Those are some very kind words, thank you! We've engaged a marketing firm to help grow this channel as it's just not growing at the speed it needs to for the investments we're making in it. I'm expecting this will help quality as well as growth. Joe P.
Joe, I picked up a few shares of nVent a few weeks back, and I look forward to your analysis in your next video. The hardest part for me as an investor isn't so much in choosing good companies to invest. There are an abundance of UA-cam stockpicking channels that do an excellent job of analyzing a company's financial data and running different models to estimate its intrinsic/fair value. Dumping losers is easy (though sometimes unwise). What isn't easy for me is choosing to sell winners and take profit when you are up. It takes as much discipline to let go an overvalued company as it is to hold onto an undervalued one. It's a constant struggle...
Very clear and interesting content. I like your explanations and the structure of the post. I also like your voice and the factual presentation. I'm glad I found your channel. Very good job Joe, thank you very much from Stuttgart/Germany.
Really nice to hear such positive feedback! I was in Berlin last year meeting with people from our community. It's lovely you found us. Welcome! Joe P.
We're missing loads of companies, yes, because we have time constraints. We've covered $PLTR extensively as with most AI stocks. You can search our website and channel for that content.
I've been running sentences in my head about why AI needed a chat bot (is it chatbot?) to take over the consciousness of Wall Street but I guess in the long run it doesn't matter. Once the attention came, so did the money, followed now by the talent entering IT. Or is it the talent is followed by the money. I guess that doesn't matter either. Another great piece of work by your team.
Feedback really helps direct this channel so we always appreciate when people take the time to leave it - good and especially bad feedback is very useful to help us grow and get better at what we do.
Great video but what is your take on some investors/analysts saying Nvidia can grow into a MC of $50 TRILLIONS in 10 years? That is about an 17x todays valuation!! Your take?
Nvidia's valuation covered here: ua-cam.com/video/PvVkYfWIMpc/v-deo.html We will be looking at the "bear thesis" for AI in a video next week courtesy of a large investment bank report we came across.
So, I have a couple of observations that seem to elude every person talking about Nvidia that I've seen, even the rah-rah boosters on CNBC. Nvidia is smart in the aggregate because Jensen is no dummy. What business is Nvidia in? They are, according to everyone who talks, a fabless chip company. Ok, true enough. But they are now a systems company. They don't sell chips--they never did, to a first approximation--and now they barely even sell boards. They sell systems, expensive systems. They sell compute and networking and they sell the software that let's you use it. The systems they sell are getting bigger, swallowing more of data center infrastructure. They are also a software company. They are also trying to move, slowly, into a services company. If OpenAI can sell tokens as a service, so can Nvidia (but they won't compete with their customers...for now). Nvidia now also has available the PC market. If Qualcomm can sell a PC processor to compete with Intel and AMD, you better realize that Nvidia can do that EVEN BETTER because Nvidia can put some Blackwell compute fabric on the chip. If you like Apple MacBooks, you know it's because of the M-series processors. Nvidia can do that for Windows. Qualcomm is trying, but they haven't really figured it out. Nvidia can do it in 2025 if they decide it's worth the effort. Nvidia has so many ways to diversify it's almost crazy. Now, will they execute? Will they focus too much on data center AI training? I don't think so. Jensen is just too smart for that. So that's my little speech. It's probably worth what you paid for it.
We've been covering UiPath for years, extensively. Here's our most recent piece on the firm: www.nanalyze.com/2024/04/could-generative-ai-destroy-uipath/
Joe, did you do any research on the Motorola Solutions "MSI" ? It's kind of weird, I don't see much going on with this old cell phone company but the stock is heading to moon. I wonder if they implemented AI apps or data storage solutions to catch up with the big guys.
Motorola isn't a name we've covered. Ground truth is always revenue growth. If any paying subscribers are cruising by here please raise on Discord if you like. :)
I looked into that POET more, They have been claiming to have cutting edge networking since 100/200 GB was the standard. There are videos years ago of the CEO claiming they were selling something to someone, but no revenues to speak of. Now their supposedly cutting edge 800gb stuff isn't selling while Coherent and similar companies are experiencing huge spikes in 800 and 1.6 gb optics. Some how POET's cutting edge product is getting nothing. Not interested, but I am looking at some of the companies making the 800 and 1.6gb optical networking as they are experiencing big demand and revenues.
@Nanalyze Thanks for the video. Are you going to cover companies likely to benefit from AI more than others because of the data they have or have access to? I suppose every company could use AI to get more use from their data. Aswath Damodaran ("the dean of valuation") says that if everybody has it, nobody has it, and I suppose that's true for a competitive advantage. Some companies seem likely to get more benefit, like Meta. Others are less well known, like Relx plc and Wolters Kluwer, that started in conventional publishing but moved more to info and analytics. So far I've been trying to gauge this by myself, and some (free!) help would be very welcome.
This is just a great comment. We've always said, "if everyone is an AI company, nobody is an AI company" and perhaps that's where that quote came from. Think about how a firm like Walmart might benefit from AI with the vast amounts of data they have across their supply chains. Our next video on AI data stocks will touch on this a bit more. Thank you for sharing some really insightful thoughts!
@@Nanalyze Thanks! I'm sure it's easier making a comment when I feel I might have something worth saying, than putting out a stream of high-quality content.
" It's almost like some sort of dream state." So you understand exactly. That's what is happening. Just as some of your dreams make sense and others don't, that what you should expect from AI. And, notice that since this video was released, the hands problem is largely solved. Next problem.... The point: whatever you find is the reason you think AI won't amount to much or is a reason AI can't be useful, you are wrong. Whenever AI is today is the floor, not the ceiling. AI will never again be as bad as it is today. It will only get better.
AI has tremendous potential, yes. Investing in that potential is a different story. That's the tough part to navigate, especially for retail investors in a sea of hype.
@@Nanalyze yes, agreed. In the short term, it seems to me that one should look for meaningful use cases, specific verticals. For example: a friend works in verification at a chip company. Verification, as her group does it, involves understanding what the designers have designed and constructing test plans, tests, etc so the company can be certain they are building what they have designed. In the past couple months, she decided, after a new grad urged her, to try letting a copilot chatbot help. It has completely transformed the way they work. They are dramatically more productive. This will repeat in many areas. Nobody is being replaced; they are being multiplied. As time goes on, AI will grab and improve more chip-design aspects. AI models will be trained for the specific purposes so that they are even more helpful (the current copilot they are using is just what they have freely available).
Great example, thank you for taking the time to add value to our community. AI building itself is one good bull case for Synopsys. You last sentence points to the idea of "AI agents" that Sequoia recently talked about. We appreciate your engagement. Joe P.
Subscribe to make sure you don't miss the rest of this series: ua-cam.com/users/nanalyze
This channel is so ridiculously underrated. Keep doing what you're doing and thank you!
Those are some very kind words, thank you! We've engaged a marketing firm to help grow this channel as it's just not growing at the speed it needs to for the investments we're making in it. I'm expecting this will help quality as well as growth. Joe P.
I concur🥳✌️
Joe, I picked up a few shares of nVent a few weeks back, and I look forward to your analysis in your next video. The hardest part for me as an investor isn't so much in choosing good companies to invest. There are an abundance of UA-cam stockpicking channels that do an excellent job of analyzing a company's financial data and running different models to estimate its intrinsic/fair value. Dumping losers is easy (though sometimes unwise). What isn't easy for me is choosing to sell winners and take profit when you are up. It takes as much discipline to let go an overvalued company as it is to hold onto an undervalued one. It's a constant struggle...
This is a great comment. Figuring out when to sell is extremely difficult, so it's best to set some rules.
Very interesting and relevant, thanks for sharing Joe. So much meat been crammed into a bite size snack! :)
That's great to hear, thank you!
Joe is on Fire🔥🔥🔥 I always appreciate your coverage. Plus, you keep things real. Nice job as usual Bud! ✌️✌️
Thank you for the constant support!
Very clear and interesting content. I like your explanations and the structure of the post. I also like your voice and the factual presentation. I'm glad I found your channel. Very good job Joe, thank you very much from Stuttgart/Germany.
Really nice to hear such positive feedback! I was in Berlin last year meeting with people from our community. It's lovely you found us. Welcome! Joe P.
I enjoy and appreciate listening to all your knowledge and wisdom from Europe, thanks a lot
Where in Europe? We have a lot of viewers and subscribers from ex-USA - about half actually. Joe P.
Yoo great video!! But are we not missing palantir there? the best of all!!
We're missing loads of companies, yes, because we have time constraints. We've covered $PLTR extensively as with most AI stocks. You can search our website and channel for that content.
Good seeing you and the backdrops recently appreciate you sharing content
That's really good to hear, thank you!
I've been running sentences in my head about why AI needed a chat bot (is it chatbot?) to take over the consciousness of Wall Street but I guess in the long run it doesn't matter. Once the attention came, so did the money, followed now by the talent entering IT. Or is it the talent is followed by the money. I guess that doesn't matter either. Another great piece of work by your team.
Really glad you enjoyed this!
Thanks so much for your work.
I really like the way you do research and analysis, deep and structural.
Keep up your good work.
Feedback really helps direct this channel so we always appreciate when people take the time to leave it - good and especially bad feedback is very useful to help us grow and get better at what we do.
Your content is excellent as always 👏🏼
Thank you for that!
Great video but what is your take on some investors/analysts saying Nvidia can grow into a MC of $50 TRILLIONS in 10 years? That is about an 17x todays valuation!! Your take?
Nvidia's valuation covered here: ua-cam.com/video/PvVkYfWIMpc/v-deo.html
We will be looking at the "bear thesis" for AI in a video next week courtesy of a large investment bank report we came across.
In 10 years NVDA could 3x but that prediction to 15x is impossible if you understand marketcap and revenue multiples
@@Tucanaldeinversiones Seems so
So, I have a couple of observations that seem to elude every person talking about Nvidia that I've seen, even the rah-rah boosters on CNBC. Nvidia is smart in the aggregate because Jensen is no dummy. What business is Nvidia in? They are, according to everyone who talks, a fabless chip company. Ok, true enough. But they are now a systems company. They don't sell chips--they never did, to a first approximation--and now they barely even sell boards. They sell systems, expensive systems. They sell compute and networking and they sell the software that let's you use it. The systems they sell are getting bigger, swallowing more of data center infrastructure. They are also a software company. They are also trying to move, slowly, into a services company. If OpenAI can sell tokens as a service, so can Nvidia (but they won't compete with their customers...for now). Nvidia now also has available the PC market. If Qualcomm can sell a PC processor to compete with Intel and AMD, you better realize that Nvidia can do that EVEN BETTER because Nvidia can put some Blackwell compute fabric on the chip. If you like Apple MacBooks, you know it's because of the M-series processors. Nvidia can do that for Windows. Qualcomm is trying, but they haven't really figured it out. Nvidia can do it in 2025 if they decide it's worth the effort. Nvidia has so many ways to diversify it's almost crazy. Now, will they execute? Will they focus too much on data center AI training? I don't think so. Jensen is just too smart for that. So that's my little speech. It's probably worth what you paid for it.
Great topic 👍
Thank you! Glad you think so. We've had this series planned for a while.
Have you heard about Uipath. Would love you to review their company. Uipath is in the RPA business which is also related to AI
We've been covering UiPath for years, extensively. Here's our most recent piece on the firm: www.nanalyze.com/2024/04/could-generative-ai-destroy-uipath/
thx alot Joe
You're most welcome!
Joe, did you do any research on the Motorola Solutions "MSI" ? It's kind of weird, I don't see much going on with this old cell phone company but the stock is heading to moon. I wonder if they implemented AI apps or data storage solutions to catch up with the big guys.
Motorola isn't a name we've covered. Ground truth is always revenue growth. If any paying subscribers are cruising by here please raise on Discord if you like. :)
@@Nanalyze Thanks Joe.
I looked into that POET more, They have been claiming to have cutting edge networking since 100/200 GB was the standard. There are videos years ago of the CEO claiming they were selling something to someone, but no revenues to speak of. Now their supposedly cutting edge 800gb stuff isn't selling while Coherent and similar companies are experiencing huge spikes in 800 and 1.6 gb optics. Some how POET's cutting edge product is getting nothing. Not interested, but I am looking at some of the companies making the 800 and 1.6gb optical networking as they are experiencing big demand and revenues.
This is precisely why we don't invest unless there are meaningful revenues. Thank you for the comment!
Bluebird bio would be an interesting video. What happens to the 3 drugs they own if the company goes under?
We've touched on them before in our gene editing content
@@Nanalyze what about docgo? Seems like a poorly ran company, but they are running uncontested in key markets…
We wouldn't look at something that small
Getting acquired by a bigger company could be another way out for smaller ones.
Yep, lots of M&A action expected vs IPOs.
How does this channel have so few followers
We're working on it ;) Please share our videos far and wide and help us grow!
@Nanalyze Thanks for the video. Are you going to cover companies likely to benefit from AI more than others because of the data they have or have access to? I suppose every company could use AI to get more use from their data. Aswath Damodaran ("the dean of valuation") says that if everybody has it, nobody has it, and I suppose that's true for a competitive advantage. Some companies seem likely to get more benefit, like Meta. Others are less well known, like Relx plc and Wolters Kluwer, that started in conventional publishing but moved more to info and analytics. So far I've been trying to gauge this by myself, and some (free!) help would be very welcome.
This is just a great comment. We've always said, "if everyone is an AI company, nobody is an AI company" and perhaps that's where that quote came from. Think about how a firm like Walmart might benefit from AI with the vast amounts of data they have across their supply chains. Our next video on AI data stocks will touch on this a bit more. Thank you for sharing some really insightful thoughts!
@@Nanalyze Thanks! I'm sure it's easier making a comment when I feel I might have something worth saying, than putting out a stream of high-quality content.
wow, thanks
Thank YOU!
" It's almost like some sort of dream state." So you understand exactly. That's what is happening. Just as some of your dreams make sense and others don't, that what you should expect from AI. And, notice that since this video was released, the hands problem is largely solved. Next problem.... The point: whatever you find is the reason you think AI won't amount to much or is a reason AI can't be useful, you are wrong. Whenever AI is today is the floor, not the ceiling. AI will never again be as bad as it is today. It will only get better.
AI has tremendous potential, yes. Investing in that potential is a different story. That's the tough part to navigate, especially for retail investors in a sea of hype.
@@Nanalyze yes, agreed. In the short term, it seems to me that one should look for meaningful use cases, specific verticals. For example: a friend works in verification at a chip company. Verification, as her group does it, involves understanding what the designers have designed and constructing test plans, tests, etc so the company can be certain they are building what they have designed. In the past couple months, she decided, after a new grad urged her, to try letting a copilot chatbot help. It has completely transformed the way they work. They are dramatically more productive. This will repeat in many areas. Nobody is being replaced; they are being multiplied. As time goes on, AI will grab and improve more chip-design aspects. AI models will be trained for the specific purposes so that they are even more helpful (the current copilot they are using is just what they have freely available).
Great example, thank you for taking the time to add value to our community. AI building itself is one good bull case for Synopsys. You last sentence points to the idea of "AI agents" that Sequoia recently talked about. We appreciate your engagement. Joe P.
Snowflake is publicly traded is it not?
It sure is! Trades under the ticker SNOW. We covered them recently here: www.nanalyze.com/2023/07/snowflake-stock-generative-ai/
Great work as always.
Thank you for the support!
❤
We love you too maltlickytexas!