15 Semiconductor Stocks Plunge Should You Buy, Sell or Hold? | FAST Graphs

แชร์
ฝัง
  • เผยแพร่เมื่อ 4 ก.ย. 2024

ความคิดเห็น • 71

  • @michaelbarger800
    @michaelbarger800 หลายเดือนก่อน +11

    Wow! I was surprised to hear my name mentioned directly Chuck. Thank you for the video, insight and lesson. Glad to hear my suspicions were accurate. Fastgraphs helps to recognize stock overvaluation with simple illustration for non-pundits like myself. Glad to be a subscriber!

  • @timlangford8678
    @timlangford8678 หลายเดือนก่อน +17

    You really are Mr. Valuation. Nobody does better videos on how to value a stock (that I’ve seen).

    • @FASTgraphs
      @FASTgraphs  หลายเดือนก่อน +2

      Thank you I am humbled

  • @gurusukh
    @gurusukh หลายเดือนก่อน +9

    Wow, most semi stocks that're covered here indeed seemed priced for perfection mainly due to AI hype. Thanks Chuck for being the voice of reason, as always!

  • @shishkilover
    @shishkilover หลายเดือนก่อน +7

    I have 25% in cash and I am happy seeing the market trade down, but I also realize that it could turn around fast and keep going up but I can’t help but get a little bit excited after seeing them drop like this

  • @dbanka471
    @dbanka471 หลายเดือนก่อน +9

    Chuck, lots of lessons to be learned….excellent presentation

  • @user-yw5ml5cs4z
    @user-yw5ml5cs4z หลายเดือนก่อน +4

    Excellent video as always sir. You've helped my portfolio massively. Thank you

  • @Ag-pn4np
    @Ag-pn4np หลายเดือนก่อน +1

    Dear Chuck, it would be nice to have a follow up video and tell us in which companies you have reinvested the profit from Broadcom or atleast considering investing. Thank you, Mr. Valuation, for the most comprehensive valuation videos on youtube! ❤

    • @FASTgraphs
      @FASTgraphs  หลายเดือนก่อน

      It would really depend on the investment objectives, risk tolerances, and needs of the individual. In other words, different strokes for different folks.

    • @Ag-pn4np
      @Ag-pn4np หลายเดือนก่อน

      I suggest the following strategy to do a video about: dividend growth investing from a perspective of a young man 30 years old who does not need the dividend income for atleast 20 years from now and strives to build an income of aproximately 2000 dollars per month in 20 years or more. Ps. I also have Broadcom with 200%+ profit but as Peter Linch said it is better not to cut the flowers and water the weeds. Fastgraphs is truly awesome and it does my job much easier.

    • @Cap_management
      @Cap_management หลายเดือนก่อน

      Peter Lynch also said that companies above earnings lines tend to be poor performers and crash or go sideways until EPS grows into share price.
      I doubt he mean flowers companies which delivered most returns by PE expansion while their EPS is collapsing like Texas Instruments.

  • @larryhall83
    @larryhall83 หลายเดือนก่อน +3

    Thanks, Chuck. Very helpful..Larry

  • @erdrick22
    @erdrick22 หลายเดือนก่อน +2

    Thank you for the two EDMP definitions that was great.

  • @gelf7495
    @gelf7495 หลายเดือนก่อน +3

    Excellent video Chuck like always, thank you.

  • @pmcllc1
    @pmcllc1 หลายเดือนก่อน +3

    very good presentation most of the tech stocks are overvalued at this point maybe a bit cheaper might make sense

  • @gistechrep3816
    @gistechrep3816 หลายเดือนก่อน +2

    Those calling the trading pattern a bloodbath aren't considering the long run. The companies themselves have not changed, it's the Market that changed. Steady as she goes, and we'll regroup in about 10 years!

    • @zamonischeswunderrind1353
      @zamonischeswunderrind1353 หลายเดือนก่อน +1

      taking profits with such an overvalued market is the thing to do

  • @fathead997
    @fathead997 หลายเดือนก่อน +1

    Tsmc market cap 26.33T?

  • @chuckdiezel7652
    @chuckdiezel7652 หลายเดือนก่อน +1

    The good news is the liquidity, the bad news is they’re liquid 😂 thanks for the video, Iong SWKS

  • @brianrichey4267
    @brianrichey4267 หลายเดือนก่อน +2

    Outstanding video thanks Chuck !

  • @lancesandberg3921
    @lancesandberg3921 หลายเดือนก่อน +1

    Thank you. This really helped me. I wasn't really knowing how to handle this drop.
    You would wait until most things drop more ( unless they go up)?

    • @FASTgraphs
      @FASTgraphs  หลายเดือนก่อน

      YES I think they are still overvalued

  • @PeteBuchwald
    @PeteBuchwald หลายเดือนก่อน

    I have considered trimming my semiconductor ETF positions, but with earnings for these companies coming up in a month and a half or so I think it might gain some upward momentum into earnings. I'm HODL-ing for now, and will buy more if there's more decreases in the future weeks.

  • @timwhite2602
    @timwhite2602 หลายเดือนก่อน +2

    Great video Chuck I would have liked to hear your comments on tsm. It appears close to fair value.

    • @FASTgraphs
      @FASTgraphs  หลายเดือนก่อน

      I agree it is close

    • @mrb3204
      @mrb3204 หลายเดือนก่อน

      @@FASTgraphs That must be a typo. FV if I look on FG is around 129 USD. And then there is also the chinese war risk in the room. Especially when Trum gets president. What I´m missing here? Thanks a lot for the always highly appreciated great videoS!

    • @Cap_management
      @Cap_management หลายเดือนก่อน

      It is close but to 2025 estimated EPS, so zero upside from 2025 EPS growth left. Its fully priced in.

  • @itayyahel
    @itayyahel หลายเดือนก่อน

    Generally every sell of is a great buy. Good luck ❤❤

  • @Capt.sierra
    @Capt.sierra หลายเดือนก่อน +2

    Great report 👍🏼

  • @fsabbagh
    @fsabbagh หลายเดือนก่อน +1

    Can you do a video on PM and Altria?

  • @Marina-go
    @Marina-go หลายเดือนก่อน +4

    So should I bye Invidia now ?
    I am new in investing now , 21 years old

    • @FASTgraphs
      @FASTgraphs  หลายเดือนก่อน

      Only if you're willing to hold it for a long time and willing to add money if the price drops dramatically from here.

  • @KiloFlowkey
    @KiloFlowkey หลายเดือนก่อน +1

    Great video, what about Micron ? It also dropped about 15%

    • @FASTgraphs
      @FASTgraphs  หลายเดือนก่อน

      It wasn't on the Yahoo list of losers for the day, therefore it was not covered. Regards, Chuck

  • @DavidJames-yu3vt
    @DavidJames-yu3vt หลายเดือนก่อน +1

    CRWD has declined ~30% in past few days due to global IT shortage affecting windows systems... a buy or sell?

    • @FASTgraphs
      @FASTgraphs  หลายเดือนก่อน +1

      I would still consider it significantly overvalued and an earnings yield of only 1.33%. I would be interested in the mid-80s but not before. It is going in the right direction but has a long ways to go in my humble opinion.

  • @TomTom-he2ii
    @TomTom-he2ii หลายเดือนก่อน

    So, what is the best semi stock to buy on Monday?)

  • @TomTom-he2ii
    @TomTom-he2ii หลายเดือนก่อน

    So
    , what stock to buy now?

  • @KarlyNoorda
    @KarlyNoorda หลายเดือนก่อน +2

    AI stocks will dominate 2024. 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 any other recommendations you make.

    • @guyredares
      @guyredares หลายเดือนก่อน

      genius

    • @TheRustyLM
      @TheRustyLM หลายเดือนก่อน

      No way! Not at price to sale > 30 🥸

  • @bryaneash6741
    @bryaneash6741 หลายเดือนก่อน +1

    What happened to TSMC?

  • @anahitaaalami9064
    @anahitaaalami9064 หลายเดือนก่อน +1

    Intc?

  • @steveg6978
    @steveg6978 หลายเดือนก่อน

    The stable genius trade

  • @uropy
    @uropy หลายเดือนก่อน +3

    Somehow semiconductor firms are priced as they are high tech. Semiconductor is not high tech. Huge correction is coming

    • @Cap_management
      @Cap_management หลายเดือนก่อน

      ASML is the highest tech which exists. Their machines are incredibly complex and nobody else can manufacture them so far.

  • @oldwritingpen8401
    @oldwritingpen8401 หลายเดือนก่อน

    Mr. Carnevale would you consider a video on these Cdn stocks: CLS-TCelestica Inc Sv
    CSU-T Constellation Software Inc
    DSG-T Descartes Sys
    SHOP-T Shopify Inc
    Thank you

    • @FASTgraphs
      @FASTgraphs  หลายเดือนก่อน

      Thanks for the suggestion I will take a look

  • @hklilly4854
    @hklilly4854 หลายเดือนก่อน

    TSM? I missed it.

  • @amptyrone9728
    @amptyrone9728 16 วันที่ผ่านมา

    😊Lq😊 9:58

  • @s.w.6877
    @s.w.6877 หลายเดือนก่อน +3

    Why didn’t you cover Micron?

    • @FASTgraphs
      @FASTgraphs  หลายเดือนก่อน +1

      I covered the biggest losers for the day from Yahoo TSM wasn't on that list

  • @rocketman99
    @rocketman99 หลายเดือนก่อน

    A hole in this thinking / investment way is that it discards the pe expension due to geniune nature of the bussines development. Semiconductors are now and will be in future more crucial to humanity hence the historical pe ratios wont matter

    • @Cap_management
      @Cap_management หลายเดือนก่อน

      Cars are more crucial than ever to humanity and yet it does not mean than PE ratios should be affected by it.
      Stock market is only about one thing and that is profits and growth of these profits not about how crucial something is.

    • @rocketman99
      @rocketman99 หลายเดือนก่อน

      @@Cap_management cars are not getting any better. Cars dont produce returns for the people buying them

    • @Cap_management
      @Cap_management หลายเดือนก่อน

      @@rocketman99 Cars are getting better all the time. From safety to advanced technology in them. Than EVs are so much better than ICE cars.
      Cars produce returns to people. Ask people who use cars for their work. Semicondocturos will be more crucial so there will be a lot of supply and than pressure margins. Look how internet was crucial in past few decades and yet PE ratios stayed the same. SPY average PE is the same last 40 years.

  • @DavidSanders-mj5rr
    @DavidSanders-mj5rr หลายเดือนก่อน

    A year ago you were saying all these stocks were too high . . . . Taking your advice you would have missed out on tremendous % increases.

    • @FASTgraphs
      @FASTgraphs  หลายเดือนก่อน

      For starters, one year is not the long run. Taking my advice you would've messed taking on an enormous amount of risk. Be careful of being a genius in a bull market. Regards, Chuck

    • @Cap_management
      @Cap_management หลายเดือนก่อน

      A year ago AMAT was below orange line so not too high. I smell made up story.

    • @FASTgraphs
      @FASTgraphs  หลายเดือนก่อน

      @@Cap_management Made up by who?

  • @sa6ab
    @sa6ab หลายเดือนก่อน

    What do you mean you can't overpay for growth stocks? 😮🧐

    • @FASTgraphs
      @FASTgraphs  หลายเดือนก่อน

      Due to the power of compounding a really fast-growing company will make you money if you hold it long enough. I have used Starbucks as an example. If you purchased it in April or May 2006 and held it until today you would average approximately 9% year annualized rate of return. However, from May 2006 until April 2009 you would be down over 65% with an annualized loss of over 30%.

    • @Cap_management
      @Cap_management หลายเดือนก่อน

      It means there was no time in history where you could overpay for Microsoft and not make money or Visa, Mastercard or any other double digit grower. Company growing 20% annualy will cut PE in half every 4 years or so, so you basically cannot lose money on it as long as it grows and cut PE in half every 4 years for example. If you bought MSFT at the top of the internet buble in 2000, you would still 8x your money.
      Im actually surprised that nobody use PE on cost while yield on cost is famous. If you bought Visa during IPO year, your PE on cost would be 1 in 2025 as EPS is getting close to 2009 share price.

  • @silvius__5539
    @silvius__5539 หลายเดือนก่อน +1

    ACM RESEARCH #ACMR?

  • @Adrien-rg8bq
    @Adrien-rg8bq หลายเดือนก่อน +1

    Tsmc?

    • @FASTgraphs
      @FASTgraphs  หลายเดือนก่อน

      It was not on Yahoo's biggest losers for the day list.

  • @fallen0509
    @fallen0509 หลายเดือนก่อน

    never forget this guy was bullish on MPW..

    • @FASTgraphs
      @FASTgraphs  หลายเดือนก่อน +1

      @fallen0509 Not bullish but as an income investment and still am