Big Tech Stock Profits Soaring - Why Amazon, Meta, and Qualcomm Stocks Are Top Buy-and-Holds In 2024
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- เผยแพร่เมื่อ 27 มิ.ย. 2024
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It was a busy week, and big tech certainly delivered the tune Wall Street was hoping to hear. Growth is back, and with it, massive increases to profitability. Amazon and Meta were showing off in grand style, and Meta announced its first-ever dividend.
Meanwhile, Qualcomm’s revenue recovery is still taking hold, but earnings are ratcheting higher anyways. The automotive segment in particular bucked the industry trend as automakers can’t seem to get enough of Qualcomm’s chips powering new vehicle technology trends.
Chip Stock Investors Nick and Kasey discuss these three companies in todays episode, and why they remain optimistic on their growth prospects in 2024.
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Chapters:
00:00 Introduction
00:21 Deep Dive into Amazon's Performance
05:13 Meta's First Ever Dividend Announcement
07:06 Meta's Free Cashflow Analysis
10:16 Transition to Qualcomm's Performance
14:14 Qualcomm's Automotive Segment Growth
22:02 Risks to Qualcomm's Investment Thesis
23:34 Preview of Next Week's Episode
Content in this video is for general information or entertainment only and is not specific or individual investment advice. Forecasts and information presented may not develop as predicted and there is no guarantee any strategies presented will be successful. All investing involves risk, and you could lose some or all of your principal.
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Nick and Kasey own shares of Qualcomm, Meta and Amazon
You two are killing it! High-quality content and the channel is growing very fast. So happy I found you. All substance, no fluff!
Glad you're here Shannon!
Your videos are so instructive, thank you!
Keep up the great work!
Great earnings update!! Latest earnings show AI is not a bubble. The leaders are obvious NVDA, MSFT, META. Would love a video on some smaller, under the radar AI contenders like VRT (Vertive Holdings), INOD (Inodata), ESTC (Elastic) and PEGA (Pegasystems). I'm sure you are aware of others as well.
I appreciate how analytical you guys are. So refreshing compared to all the stock hype channels. Investing can be fun and exciting without the hype facade.
Thank you! And we agree! There's a great deal of enjoyment in simply learning how businesses and the world operate!
Awesome video, thx 👍
Your presentations and discussions are at the highest level of investment analysis, including the under-rated "Don't do something stupid."
Glad to hear you like them!
Here's an idea that would likely get you a ton of cusomers. Provide a chip cycle report that has a matrix listing the different chip cycles, approx how long they last and your thoughts of where we are in that cycle(high demand or low demand., over supply- no demand). Also each cycle might require different chips. So for example the PC cycle requires cpus and ram. How much of each? Then as you cover different chip companies you state what chip cycles they serve. If they provide chips for multiple cycles , like qcom, then list how much of their production serves a given cycle. I would love that kind of report becuase there are so many chip companies making different kinds of chips that it gets confusing. Thanks for your informative videos.
Hey Mark, this is an intriguing thought! That said, historically, most chip types follow the same general cycle. The pandemic lockdowns messed everything up! So it would be hard to provide a guide to how things play out going forward.
It could be hard which is why folks would pay you for it. Many folks don't care what ram is they just want to know where it is in the demand cycle and which companies sells it. nobody else offers this kind of report. We don't expect perfection just your informed input. Plus with bard or chaptgpt to help it's problably be easier then you think... give it somethought@@chipstockinvestor
What’s your thought about confluent after aws, azure, and google cloud all reaccelerated?
Thanks for the great video. I'm a big fan of your content. Could I ask you please do an update video on small cap semis like INDI, WOLF, NVTS, SCLS, AMCR, and SKYT. Thank you.
We will get to them as earnings come out. Some of these we've recently covered though. Do you check the video timeline?
I think Amazon are developing a robotic workforce, that will increase their profit margins. I think they will eventually sell these robots to companies and governments.
They could! There would certainly be a market for them if they did decide to sell them.
Thanks
You're welcome!
Thanks for the video. I just sold 75% of my Amazon stock because I'm getting more concerned about them selling junk. I've read that regulators aren't happy about them selling unsafe carbon monoxide monitors. From a UK source (consumer organisation Which) they aren't alone in selling unsafe items, they also named eBay, AliExpress and Wish. I've heard of merchants getting returns which are just empty boxes, a problem because they can't prove the boxes were empty. That kind of thing discourages merchants who put a reasonable margin on quality products. I expect Amazon will try to find a solution but I don't know if there's a good one. I kept 25% of my holding because Amazon has a place in my basket of AI stocks. It wasn't an easy decision and I'll have got it wrong, one way or another. BTW I'm not too concerned about the WSJ finding items in garbage and selling it on Amazon, to me it seems like a stunt.
The EU and UK are always unhappy with big tech. Every tech stock you own the EU and UK will say they’re doing something bad. Sometimes it’s true and sometimes it’s just an overreaction. There’s always someone talking about you when you’re doing well and even more when you’re doing horrible.
The Wall Street Journal claims, based on "sources familiar with the matter", that the U.S. Consumer Product Safety Commission is working on an order that would class Amazon’s ecommerce business as a distributor of goods. If that happens, Amazon would be treated like traditional retailers, who are liable for the safety of the things they sell. It's a recent story I found, I've no expertise for basing a prediction on what other sources say the WSJ said, but for me it's a risk until I know otherwise.
Hey riffs, this is a concern, although it's nothing new. This has been a risk for years. Do bear in mind, though, that the vast majority of Amazon's profit comes from cloud, not e-comm.
Love your guys channel keep it up!! I have 50k to invest for the long term. What companies would you recommend to invest into?
Hey there, thanks for watching! We can't give you personal advice, but we have a series of videos in December on what we've been buying if you want some ideas for your own research. We'll also keep new content coming out for more ideas.
Why qualcomm tanking?so disappointed.
Market wanted more from the guidance. But we aren't day to day here, we're focused on the business not the stock price.
Investing is not about instant gratification….take a breath
I feel like I’m taking crazy pills looking at Amazon’s earnings - FCF in all of 2023 when you take out SBC and some acquisitions was ~$6B on a $1.8T market cap. Shares up 3% y/y in Q4 so sales +11% per share. I don’t get it but carry on
You could also just leave FCF alone as is, and simply divide by shares outstanding and track the progress that way
Nice earnings by Amazon and META. Crazy money machines. I hate METAs business. It's like investing in cigarettes given how much bad spreads from META's social media platforms. That's why I stick with TH-cam. There seems to be better vetting of material here than in the wild of Instagram and FB.
We hear you, FB and IG are addictive, in part because it's so easy to post literally ANYTHING. But then again, we like that FB and IG make it so easy for small businesses all over the world to run targeted ad campaigns. Google/YT doesn't play so nice with its walled garden viewer data. Both are far from perfect!
@@chipstockinvestor That is one of the positive uses of IG/FB.
So far just few pennies from the stock, let's hope from next quarters
It certainly wasn't a perfect report. But the stock did rally in December and January, so this could merely be a pullback. We're not getting hung up by the day to day stock moves.
Thank you for the Video. I was surprissed that Qualcomm and Microchip Stock was not falling more. My favorite still is Nvidia. Looking foword to see you new chips video and how stable this market is. Please let me know if you think SMCI is now much overvalued . Thanks
I bought into QCOM after your deep dive few wks ago right before earnings. So far so good. But apparently 60%+ of their revs come from China, and 90%+ comes from Asia. Are you concerned with this given geo-political risks?
Great question. Check this out, we explained back in November, along with a series of them on this topic. The truth irritated quite a few viewers... th-cam.com/video/1D-NriBJxs8/w-d-xo.html
Thanks for the response. Just watched your Sept video that addressed some of these risks. Btw, Nick is a fine looking man. Keep up the good work guys!
bezos selling 8.5 billion worth of his stock..is this a top?
He's always selling, he has other plans
Interdigital. IDCC. How about them?
We used to follow them a number of years ago. They've caught fire as of late during the 5G cycle.