E10: TESLA IN TROUBLE? Top 5 AI Stocks to Buy After Earnings

Рет қаралды 77,373

Күн бұрын

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/

Пікірлер: 160

@TickerSymbolYOU 24 күн бұрын

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

@robertmooney5312 24 күн бұрын

An awesome channel. I also like your joint productions with Tom Nash.

@vinay7397 23 күн бұрын

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.

@frankjfjr 24 күн бұрын

Thank you for the timestamps! Your production quality is top notch!!!

@TickerSymbolYOU 24 күн бұрын

Thanks for the kind words! Our pleasure.

@TheOne-ks4dd 24 күн бұрын

Tesla FSD, Energy, etc.

@eugeniustheodidactus8890 24 күн бұрын

I get frustrated with TSLA and then just buy more ;)

@girowinters 24 күн бұрын

Haha that's what I do

@kawaiimdsweey9348 24 күн бұрын

I hold onto my tsla shares and sold put .

@mountainman6549 23 күн бұрын

That makes perfect sense to me

@tobi1004ya 20 күн бұрын

TSLA is like an addictive stock - once you start, it's hard to resist buying more and more!

@g.coastal7575 19 күн бұрын

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.....

@robertmooney5312 24 күн бұрын

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. :)

@mgb0791 21 күн бұрын

Oustanding format/content in this episode and in general - keep this up - one of the best channels on KZfaq

@esta1177 24 күн бұрын

Elon is becoming a modern day Willy Wonka but instead of replacing workers with Oompa Loompa he is using the bots.

@vidainvestor 24 күн бұрын

That's sound funny but is true lol

@kc-me6wl 23 күн бұрын

looooool love it

@hoperushing7729 23 күн бұрын

Thanks !! Very helpful with overall views as charts do play a part

@pezzodipunto2239 23 күн бұрын

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.

@anskey 23 күн бұрын

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!

@ebiren 6 күн бұрын

Good you are very innovative with your videos , bringing technology /scicen behind stock, cahrt analysts, business analyst. You are innovating !

@GlobalMan-nr3hq 24 күн бұрын

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.

@EmpireEnglishSchool 22 күн бұрын

Great conversation It’s sounded like a sports type show Moved fast and robust

@ZeeInvest 23 күн бұрын

Liked the panel format.

@EvelynManley 23 күн бұрын

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.

@Longtack55 19 күн бұрын

Get outta here. Buy whatever some scammer on YT recommends.

@marbler 24 күн бұрын

Loving these episodes and deep analysis!

@Letsflipingooo98 24 күн бұрын

HVAC will play a huge part in data center / ai / growth

@srinivasansubramanian1567 20 күн бұрын

Trane? Carrier?

@Letsflipingooo98 17 күн бұрын

@@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

@youshallnowknow 15 күн бұрын

@@srinivasansubramanian1567 AAON Stock could be a gem since they acquired BasX

@9770G 13 күн бұрын

Ok so what are the best HVAC plays?

@Pennywise505 6 күн бұрын

@@9770G VRT builds cooling systems and other infrastructure for AI servers

@St.Augustine-Bob 19 күн бұрын

Excellent new format. Hugh value. High quality. Balanced.

@Rawsavon 23 күн бұрын

I enjoy all your videos, but these, in particular, provide the most value. I generally prefer the roundtable discussions to the solo outings

@TickerSymbolYOU 23 күн бұрын

Good to know!

@ks4912 21 күн бұрын

Excellent analysis. Good to see this combination of fundamentals and technical. Would love to see AAPL included.

@user-ln5nk7mg4v 4 күн бұрын

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.

@mattmiller8720 20 күн бұрын

Interesting report out!

@dabig_guy2204 24 күн бұрын

STOCK CHOICES

@r.ryansadeghian8060 14 сағат бұрын

Very good content. Excellent to download and listen to on my short flight trip.

@TickerSymbolYOU 13 сағат бұрын

Glad you like it!

@HouGrills 24 күн бұрын

Very solid analysis. Addresses concerns that many retail investors have. Thanks for the thorough discussion!!

@TickerSymbolYOU 24 күн бұрын

Glad it was helpful!

@catherinedavid2722 23 күн бұрын

Excellent as usual 👋

@creativecomputers6060 24 күн бұрын

Thanks for the tips

@TickerSymbolYOU 24 күн бұрын

My pleasure

@jajessee 23 күн бұрын

Does Larry have a website?

@drzlb 23 күн бұрын

Tesla and Meta are on the iffy side for me but rest are spot on!! What about Asml, avgo, qcom, pltr??

@patriciapeever9560 24 күн бұрын

Thank you genius men, helping me to buy wise stocks....Thank you

@TickerSymbolYOU 24 күн бұрын

Glad you’re enjoying the content!

@CRBarchager 20 күн бұрын

0:25 Shouldn't NVDA market cap be higher than 1.2? - Closter to 2.25?

@Longtack55 19 күн бұрын

yes

@christopherhartline1863 24 күн бұрын

I agree about META. No more juice in the traditional apps.

@roccopietrofesa7914 24 күн бұрын

@TickerSymbolYOU Does Larry have a channel? I would really like to learn how to do technical analysis how he does it.

@paulking2039 22 күн бұрын

No sell in May this year, or later in the year ? it'll be different this time ? Just buy anyway.

@shinymike4301 24 күн бұрын

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.

@tucoramirez9557 23 күн бұрын

"narrative" omg. not everything you thing is important really is. world doesn't revolve 'round you.

@shaystocks305 23 күн бұрын

Thanks Alex amazing info

@TickerSymbolYOU 23 күн бұрын

My pleasure!

@eclkt 18 күн бұрын

Thank you

@The_Legendary_Stock_Battle 23 күн бұрын

Thanks

@mslast3048 21 күн бұрын

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.

@TickerSymbolYOU 21 күн бұрын

Glad you enjoyed it and will do!

@MarketingSamasati 9 күн бұрын

let's not forget about the Supply chain stocks ... AMAT ASML And also under the radar ORCL and qcom mrvl

@Monicamonasky- 20 күн бұрын

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.

@rikmeistr46 24 күн бұрын

It’s an energy company to boot. Lot’s of potential for growth and earnings.

@Brennanoliver775 23 күн бұрын

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?

@BeverleeR.Ziegler 22 күн бұрын

I agree just reached my goal of $500k monthly trade earnings. Setting realistic goals is an essential part of trading

@Cory-Money 19 күн бұрын

Palantir 🇺🇸🚀

@ShaneBoy 24 күн бұрын

Guys. This was simply amazing

@TickerSymbolYOU 24 күн бұрын

Glad you enjoyed it!

@johnkelley1426 24 күн бұрын

I screwed up, sold Google too soon. Lost my patience after too much bounce down and flat lining and Google miscues.

@projectkj7643 23 күн бұрын

Me, too! 😖

@Garric522 21 күн бұрын

Me too

@g.coastal7575 19 күн бұрын

I think we all did

@jajessee 23 күн бұрын

like the three of you together, alternative perspectives

@Jerseygirlinberkeley1 24 күн бұрын

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.

@nrgplay26 24 күн бұрын

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.

@judd7699 24 күн бұрын

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 ..

@nrgplay26 24 күн бұрын

Yes, that’s my point. If there is crazy growth, there will be evidence. Right now, no evidence!

@ricegum7583 24 күн бұрын

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

@briand5379 12 күн бұрын

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.

@mountainman6549 24 күн бұрын

Tesla has more problems you guys didn’t bring up.

@mtuand84 21 күн бұрын

No $PLTR?

@briantep458 24 күн бұрын

enjoy these longer podcast style videos

@TickerSymbolYOU 23 күн бұрын

Noted!

@vijjreddy 23 күн бұрын

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

@jacksonmatysik8007 24 күн бұрын

Would prefer without technicals imho

@carparkdave4492 17 күн бұрын

What? You don't like to read tea leaves and make market predictions? Pfft!

@greghelton4668 20 күн бұрын

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.

@larsnienstadt9538 23 күн бұрын

I saw the whole movie in the trailer.

@olddog3418 24 күн бұрын

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.

@starkovinc.4211 24 күн бұрын

Exactly

@SSSocials 24 күн бұрын

Risky one

@ronmatthews2164 24 күн бұрын

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.

@tomAlter-ty2bj 24 күн бұрын

Where do you live? I think v12 is good but not ready for prime time. It is close to being ready for robotaxi though.

@letschinesecom 24 күн бұрын

@@ronmatthews2164 Maybe you shouldn’t drive in that condition?

@eastvanman7468 24 күн бұрын

I’m watching my MIT guy talk about Meta and Tesla. Lol See ya soon

@merbal3966 22 күн бұрын

How is going your next Amazon' DNA stock? are you F bullish?

@Tuxiii808 24 күн бұрын

Thanks for not helding my hostage...

@nikguitarocphone2505 24 күн бұрын

people lose tons of money, trade safe

@erdalkose4515 24 күн бұрын

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.

@TickerSymbolYOU 24 күн бұрын

AVGO is awesome but they don’t report earnings until next month

@erdalkose4515 24 күн бұрын

@@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?

@esta1177 24 күн бұрын

NVDA only has 30k workers TSLA even after the layoffs still has a long way to go.

@eugeniustheodidactus8890 24 күн бұрын

How many manufacturing factories does Nvidia operate ?

@esta1177 24 күн бұрын

NVDA outsources to TSMC TSLA to insource to bots.

@greghelton4668 20 күн бұрын

@@esta1177the bots will be useless for a long while.

@esta1177 19 күн бұрын

@@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.

@timothybancroft6579 21 күн бұрын

With trillions and billions in play, these leaders are not going anywhere.❤

@TickerSymbolYOU 21 күн бұрын

Exactly why I like them so much

@kellyclover5953 15 күн бұрын

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.

@jgig9414 24 күн бұрын

Sym please

@Garric522 21 күн бұрын

Yes..sum and aehr

@Garric522 21 күн бұрын

I mean sym

@eastvanman7468 24 күн бұрын

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.

@TeslaEVolution 24 күн бұрын

If Tesla offered 2% car loans, 12 year terms and starting to do some awesome marketing!!!!!

@TickerSymbolYOU 24 күн бұрын

That would be something else for sure

@SSSocials 24 күн бұрын

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.

@funnyguyinlondon 21 күн бұрын

No $NVDA

@TickerSymbolYOU 21 күн бұрын

They didn’t report earnings yet…

@midwestcannabis 24 күн бұрын

Party🎉

@jillhernstat8024 21 күн бұрын

Yup not anymore 😂

@markst.romain7411 23 күн бұрын

Why isn't he talking about Intel and amd going down right now ?

@greghelton4668 20 күн бұрын

Intel’s main business is very capital heavy.

@comandinn505 24 күн бұрын

Cmon Alex you know technical analysis is bs.

@comandinn505 20 күн бұрын

@UCxD8TJxEMAWl3bloFskaMJgSorry, I could have stated that more kindly. Or not at all, I guess. Keep up the good work.

@TuxedoToledo 23 күн бұрын

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.

@TickerSymbolYOU 23 күн бұрын

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.

@TuxedoToledo 23 күн бұрын

@@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

@TickerSymbolYOU 21 күн бұрын

Thankfully, I don’t need to choose one or the other. I use both and that works best for me.

@williambayer2954 23 күн бұрын

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.

@TickerSymbolYOU 23 күн бұрын

Interesting. Thanks for the feedback.