How does Quantum computing play a role in the development of chips and how does what Nvidia has in their product development compare with other companies?
I’ve never believed stock purchase to be so difficult, it’s always easy getting a stock in my opinion, however knowing when to get in and also out ensures for lucrative returns, this is what I’m really curious about, ideas?
You’ve got a major point, entry point and exit point is a major area that get a lot of investors on losses, I believe to get positive on the market, consistency and dedication to continually learning about the market would be as major aid, a lo of persons also get pro aid as an alternative.
No one has a Crystal Ball and everyone knows more than you. That is "stock picking," in a nutshell. You will lose some and win some. The key is to win more than you lose and, when you lose, how to make sure that you don't lose too much. Options are a big no-no... Stay away!!! Crypto is too risky. Limit buys and sells are your friend. Don't "buy at market value" because it's never at the price you see. Personally, I invest a small amount in the Vanguard S&P 500 ETF at .001% intervals (especially on the way down). Historically, the stock goes up over time. So, buying on the way down ensures I have stock on hand when it decides to go up But, that's me. My risk tolerance is low, until I can build up my bankroll.
Yes please deeper dive on Palo Alto, ZScaler and Crowdstrike. And Crowdstrike. Like how they work, pros and cons, moat probability, founder as leading programmer or role model, etc.
the thing that holds me back from buying cybersecurity stocks: although it SEEMS to be a no brainer, they kind of have not gone anywhere this year. its like corporations have to be DRAGGED to them and FORCED to spend money on cybersecurity, kind of like a kid being forced to eat his broccoli!
I agree. I think the reality is that companies are looking like if customers data gets breeched we pay a relatively small fine, customers get access to a free credit report (already standard) or one year free credit monitoring which is a very small thing compared to the amount of money they have to pay out to continually keep our data safe in the first place since they aren’t heavily penalized by the government nor there aren’t enough regulations in the area.
? CRWD has been on a bullish run for years. the others that have been struggling a bit are partly from earnings not meeting elevated expectations (only CRWD showed a confident earnings beat), and partly from already having had a run up in 2023. in the longer term (maybe not in 1-3 months but 1-3 years), the top-quality cybersecurity companies should continue to enjoy revenue growth, expansion in financial metrics/multiples and with that it's a no brainer that share prices will follow suit.
But that also brings up the idea that once a BIG hack does happen because of companies lack of security budgets, there is going to be a boom in the digital security market. So it might be a long term one where we need something bad to eventually happen to heat things up
Crowdstrike has run up so much that one would be chasing at this point. However, ZScaler and Palo Alto Networks have room to grow as well as Fortinet. I believe Fortinet pays a dividend too so it is favored by fund managers. Very steady company like Akamai and Teradyne (different industries).
I really enjoy your videos. Thank you for getting the subject matter out early, and I really like the dives into the product/market opportunity analysis rather than technical analysis. I
How about a deep dive into electronic supply chain service companies? Celestica for example has been booming and is showing little signs of slowing down. After all, the electronic products and components mentioned in many of your videos have to get to where they're needed.
love your insights! Do you have any upcoming updates or new information about POET Technologies? Is it likely to be quiet until 2025-2026? Additionally, could you share more about Palantir, ASTS, and possibly HOLO as well? Thanks!
Great content and visualisation. Serious topics and not boring at all. Have bought several stocks after watching your videos and not all of them but most are going strong. Thx
Hi Alex, I was wondering if you could get into the possible explosion in energy related stocks. Has we know compute needed for AI is immense and energy grids will need to be massively reinforced to handle all the compute. Any ideas on what are the energy companies that will be good bets?
I also been holding ARM for power efficiency for all processors and all devices going from Cloud to Edge computing which ARM is the most cutting edge for next AI evolution for all devices!
ARM has been phenominal since October. It's been my massive portfolio builder along with Nvidia for quite a while. I'm expecting it to hit 200 this year, even with all the naysayers saying its a terrible stock to hold with its crazy PE. Tell that to my bank manager ;)
Informative video as usual! As many others have stated I would love a deep dive comparing or exclusively going into CRWD, PANW, FTNT, and ZS. I personally love CRWD most but can see that PANW has slightly better financials than CRWD but can’t really understand as a company why they are better than CRWD. Also I see that FTNT is solid and reliable but has little growth (financially) compared to CRWD and PANW. Also I don’t understand but people tend to speak about ZS as if it is really a serious contender in the space. I don’t see it. I am not a techie at all but from what I understand about the Cybersecurity space, CRWD seems to be the most powerful, and the one best positioned for long term growth though to be honest like you said we will need cybersecurity so much more going forward as tech will impact almost every part of our daily lives that it’s hard to not see most of these companies all having an important role in the future. Anywho, your take to help me and others better understand the industries and the companies would be much appreciated!
@TickerSymbolYOU yes, deep dives would be interesting. The valuations for these companies seem rather high, so I wonder how much of the projected growth in that sector is already priced in. Also, I'd be interested in your opinion on cybersecurity ETFs vs. picking market leaders.
Wow, what you haven't given us is what we are not looking for... all the knowledge is contained in all your videos and this is just a part of the training videos you always give us. Thank you again, sir, for the generous support we provide. newbies. Under your leadership, we are ready for the stars.
Hey , great job. Can you do a video about more in depth inside View about the Cyber security area. It would help me to identify more potential companies to buy and hold for the next 10 years Thanks for your work
I wouldn’t say I always agree with the companies, yet I really appreciate your time to be so thorough on these look in. With that said it seems you did pick out great stocks for a retail investor to look into. Hard to stop wanting to watch when you provide what sounds like sound honest info!
Love most of what you do! Frequent listener! Take a listen to Mat's video, Apple will not integrate like you mentioned with OpenAI... It's very different..
Not this particular video, but one you posted a few months ago telling us about Micron and Applied materials. I can’t thank you enough sir, my Portfolio has been rocketing after I took some of your advice. And it’s still so early I can’t wait to see how it ends. Thank you 🙏
Great video as always! Could you dig into Crowdstrike? I’m looking to take a big position there. I’m a little torn between them and TSLA for my position. Which would you pick as a long term investment?
This is one of the reasons why both Palo Alto and Crowdstrike are two of my major active bets in my portfolio! Thanks for the deeper explanation. Now I have to look deeper into Fortinet
Another great video Alex! Sincere thanks as I become smarter after watching each of your videos. While I'm not a novice at analyzing company financials, you're helping me understand the moats of the countless new sectors within the exponentially growing computing power world, with so many new sub-sectors - the whole network of semiconductors, AI, cybersecurity - which one really has to study, compared to stocks/companies of just a few years ago. Huge thanks!
Ah, I just clicked on the $ amount JamesLee made and saw a choice list to tip. Unfortunately though I get a message saying it’s not available in my region 😕
Hej Alex, your videos are amazing. Especially the way you conclude the whole story and the explanation of the science behind each stocks are well appreciated. My personal request for a video on Droneshield and also on Automotive Cybersecurity stocks. Thanks in advance 🙂
Great companies but seem overvalued at the moment. Take CRWD for example. A P/E of 724 and a Forward P/E of 78 together with a PEG of 30. That is nuts! I wanna buy them but then I look at these metrics and think maybe I should wait? Or maybe not?
Thanks for the content 👌🏽 Maybe Apple vs. Microsoft and who’s ecosystem is better setup for AI integration. Also not sure how you guys feel about crypto, but you should launch a CRT.
I’d be interested in seeing a financial comparison of these companies as well as more depth on their strategy and solutions. In terms of financial analysis, a table that includes PEG, along with other metrics to help investors make an informed decision on how to potentially allocate these companies within the portfolio.
You forgot to mention API endpoint security in your talk track. Companies like Salt or No Name are developing threat detection tools which analyse API traffic and telemetry. APIs are the power engine running behind integrations like the OpenAi and Apple one. This poses a number of security issues as API traffic is bound to explode with the rise of AI. You can only guess what that means for companies like them. Still 100% privately-owned but for how long…
A lot of folks downplay the role of advisors until being burned by their own emotions. Early last year after my lengthy divorce I needed a good boost to help my business stay afloat, hence I researched for licensed advisors and came across Monica Shawn Marti . She's helped grow my reserve notwithstanding inflation, from $275k to $850k.
I lost so much money with Kathy Wood. I don't think she know what the hell is going on. I held the stock almost three years and it kept going down. Finally I sold at tremendous lost and moved on.
Why are you guys still in ARKK ? Cathie Wood is a total bullshitter; doesn't know what she's talking about...she sold NVDA right before Q1 2023 and still justified the move. Don't listen to her. Why her funds are still active baffles me !!!
All of these stocks are too top-heavy in my chart analysis, need to see some pull back and buy signal to get into these stocks right now there is no signal to buy
Thanks Alex. I have Paolo Alto and recently added Crowdstrike when the news broke about their addition to the S&P 500. I feel like I missed the boat on Apple. What are your thoughts on Zscaler for cloud security and Snowflake for data management? Snowflake’s stock has been tanking but all this AI produced data has to be managed somehow, right?
Great video as usual. Have you done any videos about VanEck Semiconductor ETF (SMH) or have any thoughts abou this ETF? Thanks for all this great information!
