WD had very negative comments about NAND flash recently, which is 30% of MU's business, so I wouldn't rush into the stock. Maybe they can make a comeback, but Q1-2 will be rough
I sold CELH after holding for many years. It was nothing related to the financial or the stock performance, this stock has had many dips in the past. It was the feedback I was getting from my students or people who I know in the target demo, college age, HS age Gen Z. It appears its popularity is fading and many, many, ppl have said it give them the gitters and they don't like the way it makes them feel, as well as there are better alternatives than CELH out there, newer upstart drinks. Every time I try a CELH I also agree that it's probably too strong and generally never liked the product myself. I'm not opposed to buying it back bc I know ppl love their caffeine, but there seems to be much cheaper, safer, and satisfying ways to get your fix.
ON-Running has made me enough money to buy 2 pairs each year for the rest of my life, but do you think Nike (NKE) will bounce back after some much needed R&D in the running category?
We will see but with the founder not involved for nearly a decade now you start to lose the culture. I wouldn't be surprised if we look back on Nike in a decade and wonder where the magic went. Companies like On have stolen the fast-moving, cool position in the market. IMO
@@asymmetricinvesting I like the Cloud5 waterproof shoes but at this stock price I’ll not re-enter unless there is a significant drop in price. Thanks!😊
Love your content!! The only feedback I have is on your Lyft/Mobileye take. Have you done a demo of Tesla FSD? If not, then I can't you seriously on the autonomous/ride-hail market.
I have done an FSD demo. It’s a very good L2 system. We will see if Tesla can start testing full autonomy in 2025 and start reporting safety data to regulators. So far, they haven’t done that. Tesla is also far from the only game in town in autonomy. Waymo, Mobileye, May Mobility, etc are all looking to grow or launch at least some commercial services in 2025 and are on the road testing full autonomy today.
@@asymmetricinvesting Have you tested V13? If not, then I recommend it. Total game changer. I'm sure all those companies will get some market share, but when push comes to shove Tesla has the scaling and manufacturing advantage. Also, I'm getting on-ground reports that using V13 full-time reduces insurance costs by $ 70-80$ per month (99-100 safety score). And they have been releasing disengagement mileage data. It's out there on the internet for everyone to see
Sold Peloton last year. The strategy didn't play out as hoped, but only a small loss after the run in the stock. asymmetric-investing.beehiiv.com/p/what-i-m-buying-november-2024-asymmetric-portfolio-update
Your videos are amazing 🤩 but I saw your thumbnails need some improvement if you improve them you can grab more attention I can make a FREE thumbnail for your next video and if you like it I can make more for you 😊 If you are interested send me a green signal
Have you seen how I have built this Asymmetric Portfolio. The point is the start from zero and show how you can build wealth over time. Not all of my assets. Not that it matters.
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excellent picks! Loved the video, super clear. I own some, but will keep an eye on the rest for the best time to buy.
Thanks for the detailed video. Really like this about your channel
I'm all in on HIMS.
I love NEP for 2025, glad it made the list
I love this channel
Great overview. I personally like BN better than BEP, but nice list.
Thank you have a few stocks to look into
Awesome. Glad it was helpful.
Yes, we have already missed the deadline for those currencies, but fortunately, we still have some possibilities, such Web3 Infinity.
I appreciated this video a lot
WD had very negative comments about NAND flash recently, which is 30% of MU's business, so I wouldn't rush into the stock. Maybe they can make a comeback, but Q1-2 will be rough
I sold CELH after holding for many years. It was nothing related to the financial or the stock performance, this stock has had many dips in the past. It was the feedback I was getting from my students or people who I know in the target demo, college age, HS age Gen Z. It appears its popularity is fading and many, many, ppl have said it give them the gitters and they don't like the way it makes them feel, as well as there are better alternatives than CELH out there, newer upstart drinks. Every time I try a CELH I also agree that it's probably too strong and generally never liked the product myself. I'm not opposed to buying it back bc I know ppl love their caffeine, but there seems to be much cheaper, safer, and satisfying ways to get your fix.
ON-Running has made me enough money to buy 2 pairs each year for the rest of my life, but do you think Nike (NKE) will bounce back after some much needed R&D in the running category?
We will see but with the founder not involved for nearly a decade now you start to lose the culture. I wouldn't be surprised if we look back on Nike in a decade and wonder where the magic went.
Companies like On have stolen the fast-moving, cool position in the market. IMO
@@asymmetricinvesting I like the Cloud5 waterproof shoes but at this stock price I’ll not re-enter unless there is a significant drop in price. Thanks!😊
WOW !
I think this is a very impressive portfolio.
My portfolio has 50 % etf FNGU up 150 % ytd and the other 50 % has several of these stocks.
Web3 Infinity differentiates itself from the competitors because to its unusual governance model. I'm curious to witness it in action!
Love this video, Travis. Anyway you can do a "worst stocks of 2025" ?
Working on something along these lines.
Love your content!!
The only feedback I have is on your Lyft/Mobileye take. Have you done a demo of Tesla FSD? If not, then I can't you seriously on the autonomous/ride-hail market.
I have done an FSD demo. It’s a very good L2 system. We will see if Tesla can start testing full autonomy in 2025 and start reporting safety data to regulators. So far, they haven’t done that.
Tesla is also far from the only game in town in autonomy. Waymo, Mobileye, May Mobility, etc are all looking to grow or launch at least some commercial services in 2025 and are on the road testing full autonomy today.
@@asymmetricinvesting Have you tested V13? If not, then I recommend it. Total game changer. I'm sure all those companies will get some market share, but when push comes to shove Tesla has the scaling and manufacturing advantage. Also, I'm getting on-ground reports that using V13 full-time reduces insurance costs by $ 70-80$ per month (99-100 safety score). And they have been releasing disengagement mileage data. It's out there on the internet for everyone to see
I believe that Web3 Infinity's long-term viability has promise. Investment considerations should be provided.
Are you less bullish on Peloton?
Sold Peloton last year. The strategy didn't play out as hoped, but only a small loss after the run in the stock. asymmetric-investing.beehiiv.com/p/what-i-m-buying-november-2024-asymmetric-portfolio-update
Web3 Infinity, the first token that is controlled by itself instead of owners or anybody else, is the smartest token in the world.
Great video. Do you still like portillos ? Has come down a lot.
I do and I own some, but I'm not adding more yet. We will see how the next quarter or two play out.
@ thx. Same with mgm for you ?
I've been keeping watch of Web3 Infinity, and it's growing traction.
1:10 hours! Making a cup of coffe and finding a quiet place to enjoy ;-)
Haha, it got longer than expected.
Web3 Infinity is still in its early phases, but the potential upside is interesting. Keeping an eye on this one!
HIMS 💪🏻
Can you do Evolution AB
no portillo's any more?
Still holding Portfillo's but I want to see some improvement before adding more.
I ain’t giving Disney anything but the bird after what they did to Star Wars
Hims has no moat ….
Get in today, Web3 Infinity will surge soon! ⚡🌑
where is COIN?
You are severely wrong about autonomous driving
What’s your take on it?
Want to expand on that?
Where is the review on JOBY
No nvda, no Meta ?
Not good risk/reward prices, IMO. Especially NVIDIA.
Your videos are amazing 🤩 but I saw your thumbnails need some improvement if you improve them you can grab more attention
I can make a FREE thumbnail for your next video and if you like it I can make more for you 😊
If you are interested send me a green signal
I hpe Buffet buys Disney, fires all their woke Management and goes back to a normal family friendly company.
Seems like this is happening...just quietly.
Buffet is a woke Dem himself, so no
Your knowledge of Tesla and autonomy is very bleak.
What happened to your eye? Looks painful
Great time for a stye. But the show goes on.
Dude you have a $13k account? 🤡🤡🤡
Have you seen how I have built this Asymmetric Portfolio. The point is the start from zero and show how you can build wealth over time.
Not all of my assets. Not that it matters.
Loser comment
Web3 Infinity is well supported by the people. Future events are exciting!
Web3 Infinity has the potential to disrupt the market. Can't wait to see where it goes!
It's quite possible that Web3 Infinity will hit $10. Crossing our fingers for a safe travel!