Constellation's Ray Wang on his top two megacap tech stocks: AMZN, TSLA

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  • Опубліковано 11 січ 2025

КОМЕНТАРІ • 94

  • @AuerbachsPettises
    @AuerbachsPettises 14 днів тому +174

    The biggest lesson I learned in 2023 about the stock market is that nobody knows what will happen next, so practice some humility and low a strategy with a long-term edge.

    • @RodericksCurrys
      @RodericksCurrys 14 днів тому

      Nobody knows anything; You need to create your process, manage risk, and stick to the plan, through thick or thin, While also continuously learning from mistakes and improving.

    • @PaulsByarses
      @PaulsByarses 14 днів тому

      @@RodericksCurrys Inflation is gradually going to become part of us and due to that fact, any money you keep in cash or a low-interest account declines in value each year. Investing is the only way to make your money grow. Unless you have an exceptionally high income, investing is the only way most people will have enough money to retire.

    • @AuerbachsPettises
      @AuerbachsPettises 14 днів тому

      @@PaulsByarses I will be happy to receive assistance and glad to have someone help me, but how can one spot a reputable one?

    • @PaulsByarses
      @PaulsByarses 14 днів тому

      @@AuerbachsPettises The beauty of MARGARET MOLLI ALVEY approach is her dual focus: while aggressively pursuing profit opportunities, she's equally tenacious about shielding investors from potential pitfalls. It's a balance few can achieve.

    • @AuerbachsPettises
      @AuerbachsPettises 14 днів тому

      @@PaulsByarses Thank you for this Pointer. It was easy to find your handler, She seems very proficient and flexible.

  • @VickyJones-y9g
    @VickyJones-y9g 12 днів тому +260

    Great video and very straightforward. I don't see any other perfect time for one to invest in crypto and trade than now. I don’t think that buy and hold is a valid investment strategy anymore but trading is worth it and you make more money when you trade correctly. just made my first $100,000 in crypto and I barely know how to express how happy and excited I am right now. Its all about knowing what strategy to apply and when.

    • @AlexieAuer
      @AlexieAuer 12 днів тому

      Trading in Bitcoin now is the wisest thing to do now especially newbies beginner....

    • @CheyanneSmitham
      @CheyanneSmitham 12 днів тому

      How can one start, most times people don't know where to start when it comes to crypto.
      But it would be great if you can provide proper guidance on steps to follow please

    • @VickyJones-y9g
      @VickyJones-y9g 12 днів тому

      As a beginner investor, it’s essential for you to have a mentor to keep you accountable. Myself, I’m guided by Alex Mathew . A widely known crypto consultant

    • @DawnRempel7
      @DawnRempel7 12 днів тому

      Well...I will advise you should start investing with an expert because trading with an expert is the best strategy for newbie...

    • @RoderickKuhlman57
      @RoderickKuhlman57 12 днів тому

      I started working with Alex Mathew back in June, and my financial goals have never been clearer. It’s like having a strategic partner for my money with a solid track record.

  • @weho_brian
    @weho_brian 18 днів тому +11

    this guy is like Tom Lee Lite

    • @MichaelClarke75
      @MichaelClarke75 18 днів тому

      😂 #tomzero

    • @LuKiSCraft
      @LuKiSCraft 18 днів тому

      100% lmao

    • @istvanpraha
      @istvanpraha 18 днів тому

      LOL neither of them can ever say anything is overpriced. They're also pushing this weird narrative that the past decade has been a horrible time for IPOs and mergers, and that is magically changing now. Like what the heck was preventing them from IPOing into one of the biggest bull markets and money printing regimes of a century!

  • @Vlad-qu5mt
    @Vlad-qu5mt 18 днів тому +3

    Wang is right
    Companies that can leverage the monetization of technology and AI
    in their business model to gain an edge
    ie Amazon logistics delivery data centers...

  • @DuncanVirginie
    @DuncanVirginie 15 днів тому

    Thanks for the analysis! I have a quick question: My OKX wallet holds some USDT, and I have the seed phrase. (alarm fetch churn bridge exercise tape speak race clerk couch crater letter). Could you explain how to move them to Binance?

  • @CasperHand
    @CasperHand 14 днів тому +139

    Last year, I invested $15k in Crypto and made about $426k within a few months-and it’s still growing. I’ve always been a strong advocate for trading because it’s been incredibly rewarding for me. Looking forward to achieving financial freedom soon. And by the way, awesome content, brother!

    • @ToneyGulgowski
      @ToneyGulgowski 14 днів тому

      Money invested is far better than money saved , when you invest it gives you the opportunity to increase your financial worth.

    • @ChrisHall-h6r
      @ChrisHall-h6r 14 днів тому

      Sound good, How do you do that? I'm interested, how do I go about getting started?

    • @CasperHand
      @CasperHand 14 днів тому +1

      You need a pro that is good at navigating the market. Someone like Alex Heinz he trade for me.

    • @Helfriedbittner
      @Helfriedbittner 14 днів тому

      Wow!, I'm surprised you also trade with Alex Heinz, he's the best at what he does.

    • @HarleyCook-c7d
      @HarleyCook-c7d 14 днів тому

      Trading is the real investment. The process of trading can be complicated when you have limited knowledge. However, with the right strategy and setups, you can be successful. That's the whole point of investing.

  • @Graybeard_
    @Graybeard_ 18 днів тому

    In the short term (two years) AAPL is going to be a power house. It might not match the gains of a TSLA or an AMZN, but it also won't come with the risks or the roller coaster effect of these more volatile tech stocks. AAPL with its (mostly) closed services ecosystem will be the first mega tech company to bring AI to the average person. It will be AAPL customers who will start the wave of people integrating and then relying upon AI for many everyday tasks and aspects of living including problem solving, healthcare, private education for children, to care for the elderly.

  • @LuKiSCraft
    @LuKiSCraft 18 днів тому +2

    I don't think Quantum Computing will have its day until the 2030's but I guess we shall see. I prefer to position around AI as that is the much more imminent technological innovation that is already underway and already producing sizeable revenues.

    • @1cx7r23
      @1cx7r23 18 днів тому

      What is quantum computing even supposed to be
      "This isn't really computing right now, it's potentially computing"
      Lmao

    • @LuKiSCraft
      @LuKiSCraft 18 днів тому

      @ yeah there are uses for it but mostly academic right now. I struggle to see how it will have even remotely as much market demand as AI.

  • @dofi92
    @dofi92 18 днів тому +9

    If Bitcoin follows the same patterns it followed in the last cycles,we will have a 200k Bitcoin by the end of 2025.I think we can even have more than 200k because many catalysts will impact the crypto market in 2025:1-Central banks joining the Bitcoin bandwagon in January 2025,2-A new SEC commissioner will be nominated 3-More institutions will come to the market 4-A potential Crypto regulation will come out in 2025 5-FED lowering interest rates all year of 2025...never been a better time to be involved in the market........ I have managed to grow a nest egg of around 3b"tc to a decent 26B'tc in the space of a few months. Amidst this, the insights of a knowledgeable guide like that of Aria Cookings Crypto can be crucial. Her expertise in navigating the nuances of trading has been the key for Me understanding and making the most of these emerging financial trends.

    • @dofi92
      @dofi92 18 днів тому

      Aria Cookings program is widely available online

    • @dofi92
      @dofi92 18 днів тому

      The internet is filled with so many useful information about Aria Cookings crypto

    • @dofi92
      @dofi92 18 днів тому

      The internet is filled with so many useful information about Aria Cookings crypto

    • @HuyPhạm-r7i
      @HuyPhạm-r7i 18 днів тому

      In a field as rapidly evolving as cryptocurrency, staying updated is crucial. Aria’s continual research and adaptation to the latest market changes have been instrumental in helping me make informed decisions.

    • @lauraGo9
      @lauraGo9 18 днів тому

      I was big on gold and silver but a few months ago I discovered Bitcoin and Ethereum . Listening to lots of stuff from Cookings has been really helpful in my journey.

  • @Shannaschaberger-c9g
    @Shannaschaberger-c9g 18 днів тому +165

    I remember when I just got into crypto back in 2019 but later in 2020 I ended up selling it because I was dumb and I didn't understand it. I studied and learned and now I know how it works. Got back into crypto early in 2023 with 10k and I’m up with 128k in a short period of time .This comment serves as motivation for all those who have invested and continue to invest in cryptocurrencies with so many losses, do not give up, cryptocurrencies can change your life. Do your best to connect with the right people and you will surely see changes.

    • @katejoyceMerez-c9e
      @katejoyceMerez-c9e 18 днів тому

      Wow congrats, do you mind sharing how you did it...

    • @Shannaschaberger-c9g
      @Shannaschaberger-c9g 18 днів тому

      As a beginner investor, it’s essential for you to have a mentor to keep you accountable. Myself, I’m guided by Ryan Donald Robert. A widely known crypto consultant

    • @JohnsonSomto
      @JohnsonSomto 18 днів тому

      I started working with Ryan Donald back in June, and my financial goals have never been clearer. It’s like having a strategic partner for my money with a solid track record.

    • @Shannaschaberger-c9g
      @Shannaschaberger-c9g 18 днів тому

      He's mostly on Telegrams, using the user.

    • @Shannaschaberger-c9g
      @Shannaschaberger-c9g 18 днів тому

      @RobertRyanD THAT'S IT

  • @jones192
    @jones192 18 днів тому +2

    Warren is the GOAT. No debate. The man has already proven this no matter what he sells.

  • @istvanpraha
    @istvanpraha 18 днів тому

    A lot of these mega bulls don't make bull cases anymore, they just list what the company does. Yes, AMZN does many things, that's why it's consistently way overpriced. The question should be, what will push it even higher, not what do they do now.

  • @fengzheng888-l6m
    @fengzheng888-l6m 18 днів тому +1

    Early this year, all analysts shorted or talked badly about Apple, Google, and Tesla. But you never know. So the best way is to own all of them via ETF MAGS. Let them take turns.

  • @AaronRussell-k9k
    @AaronRussell-k9k 18 днів тому +1

    Buffet trimmed apple because it had become more than 40% of Berkshire's portfolio

    • @thaboog
      @thaboog 18 днів тому +1

      Wrong. He has multiple times in his career had 50+% of his portfolio in his top position. He either sold because he's planning a large buyout and needs cash, he has lost faith in AAPL, or he sees the stock as egregiously overvalued.

    • @AaronRussell-k9k
      @AaronRussell-k9k 18 днів тому

      @thaboog sure dude

    • @istvanpraha
      @istvanpraha 18 днів тому +2

      PE of 41 and almost no earnings growth and tiny dividend = horrible investment proposition. It's weird anyone thinks its a good buy!

  • @DamienManning-e1j
    @DamienManning-e1j 18 днів тому +32

    Bitcoin has a production cost like gold. Historically bitcoin has bottomed in every bear market close to its production cost in 2022 it was 17k. Right now the production cost is 49k. Also it's hard for me to see a world where central banks allow that amount of deflation. We are more likely to see hyperinflation than significant deflation with the fiat regime constructed the way it is. In 1929 they had to sever the peg to gold and debase. Today they don't have to do that at all they just start printing. I'm gonna say a sub 5k call for BTC is head in the sand bearish but as always I reserve the right to be wrong...... I have managed to grow a nest egg of around 2.3Bitcoin to a decent 24Bitcoin. in the space of a few months... I'm especially grateful to Jinny Franz’s, whose deep expertise and traditional trading acumen have been invaluable in this challenging, ever-evolving financial landscape.

    • @DamienManning-e1j
      @DamienManning-e1j 18 днів тому

      this is her official Telegrams..

    • @DamienManning-e1j
      @DamienManning-e1j 18 днів тому

      @JinnyFranz.

    • @KevinCorredera
      @KevinCorredera 18 днів тому

      Bitcoin's role as a store of value and its potential for future growth make it an attractive investment option. BTC trading can be a thrilling way to participate in this digital asset's journey.

    • @GaryHocking-j6y
      @GaryHocking-j6y 18 днів тому

      I will recommend. Jinny Franz. Investing Services. to you. She is good at what she does...

    • @JamieAndrad
      @JamieAndrad 18 днів тому

      One thing I know for certain is crypto is here to stay, the only thing that leaves is the people who don't manage their risk. Manage that, or the market will manage it for you. With the right strategies you will survive.

  • @istvanpraha
    @istvanpraha 18 днів тому

    Why does he think IPOs can't come out in "the current environment? That feels like permabull cope/hopium. What was so scary about a 15 year perhaps once-in-a-century bull run with loads of cash printed and floating around that scared away IPOs?!! I'd be afraid of a company that couldn't cut it in that market, trying to IPO now!

  • @Miguelsw
    @Miguelsw 18 днів тому +4

    Tesla’s a funny one. I’d acknowledge that musk didn’t found PayPal, Tesla or even self landing rockets, but he did monetise them. On the flipside, Tesla’s fsd was impressive, but as a Tesla driver, I feel that the progress has been disappointing over the last 5 years.

    • @AaronRussell-k9k
      @AaronRussell-k9k 18 днів тому

      Elon is a despicable person

    • @t.w2000
      @t.w2000 18 днів тому

      He co founded them

    • @George-f8h
      @George-f8h 18 днів тому

      What FSD? How can Tesla called it FSD when it is not truly full self-driving?

    • @t.w2000
      @t.w2000 18 днів тому +1

      @@George-f8h it is fsd

    • @George-f8h
      @George-f8h 18 днів тому

      @@t.w2000 No, it isn't. Tesla instructs owners not to use "FSD" unless they are monitoring it. As such, it is not truly autonomous. Just because you call it FSD doesn't make it so.

  • @utubeisfake
    @utubeisfake 18 днів тому

    warren buffet has misses out on BILLONS of dollars in apple and others he pulled out of....he is NOT the goat....stoppppp

    • @George-f8h
      @George-f8h 18 днів тому +1

      You've done better?

  • @harrychu650
    @harrychu650 18 днів тому

    According to Warren Buffett, in one's lifetime, he might see three truly great businesses and investing in any one of those is enough to become wealthy. I believe Tesla is such a business.
    At these ultra low prices, they are practically giving away Tesla Shares. Invest in it don't trade it 🎉🎉🎉

    • @AaronRussell-k9k
      @AaronRussell-k9k 18 днів тому

      @@harrychu650 how much does Elon pay you to schill this garbage?