@@rickclagg7108 EXACTLY what I am hoping for. I also bought Amazon leveraged stock 4 weeks ago because I thought they will kick ass on earnings and I would then sell 2 days later all my Amazon and move all that money into NVDL. I was shocked that Amazon dropped like a rock. In a week or two I will sell Amazon and move that money into NVDL and hopefully it will work out OK. If Nvidia especially NVDL does not go up a lot after August 28 Earnings I will be shocked.
EXTREMELY undervalued. Their lack of a marquee LLM makes people think they're behind on AI but that's totally wrong, between Waymo and DeepMind they have promising pathways to hugely profitable AI products. LLMs are a distraction from the real AI opportunities.
Damn I am happy you added UBER as I have quite a big position on it and I am down a few %, everyone's talking about Tesla taxis - but uber keep doing great partnership so I am holding tight!
I have been waiting for a top ten list; too nine is even better!! I’m currently hold stocks on the first two on your list and have Uber on my watchlist. Thank you!!!
The outlook back in April is eerily the same as now. Back in April, there was fear of inflation respike and fed would keep rates elevated till 2025. Now, there is fear of recession and fed is too late on cutting rates. But looking at strong GDP and tech ER remains strong led me to believe that market is overreacting and could be a rare opportunity to buy the dip. Also, TSM and AMD ER really serve as a hint of NVDA which I believe is gonna smash earnings and guidance.
and you have META saying they will need 10x the compute power in coming years to train Llama4. just one example.. we might have rocky couple weeks but make it through it and you will prosper.
My investments in V, HD and MA, the first two of which are also my top two holdings, have actually held up fairly well as everything else crashes and burns. It's mostly the AI related stuff that's down a whole lot, and the market is down in general. Diversification is important. If you can't psychologically tolerate a down market, which will almost always hit a portfolio of a handful of individual stocks a lot harder, I would suggest increasing exclusively in index ETFs. Start out researching VT, VTI and VXUS.
Hey thanks for all your informative videos very helpful… can you please also post a video for all the sell off that’s happening right now and if it presents any new opportunities to invest across the wide spectrum of stocks
Speaking of S&P500, what are your thoughts on Berkshire? Buffet recently sold a big chunk of their APPL and Bank of America position recently. Are we expecting some kind of market correction or recession?
The chances of a recession are still pretty low based on the data I am seeing. That said, there is always a risk of a sharp economic slowdown because of how our financial system works with debt.
I see, thanks. I have 2 stocks that are on this list (Paypal and Chewy. Both are up). When I view your videos I always see great educational value. Some videos on a stock repeat what was already said previously but they remind what I forgot. I don't rush to buy a stock that you recommend but I put it on my watch list. The only stock I am sorry I bought is Paramount Global. Do you post videos on Intel, Roku, and Snap soon?
What has made you sour on Paramount, if you don't mind my asking? I feel like it's the riskiest, by far, of the streaming companies I own (I also have positions in NFLX & DIS), but I still feel like it could pay off over the next couple of years. Them again, I never bought any shares for more than $12, and sold off everything I had bought for more than $11.50 during one of the price spikes when investors thought they'd be about to cash in through Paramount getting acquired.
dvd1701. Not sour but bought it too early ($17). After some rate cuts the stock can recover. Then, I will think if to keep it or to sell it. It could pay off.
he has MU as a buy, as do many others. the good thing about MU is that no matter who make the GPU or TPU they need HBME. MU has some very interesting new products competing in the field.
May be you haven't seen AI capability in a real life professional application.. it's phenomenal what it can do and make life so much easier and improve productivity multifold.. for example my friend is a radiologist. He has AI bot that gives almost a complete report for him when the images are loaded.. and he just verifies it's findings and corrects any small misfidings and false positives.. and it learns his style of reporting as well.. this enabled him to read more studies per hour making him more productive.. it's coming and it's going to be in every aspect of life..
He likes Uber better, given that it's on his top stocks list. He did a video a couple months ago where he also upgraded Lyft to a buy. Uber is the more mature company, and has expanded internationally. It has scaled more than Lyft and its international reach is allowing it to partner with multinational companies to provide ride sharing to their employees. Lyft is smaller and riskier.
Nah, listen to Meta and others, spending is increasing don’t think it’s crash personally think it’s a healthy pull back but we’ll see. Trump needs to smoke kamila to bring back certainty. Trump is good for stocks and economy, Harris will cause a recession.
I bought 500 K of NVDL and AMZL 2X LEVERAGED stocks a month ago and i have been getting my ass kicked big time.
❤😂🎉
soon your ass will heal and get rich.
Don't sell your NVDL. Leverage got you down and Leverage is what can bring you back. NVDA will go parabolic and leave you behind.
@@rickclagg7108
EXACTLY what I am hoping for.
I also bought Amazon leveraged stock 4 weeks ago because I thought they will kick ass on earnings and I would then sell 2 days later all my Amazon and move all that money into NVDL.
I was shocked that Amazon dropped like a rock.
In a week or two I will sell Amazon and move that money into NVDL and hopefully it will work out OK.
If Nvidia especially NVDL does not go up a lot after August 28 Earnings I will be shocked.
@@stellagrish9019covered by what ?
Nvidia and Amz are major holdings for me too. Added a pile more just before the run down began. Will likely hold for years.
Got my ass kicked with NVDA but holding tight and believing
Im in at 139 avg😂 just waiting for next year till it somewhat recovers
@@09BRXi went in at 130 with life savings … investing for the long haul , but nerve racking 😅
Bro i just bought the dip 91$ holy shid@@09BRX
Alphabet is extremely undervalued.
EXTREMELY undervalued. Their lack of a marquee LLM makes people think they're behind on AI but that's totally wrong, between Waymo and DeepMind they have promising pathways to hugely profitable AI products. LLMs are a distraction from the real AI opportunities.
Damn I am happy you added UBER as I have quite a big position on it and I am down a few %, everyone's talking about Tesla taxis - but uber keep doing great partnership so I am holding tight!
I have been waiting for a top ten list; too nine is even better!! I’m currently hold stocks on the first two on your list and have Uber on my watchlist. Thank you!!!
Good stuff!
The outlook back in April is eerily the same as now. Back in April, there was fear of inflation respike and fed would keep rates elevated till 2025. Now, there is fear of recession and fed is too late on cutting rates. But looking at strong GDP and tech ER remains strong led me to believe that market is overreacting and could be a rare opportunity to buy the dip.
Also, TSM and AMD ER really serve as a hint of NVDA which I believe is gonna smash earnings and guidance.
ARM also had a good ER, along with Vertiv. They're all linked to nvdia.
@@killerrabbit2693 IWM is trash with 40% of the companies only profitable. In fear of recession, big money may flock back to SPY as hedge.
and you have META saying they will need 10x the compute power in coming years to train Llama4. just one example.. we might have rocky couple weeks but make it through it and you will prosper.
I would trust you more than any other analyst, honesty trumps.
Great picks. I’d add TSMC.
How is MSFT not on this list?
super company you can hold it for 10+ years
Excellent video, thank you.
You are welcome!
Thank you 🙏 for your service ❤❤
Most of us got our ass kicked this past week I’ll find my entertainment somewhere else. Thank you very much.😂😂
it's buying time soon!
🤣😂 same here... do not panic...
Most of the market is falling, maybe recession coming, no one knows the future
I’m expecting some economic pain these next 6 months.
My investments in V, HD and MA, the first two of which are also my top two holdings, have actually held up fairly well as everything else crashes and burns. It's mostly the AI related stuff that's down a whole lot, and the market is down in general. Diversification is important. If you can't psychologically tolerate a down market, which will almost always hit a portfolio of a handful of individual stocks a lot harder, I would suggest increasing exclusively in index ETFs. Start out researching VT, VTI and VXUS.
thank you for your efforts, do you consider any technical analysis or it is pure fundamental?
Where do you foresee these stocks by the end of 2024/Q1 2025?
Excellent content Parkev. I currently own 4 of these stocks. . I have Uber and Chewy on my watchlist. Which one would you lean towards. Thanks!
Hey thanks for all your informative videos very helpful… can you please also post a video for all the sell off that’s happening right now and if it presents any new opportunities to invest across the wide spectrum of stocks
Sure thing!
Honestly I don't know if should buy the discounts now or just wait for the crash cuz every one is telling the crash is defiantly happening soon
Perma bears are always expecting a crash
DCA as always. never wait for a crash
Add little little to your portfolio
This sounds counter intuitive but just dollar cost average on the way up that way you don’t keep buying a falling knife
@@raudelulloa2597 Is this strategy for a short term traders or long term investors?
Speaking of S&P500, what are your thoughts on Berkshire? Buffet recently sold a big chunk of their APPL and Bank of America position recently. Are we expecting some kind of market correction or recession?
The chances of a recession are still pretty low based on the data I am seeing. That said, there is always a risk of a sharp economic slowdown because of how our financial system works with debt.
Be careful with using forward PE. This thing is never accurate and can lead you to make a wrong decision especially a business is cyclical.
I see, thanks. I have 2 stocks that are on this list (Paypal and Chewy. Both are up). When I view your videos I always see great educational value. Some videos on a stock repeat what was already said previously but they remind what I forgot. I don't rush to buy a stock that you recommend but I put it on my watch list. The only stock I am sorry I bought is Paramount Global. Do you post videos on Intel, Roku, and Snap soon?
What has made you sour on Paramount, if you don't mind my asking? I feel like it's the riskiest, by far, of the streaming companies I own (I also have positions in NFLX & DIS), but I still feel like it could pay off over the next couple of years. Them again, I never bought any shares for more than $12, and sold off everything I had bought for more than $11.50 during one of the price spikes when investors thought they'd be about to cash in through Paramount getting acquired.
dvd1701. Not sour but bought it too early ($17). After some rate cuts the stock can recover. Then, I will think if to keep it or to sell it. It could pay off.
Yeah, not the best timing. Better than Warren Buffett's, though. I read somewhere he had a cost basis of over $30 on his PARA shares.
why not MU? its down over 35% from its high
he has MU as a buy, as do many others. the good thing about MU is that no matter who make the GPU or TPU they need HBME. MU has some very interesting new products competing in the field.
Tanks you for your vidéos
Thanks for watching!
Parkev should we be cautious right now since it's possible for a crash that could be coming? This week has been very weary and see sawing.
I just published a video on my thoughts about the recent stock market crash potential.
@parkevtatevosiancfa9544 Thanks I'll check it out.
Amazon P/E is cheap it will grow into it easy fast
their earnings were good. even if by some chance we slip into recession WMT and AMZN perform well.
SNAP MIGHT bounce a bit before their next earnings but I wouldnt hold it thru the next earnings report- it has consistantly disappointed wall street
Hello my friend thanks again !
Thanks for the visit
Professor, so you think Ai is over hyped, we don't see any significant change in techs even after spending so much in Ai. Is it a bubble?
May be you haven't seen AI capability in a real life professional application.. it's phenomenal what it can do and make life so much easier and improve productivity multifold.. for example my friend is a radiologist. He has AI bot that gives almost a complete report for him when the images are loaded.. and he just verifies it's findings and corrects any small misfidings and false positives.. and it learns his style of reporting as well.. this enabled him to read more studies per hour making him more productive.. it's coming and it's going to be in every aspect of life..
Love your videos Parkev! Would like to hear your thoughts on $MBLY!
Why snap ? it keep dropping after every earnings call.
I bought NVDA when you said to buy and now I’m down big, down 19k
Any crash coming, your insights
nobody knows, you know when the bear hits
is there an EFT with these in it?
Can you do video on QCOM please
Why aren't you talking about the Market Crash
He doesn’t care.
Can you please compare Uber vs Lyft please?
He likes Uber better, given that it's on his top stocks list. He did a video a couple months ago where he also upgraded Lyft to a buy. Uber is the more mature company, and has expanded internationally. It has scaled more than Lyft and its international reach is allowing it to partner with multinational companies to provide ride sharing to their employees. Lyft is smaller and riskier.
You have disappointed on SYM? The earnings wasn't that good
For now wait for the bottom......we are seeing 2022 prices.....choose wisely
I have position in 5 of them’
first 😊
AI is the boom over
Nah, listen to Meta and others, spending is increasing don’t think it’s crash personally think it’s a healthy pull back but we’ll see. Trump needs to smoke kamila to bring back certainty. Trump is good for stocks and economy, Harris will cause a recession.
Lol, four years ago you were unemployed wiping your butt with paper towels
Amatur seriously
snap?
Buy high sell low 👌