Thanks to Main Street Data for the awesome financial charts on every AI stock we covered! Check them out over at mainstreetdata.com/subscription?via=tsyou
what do you think of SealSQ Corp. They have developed a chip which can quantum proof encryption, by that I mean they can prevent a quantum computer from hacking passwords. They have a 28.5 M market cap and they are profitable, they made a gross profit of 14 million last year, and their current share price is 1.18 USD. I think this an exciting company and they are working with some big companies including Cisco, that's according to their recent investor presentation which you can find on their youtube channel. Maybe like Poet this is also a moonshot candidate.
Nice video. I'll add that DELL is very strong in Enterprise and that's where the Generative AI boom is heading next. Note that Michael Dell himself showed up in GTC opening front and center with his team to send a strong signal he is all in and out to win. SMCI has had its run and so if any server provider of AI is going to breakout next, it's going to be DELL. As for MU, HBM3E is needed for Blackwell and H200 (I believe) and they are pole position leaders with SK Hynix and Samsung in this space. Being the only US company that leads here is welcoming to big US institutional investors given the current push to regain chip dominance.
This video blew it out of the water. The combined expertise of you three is near perfect. I’d love to see all three of you comment on Alex’s new stock, POET.
I sold it. Super small cap, no growth. He did say it was a moon shot, and I will give him that. I won’t buy it until they start posting growth numbers. Happy to miss the first 1x while I stay on the sidelines.
Poet - As an Australian I couldn’t buy it as it’s under $5 or $300 mill market cap - that 1 x was a 2 x for a period. Will its product revolutionise the industry - if that’s a yes then it should be a buy ..
Sorry Alex but that was a total mislead on ur part they used the hype created to leverage their new financing deal. The company wins, you win, ppl who knew it was a pump n dump won (i did partake in the run up thx to you💚) but I think it was misleading to a lot of ur viewers. Btw I think POET holds not fundamental value, just imo
@@srinivasansubramanian1567 To me, Vertiv $VRT is very attractive. Perhaps there are better players out there, definitely do your research! " Evercore International Strategy & Investment sees Vertiv as an industry leader. In an October 1 investor note, the firm wrote the company “has the top market share for thermal management solutions and is a powerhouse in the arena,” according to IBD." " food for thought
Thanks much very interesting, I love the perspective Larry provides because in the end buying into a declining trend presents a massive oppty cost. It is great to finally see all angles come together; substance, financials & technicals.
Elon moon shots? Lol.. That’s amusing. It’s evident all these gentlemen do not own a Tesla with FSD. V12 is nothing short of Amazing. It’s a reality my friends, no longer a moon shot. The world just doesn’t know it yet.
Lol Try using your Tesla FSD driving at night time during a rain or snow storm and see how unsafe it is in bad driving weather conditions, especially at night time.
I like MSFT too, but they and AI are being sued by a number of large publishers on copyright issues, ie using their material for LLM training. It would've helped if one of you guys could have reassured us on this. But, I guess that doesn't fit your narrative.
It was so nerve racking when I was trying figure out which mega company to invest in, or not invest in.. so I just dumped it all in SCHG and I sleep a lot better at night.
Another great video Alex & co. Lots of valuable insights. I love that you included also some lesser known high growth potentials at the end. Thank you!
So, if the guy who was in the market 20 years ago could be so kind as to answer this, I would appreciate it: if your 70 year old grandmother had a couple of TSLA shares somewhere around $250 (not sure), would you advise her to buy more now, & how much?
Alex this was a very good video with loaded information. Please make more videos like this. Also can you can a video on potential new businesses in ai revolution.
There is a sunset to stock market predictions since AGI will be handling financial distributions in the relatively near (decade or two) future. So, begin looking for your future income source.
What are you smoking, 20% growth is looking like a start-up. Microsoft is an old tech company and 15-20% growth is usually what the expectation is, otherwise the multiple comes down significantly.
OF COURSE MICROSOFT WILL KEEP CREEPING UP - EXCEPT WHEN SENTIMENT TURNS NEGATIVE ON MARKET IN GENERAL - BUT THOSE PULL BACKS WOULD BE TEMPORARY... WILL RECOVER WITHIN NEXT TWO QUARTERS.. NO LOST DECADE FOR MICROSOFT LIKE IT IS FOR MANY COMPANIES THIS TIME
@@greghelton4668 My Tesla is a bot! And already very useful to us senior citizen drivers. And thanks for supporting my purchase and my Social Security.
Great vid as usual but i think AVGO and ANET was missing. AVGO implemented SaaS and ANET earnings was more than good and forcast with even higher expectations.
@@TickerSymbolYOU ANET reported earnings today beyond expectations. Yes AVGO will do it next month. SaaS service will be the cash cow for AVGO. What is your opinion about both of these companies stocks movement?
Zuckerberg is not as Savi in promo as Musk. I think Zuckerberg should team with a production company and make a movie. I’m the movie have the characters using some of this cool glasses, technology that Meta has.
Lost a smidge of respect for this channel using a "technician." Is there any evidence, at all, that understanding charts leads to improved portfolio performance? I think the evidence is to the contrary.
@@TickerSymbolYOU I'm glad it worked for you. I think the real alpha was you understanding what the market did not. I think over the long term if you forgo that in favor of what the moving averages are telling you, or some hybrid approach, you're leaving the real gains on the table. IMO
Disappointed to see that you’ve added a stock astrology chart diviner into your mix. Please move back to reality and away from astrology! This was the first episode that I felt was a giant waste of my time.
There’s a good chance Tesla will face a class action lawsuit for past claims regarding FSD. There will be a huge one time hit. Besides even if FSD reaches L4 this year and manages to get permission to offer taxi services, only Uber and Lyft get hurt. Car sales will not drop like Sean and Musk predict.
![Seungmin "그렇게, 천천히, 우리(As we are)" | [Stray Kids : SKZ-PLAYER]](http://i.ytimg.com/vi/kAzmhLHePqU/mqdefault.jpg)
Thanks to Main Street Data for the awesome financial charts on every AI stock we covered!
Check them out over at mainstreetdata.com/subscription?via=tsyou
what do you think of SealSQ Corp. They have developed a chip which can quantum proof encryption, by that I mean they can prevent a quantum computer from hacking passwords. They have a 28.5 M market cap and they are profitable, they made a gross profit of 14 million last year, and their current share price is 1.18 USD. I think this an exciting company and they are working with some big companies including Cisco, that's according to their recent investor presentation which you can find on their youtube channel. Maybe like Poet this is also a moonshot candidate.
Thank you for the timestamps! Your production quality is top notch!!!
Thanks for the kind words! Our pleasure.
Elon is becoming a modern day Willy Wonka but instead of replacing workers with Oompa Loompa he is using the bots.
That's sound funny but is true lol
looooool love it
I get frustrated with TSLA and then just buy more ;)
Haha that's what I do
I hold onto my tsla shares and sold put .
That makes perfect sense to me
Whoever bought Tesla back when it was at 140 2 weeks ago killed it, only if they cashed back out when it went back up to 190.....
I’m waiting to buy until it goes back down to the low 100s. Several weak quarters ahead to make a position.
Tesla FSD, Energy, etc.
Oustanding format/content in this episode and in general - keep this up - one of the best channels on RUclips
Alex having Larry on is fantastic. Timing is everything. Larry is a huge asset to your efforts.
Excellent new format. Hugh value. High quality. Balanced.
Nice video. I'll add that DELL is very strong in Enterprise and that's where the Generative AI boom is heading next. Note that Michael Dell himself showed up in GTC opening front and center with his team to send a strong signal he is all in and out to win. SMCI has had its run and so if any server provider of AI is going to breakout next, it's going to be DELL. As for MU, HBM3E is needed for Blackwell and H200 (I believe) and they are pole position leaders with SK Hynix and Samsung in this space. Being the only US company that leads here is welcoming to big US institutional investors given the current push to regain chip dominance.
This video blew it out of the water. The combined expertise of you three is near perfect. I’d love to see all three of you comment on Alex’s new stock, POET.
I sold it. Super small cap, no growth. He did say it was a moon shot, and I will give him that. I won’t buy it until they start posting growth numbers. Happy to miss the first 1x while I stay on the sidelines.
Poet - As an Australian I couldn’t buy it as it’s under $5 or $300 mill market cap - that 1 x was a 2 x for a period. Will its product revolutionise the industry - if that’s a yes then it should be a buy ..
Yes, that’s my point. If there is crazy growth, there will be evidence. Right now, no evidence!
Sorry Alex but that was a total mislead on ur part they used the hype created to leverage their new financing deal. The company wins, you win, ppl who knew it was a pump n dump won (i did partake in the run up thx to you💚) but I think it was misleading to a lot of ur viewers. Btw I think POET holds not fundamental value, just imo
HVAC will play a huge part in data center / ai / growth
Trane? Carrier?
@@srinivasansubramanian1567 To me, Vertiv $VRT is very attractive. Perhaps there are better players out there, definitely do your research!
" Evercore International Strategy & Investment sees Vertiv as an industry leader. In an October 1 investor note, the firm wrote the company “has the top market share for thermal management solutions and is a powerhouse in the arena,” according to IBD." " food for thought
@@srinivasansubramanian1567 AAON Stock could be a gem since they acquired BasX
Ok so what are the best HVAC plays?
@@9770G VRT builds cooling systems and other infrastructure for AI servers
Does Larry have a website?
Thanks much very interesting, I love the perspective Larry provides because in the end buying into a declining trend presents a massive oppty cost. It is great to finally see all angles come together; substance, financials & technicals.
Very solid analysis. Addresses concerns that many retail investors have. Thanks for the thorough discussion!!
Glad it was helpful!
Excellent analysis. Good to see this combination of fundamentals and technical. Would love to see AAPL included.
Elon moon shots? Lol.. That’s amusing. It’s evident all these gentlemen do not own a Tesla with FSD. V12 is nothing short of Amazing. It’s a reality my friends, no longer a moon shot. The world just doesn’t know it yet.
Exactly
Risky one
Lol
Try using your Tesla FSD driving at night time during a rain or snow storm and see how unsafe it is in bad driving weather conditions, especially at night time.
Where do you live? I think v12 is good but not ready for prime time. It is close to being ready for robotaxi though.
@@ronmatthews2164 Maybe you shouldn’t drive in that condition?
Loving these episodes and deep analysis!
Tesla and Meta are on the iffy side for me but rest are spot on!! What about Asml, avgo, qcom, pltr??
I enjoy all your videos, but these, in particular, provide the most value. I generally prefer the roundtable discussions to the solo outings
Good to know!
Excellent combination of knowledge team 👍🏻👏
I like MSFT too, but they and AI are being sued by a number of large publishers on copyright issues, ie using their material for LLM training. It would've helped if one of you guys could have reassured us on this. But, I guess that doesn't fit your narrative.
"narrative" omg. not everything you thing is important really is. world doesn't revolve 'round you.
I agree about META. No more juice in the traditional apps.
0:25 Shouldn't NVDA market cap be higher than 1.2? - Closter to 2.25?
yes
It was so nerve racking when I was trying figure out which mega company to invest in, or not invest in.. so I just dumped it all in SCHG and I sleep a lot better at night.
Good you are very innovative with your videos , bringing technology /scicen behind stock, cahrt analysts, business analyst. You are innovating !
Great conversation
It’s sounded like a sports type show
Moved fast and robust
Liked the panel format.
I screwed up, sold Google too soon. Lost my patience after too much bounce down and flat lining and Google miscues.
Me, too! 😖
Me too
I think we all did
Guys. This was simply amazing
Glad you enjoyed it!
Another great video Alex & co. Lots of valuable insights.
I love that you included also some lesser known high growth potentials at the end. Thank you!
So, if the guy who was in the market 20 years ago could be so kind as to answer this, I would appreciate it: if your 70 year old grandmother had a couple of TSLA shares somewhere around $250 (not sure), would you advise her to buy more now, & how much?
Very good content. Excellent to download and listen to on my short flight trip.
Glad you like it!
Alex this was a very good video with loaded information. Please make more videos like this.
Also can you can a video on potential new businesses in ai revolution.
Glad you enjoyed it and will do!
STOCK CHOICES
Hi Alex, I'd love an update on your POV on PATH. -Especially after Dan Ives panned it this morning on CNBC. Still worth HODLing?
Thank you genius men, helping me to buy wise stocks....Thank you
Glad you’re enjoying the content!
@TickerSymbolYOU Does Larry have a channel? I would really like to learn how to do technical analysis how he does it.
It’s an energy company to boot. Lot’s of potential for growth and earnings.
There is a sunset to stock market predictions since AGI will be handling financial distributions in the relatively near (decade or two) future. So, begin looking for your future income source.
Thanks !! Very helpful with overall views as charts do play a part
like the three of you together, alternative perspectives
let's not forget about the Supply chain stocks ... AMAT ASML
And also under the radar ORCL
and qcom mrvl
No sell in May this year, or later in the year ? it'll be different this time ?
Just buy anyway.
Tesla has more problems you guys didn’t bring up.
Excellent as usual 👋
What are you smoking, 20% growth is looking like a start-up. Microsoft is an old tech company and 15-20% growth is usually what the expectation is, otherwise the multiple comes down significantly.
Palantir 🇺🇸🚀
OF COURSE MICROSOFT WILL KEEP CREEPING UP - EXCEPT WHEN SENTIMENT TURNS NEGATIVE ON MARKET IN GENERAL - BUT THOSE PULL BACKS WOULD BE TEMPORARY... WILL RECOVER WITHIN NEXT TWO QUARTERS.. NO LOST DECADE FOR MICROSOFT LIKE IT IS FOR MANY COMPANIES THIS TIME
Thanks for the tips
My pleasure
people lose tons of money, trade safe
Would prefer without technicals imho
What? You don't like to read tea leaves and make market predictions? Pfft!
Tesla is a Wall Street darling of the past. The EV market continues to lag and Tesla has a lot more competition in the EV market.
enjoy these longer podcast style videos
Noted!
NVDA only has 30k workers TSLA even after the layoffs still has a long way to go.
How many manufacturing factories does Nvidia operate ?
NVDA outsources to TSMC TSLA to insource to bots.
@@esta1177the bots will be useless for a long while.
@@greghelton4668 My Tesla is a bot! And already very useful to us senior citizen drivers. And thanks for supporting my purchase and my Social Security.
With trillions and billions in play, these leaders are not going anywhere.❤
Exactly why I like them so much
No $PLTR?
Thanks Alex amazing info
My pleasure!
I’m watching my MIT guy talk about Meta and Tesla. Lol
See ya soon
Interesting report out!
How is going your next Amazon' DNA stock? are you F bullish?
Give FSD a try before saying moonshots🤷
Thanks for not helding my hostage...
Thank you
Why isn't he talking about Intel and amd going down right now ?
Intel’s main business is very capital heavy.
I saw the whole movie in the trailer.
If Tesla offered 2% car loans, 12 year terms and starting to do some awesome marketing!!!!!
That would be something else for sure
Car has to be 25k with FSD for may be another grand, then EV may be worth it. Anything else Tesla may need some other moonshot to survive.
Great vid as usual but i think AVGO and ANET was missing. AVGO implemented SaaS and ANET earnings was more than good and forcast with even higher expectations.
AVGO is awesome but they don’t report earnings until next month
@@TickerSymbolYOU ANET reported earnings today beyond expectations. Yes AVGO will do it next month. SaaS service will be the cash cow for AVGO. What is your opinion about both of these companies stocks movement?
Zuckerberg is not as Savi in promo as Musk. I think Zuckerberg should team with a production company and make a movie. I’m the movie have the characters using some of this cool glasses, technology that Meta has.
Thanks
Cmon Alex you know technical analysis is bs.
@UCxD8TJxEMAWl3bloFskaMJgSorry, I could have stated that more kindly. Or not at all, I guess. Keep up the good work.
Lost a smidge of respect for this channel using a "technician." Is there any evidence, at all, that understanding charts leads to improved portfolio performance? I think the evidence is to the contrary.
I've actually been using these moving averages for a while now. It's what ultimately got me into Nvidia, SMCI, and many of the winners I cover.
@@TickerSymbolYOU I'm glad it worked for you. I think the real alpha was you understanding what the market did not. I think over the long term if you forgo that in favor of what the moving averages are telling you, or some hybrid approach, you're leaving the real gains on the table. IMO
Thankfully, I don’t need to choose one or the other. I use both and that works best for me.
Disappointed to see that you’ve added a stock astrology chart diviner into your mix. Please move back to reality and away from astrology! This was the first episode that I felt was a giant waste of my time.
Interesting. Thanks for the feedback.
No $NVDA
They didn’t report earnings yet…
Yup not anymore 😂
Sym please
Yes..sum and aehr
I mean sym
There’s a good chance Tesla will face a class action lawsuit for past claims regarding FSD. There will be a huge one time hit.
Besides even if FSD reaches L4 this year and manages to get permission to offer taxi services, only Uber and Lyft get hurt. Car sales will not drop like Sean and Musk predict.
YOU stock is not what you think.
😊
These people act like Ai
so it isnt going to trillion huh?
Most of these companies already are.
Party🎉
Remember when this channel used to pump ARK non stop LOL