AI STOCK BUBBLE? POP!
HTML-код
- Опубликовано: 19 фев 2024
- Several AI narrative stocks have gone parabolic in the past year. This includes NVDA stock, AMD stock, PLTR stock and others. While I believe the AI revolution is real and will play out in the coming decades, it doesn't mean shareholders will have a smooth ride from here.
TAKE CHARGE OF YOUR FINANCIAL JOURNEY:
✅ : www.unrivaledinvesting.com
💡UNRIVALED INVESTING MEMBERSHIP: Includes weekly letters with new stock ideas, stock market commentary, real-money portfolio updates, and a community of like-minded investors at Discord (for Premium subscribers).
📈: WHICH BROKERAGE DO I USE?
► Interactive Brokers Link: www.interactivebrokers.com/mk...
🤖 LEVERAGE AI FOR YOUR STOCK RESEARCH:
www.AITICKERCHAT.com
FREE first month CODE: Free1MonthTrial
UPDATE: Now includes nearly all U.S. stocks above a $300 million market capitalization!
🎁FREE Stock Analysis Tools: • A GIFT for you! New Fr...
🎓AFFORDABLE EDUCATIONAL COURSES!
► Learn how to RESEARCH financial statements: www.unrivaledinvesting.com/of...
► Learn how to VALUE stocks: www.unrivaledinvesting.com/of...
🐦 Twitter: @UnrivaledInvest
DISCLAIMER:
This video is purely for informational and educational purposes. This is NOT investment advice. You should not treat any opinion expressed by Daniel or Unrivaled Investing as a specific inducement to make a particular investment or follow a particular strategy but only as an expression of opinion. Daniel and Unrivaled Investing are not under any obligation to update or correct any information provided on this website or in these videos. Daniel and Unrivaled Investing’s statements and opinions are subject to change without notice.
You should be aware of the real risk of loss in following any strategy or investment discussed in this video or on this website. Strategies or investments discussed may fluctuate in price or value. Investors may get back less than invested. Investments or strategies mentioned by Daniel or Unrivaled Investing may not be suitable for you. Past performance is not indicative of future results.
INTERACTIVE BROKERS DISCLAIMER:
Interactive Brokers provides execution and clearing services to its customers. UNRIVALED INVESTING is not affiliated with, recommended by or an agent of Interactive Brokers. Interactive Brokers makes no representation and assumes no liability to the accuracy or completeness of the information provided in this video. For more information regarding Interactive Brokers, please visit www.interactivebrokers.com.
None of the information contained herein constitutes a recommendation, offer, or solicitation of an offer by Interactive Brokers to buy, sell or hold any security, financial product or instrument or to engage in any specific investment strategy. Investment involves risks. Investors should obtain
their own independent financial advice and understand the risks associated with investment products/ services before making investment decisions. Risk disclosure statements can be found on the Interactive Brokers website.
UNRIVALED INVESTING is a customer of Interactive Brokers. Interactive Brokers and UNRIVALED INVESTING have entered into a cost-per-click agreement under which Interactive pays Unrivaled Investing a fee for each click-through of the Interactive Brokers URL posted herein.
Take charge of your financial journey with expert investment insights, stock ideas and market commentary at www.unrivaledinvesting.com! Thank you to all the UNRIVALED INVESTING subscribers that keep this channel going!
When it comes to tech, you can't even look at free cash flow because half it that is stock based compensation
PLTR is actually signing net new business within the sector they needed to see growth (Commercial) AND have a history of customers who continue to purchase more (net retention rate of 108%). Great signal for the future.
Good Video. I was wondering what websites and/or software are you using with your stock analysis?
what is meant by ' the benefit that you get by valuation is close to there' how comes? at 2:15 ..
Do RUclips videos feed Google AI video models? Are content creators giving up their likeness to their AI in the terms of service?
AI is the bubble that will keep ballooning 👌
Can you do a analysis on 3M? It’s valuations are looking very interesting
Nice informative video, thanks!
Very nice and educational video 👏👏
Great video.
Thanks 👍
Great take! People forget that there will be many so many companies benefiting from productivity increases from AI. Personally, I'd rather invest in these companies who show that they are using AI to make their business profitable rather than markets I don't understand as will, like the chip markets. Just wait till robotics catches up. That's where the real economic gains will be IMO.
if we see technically the best indicator to nvidia growth rate is see all the cloud company capex plans (like if they start to slow down so will Nvidia growth at least a good prediction)
If we look very close it's quite accurate too , meta huge capex for metaverse+ Microsoft plans to scale AI in azure with open ai and then aws and gcp following the same with their own demand.
NVDIA crushed it again.
Hey Daniel, dumb question, but why do you like FCF over something like net income, or maybe even operating profit?
Not a dumb question. Each has it's own merits but only FCF can be returned to shareholders or use for acquisitions.
I predict this was the shakeout before the massive QQQ rally led by NVDA guidance.
I keep buying.
AI Mania = Tech bubble 2.0 written all over it. Same old principle applies... early adoption tech never delivers the actual benefits on the first iteration. There will be a blow off top on the tulip mania and then we will see another tech crash.
NVDA has another 4 quarters of this.
👍
Groq's chip has very small memory that it needs 300+ Groq cards to serve Liama-2 which could be served by eight H100. The cost to serve the same model using Groq's chips is 40 times higher than H100.
Groq may be a gamechanger. NVDA will probably buy it out and kill it to protect its GPU chips
Bye Bye Humans!
Value investors often struggle watching other people make money.
Not really. Value investors enjoy watching their investments go higher over time. Who cares what happens to other people's investments.
This is a silly comment. Shows a lack of an argument and actually suggests you didn't even watch the video.