Technology Stocks Crash. Cheap Enough to Buy?
ฝัง
- เผยแพร่เมื่อ 18 เม.ย. 2024
- AI-related tech stocks dropped significantly yesterday. Is this the end of the AI-driven bull market or is this a healthy retracement that investors should take advantage of?
Are technology stocks cheap enough or is there more potential downside? Find out in this video
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Stock Investing & Trading insights by Adam Khoo will show you profitable trading and investment opportunities in today's stock markets.
These are essential strategies for stock traders and investors who want to improve their investment and trading performance.
Adam Khoo is a professional stock investor and options trader and the best-selling author of 16 books including 'Winning the Game of Stocks" and "Profit from the Panic". Thousands of students have profited from his sharp investment insights into the world of stock market investing and trading.
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10:58: "Confucius says : "Man who tries to pick bottom gets smelly fingers"..🤣
All activities stop when Adam video drops!
Sure
Exactly the topic I wanted to listen to. What a timely detailed video. Also I bought united health last week on a dip and now sitting with 12%gains. Thanks 😊
For those asking about SMCI, intrinsic value for this company is 1k in Adam’s past video. So it is under value at this price. Consider DCA
Semi's getting smashed. I think it's a one to two month rotation. They gonna rip in May I think.
Most useful comment here by far. Well done you! 👏🏼👏🏼
Thanks for the video. I also noticed that my dividend stocks went up today, despite all my big semiconductor and tech stocks taking a big hit. I'm an American but I lived in Singapore for 5 years in my primary school years. What a fantastic place, Singapore; la! I also started a very small position in United Health based on analyst near consensus buy rating and your previous video calculating intrinsic value, and looking at its price chart history. I bought in at $459 per share. I should have bought more but hindsight is 20-20.
My admiration for Master Khoo has once again reach another ATH.
Didn't know Confucius talk about picking bottom 🤣
Buy index ETF at discount rate, hold long term, sleep well.
Wonderful update, thankyou. Discount rates seem a little low, based on current market risk premia....
Hi Adam. Thank you for the update. I was indeed thinking about you, and I knew that you would update us regarding this significant volatility. Thank you and have a good weekend!
As usual, quite informative, thanks for the valuable advice
Great video! May I ask what you use for your discount rate? Seems too low if that is WACC
Thank you Adam for your continual guidance. 🙏
Adam this is the millionth time of me asking you what you think about PLTR here? Are you adding more. They have one of the best balance sheets, amazing management, significant economic moat and the use cases are getting better and better. Please please make a video on it.
Thank you so much Adam! I watch your every video👍 Could you please share your opinion about current AMD and PLTR price?
Very informative, thanks for the valuable advice.
Thank you! Very close to 1 million!
Master Adam, What about SMCI?
Thank you for the video!
Can you please share the intrinsic value calculator?
SMCI announces earnings on the 30th. Part of the huge drop in stock price Friday was due to the company deciding not to preview earnings last week. At least that’s what I’ve read. And that may have affected NVDA’s price drop in part as well. 🙏 SMCI’s earnings meet their expected ones from last quarter or the stock may really dump more.
Great video - practical and actionable intel. Funny analogies with relationships 😂
Great video. I guess it's time to buy META now that it went to that 400$ mark.
Someone once said , Hope is not a strategy. Thanks Adam
Brilliant, Adam. May I know the website/source you use to get the numbers for your intrinsic value analysis?
Thanks Adam
Can you please share calculator for intrinsic value?
What's the intrinsic value for AMD?
Thanks Adam, great Video, best regards and wishes from Germany
Yep regarding TSLA recently Elon said that he's not comfortable in developing non-EV AI tech inside TSLA, cos he doesn't have full control of the company. He may develop new tech IPOing different companies, so I would be very careful regarding TSLA's growth narrative when it's going to rely solely on EV market.
Going to add on TSM because it's the only foundry company which produces AI chips. Adding on ASML due to its EUV machine only can produce high tech AI chips. Adding on MSFT because it's a software company which has no inventory or oversupply issue if in future there is an oversupply of AI chips. Adding on visa, because it is a no brain buy as their EPS increases consistently every year. Adding on google, because their industry is almost 0 competition with 90% above market share, EPS increases consistently every year.
👍
Hi Adam. Seems online intrinsic value calculations are much lower at around 560 base case. Is this accurate? As you seem to have much higher.
Thanks Adam! What about Super Micro Computer? Quite a drop it had!
How do I get that valuation spreadsheet?
Yes adam i saw the rotation!!
I agree that at these prices you're still buying "hope" on Tesla and that it's not a buy from a value investing perspective.. But the company has so much disruptive potential that I've been really tempted to open a speculative position (about 1%). But Adams VMI course is how I learned investing and I haven't been able to get myself to buy something above the price of the dcf calculation... But I really don't know if a dcf is the proper way of valuing a stock like Tesla..
You need to understand that there are couple way to ESTIMATE to value stocks and Dcf is 1 of them. So, dcf is proper just like couple others. But here is the KEY, they are just a math formula and the DATA, INPUT you plug into that formula is important. Meaning how Relative accurate is your input, the Growth element? Keep this in mind: Garbage in, Garbage out. your output, value could be way too high or too low. Goodluck
Thank you Adam!
as always Adam..Awesome.
Based on my intrinsic value calculator Adam is undervalued and at support level ❤
Perfect analysis on stocks
How about SMCI?
Ty for the information
What is intrinsic value smci?
Thanks Adam for sharing
Thanks Adam
I bought at the bottom when it crashed!!! Yay!!!
Hopium not a strategy, always right Adam!
Adam, what do you think about Zoetis ZTS?
Hi Adam, is Arista Networks part of your portfolio? This counter has trending nicely for last few years.
Is SMCI a good company to invest now after it dropped?
Great insights!
SoFi has made money in the last quarter and their full year guidance is net positive income. And also their CEO and CFO have been buying their own company's stock like crazy.
can someone share adam's intrinsic value calculator please?
Crazy how you didn’t talk about GOOGLE. I would rather but them compared to Apple and Amazon.
Investing in the stock market has HISTORICALLY provided higher returns than other forms of investment. According to Morningstar, the average annual return for the S&P 500 index, which measures the performance of 500 large-cap stocks, was approximately 10% in the last decade
How about PLTR? Is it a buy now or sell?
Hi Adam, how to sign up for your telegram chat?
When you ask a financial guy what is a company “it is a money making machine, it is as simple as that”
Will AAPL goes up… based in Economic Moat. Is it still good?
Adam would love to know you're thoughts on the company $HOOD
Hi Adam, as per your true value finder lesson, the discounted free cash flow will only be used when the operating cash flow is larger than 1.5x net income, but based on the value shown in yahoo finance, the operating cash flow is not larger than 1.5x net income, please advise. Besides, based on value shown in yahoo finance, the total debt (quarter) shall be 108,040 millions instead of 97,086 millions shown in this video, please advise. Furthermore, in the lesson, you highlight that the discount rate will be updated date to date to who purchase the course, but there is no way for me to get the relevant info, please advise.
What is intrinsic value of CRWD?
Fair Value Is 300usd
360
It’s worth around $230, it only turned profitable recently. Too early to tell if it will continue to be profitable.
Is ADBE very undervalued now?
Thank you for sharing this video, but isn't NVDA's Total Debt $11,056 million TTM? If that's the case, the IV of NVDA is $701.65??🤔
Hi Adam i do enjoy you vedio thank you for sharing you though. Question would you buy PYPL at this $62 price?? Thank you
Nah man! Don’t think PYPL is a high quality business
Adam: I have been listening to your explanations for some time. How do we know the market is reacting to the geopolitics in the Middle East?
it dosent matter what the market is reacting to all that matters is that you buy a dollar paying 80 cents or less
What happens if IBKR goes bust.
😂😂I like your analogy husband and wife 😊
please analyse CSIQ, PB = 0.36, cash per share 29.36, share price 14.41
Solar industry suffering from interest rates hike. Same thing happened to ENPH. Stock them up. They are cheap and great potential. Not an investment advice!
PARTY ON🎉🎉🎉🎉🎉
Pro Tip: Disable Discord notifications while you're recording. That way I don't constantly check my Discord while you keep getting messages.
I love your sense of humour 😂😂😂
Just one doubt about your approach, which I think is highly interesting. You are assuming that each stock eventually falls below its intrinsic value. Can it not stay above for a long time, like Nvidia lately? Then according to your approach, though you buy the best stocks, you only will buy the weakest of the best. The same holds for quantity. While the weakest of the best may hit all 4 buy levels, the strongest may only hit one and you end up having a lot of them.
Intrinsic value of a stock changes over time as the company reports higher and higher earnings. That means there will always be opportunities in the stock market. You just have to be patient and keep looking
Yap have been adding healthcare and defensive for quite a while. Now is finally time
Hey, have you guys seen the market lately? My stock portfolio has taken quite a hit, My tech stocks have been plummeting. And also my energy sector investments have also been suffering. I have lost almost $50K in my portfolio.
how to become part of ultimate investor playbook community ?
Hi Adam, how about Alphabet?
Dear Adam, please guide me which website shows the Intrinsic Value / Fair value for a USA stock symbol? I was a Piranha Profits student.
You need to use the intrinsic value calculator from the value momentum investing course to do your own calculations
Alternately, subscribe to UIP (insight.piranhaprofits.com) when you get access to all my valuations, buy points and live notifications
@@AdamKhooThank you. I will check as per your reply
Isn’t these recent price movements from AI companies anyhow related to the bitcoin halving that’s going on..
you know the blockchain industry has a very close relationship with AI and the Tech industry in general.
Good point.. the market has been crazy lately, a few surprises here and there.. with all the global happenings taking place I think it’s safe to say that a severe global recession is looming.
I heard that UNH paid 22 million to hackers, then I thought ahh! that is only 0.022 billion and bought the stock. 😆
Anh happy happy delate birthday to you 🎉
W adam
I saw that you halved your nike positions.. why?
Swapping half to other better undervalued stock
Adam , smci? i was interested to hear from u about!😢
Just play short term...dont hope too much..play it trade it everyday is good
Sorry, Sofi last QR profitable already.
Seems Guru focus is NOT free to use, (maybe Adam is using a paid version) what other free platform are you guys using ?
I need that calculator lol
it was gap fills...there will be a bounce and then go down more
Agree
Man, I thought Adam was going to show AMD intrinsic value 😢
Adam 2024
OMG i bought Nvidia at $851. What ahould I do? I also bought SMCI, AMD and Adobe before the prices dropped. Now holding all of them in deep red.
Do nothing. These r great companies so just hold.
DCA when it has 1 more leg down. Never let all in in anything, always have cash for something like this happens. Buying good companies, invest long term, take some profit along, buy back when they drop, always have cash in hand will never cause you panic.
Not an investment advice.
Hold and be patient. Stocks do not go up in a strictly linear fashion. Good stocks go up over time and you give them time when you don't panic sell.
Can anyone tell me What I have to do to get Adam's buy alert?
The same question!
Join the UIP subscription 😊
Thank you!
Transocean is a cyclical stock. Buy low sell high.
Interrsted in eli lilly
Just give all wives equal attention lol (buy the S&P500 ETF)
I dont think apple worth 165, probably 130 or less, because the revenue is declining
for the algo
Did confucius said dunt pick bottom else u got smelly fingers 😅
I want to buy companies with no hope!....
LOLOLOL
Fuck no, not yet, nvda gotta bounce 600 before putting anything into it lmao
Did Confucius literally said that
Yes in 300 BC they had stocks