Missed NVIDIA? Experts Say These Stocks Are Next.

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Missed NVIDIA? Experts Say These Stocks Are Next.

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Nanalyze

Күн бұрын

Пікірлер: 58

@Nanalyze Ай бұрын

Subscribe to make sure you don't miss the rest of this series: kzfaq.info

@sharkbaituahaful Ай бұрын

This channel is so ridiculously underrated. Keep doing what you're doing and thank you!

@Nanalyze Ай бұрын

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.

@midwestcannabis Ай бұрын

I concur🥳✌️

@user-ll9qk2el4d Ай бұрын

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 KZfaq 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...

@Nanalyze Ай бұрын

This is a great comment. Figuring out when to sell is extremely difficult, so it's best to set some rules.

@soundslight7754 Ай бұрын

Very interesting and relevant, thanks for sharing Joe. So much meat been crammed into a bite size snack! :)

@Nanalyze Ай бұрын

That's great to hear, thank you!

@rolf5282 Ай бұрын

I enjoy and appreciate listening to all your knowledge and wisdom from Europe, thanks a lot

@Nanalyze Ай бұрын

Where in Europe? We have a lot of viewers and subscribers from ex-USA - about half actually. Joe P.

@factotums Ай бұрын

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.

@Nanalyze Ай бұрын

Really glad you enjoyed this!

@midwestcannabis Ай бұрын

Joe is on Fire🔥🔥🔥 I always appreciate your coverage. Plus, you keep things real. Nice job as usual Bud! ✌️✌️

@Nanalyze Ай бұрын

Thank you for the constant support!

@DennieHarris Ай бұрын

Good seeing you and the backdrops recently appreciate you sharing content

@Nanalyze Ай бұрын

That's really good to hear, thank you!

@ongvarua Ай бұрын

Thanks so much for your work. I really like the way you do research and analysis, deep and structural. Keep up your good work.

@Nanalyze Ай бұрын

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.

@Lasereyes87 Ай бұрын

Great topic 👍

@Nanalyze Ай бұрын

Thank you! Glad you think so. We've had this series planned for a while.

@Akawa93 Ай бұрын

Yoo great video!! But are we not missing palantir there? the best of all!!

@Nanalyze Ай бұрын

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.

@lostlandmarks8305 Ай бұрын

Your content is excellent as always 👏🏼

@Nanalyze Ай бұрын

Thank you for that!

@TeslaEVolution Ай бұрын

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?

@Nanalyze Ай бұрын

Nvidia's valuation covered here: kzfaq.info/get/bejne/htyGnryXvK-xoJc.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.

@vidainvestor Ай бұрын

In 10 years NVDA could 3x but that prediction to 15x is impossible if you understand marketcap and revenue multiples

@Nanalyze Ай бұрын

@@vidainvestor Seems so

@kashganja Ай бұрын

thx alot Joe

@Nanalyze Ай бұрын

You're most welcome!

@methlalpallewatta9947 Ай бұрын

Getting acquired by a bigger company could be another way out for smaller ones.

@Nanalyze Ай бұрын

Yep, lots of M&A action expected vs IPOs.

@tdog8049 Ай бұрын

Have you heard about Uipath. Would love you to review their company. Uipath is in the RPA business which is also related to AI

@Nanalyze Ай бұрын

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/

@kibirkshtis Ай бұрын

wow, thanks

@Nanalyze Ай бұрын

Thank YOU!

@kylemo938 Ай бұрын

Bluebird bio would be an interesting video. What happens to the 3 drugs they own if the company goes under?

@Nanalyze Ай бұрын

We've touched on them before in our gene editing content

@kylemo938 Ай бұрын

@@Nanalyze what about docgo? Seems like a poorly ran company, but they are running uncontested in key markets…

@Nanalyze Ай бұрын

We wouldn't look at something that small

@azulsimmons1040 Ай бұрын

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 Ай бұрын

This is precisely why we don't invest unless there are meaningful revenues. Thank you for the comment!

@Tideo123 Ай бұрын

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.

@Nanalyze Ай бұрын

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. :)

@Tideo123 Ай бұрын

@@Nanalyze Thanks Joe.

@riffsoffov9291 Ай бұрын

@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.

@Nanalyze Ай бұрын

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!

@riffsoffov9291 Ай бұрын

@@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.