We are releasing update after update after update to Qualtrim. The new Earnings Calendar is the latest thing but not the last. We have more stuff launching next month. Try it out now by joining the Patreon. You can try out Qualtrim here: www.patreon.com/josephcarlson How to sign up for Qualtrim: First join the Patreon, once you have an active patreon membership, then simply create a Qualtrim account using the same email you used for Patreon. Your qualtrim account should then automatically validate after a few minutes. You can always send me a direct message on Patreon if you run into any issues. Patreon includes: - Access to Qualtrim.com - Over 100 Exclusive episodes (more added every week) - Discord community that I'm chatting on every day - Money-back guarantee, if you don't love it, you don't pay. Join over 6,500 other members and try it out, risk free.
@@carlosleon9580 lol no, they can scale way better than you think. Only obstacle is regulatory, but once they can prove to them that FSD is safer, it's basically a flip of a switch. And they already have that data to prove
Hey Joseph, really cool video man. I'm 20 years old and dutch myself and thus for obvious reasons a big ASML fan, I also bought 7 shares of the company after the earnings because I firmly believe in the companies future with its Lithography monopoly. You are like my role model when it comes to investing so I'm really glad that you also think that ASML is a quality stock at a good price right now. Keep up the video's man always looking forward to your upload, Greeting a big supporter ;)
In Asia, we have grab, gojek, tada, bolt and many other local taxi & food delivery. Even, Uber had to leave some countries as the competition is fierce.
Uber leaving Asia turns out to be the right choice. Uber is the only company that is profitable now whereas grab, gojek and the other companies are still bleeding cash
I agree for ASML, I did some buys of it mostly due to the high moat it has and the future of A.I. The price dropped a lot and I think now ASML is valued as a good price.
I was expecting to hear more insight on brookfield. Some experts say is the next Nvidia. I intend buying $200K worth of it soon. I’m well positioned with good blue chip companies and A.I stocks but my concern is how to hedge against inevitable crash.
Not a bad pick. Brookfield still have some way up to go. It's always a good idea to go over it with a CFA. You might get new insights on how to go about it and that increases your chances of making huge profit.
A lot of folks downplay the role of advlsors until being burnt by their own emotions. I remember couple summers back, after my lengthy divorce, I needed a good boost to help my business stay afloat, hence I researched for one and came across someone of utmost qualifications. She's helped grow my reserve notwithstanding inflation, from 275k to 850k.
Agreed !,uber has been ordering 100 k of ev from byd.Guess they plan not to have anyrhing to do with " employees " & stuff.But,...that is going to take a while to have 4 mill ev on the street.Meanwhile ,...their stock would get reduced in price ,till something promising will show up in the picture.Thanks mate, is all democrat & buden faults.😅
@@Davide1709 Appreciate your perspective! Do you think margins will eventually erode due to a lack of sustainable competitive advantage? Seems to me they've got scale, but with a fairly undifferentiated product. Network effects are real for some products/services, but it's pretty easy to load multiple apps. Drivers already do the same thing and drive for Lyft and Uber simultaneously.
It looks like Joseph's CAGR the past 7 years is competitive with the S&P500, looks about 7.25% (not adjusting for inflation). His contribution rate is much higher now than before and it's helping him a lot.
Are you buying into ASML or waiting for it to trickle down further? I will buy more Google below 160 and then start compiling a cash position for Tesla
I don't know about Uber. As Europeans, we mostly have two options now: Uber and Bolt, in which we compare the prices before ordering a taxi. Also, the drivers use both apps and I believe that Bolt is more frequently used in most Europeans countries, at least in Poland and Romania, for which I am sure. Also, you have to take into account that in most European countries the traditional taxi's are developing their own app, which may gain a big marker share. I don't see that much growth in Uber
I sold my asml position recently. I still have some in an etf. I prefer qualcom, micron technologie, tsm and nvidia right now. Google is my favorite company
@@fitbh703like ask anyone which is the biggest sport merk, just look at what everyone wears,nike is a moat lol 8/10 would say nike is the biggest sports branch out there
Agree about Google 100%. ASML, we need to understand why it has dropped its price better but agree about being a monopoly. ASML, to us, seems like a good target for innovation. Agree on Uber, too, but it seems cash flows won't arrive til the self driving puzzle is solved. Uber and Google now, yes. ASML, we need more research.
ASML is truly a unique company, holding a near-monopoly on EUV technology that drives innovation across industries, especially during the AI revolution. Without EUV, there would be no advanced fabs-meaning no NVIDIA GPUs or Apple’s M4 chips. Their technology is easily 20 years ahead of any competition ( a critical player in the semiconductor supply chain). Just drawing a blank atm, but it was the pandemic or Suez Canal Blockage by that ship disrupting global supply chain, that caused ASML’s stock to drawdown quite a bit. I remember getting greedy and wanted even cheaper by selling puts , but it got away with small gains, missed the rally up to nearly $1,200. So I decided to finally jump in and plan to hold it long-term on recent short sighted downturn. Their guidance sees AI growth, but not so much of the other growth (Duh!) :) :) I’d really love to see you take a position here and cover it as part of your portfolio. I’m a regular viewer of your channel and truly appreciate your diligence in analyzing great companies. Admittedly, I do have an ulterior motive-I’d enjoy seeing your insights and ongoing updates on this stock as part of your fantastic content!
Does that really means we have to rush into but buying of the mentioned stock to level up our stock growth by a greater percentage or are we to seek adviser from a professional... cause i aren't know where the stock market is actually heading to in this recent time
Find quality stocks that have long term potential, and ride with those stocks. I have found it takes someone who is very familiar with the market to make such good picks
I agree with you. I started out with investing on my own, but I lost a lot of money. I was able to pull out about $200k after the 2020 crash. I invested the money using an analyst, and in seven months, I raked in almost $673,000
My CFA Carol Vivian Constable a renowned figure in her line of work. I recommend researching her credentials further. She has many years of experience and is a valuable resource for anyone looking to navigate the financial market.
Thank you for sharing, I must say, Carol appears to be quite knowledgeable. After coming across her web page, I went through her resume and it was quite impressive.
In the meantime, Google is also buying back shares at a rate of 70 Bn/annum. For shareholders its actually not so bad if the share price stays compressed for a couple more years.
Hi Joseph. What is your take on the issues in the news that brought the stock price of ASML go down. Something related to sales to China?? Also, do you buy GOOGL class A or class C shares. I don’t get why Google offers voting rights and shares which don’t give voting rights. I don’t see many companies do that.
I’m am down 18-19% or worse on Novo Nordisk, Got in too late and with not as much moat as there is growing competition from Eli Lilly and Roche in the GLP-1 Receptor Agonist space.
@JOHAN_PERJUS i bought in a little couple days ago actually. Nice dividend nice growth I can see them keeping it up. Recent drop was a natural correction I think.
I think it's important to stick to stocks that are immune to economic policies. I'm looking atPALANTIR and other AI stocks that have the potential to power and transform future technologies. It seems AI is the trajectory most companies are taking, including even established FAANG companies
Well all i know is that you cannot go wrong taking profit at near high. No one ever went broke taking a ~20% profit. It's best if you consult with a fiduciary advisor in situations like this so you can make informed decisions.
That's a great analogy and I love the insight. Professionals could make a really big difference in investing, and I think everyone should have one. There are aspects of market trend that is difficult for the untrained eyes to see.
I have a female advisor named Stacy Lynn Staples. I recommend researching her. To be very honest, I'm glad I decided to let someone handle expanding my finances even though I almost didn't think I should.
Your videos are outstanding. Old head on young shoulders. Well thought out. Been thinking about ASML for a while and also own GOOG with a view to be adding. This video has convinced me to add more. Thank you. The only concern I have with Uber is of course Tesla, which seems to want to be everything to everyone and whether or not Uber has an enduring technological advantage over Tesla. It’s not something I can figure out in my head. What I do know is I can’t stand Elon Musk and neither do I trust his motives so I hope Uber wins that battle if it becomes one. Thanks again for all your hard efforts.
Wow three videos in one week. I like how you say that you're lucky and you reccomend stocks openly but also give pros and cons. You don't say "BUY NOW! THIS WILL MAKE YOU RICH!!" Stay pacient and keep your emotions in the right direction. The market may speed up, slow down, increase or drop but we will buy when we feel best
I’m also betting on Uber long term, they would become the middle man for all robotaxi services . Waymo and Tesla robotaxi need Uber to scale up more and not the other way round
Really love those points about Uber contracting an AV company. Based on their history of adopting all public transit options, and all the excellent competition in the AV space right now, that seems likely.
Already bought ASML a few weeks ago. Currently with a negative Performance, but the price is for me personally a good entry point in the long run. It´s also one of the few awesome european companies we have to offer imo :D
Haven't done a full review. But overall their numbers were great. A little "light" on guidance, which is fine, but every economic factor of the company is doing well. They are investing heavily in their product platform and AI integration. Credit Karma is growing fast. The stock hasn't moved much in 2024 but it went up a lot in 2023.
I own some semiconductor etfs because I don't have the money to buy all the ones I want, but also I sort of don't know how best to play that market. ASML is one i want though and the etfs aren't very heavy on it. Maybe this is the time to add that in, as you said they are a major monopoly
Joseph what’s your basis for not owning META? Seems like it could fit based off your qualifications of a good compounder to own. Really curious to hear what you think about it, bear/bull case
I live in San Francisco. Trying another ride-share platform is way more easier than ppl think. The technical barrier is also lower than ppl think (it’s still high tho). It’s gonna all about operation eventually.
I been looking at ASML for a while but while it is true ASML has an enormous moat, you need to understand that ASML makes the machines that make the “Master die” (simplified). TSMC then massproduce processors downstream, designed by Nvidia et al. Although there are service contracts, these machines are not volume sales and as such unaffected by Nvidia, Apple, AMD, Samsung, Intel (AI) sales. TSMC is probably a better bet with similar moat, same industry and volume. ASML themselves can’t even do what TSMC are using their machines for at volume. And vice versa TSMC are dependent on ASML. Then again I am just some guy on internet.
Great episode. I have a question for you. A long time ago you said in one of your episodes that once you reached $4 million you would have enough to retire. Could you make an episode where hypothetically you hit your mark. How would you invest? Would you adjust your investment thesis? As in Chess never lose site of the endgame. Fast-forward 20-30 years what's your end game look like?
I found you just couple of months back , really love love your posts and like your detailed information . I am new to investing so this is amazing . Thank you ❤
I always appreciate your ability to analyze companies and find value. I would be careful with Uber and not hold it for too long, they are a great company that is doing well. But once autonomous driving is solved Uber is going to be in for some nearly impossible to beat competition and will need to either quickly adapt or deeply diversify to survive. I can see a future where 10 years from now the societal perspective shifting to the point where people no longer trust human drivers compared to their autonomous counterparts. I know a lot of people don't like the politics of Elon Musk and that pushes them away from Tesla, but right now they are winning the autonomy race. At least that's my read on things, appreciate all your work on this channel though. It's helped me clean up my portfolio a lot and I am doing much better with my investing!
Counter argument would be Uber taking off as no longer have to pay drivers … Unless Tesla releases an Uber-like app, but still. Uber has a big install base and first mover advantage.
@@JOHAN_PERJUS Fair point for sure, but if Uber had to lease autonomy software and support I think they'd have a harder time competing on price. If Uber was able to just purchase the software outright though they could make out quite well. However Uber being a verb for people who hail rides is definitely a big point in their favor.
The stock market is definitely picking up pace right now, but I still think investors should be careful at this time. I'm actually a newbie in this space, so I'm open to hearing other investors' take on this.
I think the market is likely at its best now, but I still believe having a financial advisor is crucial to navigate the market and moderate your risk. Their expertise can really help you make informed decisions
I agree. I've been working with a financial advisor since 2020, and I return up to 15k every month, and I don't even have to lift a finger. Although I also think the reason I make this much is because I started with significant capital
Thanks for sharing your experience! I've been managing my portfolio myself, but it's not working out. Do you have any recommendations for a good investment advisor? I could really use some help.
My CFA, Joseph Nick Cahill, is a renowned figure in his field. I recommend researching his name online; you'll find all his credentials and everything you need to work with a reliable professional. With many years of experience, he is a valuable resource for anyone looking to navigate the financial market.
Thank you so much for the suggestion! I really needed it. I looked him up on Google and explored his website; he has an impressive background in investments. I've sent him an email, and I hope to hear back from him soon!
Thank you for sharing. Financial education is crucial today to show incredible resilience and discipline in the volatile market, masterfully balancing strategy and insight for success. This dedication to continuous learning is inspiring...managed to grow a nest egg of around 100k to a decent 540k in the space of a few weeks... I'm especially grateful to Milton Harper, whose deep expertise and traditional trading acumen have been invaluable in this challenging, ever-evolving financial landscape..
Milton's analyses delve deeper than surface-level trends, encompassing technical, fundamental, and sentiment analysis to offer a comprehensive view of the market.
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We are releasing update after update after update to Qualtrim. The new Earnings Calendar is the latest thing but not the last. We have more stuff launching next month. Try it out now by joining the Patreon.
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Joseph finally seriously considering $ASML
Congratulations on 400k!🎉
Thanks
Asml + Alphabet ❤
alphabet is now my biggest holding by far
i made buys at $98,$132 and recently at $165
I like both but not uber lol
My first pick is ASML, my second is Google, and my last is Uber.
you mentioned ASML...Finally! yeah!
I just bought ASML. Shares and options over next year. 200k position.
i bought 11
heavily disagree with Uber because Tesla and Google Waymo will completely demolish the sector in the long run
*in some cities, in the us … not all 80 countries
@@carlosleon9580 lol no, they can scale way better than you think. Only obstacle is regulatory, but once they can prove to them that FSD is safer, it's basically a flip of a switch. And they already have that data to prove
Hey Joseph, really cool video man. I'm 20 years old and dutch myself and thus for obvious reasons a big ASML fan, I also bought 7 shares of the company after the earnings because I firmly believe in the companies future with its Lithography monopoly. You are like my role model when it comes to investing so I'm really glad that you also think that ASML is a quality stock at a good price right now. Keep up the video's man always looking forward to your upload, Greeting a big supporter ;)
Goed bezig man!
Toen ik 20 was had ik totaal geen geld om te investeren. Goed bezig! Mooie leeftijd
In Asia, we have grab, gojek, tada, bolt and many other local taxi & food delivery. Even, Uber had to leave some countries as the competition is fierce.
Uber leaving Asia turns out to be the right choice. Uber is the only company that is profitable now whereas grab, gojek and the other companies are still bleeding cash
@@NicholasYguber also left Peru and many South America countries
any thoughts about brookfield?
Don't touch Brookfield! To much leverage
I bought so much Google it’s coming out of my ears.
I agree for ASML, I did some buys of it mostly due to the high moat it has and the future of A.I. The price dropped a lot and I think now ASML is valued as a good price.
I was expecting to hear more insight on brookfield. Some experts say is the next Nvidia. I intend buying $200K worth of it soon. I’m well positioned with good blue chip companies and A.I stocks but my concern is how to hedge against inevitable crash.
Not a bad pick. Brookfield still have some way up to go. It's always a good idea to go over it with a CFA. You might get new insights on how to go about it and that increases your chances of making huge profit.
A lot of folks downplay the role of advlsors until being burnt by their own emotions. I remember couple summers back, after my lengthy divorce, I needed a good boost to help my business stay afloat, hence I researched for one and came across someone of utmost qualifications. She's helped grow my reserve notwithstanding inflation, from 275k to 850k.
This is definitely considerable! think you could suggest any professional i can get on the phone with? i'm in dire need of proper portfoIlo allocation
Her name is ’Becky Lou Gordon’’ can't divulge much. Most likely, the internet should have her basic info, you can research if you like.
She appears to be well-educated and well-read. I ran an online search on her name and came across her website; thank you for sharing.
Risks to Uber:
Transit-oriented infrastructure
4 million "independent" drivers (and their vehicles) becoming employees...
Not risks to Uber:
Robotaxis
the drivers are always going to be contractors, aren't they?
Agreed !,uber has been ordering 100 k of ev from byd.Guess they plan not to have anyrhing to do with " employees " & stuff.But,...that is going to take a while to have 4 mill ev on the street.Meanwhile ,...their stock would get reduced in price ,till something promising will show up in the picture.Thanks mate, is all democrat & buden faults.😅
In Europe we also have Bolt and Wolt which are basically cheaper Uber... I'm not sure about their dominance position tbh.
@rudygunawan8735 are they allowed to bring BYD into America
@@Davide1709 Appreciate your perspective! Do you think margins will eventually erode due to a lack of sustainable competitive advantage? Seems to me they've got scale, but with a fairly undifferentiated product. Network effects are real for some products/services, but it's pretty easy to load multiple apps. Drivers already do the same thing and drive for Lyft and Uber simultaneously.
It looks like Joseph's CAGR the past 7 years is competitive with the S&P500, looks about 7.25% (not adjusting for inflation). His contribution rate is much higher now than before and it's helping him a lot.
I would add BN (Brookfield) here as well - A lot more to unpack but undervalued in my opinion.
Heavily disagree on Uber
I laughed when he slid in a comment "ordering on ubereats is cheaper than going to the restaurant".😂
But Joseph is a very smart guy , what do i know
@@arjansingh6797 think depends on the tip. If you tip 20% at restaurants, it could be cheaper if you only tip 10% on Uber
I feel like only people who don’t use Uber would invest in it
@@musicloveranthony I never use Uber, and I really don't have first hand experience. so I am reluctant to invest.
@@arjansingh6797It’s true, tho. Especially if you account for transportation cost.
What am I missing?
Ive been buying Lam Research in this space.
Are you buying into ASML or waiting for it to trickle down further? I will buy more Google below 160 and then start compiling a cash position for Tesla
I don't know about Uber. As Europeans, we mostly have two options now: Uber and Bolt, in which we compare the prices before ordering a taxi. Also, the drivers use both apps and I believe that Bolt is more frequently used in most Europeans countries, at least in Poland and Romania, for which I am sure. Also, you have to take into account that in most European countries the traditional taxi's are developing their own app, which may gain a big marker share. I don't see that much growth in Uber
Plus in Europe people.have got actual public transportation like trains that solve all those made up problems on autonomous taxis 😅😅😅😅
Uber and bolt? Never used them. I do use alot of thuisbezorgd or order directly from the restaurant
I sold my asml position recently. I still have some in an etf. I prefer qualcom, micron technologie, tsm and nvidia right now. Google is my favorite company
I am going to be adding a bit to my $QCOM and $GOOGL positions at these prices.
Cool seeing ASML included, I have abut a 665 cost average right now and will slowly keep adding!
What about Adobe at the current price?
Good pick or not?
Nike
Thoughts on Nike?
What’s their moat..?
@@fitbh703like ask anyone which is the biggest sport merk, just look at what everyone wears,nike is a moat lol 8/10 would say nike is the biggest sports branch out there
Just their brand! But it's still a valuable one.
Nvidia, MSTR, and Walmart
Great to see a fellow regard in the comments.
@ 🫡
@@smiziley options on MSTR and back to Wendys.
Lots of great deals on quality stocks out there still. PYPL, ELF, NKE to name a few
You got the memo about ELF supposedly having "creative" accounting?
@@rokker333 And you listened to the answer of the CEO?
Jeremy is that you?
Agree about Google 100%. ASML, we need to understand why it has dropped its price better but agree about being a monopoly. ASML, to us, seems like a good target for innovation. Agree on Uber, too, but it seems cash flows won't arrive til the self driving puzzle is solved. Uber and Google now, yes. ASML, we need more research.
I just bought into ASML a couple of days ago. Might just be people are afraid of EU downturn, Trump tariffs and China blockages.
Want do you think about atkore?
Congratulations on 400k Joe, huge fan of your channel 🫡📈
Thank you for your insights. Do you have an opinion on Samsung? It has been falling for half a year now.
Great insight mate. Keep them coming!
Thanks Joseph
ASML - buying at $556
congrats on the 800k
Asml is interesting thanks
I own all three, and have recently added to them.
I bought the same dip you did on BKNG, BTW. Lucky timing.
What do you think about Microsoft that currently isn't moving much upward compare to other technology company
Thanks for the information good video.
ASML is truly a unique company, holding a near-monopoly on EUV technology that drives innovation across industries, especially during the AI revolution. Without EUV, there would be no advanced fabs-meaning no NVIDIA GPUs or Apple’s M4 chips. Their technology is easily 20 years ahead of any competition ( a critical player in the semiconductor supply chain).
Just drawing a blank atm, but it was the pandemic or Suez Canal Blockage by that ship disrupting global supply chain, that caused ASML’s stock to drawdown quite a bit. I remember getting greedy and wanted even cheaper by selling puts , but it got away with small gains, missed the rally up to nearly $1,200. So I decided to finally jump in and plan to hold it long-term on recent short sighted downturn. Their guidance sees AI growth, but not so much of the other growth (Duh!) :) :)
I’d really love to see you take a position here and cover it as part of your portfolio. I’m a regular viewer of your channel and truly appreciate your diligence in analyzing great companies. Admittedly, I do have an ulterior motive-I’d enjoy seeing your insights and ongoing updates on this stock as part of your fantastic content!
Does that really means we have to rush into but buying of the mentioned stock to level up our stock growth by a greater percentage or are we to seek adviser from a professional... cause i aren't know where the stock market is actually heading to in this recent time
Find quality stocks that have long term potential, and ride with those stocks. I have found it takes someone who is very familiar with the market to make such good picks
I agree with you. I started out with investing on my own, but I lost a lot of money. I was able to pull out about $200k after the 2020 crash. I invested the money using an analyst, and in seven months, I raked in almost $673,000
impressive gains! how can I get your advlsor please, if you dont mind me asking? I could really use a help as of now
My CFA Carol Vivian Constable a renowned figure in her line of work. I recommend researching her credentials further. She has many years of experience and is a valuable resource for anyone looking to navigate the financial market.
Thank you for sharing, I must say, Carol appears to be quite knowledgeable. After coming across her web page, I went through her resume and it was quite impressive.
In the meantime, Google is also buying back shares at a rate of 70 Bn/annum. For shareholders its actually not so bad if the share price stays compressed for a couple more years.
Hi Joseph. What is your take on the issues in the news that brought the stock price of ASML go down. Something related to sales to China??
Also, do you buy GOOGL class A or class C shares. I don’t get why Google offers voting rights and shares which don’t give voting rights. I don’t see many companies do that.
Great analysis. I don’t know about Uber but ASML and Google are very attractive.
What is your thoughts on Blackrock and also MSCI stock. Great Quality stocks with alot of power.
Good picks - wonder what you think about ISRG
I just bought Autozone and Humana 😎
Humana definitely flipped to an uptrend lots of upside ahead
Congratulations on 400k!! Any thoughts on International seaways?
I have 120 stocks of BE for years at $12, I'm so glad they jumped to $25 now.
Predicted your asml stock pick. What about Novo nordisk can be interesting for sure
I’m am down 18-19% or worse on Novo Nordisk, Got in too late and with not as much moat as there is growing competition from Eli Lilly and Roche in the GLP-1 Receptor Agonist space.
@JOHAN_PERJUS i bought in a little couple days ago actually. Nice dividend nice growth I can see them keeping it up. Recent drop was a natural correction I think.
I think it's important to stick to stocks that are immune to economic policies. I'm looking atPALANTIR and other AI stocks that have the potential to power and transform future technologies. It seems AI is the trajectory most companies are taking, including even established FAANG companies
Well all i know is that you cannot go wrong taking profit at near high. No one ever went broke taking a ~20% profit. It's best if you consult with a fiduciary advisor in situations like this so you can make informed decisions.
That's a great analogy and I love the insight. Professionals could make a really big difference in investing, and I think everyone should have one. There are aspects of market trend that is difficult for the untrained eyes to see.
That's a great tip. I'm setting out 50k to invest in the market this year. Any particularly useful tips you could offer to me?
I have a female advisor named Stacy Lynn Staples. I recommend researching her. To be very honest, I'm glad I decided to let someone handle expanding my finances even though I almost didn't think I should.
I looked up her name online and found her page. I emailed and made an appointment to talk with her. Thanks for the tip
Great info
Talen stock analysis ??
How do you deal with sums as large as 30‘000 Dollars. Do you guys invest it all at once or do you do it portion wise…?
Does ONTO compete with ASML?
onto is on the packaging side, ASML is lithography
Your videos are outstanding. Old head on young shoulders. Well thought out. Been thinking about ASML for a while and also own GOOG with a view to be adding. This video has convinced me to add more. Thank you. The only concern I have with Uber is of course Tesla, which seems to want to be everything to everyone and whether or not Uber has an enduring technological advantage over Tesla. It’s not something I can figure out in my head. What I do know is I can’t stand Elon Musk and neither do I trust his motives so I hope Uber wins that battle if it becomes one. Thanks again for all your hard efforts.
ASML and GOOGL are definitely both on my radar probably going to start dca into them soon
Wow three videos in one week. I like how you say that you're lucky and you reccomend stocks openly but also give pros and cons. You don't say "BUY NOW! THIS WILL MAKE YOU RICH!!"
Stay pacient and keep your emotions in the right direction.
The market may speed up, slow down, increase or drop but we will buy when we feel best
That’s the biggest thing I’ve learned from Joseph is a calm demeanor
Great video!! So much info well put together.
Bought asml recently and am watching Uber and Google...
I’m also betting on Uber long term, they would become the middle man for all robotaxi services . Waymo and Tesla robotaxi need Uber to scale up more and not the other way round
All of them are on my list as well. 😊 Thanks a lot.
I like asml and google but uber idk that a lil risky imo
Really love those points about Uber contracting an AV company. Based on their history of adopting all public transit options, and all the excellent competition in the AV space right now, that seems likely.
Thanks Joseph Carlson, i learned something from you
What's stopping you from buying Uber?
Joseph please share thoughts on intuit earnings :)
Joseph love the content, can you update your M1 pie links?
"not counting the monster dividend" is a weird way to admit it comes out of the stock price 🤡
Already bought ASML a few weeks ago.
Currently with a negative Performance, but the price is for me personally a good entry point in the long run.
It´s also one of the few awesome european companies we have to offer imo :D
I agree with you on everything except UBER. UBER is not a good company to invest in
why ?
You saying companies are 20-30 years behind reminds me of Iron man 2 😄
I've turned very bullish on ASML at its current valuation, but I wonder how the proposed tariffs will impact the company
Applied material,lam research are better than asml
Thank u definitely do more of these videos
Great video!
How’s intu earning?
Haven't done a full review. But overall their numbers were great. A little "light" on guidance, which is fine, but every economic factor of the company is doing well. They are investing heavily in their product platform and AI integration. Credit Karma is growing fast. The stock hasn't moved much in 2024 but it went up a lot in 2023.
@@JosephCarlsonShowthank you joseph
💜 ASML
ASML is highly exposed to geopolitical risks with the complexity of their supply chains
I own some semiconductor etfs because I don't have the money to buy all the ones I want, but also I sort of don't know how best to play that market. ASML is one i want though and the etfs aren't very heavy on it. Maybe this is the time to add that in, as you said they are a major monopoly
Buy SMCI already up 73% in one account. It will 4x just to make a new ath with big ai growth.
Joseph what’s your basis for not owning META? Seems like it could fit based off your qualifications of a good compounder to own. Really curious to hear what you think about it, bear/bull case
I live in San Francisco. Trying another ride-share platform is way more easier than ppl think. The technical barrier is also lower than ppl think (it’s still high tho). It’s gonna all about operation eventually.
AZN is of great value too
This is A+++ content
Big on google NGL
What Platform or Brokerage is this?
M1 finance
@JosephCarlsonShow what do you think about lyft
ASML market cap is limited by its location … would be worth more in ur was an American company
We are working on that, there are some backdoor deals going on
I been looking at ASML for a while but while it is true ASML has an enormous moat, you need to understand that ASML makes the machines that make the “Master die” (simplified). TSMC then massproduce processors downstream, designed by Nvidia et al.
Although there are service contracts, these machines are not volume sales and as such unaffected by Nvidia, Apple, AMD, Samsung, Intel (AI) sales.
TSMC is probably a better bet with similar moat, same industry and volume. ASML themselves can’t even do what TSMC are using their machines for at volume. And vice versa TSMC are dependent on ASML.
Then again I am just some guy on internet.
TSMC has regional and political risks.
Sold all my Crowdstrike to buy more Google. Smart choice?
ASML is very dependent on china.. just FYI.
Thanks for sharing XAI73R and SUI. 💯
Great episode. I have a question for you. A long time ago you said in one of your episodes that once you reached $4 million you would have enough to retire. Could you make an episode where hypothetically you hit your mark. How would you invest? Would you adjust your investment thesis? As in Chess never lose site of the endgame. Fast-forward 20-30 years what's your end game look like?
depending on inflation, maybe he will want to make more...
I found you just couple of months back , really love love your posts and like your detailed information . I am new to investing so this is amazing .
Thank you ❤
I always appreciate your ability to analyze companies and find value. I would be careful with Uber and not hold it for too long, they are a great company that is doing well. But once autonomous driving is solved Uber is going to be in for some nearly impossible to beat competition and will need to either quickly adapt or deeply diversify to survive. I can see a future where 10 years from now the societal perspective shifting to the point where people no longer trust human drivers compared to their autonomous counterparts. I know a lot of people don't like the politics of Elon Musk and that pushes them away from Tesla, but right now they are winning the autonomy race. At least that's my read on things, appreciate all your work on this channel though. It's helped me clean up my portfolio a lot and I am doing much better with my investing!
Counter argument would be Uber taking off as no longer have to pay drivers … Unless Tesla releases an Uber-like app, but still. Uber has a big install base and first mover advantage.
@@JOHAN_PERJUS Fair point for sure, but if Uber had to lease autonomy software and support I think they'd have a harder time competing on price. If Uber was able to just purchase the software outright though they could make out quite well. However Uber being a verb for people who hail rides is definitely a big point in their favor.
Joseph , I'm guessing you would value Uber over any of the airlines... What makes one more attractive? Just curious
The stock market is definitely picking up pace right now, but I still think investors should be careful at this time. I'm actually a newbie in this space, so I'm open to hearing other investors' take on this.
I think the market is likely at its best now, but I still believe having a financial advisor is crucial to navigate the market and moderate your risk. Their expertise can really help you make informed decisions
I agree. I've been working with a financial advisor since 2020, and I return up to 15k every month, and I don't even have to lift a finger. Although I also think the reason I make this much is because I started with significant capital
Thanks for sharing your experience! I've been managing my portfolio myself, but it's not working out. Do you have any recommendations for a good investment advisor? I could really use some help.
My CFA, Joseph Nick Cahill, is a renowned figure in his field. I recommend researching his name online; you'll find all his credentials and everything you need to work with a reliable professional. With many years of experience, he is a valuable resource for anyone looking to navigate the financial market.
Thank you so much for the suggestion! I really needed it. I looked him up on Google and explored his website; he has an impressive background in investments. I've sent him an email, and I hope to hear back from him soon!
Thank you for sharing. Financial education is crucial today to show incredible resilience and discipline in the volatile market, masterfully balancing strategy and insight for success. This dedication to continuous learning is inspiring...managed to grow a nest egg of around 100k to a decent 540k in the space of a few weeks... I'm especially grateful to Milton Harper, whose deep expertise and traditional trading acumen have been invaluable in this challenging, ever-evolving financial landscape..
He mostly interacts on Telegrams, using the user-name,
@MiltonHarper
Nice info, i appreciate your concern this will help a lot especially to the young investors who have no or lesser knowledge on how the market works.
Best signal provider in the market. Knowledgeable, level headed no loss like some other traders who recently jumped on the bandwagon.
Milton's analyses delve deeper than surface-level trends, encompassing technical, fundamental, and sentiment analysis to offer a comprehensive view of the market.