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GET IN EARLY! Top 4 Stocks I'm Buying Before Nvidia Earnings (NVDA) 

Ticker Symbol: YOU
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#openai announced GPT-4o, their latest model behind #chatgpt just one day before #google I/O where Google ( GOOG Stock ) announced Gemini 1.5 Pro, Gemini 1.5 Flash, AI Overviews, and a lot more changes to Google Search and Google Workspace. But while everyone is focused on the AI war between Google, OpenAI plus Microsoft ( MSFT Stock ), and Meta Platforms ( META stock ), I think investors should focus on what they have in common: the AI chips that power them. Here's my full list of the best stocks to buy now without getting lucky! hint: they all help #nvidia ( #nvda stock ) make their AI accelerators :)
» Top Stocks for 2024: • Top 10 Stocks to Get R...
» Get My Stocks & Price Targets: www.tickersymbolyou.com/survey
» Nvidia's HUGE CuLitho Breakthrough (Bigger Than ChatGPT): • Nvidia's HUGE AI Break...
» My TSMC & ASML coverage from mid-2023: • History Repeats Itself...
» Main Street Data (Best Financial Charts): mainstreetdata.com/subscripti...
» Simply Wall Street's Nvidia (NVDA Stock) Valuation: simplywall.st/stocks/us/semic...
» Podcast: • E5: Our Top 5 Stock Ma...
» Twitter: / tickersymbolyou
» Patreon: / tickersymbolyou
Timestamps for this episode:
00:00 OpenAI GPT-4o vs Google Gemini
03:09 MU Stock - Micron Technology
06:57 AMAT Stock - Applied Materials
11:14 TSM Stock - Taiwan Semiconductor
14:22 ASML Stock - ASML
Resources & References:
» Nvidia GPU Advances: • Nvidia's Breakthrough ...
» Nvidia AI Advances: • Bigger Than ChatGPT?! ...
» OpenAI Dev Day: • OpenAI & Microsoft's H...
» Google AI War: • The AI War Has Begun! ...
🙏 Thanks for watching!
Disclosures:
All content on this channel is for informational purposes only and should not be construed as professional financial advice or recommendation to buy or sell any securities. Trading stocks, ETFs, other securities, and/or cryptocurrencies poses a considerable risk of loss. Neither host or guests can be held responsible for any direct or incidental loss incurred by applying any of the information offered. The content in this video is solely the opinions of the speaker who is not a licensed financial advisor or registered investment advisor. Should you need such advice, consult a licensed financial or tax advisor. When you make purchases through links in this video description, the author may earn a commission.
See additional disclosures at tickersymbolyou.com/disclosures/

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14 июн 2024

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Комментарии : 365   
@TickerSymbolYOU
@TickerSymbolYOU 26 дней назад
You can protect your privacy and support the channel by getting 20% off DeleteMe at joindeleteme.com/SYMBOL20
@birdietwine
@birdietwine 25 дней назад
How do you not see Tesla as the most important AI player in the game?
@birdietwine
@birdietwine 25 дней назад
it’s not Open AI. It’s not google. it’s Tesla. miles and miles ahead of everyone else. I so very much respect you for your content, but it’s all about tesla.
@paulhackney3184
@paulhackney3184 25 дней назад
agree with previous comment that this is your best video. I am a 65 year old senior and because of your videos and explanations of what these companies do and also what the future holds purchased late last year Alphabet, Microsoft, Qualcomm, and yes Nvidia. This was about 15% of my investments the rest are passive. With the passive investments increasing (will increase more when Fed cuts rates) and the fantastic growth of the four stocks purchased my retirement is better than I expected. You are having a positive influence on many people lives and should be proud of what you are doing. Thank you.
@malekhakim7436
@malekhakim7436 25 дней назад
I'd prefer this bot over the others honestly lol
@paulhackney3184
@paulhackney3184 25 дней назад
@Gus_Magnus I honestly do not know what a bot alert is. Just to follow up I think it is interesting to see what others"journey" is in investing. At retirement I was referred to a financial advisor and was unhappy with the results as the majority of my income comes from distributions. I was involved in banking for 40 plus years on the credit side which basically means analyzing financial statements for loans. Not the size of companies publicly listed but there are some similarities related to balance sheet strength, cash flow, etc. I could spend entire day discussing this. When I started I felt that CD's, MMA's were paying decent rates of approximately 5% up based on maturity but felt that several companies where paying higher dividends and felt that with interest rates moving lower that the stock price would could increase substantially. Also utilizing tools (I have a Schwab account) you can also find companies paying target dividend yield, have historically increased dividends, substantially cover their dividends by cash flow, and also review the strength of the their balance sheets. I am a great believer in discounting goodwill from the balance sheet (somewhat) and information is available by reviewing their financials available in public filing. In addition I have attempted to diversify the portfolio based do have a slight bias to the energy sector. I have hit several "winners' including a recent stock Hannon Armstrong. This is the type of stock I look for on the passive side. I have made mistakes including Trulieve which is pot stock which I purchased for around $4 dollars a share and sold when around $6 dollars and is now selling for around $11. This is a Florida Company backed by many people who were made wealthy by Coke Stock in North Florida. (interesting story). I did not think it the Florida Supreme Court would allow a amendment to the Florida constitution it to make it to the ballot but they did. Also Biden's administrative recent moves in this sector. It should be noted that the amendment to the Florida Constitution is not a sure thing for approval. However if it does pass Trulieve is the major player in Florida and the stock could double when the non medical market opens up. My journey with ticket symbol you begin with trying to understand operations of the the amazing seven. This site does an out standing job explaining this. I then analyzed their financials and have made Alphabet my largest investment of basically 20 stocks. Look at their earnings, their products, and also their liquidity which I understand is over $100 billion dollars. Also waiting, like everyone else for Nvidia earnings this week and I have a feeling it could be excellent news. If this what a bot does I am one.
@Barabus-yx2cn
@Barabus-yx2cn 24 дня назад
You should be aware that when the "Fed cuts rates" after a prolong hike cycle to combat inflation, it is 100% of the time, a death nell for equities. They're cutting rates because they broke the system. So many ignorant people have been duped by the insider's control over the narrative. You'd better wake up.
@mrnt1257
@mrnt1257 12 дней назад
The name. 😂
@RoadRunner_RRR
@RoadRunner_RRR 22 дня назад
You apologize for long videos, but you could have half an hour video and I’d still watch you. The information you provide is so thorough and backed by imperiales evidence. Thank you for these videos.
@TickerSymbolYOU
@TickerSymbolYOU 22 дня назад
I appreciate that! 🙏 thank you
@davidcodd3398
@davidcodd3398 6 дней назад
@@TickerSymbolYOU your videos are great. I had all these stocks for a month and sold in April because of geopolitical news, i got worried. now I am looking to buy back in or maybe thinking of intel because of the trade wars with US and China.
@ifirexx5673
@ifirexx5673 25 дней назад
1) Your intro and outro are so funny!! 😂🤣 2) Your video is definitely not long. It is so packed with concise information and data that I feel it it’s actually too short! Really appreciate the effort put into this! (Also, love your shortcuts of industry events. Helps me to understand the industry better in a time efficient manner.)
@MP1991yesss
@MP1991yesss 24 дня назад
First video I’m watching of yours. Amazing content and quality. Love the flow. Just subscribed.
@jr3304
@jr3304 25 дней назад
No don't worry about video being long, I always feel more informed after watching Your videos
@yahyakenoussi577
@yahyakenoussi577 25 дней назад
The best youtube notification I get is from YOU! thank you Alex ❤️
@johnjohnson9980
@johnjohnson9980 25 дней назад
Here what I am buying too ASPN, CLS, VITL. Thanks for the ideas. Hoping to double this year.
@thy44
@thy44 23 дня назад
Phenomenonal video, i immediately sought it out after the open of NVIDIA this morning, even if some predictions and performance expectations end up falling short, this information and insight is invaluable!! I am so grateful for you to be providing it for free!! I liked, subscribed, and shared with family and friends,
@khoi0107
@khoi0107 25 дней назад
all these stocks are great but price have been appreciated a lot
@alstonian78
@alstonian78 25 дней назад
Thank you for sharing this video with us. I regret that I quickly bought and sold some of these stocks you mentioned in the video ASML and TSM without giving it more thought.
@michaelmasri4385
@michaelmasri4385 25 дней назад
Excellent video. Could you provide a follow up video on what chip stocks are the best opportunity in your view given current pricing?
@evadeanu1
@evadeanu1 25 дней назад
As always, well done video. Thank you.
@groseromedia
@groseromedia 20 дней назад
I just have to say how much I appreciate your channel. There's a lot of click bait/ hype garbage in this space and your videos are straight forward, transparent and very well produced. Im a big fan. Cheers!
@PBS-nm1uu
@PBS-nm1uu 15 дней назад
love all your videos, keep it coming
@chrisconti7916
@chrisconti7916 24 дня назад
Thank you for such incredibly educational videos.
@JohnMiddleston
@JohnMiddleston 22 дня назад
Very informative video you have, I have been able to understand the messages you pass but there are some other challenges that may come about when taking some other risks
@JoshuaEdson22
@JoshuaEdson22 22 дня назад
My brother has been able to help with such issues through a CFA he was able to link me up with. Since hiring my advisor? It’s been better handling such financial turmoil that may happen
@user-vq6hr9im7d
@user-vq6hr9im7d 25 дней назад
What a beauty! So much information. Thank you for your effort!
@Inaesteeina
@Inaesteeina 18 дней назад
Thank you for sharing!! 😊
@dinosaurdude5668
@dinosaurdude5668 25 дней назад
Great explanation and logic! Thanks as always.
@Rudy4759
@Rudy4759 20 дней назад
Very informative video. Would you buy in on all 4 of them right now or wait for a correction?
@TheSwift121
@TheSwift121 26 дней назад
Thank you for some of the most amazing and informative videos on the net
@Schoolmatch4uproducts
@Schoolmatch4uproducts 21 день назад
Love how you don’t waste our time and how you don’t make us wait 7 minutes to learn which stocks you will discuss
@BYU2726
@BYU2726 19 дней назад
Thanks for your video!!! ❤️❤️ Keep up the good work
@TickerSymbolYOU
@TickerSymbolYOU 19 дней назад
Cheers!
@Frase2000
@Frase2000 25 дней назад
Appreciate how informative the video was. The outro caught me off guard 🤣🤣
@Ronnieleec
@Ronnieleec 25 дней назад
I think a program with you and Chip Stock Investor would be great.
@patrickladucer4118
@patrickladucer4118 5 дней назад
Thank you. Tons of information. Appreciate your help and expertise!
@TickerSymbolYOU
@TickerSymbolYOU 5 дней назад
Glad it was helpful!
@veggie-mannn
@veggie-mannn 24 дня назад
Thank you very much, sir, for the detailed information.
@krismaha90
@krismaha90 8 дней назад
This is an incredible video! Thanks a lot
@nutrifithomiex
@nutrifithomiex 25 дней назад
Also, you could put ur money into a semiconductor ETF like SMH to get exposure to all of these fantastic stocks
@boomer8825
@boomer8825 24 дня назад
OK keep doing what your doing as far as making of the video and info that goes into it. The tone of your voice is appealing. Easy to understand explanations, calm cool and collected when explaining. Info that is well explained but not overly technical. Keep up the good looking videos as well but don't let them take up so much of your time that by the time you post the video the contents is old news. Just a thought Great job YOU
@Lakesido
@Lakesido 25 дней назад
I wait on your video every single day. Thank you TSU
@JoseContreras-gz8ny
@JoseContreras-gz8ny 24 дня назад
What’s the best ETF that has all the companies that you spoke about?
@jaysaid9344
@jaysaid9344 25 дней назад
Can tsmc compete with nvidia in the future ?? 🙏🙏 Thanks 🙏
@AC-ge2tr
@AC-ge2tr 25 дней назад
ASML best anchor stock for all megatrends
@ajay0909
@ajay0909 26 дней назад
This is one of the best videos you made so far
@TickerSymbolYOU
@TickerSymbolYOU 26 дней назад
Thank you, I appreciate that
@SirGenesis206
@SirGenesis206 25 дней назад
Agreed. This was brilliant.
@HAL9000_ICantDoThat
@HAL9000_ICantDoThat 25 дней назад
Such a cracking video! Appreciated.
@TickerSymbolYOU
@TickerSymbolYOU 24 дня назад
Glad you enjoyed it!
@zombie766
@zombie766 25 дней назад
Bro i love your videos, so clearly and concisely explained
@TickerSymbolYOU
@TickerSymbolYOU 24 дня назад
Happy to hear that!
@shaystocks305
@shaystocks305 25 дней назад
Thanks for the amazing information. You are amazing
@TickerSymbolYOU
@TickerSymbolYOU 25 дней назад
My pleasure!
@thomaskismul8541
@thomaskismul8541 25 дней назад
You have some incredible insight into technology, understanding and a way of explaining in a simple language. But how has been your Journey as an investor? I know you had alot of arkk, teladoc, palantir and so on and sold after they crash. Wish you all the best
@orepecker7565
@orepecker7565 25 дней назад
One of the most undervalue stock amat great video alex 👍👍👍
@SFLAdventures
@SFLAdventures 23 дня назад
Micron, TSW, AMAT and more on my Watchlist.
@user-pu5mw2us5x
@user-pu5mw2us5x 6 дней назад
Alex you are an amazing person, thank you for sharing educational information
@IOSALive
@IOSALive 26 дней назад
Ticker Symbol: YOU, This is amazing! I can't stop smiling!
@TickerSymbolYOU
@TickerSymbolYOU 26 дней назад
I’m so glad you enjoy the content!
@truth_and_raids3404
@truth_and_raids3404 25 дней назад
why? its not like any of these stocks made any sort of a move.......
@MrDRAYTONBRIAN
@MrDRAYTONBRIAN 16 дней назад
Hey man!!! You have the best research... Love it!!!
@TickerSymbolYOU
@TickerSymbolYOU 14 дней назад
Glad you enjoy it!
@jg102xc
@jg102xc 25 дней назад
Great as usual. Thanks Alex.
@FiyaGee
@FiyaGee 14 дней назад
Wow! Thanks for the info.
@TickerSymbolYOU
@TickerSymbolYOU 14 дней назад
Glad it was helpful!
@charismao5515
@charismao5515 25 дней назад
Are there ETFs which you recommend that have all, most or some of these stocks?
@chrisjayromero5773
@chrisjayromero5773 19 дней назад
SMH
@handleking1
@handleking1 25 дней назад
Can you do a post on your gains on these stocks in the future. Thnx
@Kush333
@Kush333 13 дней назад
Bro beard is popping. what products you use. good content
@dougkerste6242
@dougkerste6242 24 дня назад
Dear Sir, I for one would like to thank you for all the effort you put into your informative videos. I take advise when I see fit and I make my decisions for myself. I find it ridiculously audacious of people that come in here and whine about how some choice they made did or did not go well. As you clearly state, you are not a financial advisor. What you are, and what you are Dam Good at is acting as a Highly Skilled Technical Advisor! I have taken your informed Advise where I Personally see fit, and invested my money, on my terms, because I wanted too, and I for One am Quite Pleased with the outcome! Please Sir, Continue to inform us on all the newest, greatest, and Possibly best tech to bet on. As for me, I am hitting POET with what I can, as I see wonderful possibilities for them after being informed by you about their technical position. Thank You.
@tradingwithwill7214
@tradingwithwill7214 25 дней назад
I'd like to see financial analysis for these stock picks as well - seeing revenue/earnings growth, projected EPS for next 5 years, etc
@Levi6229
@Levi6229 25 дней назад
Are your fingers broken? Can’t you do your own DD?
@dcarr571
@dcarr571 24 дня назад
@@Levi6229 You're in the comment section of a "BUY THESE STOCKS" RU-vid video asking for DD.
@Levi6229
@Levi6229 24 дня назад
@@dcarr571 it’s a video that you got to watch for free. You didn’t pay a subscription to him. You probably didn’t even give it a “like”. Lazy investors don’t make money. Entitled pricks stay where they belong, at the bottom.
@kdan777
@kdan777 25 дней назад
Very very informative! Thank you!
@TickerSymbolYOU
@TickerSymbolYOU 24 дня назад
Glad you enjoyed it!
@starbattleomega1
@starbattleomega1 25 дней назад
into ASML and BCAN < see bottom bouncer 100x chart
@SumitPandey-om9nu
@SumitPandey-om9nu 26 дней назад
Why HPQ or HPE not a replacement or competitor of Micron?
@solid9136
@solid9136 22 дня назад
Could we get access to tradingview indicators on a lower tier
@DK-ox7ze
@DK-ox7ze 23 дня назад
What do you think about Qualcomm? It's new Elite chips are now in Windows PC, and that's a huge market.
@lekang8179
@lekang8179 25 дней назад
thank you for your information which is very useful and helpful谢谢博主
@CassandraBroder
@CassandraBroder 6 дней назад
This video was Awesome!! Loved it!
@TickerSymbolYOU
@TickerSymbolYOU 6 дней назад
Glad you liked it!
@elas7077
@elas7077 25 дней назад
Alex can you do a video covering the 5 stocks Nvidia bought recently. That's soundhound, arm holding, tusimple, Nano X imaging, and Recursion Pharmaceuticals. Thank you.
@ejeddi
@ejeddi 24 дня назад
Could you please make a follow up video and compare their valuations?
@islammohamed1441
@islammohamed1441 26 дней назад
These are the Glengarry leads... And they're gold!
@MoneyEducationWithReality
@MoneyEducationWithReality 8 дней назад
can you find a ETF or fund that as closely as possible contains your thoughts ?
@WhispersOnLy
@WhispersOnLy 25 дней назад
Lol, you got me at the end there.. 🤣 "Google!!" 😂
@michaeljagielskiwilk819
@michaeljagielskiwilk819 25 дней назад
Great job as always
@darrenmason4412
@darrenmason4412 25 дней назад
Would like to see your portfolio, would be a great view
@maxspeed30
@maxspeed30 25 дней назад
Excellent video thanks
@rhadiem
@rhadiem 24 дня назад
I'm bullish on IBM being able too scoop up orders for small companies looking to get into AI but are far back in line with Nvidia.
@robertwilliam9558
@robertwilliam9558 26 дней назад
Nvidia Stock Split Announcement on the 5/22/24 earnings call?
@dgaz3057
@dgaz3057 25 дней назад
Where did you hear that?
@DasJev
@DasJev 25 дней назад
@@Nvidia-Lover a split does not change the value, it just allows to invest in smaller chunks.
@3dhunting
@3dhunting 25 дней назад
Man I hope so. I hope it’s 5-1
@christiancalderon3821
@christiancalderon3821 25 дней назад
When a company announced the stock price to split can be either good or bad. The bad is that float increases that means, needs a lot of volume to move the stock price up and P/E ratio is high. The good , retailers have the opportunity to buy it for a discount. Look at wmt aka Walmart when their stock price split and look at the float? Look at Amsl is float ? And the stock price. Matter of fact , would be surprised either Amsl or avgo would announce a split
@dwinsemius
@dwinsemius 24 дня назад
@@christiancalderon3821 I suspect you mean ASML rather than Amsl
@MatthewMS.
@MatthewMS. 25 дней назад
Big Day Tomorrow! 💚🖤📈🇺🇸
@susanmcghie6837
@susanmcghie6837 15 дней назад
Awesome, thank you
@hart-coded
@hart-coded 25 дней назад
great review thx
@iantrock9114
@iantrock9114 24 дня назад
I watched this video over 5 times no joke 😂. Thank you, very very informative
@TickerSymbolYOU
@TickerSymbolYOU 23 дня назад
I’m glad!
@BigDeerave
@BigDeerave 25 дней назад
great video. The title not so much. but I understand you are just trying make one that will attract the masses / more simple investors.
@kimberlyj4538
@kimberlyj4538 5 дней назад
"Don't want to hold you hostage." Respect! Your content is crisp and rich with important data. Thank you!
@jacqdanieles
@jacqdanieles 25 дней назад
Good analysis!
@TedWyatt-zg5hi
@TedWyatt-zg5hi 25 дней назад
When did Micron start making memory for Nvidia? I thought SK Hynix was the supplier?
@dipamvasani8727
@dipamvasani8727 25 дней назад
Do you recommend SOXX instead of these individual stocks?
@hrhamada1982
@hrhamada1982 25 дней назад
SOXX is un by a good company. An ETF or Mutual fund distributes risk, and rewards.
@Pajerotraveller
@Pajerotraveller 25 дней назад
Hey Alex love your content! Was wondering if you had any insight on how these businesses will fuel their current & future energy demands? Looks like nuclear is one go to option. Be great to hear your take on it.
@nikguitarocphone2505
@nikguitarocphone2505 25 дней назад
ARM n INTC ?
@UltraK420
@UltraK420 25 дней назад
Yep, you're talking about all the right companies here and judging by their past performances things are about to spike massively yet again, and again. I have biweekly recurring buys set up for NVDA, MU, and AMAT. I will buy ASML as well but my focus is on Nvidia because they are literally the public face of intensive computing stacks, as long as we keep seeing Jensen come on the stage to present new technology and ideas we should be safe in assuming the company will grow to unprecedented levels.
@WeirdInfoTV
@WeirdInfoTV 26 дней назад
Can you do a video on cyber security and AI security? I think those sectors are also about to explode, but sooner
@rayr268
@rayr268 26 дней назад
I wanna see this too. SentinelOne has AI threat ID which was number 2 on AI needs the surveyed CEOS from the biggest companies said they needed
@TickerSymbolYOU
@TickerSymbolYOU 26 дней назад
I actually already have one in the works!
@mjregan88
@mjregan88 25 дней назад
Crowdstrike baby
@mathewvarghese4387
@mathewvarghese4387 25 дней назад
@@mjregan88it’s P/E ratio is horrible. Now it is 951
@DasJev
@DasJev 25 дней назад
why? They will use ChatGPT to make attacks and the others will use chatgpt to defend against chatgpt attacks
@Bobbabobba504
@Bobbabobba504 25 дней назад
Why do you it tsmC?
@reggie2261
@reggie2261 25 дней назад
Do t know your explosive velocity but those stocks have been up BIG in a year
@adman4you
@adman4you 10 дней назад
Just added three of these to my watch list. Already had ASML on it. Smart, strategic alternatives to those of us who missed out on NVDA’s meteoric rise.
@luckylex12
@luckylex12 14 дней назад
Is it worth investing into Intel, will they be relative again in the future?
@maguilla
@maguilla 25 дней назад
Here is what I’m buying MO,BTI,VGR,Aflac
@kamal9991999
@kamal9991999 24 дня назад
Hi guys , Any etf which covers the above ?
@Kyle-qu4rc
@Kyle-qu4rc 19 дней назад
SMH holds TSM (12.84%) and ASML (4.4%) but is heavily weighted toward NVDA (22.14%). It has been having a killer year so far.
@cheikfrk
@cheikfrk 13 дней назад
Brother you re a life saver
@johnhoffmann1565
@johnhoffmann1565 22 дня назад
thanks alex, I've been riding the wave with asml, tsm and nvda and very pleased with converting research into investment gains
@TickerSymbolYOU
@TickerSymbolYOU 21 день назад
Love to see it!
@tonysilke
@tonysilke 21 день назад
I agree that many people are considering NVDA as the "Stock of the year." However, I'm curious about which stocks could potentially become the next META in terms of growth over the next decade. I've allocated $200k for investment, aiming to retire comfortably
@Make_Boxing_Great_Again
@Make_Boxing_Great_Again 18 дней назад
Then the Nvidia stock is already inflated. The market is already aware of the likely growth in AI and this is reflected in the stock price. Nvidia is already expected to do well as depicted in this video. Therefore you will only profit from the stock if it does even better than these projections.
@BobJo-vp1qn
@BobJo-vp1qn 17 дней назад
@@Make_Boxing_Great_Again You ARE aware that NVDA will be doing a 10:1 stock split on June 10th right? THAT changes EVERYTHING! When the stock is more affordable many more people will be coming in. Most people would much rather have 10 shares at $100 each than 1 share at $1000. Or… 4 full shares at $100 each than a fractional 40% of one share.
@Make_Boxing_Great_Again
@Make_Boxing_Great_Again 17 дней назад
@@BobJo-vp1qn You’re assuming that the masses who buy shares are stupid. They are not stupid and neither are they clever. The split makes no difference.
@BobJo-vp1qn
@BobJo-vp1qn 16 дней назад
@@Make_Boxing_Great_Again (SIGH) Stock Splits absolutely DO make a “difference!” And people who have been doing this longer than you have even been alive know and understand the potential ramifications of stock splits!
@horsegal3358
@horsegal3358 25 дней назад
Great job Alex!
@LubovOrlova-sr3mq
@LubovOrlova-sr3mq 8 дней назад
Signal ,study ,motivation ,free $ ...everything is free..i have never seen before trading teacher like this...wish you all the best, friend
@orepecker7565
@orepecker7565 25 дней назад
Another mega stocks is klac and lrcx
@nickjames6813
@nickjames6813 24 дня назад
Aren’t TSM and AMAT kinda the same play?
@bradh696
@bradh696 24 дня назад
Great video! Thanks! I am curious about the projected growth of these companies as AI becomes more capable. A common thread I hear from this video is that these particular companies have figured out a way to produce the necessary components to make AI possible. It seems that their value lies in the fact that they are sitting on production capabilities that they alone have figured out. That’s all well and good, but what happens when AI becomes capable of improving on itself and its own architecture and hardware and comes up with new ways to produce hardware components that is superior to what these companies can do today? It seems to me that they are on top right now, but with the ways AI could unfold, these competitive advantages that these particular companies have today could be lost in the blink of an eye someday in the future. So, although I am excited about investing in these for the short term, I’m not sure it’s going to follow a long term steady trend that anyone can reliably count on. I think that’s really just the nature of the beast though. The AI revolution is likely going to throw a lot of twists and turns along the way and I personally don’t see any one company being able to keep a firm grasp on the lead from start to finish, regardless of which part of the AI process they are involved in.
@billcarruth8122
@billcarruth8122 25 дней назад
I need some of those super flat mirrors to help me invest in hindsight.
@TickerSymbolYOU
@TickerSymbolYOU 25 дней назад
I'm right there with you
@WhispersOnLy
@WhispersOnLy 25 дней назад
"Google!!" Lol🤣
@kenthoover3573
@kenthoover3573 24 дня назад
Crazy how different you look from last June. More refined
@petediaz9310
@petediaz9310 25 дней назад
Great stuff!
@yuvalshalem7450
@yuvalshalem7450 22 дня назад
thoughts on snowflake? would love seeing a video on it
@random_mfkr
@random_mfkr 25 дней назад
Thank you for sharing =)
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