I bought these AI stocks by understanding the industry Fundamentally?
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- เผยแพร่เมื่อ 5 มิ.ย. 2024
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AI is becoming big day by day.
And that means, AI companies are on a path to becoming massive.
What companies should you bet on?
Understand the analysis behind the technology and how some firms can become big players in this space by watching the video till the end.
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Attributions:
Stock videos from Pixabay and Pexels
Logos: Wikipedia Commons
Video and Thumbnail Editor: Ayushman Khare
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Love The Knowledge
Also
Love The Thumb Nail
🌾🇮🇳🌾
My friend, I've been asking this on almost every video, also saw few comments which say the YT community thing is not working, can you or someone from the community confirm? I want to join but I've no idea how it works, can anyone help?
What about uipath. ? Did you sold it.?
amd manufacture both cpu and gpu its cpu is good but gpu is not better than nvidia gpu beacause of nvidia use in their chip cuda core
Pp
I've learnt so much watching your content. Could you make a detailed video on...
1. Understanding financial statements
2. Calculating intrinsic value of a company.
Thats such a great analysis Akshat. You have talked about right thing in AI. TCS, Wipro etc are consulting firms and they do not rely heavily on research oriented stuffs like AI. What consulting firms may leverage in future is, using the backend AI engines we can develop some unique solution for our clients. That's what we have an edge in and not in research and cognitive pathbreaking solutions .
Indian IT companies are into research as well. They are not out there but the research outcome is used for specific customers.
TCS sit on an enormous amount of Cash. All you need to switch modes is to hire talent and pivot. For that you need Cash. TCS has it. TCS still has a niche branch where they hire people from top tier colleges and work on new products.
Well said brother… these youtuber has no idea about AI….
No indian company is even close to US company and will not be in next 20 years
TCS is involved in research too have you heard of TRDDC?
Basant Maheshwari has been talking about Nvidia for months. But he is also concerned about the valuation.👍
Notes for me :
AI Future growth potential :- 22% yoy
Stocks discussed
1. Nvidia
Revenue growing, profit not and overvalued
2. AMD
Same as Nvdia except the valuation point
3. Supermicrocomputer
Regional cloud/ cluster cloud
Revenue growing profit growing
4. Apple/ Microsoft/amazon/google
Fundamentally strong, generative AI and hold lots of cash
Bit overvalued currently
Tcs, tata elxsi work in weak ai sector
How do i invest in us stocks . Please guide
17:25 Supermicro SMCI
Thanks for telling the facts about Indian tech companies.
[3:30]: Part-1
[11:19]: Investment Opportunities(AMD & NVIDIA)
[23:00]: Indian Stock (Tata Elsxi)
👍
Great
You are the guy😊
😂
😂
I came here to get an idea of how to trade utilizing A.I after hearing a guy on a podcast talk about the importance of A.I and how he made $360,000 in 6 months from $50,000. This video has helped to clarify a few things for me, but I'm still puzzled and I'm open to suggestions.
@@DiegoPersie I know a lot of folks that made fortunes from the crash ’ve been looking into similar opportunities in this present market, could this coach that guides you help?
@@DiegoPersie Thank you so much for this tip! Finding your coach was a breeze and I was really impressed with all the research I did on her credentials before scheduling a call. From her résumé that she's extremely knowledgeable and skilled.
KPIT can also be considered as an AI player in India as they provide some sort of AI based solutions for their clients in the automobile domain. [Its PE is quite high right now and could be considered for a buy only when it corrects]
Akshat I think you missed talking about semiconductor foundry stocks. Exciting times for semiconductor foundry stocks like TSMC, Intel, and Globalfoundries! Intel's massive investments, exceeding 100 billion dollars globally, to build foundries for chip production are definitely turning up the heat on TSMC and breaking their kind of monopoly. These stocks are key players in the AI growth story, and it's fascinating to see the competition unfold. Can't wait to see the impact on the industry. Wish you could have also added few seconds talking about these players.
Wow, you sure were right about Super Micro, which recently shot up! Thank you. You have gained a new follower.
1 - TCS
2 - NVIDEA
3 - AMD
4 - Supermicrocomputer
Thanks for making this wonderful video🙏🙏🙏
Great content as always from Akshat. I’ve basically had Palantir, C3 ai, Nvidia on a watchlist all of these have performed above 57% in 1 year is it still a good time to buy in or have I missed?
Very exhaustive and excellent info. Thank you sir
Hi @Akshat . When it comes to chips for AI, the name of the game is power efficiency. How much training and inferencing at what electric power.
Here Nvidia is the top dog and this is the reason Nvidia stock run up but AMD didn't.
I'm from GPU industry and Nvidia just started growing, they started planning these 12 years back, slowly it will become a software company also, it will dominate IP and software solutions for AI/ML, every good engineer wants to work there (people with 3/4 patents leaving Apple/Amazon/Intel/Qualcomm and joining Nvidia) so IP numbers will increase exponentially.
Is there any Indian company to partner with nvidia
@@stockmarket9954 as per my knowledge some contract work is done by Indian companies, need to ask who are the major players in contract work.
Quiet Informative thanks for your valuable time. 🎉
AMD's Competition isn't really Nvidia, it is Intel. In GPU's segment Nvida rules an easy monopoly currently in terms of the performance they deliver.
Completely wrong about monopoly
nvidia will run and will rule...untill a new section will come up..
bcoz all performance based,game based, ai system needs Nvidia
That is only if you just consider the laptops and desktops that normal people like us buy and use. The stocks right now are moving because of the computational abilities that they are providing to data centers and serves. And other chips they are creating for other commercial businesses.
AMD is still a competition!!!
There’s something called CUDA, that basically allows a developer to write low level code on GPUs, but mostly people use DL frameworks such as PyTorch and tensor flow to build ML models. These frameworks are built on top of CUDA but they can be easily built on top of AMD’s interface as well. I believe PyTorch now supports amd out of the box. Now it’s totally up to AMDs pricing and delivery, to break the monopoly in deep learning. More and more cloud platforms will start supporting amd gpus and as a developer you’ll choose the one that’s suits your need best in terms of costing and latency. So yes, AMD is still a competition.
As per your reply I have put my queries on watsapp but no response from your side
Thanks @Akshant for sharing the insights on AI related investments. I think you are taking a narrow view on weak AI implementations, especially while analysing impact of AI on Indian IT companies growth. Most of the companies in BFSI, Healthcare, Aviation, Manufacturing etc sectors are adopting weak AI products and services for building intelligent systems for say fraud detection, customer services, recommendations etc.. as a part of digital transformation strategy (to improve productivity and better risk management). This is where the Indian IT companies are playing a big role, as all these transformation require capabilities in Data Engineering, Data Analysis, Cloud consulting and Application developers etc.. Since the core business of Indian IT companies such as Infosys or TCS is of providing these capabilities to the clients. So I think it may be an understatement that Indian IT companies may not benefit from AI related investments in short to midterm (Just an opinion.. 🙂).
Which stokes as per you?
I would love to analys those
Hi Akshat … I am not so sure about investing in US maeket but I would like to invest in ETFs that tracks FAANG or NASDAC A video on that would be appreciable.
Thanks and regards
Excellent, In depth analysis, Amazing VIDEO Sir !!Thanks for Sharing !!
Out of 26 minutes, you talked only 1 minute about TATA ELXSI.
There is nothing much you shared in this video except talking about US stocks which you always talk in every video.
I thought you will share some in depth analysis on TATA ELXSI looking at the thumbnail.
Thanks Bro you save my time, after watching 2 min i stop watching after seeing ur comment
He always copies content.... after others create.. he repeats it taking a gap....
Once again very informative video.. great explanation about AI.. keep going Akshat..
To cut the long story short ,you are the best on youtube 🙏
excellent insight given Akshat !Thanks !
Yes, I hold in my portfolio is PARAS, ZEN, HAL, DIXON, GRSE, IDEAFORGE and MAZDOCK
Have you realized that realization of Strong AI means that knowledge-based work will be a commodity?
Great finds sir.. Both the recommendations make sense.
Hi Akshat
At 21:37 Comparison to Nasdaq financial 100 is a mistake, instead the respective benchmark index is Nasdaq 100 which is at all time highs.
Otherwise the content is excellent. As usual, you always explore the untouched terrains.
Keep going👍
Investing in ai stocks considering valuations is risky, investing in fof from mirae which tracks the AIQ etf is a better option. I buy it at every dip.
In India Happiest Minds technologies just doubled their investments in AI.
So Akshat, you give us this Video after massive uptick in the share prices, great !!!!. Akshat has earned good in these stocks and needs a little more push in the share prices so he comes to his 1.7M subscribers, again great !!!!!!!!!
Loved the video ❤️
Been holding AMD for a while. Glad to see other folks starting to see the opportunity.
my buying price 9$ @100
Valuable information Akshat 👌
This is veryuch needed, anyone can talk about apple, Nvidia etc, but there is no info at all on secondary AI markets that are set to explode,
Your predictions are coming good. ❤
Thank's Akshat for bringing the categorisation of AI. Excellent video.The pros & cons of investing in NVIDEA, AMD, SMCI, APPLE, NASHDAQ TCS,TATA ELEXI well evaluated
You have recommended SMCI to member community at 150. Great!SELFISH SUGGESTION FOR FREEBIES FOR TH-cam COMMUNITY: exclusive share, once in a month or two. Enough to retain their excitement without affecting the paid community.
YOU ARE ALREADY GETTING ENOUGH FOR WHAT YOU PAYED( PEANUTS ), DONT BE JELOUS IF HE IS SHARING KNOWLEDGE TO YOU TUBE COMMUNITIES . KNOWLEDGE IS SUCH A WEALTH THAT INCRESES BY SHARING . WHEN YOU TUBE COMMUNITES LEARN THEY BUY STOCK AND EVENTUALLY PRICE WILL GO UP AND YOU WILL BE BENEFITTED IN RETURNS FROM AI STOCKS . 🤍
Thanks for this information
To date, this is the best AI video I have watched. Akshat has the ability to cut the clutter and delivers the cream. Nah, you don't make money off of this video, but you will enhance your ability to think and sort your AI investment options. Thanks, it was a pleasure watching your AI discourse.
Wht, do you mean? He does make money out of this video
Correct he is just theory boy
Only few people know that Akshat is actually an AI robot 😂😂😂
Driven by whome 😅?
Very true. He is very intelligent ❤
Driven by me with my AI algorithm 😂
😂😂 eco AI robot
😂
The way u explain, amazing 🙏
People buying AI stocks today thinking that you are entering at early stage, remember what happened in 2000. Everyone was running behind new internet stocks as it was the new cool and promising suddenly markets were hit by a big time recession. Currently too everything is extremely overvalued.
Haha, couldn't agree more... This isn't early stage anymore...
Nvidia is at hyped pro-max stage... Have a look at its PE ratio...
Wise thing to do would be to start booking your profits and wait for the market to correct and then buy the dip...
PS: In our Odia we have a saying, "ଅତି ଲୋବ୍ , ତନ୍ତି ମରେ |"
Roughly translating to - Too much greed, leads to one's own peril.
And if you are from ICSE medium then you must have read, Leo Tolstoy's "How much land does a Man need?"
So set your own goals and once you achieve them, be happy and book your profits in time.
I have always maintained that it is equally important to enjoy your profits as it is to re-invest some portion of it back...
Take a vacation, go some place, spend quality time with your family and loved ones, enjoy diff cuisines, cultures and traditions, spend on self...
Self-Love is important.
To cut the long story short, Akshat, you are absolutely superb....
well researched video akshat
Hi Akshat
1. Have you considered Intel (INTC)
2. When you were showing the graph of Nasdaq Financials - 100.. which yes is down from its peak for last year. But Nasdaq is at peak right now
Intel is dying.
Dear Akshat gi please deliver these kind of videos many so that we are knowing lot details. These you can consider a service to the society.🎉
As a gamer from what I know Nvdia is almost unbeatable in terms of gpu amd is lacking on their gpu. So, you can’t compare with NVDIA with AMD in terms of gpu. You can compare intel & AMD. It has the potential in crushing intel.
I bought Nvidia when it was not overvalued. I sold all of them last month. The right time to enter Nvidia would be when market hype is over and all the traders are out of it. That won't be happening for the next 6 months.
When it comes to AI, almost all US tech stocks will benefit from it. So all stocks like Google, Microsoft, Tesla, Meta and Apple will eventually benefit in the AI race.
Right now the only thing which is very undervalued in NYSE is crypto stocks. And if things work out and the US government comes with proper regulations, they will be the next bet in the coming 5 years.
Me too, I sold more than half of it around 420 but I still kept 1300 shares of Nvidia. I also saw that many institutions are deploying cryptocurrencies. This will be a blue ocean market in the next 10 years or even longer, with super strong .
How’s institutiones engaging in cryptocurrencies? Are they coming up with their own crypto currencies? Or how else ?
@@mahsooqk288 Hype and hold BTC in spot. It takes a certain period of time to issue your own cryptocurrency before it can be recognized by the public, and holding BTC in spot can shorten this time. Isn’t BTC better as a cryptocurrency that has been recognized by the public?
@@marcoerrett Enter cautiously. At present, it is not obvious whether small and medium-cap stocks can support the trend of the index. This is just an attempt by the market.
Great Sir, your explanation and deliberation in simple language with very clear concept really very much appreciable.Sir if possible make it in Hindi,it will be beneficial to millions of people please
Aws already has regional clouds and I am sure gcp and azure has that too
21:13 In india most of them want to get good products at low cost 😂.Not luxury .because According to Glassdoor, the average base pay in India is INR 9,45,489 per year .Apple's sales in the country were about $4 billion in fiscal 2022 in india
yeah isliye bhikhari chapri log are willing to sell der kidney and buy iphone... sab indian aise hi hai... nano ka kya hua pata haina? dikhawe ka kida hai indians ko
Soon chinese companies will enter the AI business and sell their products in India at a cheaper rate.
With saturation in Semiconductor gate size reduction going beyond 2nm is challenging,so future would be quantum computing and AI may need Quantum Computing Machine in future.
As akshat clearly said Nvidia did nothing special,they were devastated after failing to compete with Qualcomm in mobile space and AMD Radeon.
Nvidia can't keep the crown for long , Its a good game to watch
First thing to do whenever you analyse a stock - Revenue split, how much is coming from what
Excellent presentation 👏
One reason for NVDA hype is they are considered only game in town for AI hardware. Rest are behind them by 1 year, what will happen once rest of the competitors catch up with NVDA will be interesting to watch!
Y R BASIC R TOO GOODS, CONGRATS, KEEP IT UP, HELPFUL THIS TO ENCOURAGE MY CHILD, THANKS ONCE THANK, 💕
Hi Akshat, please advise what to do with SMCI - Its going down due to weak guidance in future in the results..please try to cover in your any of the upcoming video.
Very informative sir...
Thank you so much
Hi Akshat,
What is your take on chemical stocks?
I have invested in Balaji Amines 2 years back. Despite pros in screener being good the stock isn't rallying. The recent sales aren't impressive and FII holding is ok. Can you help me in doing good analysis...
Can you also throw some light on current trends in sector rotation please?
Hi Akshat, can you please tell which website do you use for checking the fundamentals of the stock?
Nvidia's focus is on gpu and high performance ML accelerator in cloud.
AMD and Qualcomm(with nuvia acquisation) focussed on eating away intel's cloud market in the long run.
Consumer hardware everyone has have already given up for apple to settle and then claim the lower market.
Microsoft/google/facebook all these are considering customer revenue through applications and hardware is to reduce their operation cost.
Comapring AMD with Nvidia is like comparing Redmi with Apple. Moreover AMD is into both CPU and GPU mainly compeiting with Intel and when it comes GPU nothing can beat Nvidia.
as always its the best video
Hi @AkshatZayn, the video is informative and great for learning basic details about AI, apart from knowing opportunities about AI stocks. Can you please share the references you used here for providing details about AI? Also, I like to know if any consultancy organisation is currently working on providing logistics solutions based on AI?
Hi Akshat, I just want to know that what is you expected annualized return from stock market, looking for in percentage.
Tata Elexsi has been a favourite from the normal intelligence days ;) Other two are L&T Tech & CYIENT
I’m compiling and picking stocks that I’d love to hold on to for a few years before retirement, do you think these stocks would do better over the years? I’d love to retire with at least $2million savings. Now you gotta rely on a pretty good diversification if you must stay green. Currently up 31% and being cautious. Still better deal than letting it sit in savings or checking earning near 5% interest
Sid your thumbnail game is fire 0:18
Very good nformative video on AI .
Great learning techniques!! Love from Kolkata ❤
Thanks for the informative on AI @Akshatzayn.
Can you brief on prospects in Tech Engineering companies like LTTS, KPI Tech and Product development companies like Routemobile, Affle India?
Morena Akshat. Have you considered making a video specifically for the community members? We would love to see you talking about current stock market both US and India and catering to a small audience but serious investors
Maybe Akshat just loves his own profit, if he makes video for the community, views on the video will decrease significantly.
Thank you Akshat
Hi sir. Could you please make a video on reliance and jii financial services demerger? What would be its impact on reliance share
Please deep dive into UI path.. You spoke highly about the stock in an AI theme last year
They are trying to utilise AI too and expected to grow
Roughly $120K in my portfolio are in tech/TSLA stocks, can I get an advice on any other stocks that I can acquire to diversify my reserve across multiple markets while creating a comprehensive portfolio allocation that balances my concerns of risk aversion and returns that meet yearly inflation.
The market is volatile at this time, hence i will suggest you get yourself a financial-advisor that can provide you with entry and exit points on the shares/ETF you focus on.
@@jamescryptoguru-md9nv very true, I started investing before the pandemic and that same year I pulled a profit of about $600k with no prior investing experience, basically all I was doing was seeking guidance from a financial-advisorr, you can be passively involved with the aid of a professional.
@@MiguelLopes-fi6fz SOFIA ERAILDA SEMA
@@MiguelLopes-fi6fz That's my licensed Financial advisor you can easily look her up, Thank me later.
Hi Akshay I want to mention three issues y gen ai is not actively adopted by companies is
1)data security everything you give to a machine it stores some where .
2)Energy consumption and very resource heavy
3) increased cost for ai solutions is market ready for it I doubt see Amazon and google are providing ai capabilities to companies from long back . bard and open ai are direct to people are free products to collect data .
this three above reasons after a crazy hype web3 didn’t have been very successful. No client want more costs if they couldn’t creat good money out of it .
Privacy is getting more priority if Gen AI could bypass all this issues it will a new big thing.
Ai artificial intelligence is inseparable from the powerful computing power of nvda. The reason why the hype is so strong is that the market needs hot spots and the government strongly supports the investment in semiconductor chips.
Things are getting exciting Akshat bhai...
Bro Nvidia is not only in hardware space. They have highly powerful software ecosystem as well !
With markets tumbling, inflation soaring, the Fed imposing large interest-rate hike, while treasury yields are rising rapidly-which means more red ink for portfolios this quarter. How can I profit from the current volatile market, I'm still at a crossroads deciding if to liquidate my $125k bond/stocck portfolio
Thanks a lot
I heard there is crunch in gpu supply from nvidia due to high demand for which there is support for amd from companies to break the monopoly.
Let me explain why nvidia is in the forefront but not AMD or Intel. From 2000s nvidia invested heavily on developing what they named as CUDA which enables GPUs to be used for computations other than just graphics processing (eg AI, physics simulations). It was a visionary move by Jenson which AMD didn't do. After years of investment, the tech became matured and it allowed nvidia (not AMD) GPUs to be used for ai. Jenson also gave away GPUs for free to universities so they can do research using cuda and we got alexnet in 2012. Now everyone is playing catch up but Nvidia is decades ahead with strong diversification into robotics, networking, ai, graphics etc etc
Awesome👍
Keep Rocking🎸🎶🎶!
Nvidia has always been the company selling shovels during the gold rush. We saw this during the crypto mining boom, and are seeing this in the AI boom as well.
BTC has also risen by more than 80% this year, which may usher in a new era.
cool stuff
Good explanation but requesting as a subscriber to focus on analysis of indian stock market AI story in details only. Make separate video for US Market.
Can you please advise which site you use to analyse US Stocks? Is there any site similar to Screener that is used for Indian stocks?
LTTS and Cyient can be good bet swith regards to AI / ML as these industries indirectly deal with these projects.
The thumbnail !! I can’t get enough of it 😂😂
Hi Akshat, any chance stocks like Moderna, Caeser ent, Paypal, BAC on your radar? If you can make a video/member update?
Please do Detailed video on Indian AI company who are doing partial AI work if not complete AI solutions like USA,Indian companies
like KPIT,Persistent System,Tata Elexi,Zensar, L&T Tech,,,Nvida India etc.
Which screener are you using for us stocks ?
When it comes to AI, I would prefer to invest in USA stocks. If possible could you please list out few hidden stocks in USA. We all know about Google, nvidia etc. But am sure thr would be more hidden gems
This must be the master video of AI ...❤
Another point, if AI is the future, more and more companies will go to cloud and services faster which will benefit TCS and infys of the world. Only one third of cloud migration is happening and there is a huge future ahead for Indian IT companies, yet Akshat hammers the Indian IT as if they are pariah kuttas
Being in the IT industry for more than 20 years, I differ from your opinion. With cloud transition you are saying that more revenue will happen. Actually its other way around. As a service provider to Cloud services, you will literally replace 10 people to only 2 people. However the cost that you can bill the client for those 2 can be a bit higher but you lose revenue on those 8 people. So $4000 x 10 = $40,000. Once migrated to cloud you will get only $6000 x 2 = $12,000. AI on the other hand is double whammy which even simplifies the work for those 2 members. Service providing IT companies are at cross roads. They are unaware which road will lead to success. Only AI developing companies are having good future. But they are shooting the business down of all other Service IT and non-IT companies. Need to wait and watch.
SMCI is a cyclical company and there are lot of companies which does the same thing as them. mostly there business is driven by cloud computing not AI computation.