Sounhound went up another 23% on Friday with heavy volume (more than 10 times the average vol). Do you think this is too much hype? In other words, it is going to come down hard. What do you think?
@@akirasuzuki8378 The video explains exactly what we think. Invest in companies, not stocks. Short-term price action based on a legion of cheerleaders pumping a stock has no bearing on the company itself.
@@BILLINICO That's wrong. It's increasing in value because it's being hyped. You can simply look at the fundamentals and very clearly see this. To try and ignore it is what cheerleaders do and they're not welcome here.
No one ever went broke taking profits. It's always worth setting some objective rules for when to sell a stock to take the guesswork out of it, in our opinion at least. :)
@@fancykingz6251 The video is pretty clear as to what we're saying. Two things are certain in hype cycles. 1) The fundamentals catch up with the valuation, or 2) we see mean reversion.
The Motley Fool is the reason why a lot of kids in their early 20’s open brokerage accounts, it’s also the reason why 5 years later they’re sitting at a 80% loss having only invested once and will tell you “investing doesn’t work for me” 😂
You've provided an interesting anslysis but you forgot about the technological aspect. From the perspective of a person who research and worked with neural networks, ML and AI development I know that the idea of implementing the real time voice interaction was there but computing power and access to sufficient data was not. SOUN could exist 20 years but 20 years ago you had no chance of building a system that could capture your voice command, extract crutial information, disregard noise and give a meaninful answer. Early attempts were very poor. SOUN had an opportunity to research the idea, build up a network of potential customers, develop, train and continously improve their models. Companies like Apple and Samsung could develop similar tech due to an access to data from phone conversations for example but there is a lot of controversy behind gathering and using that data. As an investor you should make an attempt to understand how the tech actually works before giving an ultimate judgment.
Doesn't look like you've attempted to address or excuse any of the many points of contention raised in the video. That's great that you're able to parrot the company's marketing literature about how great the technology is but the proof is ALWAYS in revenue growth. As the video points out, there are some concerns to be had there for this nearly 20 year old company that just acquired an even more ancient company that they hope will somehow propel their growth 95% this year. After all their failed SPAC deck promises, let's see if that happens.
There is much truth to this statement. It is not until just recent with the developments in computational AI that this software will really begin to achieve it's true potential. However Nanalyze makes great points and convinced me that this stock is mostly speculation. There is a difference between sound investments and speculation which is why I withdrew most of my position less the gain's ive received in the market. Though there is not much there I feel much more safe leaving my profit in the stock alone and taking my initial investment. Now I am in for the long haul! Best,
@@rickstandish6932 Yes, the stock is being pumped to the moon by meme stock types and it will not end well. We've seen this countless times before in the decades we've been covering tech stocks.
@@Nanalyze It is apparent and I appreciate your coverage on this. I'll hold what little I have in hopes that there may be tangible gains in the future. Otherwise it is all very speculative! Keep the vids coming! Thank you!
I have held some SH stock for 2 years now. I sold 80% of my position when it hit 13.50. You presented everything very well and factual. I think however, it makes me wonder what the correct process is to evaluate a young software company and If i just didn't get very lucky with SH. Overall, your evaluations are very solid and I believe this is why Buffett avoids many techs stocks. Your video certainly makes me think much deeper about my investing. Thank you for this and keep the videos coming please.
Please note this "young" software company is nearly two decades old, and the firm they just acquired is even older. Here is our methodology on how to take a risk averse approach to tech investing for all type of tech companies :) www.nanalyze.com/nanalyze-premium-articles/ We hold over 30 disruptive tech stocks with a lot more promise than this company, so it's not a matter of avoiding tech. It's calling out hype when we see it, and this is clearly being hyped to no end. Really glad to hear you are enjoying tour content! We'll keep it coming. We run two strategies - disruptive growth and dividend growth. Joe P.
SOUN down 50% since 26Dec2024. I've subbed. Rule #1 when I was a doing the books for a building company was "be conservative" and reining-in enthusiastic managers was a monthly issue.
Thank you for the sub! Valuation matters and "this time is different" will always be the bane of investors who chase hype. Your rule makes a lot of sense.
We've been doing this a long time and there's one thing that's sure as death and taxes. The irrationality of the herd far exceeds whatever it is we think they're capable of. Nobody knows where the proverbial top will be, but you can be sure that either the fundamentals will catch up or we'll see mean reversion. And this is where the "fundamentals don't matter" people will chime in and you realize it's far worse than you thought.
Excellent analysis. Saw a video suggesting Soun. So glad youtube suggested your video. Will stay away from this. I like to own stock for lifetime. Not worry about hype.
Finally, I was waiting for someone to put the facts out there.!!! Nice work, and I’m in Soun but I will be taking profits real soon, and probably come out completely! Insiders always sell the shit out of it when it pumps, plus the 50% rule when a stock pumps !! Great info!!!!!
I bought sounai. Sold half when doubled and took investment.sold other third when tripled….I believe conversational ai chatbots increase efficiency of Fortune 500 and good to see their diversification…. So planning to hold remaining 1250 shares for long time
We invest in companies, not stocks, and we hold - ideally - for horizons measured in decades. So hype does nothing but make your decisions more difficult. That's why we have a zero tolerance for cheerleaders. Now you can see why that is.
Interesting: on Seeking Alpha I see SOUN has Quant Rating Strong Buy 4.96 (out of 5). Also: Wedbush maintains its Outperform rating on the stock and increased its price target to $22 from $10. On the other hand no doubt the stock is hugely expensive. MC=$8B, last quarter revenue is $25M. That gives up P/S=80 ! That's a huge number. Revenue guidance given in company's Presentation this month: "In 2025, expecting to be a range of $155 - $175 million in revenue". Let's assume avg $165M. That will give us forward P/S=48.
Sorry, Seeking Alpha? The same firm that was just pumping QUBT stock? That's what you're trying to throw up as compelling evidence here? And Wedbush that just spouts anything out their ass to draw clicks? Seriously? This is not a pulpit to cheerlead stocks Stan. You know this by now. Yes, the stock is stupid expensive. You are right about that. Joe P.
Have you looked at the past of Wedbush? "According to its FINRA Broker Report, the firm reportedly has 206 disclosure events on its broker record including 142 regulatory events, 60 arbitrations and 3 civil events," per White Law Group. Past violations include pump-and-dump activities. So let's not cite that shoddy outfit around here please. Joe P.
You're very welcome and thank you for the kind words. These names have all been covered in past pieces on our website (over 2,400 research pieces now) and/or in videos. It's best to just google a company name + nanalyze and that usually surfaces the most recent content. Paying subscribers can email us anytime and we'll send them pieces they're looking for.
Thanks for the research and insight 👍🏽 It’s very helpful when someone digs up older claims and statements that can be put to the test after some time to gauge their credibility.
Do you think long term it's any good? I've made a good return on SoundHound and think it corners a niche, but by the sounds of it, we might be looking at a SMCI mk2? I'll be watching the full video before market close but currently traveling. Looks like I'll be selling a good part of my position though lol
This is a company trading at 128 x sales. I am an investor in a company that does the same thing in the hospitality space, growing at the same rate, but private, and we’d be psyched to get 5x sales for this company.
I've listened to several different pundits today, looking for knowledge. I have to say I find you, yours most credible. Keeping things real with people will benefit not only existing subscribers/customers(?) but yourself as well. I personally know just enough to lose my behind. So, getting real info that I can more or less understand is GREATLY appreciated friend. GOD bless you and yours. David in Kentucky
The stock has been and continues to be pumped by individuals whose motivations we have no ability to assess. It is objectively overvalued. If they hit the 90% growth target for Fiscal 2025 then they'll still be borderline too rich for our interests. Let's see what happens.
That's great you have some paper gains but it doesn't address a single point of contention raised in this video. Plenty of retail investors round trip these hyped names from paper gains to realized losses.
@Deshen777 Investing isn't some pissing contest, nor is it some battle between good and evil. You'd be best served to address the points of contention raised in the video instead of dismissing them.
Many metrics point to the market being expensive, but it's always possible that it can stay expensive for longer than we expect. We don't try to time it.
What’s your opinion about opendoor now? It seems like a lot of (not all of it)uncertainty you mentioned early 2023 is being wiped out, just the housing interest rate still high, but don’t think that will last forever
Our videos take at least a day of research to produce and are typically based on past research pieces. Opendoor isn't in our queue at the moment because we have 100s of other topics that are already slated. We're always happy to answer questions that require research resources on our Discord server where all paying subscribers can benefit. ;) Joe P.
I might walk that back a bit. It appears to be quite the popular stock actually, but our last video didn't generate much interest. Hard to say, but it's on our radar now and added to the queue for a possible follow up. Joe P.
@@xingzhengzhao3083 All paying subscribers have access. Just respond to any email we send as a paying subscriber and we'll send you an invite. Note that paying subs freely avail themselves of our research team all the time, as they're the ones that make this channel possible.
Thanks for breaking things down in such detail, seems like this ticker has turned a bit "Meme-ish", just ask the RUclips life coaches 😂. I'd love to get your take on CVNA, I've been going through lots of their SEC filings lately, I think it's on the verge of a significant collapse. I'm going to subscribe and start searching your posts, great break down... thanks for the post!
You're most welcome. As you can imagine we have a metric ton of potential topics to cover and a content roadmap that extends out quite a bit. We pay the most attention to our customers who raise names on Discord because they pay the bills. That said, I have noticed banter around this name before and the interest is noted. Joe P.
Thank you for this valuable information you’ve presented. I was thinking about investing in sound hound because of the spike. Now that I’m equipped with this info(thanks to you), I wouldn’t.
We're not saying it won't move higher because the market is a big casino these days. It is objectively overvalued and being pumped. Those are simple facts. Many people are often suddenly attracted to stocks when they start moving upwards sharply. That's because they're likely investing in stocks, not companies.
@mebeamengestu8330 if you want to invest on this stock, think long term investment and i believed you will be fine. Open a small position and dollar averaging the rest of the way
I looked into this stock after the youtube hype...saw a lot of dilution, losses, and noticed CEO selling into the pump in sec website. Saw your video and you confirmed the factual information. Subscribed. Also compared your video to other youtubers pumping this POS and unsuscribed to those.
Thank you for the vote of confidence! Our channel is run by tenured investment professionals with extensive experience so you're not going to get any of that clout chasing BS so frequently encountered on other channels out there. We take a proven risk averse approach that works very well in helping to uncover land mines. We presents facts and people can use them to make better investment decisions. Great to have you as a subscriber!
We have 1000s of paying subscribers who we work for and they help decide what gets covered. Enough of them have asked for a piece on gold investing so that's on the radar. We won't get into specific stocks much. Really glad to hear you're enjoying our content!
You need to make your own decisions based on your own convictions. This has become a meme stock now, and priced way beyond perfection. Either the fundamentals need to catch up or it will revert to the mean. We're seeing more cheerleaders pumping this stock than any other right now. Big red flag in itself.
the real issue for the company is that its not 5 years ago, as tech stands now you can build this same AI model yourself locally , of course if its just some one messing around they wont mind paying a fee per AI token, but if some one is planning to use a application like this productively a few K$ on to a workstation or just spend less to upgrade your desk top with 2 4060 ti 16GB is going to get you allot better bang for your buck, also your business wont be playing catch in 5 years because you dont have a real understanding of machine learning , all this software is free right now , though it is not "packaged" for consumer use, you will need to be able copy and paste some code to get to work , but once its up , it can make about what ever software you want .
You make a good point about how advancing capabilities mean this sort of functionality is no longer novel. NLP services stand to become a commodity with a race to the bottom on pricing.
In general Soundhound AI is a successful company, but meteoric rise of SOUN stock is closely related to NVDA rise. So I think NVDA pulled SOUN up, but at some stage NVDA will have larger correction and will pull SOUN price down .. So the biggest danger for SOUN is what happens to NVDA ..
Let's be frank here. What's making SoundHound stock go up is the cult of cheerleaders out there, none of who are willing to recognize any of the issues this video raised. Vapid speculative statements are best served up over at Reddit. Here we back things up with facts and sound reasoning. Joe P.
@Nanalyze you did indeed. It's much easier sending your links to my friends than sending them paragraph messages they probably won't read, even though they asked.
A classic amateur hour mindset is that people who provide commentary on stocks have to be short or long. This binary viewpoint is just plain wrong. Joe P.
Hold on a minute there professor. Are you saying to sell shares right before the stock price drops? Why didn't we think of that? You learn something new every day. ✍️✍️✍️
That's false. We pointed out why in our video. NVIDIA's investment in Soundhound was made back in 2017. Media outlets inaccurately claimed that it was made three quarters ago. The only reason it came up three quarters ago is because that was the first time NVIDIA was required to file a 13F, since ARM went public. We pointed this out because many wrongly believe that this investment was recent.
There is a lot of competition in the NLP space that we've been covering for a long time now. This company has grown very slowly over the years for being a leader in their domain.
A toddler could open chat GPT and order burgers. Company has no competitive edge worth 40% over market value. Very little support down to $8 & will crash hard. Insiders who sold will be laughing in a bugatti soon.
Company executives just love these cheerleader types. In fact, some executives out there encourage this behavior which says a lot about their integrity.
Thank you for taking the time out of your busy day to add so much value to our audience. The way you explain away all the points of contention we raised with well articulated thoughts is truly admirable. We're all better for it.
I'm old enough to remember when the Fool was quite good. At some point they seem to have sold out. There must not be a managing editor who screens on quality because some of the stuff they're publishing is objectively trash and misleads investors. The entire financial domain is built on trust and integrity. I'm not seeing that from the Fool. As for Soundhound, it's clearly being pumped quite heavily as reflected in the valuation. It's not a stock we'd be interested in. Others might have looser rules. Joe P.
@@Nanalyze Clearly you are interested in this stock otherwise you wouldn't be covering it and spent so much time researching on it. I'm sure you would like a peace of the pie but its over valued for sure. The current market is full of hype stock right now, not just AI. For example, Quantum computing everything is hype. Make money while you can and use the opportunity to make gains as talk is cheap. Can't win just join the hype train.
@@MrKevotoo Not sure what point you're trying to make here. We cover over 460 tech stocks and over 200 dividend growth stocks. This is one of the most popular stocks out there right now as evident by the traction this video is getting. No, we don't want anything to do with this stock for reasons presented in the video your probably didn't watch. Take your "join the hype train" bullshit somewhere else because this is a community of professional investors, not lumps of lead who treat the market like a casino. Hopefully that clears some things up for you. Joe P.
Subscribe for more content on investing in AI: ruclips.net/user/nanalyze ❤
Nanalyze, wish you would analyze SentinelOne!😂
The interest is noted. As you can imagine we have a massive queue of topics waiting to be covered :)
Sounhound went up another 23% on Friday with heavy volume (more than 10 times the average vol). Do you think this is too much hype? In other words, it is going to come down hard. What do you think?
@@akirasuzuki8378 The video explains exactly what we think. Invest in companies, not stocks. Short-term price action based on a legion of cheerleaders pumping a stock has no bearing on the company itself.
@@BILLINICO That's wrong. It's increasing in value because it's being hyped. You can simply look at the fundamentals and very clearly see this. To try and ignore it is what cheerleaders do and they're not welcome here.
bought at 6.3 for 5k shares, sold half today and see what the rest would do. completely disconnected price vs valuation so i'll take profit any day.
No one ever went broke taking profits. It's always worth setting some objective rules for when to sell a stock to take the guesswork out of it, in our opinion at least. :)
The price is up crazy. Sounds like you’re saying it’s going drop back down to old ranges
@@fancykingz6251 it might and I'm not trying to time the top. Taking some profit never hurts.
@@fancykingz6251 The video is pretty clear as to what we're saying. Two things are certain in hype cycles. 1) The fundamentals catch up with the valuation, or 2) we see mean reversion.
The best investors were the dead. It perfected the art of cycles in investing.
The Motley Fool is the reason why a lot of kids in their early 20’s open brokerage accounts, it’s also the reason why 5 years later they’re sitting at a 80% loss having only invested once and will tell you “investing doesn’t work for me” 😂
Social media has also been one of the worst things that ever happened to young investors.
@@themusic6808 you nailed it beautifully. I have lost from their recommendations but now do my own research.
You've provided an interesting anslysis but you forgot about the technological aspect. From the perspective of a person who research and worked with neural networks, ML and AI development I know that the idea of implementing the real time voice interaction was there but computing power and access to sufficient data was not. SOUN could exist 20 years but 20 years ago you had no chance of building a system that could capture your voice command, extract crutial information, disregard noise and give a meaninful answer. Early attempts were very poor. SOUN had an opportunity to research the idea, build up a network of potential customers, develop, train and continously improve their models. Companies like Apple and Samsung could develop similar tech due to an access to data from phone conversations for example but there is a lot of controversy behind gathering and using that data. As an investor you should make an attempt to understand how the tech actually works before giving an ultimate judgment.
Doesn't look like you've attempted to address or excuse any of the many points of contention raised in the video. That's great that you're able to parrot the company's marketing literature about how great the technology is but the proof is ALWAYS in revenue growth. As the video points out, there are some concerns to be had there for this nearly 20 year old company that just acquired an even more ancient company that they hope will somehow propel their growth 95% this year. After all their failed SPAC deck promises, let's see if that happens.
There is much truth to this statement. It is not until just recent with the developments in computational AI that this software will really begin to achieve it's true potential. However Nanalyze makes great points and convinced me that this stock is mostly speculation. There is a difference between sound investments and speculation which is why I withdrew most of my position less the gain's ive received in the market. Though there is not much there I feel much more safe leaving my profit in the stock alone and taking my initial investment. Now I am in for the long haul! Best,
@@rickstandish6932 Yes, the stock is being pumped to the moon by meme stock types and it will not end well. We've seen this countless times before in the decades we've been covering tech stocks.
@@Nanalyze It is apparent and I appreciate your coverage on this. I'll hold what little I have in hopes that there may be tangible gains in the future. Otherwise it is all very speculative! Keep the vids coming! Thank you!
I have held some SH stock for 2 years now. I sold 80% of my position when it hit 13.50. You presented everything very well and factual. I think however, it makes me wonder what the correct process is to evaluate a young software company and If i just didn't get very lucky with SH. Overall, your evaluations are very solid and I believe this is why Buffett avoids many techs stocks. Your video certainly makes me think much deeper about my investing. Thank you for this and keep the videos coming please.
Please note this "young" software company is nearly two decades old, and the firm they just acquired is even older. Here is our methodology on how to take a risk averse approach to tech investing for all type of tech companies :) www.nanalyze.com/nanalyze-premium-articles/
We hold over 30 disruptive tech stocks with a lot more promise than this company, so it's not a matter of avoiding tech. It's calling out hype when we see it, and this is clearly being hyped to no end. Really glad to hear you are enjoying tour content! We'll keep it coming. We run two strategies - disruptive growth and dividend growth. Joe P.
SOUN down 50% since 26Dec2024. I've subbed. Rule #1 when I was a doing the books for a building company was "be conservative" and reining-in enthusiastic managers was a monthly issue.
Thank you for the sub! Valuation matters and "this time is different" will always be the bane of investors who chase hype. Your rule makes a lot of sense.
You know a company is near its end when Nanalyze does the review 🤣
We've been doing this a long time and there's one thing that's sure as death and taxes. The irrationality of the herd far exceeds whatever it is we think they're capable of. Nobody knows where the proverbial top will be, but you can be sure that either the fundamentals will catch up or we'll see mean reversion.
And this is where the "fundamentals don't matter" people will chime in and you realize it's far worse than you thought.
Excellent analysis. Saw a video suggesting Soun. So glad youtube suggested your video. Will stay away from this. I like to own stock for lifetime. Not worry about hype.
Probably the most hyped stock out there right now. Huge avoid for us.
Finally, I was waiting for someone to put the facts out there.!!! Nice work, and I’m in Soun but I will be taking profits real soon, and probably come out completely! Insiders always sell the shit out of it when it pumps, plus the 50% rule when a stock pumps !! Great info!!!!!
Always best to use a valuation metric to gauge whether or not a stock is overvalued or not. Glad you found the piece useful.
I bought sounai. Sold half when doubled and took investment.sold other third when tripled….I believe conversational ai chatbots increase efficiency of Fortune 500 and good to see their diversification…. So planning to hold remaining 1250 shares for long time
We invest in companies, not stocks, and we hold - ideally - for horizons measured in decades. So hype does nothing but make your decisions more difficult. That's why we have a zero tolerance for cheerleaders. Now you can see why that is.
On Jan 7th at CES SOUN will show you what they have been working on with NVDA. Its not a stock stash as you say.
We're not interested in what happens at a glorified marketing event until it turns into actual revenue.
"25 year old life coach RUclips analysts".....priceless!!!
Kind of true in some cases though innit ;)
Interesting: on Seeking Alpha I see SOUN has Quant Rating Strong Buy 4.96 (out of 5). Also: Wedbush maintains its Outperform rating on the stock and increased its price target to $22 from $10. On the other hand no doubt the stock is hugely expensive. MC=$8B, last quarter revenue is $25M. That gives up P/S=80 ! That's a huge number. Revenue guidance given in company's Presentation this month: "In 2025, expecting to be a range of $155 - $175 million in revenue". Let's assume avg $165M. That will give us forward P/S=48.
Sorry, Seeking Alpha? The same firm that was just pumping QUBT stock? That's what you're trying to throw up as compelling evidence here? And Wedbush that just spouts anything out their ass to draw clicks? Seriously? This is not a pulpit to cheerlead stocks Stan. You know this by now. Yes, the stock is stupid expensive. You are right about that. Joe P.
Have you looked at the past of Wedbush? "According to its FINRA Broker Report, the firm reportedly has 206 disclosure events on its broker record including 142 regulatory events, 60 arbitrations and 3 civil events," per White Law Group. Past violations include pump-and-dump activities. So let's not cite that shoddy outfit around here please. Joe P.
Please 14:21 review QBTS, RGTI, SOFI and NNOX. You are one of the few that we can trust. Thank you.
You're very welcome and thank you for the kind words. These names have all been covered in past pieces on our website (over 2,400 research pieces now) and/or in videos. It's best to just google a company name + nanalyze and that usually surfaces the most recent content. Paying subscribers can email us anytime and we'll send them pieces they're looking for.
I bought a few thousand shares of IONQ, QBTS and RGTI. Just wondering if you could help us analyse these Quantum shares. Thanks a lot.
@@jwktse Please stay on topic. Quantum stocks covered here: ruclips.net/video/vMuJm938Fec/видео.html
Thanks for the amazing analysis. A1 top notch stuff.
Thank you for the kind words
Thanks for the research and insight 👍🏽 It’s very helpful when someone digs up older claims and statements that can be put to the test after some time to gauge their credibility.
You're most welcome! Yes, it's very important management teams are held accountable for what they say.
Do you think long term it's any good? I've made a good return on SoundHound and think it corners a niche, but by the sounds of it, we might be looking at a SMCI mk2? I'll be watching the full video before market close but currently traveling.
Looks like I'll be selling a good part of my position though lol
The video states all the points of contention we have with the company. Investors can then use that to make more informed investment decisions :)
This is a company trading at 128 x sales. I am an investor in a company that does the same thing in the hospitality space, growing at the same rate, but private, and we’d be psyched to get 5x sales for this company.
This is a helpful comparison. That's exactly what we're saying - this company is incredibly richly valued!
I've listened to several different pundits today, looking for knowledge. I have to say I find you, yours most credible. Keeping things real with people will benefit not only existing subscribers/customers(?) but yourself as well.
I personally know just enough to lose my behind. So, getting real info that I can more or less understand is GREATLY appreciated friend.
GOD bless you and yours. David in Kentucky
Much appreciated, David! We try to keep things straightforward and unbiased here. Glad you found this useful!
Thanks for the valuable lesson.
Do you think all the RUclips videos about SOUN are a part of the explanation for the current increase in its price?
The stock has been and continues to be pumped by individuals whose motivations we have no ability to assess. It is objectively overvalued. If they hit the 90% growth target for Fiscal 2025 then they'll still be borderline too rich for our interests. Let's see what happens.
Also note that this video was recorded some days ago. Their simple valuation ratio now exceeds 50. Extremely overpriced and being pumped heavily.
I am +1,350% for the last 2 years with SOUN. Cost basis: $1.5.
That's great you have some paper gains but it doesn't address a single point of contention raised in this video. Plenty of retail investors round trip these hyped names from paper gains to realized losses.
@@Stan_144 it is going to go under 1 dollars in a couple of years.
@@Deshen777 😁😁 we aint selling lol nice try buddy
@Deshen777 Investing isn't some pissing contest, nor is it some battle between good and evil. You'd be best served to address the points of contention raised in the video instead of dismissing them.
You should at least take your initial investment off the table and now play with house money! Maybe take a little profit even.
Is Wall Street pumping right now? Feels like an artificial high.
Many metrics point to the market being expensive, but it's always possible that it can stay expensive for longer than we expect. We don't try to time it.
What’s your opinion about opendoor now? It seems like a lot of (not all of it)uncertainty you mentioned early 2023 is being wiped out, just the housing interest rate still high, but don’t think that will last forever
Our videos take at least a day of research to produce and are typically based on past research pieces. Opendoor isn't in our queue at the moment because we have 100s of other topics that are already slated. We're always happy to answer questions that require research resources on our Discord server where all paying subscribers can benefit. ;) Joe P.
I might walk that back a bit. It appears to be quite the popular stock actually, but our last video didn't generate much interest. Hard to say, but it's on our radar now and added to the queue for a possible follow up. Joe P.
@@NanalyzeI believe I can’t find the link of your discord community, my bad.
@@xingzhengzhao3083 All paying subscribers have access. Just respond to any email we send as a paying subscriber and we'll send you an invite. Note that paying subs freely avail themselves of our research team all the time, as they're the ones that make this channel possible.
Either short or missed the boat, very poor DD. Check the history of growth stories!
Maybe you should actually watch the whole video. Also, we don't invest in stories.
Brilliant reporting.
Thank you sir!
Thanks for breaking things down in such detail, seems like this ticker has turned a bit "Meme-ish", just ask the RUclips life coaches 😂. I'd love to get your take on CVNA, I've been going through lots of their SEC filings lately, I think it's on the verge of a significant collapse. I'm going to subscribe and start searching your posts, great break down... thanks for the post!
You're most welcome. As you can imagine we have a metric ton of potential topics to cover and a content roadmap that extends out quite a bit. We pay the most attention to our customers who raise names on Discord because they pay the bills. That said, I have noticed banter around this name before and the interest is noted. Joe P.
@@Nanalyze thanks Joe, will most likely hop on the discord plan, all the best!
Retail investors only trade on hype no regard to valuation. it will end badly for many.
Seems to be the situation in many cases
Please can you make a video on applied digital please 🙏🏼
We have a massive queue of potential topics with preference given to those raised by paying customers on our Discord server ;)
So the fact that they appeared on the NVIDIA 13F is worth a poke around. It's in the long queue to take a look at. Joe P.
Fast forward 10 days, the stock has rocketed almost 60% more.
Exactly proving our points, yes. So any thoughts on the points of contention raised in this video?
@@Nanalyze speculative, at best. What goes up must come down, eventually. We just don't know when or how.
@@dmvbay2535 Retail speculators nearly always have their asses handed to them over time. We're investors who invest in companies, not stocks ;)
And then crashed.., lol
Great Report!
Thank you sir
Thank you for this valuable information you’ve presented. I was thinking about investing in sound hound because of the spike. Now that I’m equipped with this info(thanks to you), I wouldn’t.
We're not saying it won't move higher because the market is a big casino these days. It is objectively overvalued and being pumped. Those are simple facts. Many people are often suddenly attracted to stocks when they start moving upwards sharply. That's because they're likely investing in stocks, not companies.
@mebeamengestu8330 if you want to invest on this stock, think long term investment and i believed you will be fine. Open a small position and dollar averaging the rest of the way
Nice review of soundhound 😊
Thank you!
I looked into this stock after the youtube hype...saw a lot of dilution, losses, and noticed CEO selling into the pump in sec website. Saw your video and you confirmed the factual information. Subscribed. Also compared your video to other youtubers pumping this POS and unsuscribed to those.
Thank you for the vote of confidence! Our channel is run by tenured investment professionals with extensive experience so you're not going to get any of that clout chasing BS so frequently encountered on other channels out there. We take a proven risk averse approach that works very well in helping to uncover land mines. We presents facts and people can use them to make better investment decisions. Great to have you as a subscriber!
Great content ! Can you please do a segment on Kinross Gold Corporation (KGC) ?
We have 1000s of paying subscribers who we work for and they help decide what gets covered. Enough of them have asked for a piece on gold investing so that's on the radar. We won't get into specific stocks much. Really glad to hear you're enjoying our content!
Thanks for your take on this ai company I will surely sell off on Monday morning
You need to make your own decisions based on your own convictions. This has become a meme stock now, and priced way beyond perfection. Either the fundamentals need to catch up or it will revert to the mean. We're seeing more cheerleaders pumping this stock than any other right now. Big red flag in itself.
the real issue for the company is that its not 5 years ago, as tech stands now you can build this same AI model yourself locally , of course if its just some one messing around they wont mind paying a fee per AI token, but if some one is planning to use a application like this productively a few K$ on to a workstation or just spend less to upgrade your desk top with 2 4060 ti 16GB is going to get you allot better bang for your buck, also your business wont be playing catch in 5 years because you dont have a real understanding of machine learning , all this software is free right now , though it is not "packaged" for consumer use, you will need to be able copy and paste some code to get to work , but once its up , it can make about what ever software you want .
You make a good point about how advancing capabilities mean this sort of functionality is no longer novel. NLP services stand to become a commodity with a race to the bottom on pricing.
In general Soundhound AI is a successful company, but meteoric rise of SOUN stock is closely related to NVDA rise. So I think NVDA pulled SOUN up, but at some stage NVDA will have larger correction and will pull SOUN price down .. So the biggest danger for SOUN is what happens to NVDA ..
That doesn't address any of the points of contention raised in the video which suggest exactly opposite of what you're claiming here.
Let's be frank here. What's making SoundHound stock go up is the cult of cheerleaders out there, none of who are willing to recognize any of the issues this video raised. Vapid speculative statements are best served up over at Reddit. Here we back things up with facts and sound reasoning. Joe P.
good analysis. i know it when i see it.
Glad you enjoyed the piece!
Is leonardo drs an interesting stock to analyse?
Suggested stocks to cover are best raised on Discord so our paying subscribers can provide input :)
@ as a non paying subscriber iam sad to read this ;). Thanks for the reply and keep up the good work!
What is the sound a pig makes when crashing on the ground from the 4th floor? SPAC
Hah. Good one.
I've been waiting for this one!
Really glad to hear we anticipated your needs! :)
@Nanalyze you did indeed. It's much easier sending your links to my friends than sending them paragraph messages they probably won't read, even though they asked.
Very useful information.
Glad you found this useful!
Are you acting on your research and going to short it?
Watch the video before you comment please
A classic amateur hour mindset is that people who provide commentary on stocks have to be short or long. This binary viewpoint is just plain wrong. Joe P.
So your a shortie huh?
Maybe you should watch the video. ;)
If you are already in…Just ride on the profit and exit when it drops
Hold on a minute there professor. Are you saying to sell shares right before the stock price drops? Why didn't we think of that? You learn something new every day. ✍️✍️✍️
when do we know it will drop>?
@@InfluencerPodcast2023 Our Romanian fortune teller says she'll communicate the answer to your question telepathically sometime next week
@@Nanalyze thanks
Kinda of upset I could only give this video only 1 thumbs down 👎🏾
You could always make some more accounts.
Sure?
@@orchardmudtwin 😅😅😅it’s at $13 from $22
NVDA bought SOUN 3 quarters ago, not 7 years ago as you said.
That's false. We pointed out why in our video. NVIDIA's investment in Soundhound was made back in 2017. Media outlets inaccurately claimed that it was made three quarters ago. The only reason it came up three quarters ago is because that was the first time NVIDIA was required to file a 13F, since ARM went public. We pointed this out because many wrongly believe that this investment was recent.
I wouldn't be making RUclips videos if I could foresee the future.
Nobody can. Always best to present facts and then make decisions based on them using a consistent rules-based approach.
Its a transition stock. I dont think it has long term legs. Im passing on this.
There is a lot of competition in the NLP space that we've been covering for a long time now. This company has grown very slowly over the years for being a leader in their domain.
A toddler could open chat GPT and order burgers. Company has no competitive edge worth 40% over market value. Very little support down to $8 & will crash hard. Insiders who sold will be laughing in a bugatti soon.
Company executives just love these cheerleader types. In fact, some executives out there encourage this behavior which says a lot about their integrity.
a good buy at 2. long ago, not now
We invest in companies, not stocks
overvalued I feel
Yes, yes it is. By all objective measures.
❤
Appreciate the love!
I’ll say bye to you and buy to SOUN…
Thank you for taking the time out of your busy day to add so much value to our audience. The way you explain away all the points of contention we raised with well articulated thoughts is truly admirable. We're all better for it.
Great,great,great
It's really being pumped hard. Proceed with caution.
We could be in correction territory tomorrow if the downward trend doesn’t stop.
Downward trend? Are you looking at the right stock?
I sold made money on soun ill do it again please crash!
This comment isn't useful. Can you please address the facts raised in the video so we all benefit? Thank you
Joe 102 vs. Motley Fool 0
I was thinking of buying Soundhound until I saw your comprehensive analysis. Thank you, Sir!
I'm old enough to remember when the Fool was quite good. At some point they seem to have sold out. There must not be a managing editor who screens on quality because some of the stuff they're publishing is objectively trash and misleads investors. The entire financial domain is built on trust and integrity. I'm not seeing that from the Fool.
As for Soundhound, it's clearly being pumped quite heavily as reflected in the valuation. It's not a stock we'd be interested in. Others might have looser rules. Joe P.
@@Nanalyze Clearly you are interested in this stock otherwise you wouldn't be covering it and spent so much time researching on it. I'm sure you would like a peace of the pie but its over valued for sure. The current market is full of hype stock right now, not just AI. For example, Quantum computing everything is hype. Make money while you can and use the opportunity to make gains as talk is cheap. Can't win just join the hype train.
@@MrKevotoo Not sure what point you're trying to make here. We cover over 460 tech stocks and over 200 dividend growth stocks. This is one of the most popular stocks out there right now as evident by the traction this video is getting. No, we don't want anything to do with this stock for reasons presented in the video your probably didn't watch. Take your "join the hype train" bullshit somewhere else because this is a community of professional investors, not lumps of lead who treat the market like a casino. Hopefully that clears some things up for you. Joe P.