Thanks for the excellent video, Nick. An exceptional level-headed analysis. Lots of retail investors are freaking out instead of embracing the discomfort today. I appreciate your approach to investing. Kudos!!
@ There will always be plenty to worry about. There’s no upside to pessimism and doom and gloom. There is upside to remaining optimistic. I’m no Polly Anna, and hedged for the worse, but one must have some resolve in this market, or this game isn’t for them. Thanks for keeping it 💯
@@brianh9014 There was a good decade or more where hardly any company split their stock. These past 5 yrs, there has been a return to stock splits, so my guess is yes at some point they will.
1) I agree that long term, Jevons paradox will apply, but there could be some bumps in the road. 2) Believe it or not, I'm actually going to wait for the channel to say something about tariffs, rather than jumping in. 3) I'm sure the 73 instances of XAI421K are all from real humans with a deep understanding of what it's about, and there's no risk I'll be attacked by a bot-swarm. 4) I mis-typed "jumpin gin", which sounds like a good brand name and an east-Asian dictator.
If their spending is currently out of control, wouldn’t that imply that they can greatly enhance free cash flows by simply pulling way back on that spending? That’s upside. I don’t have a position in the company, just saying
Isn’t it funny that almost everyone was burying Meta in 2022? Even calling for Zuck to be fired. Now it’s everyone’s favourite Mag7 stock. People’s sentiment is seasonal…
A bubble has more to do with valuations. So not sure what your argument is. If you don't think this is a bubble, you are basically saying the fundamentals will match the valuations without valuations continuing to inflate each time a good earnings quarter occurs. How much do you keep increasing valuation ahead of fundamentals? META is not particularly overvalued. I really hate that company and Zuckerberg is a snakey guy. I miss the money, but I hate that company and product. I stay away from them.
Finally someone talking some sense into the CapEx spend. This isn’t all being sunk into the metaverse. It is productive spend that we are observing.
Thanks for the update, great insight.
Great video an education for those of us not up to speed on all things AI. Thank you, and appreciate the timely video!
Loved the outro song 👌🏽
Thanks for the excellent video, Nick. An exceptional level-headed analysis. Lots of retail investors are freaking out instead of embracing the discomfort today. I appreciate your approach to investing. Kudos!!
A lot to be worried about for sure, but just as many reasons to be patiently and cautiously optimistic too!
@ There will always be plenty to worry about. There’s no upside to pessimism and doom and gloom. There is upside to remaining optimistic. I’m no Polly Anna, and hedged for the worse, but one must have some resolve in this market, or this game isn’t for them. Thanks for keeping it 💯
Always love your videos!
I've been holding META shares for over 10 yrs. I think I will hold them for another 10 yrs, at least.
Meta's a beast! Has near 7x in 5 yrs. Wonder if will ever split?
@@brianh9014 There was a good decade or more where hardly any company split their stock. These past 5 yrs, there has been a return to stock splits, so my guess is yes at some point they will.
Great analysis! I’ve learned so much ! Thank you for sharing!
You guys are awesome ...
Great analysis. Great video. I’m curious though what Microsoft means by AI revenue?
Meta risk? 😮 the stock's a beast!
1) I agree that long term, Jevons paradox will apply, but there could be some bumps in the road.
2) Believe it or not, I'm actually going to wait for the channel to say something about tariffs, rather than jumping in.
3) I'm sure the 73 instances of XAI421K are all from real humans with a deep understanding of what it's about, and there's no risk I'll be attacked by a bot-swarm.
4) I mis-typed "jumpin gin", which sounds like a good brand name and an east-Asian dictator.
😂
Did you see the tariff video from November? No change in our opinion since then. XAI spam bots removed!
First, for the crash
Meta is raising the bar and if they keep the spend going are going to bury the competition especially with their user base
Good thing for them monopolies will be protected under trump
If their spending is currently out of control, wouldn’t that imply that they can greatly enhance free cash flows by simply pulling way back on that spending? That’s upside.
I don’t have a position in the company, just saying
Yes that is correct, that was the point when we've been calling it an "Nvidia hedge"
Best not to say anything before watching the video.
Your comment makes no sense.
considering Meta's already spending a lot on capex it would seem like it's less risky as an investment than Nvidia.
I hold meta and Tesla and I got 4x after 2 years.
Isn’t it funny that almost everyone was burying Meta in 2022? Even calling for Zuck to be fired. Now it’s everyone’s favourite Mag7 stock. People’s sentiment is seasonal…
It really is, investor sentiment is more radical than the changing of the seasons!
That worries me as a NVDA/META holder now. Things are too good. It can only get worse haha
A bubble has more to do with valuations. So not sure what your argument is. If you don't think this is a bubble, you are basically saying the fundamentals will match the valuations without valuations continuing to inflate each time a good earnings quarter occurs. How much do you keep increasing valuation ahead of fundamentals? META is not particularly overvalued. I really hate that company and Zuckerberg is a snakey guy. I miss the money, but I hate that company and product. I stay away from them.