GET IN EARLY! Top 3 AI Stocks I'm Buying Before Nvidia GTC
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- Опубліковано 13 чер 2024
- Register for NVIDIA GTC 2024 on March 18-21 and Join me LIVE! tickersymbolyou.com/gtc2024
Enter for your chance to win an NVIDIA RTX 4080 SUPER GPU: tickersymbolyou.com/gtc/
In this episode, we take a look at some of the best AI stocks to buy now including Supermicro Computer ( SMCI stock ), AMD ( #amd stock ), and Netflix ( #nflx stock ). These stocks could be some of the biggest beneficiaries of generative AI breakthroughs like #chatgpt and #sora by #openai . With #nvidia GTC ( #nvda stock ) right around the corner, there's never been a better time to learn about the science behind the stocks!
Featured Nvidia GTC 2024 Sessions (REGISTER FIRST):
» Registration link: tickersymbolyou.com/gtc2024
» SMCI's session: bit.ly/gtc-tsy-smci
» AI infrastructure: bit.ly/gtc-tsy-ai-chips
» Netflix AI streaming: bit.ly/gtc-tsy-netflix
» RTX 4080 SUPER GPU contest entry: tickersymbolyou.com/gtc/
» Top Stocks for 2024: • Top 10 Stocks to Get R...
» Get My Stocks & 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...
» Advanced Micro Devices (AMD Stock) Valuation: simplywall.st/stocks/us/semic...
» Tesla (TSLA Stock) Valuation:
simplywall.st/stocks/us/autom...
» Palantir (PLTR Stock) Valuation:
simplywall.st/stocks/us/softw...
» Podcast: • E5: Our Top 5 Stock Ma...
» Twitter: / tickersymbolyou
» Patreon: / tickersymbolyou
Timestamps for this episode:
00:00 Top 3 Generative AI Stocks
01:09 SMCI Stock - Gen AI Infrastructure
06:17 AMD Stock - Gen AI Accelerators
10:35 NFLX Stock - Gen AI Entertainment
Resources & References:
» Nvidia GPU Advances: • NVIDIA'S HUGE AI Chip ...
» Nvidia AI Advances: • NVIDIA'S HUGE AI Break...
» 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 of 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
Register to join me LIVE for Nvidia GTC 2024! tickersymbolyou.com/gtc2024
» RTX 4080 SUPER GPU contest entry: tickersymbolyou.com/gtc/
» SMCI's session: bit.ly/gtc-tsy-smci
» AI infrastructure: bit.ly/gtc-tsy-ai-chips
» Netflix AI streaming: bit.ly/gtc-tsy-netflix
I’ll be in Tahoe. :-/
What price to buy there three stocks Alex
Nvidia could be less and less reliant on SMCI, considering their own modular servers.
What are your thoughts on that?
Amd changed their data center estimate from 2 to 3,5 last month.
Can you report on AMD's chipset... plans for the end of year (2024) XBOX please???.. 16:59
Razz
Great content and not too long, actually love the fast clip pace… TY
Glad to hear it!
Great video! I’m looking forward to you coveringTTD and SOUN, and any other cutting edge stock that looks to really, really, super outperform! Your videos are superlative, and you are really appreciated.❤
Great suggestions! I'll add TDD to the deep dive list and I do have something coming out on SOUN soon!
Hi Alex
Can you do a deep dive on SoFi from a tec perspective. What do you Think of The platform etc? How do they use ai, and how far is they?
Will ai help Them grow?
Thanks 😊
Great list. I would add VRT for another angle on the Ai boom. (Data center cooling systems)
Great content! In a graph from 1 to 10, where do you think we are in the stock price runs with 1 being just started and 10 being near the top? I know it’s not financial advice, just curious on your thoughts!
Thanks for a great video and very informative channel!
Love your videos, no fluff, straight to the point and well documented. I'm hooked !
I'm glad you enjoy them! Thanks for taking the time. 🍻
Great info, as always! THANK YOU!!!
@13:45 Consumers for the Win! More creative risks. Not just Superhero flicks, Remakes, and Sequels!
How much more do expect SuperMicro to rise, given its already impressive rise?
Looking forward to attending I will be there for the Thursday the 21st
Thx again for the video but could you analyze less trendy companies such as oracle, dell, IBM etc and how they deal with the recent AI boom?
Great idea. I'll add them to the list!
@@TickerSymbolYOUsome software ?😊
Agreed
Great content as always. How about ANET how they positioning themselfs between all these AI drivers?
I'll put ANET on my list of future deep dives!
amazing and thanks for the info you give us.
My pleasure!
Hi may I know what is your opinion on this stock ASX - ASE technology holding
Thanks Alex we appreciate all your work.
I hope you cover AVGO soon.
I'll add Broadcom to the list!
Is it true that the market is crashing? Why all stocks are down including NVIDIA? Do you recommend selling if u have stocks?
Thanks for the detailed Video everytime. What are your thoughts on VanEck Semiconductor ETF? Also SOUN and BBAI?
I like SMH a lot and will be covering SOUN soon!
Agreed on valuation for growth stocks.
Good report. Enjoy and utilize your videos in my investing thinking.
Thank you and I'm glad you find them useful!
If possible talk to Adobe and ask them how they create more value in their software. How in the future can the software change.
Can you do a show on Groq inference training chips and how to invest in that.
Hi Alex great content if we are working will there be a way to watch recordings in the evening?
I believe a lot of them will be on demand, yes!
Hey Alex will you give me an opinion on ION Q should i invest
Nice, I own NVDA, SMCI, AMD but I do not own NFLX. I think something like SOUN or AI will get you a bigger return on your investment than NFLX. The streaming market seems to crowded for me. Another great AI stock not mentioned very often is TTD. I've owned it 6 yrs and it has given me a 600 % return, so far. Thanks for the great video.
I'll be covering SOUN soon and great call out on TTD. I'll put it on my list for a future deep dive!
I have a small position in SOUN, I consider it highly speculative stock. They're not making a profit (yet).
@@bartdierickx4630 In their latest report then reduced cap ex and grew revenue. They have a huge backload of orders.
speculative but that is where you find your monster winners.
Great thesis dude
That's a great portfolio!
Hi Alex great videos very impressive. Thanks fa lot. Can you please cover Synopsis.
Thanks, Alex! You’re the best….and my favorite UA-camr across all categories and genres.
This really made my day, thank you for such kind words. I'm spending this on coffee so I can make even more content! ☕
What impact will Intel's new fabs have once they come online?
Alex, this was a great video! Could you please cover the AI companies that are US based only, that product hardware, software, and data processing centers opening up in the U.S. too. Also, updates on AI for space, farming technology, and robots. Thanks!! 😄
Fabulous video! Alex, keep it up!
I applaud your channel. One of the most informative. Is SMCI Still a buy after the huge run up?
Been wondering the same myself. Can't really assume that getting in now is "early" so to speak, with the massive 3 months they have just had, but I'm no expert.
Big no
Stock Split
What do you think of data centers like APLD for long term?
I’m curious to know your thoughts about Navitas Semiconductor pipeline, as for it seems very creative, promising and attractive.
Sofi ! All the way !!
Great show, very informative.
I believe I already registered for the virtual version of conference from a previous video. How do I get entered into the contest?
Thoughts on ARM lockup expiration?
Tons of Selling by SoftBank?
Temp weight on AI related stocks?
Your channel has grown tremendously since last time I logged in. 👍👍
It's been a wild ride!
Please talk about z scaler. Thank you.
And Sentinelone
Im Canadian , Is it worth buying the Canadian version of some of these stocks?
Could you do MSTR? And why mining stocks are down whilst Bitcoin is rallying? Thanks
Do you reckon it's worth buying in now and holding for a few years?
I agree with the whole video. Thanks for the great content!
Just one question, im a long-term investor and feel really comfortable with my current Robinhood portfolio. I hold multiple stocks like smci, amd, nvda, tsla, msft, meta, googl, appl, amzn, hd, cost, etc...
People think the market is going to crash or take a huge dip soon since billionaires have recently sold millions in shares and other factors like AI bubble. What are your thoughts on this? Continue holding stocks or sell before the dip???
Thanks, good video. I have had SMCI for awhile. Does the NVIDIA GTC have a lot of content for non-technical people? I am a lawyer generally interested in AI and thinking of attending. Would this conference be worthwhile for a non-technical person who is generally interested in AI?
Thank you for being upfront about what you will be talking about. I wish that all YT ppl did this.
Best analysis on AI today. I am surprised Netflix made the list. Enjoyed your analysis on it" I am a longterm holder of NFLX based on it 's subscribers growth. Now I see reasons why it will with AI.. I don't remember where I heard Geoffrey Hinton said something like "I am going to watch Netflix".
How about intel (INTC) ?
End of last May. I picked EXTR, LMB and MOD. LMB peaked 100%\\EXTR peaked 47%\\ MOD over 400% - before rolling over. I just got into , AZEK, PPC, TRIP For this year. Also got GCT at $22.x now over $40+. Rock on. Stops in. Go. Stops in place
SOUND, ASPI would be nice to cover if you could. ASPI I really like the management.
Another great video thanks
Glad you enjoyed it!
Still liking Unity for AI Software? Ticker symbol U. I bought it at your recommendation and its down 11% since
Stock symbol MOD does AC systems, developed one which has built in system to kill air boure pathogens. Since last May went 400% before pullback.
Great segment Alex! Can’t wait to hear about GTC and what you think Nvdiai and their partner companies will bring for the future!
I'm excited to share everything I learn!
13:05 look at the highway on the right of screen 🤣🤣🤣🤣🤣🤣🤣
Thanks great job
SMCI at bit over 1000 share value,, is it still right buy? it grew too fast since Jan of this year...
Great content Alex. Listened to your recommendations on Nvidia earlier & bought @ around $270. Adding AMD today! 🙂
Is it better to invest in SMH or AMD ?
Amazing content! Thanks!
Glad you liked it!
This is a great video. What their competitive advantage is in the market. However, I rarely heard you go over the financials on these stocks and whether it is a high PE or P/FCF or not you need to think what a stock will grow to after 10 years, how much are they going to make and what the PE or P/FCF will be after that 10 years. I personally own QCOM, META, TSM, and GOOG.
How about HPE or dell? They will also be at that event
Another stocks to add are SoundAi and Rocket Lab, any chance you can make a video on these?
They’re both losing money
@@matthewturner4720 Yes they are but they are lossing less every Q...soon they will be profitable
Thank you Alex ❤
Interesting coverage on Netflix which has been growing sneakily sneakily while the market was going crazy over GenAI...
thanx for the short and sweet intro
Well, where is the price of all three stocks since you’ve made this video? If anyone bought at that time how much in the red would their portfolio be? Did you buy at the time of this video, or were you selling?
Hey, I mentioned this to a few people looking at ai and doubling there money. IMHO, if I needed to decide where to invest I would actually choose intc as I think at this point it is more likely to double because of valuation compared to the others you mention, what do you think is more likely for nvda to go to 1700 or intc to 85?
IMHO I think NVDA will split and continue its meteoric rise; only the people tracking split adjusted stock price will realize that it shot right past 1700. NVDA split 1:4 two years ago, factor in that split and were already at ~3600. I think history is about to repeat…
Nice touch with the cathie wood GTC mention 😆
It’s interesting you this because I always avoid anything Cathy wood has to say. I don’t get the hype around her but maybe I’m wrong.
@@bicycleseatthoughts4405 100% agreed. I feel like she wants to be a contrarian for the sake of being a contrarian. She carries way too many junk stocks as her top holdings.
I thought this was harsh and unfounded. Cathy is a super smart economist.
What is your pick for ,or who do you think will be the biggest investor for Bio pharmaceuticals from NVDA
Taiwán semi conductors.
I have some ideas on this actually that I'll share soon!
any photonics investments?
Alex - wonderful job ! The information and data you share with us ought to be on stock exchange . by the way, how do i "join" and pay for entire year ? Also, can you add some insight for Palladium please ? thank you very much , you are a world of information needed for traders like me
Deyum! How do you research such details for your content. Very interesting. Very impressive. Been a follower for a while and one of the channels I have the most watch time on. More success to YOU and the channel.
Thanks for watching! 🙏 I appreciate the kind words and great feedback. The research takes time but comments like yours make it worth it!
@@TickerSymbolYOU don't mention it. you're giving us way more value for an honest appreciative comment. 😃
took it from supermicro webside there is better analysis on there
Can you tell us your opinion about NOW stock??
Dear Alex , please could you do a video on which apps to use for trading ? I'm very new to this , which platforms in Australia please. Thank you .
Great suggestion!
Let me know when you are in town so that l can take you out to lunch. I started investing in AMD when it was $3 and up a whopping 7000%. I find you research so useful and deep.
Wow, congratulations on your massive gains!! 🍻
Take me to lunch.? Teach me what you know. I want to “be like Mike,” lol.
❤ Love it Bud! 🎉🎉🎉
Do we expect a pop in NVDA stock after GTC? It stands to reason it will pop but wondering if historically these demos boost stock price? Thoughts? I feel like an infomercial and keynote speech from Jensen can't hurt.
Nvidia sock poped a few percent in the past. Probably even more so now that the AI revolution is taking off and nvidia is the leader. :)
Good pick with SMCI … decades after and at all time highs … not risky at all
Another great vid Alex. Look forward to th upcoming content 😊
🍻 thanks for taking the time! Cheers.
Great video as always! I’m already own SCMI and AMD. I don’t have Netflix, but like your take. I haven’t thought about them from a gen AI perspective, and don’t think that most people have either. I was unaware of some of those things they are doing.
Asetek provides the liquid cooling to SMCI and HPE. Asetek is on the stock market as well.
FYI, Asetek Inc shows "permanently closed" online, check it out if you don't believe me ...
That record scratch had me dying😂🤣🤣
SYM is gonna be huge and APLD could be very promising as well
Walmart owns 60% of SYM which is not good, means the sym ceo is controlled by what Walmart once’s to do
Walmart owns 60% of SYM which is not good, means the sym ceo is controlled by what Walmart wants to do
@@wread1982 cut a deal with their biggest competitor. Target....doesn't seem too controlling
With AI itself it is hard to fathom the technology growth we will see over the next few years. Sure Nvidia and AMD have solid foundations, but the research is just going to get easier and the barrier to entry for smaller companies will be that much easier. Hard to predict which stocks specifically will grow, and with Nvidia already being the 3rd largest company in the world - it may actually cool off as Google and Apple ramp up their technology in AI - super curious to see next set of Apple chips as well as their new AI software.
Alrite, let’s get some of these stocks!
Dell also dabbles in data centers and is doing pretty well.
Amazing information!!!
Glad it was helpful!
@@TickerSymbolYOU but why NVDA is going down again today?
Awesome video. Netflix segment was beyond interesting
Glad you enjoyed it! There's a lot of science behind these stocks if you know where to look! :)
Do you think NVIDIA stock will reach 1200usd next few months?
Thanks
Some analysts say that NVDA will be $8,000 stock by 2030. Seems unreal but it's truly possible.
@@librisc, $8000 by 2030? That's super easy. It is 30 years worth of investment on NVDA that started to realize now imho.
Looking for custom solutions you always end up on super micro. The quality is ass, fitment is bad and edges are sharp, but it's often their case or none.
4:05 I didn't know Google HQ was inside a mountain like NORAD.
Great job
Great video subscribed recently and not disappointed. Keep it up!
Awesome, thank you! Let me know if there's ways I can make the content even better for you
@@TickerSymbolYOU Of course, thank you!
Note on AMD's super high PE ratio. Their GAAP earnings are significantly reduced by amortization of prior acquisitions (so this does not hit the cash that they take in per quarter), a better metric would be Free Cash flow or EBITDA. EBITDA would put them trading around ~55X EBITDA. Still more expensive than Nvidia, defensible for their participation in a high growth industry. This is similar to how Amazon's valuation is justified, a lot of amazon's GAAP earnings is reduced on paper due to depreciation of prior warehouse and technological investments.
I’d love to see a vid on SOFI!!!
UA-cam had more watch time than netflix throughout 2023 and it's free. I will keep an eye on Netflix but probably will go in NVDA and AMD.
What about INTC? Is INTC still worth to invest?
Love your thorough analysis. I wasted too much time sitting in useless commodities with a dead end loss. Time to get back to life and major players.
Let's go 🔥 🚀
Is there a ETF include most of these stocks ?
For Semiconductor, I bought ticket SMH.
SOXX and SMH hold these kinds of stocks
Im holding $NVDA $AMD $QCOM $TTD and $VRSSF