I left for 2 weeks and tech stocks crashed, the entire internet went down, entire banks and airlines shut down, and Nvidia delays blackwell. This is why we can't have nice things.
The fact that even the market leader who provides hardware for AI is having to delay their shipment of Blackwell products due to technical difficulties just goes to show that not anyone can just come along and eat their lunch! I think Nvida will be the only serious provider of hardware to provide training for AI models for a very long time indeed. I would certainly also be buying any significant dips as well.
Alex, these videos are exceptional. A dive into fundamentals and earnings, and then a look from an experienced investor at the TA side of the stocks. Really great video to kick start research on these stocks
What's most confusing is Microsoft stock got hit because they slightly missed on azure, even though they beat in every other 10/11 segments they operate in. Supposedly the reason being that Azure is the segment that matters most. Whereas Amazon got hit even though they beat on AWS.... which should also be the segment that matters the most. I think investors are just looking for any reason to sell.
So many tech names and stock market breadth were so extended and overbought technically that Smart Money took advantage and drove prices down significantly. They want LOWER prices for these names, instead of holding for slower gains. Since these companies are continually growing, and they are, Smart Money wants the large discounts. BUY THIS DIP ON YOUR FAVORITE NAMES.
Some of the best 3 guys, right here, when talking about tech companies. Larry and his chart technical analysis seems spot on. Really enjoy when all three of these guys do a video. Great job!!!!
I already own shares of TSLA, NVDA and APPL as well. Sure, I don't mind having these equities sit around for a while, but I'd also like to appreciate short-term opportunities that could fetch $200,000 or less..
I sold an apartment in Springfield and made about $250K. I was frustrated when I only earned $171 in interest from a regular savings account. After doing some research, I was advised to invest in stocks. Are these stocks a good point to start from?
No one, in my opinion, is comparable to RU-vid. Alhtough the subtitles are frequently misleading, the programs are invaluable and I am dependent upon them.
Please have more videos with your partners going over that chart. The one wear your partner discuss 50 versus 200 week benchmark as a guide to buy or not. I want to buy at a dip. Your videos are great. And thank you for reminding us that AI is long term. The stock market seems to have ADHD and I am qualified to diagnose that condition.
Ok, help me out here... How can you possibly make a "Top AI Stocks" video and NOT include NVDA???? How is that even possible??? Outside this glaring omission, I loved your video!!!! This is a great format, I love the 3 of you together!!!! Now do NVDA!!!!!
I agree with Alex in that Amazon may well be the best of the "Magnificent Seven". Alex shows that he understands the math in that AWS's increase in cloud revenue is based on the largest baseline of the three major cloud providers. He also does well to point out that Amazon's growth in advertising is of particular relevance because people who go to their website already have the intention of buying something.
Just swapped all of my last ETH and swapped it into NVDA34K. Already up a little bit. Unfortunately I have some other junk staked which won’t free up for a while. Still now I am on the train!
Alex, it will be worthwhile to dig deeper into Tesla Energy. It does not compete with utilities. The Megapacks are used to smooth energy demand and can replace peaker plants, which are expensive and big polluters. The secret sauce in Tesla Energy is its Autobidder SW, which uses AI. Tesla Energy will continue to grow very fast in the coming years. There is a large backlog for their solutions. I suggest you get the details of their projects in Australia.
Re Tesla - For context on their energy. This a gold mine & the perfect model as they transition to their new EV lineup. Thier Shanghai factory is due to be completed by Q1 2025. Its currently 45% completed, which is ahead of schedule. When operational this will give them a minimum of 80gwh capacity. Thats huge for the bottom line. As for it being low margin? Its their highest margin product by a margin. These things print cash! Energy is the true dark horse. As for Optimus? They said they will have up to a few thousand in the factory next year. Thats material. FSD - A 2 month delay is insignificant. Showing off their new Cyber cab and 2 other models will be a material moment imo.
Nice video. Not a criticism, I enjoy your insights. I tend to think prices could go higher if NVDA34K rockets. But understand the logic for sandbagging estimates. My opinion is NVDA34K breaks 1, perhaps reaches 10 ATH, if conditions are right. But broader forces are at play now. We’re moving into really unknown territory. And these entities are shrewd. I think there’s massive manipulation ahead. If NVDA34K survives that, well, we’re likely in for a good pump.
institutional buying into NVDA34K could totally break the cycle and the peak expectation of end of 2025 will likely spectacularly fail to appear. If the last double peak was odd, the next one will catch most people out again.
Thanks for the content, very informative. I think all 5 conpanies are now on a great opportunity to BUY! From my POV at the moment AMZN is the best investment out of these 5 stocks with the highest returns on the long run. Each of their businesses are gowing AWS will just continue growing as a leader.
Can someone help me understand Tesla Energy's moat (not a rhetorical question)? Is there something in Tesla software that makes the integration of their battery farms into grids more seamless/economical/reliable/other. Or is possible that when others see a market with over 20% margins, they will come in and it will get commoditized. CATL is already selling entering this business. Or does Tesla even need a moat; the TAM is so large that even a small % of the market would actually be great as long as the margins stay respectable. ... Thanks
Bro! Not a good time to go on vacations! Missed you, Alex! 😢 As always, like your channel because its objective and impartial. So many finance trash channels around yt but Alex makes up for it to a great degree😁 Started building my cash position with a bit of delay but I'm gradually confident took the right decision as for the moment.
stock prices going down is nothing to do with earnings unless there are big surprises there, merely sentiment...once this phase passes, definitely by around Christmas time.. stock prices will go back to being logical
After a headline making stock market crash earlier this week, if you didn't panic and simply did nothing then you'd be up more than 5% this week. If you are an Nvidia shareholder, you'd be up 11%. This is the difference between people who don't invest in emotions. How do I insulate myself from following trends on the news?
I think that's a ways to go, but it's complicated to find a financial advisor that could help me make meaningful profit. Could you make any suggestions for me?
Hi Alex, I love your channel and will continue to watch it and learn from you. So, I would love to give you some friendly feedback as a fan of your channel. Feel free to ignore it though. First: adding value is the best part of your channel! There is so much of low value content on youtube, that yours stands out. Bringing Araf (sorry, if I misspell) was an amazing idea and I love to hear his thoughts! But for me personally, bringing Larry with his charts-analysis seems like a step down in your quality. I do think that chart analysis is pointless and is more esoteric than logic. Chart analysis has nothing to do with reality and has Zero predictive power on the future. But if chart analysis brings more viewers to your channel who believe in it, I'd understand when you continue with it. I am (a tiny) youtuber myself and also like to see my views grow. But if you do less or no chart analysis, I think, the value of your content will just grow. Anyway, thanks for producing amazing content!
And don't forget that Tesla autopilot recently killed two people and almost killed a driver by running the car into a moving train, but for the driver turning sharply to the right and still crashed into a pole and totaled the car. All that was only a week ago. This is a huge problem.
This is going to be a different bull market. With NVDA34K coming to scene. Ben basing off previous speculative markets. I can see 300,000 next bull run.🎉🎉🎉🎉🎉
“No ones talking about Tesla Energy Storage business.” I have been screaming about it for a year! Margins are huge and will be interesting to see if this quarterly acceleration continues. Amazons most profitable business is AWS and has nothing to do with e-commerce.
If NVDA34K continues to grow at this rate, I will hit 90,000 in gains. That is my raw gain, which excludes capital. NVDA34K will surprise everyone like Nvidia.
it sucks the rotation will scare all us poor folk out of our stocks and then when its bottomed all the big guys will get in. I sold in aplril at 7 percent down on my portfolio, i heeld on this time. at 17 down on friday my gut feeling was to sell but i pushed for mobday. cost me another 500 loss. over 20 percent all in all. im down 1500 at least. i will only scalp and short trade ever again. all confidence is gone, all my stocks were good
Thanks, great content as usual. I just don’t understand the idea of not buying below the 200d moving average, or the so-called falling knife. If these companies have great fundamentals, and the latest earnings are widely positive, shouldn’t we take advantage of these discounted stock prices?!
I see. As I am absolutely terrible timing the market, as I have the impression that whenever I sold something because it was falling, it immediately rebounds afterwards (e.g., sold Tesla a couple months ago at $140, and 2 days later jumped more than 10%!), now I just take advantage of any discount with a more aggressive DCA approach . 😊
Yikes thts why it pays off Not to be Tech heavy in anyone’s Portfolio I like your channel and some of ur content but Everyone should consider diversifying
Tesla stock dipped severally , resulting to about 23% drop in the shares value this month. I seriously need suggestions on how to diversify my $400k portfolio made up of volatile TSLA.
You're correct. I think the smartest way to go is to spread out your investments. By putting your money into different asset classes like bonds, real estate, and stocks from other countries, you can lower the risk if one part of the market goes bad.
I'm shocked you have projected NVDA34K going to $10 in the next few years! I see $5 overnight when NVDA34K Flips the Switch and NVDA34K goes live as the global currency connection! Then a steady climb to $10 within months, followed by a rise to well over $100 as adoption is accepted by all!
Don't let Nvidia's NVDA34K pass you by. This is a monumental moment in history, and you don't want to be left out of the loop. Get in on the ground floor now!
How can you say Tesla energy is competing with utilities? Have you done any research on their margins and what they do for energy companies? They provide batteries for electric energy utilities they don’t compete with them. Do some research on the energy business which in 10 years will dwarf the value of the company now. If you’re going to talk about a company do the research first.
The host is out of touch. Electricity Utilities are moribund slow moving organizations. They can’t compete effectively with up and coming new energy companies.
24:28 META & NVDA - Meta alone has spent $24,000,000,000 with NVDA buying its H100 & H200 chips. Imagine when Nvidia’s Blackwell platform becomes available in Q4! Buy Nvidia on this dip!
Depends on your finances . 1000$ in NVDA34K is 4000 NVDA34K if it goes to 50% of ath in 2024 thats a 600% gain. If it goes equal to ath . Its a 1200% gain.
