I agree.. I trust people who don't mind giving unpopular opinions, instead of just pandering to peoples greed.

Too bad he's a total fraud as well as being clueless.

Yes, but if you have followed his guide to the stock market, you have been left behind. But your time will come.

Yeah. One would thinks that Google's awesome AI tools could filter them out. But no.

The number of Indian Bots in the comments is unbelievable!!

for what?

Yes, I am constantly reporting them as spam, to help Sven clear the comments section

They aren't indian. Most of them talk about dollars, and have western names.

Happy to hear that!

thanks for sharing!

Fascinating quote.

And hence you one would short one of these GPs, you could lose a lot of sleep! Human nature never changes!!!🎉

thanks!

Why?

If the objective is to massively underperform the index, yes it is the best.

thanks for sharing!

it is all about looking smart at the moment for BOA

It's different this time, bro. Y'know, same as all the other times it was "different this time".

:-))

That is how it is! Stocks that go up are in demand!

good for you

that is how we work!

the higher the stock, the more exuberant the projections... :-))

:-)

great to hear!!! thanks!

thanks for sharing!

:-)

time will tell!

Is that sarcasm?

hahaha

:-))

'outperform' is the key word of destruction here - perform should be the focus, not outperform!

:-)))

correct, nobody knows! But while bubbles grow big and burst, we just keep on compounding!

They crash as well. Meanwhile, bubble stocks crash 80% easily (e.g. Beyond Meat), those with reasonable valuations return to their fair value afterward. If the company is making profits and they have a good capital allocation, they help by buying back shares.

Interesting idea, but at the moment AI are not at the level of a human and AI has the problem that it just looks at previous data. In the past, a value investor had to invest in companies with a high book value. Now these companies most certainly have a big problem and underperform the market. At the end, if something works, it will be used at the stock market.

Yeah he underperforms the market on a consistent basis lol. Also charges people for 'research' to underperform alongside him.

I will always underperform stocks like NVIDIA :-)

@@Value-Investing don't worry i don't judge someone based on 1 stock pick. Do you publish your portfolio returns YTD or per annum basis?

even if he did, would u believe... but this certainly would be interesting...

kzfaq.info/get/bejne/j9pggK6rldrbmHk.html

thanks for sharing!

thanks for sharing!

I am a value investor, thus I only invest if there is NO RISK and all what is left is upside. So, in the NVIDIA case I just make videos :-))) I make money :-)) For charity, but ok!!!!

Just buy QQQ, good luck trying to outperform it over a 20 year period

getting rich slowly, as would buffett say!

You cannot judge if a stock is "overpriced" from just looking at its price, you need to look at the earnings. If the price rises together with the earnings than there is no overpricing there, but a proportional representation of the company's business situation. That is the case for Nvidia right now. Their earnings are literally exploding because Nvidia is ahead of any other competitor at the moment. Which has not to stay like that, of course.

Thanks 😄

great for you!

:-)

except NVDA's price is following fundamentals closer, and they dont have maniac ceo

@@jeffjones114 70% margins are not sustainable, competition and or any lack of demand will cut those margins in half and the stock will correct similar to Tesla

@@-jovoc it is possible companies can actually not afford not to invest in these chips, since they drastically reduce power consumption costs (especially the coming blackwell chip). AMD isnt close

​@@-jovocnow if you could only supply the 'WHEN', we'll be golden 😊

gold doesn't produce anything, so yes, at any price is overvalued :-)))

could be, could be!!!

I missed on the cannabis, I missed on Tesla, I missed on Zillow, - adding things up, it is ok I miss those

I know I am not correct, but it fits me and you likely - we will definitely be wrong most of the time :-))

:-)

thanks for sharing - it is not the point when

Prediction made on the 15th of june 2024. The Nasdaq stands at 17 688, an all time high

thanks for sharing!

He is a smart one…

thanks for sharing!

thanks!

Is it as good as scamcoin?

Another scam crypto coin?

thanks for sharing!

My only questions are: how much of it is hype? how long is it gonna go?

@@lareau6 early 2023 it hat eps of about 0.5 or lower now it has over 6. I was AI enthusiast since i was about 10. I believed like many scifi authors and scientists now that AI will be the biggest catalyst in the human history ever. Because AI is self improving recursevly faster. It can solve every problem that human can but exponentialy faster. Every company and ChatGPT user is paying now the NVIDIA tax. soooo

@@lareau6 millions of new antibiotics were found recently. Also microsoft and google found millions of new elements.

thanks for sharing!

@@lareau6 I think with the stock split price increase is a short therm hype which it could be liquidated, but it can run higher. Short therm i don't know in the long therm it will rise. But i don't know how much...

Thanks for sharing!

Thanks for sharing

you can't be confident, impossible to know the timing!

I have been compounding since 2002, thus missed on all the risks out there!!!

Bubbles are bubbles, nothing to miss out if you are rational, they go irrationally up and then down. Bitcoin final price is Infinite because fiat will go to zero.

Thank you too!

thanks for sharing!

for the next 10 years?

@@Value-Investing don't know. I just think some other AI companies will run and pop harder during the bubble. AI is a bit different than many bubbles as there aren't that many technology revolutions in our history and AI is one.

@@VanillaAttila Well, is it really? It's basically just bots, which have been around for a while... Chinese are using it with robotics etc which is definitely useful... but at least today you simply can not TRUST LLMs to be correct on anything, so that seems to be a problem. I feel A.I. is more of a marketing term than reality. But yes, it will probably replace search engines in the long run, it's just so much easier to use AI to search the data/web.

could be! I'll watch it from the sidelines!

hm, or find companies that will not be affected at all

for what, the dividend, long-term moat?/

that's true for the past. Here we are trying to see the future trajectory though.

And it’s cheaper at 1200 than it was at 300

People were saying the same about Tesla a few years ago, now the biggest loser in the S&P 500... Tesla got competition and their margins dropped, the same will happen to NVDA eventually.

Selling$7,200 AI chips to Tesla and others at $35-40,000 a pop is indeed a bubble! It won't last I promise you!

thanks for sharing!

In order to include those factors into an index, you are indeed picking stocks. And factor ETFs are more expensive in terms of fees than do it yourself.

thanks!

the top 10 companies of the S&P 500 in 2000 were GE, Pfizer, Citigroup, Exxon, Cisco, Walmart etc... I didn't know they had bad balance sheets and no profitability

@@Value-Investing none of the above are internet related stocks. Are you serious?

Pozdrav, prinesem ti knjigo en dan :-)))

@@Value-Investing najlepsa hvala 🙏🏼

Don't worry, opportunities always arrive!

thanks for sharing!

:-)

time will tell!

@@Value-Investing Yes, will be interesting times for those that are reasonably new to investing and haven’t seen a real decline. Such as myself 🤣

If you follow the herd, you have to do it EARLY! Now its risky. DCA carefully.

Now sell it. It's any day now that this bubble will burst.

You don’t make any money until you sell. That’s the conundrum.

Just because you got lucky on price, doesn't mean you know what you are doing. Just like a lottery ticket winner saying you should buy tickets. This channel is about fundamentals, low risk high reward. Not following the hype because the price goes up. I am happy for your gain. But when do you sell? Or don't you sell and why? What's the plan?

@@JayKay9112000 Best thing is that NVIDIA pays a dividend! Thats amazing!

thanks for sharing!

What are we talking about 30 times sales! For a value portfolio you need a long-term durable moat - within the semis industry, things change fast.

@@Value-Investing What price?

You did not even analyse the business

It's about FUD so you buy his course instead.

In fairness to Sven, I don't think he is saying don't invest I think he is saying don't overpay. He is saying if you are buying Nvadia for example now you are overpaying for what returns that business will return. Another point is that if a stock crashes 50% most people don't have the stomach or belief to hold that stock. I put myself in that group.

It does not make any sense to invest now if you're a new investor. At least not the US markets. Wait for reversion to mean.

some truth to it.. also explains why its so hard to beat the "index" .. over long time !

I say take the Nvidia chart and tell me explicitly how do you define trend and how do you get in and out effectively to capture that. Then take that same strategy and backtest it on every other trend: how did it work on Bitcoin? how did it work on every other cryptocurrency that no longer exists? how did it work on EV's? how did it work on pot? How many folks get to the Forbes list by playing these games? By "following trends" there is no conviction, so you just end up throwing meaningless amounts of wealth into everything, hoping that prices will go up: for every Nvidia that worked, how many plays did not? And the ones that did work, they likely earned you a return on a meaningless portion of wealth anyway, so you likely didn't get very far. If you put 1% of your wealth in Nvidia or crypto and you 11x that, you obtain the same result as if you get a 2x on 10% of your wealth. Value investing consists in focusing on risk so that you can concentrate meaningful portions of wealth into quality businesses and compound in any environment, regardless of market trends. Catching tops and bottoms only works in hindsight.