Great video again! I'm celebrating a $3M Dividend portfolio today. I Started investing much time and money into this. I am also with the right Investment Advisor, who handles my portfolio and executes my trades. Now I have steady dividend income and time for my family as well ❤✅
Hi man, thanks for sharing this info. You should add an option on your website for a one-month subscription so that we can see if we connect with the content or not. Also, is your entire portfolio visible? Can we see at what prices you bought the stocks? It’s too expensive to pay for a full quarter, so I’d appreciate it if you could offer a one-month payment option. Thank you very much.
The new AI servers of the hyperscalers need a lot more DRAM of previous servers. The production of memory chips is an oligopoly of 3 companies. GPUs need HBM and SK Hynix is leading in this segment while Samsung and Micron are trying to recover. Actually SK has all 2024 and 25 HBM prodction sold out. The stock is trading at 5 x last quarter annualized earnings. On top of that the DRAM demand from PCs and smartphones is turning around thank to the new generation of AI PCs and smartphones.
Great video again! I'm celebrating a $3M Dividend portfolio today. I Started investing much time and money into this. I am also with the right Investment Advisor, who handles my portfolio and executes my trades. Now I have steady dividend income and time for my family as well ❤✅
Essmildaa Morgan is well known, just look her up
Holy Smokes, congratulations. Investing can be complex, it's so smart to get professional guidance when building a financial portfolio.
I like how you skipped INTEL from list of suggestions 😅
Hi man, thanks for sharing this info. You should add an option on your website for a one-month subscription so that we can see if we connect with the content or not. Also, is your entire portfolio visible? Can we see at what prices you bought the stocks? It’s too expensive to pay for a full quarter, so I’d appreciate it if you could offer a one-month payment option. Thank you very much.
exciting times!
Palantir is all I need.
I concur!
How much more upside can possibly have
Cloudflare should benefit as inference costs increase relative to training costs and time to first token becomes a more important metric.
The new AI servers of the hyperscalers need a lot more DRAM of previous servers. The production of memory chips is an oligopoly of 3 companies. GPUs need HBM and SK Hynix is leading in this segment while Samsung and Micron are trying to recover. Actually SK has all 2024 and 25 HBM prodction sold out. The stock is trading at 5 x last quarter annualized earnings. On top of that the DRAM demand from PCs and smartphones is turning around thank to the new generation of AI PCs and smartphones.
Intel new developments ?
Can you do a video on POET stock? Pre-Rev. But I would really like to know your thoughts on growth outlook. Thx
🎉
👍
Pltr
No Chinese stocks in that list. I think it's a mistake. China is actually make impressive progress with AI as well.
Yeah they are way ahead in ai surveilance and facial recognition.
That isn't uncommon. I think there is a general distrust of the financials of companies in the PRC.
@@marveyblamonto autonomous driving, military drones, etc.
Baba?