Chip Stock Investor's Top Stocks of 2024 (That Aren't Semiconductor Stocks!)

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  • เผยแพร่เมื่อ 30 ต.ค. 2024

ความคิดเห็น • 78

  • @pfman5781
    @pfman5781 10 หลายเดือนก่อน +3

    I subscribed your channel a few months back, and I want to extend my sincere appreciation for all your work and generosity. Thank you so much! Really appreciate your humility and expertise. Wishing you guys all the best for 2024!

    • @chipstockinvestor
      @chipstockinvestor  10 หลายเดือนก่อน

      Thanks so much for being here @pfman5781! All the best to you as well in '24!

  • @dirgo
    @dirgo 10 หลายเดือนก่อน +4

    I’ve really been enjoying your guys channel! I found it early 2023 and have regularly listened to your videos. I like that you guys give good reasonings behind why you like a company, you look at the balance sheet, and never tell anyone to buy a stock unless you do your own research. It’s refreshing to find a channel that goes into details instead of blindingly pushing people to buy stocks cause you swear “they’re gonna shoot up”

    • @chipstockinvestor
      @chipstockinvestor  10 หลายเดือนก่อน +1

      Thanks for being here @dirgo, we appreciate it, and hope you've found value in our research! All the best in '24!

  • @mingchuan592
    @mingchuan592 10 หลายเดือนก่อน +1

    I'm just buying company stock Texas Instruments and it has been performing well, looking forward to buying Airbnb stocks this year after your analysis on the business porspect. Great video 👍

  • @addicted2dafly
    @addicted2dafly 10 หลายเดือนก่อน +1

    Great to see new some stock info on ON running shoes.

  • @steveallen1635
    @steveallen1635 10 หลายเดือนก่อน +2

    You guys are amazing the Alpha you are putting out is incredible! I can't thank you enough! Wishing you a great 2024❤

    • @chipstockinvestor
      @chipstockinvestor  10 หลายเดือนก่อน

      Thanks Steve! All the best in '24!

  • @PankajPatel-xt3tv
    @PankajPatel-xt3tv 10 หลายเดือนก่อน +1

    Love to hear your observations re SMCI

  • @hihomojo
    @hihomojo 10 หลายเดือนก่อน +2

    Yes please, more on Airbnb would be great!

  • @Layachu
    @Layachu 10 หลายเดือนก่อน +1

    Great discussion. It helps me to pick the stocks for due diligence on my side before I buy. Thank you for doing this! Greatly appreciate it!

  • @beeej4681
    @beeej4681 10 หลายเดือนก่อน +1

    great job as always Nick and Kasey!

  • @yasharyildirim3073
    @yasharyildirim3073 10 หลายเดือนก่อน +1

    many many thanks.... Happy New Year

    • @chipstockinvestor
      @chipstockinvestor  10 หลายเดือนก่อน

      Thank you! Appreciate your support! Cheers!

  • @bigmountain19
    @bigmountain19 10 หลายเดือนก่อน +1

    Got to like crocs and Onon after they sold off due to Nike. You got to wonder though if you get an even better price entry in the next 3 months after this historic run up. Cash seems like a decent place to be right now. Happy New Year to the both of you. I’ve enjoyed watching this channel over the past year

    • @chipstockinvestor
      @chipstockinvestor  10 หลายเดือนก่อน

      Thanks so much @bigmountain19 we've enjoyed having you here and your comments and input! Hope we all have a great '24! As for the shoe cos, it's a good point. Could be done volatility early in the year. Cash is always good to have on hand!

  • @heyjianjing
    @heyjianjing 10 หลายเดือนก่อน +2

    as someone who has been tortured by Ansys software in graduate school, my heart sank when I heard Synopsys is interested in buying Ansys.....Synopsys under new CEO next year will definitely be interesting

    • @chipstockinvestor
      @chipstockinvestor  10 หลายเดือนก่อน +1

      @hellokvitty lol please share your bad experiences! Is the Ansys user experience severely lacking? We know the software is crazy complex...
      New CEO transitions are interesting to watch. Sometimes indicative of some bumpiness ahead, sometimes little more than a blip on the radar. Hopefully the latter for SNPS!

  • @geordiehawkins7372
    @geordiehawkins7372 10 หลายเดือนก่อน +1

    Great video, love the ONON pick. Bought a pair recently and absolutely love them. As Peter Lynch said, "Buy what you know". I know they have a great product and will be successful. Would like to throw out a request for chip discussion. With AI not a bubble, which companies will be the leaders in chiplet design and architecture, and which companies will be leaders in the power solutions needed for GenAI

    • @chipstockinvestor
      @chipstockinvestor  10 หลายเดือนก่อน

      Hi @geordiehawkins7372, thanks for the watch!
      We've discussed chiplets quite a bit in the context of the semiconductor manufacturing equipment companies, as well as TSMC, those are our primary picks for that architecture! Lot's of misunderstanding out there as to who will "win" in chiplet design.
      As for power solutions, it's going to be highly disaggregated amongst the IDMs, but MPWR could also be a top one. We've covered those not too long ago as well!

    • @geordiehawkins7372
      @geordiehawkins7372 10 หลายเดือนก่อน

      @@chipstockinvestor Have a small position in MPWR, looking to DCA more. Love that they have no debt, pay a dividend and are very diversified. Great insight, thanks

  • @montojee1626
    @montojee1626 10 หลายเดือนก่อน +1

    I am adding ASML,CTAS to my portfolio.

    • @chipstockinvestor
      @chipstockinvestor  10 หลายเดือนก่อน +1

      Nice @montojee1626, we perceive you like strategic stock buybacks. Bravo!

  • @vivekvs9678
    @vivekvs9678 10 หลายเดือนก่อน +2

    Thanks for the info! Will look into some stocks from the video, btw Tesla and Apple are also worth considering.
    Also, how about space stocks? Space exploration is a promising market.

    • @chipstockinvestor
      @chipstockinvestor  10 หลายเดือนก่อน +1

      Hi Vivek, we still have our AAPL and TSLA positions!
      We talk about space every once in a while. We like chips, they power the space economy, and they're profitable!

  • @markflour
    @markflour 10 หลายเดือนก่อน +1

    AMZN also starts a new income stream on Jan 29th when ads are added to Amazon prime videos. It'll be interesting to see if their AI investments increase AWS cloud usage. As usual great stock analysis. Looking forward to video on ALTM. Thanks

    • @chipstockinvestor
      @chipstockinvestor  10 หลายเดือนก่อน +1

      Good point Mark, the streaming biz could finally start pulling its weight!

  • @Wurstwasserschorle
    @Wurstwasserschorle 10 หลายเดือนก่อน +1

    I picked Allkem two weeks ago. I‘m curious about Arcadium. One have to be patient.

  • @RZH2023
    @RZH2023 10 หลายเดือนก่อน +1

    Great stuff and thanks for sharing! My 7 non-chip stocks for 2024 are TSLA, GOOG, TGT, DIS, PLTR, SOFI, and LAZR. And I tend to hold them (trade around slowly, but keep the core) for at least 5 years as I did for TSLA, NVDA and many other big winners.

    • @chipstockinvestor
      @chipstockinvestor  10 หลายเดือนก่อน

      Good stuff, and well rounded picks too

  • @zebbie09
    @zebbie09 6 หลายเดือนก่อน +1

    Berkshire, Waste Management, Ecolab- these are some of Bill Gates’ biggest holdings. I figured he doesn’t like losing money, so why not? Adding to my Amazon position and just bought Visa.

  • @ElFinanceDoc
    @ElFinanceDoc 10 หลายเดือนก่อน +1

    Awesome stock picks. I agree with AMZN, BKNG, ABNB, CRM. Will look into FOUR, with Europe expansion sounds interesting. I also liked your chip stock picks QCOM, NVDA, TSM, MCHP. As for myself, looking more into growth stocks like MELI, SHOP, CRWD, PLTR, SNOW, CELH, NFLX, SOFI, ACMR. Will see in January which ones drop in price XD

    • @chipstockinvestor
      @chipstockinvestor  10 หลายเดือนก่อน

      Thanks for sharing your picks, sounds like your ready for '24!

  • @TJR82
    @TJR82 10 หลายเดือนก่อน +1

    If someone copycats your portfolio or anything it's their fault and shame, not yours. I just sold my last chip stock, SAMSUNG with huge gains but I'm looking to buy AVGO back when it dips.

    • @chipstockinvestor
      @chipstockinvestor  10 หลายเดือนก่อน +1

      Hey @TJR82 thanks for all the support! We just wanted to give a little reminder for everyone to DYODD 😉. Congrats on the successful '23, here's to an even better '24!

  • @1701Howdy
    @1701Howdy 10 หลายเดือนก่อน +2

    Great content as ever, wonder if you had chance to look at Dutch payment provider Adyen?

    • @chipstockinvestor
      @chipstockinvestor  10 หลายเดือนก่อน +1

      Nick has, it's a great business! Probably going to be more than fine after all the talk of price wars this past summer/autumn. Just saw FOUR as an especially good looking deal for us.

  • @riffsoffov9291
    @riffsoffov9291 10 หลายเดือนก่อน +1

    Thanks for the video. There's a TH-camr I like who covers consumer issues and right-to-repair, who claims the quality of products from Amazon has gone way down. He backed it up by testing electrical crimps from Amazon. That's anecdotal, so I'm not selling my AWS stock, but I'll be watching their Net Promoter Score. Customer Guru says "Last known Net Promoter Score is 25", which is good, because "The industry average for Consumer Brands / Internet is 19.". Customer Gauge says Amazon's NPS score was 73 in 2019 (sourced from Satmetrix). That's a big drop but I don't know if the figures are like-for-like. I want to have a stake in the main cloud companies so it's a bit of a problem for me.

    • @chipstockinvestor
      @chipstockinvestor  10 หลายเดือนก่อน +1

      Hey Riffs, totally get it. Amazon is a mixed bag for us too! Certainly not our favorite e-comm. And the customer service has indeed fallen. Definitely worth monitoring for sure!

  • @normansteinmetz643
    @normansteinmetz643 10 หลายเดือนก่อน +1

    Will most likely add to Amazon (it is a full sized position but Amazon is just too strong to ignore). Crocs is full sized and will stay like this, Livent may be a candidate to add to.
    My first picks for 2024 are Global Payments and Infineon. Both positions are almost finished but there is still some space left

    • @chipstockinvestor
      @chipstockinvestor  10 หลายเดือนก่อน +1

      Nice, thanks for sharing Norman!

  • @tohnic441
    @tohnic441 10 หลายเดือนก่อน +1

    Certainly an interesting list. What happened to some of the cyber security stocks like crowdstrike and palo alto that you guys discussed in your previous videos? Not good enough to be on the list? Personally im holding crox, livent, sofi and alibaba going into 2024.

    • @chipstockinvestor
      @chipstockinvestor  10 หลายเดือนก่อน +1

      Great question. After the recent run-up in cyber stocks, we're taking a pause at the start of the year, much like some of the chip manufacturing equipment cos. We'll have more to say about this later in the month. Thanks for asking!

  • @michaelfriend3990
    @michaelfriend3990 10 หลายเดือนก่อน +1

    Great work you two!

  • @Wurstwasserschorle
    @Wurstwasserschorle 10 หลายเดือนก่อน +1

    Interesting non chip stocks could be Sofi Technologies and Rivian, I think.

  • @davidcherve
    @davidcherve 10 หลายเดือนก่อน +1

    Deckers for footwear.
    What you said for travel, plus Heico and Transdigm.
    Hermes as a toll on the rich.

    • @chipstockinvestor
      @chipstockinvestor  10 หลายเดือนก่อน +1

      Nice David, here's to a successful 2024!

    • @davidcherve
      @davidcherve 10 หลายเดือนก่อน +1

      @@chipstockinvestor thanx! Any 'new' take on Intel?

    • @chipstockinvestor
      @chipstockinvestor  10 หลายเดือนก่อน +1

      @@davidcherve not really, they still need to prove it in '24. We see lots of bluster, shares already have a PC and data center rally priced in

  • @srinikoganti
    @srinikoganti 10 หลายเดือนก่อน +2

    #1: AMD: MI300X AI GPU should bring lot of revenue in 2024. #2: INTC: Very undervalued given the FAB potential + new Xeon CPUs with built in AI accelerators. Gaudi3 in 2024 for AI training. #3: PLAB : Turnaround story, with Chip Sector recovery. Very low valuation.

    • @chipstockinvestor
      @chipstockinvestor  10 หลายเดือนก่อน +2

      Interesting, we just finished another write up on PLAB today, we'll post on the community board soon! Will probably do a video as well.

    • @srinikoganti
      @srinikoganti 10 หลายเดือนก่อน

      @@chipstockinvestor AMD is doing with , Nvidia, with Chiplets architecture in GPUs, like it did with Intel with CPUs. By the time Nvidia tries to catchup with a new Chiplets type architecture release, AMD would eat away it's market share. AMD is still very undervalued

  • @azulsimmons1040
    @azulsimmons1040 10 หลายเดือนก่อน +1

    I like ABNB long-term. I am in CRSP, VRTX, and LLY. I want a piece of the gene editing business and VRTX is a well run business. The obesity medications have blockbuster written all over them. LLY seems to have the best in the market.

    • @chipstockinvestor
      @chipstockinvestor  10 หลายเดือนก่อน

      Hey @azulsimmons1040, thanks for sharing, solid lineup of stocks there!

  • @vegasj305
    @vegasj305 10 หลายเดือนก่อน +2

    Two stocks I feel are too good to pass on are ICAD and the second is LLAP. My 3 must buys for 2024 are boring and probably nobody will agree with, CSCO, SMCI, and INTC. Cisco and Intel are cooking and lid is about to blow!! SMCI is where you basically get an ETF with very little shares to create earnings for, so a lot bang makes a BOOM!! I'm not into shoes or crocs, but Beazer Homes (BZH) is a home builder stock I love!! I like Amprius Technologies, Inc. (AMPX), when you mention lithioim! Gold/Silver, (EXK), EV, Green Power (GP) is my pick.

    • @SigFigNewton
      @SigFigNewton 10 หลายเดือนก่อน

      What is Csco doing that will keep them from continuing to lose market share to anet?

    • @vegasj305
      @vegasj305 10 หลายเดือนก่อน

      @@SigFigNewton If I have to explain, you need more than a post here!! God Bless!!

    • @SigFigNewton
      @SigFigNewton 10 หลายเดือนก่อน

      @@vegasj305you strike me as a penny stock pumper (ICAD and LLAP), and a late-to-the-party rally chaser (SMCI and INTC).
      I was giving you the benefit of the doubt and you’re giving me rudeness coupled with the impression that you know nothing about CSCO.

    • @vegasj305
      @vegasj305 10 หลายเดือนก่อน

      @@SigFigNewton I've been in LLAP for months, are you late to the party? Not my fault!! SMCI, INTC, and CSCO the next 2 years, see me then if you think I'm full of 💩!!

    • @SigFigNewton
      @SigFigNewton 10 หลายเดือนก่อน

      @@vegasj305 I get it, I get it, you have zero info about these companies. How many times you gonna point that out?

  • @danielgonzales8332
    @danielgonzales8332 10 หลายเดือนก่อน +2

    Hey guys, did you hear about Nancy Pelosi, Nvidia 50 call options with a strike price of $120, and an expiration date of 12/20/24.
    I also heard of AMD new AI instinct MI300 series.
    I'm curious on your take, as AMD will provide some real AI competition to Nvidia. Im thinking of following Nancy stock pick.

    • @chipstockinvestor
      @chipstockinvestor  10 หลายเดือนก่อน +1

      Hi Daniel, we don't follow what Nancy is doing, but we certainly know all about the MI300. We shared a couple articles we wrote on our community board over the last couple weeks. We own some AMD!

    • @danielgonzales8332
      @danielgonzales8332 10 หลายเดือนก่อน +1

      @@chipstockinvestor thanks guy, I found the article. Love what you two are doing!

  • @marianoblackeye4990
    @marianoblackeye4990 10 หลายเดือนก่อน +1

    What about Pfizer, which had a horrible 2023?

    • @chipstockinvestor
      @chipstockinvestor  10 หลายเดือนก่อน

      Hey @marianoblackeye, we don't cover PFE, but it hasn't done so well. They could indeed be ready for a rally this next year!

  • @LALGULAB12
    @LALGULAB12 10 หลายเดือนก่อน +1

    Kacey and your shoes fetish😂

  • @lionrock2023
    @lionrock2023 9 หลายเดือนก่อน

    You guys don't seem to be very good at picking winners out of a winning sector.

    • @chipstockinvestor
      @chipstockinvestor  9 หลายเดือนก่อน

      😅 That's not what our portfolio says! Thanks for watching!

    • @lionrock2023
      @lionrock2023 9 หลายเดือนก่อน

      @@chipstockinvestor then perhaps you should make videos that are more reflective of your successful picks. the way your videos play out, it makes you sound like desperate peddlers for views and subscribes.

  • @seanjorgenson7251
    @seanjorgenson7251 9 หลายเดือนก่อน

    Atomera. ATOM