When you say you will continue to add avgo, asml, tsmc, and nvda what kind of approach are you taking? DCA or do you mean buying in lump sums on pull backs? Because although like you said intrinsic value is perhaps fair or under in some of these cases the ticker prices are at ATH so buying opportunity is not really now? Or what do you say to that? Thanks for the video I'm someone who has been probably hyperfocused on NVDA, TSM, and AMD & I kind of never really paid enough attention to ASML and AVGO and looking for levels to start positions in these two at some point although I feel a little late to the party on these two now.
Great question. My strategy is to keep buying their shares whenever they dip below their intrinsic values. For example, I started a new position in Broadcom recently during a large dip. It was undervalued, so I bought some Broadcom shares. I like to DCA since I cannot predict the market but I only buy in when it’s undervalued below my intrinsic value estimate. Here’s another example. I have been buying more TSMC over the past 2 years because it was deeply undervalued, and it was the right move. Now TSMC is finally recognized by the market because TSMC makes the most leading-edge chips (eg AI accelerators for Nvidia) and it’s a near monopoly in the semiconductor foundry market.
Thanks, ARM is on my list. I’ll make a video about it soon. Right now, it’s substantially overvalued, so I’ll *wait for it to drop back a lot more first before making a video about it.
I use the fear and greed index too. I think that’s a good way to find good entry points because most stocks would be undervalued when the entire market is fearful.
Well, that applies to the entire market, not just AI stocks. It’ll take longer than expected for the US inflation to come down toward the 2% target. But the Fed will eventually cut rates (probably by the end of the year). So when the market is full of fear, that’s best time to buy the dip.
👏👏👏👏👏If you like my channel and want to support it, here is how you can help: www.patreon.com/IntelligentInvestorChannel
Excellent research. This video is a huge help. Also like the brief updates regarding the other stocks in your portfolio. Have a nice sunday!
Thanks, I’m always happy to share my researches:)
love the detail mate, keep it up
Thx!
Great analysis, I will keep my shares for now.
Great video! Cls next?
Victor!!!!!! Yeah baby!!! Broadcom!!!
Its already at the best case scenarios with 150 post 10:1 stock split
Great overview! Are you planning to do an update on Adobe?
Yup Adobe’s be my next video. It should be out sometime next week.
@@TheIntelligentInvestor looking forward to it! I recently started a small position at 503 a share
@@TheIntelligentInvestorcan’t wait for your next Adobe video ❤
Good stock AVGO
I'm liking this recent pullback. May be time to DCA.
Yeah, I think the market is very fearful now, very close to extreme fear. I have been buying the dip more recently.
When you say you will continue to add avgo, asml, tsmc, and nvda what kind of approach are you taking? DCA or do you mean buying in lump sums on pull backs? Because although like you said intrinsic value is perhaps fair or under in some of these cases the ticker prices are at ATH so buying opportunity is not really now? Or what do you say to that? Thanks for the video I'm someone who has been probably hyperfocused on NVDA, TSM, and AMD & I kind of never really paid enough attention to ASML and AVGO and looking for levels to start positions in these two at some point although I feel a little late to the party on these two now.
Great question. My strategy is to keep buying their shares whenever they dip below their intrinsic values. For example, I started a new position in Broadcom recently during a large dip. It was undervalued, so I bought some Broadcom shares. I like to DCA since I cannot predict the market but I only buy in when it’s undervalued below my intrinsic value estimate. Here’s another example. I have been buying more TSMC over the past 2 years because it was deeply undervalued, and it was the right move. Now TSMC is finally recognized by the market because TSMC makes the most leading-edge chips (eg AI accelerators for Nvidia) and it’s a near monopoly in the semiconductor foundry market.
@@TheIntelligentInvestor Great answer. Thank you so much. I am glad I discovered your channel yesterday :).
Briefly, your view of tech etf such as FTEC & VGT.
Picking individual tech stocks can be hit or miss. Thx
Thanks I’ll take a look at FTEC and VGT. They seem to be very good ETFs.
I'd love to hear your thoughts on ARM and Qualcomm. Fantastic work. Thank you.
Thanks, ARM is on my list. I’ll make a video about it soon. Right now, it’s substantially overvalued, so I’ll *wait for it to drop back a lot more first before making a video about it.
Do Tesla..I thought it was heading back to 100!
How do I find out the intrinsic value of the stock?
You have to use a DCF model to value stocks. I post all my intrinsic valuation models on my Patreon blog.
@@TheIntelligentInvestor does it make more sense to buy stocks when there’s fear in the market?
I’m wondering if I should only buy when the fear & greed index is at fear
I use the fear and greed index too. I think that’s a good way to find good entry points because most stocks would be undervalued when the entire market is fearful.
Is AVGO over value now $177?
Slightly overvalued based on my latest IV update. I would just wait for dip.
MSCI around Fair value after recent selloff 4/23/24
Yeah it was a huge selloff. I think the market overreacted. I’m gong to review the earnings call first. But I did buy more MSCI today.
do adobe next please!
Yeah, that'll be my next video.
@@TheIntelligentInvestor appreciate you 🤝
你說中文嗎？
No to much overvalued
Explain please:)
@@TheIntelligentInvestor lol because of greed and AI hype. If interest rate's stay high, it will crash
Well, that applies to the entire market, not just AI stocks. It’ll take longer than expected for the US inflation to come down toward the 2% target. But the Fed will eventually cut rates (probably by the end of the year). So when the market is full of fear, that’s best time to buy the dip.