Jensen.
@@michaelnurse9089 that’s tragic
76% of Nvidia employees are millionaires
Starbucks is about as alluring as a community gathering spot as an airport lounge. Any local coffee shop would be preferable.
Your opinion. No one does it better than Starbucks in a global scale.
Prefer Nero. Better atmosphere and better tasting coffee
I am impressed with your update on tech stocks, I am looking for tax efficient way to rebalance my 7-figure dividend portfolio without triggering capital gain tax. what asset location strategies should i use?
The best strategy depends on your financial situation, account types, tax bracket, and investment goals. Consult an advisor or tax professional to tailor these strategies for maximum tax efficiency.
I’m currently working towards financial freedom with a focus on dividends & growth investing. Since 2014, I’ve built a portfolio made up of 30% NVDA, 25% SCHD and over 40% in digital and alternative assets, thanks to my CFA. This strategy has helped me earn $56,000 a year in dividends. Back in 2014, I only earned $21 in dividends.
Oh I've heard similar things about hiring an advisor. It's hard to choose one that's very good though. Could you make some useful recommendations?
I'm cautious about giving specific recommendations since this is an online forum and everyone situation is unique, but I've worked with Melissa Elise Robinson for years and highly recommend her. Look her up to see if she meets your criteria
Wow!! her track record looks really good from what I found online.i just filled the form and scheduled for a call. Thanks to you.
I am thinking of diversifying into Nvidia which is up by 8.08%. Definitely looks like the stock of the year as I’m looking for ways to make mouth watering ROIs from a $250k portfolio, any recommendations to achieve this will be highly appreciated.
the strategies are quite rigorous for the regular-Joe. As a matter of fact, they are mostly successfully carried out by pros who have had a great deal of skillset/knowledge to pull such trades off.
Risk mitigation is indeed something to consider well before setting out on inveestments. Most often than not, CFAs take care of this perfectly. People downplay the role of CFAs until being burnt by their own instincts. I was in a similar situation a few years ago; Took my chances but stocks went crashing. Realizing I wasn't good at timing the market, I started working with an Adviser, which helped me build a $1.6m portfolio.
Mind if I ask you to recommend this particular coach you using their service? Seems you've figured it all out.
Her name is. 'Lucinda Margaret Crist’. Just research the name. You’d find necessary details to work with a correspondence to set up an appointment.
I just googled her and I'm really impressed with her credentials; I reached out to her since I need all the assistance I can get. I just scheduled a caII.
A lot of that AI capex is actually server replacement capex. Those companies are not investing only for AI. They replace old calculation nodes with nvidia chips that are faster and overall cheaper than just improving the existing servers. Listen to what Jensen says about the price of cable replacement of existing servers. You also need to analyze capex to revenue ratio for these companies to have a better idea of what is actually happening
All the intel datacenter will be replaced by Nvidia...
another big point for nvidia, they are not usefull just for ai
This is exactly the point most analysts fail to understand and unfortunately Joseph seems not to get as well
Yep, if only joseph listening to q&a of oracle earning. It’s explained there as well.
Just look around dell's server business. It's booming
I dont even know where the stock market is headed to right now. my portfolio of around 200k is not increasing more than 5% and people are predicting a crash .
i'd advise you redistribute assets in your portfolio with the help of a pro so you don't get burnt in the market
You have a very valid point, I started investing on my own and for a long time, the market was really ripping me off. I decided to hire a CFA, even though I was skeptical at first, and I beat the market by more than 9%. I thought it was a fluke until it happened two years in a row, and so I’ve been sticking to investing via an analyst
How can I reach this advisers of yours? because I'm seeking for a more effective investment approach on my savings?
Her name is. SUNITA CHACHY JOSEPH . Just research the name. You’d find necessary details to work with a correspondence to set up an appointment.
I just curiously searched her up, and I have sent her an email. I hope she gets back to me soon. Thank you
I’m a med student and we’re starting to use AI to make better diagnosis, especially regarding Pharmacogenomics. can see the potential uses in the incoming years. Def buying more for my LT.
You're in a position to make great gains in medical stocks if you can understand both business and medicine. All the richest doctors did this.
@@mrwilliamwonder True!
And what happens when the AI screws up the diagnosis?
@@steveno7058shut up Steve
@@steveno7058what happens when the human doctor misses the diagnosis?
Keep up the good work! Many thanks for your vids! I've been following since you were just starting out!
One request, if possible, could you make an episode on where you find your information, how you stay up to date with the news of your holdings, and what the first (quantitative) things are that you look for, before creating your (qualitative) view? Like, how do you get the information on which you base your thesis? Where do you find background information that you use to interpret (read between the lines of) the financial statements of companies. More like, how we can survive if you ever need to stay offline for a longer time 🫣🫣
Your channel is by far the most interesting and valuable channel I follow on TH-cam! Many thanks for the good work and all the effort you put into this! Kind regards from Belgium!
Another guy from belgium here 👌🏻
LLMs are in a bubble, AI is not.
You mean gen ai is i dont think you can include every type of LLM
What is LLM?
@@philiptran617LLM is basically all chatbots.
LLMs are only a small part of AI but alot of people seem to think that all AI is LLMs
@@philiptran617large language model
@@philiptran617 Large Language Model, it is the type of AI that is vurrenly popular
“Dispositive” was a word I’d never come across before. Thanks Eisman.
Agree. Very likely we r headed for a decade long bear market in all western assets. It will be a period of geopolitical n currency changes. Within US this is the chance to do the long-needed economic n social n government reforms. If we succeed, US will be on a long-term sustainable growth path in a decade. But we must take the pain 1st n do the adjustments. From investing pov, sell all US, european equities n bonds. Go long Gold and Crypto. Go long emerging market trade........ I have managed to grow a nest egg of around 100k to a decent 732k in the space of a few months... I'm especially grateful to Milton Harper’s, whose deep expertise and traditional trading acumen have been invaluable in this challenging, ever-evolving financial landscape.
He mostly interacts on Telegrams, using the user-name,
@MiltonHarper
I agree that there are strategies that could be put in place for solid gains regardless of economy or market condition, but such executions are usually carried out by investment experts or advisors with experience...
Indeed, the recent market downturn serves as evidence that a vast majority of individuals lacked a sufficient understanding of the underlying financial dynamics at play.
It really helped trading with Milton Harper analysis and info, even with the market in a downward trend. Definitely riding the market wave is a good perspective..
It’s not just the low end consumer, it’s honestly middle class. 90k a year for my family I can barely stay afloat. He’s nuts!!!!
Housing, schooling, taxes, medical costs - they always rise in a region until everyone is broke. 90k around here you would live like a king - but you will never earn 90k here.
just go abroad... in italy you can live 5 lives with 90k
Dear Starbucks CEO. Your problem isn’t the fact you don’t have enough comfy chairs. Your problem is the price of your coffee
Nope, bring the comfy chairs back it was a vibe
Why did Starbucks reduce its focus on being a community gathering place? Probably because running such a place was not economical. The challenge for Brian will be to make it possible for Starbucks to make money while spending enough to make their locations true gathering places. I suspect that won't be easy. It will certainly be harder than simply say that's his plan.
My take is that, during 'Rona, Starbucks decided take-out was the future. They declared that they'd be closing sit-down stores (esp ones without a drive-thru) and opening stores like a Dutch Bros. This was a really poor, short term outlook decision, IMHO. They sorta stuck with that for a couple of years and then slowed that and then tried to jack up prices like they weren't a to-go place like Dunkin'. TLDR - Poor management and vision.
@@brianlaskey5072 Yeah, agreed. They also had problems with the homeless camping out in their bathrooms and wifi freeloaders coming in with their own food and clogging up space. But I think that most of all, they determined (unwisely) that the grab and go, mobile ordering model would be the most cost effective way to trim margins. But in doing so, they took away all the human warmth and socialization of a coffee house and turned their product into nothing more than an overpriced McCoffee. I don't know that they can now walk that back.
I went all in on NVDA…..lets goooo
pretty much same lol we are crazyyy
nvda to 150 before October.
BBC-quote today:
”Data centres in the UK are to be classified as critical national infrastructure, joining the emergency services, finance and healthcare systems, and energy and water supplies.
It means they would get extra government support during a major incident, such as a cyber attack, an IT outage or extreme weather, in order to minimise disruption.
Data centres are huge warehouses full of vast banks of computers that remotely power services such as artificial intelligence (AI) applications, data processing and streaming.”
Joseph I just wanted to say great work and thank you! I just discovered both of your channels and they are exceptional. Your philosophy and temperament are very similar to mine. Appreciate it and keep it up!
Now listen to Larry Ellisons speech at Cloudworld yesterday. Guy is smart and he says AI still us HUGE. Datacenters with nuclearreactors etc.
You are the best men, thanks for the news!! 🇵🇹
Portugal ❤
Steve Eisman is a great listen. Not overly biased or egotistic.
I also enjoy you reviewing snippets of stock market news.
Finkle is Einhorn. Einhorn is Finkle. Einhorn is a MAN!!
Lol. That was the OG of bubbles. There will never be another Jim Carey.
That's what I've been trying to tell everybody. But then again, I just walked down Sukhumvit road 😂
Great summary. Thank you!
This is just a temporary breather from the rapid climb. Come October/Nov, the AI market boom will resume and all of these neg sentiment will be forgotten.
what do you think about AMAT ? Looking like they are the least hype Semi stock with good compounding.
NVIDA BLOWING UP RN
It’s still *down* $20/sh from July. :shrug:
Missed the dip
@@epbrown01you can bet your ass if 119 holds tomorrow then a new high will be made by the 20th. 100%
Wrong. I work in data intelligence. What we used to do in 3 months can now be done in 1 week. It's insane, and the best has yet to come.
I would like a Tickle-Me-Elmo for Christmas, as well
Joseph, I think your channel is one of the best investing channels on TH-cam. No nonsense, thoughtful advice on how to invest the right way. Well done, brother!
I have a question that's kind of off topic from this video, but I want to ask it anyway.
I'm retired, and I have about a third of my portfolio in Apple, Amazon, Tesla and Nvidia. I know, I know, I know. I'm taking a big risk. Sometimes the risk is worth the reward, however, so I guess we will find out...
The other two thirds of my portfolio is invested in dividend bearing stocks, ETFs and mutual funds that pay my bills.
Here's my question:
Should I sell all my individual magnificent seven stocks and buy an equivalent amount of SCHG?
I'm thinking this will diversify me a lot more than I currently am, and still provide some of the upside if the individual stocks take off?
Again, as a retired guy, I probably shouldn't have a third of my portfolio in the magnificent seven, but I do, so we're just going to have to deal with it...
Hook a brother up and let me know what I should do.
Jonesing for the answer in Toronto...
Joseph posits "It can't go on forever." Nobody said it will. We're in an infrastructure building phase for the next economy. That doesn't make it ill-advised. Valuations for this phase are high, but these hyperscalers will thereby stay relevant for the next 50 years. I wouldn't invest in any company that is NOT investing now in its future.
Well said.
The Capex spend is a NECESSITY for all the big players. The big technology waves have always changed the playing field. From the PC era, Internet era, Mobile era, now into the AI era. It's very early so the stakes are unknown, but for the big tech giants (cloud hyperscalers) if YOU don't spend on GPUs while your competitors do, that's a big strategic risk to take. To stay behind while the others chase new AI datacenter capability and breakthroughs, that's not wise. History has proven that each tech wave can leave behind previous leaders or those in strong positions behind. The hyperscalers are building all this AI datacenter capability and using it themselves. They are not selling spare capacity to smaller players. It's an existential risk to allow your competitor to get to AGI first, even if that is just a slight possibility. The spending is driven by fear, fear of being left behind or finding out that your business model has just been made obsolete. (Blackberry when Apple launched the iPhone type moment).
You give best info. Easy to understand
Strong BUY. Still early innings. NVIDIA is the dominant leader in AI and the preferred technology partner globally. Even w new competition on the horizon, NVIDIA is far ahead of the competition. 85% market share. 76% margin. Unrivaled demand for new Blackwell chip. Demand far exceeds production for Blackwell through to 2025 and beyond. No competitor has anything close to Blackwell. And forward P/E is about 33 (cheap for a high growth stock). Buy this stock and wait. You will be rewarded.
This is Interesting because i bought NVIDIA around September last year. The company is selling shovels in a gold rush. It accounted for almost 80% of my market return last year, and I'm sure this year will present other interesting stocks.
I'm sure the idea of an investment-Adviser might sound controversial to a few, but a new study by Motley-fool found out that demand for Financial-Advisers sky-rocketed by over 42% since the pandemic and based on firsthand encounter I can say for certain their skillsets are topnotch. I've accrued north of 580k within 16-months from an initially stagnant Portfolio.
I appreciate the implementation of ideas and strategies that result to unmeasurable progress. Being heavily liquid, I'd rather not reinvent the wheel, thus the search for a reputable advisor, mind sharing info of this person guiding you please?
Certainly, there are a handful of experts in the field. I've experimented with a few over the past years, but I've stuck with ‘’Marisa Michelle Litwinsky’’ for about two years now, and her performance has been consistently impressive. She’s quite known in her field, look-her up.
Thank you for this tip. it was easy to find your coach. and I conducted thorough research on her credentials before scheduling a call with her. Based on her résumé, she appears to possess a high level of proficiency, and I am grateful for the opportunity to speak with her.
Nah, Ai just needs a profitable use case and Palantir has cracked the code.
Bought into starbucks at the right time, interesting to see where it will go
"third place" urban joseph!! love the content man!
New drinking game - take a shot every time Joseph says “AI”
I remember Starbucks and the caffeine bubble. It burst!! SBUX up 25% last three months. Demand is still there for caffeine just like AI and nvda’s products. I love the content here but there a little too much hate on stocks where no position is held imo.
Hi there Joseph I just wanted to approach you to appreciate the work that you do, I really enjoy your content and I appreciate your ideas
It’s an everything bubble.
Everyone loves a Bubble Boy
Bright! And shiny!
Someone mad they didn’t invest while they could’ve ??? lol
I wanna take out 25% just before the bubble pops.
The moops.
@@daveycrocker4466 misprint!!!!!
Thanks as always！
Isn’t cost in bubble territory too considering the PE. I think that there could some confusion between the internet bubble where valuation went totally off the charts and now. The forward P/E ratio for nvda is not outrageous. Also, all the iperscalers need to keep the hardware up to speed. And finally…what would you suggest goog, amzn meta would do? Stop investing in their core business?
Imagine all those idiots that sold NVDA low hahahahahahahhaha
You didn’t buy NVDA when it’s stock price was less than $5 a few years ago and now you call it a bubble 😂
Appreciate your insightful commentary. I remain long SBUX and I guessed they would figure it out. We are nowhere near what we experienced in 2008-2010 financially, so I agree with Eissman.
Thanks!
NVDA is the definition of "whoever sells the shovels in a gold rush gets rich."
WARNING: This video is not worth watching...
Josep is the best !,but not perfect.In fact manies ppl like jason aren't perfect.But!.....boy....he is really" good in stock picking.That is why i am subscribing to his channel for good 3 years now.Keep up the great works jason.Great video always !!!
Bubbles - anyone who ACTUALLY knows whether we are in a bubble should be out there shorting stocks and not doing a news wrap on TH-cam.
@@michaelnurse9089 I have plenty of short positions.. this is how I dominate.
Agreed
I’m an attorney litigating in federal court. LLMs have changed our practice in profound ways. AI is definitely here to stay in the multi billion dollar legal industry.
AI is definitely not a Bubble.
I agree with the new starbucks ceo. He needs to address the elephant in the room which is boycotts. Coffee places should stay out of politics, i will be watching closely if they clarify their stance on Israel
Absolutely, the more Starbucks supports Israel, the more their profits vanish. But of course, WallStreet and Starbucks are lost in their own fairytale, completely oblivious to boycotts. They just assume if they close their eyes long enough, problems simply disappear.
Absolutely, the more Starbucks supports that regime, the more their profits vanish. But of course, WallStreet and Starbucks are lost in their own little world, completely oblivious to boycotts. They just assume if they close their eyes long enough, problems simply disappear.
Absolutely, the more Starbucks supports them, the more their profits vanish. But of course, WallStreet and Starbucks are lost in their own little world, completely oblivious to boycotts. They just assume if they close their eyes long enough, problems simply disappear.
@@Zagirus 💯
Go woke, go broke!
AVGO will benefit from AI spending although it's the world's 11th largest business by market cap that no one is talking about.
ML and deep learning has been here, in production, for public companies since at least 2011. Generative AI and LLMs are just another evolution. Losing in this market or being too late is far more disastrous than having overspent.
If a company overspends they literally can go bankrupt
Remember that LLM/AI video you uploaded? Where it did your voice and wrote the script 😂
Nvda Peg ratio - enough said.
💯
Can you go over the Bostic trades and his continued lapses with filling out his forms for stock purchases ?
homeboy AI is just getting started. any "bubble" is just gonna get bigger and BIGGER.
Wasn't it yesterday AI bubble was popping?
Thumbs up before watching!
Do you ever smile?
yo joseph is that the casper light?
I really like the message of the new Starbucks CEO. I don't own the stock but it makes me think if I should get in...
He's already doing better in communicating vision compare to the previous CEO.
Palantirian here. I love your content and your voice. But Palantir is different . It's moat is unique with other AI software company.
While I often agree with Eisman, I think his position that Trump will take Pennsylvania is an emotional one as I have no doubt he wanted/expected Kamala to pick Shapiro as her VP.
Would appreciate ideas about capitalizing the ai hype in interesting ways using ETFs
btw loving your content as always Joseph
No matter what Sbux does they cannot stop the hordes of new competition. Can Sbux get better and be stable? Of course. But the days of great stock growth is over. It may become a staple like KO.
As someone currently studying AI, I can surely say your average people are overestimating AI, even in business that it's just waiting to come crashing down. Like there are other technologies worth investing in and AI is important but man, how about you just upgrade your countries local transport systems or something.
Joseph i agree with you very much according Nvidia. The price in NVIDIA is hyped currently. The company will stay, but it's hyped currently. BUT i think people are investing in Nvidia for the wrong kind of reasons. See my comment.
NVIDIA makes GPUs and GPUs are more efficient with calculations and specialized workflows, compared to CPUs. All companies who have a server, datacenters and so on (So all companies nowdays) will switch, at some point. Why?. Because GPUs run much more energy efficient. Its a HUGE money saver over the long run, that is the bull case for Nvidia. Not just Ai like the market is focues on. Its called accelerated compute. And THATS the bullcase why you would want to invest in Nvidia.
I am currently not a shareholder in Nvidia on these price levels, i own TSM.
AI is the new oil! No bubble, new future!!!
viva palestina
Not the same, AI needs fuel, oil is the fuel, AI needs tons of fuel
There are either sources of energy @@GreenHoodier
It's not about making more money in AI. Investing in AI is required just to remain relevant.
Why is there so many bots...
Every finance video is like this...what a mess
@@nawnaw4709 Meanwhile Google finds ways to "sensor" my comments for having genuine conversations about economics...
Notification gaaang!!!
We're at an inflection point with AI, where the initial bubble is about to burst, but the internet was also a stock market bubble that burst. Out of that bursting came all the Magnificent 7, so it's not like the internet was a wash. AI won't be, either, but this is the time for investors to look at the books, and ignore the promises.
16:35 thank goodness we dont need so many choices, and to go back to their roots, make the place more welcoming
Hopefully AI sector in Dip territory...want to load up on SoundHound again in Sept. NKLA..5 %.. Nikola could be heading higher with a reversal. Thumbs Up video/ comments. Thanks.
I'm selling calls for my $PLTR shares at 45 for Jan, joesph do you ever sell calls maybe for Costco when it gets expensive?
He can't. He's on M1 Finance. 🤣
Tesla is the most underrated Ai play.
Tsla is doomed with that looney ceo
Tesla is underrated seems weird. One of the most over hyped company and insanely high valuation. Moreover cars have big quality issues and launches are always postponed.
@@maximusdecimusmeridius5438 Tesla is a cult, not a pure AI play.
How come he doesn’t point out Amazon PE?
It seems the comment section is really taking you to task over your cautiousness with Nvdia Joe? What say you?
Holy hell brian is a genius
That stuff sounded like typical corporate PR-speak. Leave that local coffee shop vibe to Morgan Eckroth and embrace being a big anonymous multinational corporation, Brian.
@@epbrown01 I mean his track record says otherwise? Why do you think he is the highest paid ceo in this category?
@@thederpyrock5247 That has nothing to do with his track record. The press release is pretty much just supercilious blatherskite, not an actual business plan. The most that will come of it is phony decor changes to invoke “ye olde coffeehouse” or Central Perk from Friends.
We're in the early innings of AI. Dips are to be bought.
*SBUX dropped 20% prior to gaining 20%
not a bubble just like costco. missing out on all the possible gains champ
it's all risk vs reward
Y'all are obsessed with nvda
@@AaronRussell-k9k pltr is where he should be at but he says it can't scale
I am so glad that the Tech A.I. Bubble is finally cracking and starting to burst! Sure, it will be painful for the A.I. bulls, but it will be good for the economy.
SBUX is going to need alot more that feel good verbiage...
i look forward to literally every Joesph Carlson show!
The AI Bubble has been going for 10yrs.
CAPEX BABYYYY!
Everyone who missed buying Nvidia “it’s a bubble!”
At least you’re not as bad as Paul who shorted Nvidia 😂
I wish Dunkin would do the same!!!!
Go with Allan Lichtman on the presidential election predictions. He is the guru. Better than Nare Silver from 538. Allan is a historian and uses 13 keys.