We get that question a lot ;) We recently wrapped up an academic paper on performance for our Quantigence dividend growth strategy and it trounced the S&P 500 over several decades. Researching the feasibility of an ETF is on my to-do list once we've released some of our new tools and reports this summer. Thank you for your interest! Joe P.
Says CNBC: "The company went public through a SPAC merger in the first quarter of 2020 with GS Acquisition Holdings, a SPAC co-sponsored by an affiliate of The Goldman Sachs Group and David M. Cote, CEO of GSAH and former executive chairman of the board and CEO of Honeywell."
This requires more nuance. You're not wrong about the SPAC.. but are wrong to dismiss it because it's a SPAC. In 2016, Emerson Electric sold a majority stake of a division called Emerson Network Power to a private equity group (Platinum Equity). They rebranded it Vertiv and brought it public again in 2019 via SPAC (before the shit storm of SPACs). I associate SPACs with start ups or pre revenue or certainly pre profit... VRT was never that. A profitable global leader before and after it changed hands.
@@T-1000v3ai We have covered over 100 SPACs, just not Vertiv yet. We don't dismiss companies because they are SPACs. This is on our to-do list. What should be of great concern is the massive jump in valuation which - as we know from the efficient market hypothesis - almost always isn't merited in such a short amount of time. Thank you for the background on the company. Emerson is a dividend champion and solid company. Wonder why they spun that off. And yes, SPACs were a complete shitstorm so investors should rightfully scrutinize the hell out of every single one.
The commentator emphasizes the critical relationship between the quality of AI algorithms and the data they are fed, highlighting the significance of data centers in facilitating AI's advancement. They assert that the hype surrounding AI has led to inflated valuations and noise in the market.
This could be one of two things. A) One of those "I'll summarize your video" chatbots, or B) One of those leading comments where 27 people reply and tell you about Flora Elkin's crypto trading strategy. Time will tell.
That's great to hear Jeff! We help people become better investors and if we can do that, they'll have plenty of extra money to throw a bit our way on a subscription ;)
We don't do the OTC thing around here. No need to bottom feed when there are so many good larger companies out there. TSSI is just way too small as well.
I wouldn't even associate the counting up of words as 'algo.' It's a fairly short command on a cli. Remember the 'Hi world' that every brand new programmer does? Right after that marvel of software engineering is a command that counts words and displays the number of times they appear in a file. Well, hopefully he's being compensated for his creative use of terminology. Good lord, someone makes value and financial decisions based on how often certain names and phrases show up in an article? I can't even think of anything more ridiculous to take its place as a goofy analogy.
No, a large number of people are as well. Now when their stocks were up, Aunt Cathy could do no wrong. Unfortunately, Aunt Cathy operates in an extremely risky and volatile space so that's not always going to be the case. We looked at their performance here: ua-cam.com/video/QCGW4HOKqq8/v-deo.html
Please sign up to our free newsletter and support our work: bit.ly/NanalyzeWeeklyYT 🙏🙏🏼🙏🏾
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We're sad about the Jake Paul / Iron Mike fight being postponed too.
@@Nanalyzehaha who isn't
Awesome analysis, love the focus on the entirety of a datacenter
Thank you for that! Lots of the credit goes to SPEAR for their great research on the topic which we used in the video.
Thank you!!! Qualify as always.
Really appreciate the kind words!
You just received a subscriber. I love the information! Looking forward to hear more AI investing based content.
Thank you very much! We do cover quite a few "AI stocks" so you likely won't have to wait long ;)
Thx for this analysis. I own ANET. Looking forward to your upcoming content on ANET and MRVL.
You're very welcome. Piece on ANET is coming out on Tuesday. Be sure to subscribe so you won't miss it. ;) ua-cam.com/users/nanalyze
Hello from Brazil! Exellent video, obrigado.
Thank you so much for the kind words! We love our international audience and always enjoy hearing shout outs from various places. Obrigado! Joe P.
Great information 👏👏👏
Great to hear, thank you!
Great video thanks 🙏
Glad you enjoyed! We're really appreciative of the heavy lifting SPEAR did here. Joe P.
Off topic but. When do you plan on having an ETF for Quantigence?
We get that question a lot ;) We recently wrapped up an academic paper on performance for our Quantigence dividend growth strategy and it trounced the S&P 500 over several decades. Researching the feasibility of an ETF is on my to-do list once we've released some of our new tools and reports this summer. Thank you for your interest! Joe P.
Vertiv (VRT) was not a spac... it was a spinoff from Emerson Electric (EMR)
Says CNBC: "The company went public through a SPAC merger in the first quarter of 2020 with GS Acquisition Holdings, a SPAC co-sponsored by an affiliate of The Goldman Sachs Group and David M. Cote, CEO of GSAH and former executive chairman of the board and CEO of Honeywell."
This requires more nuance. You're not wrong about the SPAC.. but are wrong to dismiss it because it's a SPAC.
In 2016, Emerson Electric sold a majority stake of a division called Emerson Network Power to a private equity group (Platinum Equity). They rebranded it Vertiv and brought it public again in 2019 via SPAC (before the shit storm of SPACs). I associate SPACs with start ups or pre revenue or certainly pre profit... VRT was never that. A profitable global leader before and after it changed hands.
@@T-1000v3ai We have covered over 100 SPACs, just not Vertiv yet. We don't dismiss companies because they are SPACs. This is on our to-do list. What should be of great concern is the massive jump in valuation which - as we know from the efficient market hypothesis - almost always isn't merited in such a short amount of time. Thank you for the background on the company. Emerson is a dividend champion and solid company. Wonder why they spun that off. And yes, SPACs were a complete shitstorm so investors should rightfully scrutinize the hell out of every single one.
The commentator emphasizes the critical relationship between the quality of AI algorithms and the data they are fed, highlighting the significance of data centers in facilitating AI's advancement. They assert that the hype surrounding AI has led to inflated valuations and noise in the market.
This could be one of two things. A) One of those "I'll summarize your video" chatbots, or B) One of those leading comments where 27 people reply and tell you about Flora Elkin's crypto trading strategy. Time will tell.
To be fair, our piece on AI hype was this one: (ua-cam.com/video/CK8u0wytjEQ/v-deo.html) Joe P.
market is booming for Bursa Malaysia stock right now because of Johore Bahru area designated for Data Centers.
Bursa Malaysia is the stock exchange in Malaysia.
Would appreciate a deep dive on lumen technologies.
Something with revenues on such a sharp downward trend isn't likely to be on our radar. Looks like they own CenturyLink? No wonder they're hurting.
Any thoughts on lumentum...
We covered them briefly here: www.nanalyze.com/2018/06/augmented-reality-stocks-picks-shovels/
I bought DELL. let see how it turns out.
We covered Dell's data center exposure in this piece: ua-cam.com/video/K0k35C2D-_4/v-deo.html
@@Nanalyze what do you think about Axcelis ?
It's always best to raise names on our Discord server in the semiconductor channel :)
@@ducminh7568 ACLS is currently an EV play, it's suffering. Watching it down.
Thank you
You're very welcome
If I'm not wrong, Jason (Nvidia) pronounced the word "Vertiv" in the latest shareholders presentation call. So...
Someone from NVIDIA said the word Vertiv?
Just discovered this channel , signed up for free newsletter, but might be doing the $15/month service soon
That's great to hear Jeff! We help people become better investors and if we can do that, they'll have plenty of extra money to throw a bit our way on a subscription ;)
TSSI is the best A.I. picks and shovel we could find. Partners Dell in build out
We don't do the OTC thing around here. No need to bottom feed when there are so many good larger companies out there. TSSI is just way too small as well.
Are you on the Spear payroll?
No, we're not on the Spear payroll.
I wouldn't even associate the counting up of words as 'algo.' It's a fairly short command on a cli.
Remember the 'Hi world' that every brand new programmer does? Right after that marvel of software engineering is a command that counts words and displays the number of times they appear in a file. Well, hopefully he's being compensated for his creative use of terminology.
Good lord, someone makes value and financial decisions based on how often certain names and phrases show up in an article? I can't even think of anything more ridiculous to take its place as a goofy analogy.
Agree. That's just how certain thematic indices select stocks. Primitive.
Am I the only one that is very skeptical of Ark?
No, a large number of people are as well. Now when their stocks were up, Aunt Cathy could do no wrong. Unfortunately, Aunt Cathy operates in an extremely risky and volatile space so that's not always going to be the case. We looked at their performance here: ua-cam.com/video/QCGW4HOKqq8/v-deo.html
Aunt Cathy? I'm old - what's with 'aunt?'
@@ronjon7942 Just a little joke going around. When she could do no wrong that's what she used to be called by lots of retail investors.
garbage in garbage out.
In respect to data? True. The quality of data is another topic altogether.