This video has multiple segments, if you'd like to go to the segment on NVDA that's advertised in the title of the episode. Please click here: 12:45 You're of course welcome to enjoy the whole episode, here are the time stamps: 00:00 Intro 02:25 LULU Earnings 12:45 NVDA Second Largest Company 18:30 UA-cam Employees Leaking Videos
Strong BUY. Still early innings. NVIDIA is the dominant leader in AI and the preferred technology partner globally. Even w new competition on the horizon, NVIDIA is far ahead of the competition. 85% market share. 76% margin. Unrivaled demand for new Blackwell chip. Demand far exceeds production for Blackwell through to 2025 and beyond. No competitor has anything close to Blackwell. And forward P/E is about 33 (cheap for a high growth stock). Buy this stock and wait. You will be rewarded.
This is Interesting because i bought NVIDIA around September last year. The company is selling shovels in a gold rush. It accounted for almost 80% of my market return last year, and I'm sure this year will present other interesting stocks.
When it comes to investment, diversification is key. That is why I have my interests set on key sectors based on performance and projected growth. They range from the EV sector, renewable energy, Tech and Health (AMD) alongside coins, and gold. I'm also working on an investment plan that includes AI looking into Nvidia, MSFT, Alphabet stocks among others with my Fin. Advisor, . It's been a year and half of steady growth.
I appreciate the implementation of ideas and strategies that result to unmeasurable progress. Being heavily liquid, I'd rather not reinvent the wheel, thus the search for a reputable advisor, mind sharing info of this person guiding you please?
Finding financial advisors like Marisa Breton Dollard who can assist you shape your portfolio would be a very creative option. There will be difficult times ahead, and prudent personal money management will be essential to navigating them.
I greatly appreciate it. I'm fortunate to have come upon your message because investing greatly fascinates me. I'll look Marisa Breton Dollard up and send her a message. You've truly motivated me. God's blessings on you.
Recently bought some recommended stocks and now they are just penny stocks. There seems to be more negative portfolios in 2024 with the markets tumbling, soaring inflation, and banks going out of business. My concern is how can the rapid interest-rate hike be of favor to a value investor, or is it better avoiding stocks for a while?
Just ''buy and hold'' man. In the long term it will payoff. High interest rates usually mean lower stock prices, however investors should be cautious of the bull run, its best you connect with a well-qualified adviser to meet your growth goals and avoid blunder
Very true, you can be passively involved in the markts and still amass wealth-gains using an investment advisor. I first dabbled in stocks late 2019, just before the pandemic, and that same year gained over 150% with no prior investing experience, basically all I was doing was following directions of my advisor. We are working on a retirement ballpark of $3m and I’m certain my goal isn’t farfetched after subsequent investments and tremendous returns so far.
Certainly, there are a handful of experts in the field. I've experimented with a few over the past years, but I've stuck with ‘’Melissa Terri Swayne” for about five years now, and her performance has been consistently impressive.She’s quite known in her field, look-her up.
I just looked her up on the internet and found her webpage with her credentials. I wrote her a outlining my financial objectives and planned a call with her
I think investors should always put their cash to work, especially In 2024, we'll start to see more market diversification. I'm hoping to invest about $350k of my savings in stocks against next year. Hope to make millions in 2024
Since risk is at an all-time high right now, perhaps you should be a little more patient and return when it has decreased. Alternatively, you can consult a trained financial expert for strategy.
Yes true, I have been in touch with a brokerage Advisor. With an initial starting reserve of $80k, my advisor chooses the entry and exit commands for my portfolio, which has grown to approximately $550k.
NICOLE ANASTASIA PLUMLEE is her name. She is regarded as a genius in her area and works for Empower Financial Services. She’s quite known in her field, look-her up.
The main focus for markets now is Nvidia, which has powered a large chunk of the S&P 500’s recent earnings. Nvidia’s stock, up more than 90% this year, rose 2.5% in New York on Monday, sending the Nasdaq 100 index to another record high. I'm still looking for companies to make additions to my $350K portfolio, to boost performance. Here for ideas...
I think the safest strategy is to diversify investments. Like spreading investments across different asset classes, like bonds, real estate, and international stocks, they can reduce the impact of a market meltdown
I read that Nvidia provides tech for crypto mining services/blockchain transactions. Could the current crypto pump be attributed to Nvidia’s great earnings and should I hold some crypto as well, cos tbh I’m having FOMO with the current crypto price at 64k.
It’s going to be a wild year for these sectors, so you should def. invest in crypto. 60% of my portfolio is spread across tech stocks, crypto and Crypto/Gold ETFs.
Yes, my asset manager advised I spread further into mutual funds and crypto Etf and boy am I glad I did. The whole idea is: Don’t get too greedy and also to exit at the right time, so generally I do find having an adviser very helpful, because what Avg. Joe really has time to watch and comprehensively analyse the market.
Finding financial advisors like Carol Vivian Constable who can assist you shape your portfolio would be a very creative option. There will be difficult times ahead, and prudent personal money management will be essential to navigating them.
I already own shares of NVDA, PALANTIR, TSLA, and APPL as well. Sure, I don't mind having these equities sit around for a while, but I'd also like to appreciate short-term opportunities that could fetch $200,000 or less
the strategies are quite rigorous for the regular-Joe. As a matter of fact, they are mostly successfully carried out by pros who have had a great deal of skillset/knowledge to pull such trades off.
Opting for an inves-tment advisr is currently the optimal approach for navigating the stock market, particularly for those nearing retirement. I've been consulting with a coach for a while, and my portfolio has surged by 85% since 2022
Laila artine kassardjian' is the licensed coach I use. Just research the name. You'd find necessary details to work with a correspondence to set up an appointment.
I agree that many people are considering NVDA as the "Stock of the year." However, I'm curious about which stocks could potentially become the next META in terms of growth over the next decade. I've allocated $200k for investment, looking for companies to make additions to boost performance
I think the next big thing will be A.I. For enduring growth akin to META, it's vital to avoid impulsive decisions driven by short-term fluctuations. Prioritize patience and a long-term perspective consider financial advisory for informed buying and selling decisions.
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 licensed advisors and came across someone of utmost qualifications. She's helped grow my reserve notwithstanding inflation, from $275k to $850k.
Thanks for sharing. I curiously searched for her full name and her website popped up after scrolling a bit. I looked through her credentials and did my due diligence before contacting her. Once again many thanks
I have $170K in Nvidia right now. I only got into stocks to try and make anything to help afford some medical infusion treatment that I need. I know it’s a risky game especially for someone like me who isn’t focusing hard on the market. I just don't want to make any wrong move. Do I hold or sell and buy back? Genuinely asking for any advice..
Well all i know is that you cannot go wrong taking profit at near high. No one ever went broke taking a 10% loss. It's best if you consult with a fiduciary advisor to get informed buying & selling decisions.
You're right, I and a few Neighbors in Bel-Air Area work with an advisor who prefers we DCA across other prospective sectors. Instead of a lump sum purchase, Following this, my portfolio grew by close to 40% in the last quarter.
@blaquopaque I'm intrigued by this. I've searched for financial advisors online but it's kind of hard to get in touch with one. Okay if I ask you for a recommendation?
Well, I chose *Jennifer Leigh Hickman* as my advisor after her interview on CNBC In 2020. She is SEC regulated with offices in the US and quite frankly a genius with portfolio diversification. You should look her up...
To be a successful business owner and investor, you have to be emotionally neutral to winning and losing. Winning and losing are just part of the game. Risk comes from not knowing what you are doing.
People dont understand that the prices of things are never going back down. This inflation is deeper than we think. Those buying groceries are well aware that the real inflation is much over 10%. The increments dont match our income, yet certain investors still earn over $365,000 in stocks and assets. Wish I could accomplish that.
Very possible! especially at this moment. Profits can be made in many different ways, but such intricate transactions should only be handled by seasoned market professionals.
Some persons think inves'tin is all about buying stocks; I think going into the stock market without a good experience is a big risk, that's why I'm lucky to have seen someone like mr Brian C Nelson.
I suspect the fun is over now.... at least for a while. Correction to below $1000 on its way, and I'm not surprised if the price drops 50%+ from it's current price before todays high gets breached (meaningfully).
Great video and thank you for your efforts. I’m favored financially with Bitcoin ETFs approval, Thank you buddy. $12,000 monthly profit regardless of how bad it gets on the economy.
I remember when Nvidia was dirt cheap, you did analysis and did not want to get into semiconductors because they are too "cyclical". You also sold Domino, which I did not and continued to hold, which proven to be a big winner. I guess no one can always be right.
I have been investing in AMD, Nvidia and etc before the pandemic .This part time Uber driver has a full-time job , part owner of a family business and has a tech degree from the University of the Hood😂😂😂🎉 long Nvidia lololol the elite peasant.
I recently sold some of my long-term position and currently sitting on about 250k, do you think Nvidia is a good buy right now or I have I missed out on a crucial buy period, any good stock recommendation on great performing stocks will be appreciated.
nvidia is changing the game but ideally, diversification is the actual key to good investing and most people benefit from working with well experienced financial experts, particularly those approaching retirement
Well agreed, I'm in line with having an advisor oversee my day-to-day investing cos, my job doesn't permit me the time to analyze stocks myself. Thankfully, my portfolio has 5X in barely 5 years, summing up nearly $1m as of today.
truly appreciate the implementation of ideas and strategies that result to unmeasurable progress, thus the search for a reputable advisor... mind sharing info of this expert guiding you please?
excellent share, curiously inputted her on the web, spotted her consulting page ranked top and was able to schedule a call session. Ive seen commentaries about advisors but not one looks this phenomenal
FOMO is so real with this one, I blinked and it went from $900 announcing a stock split, to over $1200 now, and continues climbing, absolutely crazy how quickly this has gone up!
Thanks Mate, the sad truth is that no one has a clue, we all react to what happens as it happens and try to analyse it but can’t predict an iota of what is going to unfold in the markets… content creators are like amplifiers, when times are good they affirm it and try to tell you why it’s good and that it’s looking bullish but then all of a sudden the market turns bearish and everyone affirms it again and try to analyse why… it’s so sad that many are so powerless and it's not about guessing the market's next move; it's about playing it smart and steady during trading...managed to grow a nest egg of around 2.3Bitcoin to a decent 19Bitcoin in the space of a few months... I'm especially grateful to Linda Wilburn, whose deep expertise and traditional trading acumen have been invaluable in this challenging, ever-evolving financial landscape.
I like your take on the lulu lemon competition and the points you highlited, but think about Corcs. 2 years ago only Crocs and Yeezy were selling foam shoes, clogs, mules, etc now you have 5+ different Adidas models, abut the same Nike, Fear of god has one, Lacoste and there are some new brands that i never heard of that now make foam leisure shoes like Oofs. Crocs is in a difficult position now but from their reports things seem to go very good until now and they are valued at a 10 pe and a 10 fcf yield. I know that they might be unpredictable that the demand for foam shoes can die almost instantly but even with that i think crocs will still sell more or less thhe same ammount as before and the brands that will be impacted will be the ones that followed with the hype. I have a position at 105$ and i am thinking that even 140$ as o now is still a decent value.
I think you're a bit confused. The LULU brand targets trophy wives and IG influencers ! Not in a million years will these people shop at Costco for their clothes ! 😂
I think you’re a bit confused. Like any luxury brand, they project the image of wealthy and attractive clientele - but they make their money selling to people that shop at Costco, drive beat-up F150s, and eat at chain restaurants. You thinking IG models and trophy wives buy and wear Lululemon, Louis Vitton, Coach, Hilfiger, etc - that means the system is working. ;-)
My valuation showed that according to current estimates, an order to get a minimum of 15% per annum over the next 5 years (assuming a PE ratio of 30) you would have to pay under 1600 for Nvidia. The issue is, these are according to estimates that claim nvidia will grow by 46% per annum over the next 5 years. That’s a huge estimate, if it does half of that which is still huge growth then it’s already way overvalued. It’s very hard to estimate any companies forward growth, let alone a semiconductor company. Analysts are almost always wrong by a huge margin.
I get your point regarding athleisure and the competitiveness but you at the same time wearing an adidas jacket shows that at the end people tend to go for branded products, even there are cheaper dupes available.
You mention only investing in companies that have a monopoly but never bought Nvidia. I'm not saying it's a buy at this price, but surely at some point in the last 18 months it should have been in your consideration?
I think reliable FCF is what he mentioned in the past as well. Did NVIDIA have reliable FCF before 2020 (COVID and now AI)? But sure, you miss some stocks, you can't catch them all.
I would agree about your analysis of LULU and their competition, but a good sign of competition is looking at gross margins, which actually expanded this quarter.
Lululemon is a status symbol for yoga ladies. Saying Costco will compete with Lululemon is like saying gas station coffee is competition to Starbucks. Plenty of computer companies makes significantly better and faster phones and computers than Apple, but Apple will always be the status symbol.
@@shauncawley1138 How so doesn't it make sense? How so don't I agree with my TA? There goes a lot more into an investment/speculation decision than just a price prediction.
I remember buying NVIDIA @ 120.. selling at 175... then getting back in @ 600. It was a tough decision to buy at then all time highs but man was that worth selling other holdings to build an NVIDIA position.
The irony of comparing Lululemon with Costco and wearing an Adidas jacket haha. Not hating, great video Joseph, but found that one funny. Thank you for hearing your community and making more and more videos about companies outside your portfolio. This is great and I am looking forward to every one of your videos!
Boo-yah, JoeyCar! I agree with you, competition adding up for Lululemon. You give some good insights for sure. Been following you channel, and ever seen starting my own self-managed portfolio 1/22/24, my gains are now at +41.76%. So playing with some house money now.. shorting LULU and may participate in some small kutty play with $GME. again, just playing with house money and see what else I can learn playing around a little.. Let's go!
The top 3 key risks for NVIDIA Corporation include: 1) Failure to adapt to rapid changes in technology and customer requirements, which could adversely impact financial results; 2) Intense competition that could reduce market share and financial performance; 3) Regulatory, legal, and political actions, including export controls and tariffs, that may restrict business operations or increase operational costs, particularly those affecting the semiconductor and AI industries, which could materially impact the company's ability to manufacture, sell, and distribute products globally
I love Costco. My favorite store. I wear Vuori and Lululemon and would buy the Kirkland version in a second. I want to buy Costco stock but the price is too expensive. I figure what’s the point of owning only 1-10 shares when I can purchase Chipotle or Nvidia or Apple for cheaper. I hope that Costco splits so that I can afford it.
Jospeh gets a hard on from talking about Costco. Stretching it a little bit, saying this retailer is comparable and competes with an actual apparel business.
Comparing COST to LULU is a stretch. On an individual product here and there, sure, but in aggregate it’s pretty laughable. But, to your credit, it was prime content usable for the show, so I can’t fault you there. And, running a concentrated portfolio, that’s the type of paranoid scrutiny that helps manage risk. Cheers to you, Sir.
While walking around in Costco today, I’m not sure the same demographic is buying lululemon at all. Just my observation, but I see many 40-60 yr olds, out of shape.
So Joseph, you actually like it when Costco copies successful designs from other companies who put all their effort into designing it … booh … as a business owner, I really disagree 😢… if we support all the big copy cat companies, there will be no more individualism and invention. I am so dissapointed of your point of view as a long time subscriber to your channel. And … forgive me, LULU fans won‘t buy their leggings at Costco, even if it‘s one of your favorite stocks.
just FYI Costco buys the kirkland brand from the branded company.. this is the normal practice. both make money, the branded manufacturer and the private label. yes Costco uses its scale to its advantage, but everyone makes money :D
I went Costco today to buy the shorts and long pants after watching this video. The quality was good and I was looking for something exactly like this. First time buying cloths from Costco but for sure I will again. Thanks for the video!
Wrong, the catalyst is more and more investors are buying ahead of the stock splick and a bit tomorrow of the stock split, fundamentals are growing and they are moving into other markets, taking out amd, intel and TSMC, Qcom
I love your videos. I want to keep away from luxury goods stocks. I know that people will show the farrari graph, but its not for me. I see nike and lulu as appealing to luxury. When you see what you can buy from Shein or Temu, it makes you wonder why people woul pay premium for clothes.
My wife shops at lululemon. She likes lululemon and occasionally spends at lululemon. But it’s not a lot because it’s expensive. She carefully picks and chooses what she wants from there. My wife also shops at Costco. And the difference in what she will spend at Costco vs. lululemon is not even question. She and I both spend tens of thousands at Costco every year. lululemon she spends maybe about a thousand every year? Lululemon has no competition with Costco.
About LULU and Costco pants, you need to research more on the quality of the fabric and the quality of the workmanship, what kind of cottons used and how durable after a number of laundries done to it. You can't really just say both pants look a like and feel "soft" and then form a conclusion that they are "identical".
And he’s wearing the adidas hoodie with the missing logo that they sell at Costco 😂 ALWAYS something not quite right about the stuff they sell at Costco ….thats my issue with them …..its always some minor defect
Great video, as always, loving this channel! A while back you made a video about beating the market, I can’t find it, could you please reply with the link to it?
Joseph I think when it comes to fashion, sales, advertising and branding are way more important than quality. I agree that the athleisure space is getting over crowded - AEO has Arie and Offline, and their sales have started to slip since last year. However, people who buy costco or amazon basic clothing are very unlikely to be frequent lululemon shoppers in the first place
Hi Joseph, you publish the best investment content on UA-cam. A company I think worth having on your radar is a hardware/software player Samsara. The company is far from being a compounding machine but it is building a moat and platform in the physical economy that will become impossible to disrupt. Very expensive at a little over 10x sales but I believe the company's operating margin is on the verge of expanding significantly in the next 2-3 years while sales continue to grow at a 20-40% clip for the foreseeable future.
Please report back on the joggers in a year, to see which ones pill and lose their shape. Amazon has been offering various dupes for years, and Lulu are still the best.
Great content as always, sir. Your videos pack a lot of meaty detail and always make me think. Two stocks (in different sectors) in this market blow me away - Costco & of course Nvidia. I’m holding both, with a long-term and large holding in NVDA. It has been very profitable to say the least, and the biggest winner I’ve ever had. As for cyclicality of their business, Jensen Huang has succeeded in my view of setting up a yearly cadence of upgraded AI chips for training, inference and Data centers - the upcoming Blackwell, then Blackwell Ultra, then Rubin, then Rubin Ultra, effectively suggesting we’ve got many quarters and indeed years ahead before folks stop buying and the cycle turns over. I’m confident what looks like the soon-to-be most valuable company in the world will find ways to innovate and re-calibrate to stay relevant and even critical in the years ahead. Thanks again for this and all your provocative videos. Well done. Gary
You don't have nvda in your portfolio! Then you are sure it goes up after splitting! Like Meta, Intel, and some other stocks that you were sure it's earning is positive but it was not.
I wonder if the costco clothes feel the same as the premium brands after being washed several times. Either way the dramatically lower price makes it hard not to just buy at Costco.
I trimmed my nvidia position this morning, apparently I did my TA right this time. 1250 is a key level to watch, if it breaks above we can expect another ridiculous ~30% upside before a steep correction.
So? I've been a shareholder since 2021... It took us 66%, and guess what I'm still up over 400%. Sometimes with good growth companies you have to accept the fact that there's going to be some downside volatility in order to get that maximum upside volatility. Even quality growth is volatile.
I know someone who works in clothing manufacturing. Couple things stand out. #1. It's entirely possible the Costco ones are made in the same factory as the expensive brand. #2. At $13.99, Costco is likely losing money on these when all other costs are factored in. They're loss leaders. With that said, I don't think Costco will be able to make huge dents on LULU or other premium sportswear companies. Many people buy these products for their brands.
Most of the AI spend will be in the semis industry over the next 10 years. If you believe that AI will revolutionise things over the next 5-10 years you need to be owning some. Nothing comes close to NVDA right now, but if you're risk adverse you can just buy SMH or SOXX and ride the whole industry. These ETF's will beat most companies stock market returns over the next 10 years. Seems like a no brainer, cyclical or not.
Boi Chinese will always copy. No big deal. The management is great. And it was quite disappointing that u didnt take a look at lulus growth. Or margins or anything. Telling an opinion is great. But i just have a feeling that you literally just dislike everything outside of your portfolio :D I have invested in LULU years ago. And eversince they deliver. It is one of the greatest management. If you decide to do a review do it properly please… that was a very low quality video… especially comparing the one with CRM. Where you tried to defend your pick for hours after a sentence with stuck with me. It has to be well priced cause look at the CFs. It was lastly 300 with CF/2. I know. You gotta sell your videos. Thats where the portfolio is coming from. But please grow your Econ/finance and accounting knowledge in the meantime. This is shallow and low quality.
I can't yet describe why a GPU can't replace a CPU or how CUDA is used so NVIDIA is just a pass, if I miss out I prefer to understand exactly what I missed out on instead of following the trend because 'No one can catch up with NVIDIA'
I’ve been buying Costco athletic wear, and even nicer casual dress clothing, jeans, etc… for eons now. It’s ridiculous to spend $$$$ on the same exact looking thing, with similar quality.
Amazon's forward PE is 40. Micosoft's forward PE is probably 36 . These companies are possibly close in last month's forward PE of NVDA. What is a growth investor to do?
This video has multiple segments, if you'd like to go to the segment on NVDA that's advertised in the title of the episode. Please click here: 12:45
You're of course welcome to enjoy the whole episode, here are the time stamps:
00:00 Intro
02:25 LULU Earnings
12:45 NVDA Second Largest Company
18:30 UA-cam Employees Leaking Videos
Strong BUY. Still early innings. NVIDIA is the dominant leader in AI and the preferred technology partner globally. Even w new competition on the horizon, NVIDIA is far ahead of the competition. 85% market share. 76% margin. Unrivaled demand for new Blackwell chip. Demand far exceeds production for Blackwell through to 2025 and beyond. No competitor has anything close to Blackwell. And forward P/E is about 33 (cheap for a high growth stock). Buy this stock and wait. You will be rewarded.
This is Interesting because i bought NVIDIA around September last year. The company is selling shovels in a gold rush. It accounted for almost 80% of my market return last year, and I'm sure this year will present other interesting stocks.
When it comes to investment, diversification is key. That is why I have my interests set on key sectors based on performance and projected growth. They range from the EV sector, renewable energy, Tech and Health (AMD) alongside coins, and gold. I'm also working on an investment plan that includes AI looking into Nvidia, MSFT, Alphabet stocks among others with my Fin. Advisor, . It's been a year and half of steady growth.
I appreciate the implementation of ideas and strategies that result to unmeasurable progress. Being heavily liquid, I'd rather not reinvent the wheel, thus the search for a reputable advisor, mind sharing info of this person guiding you please?
Finding financial advisors like Marisa Breton Dollard who can assist you shape your portfolio would be a very creative option. There will be difficult times ahead, and prudent personal money management will be essential to navigating them.
I greatly appreciate it. I'm fortunate to have come upon your message because investing greatly fascinates me. I'll look Marisa Breton Dollard up and send her a message. You've truly motivated me. God's blessings on you.
Recently bought some recommended stocks and now they are just penny stocks. There seems to be more negative portfolios in 2024 with the markets tumbling, soaring inflation, and banks going out of business. My concern is how can the rapid interest-rate hike be of favor to a value investor, or is it better avoiding stocks for a while?
Just ''buy and hold'' man. In the long term it will payoff. High interest rates usually mean lower stock prices, however investors should be cautious of the bull run, its best you connect with a well-qualified adviser to meet your growth goals and avoid blunder
Very true, you can be passively involved in the markts and still amass wealth-gains using an investment advisor. I first dabbled in stocks late 2019, just before the pandemic, and that same year gained over 150% with no prior investing experience, basically all I was doing was following directions of my advisor. We are working on a retirement ballpark of $3m and I’m certain my goal isn’t farfetched after subsequent investments and tremendous returns so far.
Certainly, there are a handful of experts in the field. I've experimented with a few over the past years, but I've stuck with ‘’Melissa Terri Swayne” for about five years now, and her performance has been consistently impressive.She’s quite known in her field, look-her up.
I just looked her up on the internet and found her webpage with her credentials. I wrote her a outlining my financial objectives and planned a call with her
I think investors should always put their cash to work, especially In 2024, we'll start to see more market diversification. I'm hoping to invest about $350k of my savings in stocks against next year. Hope to make millions in 2024
Since risk is at an all-time high right now, perhaps you should be a little more patient and return when it has decreased. Alternatively, you can consult a trained financial expert for strategy.
Yes true, I have been in touch with a brokerage Advisor. With an initial starting reserve of $80k, my advisor chooses the entry and exit commands for my portfolio, which has grown to approximately $550k.
I’ve been looking to switch to an advisor for a while now. Any help pointing me to who your advisor is?
NICOLE ANASTASIA PLUMLEE is her name. She is regarded as a genius in her area and works for Empower Financial Services. She’s quite known in her field, look-her up.
I searched for her full name online, found her page, and sent an email to schedule a meeting. Hopefully, she responds soon. Thank you
The main focus for markets now is Nvidia, which has powered a large chunk of the S&P 500’s recent earnings. Nvidia’s stock, up more than 90% this year, rose 2.5% in New York on Monday, sending the Nasdaq 100 index to another record high. I'm still looking for companies to make additions to my $350K portfolio, to boost performance. Here for ideas...
I think the safest strategy is to diversify investments. Like spreading investments across different asset classes, like bonds, real estate, and international stocks, they can reduce the impact of a market meltdown
I read that Nvidia provides tech for crypto mining services/blockchain transactions. Could the current crypto pump be attributed to Nvidia’s great earnings and should I hold some crypto as well, cos tbh I’m having FOMO with the current crypto price at 64k.
It’s going to be a wild year for these sectors, so you should def. invest in crypto. 60% of my portfolio is spread across tech stocks, crypto and Crypto/Gold ETFs.
Yes, my asset manager advised I spread further into mutual funds and crypto Etf and boy am I glad I did. The whole idea is: Don’t get too greedy and also to exit at the right time, so generally I do find having an adviser very helpful, because what Avg. Joe really has time to watch and comprehensively analyse the market.
could you recommend some good advisers? don’t get me wrong, I already have an asset manager, but he seems not to know much about crypto.
Finding financial advisors like Carol Vivian Constable who can assist you shape your portfolio would be a very creative option. There will be difficult times ahead, and prudent personal money management will be essential to navigating them.
I just looked her up on the web and I would say she really has an impressive background in investing. I will write her an email shortly.
I already own shares of NVDA, PALANTIR, TSLA, and APPL as well. Sure, I don't mind having these equities sit around for a while, but I'd also like to appreciate short-term opportunities that could fetch $200,000 or less
the strategies are quite rigorous for the regular-Joe. As a matter of fact, they are mostly successfully carried out by pros who have had a great deal of skillset/knowledge to pull such trades off.
Opting for an inves-tment advisr is currently the optimal approach for navigating the stock market, particularly for those nearing retirement. I've been consulting with a coach for a while, and my portfolio has surged by 85% since 2022
Please can you leave the info of your lnvestment advsor here? I’m in dire need for one.
Laila artine kassardjian' is the licensed coach I use. Just research the name. You'd find necessary details to work with a correspondence to set up an appointment.
Thank you for this Pointer. It was easy to find your handler, She seems very proficient and flexible. I booked a call session with her.
I agree that many people are considering NVDA as the "Stock of the year." However, I'm curious about which stocks could potentially become the next META in terms of growth over the next decade. I've allocated $200k for investment, looking for companies to make additions to boost performance
I think the next big thing will be A.I. For enduring growth akin to META, it's vital to avoid impulsive decisions driven by short-term fluctuations. Prioritize patience and a long-term perspective consider financial advisory for informed buying and selling decisions.
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 licensed advisors and came across someone of utmost qualifications. She's helped grow my reserve notwithstanding inflation, from $275k to $850k.
Glad to have stumbled on this comment, Please who is the consultant that assist you and if you don't mind, how do I get in touch with them?
Her name is ‘MICHELE KATHERINE SINGH’. Just research the name. You’d find necessary details to work with a correspondence to set up an appointment.
Thanks for sharing. I curiously searched for her full name and her website popped up after scrolling a bit. I looked through her credentials and did my due diligence before contacting her. Once again many thanks
I have $170K in Nvidia right now. I only got into stocks to try and make anything to help afford some medical infusion treatment that I need. I know it’s a risky game especially for someone like me who isn’t focusing hard on the market. I just don't want to make any wrong move. Do I hold or sell and buy back? Genuinely asking for any advice..
You don't sound like a very conservative investor like me. Lol.....Hold on. you're in for a long run... NVIDIA ATW!!
Well all i know is that you cannot go wrong taking profit at near high. No one ever went broke taking a 10% loss. It's best if you consult with a fiduciary advisor to get informed buying & selling decisions.
You're right, I and a few Neighbors in Bel-Air Area work with an advisor who prefers we DCA across other prospective sectors. Instead of a lump sum purchase, Following this, my portfolio grew by close to 40% in the last quarter.
@blaquopaque I'm intrigued by this. I've searched for financial advisors online but it's kind of hard to get in touch with one. Okay if I ask you for a recommendation?
Well, I chose *Jennifer Leigh Hickman* as my advisor after her interview on CNBC In 2020. She is SEC regulated with offices in the US and quite frankly a genius with portfolio diversification. You should look her up...
To be a successful business owner and investor, you have to be emotionally neutral to winning and losing. Winning and losing are just part of the game. Risk comes from not knowing what you are doing.
People dont understand that the prices of things are never going back down. This inflation is deeper than we think. Those buying groceries are well aware that the real inflation is much over 10%. The increments dont match our income, yet certain investors still earn over $365,000 in stocks and assets. Wish I could accomplish that.
Very possible! especially at this moment. Profits can be made in many different ways, but such intricate transactions should only be handled by seasoned market professionals.
Some persons think inves'tin is all about buying stocks; I think going into the stock market without a good experience is a big risk, that's why I'm lucky to have seen someone like mr Brian C Nelson.
Finding yourself a good broker is as same as finding a good wife, which you go less stress, you get just enough with so much little effort at things
Brian demonstrates an excellent understanding of market trends, making well informed decisions that leads to consistent profit
Lulu was a Lemon. Kirky Sigs though! Haha. Love the deep dives. You definitely do your homework.
“Kirky Sigs” should be JC’s 3rd UA-cam channel
Nvidia is fun to be holding right now!
Trend is your friend, indeed.
Up 40% since I bought April 29th lol
Being up %2000 Sure is fun 😅
I suspect the fun is over now.... at least for a while. Correction to below $1000 on its way, and I'm not surprised if the price drops 50%+ from it's current price before todays high gets breached (meaningfully).
@@silentwilly2983 Wah! Wah! Wah!
Great video and thank you for your efforts. I’m favored financially with Bitcoin ETFs approval, Thank you buddy. $12,000 monthly profit regardless of how bad it gets on the economy.
6:52 kirky sigs lmaooo why did u just add that random part in
I really did LOL at this too.
You mean, why did he add in the best part of the video? I just about sprayed my water on my computer. This was gold and he knew it!
If you are willing to own Costco at these levels, then Nvidia is the bargain of the century!
I remember when Nvidia was dirt cheap, you did analysis and did not want to get into semiconductors because they are too "cyclical". You also sold Domino, which I did not and continued to hold, which proven to be a big winner. I guess no one can always be right.
If your uber driver talks to you about nvidia, then it’s really a huge bubble…proceed with caution
I have been investing in AMD, Nvidia and etc before the pandemic .This part time Uber driver has a full-time job , part owner of a family business and has a tech degree from the University of the Hood😂😂😂🎉 long Nvidia lololol the elite peasant.
Think he was making reference to shoe shine boy
Stay on the sidelines then. I have been it since 2015. I don’t have to tell you that I’m doing really well with it
I bought at $200 and sold at $800, no regrets.
I recently sold some of my long-term position and currently sitting on about 250k, do you think Nvidia is a good buy right now or I have I missed out on a crucial buy period, any good stock recommendation on great performing stocks will be appreciated.
nvidia is changing the game but ideally, diversification is the actual key to good investing and most people benefit from working with well experienced financial experts, particularly those approaching retirement
Well agreed, I'm in line with having an advisor oversee my day-to-day investing cos, my job doesn't permit me the time to analyze stocks myself. Thankfully, my portfolio has 5X in barely 5 years, summing up nearly $1m as of today.
truly appreciate the implementation of ideas and strategies that result to unmeasurable progress, thus the search for a reputable advisor... mind sharing info of this expert guiding you please?
Her name is “TERRI ANNETTE MOORE” can't divulge much. Most likely, the internet should have her basic info, you can research if you like
excellent share, curiously inputted her on the web, spotted her consulting page ranked top and was able to schedule a call session. Ive seen commentaries about advisors but not one looks this phenomenal
FOMO is so real with this one, I blinked and it went from $900 announcing a stock split, to over $1200 now, and continues climbing, absolutely crazy how quickly this has gone up!
Especially when your shoes shine Guy tells you to buy... Big red flag.
Thanks Mate, the sad truth is that no one has a clue, we all react to what happens as it happens and try to analyse it but can’t predict an iota of what is going to unfold in the markets… content creators are like amplifiers, when times are good they affirm it and try to tell you why it’s good and that it’s looking bullish but then all of a sudden the market turns bearish and everyone affirms it again and try to analyse why… it’s so sad that many are so powerless and it's not about guessing the market's next move; it's about playing it smart and steady during trading...managed to grow a nest egg of around 2.3Bitcoin to a decent 19Bitcoin in the space of a few months... I'm especially grateful to Linda Wilburn, whose deep expertise and traditional trading acumen have been invaluable in this challenging, ever-evolving financial landscape.
Linda Wilburn program is widely available online.
Trading with an expert is the best strategy for beginners and busy investor s who have little or no time to monitor their trades.
I don’t know what y’all talking about. 80% of my wardrobe is from Costco 🤣🤣🤣🤣
Carlson is mad angry he didn't invest in Nvidia. Costco=great at 50 forward P/E, Nvidia bad at 46 forward P/E
I like your take on the lulu lemon competition and the points you highlited, but think about Corcs. 2 years ago only Crocs and Yeezy were selling foam shoes, clogs, mules, etc now you have 5+ different Adidas models, abut the same Nike, Fear of god has one, Lacoste and there are some new brands that i never heard of that now make foam leisure shoes like Oofs. Crocs is in a difficult position now but from their reports things seem to go very good until now and they are valued at a 10 pe and a 10 fcf yield. I know that they might be unpredictable that the demand for foam shoes can die almost instantly but even with that i think crocs will still sell more or less thhe same ammount as before and the brands that will be impacted will be the ones that followed with the hype. I have a position at 105$ and i am thinking that even 140$ as o now is still a decent value.
6:51 "We think Kirky Sigs is 'amaze-balls'" OMG🤣
Buying Nvidia stock and buying lululemon clothes. Life is good.
But he just told you that Lulu lemon is threathened by Costco
I think you're a bit confused. The LULU brand targets trophy wives and IG influencers ! Not in a million years will these people shop at Costco for their clothes ! 😂
I think you’re a bit confused. Like any luxury brand, they project the image of wealthy and attractive clientele - but they make their money selling to people that shop at Costco, drive beat-up F150s, and eat at chain restaurants. You thinking IG models and trophy wives buy and wear Lululemon, Louis Vitton, Coach, Hilfiger, etc - that means the system is working. ;-)
Not sure if your Qualtrim graph is a correct. I purchased my NVDA at $2.78 /shr in 2013 (2021 split adjusted)
My valuation showed that according to current estimates, an order to get a minimum of 15% per annum over the next 5 years (assuming a PE ratio of 30) you would have to pay under 1600 for Nvidia. The issue is, these are according to estimates that claim nvidia will grow by 46% per annum over the next 5 years. That’s a huge estimate, if it does half of that which is still huge growth then it’s already way overvalued. It’s very hard to estimate any companies forward growth, let alone a semiconductor company. Analysts are almost always wrong by a huge margin.
I get your point regarding athleisure and the competitiveness but you at the same time wearing an adidas jacket shows that at the end people tend to go for branded products, even there are cheaper dupes available.
You mention only investing in companies that have a monopoly but never bought Nvidia. I'm not saying it's a buy at this price, but surely at some point in the last 18 months it should have been in your consideration?
I think reliable FCF is what he mentioned in the past as well. Did NVIDIA have reliable FCF before 2020 (COVID and now AI)? But sure, you miss some stocks, you can't catch them all.
I would agree about your analysis of LULU and their competition, but a good sign of competition is looking at gross margins, which actually expanded this quarter.
Joseph is so upset about missing Nvidia his skin started to break out.
I don’t want to buy NVIDIA nor Lululemon. I want to own Costco.
I get clothes at Costco and save so much! I should’ve bought NVDA last year😩😭
Lululemon is a status symbol for yoga ladies. Saying Costco will compete with Lululemon is like saying gas station coffee is competition to Starbucks. Plenty of computer companies makes significantly better and faster phones and computers than Apple, but Apple will always be the status symbol.
I'm not going to short it, the momentum makes it too risky, but if I look at the technicals I'm convinced that NVDA topped today.
Makes no sense
So you don't agree with your own TA
@@shauncawley1138 How so doesn't it make sense? How so don't I agree with my TA? There goes a lot more into an investment/speculation decision than just a price prediction.
I have nvida and its crazy to see how much a stock can rise in a matter or a year
I remember buying NVIDIA @ 120.. selling at 175... then getting back in @ 600. It was a tough decision to buy at then all time highs but man was that worth selling other holdings to build an NVIDIA position.
The guy over at Everything Money sold naked calls on NVDA at the beginning of the year 🤣
The irony of comparing Lululemon with Costco and wearing an Adidas jacket haha. Not hating, great video Joseph, but found that one funny.
Thank you for hearing your community and making more and more videos about companies outside your portfolio. This is great and I am looking forward to every one of your videos!
Boo-yah, JoeyCar! I agree with you, competition adding up for Lululemon. You give some good insights for sure. Been following you channel, and ever seen starting my own self-managed portfolio 1/22/24, my gains are now at +41.76%. So playing with some house money now.. shorting LULU and may participate in some small kutty play with $GME. again, just playing with house money and see what else I can learn playing around a little.. Let's go!
The top 3 key risks for NVIDIA Corporation include:
1) Failure to adapt to rapid changes in technology and customer requirements, which could adversely impact financial results;
2) Intense competition that could reduce market share and financial performance;
3) Regulatory, legal, and political actions, including export controls and tariffs, that may restrict business operations or increase operational costs, particularly those affecting the semiconductor and AI industries, which could materially impact the company's ability to manufacture, sell, and distribute products globally
I love Costco. My favorite store. I wear Vuori and Lululemon and would buy the Kirkland version in a second. I want to buy Costco stock but the price is too expensive. I figure what’s the point of owning only 1-10 shares when I can purchase Chipotle or Nvidia or Apple for cheaper. I hope that Costco splits so that I can afford it.
I feel like we're in AI bubble territory. My portfolio just hit an ath because of Nvidia.
Jospeh gets a hard on from talking about Costco. Stretching it a little bit, saying this retailer is comparable and competes with an actual apparel business.
Comparing COST to LULU is a stretch. On an individual product here and there, sure, but in aggregate it’s pretty laughable. But, to your credit, it was prime content usable for the show, so I can’t fault you there. And, running a concentrated portfolio, that’s the type of paranoid scrutiny that helps manage risk. Cheers to you, Sir.
While walking around in Costco today, I’m not sure the same demographic is buying lululemon at all. Just my observation, but I see many 40-60 yr olds, out of shape.
So Joseph, you actually like it when Costco copies successful designs from other companies who put all their effort into designing it … booh … as a business owner, I really disagree 😢… if we support all the big copy cat companies, there will be no more individualism and invention. I am so dissapointed of your point of view as a long time subscriber to your channel. And … forgive me, LULU fans won‘t buy their leggings at Costco, even if it‘s one of your favorite stocks.
just FYI Costco buys the kirkland brand from the branded company.. this is the normal practice. both make money, the branded manufacturer and the private label. yes Costco uses its scale to its advantage, but everyone makes money :D
I went Costco today to buy the shorts and long pants after watching this video. The quality was good and I was looking for something exactly like this. First time buying cloths from Costco but for sure I will again. Thanks for the video!
I never understood why people would pay hundreds or thousands of dollars for just a FANCY NAME TAG. Pathetic!
Wrong, the catalyst is more and more investors are buying ahead of the stock splick and a bit tomorrow of the stock split, fundamentals are growing and they are moving into other markets, taking out amd, intel and TSMC, Qcom
I love your videos. I want to keep away from luxury goods stocks. I know that people will show the farrari graph, but its not for me. I see nike and lulu as appealing to luxury. When you see what you can buy from Shein or Temu, it makes you wonder why people woul pay premium for clothes.
My wife shops at lululemon. She likes lululemon and occasionally spends at lululemon. But it’s not a lot because it’s expensive. She carefully picks and chooses what she wants from there. My wife also shops at Costco. And the difference in what she will spend at Costco vs. lululemon is not even question. She and I both spend tens of thousands at Costco every year. lululemon she spends maybe about a thousand every year? Lululemon has no competition with Costco.
About LULU and Costco pants, you need to research more on the quality of the fabric and the quality of the workmanship, what kind of cottons used and how durable after a number of laundries done to it. You can't really just say both pants look a like and feel "soft" and then form a conclusion that they are "identical".
Newsflash - " you pay for the name " in fashion brands.
And he’s wearing the adidas hoodie with the missing logo that they sell at Costco 😂 ALWAYS something not quite right about the stuff they sell at Costco ….thats my issue with them …..its always some minor defect
Next video: there is more and more competition for commercial space flights - but I own CostCo
Great video, as always, loving this channel! A while back you made a video about beating the market, I can’t find it, could you please reply with the link to it?
People are buying before the split. It’s that simple. This company is just getting started.
NVDA is a meme stock. Have you seen WSB over the past year and a half? They meme the same ticker every day.
I will be surprised if INTC don't give NVDA major competition starting 2025...
What is going on w CPKC? Are they going on strike?
Joseph I think when it comes to fashion, sales, advertising and branding are way more important than quality. I agree that the athleisure space is getting over crowded - AEO has Arie and Offline, and their sales have started to slip since last year. However, people who buy costco or amazon basic clothing are very unlikely to be frequent lululemon shoppers in the first place
Biggest difference is the brand. People buy brands not quality.
lol MFST is trading at the same forward earnings as NVDA so it’s not too stretched at all
I hope Costco announces a stock split 🤞🏻
Lly could too
Hi Joseph, you publish the best investment content on UA-cam. A company I think worth having on your radar is a hardware/software player Samsara. The company is far from being a compounding machine but it is building a moat and platform in the physical economy that will become impossible to disrupt. Very expensive at a little over 10x sales but I believe the company's operating margin is on the verge of expanding significantly in the next 2-3 years while sales continue to grow at a 20-40% clip for the foreseeable future.
Joe, are you buying NVIDIA during the stock split?
Please report back on the joggers in a year, to see which ones pill and lose their shape. Amazon has been offering various dupes for years, and Lulu are still the best.
Great content as always, sir. Your videos pack a lot of meaty detail and always make me think. Two stocks (in different sectors) in this market blow me away - Costco & of course Nvidia. I’m holding both, with a long-term and large holding in NVDA. It has been very profitable to say the least, and the biggest winner I’ve ever had. As for cyclicality of their business, Jensen Huang has succeeded in my view of setting up a yearly cadence of upgraded AI chips for training, inference and Data centers - the upcoming Blackwell, then Blackwell Ultra, then Rubin, then Rubin Ultra, effectively suggesting we’ve got many quarters and indeed years ahead before folks stop buying and the cycle turns over. I’m confident what looks like the soon-to-be most valuable company in the world will find ways to innovate and re-calibrate to stay relevant and even critical in the years ahead. Thanks again for this and all your provocative videos. Well done. Gary
And owning LuLu lemon over Nvidia? Silly talk.
You don't have nvda in your portfolio! Then you are sure it goes up after splitting! Like Meta, Intel, and some other stocks that you were sure it's earning is positive but it was not.
ASML, the true true monopoly in chip making. No ASML = no NVIDIA
Sssh! Lina Khan might hear you!
2nd level thinking says TSM is cheaper than nvidia.
Jansen is my hero...way to go man signing girl's top like a rockstar!
If you think Costco competes seriously with LULU, I think we're at peak fear lmao.
I wonder if the costco clothes feel the same as the premium brands after being washed several times. Either way the dramatically lower price makes it hard not to just buy at Costco.
I say so I’ve Kirkland brand shirts for over year without really any problems
I trimmed my nvidia position this morning, apparently I did my TA right this time. 1250 is a key level to watch, if it breaks above we can expect another ridiculous ~30% upside before a steep correction.
I dont know what people expect from Nvidia on 3T market cap… it is cyclical buisness people…. Dont forget about it!
So? I've been a shareholder since 2021... It took us 66%, and guess what I'm still up over 400%. Sometimes with good growth companies you have to accept the fact that there's going to be some downside volatility in order to get that maximum upside volatility. Even quality growth is volatile.
Dude, what happen to your face? You look a lot older for some reason.
"kirky sigs" 😂😂😂
never expected to hear about ksi on this channel lol
the fact you didn't mention TNA (Aritzia) as competitor to LULU make me even more bullish on ATZ :D
Winner takes most... not worried about LULU
When your shoe shine Guy tells you to buy NVDA... That's a warning sign
Nivida is a bargain compared to Chipotle.
Signing a woman's bra as the peak, I love it! lol
I know someone who works in clothing manufacturing. Couple things stand out. #1. It's entirely possible the Costco ones are made in the same factory as the expensive brand. #2. At $13.99, Costco is likely losing money on these when all other costs are factored in. They're loss leaders. With that said, I don't think Costco will be able to make huge dents on LULU or other premium sportswear companies. Many people buy these products for their brands.
NVDA forward PE is cheaper than costco , u didn’t mention that part , lol
Do you have any children Joseph?
Most of the AI spend will be in the semis industry over the next 10 years. If you believe that AI will revolutionise things over the next 5-10 years you need to be owning some. Nothing comes close to NVDA right now, but if you're risk adverse you can just buy SMH or SOXX and ride the whole industry. These ETF's will beat most companies stock market returns over the next 10 years. Seems like a no brainer, cyclical or not.
I smell a clothing lawsuit
Boi Chinese will always copy. No big deal. The management is great. And it was quite disappointing that u didnt take a look at lulus growth. Or margins or anything. Telling an opinion is great. But i just have a feeling that you literally just dislike everything outside of your portfolio :D I have invested in LULU years ago. And eversince they deliver. It is one of the greatest management. If you decide to do a review do it properly please… that was a very low quality video… especially comparing the one with CRM. Where you tried to defend your pick for hours after a sentence with stuck with me. It has to be well priced cause look at the CFs. It was lastly 300 with CF/2. I know. You gotta sell your videos. Thats where the portfolio is coming from. But please grow your Econ/finance and accounting knowledge in the meantime. This is shallow and low quality.
GME is skyrocketing again.
What about MircroStategy?
I can't yet describe why a GPU can't replace a CPU or how CUDA is used so NVIDIA is just a pass, if I miss out I prefer to understand exactly what I missed out on instead of following the trend because 'No one can catch up with NVIDIA'
I’ve been buying Costco athletic wear, and even nicer casual dress clothing, jeans, etc… for eons now. It’s ridiculous to spend $$$$ on the same exact looking thing, with similar quality.
Amazon's forward PE is 40. Micosoft's forward PE is probably 36 . These companies are possibly close in last month's forward PE of NVDA. What is a growth investor to do?