Given the economic uncertainty, the market's surge following Trump's victory is unexpected. Even though some stocks-like those with an AI focus-seem promising in the long run, the volatility makes me wary. Even Bitcoin is rising, but it's difficult to forecast where inflation and interest rates will go. keeping an eye out for chances while remaining cautious.
Yuk, that sucks. I invested two hundred K into $NVDA alongside $PLTR, $SMCI, $CRWD and a couple of chip stocks and ETFs in 2022, now my portfolio is worth north of ~$1M...
Rocking those NVDA, PALANTIR, TSLA, and APPL shares. Holding onto them for the long haul sounds good, but hey, I'm all up for grabbing those short-term chances too, aiming for that sweet $400,000.
I would like to pick the following stocks for 2025: AMZN, GOOGL, META, MSFT, MCO, MSCI, SPGI, UBER, ASML, TSM, NVDA. try to keep everything around 10%. Please what could be my safest buys with 200 grand to outperform the market in 2025?
Follow the S&P 500 by investing in ETFs like VOO, SPY, and SCHD. Dollar-cost averaging into these ETFs will likely outperform most investors in this bull run.
Such uncertainties are the reasons I don’t base my judgement on a ''heresay'' , 2020 had me holding trash stocks, but thankfully revamp my portfolio through the aid of a pro before seeing significant gains. To date, I've scaled up nearly 320% ROI. it's been 4 years and counting. I and my CFA are working on a 7 figure ballpark goal and we're not far.
just checked out Patricia Grace Barry website, and I’m even more impressed! The range of financial strategies and resources she offers is amazing. I can see why so many people trust her with their investments-looking forward to working together!
From $10K to $110K that's the minimum range of profit return every week I think it's not a bad one for me, now I have enough to pay bills and take care of my family
How did you manage to achieve that level of growth? I've been trying everything I can to improve my investments, l want to retire in a few years and I need a better diversification
I'm celebrating £32K stock portfolio today... Started this journey with £3K.... I've invested no time and also with the right terms, now I have time for my family and life ahead of me.
Lovely video as usual Alex. Very insightful. 😍Can you please do a similar video but for Defence, Nuclear Energy and Quantum Computing ETFs please as I am extremely interested in these sectors?
@@TickerSymbolYOU I almost turned $600 into $120,000. I nearly pulled the trigger to buy Tesla when it was $30 a share. This was with my last $600 in my brokerage account. I put a bid under its price In hopes a short drop would cause it to buy. It never did. The stock kept going up and I gave up on it. There were two stock split since. My 20 shares could be 300.
AI sector leads the Jan Charge. SES up 75 % early today. EV / AI battery tech... GRRR rising 200 % year. Gorilla Technology... NVDA. . Nvidia... SMCI...QS up 2 %. AMD ..MU and more. Thumbs Up video/ comments. Thanks
Hi Alex, what a great way for the average Joe to set and forget a portion of their portfolio with a high probability of profitability and manageable risk Once again, I love the way you analyze tech companies and segments. Awesome!
I Hit $32,590 today. Thank you for all the knowledge and nuggets you had thrown my way over the last week. i started with 5k in last week 2025... now i just hit $32,590
I just started a pmcc on VGT. so far so good. My december 585 call option is up $350 and im selling a 660cc for $600 expires 2/21. I hope to keep selling calls for the next 8 months .. thank you for sharing VGT.
Hi like your videos ! In my opinion you should put more emphasis that these funds are less diversified than sp500 as sectors within fund have lower correlation. 100+ names might be nice but they are still all exposed to same theme and demand and will show high correlation when ai stocks gets overheated. So I think these fund are higher risk, carry much higher valuations and have higher correlations between holdings . Would mention this more clear .
Good video.. however, at the beginning of the video you mentioned about $META going up 60% in one year.. n yet $VGT does not have exposure to either $META or $NFLX. What about considering $IGM over $VGT? $IGM beats $VGT over 1, 5 and 10 year time frame
I think nuclear energy related companies are a great opportunity right now. I bought NNE a month ago and am very happy about it. It has been bumpy but the future looks bright.
@@mostknownunknown-dq3bb so you should buy it a few months ago. I have the stock myself, but if you're looking to buy right now, I don't think that's the best sector.
I'm keeping an eye on it, but it's still fairly risky at this point imo. The regulatory hurdles remain immense all over the world and the next generation tech like SMRs is promising but not proven yet. You might know better but my sense is nuclear should only be a small proportion of a portfolio until a more reliable rate of construction is planned.
Valid question but subject to vetting out what exact chips they really had access to or in their possession, their claim is they did it with "old" chips, however, there is a black market and the trade restrictions are there but did they actually work as intended? I too await not only the opinions but the actual facts.
i cant find any of these in Europe and im currently using trade republic? any suggestion to invest in these 4 on trade republic in the EU that is most similar ?
Hey Alex - Is First Trust (CIBR) comparable to (WCBR) if only the latter is available - And in your opinion, how do they compare? Thanks in advance for all your insight.
I would rather just hold palo alto than the CIBR etf, as I have some of their holdings through other etfs like SMH. Palo alto kind of seems like an etf on cyber security since they cover most or all aspects
I've just begun learning about value investing, and I've found that many good stocks are undervalued despite their intrinsic value. If you had quarter of a million to create a strong portfolio, which stocks would you choose for better returns?
This video is excellent. I think projections for cyber security are too low. I want exposure to all three pillars of the AI market. Your personal expertise is very helpful.
What do you think about Verses AI and its Genius platform? Killed Open AI in Mastermind and destroyed all LLMs basically in the Atari 10k challenge (using 90% less data). Seems like it’s game over for LLMs.
I wouldn't mind seeing an ETF or some stocks that will power AI. Nuclear energy is big right now, but running up early. China seems to have made some advances with fusion. Going to be interesting going foward.
So good Alex! I just started investing, What are the stocks you think based on research that are low cost and will grow over time like a data centre. ( just your thoughts) Would love a video for 2025 beginner thoughts on how to invest and construct a portfolio if you started from scratch now.
$Vogt is good but why overweight the top holdings? Apple nvidia Microsoft at 45% of holding. No thanks Any thoughts on the SAAS stocks? Seems they will benefit a lot of agentic AI
appreciate your sharing all your valuable research. your strategic train of thought is exceptional. smart, strategic, reaearched, low risk positions. stable investments are the investments.
Sounds like a common theme in the first 3 ETFs, and there is a lot of overlapping with the same companies being in each ETF. Why not invest in the companies on top? Better chance of getting richer faster.
Id rather sell shovels and jeans than go gold prospecting. Ames and levi are still around still making shovels and pants. AI is a new tech and somewhere out there is a genius who is going to revolutionize AI in a way nobody is even thinking and will tank every other AI company. Too soon too new. The chips are where its at, they are the shovels and pants that make AI. Buying the manufacturing of chips will win.
Hello, great video! Which ETF do you recommend me getting on my portfolio? I currently own S&P 500 CSPX as that is what most Singaporeans use. Besides that i have QQQM to focus more on technology. Would there be too much of overlap if i get the semiconductor etf? Thanks mate
All I see is a major bubble. Can't unsee the massive rug pull. Oh welll. Such is investing. Buy and hold until you're dead while never enjoying any of your profits.
Great video man. Thanks for all the insight. How can I invest in these in Europe? What ticker symbol should I be looking for? I am based in the Netherlands. For example i dont see VGT as a fund here so I am looking for equivalents.
I warned on this channel a month ago that the top market cap stocks in the SPY are in an AI bubble. Do not buy today’s dip. There’s not a lot of time left to get out of these insanely priced stocks.
One of the best advice I had… Get a Job. Save at least 10% for investment. If you dont know what to do: go ETFs. If you know the source: go directly to the stock. “It is never too late to invest in a good company” Buy the deep if you trust in the future of the company Sell is abstract, do you really need this money? If yes, sell it. If not, just leave it there for snowball effect in a long term.
Hi Alex, thank you for the video, fire as usual! Would like to ask you to give me some feedback please. Currently I have 20% SCHG, 20% SMH, 20% VOO, 20% SCHD, 10% QTUM and 10% FBTC, what are your thoughts? I'm 38
Didn't Twitter fire many of its cybersecurity team when it was purchased ? Similarly I recall META doing something similar when they worked on the metaverse. Cybersecurity teams aren't necessarily exempt from being on the chopping block even if it's unwise to do so.
Do you have any thoughts on nuclear energy stocks? All of this AI computing needs a ton of energy, and portable, smaller, nuclear reactors are close to becoming reality. Do you think there's any good nuclear energy stocks to invest in?
VanEck Uranium and Nuclear Technologies ETF is a good option here. Many European countries are also looking into nuclear investments (as the Russian gas supply is phased out).
What about China’s New AI Model DeepSeek Threatening U.S. Dominance ? It seems that in less than 6 month, and only $5.6 million Deepseek open source IA model surclasses chatgpt 4 and uses cheaper and less GPU's.
Secure your privacy with Surfshark! Go to surfshark.com/ticker for 4 extra months for free.
Alex, I trust your research more than any other channel. Thank you!
@@TickerSymbolYOU Consider MGK over VGT. I think it grows faster and it has less stock. It's also Vanguard
What do you think of SIXG
@@TickerSymbolYOU what do you think about Intel? Is this a no go stock?
Fantastic Video Alex. Keep it simple, buy things you understand, take some risk but don’t try to shoot the lights out.
Given the economic uncertainty, the market's surge following Trump's victory is unexpected. Even though some stocks-like those with an AI focus-seem promising in the long run, the volatility makes me wary. Even Bitcoin is rising, but it's difficult to forecast where inflation and interest rates will go. keeping an eye out for chances while remaining cautious.
The stock market has me thinking I'm a financial genius one day, and a financial mental defect the next... I love it...
I guess NVDA is the new TSLA in terms of market focus.
Sold 100 shares at $180… I’m slapping myself now
Yuk, that sucks. I invested two hundred K into $NVDA alongside $PLTR, $SMCI, $CRWD and a couple of chip stocks and ETFs in 2022, now my portfolio is worth north of ~$1M...
Thank you for the great content, and greetings from Germany!
Thank you too from across the pond!
Thanks Alex for all the very informative content you post! Keep up the great work!
My pleasure!
Rocking those NVDA, PALANTIR, TSLA, and APPL shares. Holding onto them for the long haul sounds good, but hey, I'm all up for grabbing those short-term chances too, aiming for that sweet $400,000.
Thanks!
Cheers 🍻
I would like to pick the following stocks for 2025: AMZN, GOOGL, META, MSFT, MCO, MSCI, SPGI, UBER, ASML, TSM, NVDA. try to keep everything around 10%. Please what could be my safest buys with 200 grand to outperform the market in 2025?
Follow the S&P 500 by investing in ETFs like VOO, SPY, and SCHD. Dollar-cost averaging into these ETFs will likely outperform most investors in this bull run.
Such uncertainties are the reasons I don’t base my judgement on a ''heresay'' , 2020 had me holding trash stocks, but thankfully revamp my portfolio through the aid of a pro before seeing significant gains. To date, I've scaled up nearly 320% ROI. it's been 4 years and counting. I and my CFA are working on a 7 figure ballpark goal and we're not far.
Your CFA must be really good. How I can get in touch? My portfolio's decline is a concern, and I could use some guidance.
I've stuck with ‘’Patricia Grace Barry” and her performance has been consistently impressive. She’s quite known in her field, look her up.
just checked out Patricia Grace Barry website, and I’m even more impressed! The range of financial strategies and resources she offers is amazing. I can see why so many people trust her with their investments-looking forward to working together!
From $10K to $110K that's the minimum range of profit return every week I think it's not a bad one for me, now I have enough to pay bills and take care of my family
How did you manage to achieve that level of growth? I've been trying everything I can to improve my investments, l want to retire in a few years and I need a better diversification
It's Charlotte Gina Miller doing, she's changed my life.
I'm celebrating £32K stock portfolio today... Started this journey with £3K.... I've invested no time and also with the right terms, now I have time for my family and life ahead of me.
I'm new at this, please how can I reach her?
The first time we had tried, we invested €14,000 and after a week we received €50,230. That really helped us a lot to pay our bills.
Appreciate your videos. Always very well researched and informative. Only issue I have with the first 3 ETS is the redundancy with NVDA.
When you create content this great I don't even look at the channel I'm just subscribing!
Lovely video as usual Alex. Very insightful. 😍Can you please do a similar video but for Defence, Nuclear Energy and Quantum Computing ETFs please as I am extremely interested in these sectors?
your background is ee.... now I know why you're so smart. I knew a lot of ee majors at Lehigh. Automatic badge of genius.
Awesome video, would have been more helpful if you also discussed the expense ratio of the funds.
To me it sounds a great video to go in a deeper of analysis of the different sector mentioned there
Great content Alex
Cheers from Italia 🇮🇹
My only regret in buying AI stock is that I didn't buy more.
story of my life
@@TickerSymbolYOU I almost turned $600 into $120,000. I nearly pulled the trigger to buy Tesla when it was $30 a share. This was with my last $600 in my brokerage account. I put a bid under its price In hopes a short drop would cause it to buy. It never did. The stock kept going up and I gave up on it. There were two stock split since. My 20 shares could be 300.
Or no money to buy more.
Great episode. Thank you very much 😊
Glad you enjoyed it!
meticulous work!
Thank you Alex! I always look forward to your videos. Great breakdown of each stock 😊
I appreciate that!
AI sector leads the Jan Charge. SES up 75 % early today. EV / AI battery tech... GRRR rising 200 % year. Gorilla Technology... NVDA. . Nvidia... SMCI...QS up 2 %. AMD ..MU and more. Thumbs Up video/ comments. Thanks
Great job as always, I'm very interested in CIBR
good list of ETF's to distribute your risks.
I like how they interrelate to each other, too
I'd also add AIQ
Good research and clarity in sharing the logic behind your picks! Thank you 🙏
Very interesting ETF´s - thank you! But the companies are very similar in these ETF´s, so don´t you think you get a cluster risk ?
Hi Alex, what a great way for the average Joe to set and forget a portion of their portfolio with a high probability of profitability and manageable risk
Once again, I love the way you analyze tech companies and segments.
Awesome!
I Hit $32,590 today. Thank you for all the knowledge and nuggets you had thrown my way over the last week. i started with 5k in last week 2025... now i just hit $32,590
How does VGT compare to QQQ?
Thanks for your research. A wealth of information.
FTEC, SPLG, FELG, FELV, FELC.
I just started a pmcc on VGT. so far so good. My december 585 call option is up $350 and im selling a 660cc for $600 expires 2/21. I hope to keep selling calls for the next 8 months .. thank you for sharing VGT.
I love your videos man, i’m new to investing and always keep with your videos first!
Glad you find them helpful!
Thanks you…..Great vid yet again 🙏🏻
Glad you enjoyed it
Hi like your videos ! In my opinion you should put more emphasis that these funds are less diversified than sp500 as sectors within fund have lower correlation. 100+ names might be nice but they are still all exposed to same theme and demand and will show high correlation when ai stocks gets overheated. So I think these fund are higher risk, carry much higher valuations and have higher correlations between holdings . Would mention this more clear .
Good video.. however, at the beginning of the video you mentioned about $META going up 60% in one year.. n yet $VGT does not have exposure to either $META or $NFLX. What about considering $IGM over $VGT? $IGM beats $VGT over 1, 5 and 10 year time frame
I think nuclear energy related companies are a great opportunity right now. I bought NNE a month ago and am very happy about it. It has been bumpy but the future looks bright.
Not my favorite sector right now. Semiconductors and financials are better.
Dude whether it's your sector or not there's over 700% increase in the stock don't be stubborn now
Dude how much did u initially invest thanks for the insight
@@mostknownunknown-dq3bb so you should buy it a few months ago.
I have the stock myself, but if you're looking to buy right now, I don't think that's the best sector.
I'm keeping an eye on it, but it's still fairly risky at this point imo. The regulatory hurdles remain immense all over the world and the next generation tech like SMRs is promising but not proven yet. You might know better but my sense is nuclear should only be a small proportion of a portfolio until a more reliable rate of construction is planned.
I believe there is generational wealth waiting for whoever decides to invest in Ai. The numbers dont lie. 📈
Did you have for Eu some advice?
thx dude all 4 added to my PF :) My own choice.
Great detail, as usual!! Thank you!
This is a great video. I hope you have a stock pick video cooking too.
I just made one! It’s linked at the end and in the description
Thank you. SMH looks pretty interesting. ETF are for the long term.
Agreed!
What do you think about te impact of DeepSeek? Would love to hear your thoughts on this and the over all impsct on AI, semiconductor and power stocks
Valid question but subject to vetting out what exact chips they really had access to or in their possession, their claim is they did it with "old" chips, however, there is a black market and the trade restrictions are there but did they actually work as intended? I too await not only the opinions but the actual facts.
Does this still hold after Deepseek and the new US tariffs? I hear there is a lot of uncertainty, especially in regards to AI.
What you suggest to choose: VTI or VOO, VGT or VUG, VYM or VIG ???
Can you do a video on Deepseek and how it may affect these markets?
Like the list except I have WCBR instead of your pick. Any reason for not including it?
Nope, just can’t pick them all.
Please do a stock review on Nebius Group NBIS
What is the reasons choosing VGT over XLK?
i cant find any of these in Europe and im currently using trade republic? any suggestion to invest in these 4 on trade republic in the EU that is most similar ?
Hey Alex - Is First Trust (CIBR) comparable to (WCBR) if only the latter is available - And in your opinion, how do they compare? Thanks in advance for all your insight.
I prefer CIBR. But there are other funds to check out like BUG
@ Indeed, I’ll take a look. Thanks for your time Alex.
Great list! Thank you!
Congrats for the quality and useful information!
Glad it was helpful!
Im invested in voo at the moment. Should i be investing in multiple etfs?
Meet Monica she will guide you
She mostly interacts on Telegrams,
monie675
That's it ✓ ✓
Thank you! QSI stock pls pls
I would rather just hold palo alto than the CIBR etf, as I have some of their holdings through other etfs like SMH. Palo alto kind of seems like an etf on cyber security since they cover most or all aspects
Thanks Alex
I've just begun learning about value investing, and I've found that many good stocks are undervalued despite their intrinsic value. If you had quarter of a million to create a strong portfolio, which stocks would you choose for better returns?
The funds on this list
@@TickerSymbolYOU just Tellem again lazy ah 🤡🥊
Can you recommend anything affordable for the little people like me? Like a cheaper stock with good potential?
I assume you don’t have access to fractional shares?
Thoughts on AIQ?
This video is excellent. I think projections for cyber security are too low. I want exposure to all three pillars of the AI market. Your personal expertise is very helpful.
Glad you found it helpful!
What do you think about Verses AI and its Genius platform? Killed Open AI in Mastermind and destroyed all LLMs basically in the Atari 10k challenge (using 90% less data). Seems like it’s game over for LLMs.
id love to invest in the VGT ETF but i cant find a platfrom to use plz help
I wouldn't mind seeing an ETF or some stocks that will power AI. Nuclear energy is big right now, but running up early. China seems to have made some advances with fusion. Going to be interesting going foward.
Sir how about C3AI do you think you can get rich someday? I came from the Philippines
Thank you for the excellent info once again!
Any time!
Someone call in a wellness check for this guy
Excellent video. I'm glad I subscribed to this channel so that I got recommended this video.
Glad you enjoyed it!
VGT would be my pick.
So good Alex! I just started investing, What are the stocks you think based on research that are low cost and will grow over time like a data centre. ( just your thoughts) Would love a video for 2025 beginner thoughts on how to invest and construct a portfolio if you started from scratch now.
Why aren’t you buying nebius group hand over fist?
why not just qqq? isn't qqq and vgt pretty much the same thing?
What happened to WCBR? You previously preferred that one
Still a great fund; I just prefer the composition of CIBR
$Vogt is good but why overweight the top holdings? Apple nvidia Microsoft at 45% of holding. No thanks
Any thoughts on the SAAS stocks? Seems they will benefit a lot of agentic AI
Its overweight the winners so, what's the problem
@@davidcook7847 yes please keep overweighting the most successful stocks. Days like today are why you don’t invest like that
Why not WCBR instead of CIBR?
Can you make fudnamental analysis about Fortinet?
appreciate your sharing all your valuable research. your strategic train of thought is exceptional.
smart, strategic, reaearched, low risk positions. stable investments are the investments.
These look incredible on the charts. I'm going to look up their holdings and pick some.
Sounds like a common theme in the first 3 ETFs, and there is a lot of overlapping with the same companies being in each ETF. Why not invest in the companies on top? Better chance of getting richer faster.
Id rather sell shovels and jeans than go gold prospecting. Ames and levi are still around still making shovels and pants. AI is a new tech and somewhere out there is a genius who is going to revolutionize AI in a way nobody is even thinking and will tank every other AI company. Too soon too new. The chips are where its at, they are the shovels and pants that make AI. Buying the manufacturing of chips will win.
China Taiwan conflict will scupper that in a flash.
Can I invest $1000 on each of the mentioned funds
Meet Monica she will guide you
She mostly interacts on Telegrams,
monie675
That's it ✓ ✓
Hello, great video! Which ETF do you recommend me getting on my portfolio? I currently own S&P 500 CSPX as that is what most Singaporeans use. Besides that i have QQQM to focus more on technology. Would there be too much of overlap if i get the semiconductor etf? Thanks mate
Include skyy etf too
Where can I invest in all of these trading 212 doesn’t allow some ?
wkw_jihanwu…that’s his username 💯💯 💯 🇭🇰
@@fd8469 Look up online to find LORELEI ELIZABETH JOHN. She’s a great personality and will guide you.
All I see is a major bubble. Can't unsee the massive rug pull. Oh welll. Such is investing. Buy and hold until you're dead while never enjoying any of your profits.
Great video man. Thanks for all the insight. How can I invest in these in Europe? What ticker symbol should I be looking for? I am based in the Netherlands. For example i dont see VGT as a fund here so I am looking for equivalents.
QQQ is a solid choice if you can't get VGT. Not sure about the others, sorry
@@TickerSymbolYOU thank you
How to trade them in Europe?
The great content 👍
I warned on this channel a month ago that the top market cap stocks in the SPY are in an AI bubble. Do not buy today’s dip. There’s not a lot of time left to get out of these insanely priced stocks.
Thank u sir
I'm your fan, and your videos are very well made. Could you share what video production techniques you used in this video? I'd like to learn them
What tools and techniques did you use in the production?
I like the ETF ticker: BUG
Why? 🤔
3 year return of only 6.5%. A tiny .03 annual dividend. A high 1% in fees. Up $2 a share over the last year. Looks like trash to me.
@SKITT7ES What do you recommend?
Great content thank you
One of the best advice I had…
Get a Job. Save at least 10% for investment.
If you dont know what to do: go ETFs.
If you know the source: go directly to the stock.
“It is never too late to invest in a good company”
Buy the deep if you trust in the future of the company
Sell is abstract, do you really need this money? If yes, sell it. If not, just leave it there for snowball effect in a long term.
Hi Alex, thank you for the video, fire as usual! Would like to ask you to give me some feedback please. Currently I have 20% SCHG, 20% SMH, 20% VOO, 20% SCHD, 10% QTUM and 10% FBTC, what are your thoughts? I'm 38
VGT, SMH, CHAT, CIBR
thanks
What stocks to invest it you are just starting and want to invest $100 a month?
Meet Monica she will guide you
She mostly interacts on Telegrams,
monie675
That's it ✓ ✓
Great video
Didn't Twitter fire many of its cybersecurity team when it was purchased ? Similarly I recall META doing something similar when they worked on the metaverse. Cybersecurity teams aren't necessarily exempt from being on the chopping block even if it's unwise to do so.
Do you have any thoughts on nuclear energy stocks? All of this AI computing needs a ton of energy, and portable, smaller, nuclear reactors are close to becoming reality. Do you think there's any good nuclear energy stocks to invest in?
Buy semiconductors and financials
VanEck Uranium and Nuclear Technologies ETF is a good option here. Many European countries are also looking into nuclear investments (as the Russian gas supply is phased out).
check BWXT
What about China’s New AI Model DeepSeek Threatening U.S. Dominance ? It seems that in less than 6 month, and only $5.6 million Deepseek open source IA model surclasses chatgpt 4 and uses cheaper and less GPU's.