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 these other recommendations you made
I agree, just because the market presents opportunities doesn't mean we should rush in headfirst. For this reason, we should look for appropriate market analysis or guidance or, alternatively, seek advice from certified market strategists.
Having the right plan is invaluable, my portfolio is well-matched for every season of the market and recently hit 100% rise from early last year. I and my CFP are working on a 7 figure ballpark goal, tho this could take till Q3 2024.
One of my goals is to employ the service of one this year. I've seen some off Facebook but wasn't able to get a response. Could you recommend who it is you work with?
the yield on bonds have decreased especially on the long end (30 and 10 Y) indicating that the demand is still there even if the supply remains huge showing a preference for safety. I'm still at a crossroad regarding whether or not to liquidate my $138k
Find quality stocks that have long term potential, and ride with those stocks. I have found it takes someone who is very familiar with the market to make such good picks.
I agree with you. I started out with investing on my own, but I lost a lot of money. I was able to pull out about $200k after the 2020 crash. I invested the money using an analyst, and in seven months, I raked in almost $673,000
Thanks for sharing. I curiously searched for her full name and her website popped up after scrolling a bit. I looked through her credentials and did my due diligence before contacting her. Once again many thanks
My life changed too when I started doing this and putting money in stocks. The first few years it as really great, but this year I haven't felt like my portfolio is doing well. I have lost more than $40,000 from my portfolio the past four months, and it's now very worrisome.
The year has been really rough for everybody. But I've been able to cushion the effect though. Have you thought of using an investment advisor? They can make you good money especially during uncertain times like this.
Yes, I agree. I use a financial advisor too. Same person since 2020. I don't worry about whether the economy is going up or down or sideways. I always ride through.
My CFA NICOLE ANASTASIA PLUMLEE a renowned figure in her line of work. I recommend researching her credentials further... She has many years of experience and is a valuable resource for anyone looking to navigate the financial market..
Been beating myself up a bit that I sold my 53 shares of NVDA at $374 each back in May 2023 and now it is at over $1,100. Now thinking of liquidating a few other investments to rebuy but afraid to do so. I also currently have 500k in savings making me next to nothing.
Try slowly diversifying your investments over time tends to yield better returns than doing it in a single instance, buy and hold. buy 10% then when in profit add more, or just buy on a dip and hold. NVDA is not going down soon
I’m taking the hybrid approach, VOO, SCHD as my foundation, with growth like MA, UNH, And NVDA. just know that Certain Ai companies are rumored to be overvalued and might cause a market correction, i think it’s best if you try to seek out a portfolio manager
The decision on when to pick an Adviser is a very personal one. I take guidance from Sharon Ann Meny to meet my growth goals and avoid mistakes, she's well-qualified and her page can be easily found on the net.
Charles, you are the only youtuber who never ask for “like, subscribe and comment”, but I end of doing all of them subconsciously. You are the man of this era and a true world leader who we all need for better world.
Awesome presentation! Really enjoyed the banter that made it more lively than a typical financial information offering. Keep up the great work, thanks!
I am new to the stock/crypto market, Every stock that I bought so far, I was out of luck because I bought them when they were expensive. I feel I missed out on all the stock opportunities so far for the tech stocks.I believe having 175K yearly income would be a good investment so I want to plug all my savings into the stock market. I know this sounds a bit dull but I would like to know if I should learn investing or let somebody else (more capable like a FA) do it for me? Please share your thoughts. I am kind of tired of searching for a good stock to buy and losing all the good opportunities.
🚨🚨🚨 SCAM WARNING 🚨🚨🚨 Several TH-cam channels have been plagued with automated computer programs (Bots) pretending to be real people promoting different "advisors" and tricking people into contacting them.... This post appears to be one of those scam attempts.
SMCI was a homerun. ANET and EQIX made modest gains. APLD already gained when this video was made and was mostly downhill from there then made a comeback last month. I wonder if it will go back up
What is the best strategy to take advantage of the current market. I’m still deciding whether to diversify my $400k stocks portfolio? how do I redistribute stocks in my portfolio to hedge against crash?.
Exactly, a good number of people discredit the effectiveness of financial advisor, but over the past 6years, I’ve had a financial advisor consistently restructure and diversify my portfolio and I’ve made over $3 million in gains… might not be a lot but i'm financially secure and that's fine by me.
How can I participate in this? I sincerely aspire to establish a secure financial future and am eager to participate. Who is the driving force behind your success?.
NICOLE DESIREE SIMON is the licensed fiduciary I use. Just research the name. You’d find necessary details to work with a correspondence to set up an appointment.
Thanks for sharing, I just looked her up on the web and I would say she really has an impressive background in investing. I will write her an e-mail shortly.
I recently sold some of my long-term position and currently sitting on about 250k, do you think Nvidia is a good buy right now or I have I missed out on a crucial buy period, any good stock recommendation on great performing stocks will be appreciated...
Certain Ai companies are rumoured to be overvalued and might cause a market correction, i think it’s best you reach out to a proper fiduciary for guidance
Right, a lot of folks downplay the role of advisors until being burnt by their emotions, no offense. During the covid-outbreak, I needed a good boost to stay afloat, hence researched for advisors and thankfully came across one with grit. As of today, my portfolio has grown by 25% every quarter since Q3 2020.
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?
There are a handful of experts in the field. I've experimented with a few over the past years, but I've stuck with ‘’Melissa Elise Robinson” for about five years now, and her performance has been consistently impressive. She’s quite known in her field, look her up.
A lot of amazing Hardware advances driving A.I. and the only software company that has a Long history of Data Analytics and A.I. is Palantir, their customers really sing there praises.
wow, this aged well!! Minute 07:18 where you talk about SMCI!!!! You guys must be rolling in dough this week (more than you already are). I just found your channel and missed the move on Friday. I hoped to get continuation, but I've missed the rally.
If you could see the parking lot of SMCI, you’ll see they jam pack all the time! Crazy! I live in San Jose Ca. Literally in Silicon Valley. I know this company is real deal company
EQIX is at 800 a share…who can afford to invest in it besides the option chain and if your doing that you have bigger balls than me. That’s out of range.
SOFI Technologies is also a huge beneficiary of AI. When the Steam Engine was invented, the booming gains were not in further investing in the steam-engines, rather it was also investing in the railroads and the technologies that allowed the economies to scale, building new cities, factories and commerce etc. Future of commerce will see currency becoming digitized and tokenized and we'll see a large distributed spread of ephemeral micro-services making frequent micro-payments to one-another 24x7x365 and accounting for all micro-opexes in real-time. Financial services will be high-throughput, on-demand, more secure, hyper-scalable, programmable with a high degree of autonomy-driven features customized for every modern organization or individual. This is what SoFi is building and it's worthy of taking note of.
Lol oh I love these guys! First time to see them… “Reverse Kramer index” had me falling out of my chair! If they think Jim Kramer is the idiot I do, then I’m a new subscriber!
Or, as an alternative, he can propose another option for Navida's shares, which is the reason for too much cash flow, which erodes the value of savings as I decrease, and so my solution is to restrict the huge share, by drafting a policy. CX is estimated by the RPI, so any investment must grow at a rate equal to inflation.
Great video, though much of this is on infrastructure which of course is crucial. The real big gains will be on small companies coming to market directly in the field of AI (including robotics, autonomous vehicles etc .). I think building data centres and fast chips is not niche enough ie lots of companies can offer something decent in this field. And like some others said in the comments the companies mentioned are too pricey currently.
So very intelligent conversation and appreciate the dialogue and point of view. First the guy that mispronounced NVidia 20 times is annoying why is it so hard to pronounce it. Second I think some graphics would be really beneficial. All in all, great job guys.
SMCI is now trading for 886.40 This guy in the white is dead on at the time of this video it was at 200.00 plus😲😲 . I just got back into training I need to learn more I'm going to be following this group of guys. looks like I missed another big one.
The problem is that ADBE just came out with those AI tools and earnings are about what happened in the 1st quarter where ADBE got their but kicked by MidJourney, DaVinci Resolve, Canva, Sketch, Wondershare, DALL-E, Stable Diffusion and everyone else.
I kind of prefer it this way...they only make videos when they are excited about something. If you do it weekly you have this schedule where you often have nothing to talk about.
I think the companies that will take the lion share of this market will be those using software on the AI hardware. Sure Hardware will make take off but the real money will be in the software not hardware.
End of last May 2023. I picked EXTR, LMB and MOD. LMB peaked 100%\\EXTR peaked 47%\\ MOD over 500% - before rolling over. I just got into , AZEK, PPC, TRIP For this year. Also got GCT at $22.x now over $40+. Rock on. Stops in. Go. Stops in place // market rolled over do to Iran attacking Israel.
Great point on all the talent out there in the world now that it is able to be channeled into a new venue and not so exclusive I think we’re going to see much better quality across-the-board in creativity and the human condition. Hollywood has held an exclusive block for a century to keep their little enclave empowered to produce our previous paradigm. Now that the world is becoming inner connected & AI will help balance it out. It is going to be very exciting. Maybe they can redo the last season of Game of Thrones and actually make it more cohesive to the previous plot line & build out properly.
Having invested in the market for 50 years (and retired at 40) I've seen this "next big thing" happen before only to suck in young investors looking for fast gains. If you are astute enoughto pick SINGLE companies that will be the leader five to ten years from today, you need to be working on Wal Street in a hedge fund. After the white shirts get their bonuses, inflation eats your gains, and you pay your taxes, youll be left with crumbs. Good luck finding the next Amazon or Tesla.
@@darrenporter1850 Hi Darren, of course no one is correct all the time but lots could see that was not going to be a good out come. Go look at that video again.
I'm coming lats to the show .. looking at these great stocks seems .. I've missed the boat hiuuge price movement on All of these !!! Sure there's more meat on the bone but may wait for some selling b4 moving in !!
These sticks are wY to high for you to 10x means they would have to go to 3000 grand a share some of them. Why wouldn’t you just invest in btc or crypto that can 10x in months disent make sense unless you make your crypto money and then put it in these stocks. You can not be a retail investor and get rich in these stocks. What are the best Ai penny sticks?
Yes, they are a great stock if you like a company which has already been charged with illegally monopolizing markets for semiconductor components. More importantly, BRCM continues to be under investigation by the FTC for their anticompetitive behavior. I don't think "great" is the best descriptor for Hock. I believe "utterly ruthless" is a much better description.
Please cover NNDM stock. They have an insane balance sheet and just reported their first positive earnings, are now doing a share buy back and insiders just loaded up!
If we are being honest with ourselves, taxes may be a major pain, just like they are for the wealthy. Taxes on income, goods and services, real estate, etc. It's wonderful to pay taxes, but we may also establish our own tax havens. Since stock market appreciation is not taxed, I personally invest most of my money there. When I sell, though, I discover ways to make the profit tax-deductible.
An obvious way to Invest for a recession is to buy shares in businesses that are likely to experience steady demand even in a downturn. Typically, those are consumer staples, utilities, and healthcare companies, but off course such decisions cannot be made by an average Joe, a financial advisr is important in making this decisions
The mrkt has been a turmoil since covid, the brief relief rallied for only a year and now the devastating effects of pumping trillions into the economy is here and will be for a while.
@@MimaLopez-jt4vqSuch considerations can certainly have a role when I think about whether I ought to buy into a share/Stock. But I never purchase purely on that basis, i always have to seek the advice of my financial planner who has helped me gain $985k in a well-diversified portfolio that has experienced exponential growth
OMG, i've been saying this for years now guys. You are looking at the wrong thing. It's quantum computing. That is the upgrade for the data centers. It will up the computing power of all this software by tens and soon hundreds of thousands of percents. Now you know. One will power the other. I think if Tesla ever develops it's own quantum technology, it will dwarf all the other tech stocks in market cap.
@@patrick8128 IONQ is the leader. CEO is the old management from Amazon cloud, and has just incorporated it into Amazon, optimizing their cloud service by 65,000%. Look it up
People are really underestimating AMD. MI300 AMD MI350 will give NVIDIA Hopper a run for its money, and the production costs are extremely less expensive. AMD chiplets packaging tech doesn't get enough credit...
Think about a company that makes custom AI/ML ASICs, low-latency switching silicon, DSPs/TIAs/LDs for optical & coherent modules, ethernet PHYs (including DSPs for AEC) and embedded ethernet switches for the DC infrastructure (servers and fabric switches) that are all deployed or will be deployed at the 4 largest hyperscalers. It's MRVL. Even when Nvidia sells their GPUs into a hyperscaler, the interconnect (Infiniband or ethernet) is typically done using a MRVL optical DSP/TIA/LD. Even when someone like AWS builds their own switches/servers/sNICs, at least one MRVL component resides inside. Bottom line, MRVL components are in every single hyperscaler DC.
I bought Inmode a couple years back. Doubled my money in it. They make womens cosmetics surgery tools/ items. Then there profits earnings were going on super run. But now mostly everyone that wanted that got it. Not Chipotle where they can add a store forever and grow long term - many years.
NVDA rules since i invested 400k in 2021. Per share will double in less than 6 months. Just invested another 200k its almost a guarantee that you will gain profit.
useful info, but the run up has run ahead of most of us. i'm watching and waiting for Q3/Q4 period to see the lofty share prices settle down. As NVDA runs it's cyclical so the others will drop more. watch this space!
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 these other recommendations you made
I agree, just because the market presents opportunities doesn't mean we should rush in headfirst. For this reason, we should look for appropriate market analysis or guidance or, alternatively, seek advice from certified market strategists.
Having the right plan is invaluable, my portfolio is well-matched for every season of the market and recently hit 100% rise from early last year. I and my CFP are working on a 7 figure ballpark goal, tho this could take till Q3 2024.
One of my goals is to employ the service of one this year. I've seen some off Facebook but wasn't able to get a response. Could you recommend who it is you work with?
Marisa Michelle Litwinsky is Well vast and established in that field. You may look up the name and possibly shoot her a mail
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.
Stocks mentioned:
SMCI ANET EQIX APLD and of course TSLA
Which one was talked about most or as “number 1”?
and TSM
thanks
And Adobe
My hero😂
the yield on bonds have decreased especially on the long end (30 and 10 Y) indicating that the demand is still there even if the supply remains huge showing a preference for safety. I'm still at a crossroad regarding whether or not to liquidate my $138k
Find quality stocks that have long term potential, and ride with those stocks. I have found it takes someone who is very familiar with the market to make such good picks.
I agree with you. I started out with investing on my own, but I lost a lot of money. I was able to pull out about $200k after the 2020 crash. I invested the money using an analyst, and in seven months, I raked in almost $673,000
Please will you be kind enough to share the details of the man that helped you?
Actually its a Lady. Yes my go to person is a 'MARY KALIOPE BRAUN'. So easy and compassionate Lady. You should take a look at her work.
Thanks for sharing. I curiously searched for her full name and her website popped up after scrolling a bit. I looked through her credentials and did my due diligence before contacting her. Once again many thanks
NVDA is the next NVDA
Duh, but it’s up to $1k so it’s too late to get in if you want 10-100-fold growth
@@weaverdreams we'll see about that
My life changed too when I started doing this and putting money in stocks. The first few years it as really great, but this year I haven't felt like my portfolio is doing well. I have lost more than $40,000 from my portfolio the past four months, and it's now very worrisome.
The year has been really rough for everybody. But I've been able to cushion the effect though. Have you thought of using an investment advisor? They can make you good money especially during uncertain times like this.
Yes, I agree. I use a financial advisor too. Same person since 2020. I don't worry about whether the economy is going up or down or sideways. I always ride through.
Oh, really? I have never thought of that as an option. Can I ask who it is you've been working with? I bet I could use some help myself.
My CFA NICOLE ANASTASIA PLUMLEE a renowned figure in her line of work. I recommend researching her credentials further... She has many years of experience and is a valuable resource for anyone looking to navigate the financial market..
Thank you for the lead. I searched her up, and I have sent her an email. I hope she gets back to me soon.
You guys are so relatable…reminds me of old college days, sitting around table smoking weed and pontificating our futures. Keep it up!
SMCI, ANET, EQIX, and APLD are the stocks
Thank you!!
Good call on smci! Unbelievable
@@emperorhan3632 did you profit?
Been beating myself up a bit that I sold my 53 shares of NVDA at $374 each back in May 2023 and now it is at over $1,100. Now thinking of liquidating a few other investments to rebuy but afraid to do so. I also currently have 500k in savings making me next to nothing.
Everyone needs a Margin of Safety in their portfolios and just remember, It's time in the market versus timing the market.
Try slowly diversifying your investments over time tends to yield better returns than doing it in a single instance, buy and hold. buy 10% then when in profit add more, or just buy on a dip and hold. NVDA is not going down soon
I’m taking the hybrid approach, VOO, SCHD as my foundation, with growth like MA, UNH, And NVDA. just know that Certain Ai companies are rumored to be overvalued and might cause a market correction, i think it’s best if you try to seek out a portfolio manager
Market behavior can be complex and unpredictable. Mind if I ask you to recommend this particular coach to whom you have used their services?
The decision on when to pick an Adviser is a very personal one. I take guidance from Sharon Ann Meny to meet my growth goals and avoid mistakes, she's well-qualified and her page can be easily found on the net.
Charles, you are the only youtuber who never ask for “like, subscribe and comment”, but I end of doing all of them subconsciously. You are the man of this era and a true world leader who we all need for better world.
Awesome presentation! Really enjoyed the banter that made it more lively than a typical financial information offering. Keep up the great work, thanks!
SMCI was crazy dead on.
Yes, 7 times in a year
Facts!
what do you mean by that? :O
I just bought 1000 SMCI shares. LFG baby!🎉
Palantir will be the best stock for the next decade
It’s doing great now
Yup it does! Clear winner haha
In Peter Thiel we trust🎉
I agree
TSM has the new plant comming on line in AZ and they bought land to build an other fab. Ramping up!!
I am new to the stock/crypto market, Every stock that I bought so far, I was out of luck because I bought them when they were expensive. I feel I missed out on all the stock opportunities so far for the tech stocks.I believe having 175K yearly income would be a good investment so I want to plug all my savings into the stock market. I know this sounds a bit dull but I would like to know if I should learn investing or let somebody else (more capable like a FA) do it for me? Please share your thoughts. I am kind of tired of searching for a good stock to buy and losing all the good opportunities.
@jaypritchett3414 Hi , please who is the expert assisting you and how do I reach out to them?
@jaypritchett3414 Thanks for sharing, I just looked her up online and I would say she really does have an impressive background on investing
🚨🚨🚨 SCAM WARNING 🚨🚨🚨
Several TH-cam channels have been plagued with automated computer programs (Bots) pretending to be real people promoting different "advisors" and tricking people into contacting them.... This post appears to be one of those scam attempts.
Me as well I'm hooked
SMCI was a homerun. ANET and EQIX made modest gains. APLD already gained when this video was made and was mostly downhill from there then made a comeback last month. I wonder if it will go back up
The guy in the middle is Mr know it all... talks over everyone.
What is the best strategy to take advantage of the current market. I’m still deciding whether to diversify my $400k stocks portfolio? how do I redistribute stocks in my portfolio to hedge against crash?.
will advice you get yourself a financial advisor that can provide you with entry and exit points on the share/etf you focus on.
Exactly, a good number of people discredit the effectiveness of financial advisor, but over the past 6years, I’ve had a financial advisor consistently restructure and diversify my portfolio and I’ve made over $3 million in gains… might not be a lot but i'm financially secure and that's fine by me.
How can I participate in this? I sincerely aspire to establish a secure financial future and am eager to participate. Who is the driving force behind your success?.
NICOLE DESIREE SIMON is the licensed fiduciary I use. Just research the name. You’d find necessary details to work with a correspondence to set up an appointment.
Thanks for sharing, I just looked her up on the web and I would say she really has an impressive background in investing. I will write her an e-mail shortly.
I recently sold some of my long-term position and currently sitting on about 250k, do you think Nvidia is a good buy right now or I have I missed out on a crucial buy period, any good stock recommendation on great performing stocks will be appreciated...
Palantir, GameStop, ARM and Nvidia are all still good buys
Certain Ai companies are rumoured to be overvalued and might cause a market correction, i think it’s best you reach out to a proper fiduciary for guidance
Right, a lot of folks downplay the role of advisors until being burnt by their emotions, no offense. During the covid-outbreak, I needed a good boost to stay afloat, hence researched for advisors and thankfully came across one with grit. As of today, my portfolio has grown by 25% every quarter since Q3 2020.
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?
There are a handful of experts in the field. I've experimented with a few over the past years, but I've stuck with ‘’Melissa Elise Robinson” for about five years now, and her performance has been consistently impressive. She’s quite known in her field, look her up.
What's happening with the stock market price on ai
A lot of amazing Hardware advances driving A.I. and the only software company that has a Long history of Data Analytics and A.I. is Palantir, their customers really sing there praises.
💯 and the government contracts don’t hurt either.
wow, this aged well!! Minute 07:18 where you talk about SMCI!!!! You guys must be rolling in dough this week (more than you already are). I just found your channel and missed the move on Friday. I hoped to get continuation, but I've missed the rally.
The dude in the middle keeps calling Nvidia "Navidia" 😂
I have a hard time thinking that these guys are not already in SMCI, and are not scalping for a retracement on the FIB. Needs a 20%+ retracement.
Keep an eye out for ACLS and PLTR.
pltr
what you think about PATH?
Just found yall. Glad i did i like your guys approach👍
Share price at video recording 220.53, share price 2/17/24 803.32. You guys were right.
It was above 1000 actually last week before the big drop.
ETN can benefit from supplying the electrical component to data centers.
If you could see the parking lot of SMCI, you’ll see they jam pack all the time! Crazy! I live in San Jose Ca. Literally in Silicon Valley. I know this company is real deal company
Well Chris definitely add some more millions to his stack looking back on this video from the land of the future
There will be no other nvda unless they come up with a better technology. If the same technology, then certainly, nvda will crush all.
I’m gonna look up this new company Navidia tomorrow and get in on it.
😂😂 me too.
U miss the boat?
Hilarious 😅
EQIX is at 800 a share…who can afford to invest in it besides the option chain and if your doing that you have bigger balls than me. That’s out of range.
SOFI Technologies is also a huge beneficiary of AI. When the Steam Engine was invented, the booming gains were not in further investing in the steam-engines, rather it was also investing in the railroads and the technologies that allowed the economies to scale, building new cities, factories and commerce etc. Future of commerce will see currency becoming digitized and tokenized and we'll see a large distributed spread of ephemeral micro-services making frequent micro-payments to one-another 24x7x365 and accounting for all micro-opexes in real-time. Financial services will be high-throughput, on-demand, more secure, hyper-scalable, programmable with a high degree of autonomy-driven features customized for every modern organization or individual. This is what SoFi is building and it's worthy of taking note of.
Turns out the next NVDA…was NVDA
Is Akoustis Technologies (AKTS) the next Nvidia ?!
Lol oh I love these guys! First time to see them… “Reverse Kramer index” had me falling out of my chair! If they think Jim Kramer is the idiot I do, then I’m a new subscriber!
Good question, but the big question is what is the next TTCF...Asking for Jeremy Lefufu.
Or, as an alternative, he can propose another option for Navida's shares, which is the reason for too much cash flow, which erodes the value of savings as I decrease, and so my solution is to restrict the huge share, by drafting a policy. CX is estimated by the RPI, so any investment must grow at a rate equal to inflation.
Looking for the next NVDA is like looking for the next AAPL or GOOGL or KO or Nike . Better stick with a sure leader.
You should look at the role PLTR will play in AI. They gather the data!
Jordan’s gonna fwap Chris upside the head if he says “nuh-vidia” one more time.
Love y'all. But can we please have an intervention on how we all want to pronounce nVidia's name? 🤣🤣🤣
Ok, Dave just filled me in on my mispronunciation of Nvidia that you guys are calling out I’ll be practicing it correctly before our next show!
@@chriscamillo3284 Thank you, Chris!! Much love!
Great video, though much of this is on infrastructure which of course is crucial. The real big gains will be on small companies coming to market directly in the field of AI (including robotics, autonomous vehicles etc .). I think building data centres and fast chips is not niche enough ie lots of companies can offer something decent in this field. And like some others said in the comments the companies mentioned are too pricey currently.
😅 NJ CT
Okay so what do you think the next Nvidia is going to be
SMCI
Amazing episode guys! If you didn't cut each other's line of thought so much it could be even better!
True
What you guys think of ORCL, SMCI, AVGO ?
So very intelligent conversation and appreciate the dialogue and point of view. First the guy that mispronounced NVidia 20 times is annoying why is it so hard to pronounce it. Second I think some graphics would be really beneficial. All in all, great job guys.
How is it the next nvda if it’s priced like nvda already?
TSM is expanding in the US big-time, Taiwan will not matter- you didn’t even mention that
It never and I mean never works out. I've seen many companies touted as the next Microsoft, amazon or google. They never come even close.
whats all input on NGRBF?
They say It should be an AI food manufacturing of some sort.
SMCI is now trading for 886.40 This guy in the white is dead on at the time of this video it was at 200.00 plus😲😲 . I just got back into training I need to learn more I'm going to be following this group of guys. looks like I missed another big one.
Palantir is going to be next compitator to nvda..
Not any time soon NVDA is still huge and the leader. Palantir is small and highly over valued. Very risky bet. It’s like looking for the next AAPL
How? Based on what?
Palantir does just under 3 billion per year. Nvidia does over 100 billion per year. Palantir has a long way to go but I love the stock.
Well the Tesla part about AI aged extremely well! 👍👌💯👌👍
The problem is that ADBE just came out with those AI tools and earnings are about what happened in the 1st quarter where ADBE got their but kicked by MidJourney, DaVinci Resolve, Canva, Sketch, Wondershare, DALL-E, Stable Diffusion and everyone else.
Would you consider MicroStrategy a potential data center integrating the Bitcoin blockchain into their future plans? Thx
You saw the performance of super SMI? I won't never jumpt on stocks on their highs again..
Thank you so much guys! Lots of valuable info! ❤
When you pronounce it “navidia” you convince you do not know it at all.
What happened to spirit airlines😂😅
$APLD very bad idea guys. Please look into the filings one more time.
*what the hell is 'Naaaaaaaahvidia'?!* (white shirt guy keeps saying that that).
Smci has a p/e of about 20 but Nvidia has a p/e of 200 how does that make sense?
That's for the TTM, it will be double that now the share price has shot up
They have contracts twsc AMD,asml and intel plus are
Can you explain that part about 4 or 5 stocks accounting for most of the market gains on an index or something? Which stocks?
Sorry new here, just found this channel, great talks. Who are these dudes? What expertise backgrounds? Keen to know more.
very interesting.. nvda kind of high... waiting to buy. Why not AMD?
Love your channel! Wished you had videos weekly, would watch all of them!
I kind of prefer it this way...they only make videos when they are excited about something. If you do it weekly you have this schedule where you often have nothing to talk about.
Now SMCI 250% up in last 6 months,you are wrong😅
I think the companies that will take the lion share of this market will be those using software on the AI hardware. Sure Hardware will make take off but the real money will be in the software not hardware.
VIQ solutions , not in the same ballpark as these but a good future stock.
Guys Keep a close eye on ARM Holdings IPO this year 🙌✅😎👍
End of last May 2023. I picked EXTR, LMB and MOD. LMB peaked 100%\\EXTR peaked 47%\\ MOD over 500% - before rolling over. I just got into , AZEK, PPC, TRIP For this year. Also got GCT at $22.x now over $40+. Rock on. Stops in. Go. Stops in place // market rolled over do to Iran attacking Israel.
Great point on all the talent out there in the world now that it is able to be channeled into a new venue and not so exclusive I think we’re going to see much better quality across-the-board in creativity and the human condition. Hollywood has held an exclusive block for a century to keep their little enclave empowered to produce our previous paradigm. Now that the world is becoming inner connected & AI will help balance it out. It is going to be very exciting. Maybe they can redo the last season of Game of Thrones and actually make it more cohesive to the previous plot line & build out properly.
What’s your view on Intel?
Everytime that guy says “right” you have to take a drink.
Having invested in the market for 50 years (and retired at 40) I've seen this "next big thing" happen before only to suck in young investors looking for fast gains. If you are astute enoughto pick SINGLE companies that will be the leader five to ten years from today, you need to be working on Wal Street in a hedge fund. After the white shirts get their bonuses, inflation eats your gains, and you pay your taxes, youll be left with crumbs. Good luck finding the next Amazon or Tesla.
How is your Lucid stock doing
Nobody is right 100% off the time. It's about averages. Your portfolio as a whole
Nobody is 100% correct all the time. It's your portfolio as a whole.
@@darrenporter1850 Hi Darren, of course no one is correct all the time but lots could see that was not going to be a good out come. Go look at that video again.
You guys just listed a bunch of companies that build out data centers. None of these produce anything are doing research like Nvidia.
I'm coming lats to the show .. looking at these great stocks seems .. I've missed the boat hiuuge price movement on All of these !!! Sure there's more meat on the bone but may wait for some selling b4 moving in !!
This is my first time listening. These guys have brains.👍🏻
These sticks are wY to high for you to 10x means they would have to go to 3000 grand a share some of them. Why wouldn’t you just invest in btc or crypto that can 10x in months disent make sense unless you make your crypto money and then put it in these stocks. You can not be a retail investor and get rich in these stocks. What are the best Ai penny sticks?
Next year 3d printing a big thing?
Pltr, good luck with your other ai plays
I agree
Someone who can tell me which one stock is the next nvidia?
Broadcom best AI stock right now. Low valuation and pays a dividend and major tailwinds with a great CEO to boot
Yes, they are a great stock if you like a company which has already been charged with illegally monopolizing markets for semiconductor components. More importantly, BRCM continues to be under investigation by the FTC for their anticompetitive behavior. I don't think "great" is the best descriptor for Hock. I believe "utterly ruthless" is a much better description.
@@chriswhyte6367 that’s a compliment for Hock and am glad I’m invested there.
Please cover NNDM stock. They have an insane balance sheet and just reported their first positive earnings, are now doing a share buy back and insiders just loaded up!
If we are being honest with ourselves, taxes may be a major pain, just like they are for the wealthy. Taxes on income, goods and services, real estate, etc. It's wonderful to pay taxes, but we may also establish our own tax havens. Since stock market appreciation is not taxed, I personally invest most of my money there. When I sell, though, I discover ways to make the profit tax-deductible.
An obvious way to Invest for a recession is to buy shares in businesses that are likely to experience steady demand even in a downturn. Typically, those are consumer staples, utilities, and healthcare companies, but off course such decisions cannot be made by an average Joe, a financial advisr is important in making this decisions
The mrkt has been a turmoil since covid, the brief relief rallied for only a year and now the devastating effects of pumping trillions into the economy is here and will be for a while.
@@MimaLopez-jt4vqSuch considerations can certainly have a role when I think about whether I ought to buy into a share/Stock. But I never purchase purely on that basis, i always have to seek the advice of my financial planner who has helped me gain $985k in a well-diversified portfolio that has experienced exponential growth
OMG, i've been saying this for years now guys. You are looking at the wrong thing. It's quantum computing. That is the upgrade for the data centers. It will up the computing power of all this software by tens and soon hundreds of thousands of percents. Now you know. One will power the other. I think if Tesla ever develops it's own quantum technology, it will dwarf all the other tech stocks in market cap.
💯
Any interesting companies...QuantumScape? Tx
Tesla would never make one as far as the eye can see. That would be a Chinese company or the one who’s done it.. google
@@patrick8128 IONQ is the leader. CEO is the old management from Amazon cloud, and has just incorporated it into Amazon, optimizing their cloud service by 65,000%. Look it up
@@patrick8128 The TAM (total addressable market) for this service is like 100 billion. Could be even bigger
How is nividas chips going to hold up against others like lays or herrs
So I should buy Nivea?
People are really underestimating AMD. MI300 AMD MI350 will give NVIDIA Hopper a run for its money, and the production costs are extremely less expensive. AMD chiplets packaging tech doesn't get enough credit...
Its doubled in value in a year. Surely people have missed the boat to get in now?
@andrewwian4921 I'm holding these AMD stocks for my grandkids, so I think time is on my side. Adding as it dips..
Thank you, guys, for giving us more companies to invest in 😊
Think about a company that makes custom AI/ML ASICs, low-latency switching silicon, DSPs/TIAs/LDs for optical & coherent modules, ethernet PHYs (including DSPs for AEC) and embedded ethernet switches for the DC infrastructure (servers and fabric switches) that are all deployed or will be deployed at the 4 largest hyperscalers. It's MRVL.
Even when Nvidia sells their GPUs into a hyperscaler, the interconnect (Infiniband or ethernet) is typically done using a MRVL optical DSP/TIA/LD.
Even when someone like AWS builds their own switches/servers/sNICs, at least one MRVL component resides inside.
Bottom line, MRVL components are in every single hyperscaler DC.
Thanks for sharing your excellent insight
Agreed 100%
Great vid. Thanks!! Arista (ANET) i guess has the most potential to drive 10X🚀
Have they even picked a winner of late? $INMD was a stinker,, and now $SMCI after this massive ramp??? roflmao
NVDA was a big winner
Eli Lilly was a very good call
Crox was a big winner, and TAP has been working
I bought Inmode a couple years back. Doubled my money in it. They make womens cosmetics surgery tools/ items. Then there profits earnings were going on super run. But now mostly everyone that wanted that got it. Not Chipotle where they can add a store forever and grow long term - many years.
NVDA rules since i invested 400k in 2021. Per share will double in less than 6 months. Just invested another 200k its almost a guarantee that you will gain profit.
What’s the stock? Didn’t see a chart on the video?
Love it you guys are on your game😊
useful info, but the run up has run ahead of most of us. i'm watching and waiting for Q3/Q4 period to see the lofty share prices settle down. As NVDA runs it's cyclical so the others will drop more. watch this space!
Still waiting for the settle!