Chip Stock Investor's Top Stocks of 2024 (That Aren't Semiconductor Stocks!)
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- เผยแพร่เมื่อ 10 มิ.ย. 2024
- Watch our video: "Investing in Semiconductor Manufacturing Equipment Stocks: The Ultimate 2024 Guide" 👉 • AI Supercycle: Your Ul...
In this video, Chip Stock Investors Nick and Kasey discuss their favorite non-semiconductor stocks they’re investing new money into for 2024!
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00:00 Introduction and News Update: Ansys & Synopsys
00:11 Understanding ANSYS
01:34 Semiconductor Industry Flow Manual and Video
02:01 Top 7 Non-Chip Stocks for 2024
02:13 Why We Don't Share Our Full Portfolio
05:16 Amazon
08:02 Salesforce
10:36 Airbnb / Booking Holdings
13:08 On Running
17:00 Crocs
17:09 Livent (Arcadium Lithium)
19:02 Shift 4 Payments
Nick and Kasey own shares of Amazon, Salesforce, AirBnB, ServiceNow, On Holding, Crocs, and Livent, & Shift4 Payments.
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!
Thanks so much for being here @pfman5781! All the best to you as well in '24!
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”
Thanks for being here @dirgo, we appreciate it, and hope you've found value in our research! All the best in '24!
You guys are amazing the Alpha you are putting out is incredible! I can't thank you enough! Wishing you a great 2024❤
Thanks Steve! All the best in '24!
many many thanks.... Happy New Year
Thank you! Appreciate your support! Cheers!
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!
great job as always Nick and Kasey!
Thanks as always @beeej4681!
Yes please, more on Airbnb would be great!
Great to see new some stock info on ON running shoes.
Love to hear your observations re SMCI
Great work you two!
Thanks Michael!
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 👍
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
Good point Mark, the streaming biz could finally start pulling its weight!
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
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!
Great content as ever, wonder if you had chance to look at Dutch payment provider Adyen?
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.
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.
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!
I picked Allkem two weeks ago. I‘m curious about Arcadium. One have to be patient.
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
@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!
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
Thanks for sharing your picks, sounds like your ready for '24!
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.
Interesting non chip stocks could be Sofi Technologies and Rivian, I think.
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
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!
@@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
I am adding ASML,CTAS to my portfolio.
Nice @montojee1626, we perceive you like strategic stock buybacks. Bravo!
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.
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!
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.
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!
Deckers for footwear.
What you said for travel, plus Heico and Transdigm.
Hermes as a toll on the rich.
Nice David, here's to a successful 2024!
@@chipstockinvestor thanx! Any 'new' take on Intel?
@@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
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.
Good stuff, and well rounded picks too
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
Nice, thanks for sharing Norman!
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.
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!
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.
Hey @azulsimmons1040, thanks for sharing, solid lineup of stocks there!
#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.
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.
@@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
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.
What is Csco doing that will keep them from continuing to lose market share to anet?
@@SigFigNewton If I have to explain, you need more than a post here!! God Bless!!
@@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.
@@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 💩!!
@@vegasj305 I get it, I get it, you have zero info about these companies. How many times you gonna point that out?
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.
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!
@@chipstockinvestor thanks guy, I found the article. Love what you two are doing!
Kacey and your shoes fetish😂
😂
What about Pfizer, which had a horrible 2023?
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!
You guys don't seem to be very good at picking winners out of a winning sector.
😅 That's not what our portfolio says! Thanks for watching!
@@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.
Atomera. ATOM