E10: TESLA IN TROUBLE? Top 5 AI Stocks to Buy After Earnings
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- Опубліковано 29 тра 2024
- Big Tech companies like Microsoft ( #msft stock ), Google ( GOOG stock ), and Amazon ( AMZN stock ) are all growing fast thanks to demand for generative AI solutions like #chatgpt and #sora by #openai while companies like Tesla ( #tsla stock ) and Meta Platforms ( META stock ) focus on AI moonshots like robotaxis, augmented, and virtual reality. This earnings season has been WILD, so let's figure out which AI stocks are the best stocks to buy now!
» Top AI Stocks for 2024: • Top 10 Stocks to Get R...
» Get My AI Stock Price Targets: www.tickersymbolyou.com/survey
» Main Street Data (Best Financial Charts): mainstreetdata.com/subscripti...
» Simply Wall Street's Nvidia (NVDA Stock) Valuation: simplywall.st/stocks/us/semic...
» Tesla (TSLA Stock) Valuation:
simplywall.st/stocks/us/autom...
» Podcast: • E5: Our Top 5 Stock Ma...
» Twitter: / tickersymbolyou
» Patreon: / tickersymbolyou
Timestamps for Big Tech Earnings Q1 2024:
00:00 Crazy Q1 2024 Earnings Season
00:36 MSFT - Microsoft Stock
06:42 TSLA - Tesla Stock
14:31 META - Meta Platforms Stock
23:12 GOOGL - Google Stock
28:34 AMZN - Amazon Stock
34:26 BONUS - Our Top AI Stocks
Resources & References:
» Nvidia GPU Advances: • Nvidia's Breakthrough ...
» Nvidia AI Advances: • Bigger Than ChatGPT?! ...
» OpenAI Dev Day: • OpenAI & Microsoft's H...
» Google AI War: • The AI War Has Begun! ...
🙏 Thanks for watching!
Disclosures:
All content on this channel is for informational purposes only and should not be construed as professional financial advice or recommendation to buy or sell any securities. Trading stocks, ETFs, other securities, and/or cryptocurrencies poses a considerable risk of loss. Neither host or guests can be held responsible for any direct or incidental loss incurred by applying any of the information offered. The content in this video is solely the opinions of the speaker who is not a licensed financial advisor or registered investment advisor. Should you need such advice, consult a licensed financial or tax advisor. When you make purchases through links in this video description, the author may earn a commission.
See additional disclosures at tickersymbolyou.com/disclosures/ - Наука та технологія
Thanks to Main Street Data for the awesome financial charts on every AI stock we covered!
Check them out over at mainstreetdata.com/subscription?via=tsyou
An awesome channel. I also like your joint productions with Tom Nash.
what do you think of SealSQ Corp. They have developed a chip which can quantum proof encryption, by that I mean they can prevent a quantum computer from hacking passwords. They have a 28.5 M market cap and they are profitable, they made a gross profit of 14 million last year, and their current share price is 1.18 USD. I think this an exciting company and they are working with some big companies including Cisco, that's according to their recent investor presentation which you can find on their youtube channel. Maybe like Poet this is also a moonshot candidate.
Thank you for the timestamps! Your production quality is top notch!!!
Thanks for the kind words! Our pleasure.
Tesla FSD, Energy, etc.
Elon is becoming a modern day Willy Wonka but instead of replacing workers with Oompa Loompa he is using the bots.
That's sound funny but is true lol
looooool love it
I get frustrated with TSLA and then just buy more ;)
Haha that's what I do
I hold onto my tsla shares and sold put .
That makes perfect sense to me
TSLA is like an addictive stock - once you start, it's hard to resist buying more and more!
Whoever bought Tesla back when it was at 140 2 weeks ago killed it, only if they cashed back out when it went back up to 190.....
Oustanding format/content in this episode and in general - keep this up - one of the best channels on UA-cam
I like Amazon and Microsoft the most. They do an excellent job of investing in research and development and both offer incredibly useful services. I quite like Google and Dell too. Google Android remains an excellent product. As you indicate, Dell has done a great job of shifting towards servers for AI infrastructure. I continue to use services from all of these companies. BTW, from my apartment window, I frequently see Amazon's iconic blue 🔵 trucks rolling down the highway to and from Toronto. :)
Nice video. I'll add that DELL is very strong in Enterprise and that's where the Generative AI boom is heading next. Note that Michael Dell himself showed up in GTC opening front and center with his team to send a strong signal he is all in and out to win. SMCI has had its run and so if any server provider of AI is going to breakout next, it's going to be DELL. As for MU, HBM3E is needed for Blackwell and H200 (I believe) and they are pole position leaders with SK Hynix and Samsung in this space. Being the only US company that leads here is welcoming to big US institutional investors given the current push to regain chip dominance.
Thanks much very interesting, I love the perspective Larry provides because in the end buying into a declining trend presents a massive oppty cost. It is great to finally see all angles come together; substance, financials & technicals.
Another great video Alex & co. Lots of valuable insights.
I love that you included also some lesser known high growth potentials at the end. Thank you!
Thanks !! Very helpful with overall views as charts do play a part
Loving these episodes and deep analysis!
Excellent new format. Hugh value. High quality. Balanced.
Excellent analysis. Good to see this combination of fundamentals and technical. Would love to see AAPL included.
Good you are very innovative with your videos , bringing technology /scicen behind stock, cahrt analysts, business analyst. You are innovating !
STOCK CHOICES
There is a sunset to stock market predictions since AGI will be handling financial distributions in the relatively near (decade or two) future. So, begin looking for your future income source.
Liked the panel format.
Great conversation
It’s sounded like a sports type show
Moved fast and robust
Does Larry have a website?
@TickerSymbolYOU Does Larry have a channel? I would really like to learn how to do technical analysis how he does it.
Tesla and Meta are on the iffy side for me but rest are spot on!! What about Asml, avgo, qcom, pltr??
Well, I feel investors should be focusing on under-the-radar stocks, and considering the current rollercoaster nature of the stock market, Because 35% of my $270k portfolio comprises plummeting stocks that were once revered and I don't know where to go here out of devastation.
The safest approach I feel to tackle it is to diversify investments. By spreading investments across different asset classes, like bonds, real estate, and international stocks, they can reduce the impact of a market meltdown.
Get outta here. Buy whatever some scammer on YT recommends.
I agree about META. No more juice in the traditional apps.
HVAC will play a huge part in data center / ai / growth
Trane? Carrier?
@@srinivasansubramanian1567 To me, Vertiv $VRT is very attractive. Perhaps there are better players out there, definitely do your research!
" Evercore International Strategy & Investment sees Vertiv as an industry leader. In an October 1 investor note, the firm wrote the company “has the top market share for thermal management solutions and is a powerhouse in the arena,” according to IBD." " food for thought
@@srinivasansubramanian1567 AAON Stock could be a gem since they acquired BasX
Ok so what are the best HVAC plays?
@@9770G VRT builds cooling systems and other infrastructure for AI servers
I enjoy all your videos, but these, in particular, provide the most value. I generally prefer the roundtable discussions to the solo outings
Good to know!
Interesting report out!
No sell in May this year, or later in the year ? it'll be different this time ?
Just buy anyway.
Very solid analysis. Addresses concerns that many retail investors have. Thanks for the thorough discussion!!
Glad it was helpful!
I concur that NVDA is widely regarded as the standout stock of the year. Nonetheless, I'm intrigued by the prospect of identifying stocks with the potential to emulate META's growth trajectory over the next decade. With $200k earmarked for investment, I'm on the lookout for companies that could be strategic additions to enhance overall portfolio performance.
Thank you genius men, helping me to buy wise stocks....Thank you
Glad you’re enjoying the content!
Thanks for the tips
My pleasure
Excellent as usual 👋
0:25 Shouldn't NVDA market cap be higher than 1.2? - Closter to 2.25?
yes
I like MSFT too, but they and AI are being sued by a number of large publishers on copyright issues, ie using their material for LLM training. It would've helped if one of you guys could have reassured us on this. But, I guess that doesn't fit your narrative.
"narrative" omg. not everything you thing is important really is. world doesn't revolve 'round you.
It’s an energy company to boot. Lot’s of potential for growth and earnings.
I am trying to avoid making any new buys at this point in other not to get sucked into a bear market trap.It's tough making money in stocks when institutional investors are the driving force behind the selling.. although I read an article of people that grossed profits up to $150k during this crash, what are the best stocks to buy now or put on a watchlist?
I agree just reached my goal of $500k monthly trade earnings. Setting realistic goals is an essential part of trading
Thanks
Thank you
let's not forget about the Supply chain stocks ... AMAT ASML
And also under the radar ORCL
and qcom mrvl
Thanks Alex amazing info
My pleasure!
like the three of you together, alternative perspectives
Alex this was a very good video with loaded information. Please make more videos like this.
Also can you can a video on potential new businesses in ai revolution.
Glad you enjoyed it and will do!
No $PLTR?
Palantir 🇺🇸🚀
What are you smoking, 20% growth is looking like a start-up. Microsoft is an old tech company and 15-20% growth is usually what the expectation is, otherwise the multiple comes down significantly.
This video blew it out of the water. The combined expertise of you three is near perfect. I’d love to see all three of you comment on Alex’s new stock, POET.
I sold it. Super small cap, no growth. He did say it was a moon shot, and I will give him that. I won’t buy it until they start posting growth numbers. Happy to miss the first 1x while I stay on the sidelines.
Poet - As an Australian I couldn’t buy it as it’s under $5 or $300 mill market cap - that 1 x was a 2 x for a period. Will its product revolutionise the industry - if that’s a yes then it should be a buy ..
Yes, that’s my point. If there is crazy growth, there will be evidence. Right now, no evidence!
Sorry Alex but that was a total mislead on ur part they used the hype created to leverage their new financing deal. The company wins, you win, ppl who knew it was a pump n dump won (i did partake in the run up thx to you💚) but I think it was misleading to a lot of ur viewers. Btw I think POET holds not fundamental value, just imo
Tesla has more problems you guys didn’t bring up.
How is going your next Amazon' DNA stock? are you F bullish?
I screwed up, sold Google too soon. Lost my patience after too much bounce down and flat lining and Google miscues.
Me, too! 😖
Me too
I think we all did
I saw the whole movie in the trailer.
enjoy these longer podcast style videos
Noted!
Guys. This was simply amazing
Glad you enjoyed it!
Would prefer without technicals imho
What? You don't like to read tea leaves and make market predictions? Pfft!
OF COURSE MICROSOFT WILL KEEP CREEPING UP - EXCEPT WHEN SENTIMENT TURNS NEGATIVE ON MARKET IN GENERAL - BUT THOSE PULL BACKS WOULD BE TEMPORARY... WILL RECOVER WITHIN NEXT TWO QUARTERS.. NO LOST DECADE FOR MICROSOFT LIKE IT IS FOR MANY COMPANIES THIS TIME
There’s a good chance Tesla will face a class action lawsuit for past claims regarding FSD. There will be a huge one time hit.
Besides even if FSD reaches L4 this year and manages to get permission to offer taxi services, only Uber and Lyft get hurt. Car sales will not drop like Sean and Musk predict.
Tesla is a Wall Street darling of the past. The EV market continues to lag and Tesla has a lot more competition in the EV market.
I’m watching my MIT guy talk about Meta and Tesla. Lol
See ya soon
Thanks for not helding my hostage...
people lose tons of money, trade safe
NVDA only has 30k workers TSLA even after the layoffs still has a long way to go.
How many manufacturing factories does Nvidia operate ?
NVDA outsources to TSMC TSLA to insource to bots.
@@esta1177the bots will be useless for a long while.
@@greghelton4668 My Tesla is a bot! And already very useful to us senior citizen drivers. And thanks for supporting my purchase and my Social Security.
Elon moon shots? Lol.. That’s amusing. It’s evident all these gentlemen do not own a Tesla with FSD. V12 is nothing short of Amazing. It’s a reality my friends, no longer a moon shot. The world just doesn’t know it yet.
Exactly
Risky one
Lol
Try using your Tesla FSD driving at night time during a rain or snow storm and see how unsafe it is in bad driving weather conditions, especially at night time.
Where do you live? I think v12 is good but not ready for prime time. It is close to being ready for robotaxi though.
@@ronmatthews2164 Maybe you shouldn’t drive in that condition?
With trillions and billions in play, these leaders are not going anywhere.❤
Exactly why I like them so much
Great vid as usual but i think AVGO and ANET was missing. AVGO implemented SaaS and ANET earnings was more than good and forcast with even higher expectations.
AVGO is awesome but they don’t report earnings until next month
@@TickerSymbolYOU ANET reported earnings today beyond expectations. Yes AVGO will do it next month. SaaS service will be the cash cow for AVGO. What is your opinion about both of these companies stocks movement?
Zuckerberg is not as Savi in promo as Musk. I think Zuckerberg should team with a production company and make a movie. I’m the movie have the characters using some of this cool glasses, technology that Meta has.
Sym please
Yes..sum and aehr
I mean sym
No $NVDA
They didn’t report earnings yet…
Yup not anymore 😂
If Tesla offered 2% car loans, 12 year terms and starting to do some awesome marketing!!!!!
That would be something else for sure
Car has to be 25k with FSD for may be another grand, then EV may be worth it. Anything else Tesla may need some other moonshot to survive.
Why isn't he talking about Intel and amd going down right now ?
Intel’s main business is very capital heavy.
Party🎉
Cmon Alex you know technical analysis is bs.
@UCxD8TJxEMAWl3bloFskaMJgSorry, I could have stated that more kindly. Or not at all, I guess. Keep up the good work.
YOU stock is not what you think.
😊
Disappointed to see that you’ve added a stock astrology chart diviner into your mix. Please move back to reality and away from astrology! This was the first episode that I felt was a giant waste of my time.
Interesting. Thanks for the feedback.
Lost a smidge of respect for this channel using a "technician." Is there any evidence, at all, that understanding charts leads to improved portfolio performance? I think the evidence is to the contrary.
I've actually been using these moving averages for a while now. It's what ultimately got me into Nvidia, SMCI, and many of the winners I cover.
@@TickerSymbolYOU I'm glad it worked for you. I think the real alpha was you understanding what the market did not. I think over the long term if you forgo that in favor of what the moving averages are telling you, or some hybrid approach, you're leaving the real gains on the table. IMO
Thankfully, I don’t need to choose one or the other. I use both and that works best for me.
so it isnt going to trillion huh?
Most of these companies already are.
Remember when this channel used to pump ARK non stop LOL