Selling 2 Stocks And Buying 6 Instead! May 2024 Chip Stock Investor Update
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- Опубликовано: 31 май 2024
- Chip Stock Investor prepares for a portfolio shakeup! May's stock changes might surprise you. Get exclusive analysis, stock reveals, and insights inspired by Warren Buffett's long-term approach of focusing on highly profitable proven winners.
Videos to watch:
• Meta Bets Even Bigger ...
• When Should You Sell Y...
• Is The Top AI Software...
• Broadcom Stock (AVGO) ...
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Chapters
00:00 Welcome and Portfolio Update Preview
00:23 Berkshire Hathaway Insights and Investment Philosophy
02:37 Selling Off: Twilio and Marvell Technology
05:34 Investing in Broadcom: A Strategic Shift
09:49 Expanding Positions: Amazon and Meta
13:20 Exploring New Investments: UiPath, Shift 4, and AppLovin
#twilio #marvelltechnology #broadcom #shift4 #applovin #amazon #meta #uipath #axcelis #semiconductors #chips #investing #stocks #finance #financeeducation #silicon #artificialintelligence #ai #financeeducation #chipstocks #finance #stocks #investing #investor #financeeducation #stockmarket #chipstockinvestor #fablesschipdesign #chipmanufacturing #semiconductormanufacturing #semiconductorstocks
Nick and Kasey own shares of all that we mentioned in the video!
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👉👉 Chip Stock Investor offers a premium membership that gives you:
Community: 🙏 Connect with other investors interested in chip stocks.
Direct Access: 🗣🦜Chat with the Chip Stock Investor experts.
Insider Knowledge: 🤔💭Gain valuable insights into the chip stock market.
Resources: 📕📖📑Download show notes and access exclusive content.
Friends: 🙌 Join a welcoming Discord community.
How to Join:
Visit our RUclips channel: ruclips.net/channel/UC3aD-gfmHV_MhMmcwyIu1wAjoin
Support them on Ko-Fi: ko-fi.com/chipstockinvestor
With Qualcomm and a couple of other companies having been restricted from selling to Huahua, their bottom lines should reflect in next couple of quarters
Once again, an insightful analysis. Beginners frequently question whether it's too late to enter the financial market, yet the market remains inherently unpredictable. Trading offers more benefits than merely holding, emphasizing the importance of learning before taking the plunge. Engaging in active trades is essential to ride the waves of the market. Thanks to Flora Elkin’s insights, daily trade signals, and my dedication to learning, I've been increasing my daily earnings, managed to grow a nest egg of around 127k to a decent 532k. Kudos to the journey ahead!
I've just looked up her full name on my browser and found her webpage without sweat, very much appreciate this
It is really refreshing to see a comment about Flora Elkin.I have worked with her also for months now, reached out after reading more about her on the internet. she simplifies matters, whether it's a market surge or drop; her approach consistently keeps you ahead of the trend, She's a guru i'll say
Nice to see this here, Flora Elkin's understanding of market indicators is impressive. She knows exactly when to enter and exit trades for maximum profit. her siignals are top notch
Over the years, I've been a part of numerous trading programs, sifting through a barrage of information. Yet, nothing has come close to the sheer clarity, depth, and precision of Flora's insights. It's akin to finding a diamond in a coal mine.
I'm glad I found this channel, so humble and honest even when their investments don't work. Thank you for your transparency
We appreciate it!
Always great waking up to a chip stock investor video
Amazon is primed for an explosive breakout. That was an amazing quarter.
Twilio is busted I lost around 80% after deciding to sell my only big purchase at a lost. Wall Street been trumpeting buy buy strong buy prior to 22 downturn, to salvage my failed Twilio investment I bought SMH
We'd heart this comment, @reggie2261, except it's a crappy situation. TWLO had such promise as a next-gen cloud based and global communications leader. What a wasted opportunity.
Thanks for the transparency and integrity! Another reason why I’m such a big fan of you two! Keep doing what you’re doing.❤❤❤
I was excited to buy MRVL in 2017 after providing a presentation to a group of engineers in Pittsburgh. Several were pumped about Mrvl. I sold out 4 months ago as it’s underperformed
BRK.A your comments. Long term outlook?
I have seen and listened to a few of your videos. I am beginning my 3rd year actively in the Marketplace, so I'm becoming more informed and experienced. I like your "duet format"! You are both younger than me, and seem very knowledgeable. I subscribed and look forward to more great videos like this one!
do u guys see 50 and 200 dma of te comanies you are recommending?
Lol I just sold out of Broadcom. It was up 130% at historical highs and valuation. I mean how much more growth are we expecting here and isn’t it already priced in?
I already own Uipath since a year now... andi like the fact that management buy back shares as well!
Thanks you!👍
Don't you buy shares of good companies (ASML, TSM, AVGO, etc.) for the long term??? What does it matter what happens tomorrow??? That's speculation... I've had ASML and the others I mentioned for over 10 years and I increase when they correct sharply. That's investing, the other is speculating. That's what the casino is for. I say it with respect.
Correct. And that's what we're doing. We've owned AVGO and MRVL both for years, but are consolidating the position into just AVGO as we like the business model more.
do you have a thought about the last AMAT results ? I have listened to the conf call, they still seem very confident about the futur growth.
We'll be doing something next week on it
There are a number of serial acquirers like TDG, Constellation software and others that have done well. AVGO … I’m hoping will be like them and not GE
So far so good. AVGO is a giant because of this strategy.
Rafi Amit, Camtek's (CAMT) CEO commented, "I am pleased with the record revenues in the first quarter driven by strong demand for HBM and chiplets applications, which accounted for 60% of our business. The field of AI is changing our industry and Camtek is well positioned to benefit from this transformative trend. AI technology needs High Performance Computing (HPC) capabilities, which are based on architectures utilizing High Bandwidth Memory (HBM) and Chiplet devices as key components. The on-going surge in demand for HPC and our leading position at all tier-1 manufacturers continue to be the main drivers behind our strong results and outlook."
Concluded Mr. Amit, "Looking beyond 2024, as AI continues to transform the industry, we are very confident in our ability to capitalize on the trend and grow towards the milestone of annual sales in excess of $500 million."
CAMT and NVMI, as well as ONTO, are getting incredible lift from new AI chip demands.
Thank you again!! ❤. Could you let me know your thoughts on AEHR? It's down quite a bit. So any thoughts on its future.
We have lots of videos on AEHR, including one yesterday about Onsemi...
@@chipstockinvestor Ok, thank you, will check. I've been busy and running behind...
What do you guys think of INTC(intel) isn’t it cheap now ?
ruclips.net/video/FYmdQuQp8S8/видео.html
AVGO valuation makes it a no touchie at present for us
Tell me more about APP. I don't recall you guys talking to much about it prior.
Here's the last writeup, we've discussed on our Discord
www.nasdaq.com/articles/is-this-ai-stock-the-best-buy-in-the-video-game-industry-right-now
Ui path will be profit in short term but steamrolled by Ai in the meantime
True! Rpa is great for now but will not be used that much in the future. Also there are so many strong competitors like Microsoft
Great info, when the story changes might be time to sell. Sadly I own TWLO and have been very disappointed.
It's been terrible! Q1 results last night only further emphasize the fact it's broken.
Agreed on TWLO. Sold it back in March. If you happen to read this, I'd be curious for your POV on Marqeta ($MQ). Not a chip stock, but since you mentioned digital payments I'm curious.
Oh, great work as always! Newer viewer and impressed with the level headed perspective. YT needs more of this.
Have you considered Palantir?
I believe only Nvidia will be the next Nvidia, meaning it is in a class amongst itself and has future growth commensurate with its recent past. Blackwell is going to create a multi year moat that the rest will nibble around the edges of. Nvidia will be at minimum a $5T company by EO 2028.
Tough to argue against this point the way things are headed. It won't be simple competition that takes Nvidia down.
kinda disagree about moving out of Marvell. Completely understand that Broadcom has outperformed to now, but Marvell's inventory correction has been ongoing for what... a year and change? That will turn around. Additionally, I think there's something to be said for how Broadcom rubs many the wrong way across industries. I think keeping at least SOME in Marvell, in case they take market share from Broadcom, would be prudent. They also have an impressive pipeline of ASIC wins from here. So does Broadcom, though, admittedly.
Totally fine to disagree, your portfolio is your own, ours is ours. Not a binary right/wrong type of discussion. Maybe we miss out on some extra gains, maybe we don't. But as we said in the video, we aren't completely selling out right away.
@@chipstockinvestor true enough!
I thought his was going to be about chip stocks
AVGO and MRVL are chip stocks, no?
AMZN Dont think…
You’re selling baby Broadcom! That must be gut wrenching for you too. You’ve never covered Axon before and that business is exploding and has one hell of a business model with public safety. Free cash flow is being reinvested so valuation looks stretched but curious if you’ve ever looked at this space. MSI is another one that keeps going up in this space due to its mission critical public safety products and focus on the government vertical
Yeah, not exactly a video we liked making. We'll maintain an active interest in MRVL for some time, and may adjust how we exit based on the next Q update. Axon is a superbly run business, great long-term outlook. We just run out of places to stash cash, that's why we've never done a video or deep dive. By MSI we assume you mean Motorola? It's been quite the comeback.
@@chipstockinvestor yes sir. MSI has been on a tear since adding video and access control to its portfolio about 6 years ago
GOOD LUCK w/ your portfolio shake-up but you do know that competitors from the same sector / similar industry all move the same...simply plot them on a chart and they practically move in unison...with that being said, I would rather pay much less for a younger company that's more affordable w/ more growth potential (i.e. Lattice, Marvell, On Semi, etc. vs. AMD, Broadcom, Qualcomm, etc.)...more bang for the buck IMO
We did plot AVGO, MRVL, and SOXX on the same chart in the video. Did you see it? Unfortunately, younger and smaller doesn't mean higher performer. Shareholder value is created by different means. That said, part of our re-allocation is going to some smaller businesses, and we will continue to have an active interest in MRVL.
NO SORRY@@chipstockinvestor just listening to your "audio-version" and I do agree w/ some of your points...since the Semiconductor Sector is grossly overvalued (thanks to A.I.), I've been on the hunt to find more affordable companies like Qorvo & Skyworks who are trading way below their intrinsic values...do know that Morningstar is notorious for being conservative; their FMV on MRVL is 65 while AVGO is 1090 ✌
AppLovin : a Silicon Valley R & B singer
😂
When you buy shares of smaller more specialised software companies, aren't you afraid that giants like Microsoft or Alphabet could copy their business model and integrate it in their big ecosystem leaving the smaller companies in the dust?
Brookshire Hathaway does not give a dividend, and is a rather poor investment as inflation eats away at your dollars.