Top 3 AI Stocks I'm Buying Now As Nvidia Stock Crashes

Рет қаралды 131,022

Күн бұрын

While everyone is talking about the Blackwell B200 data center GPUs from #nvidia ( #nvda stock ) and Microsoft's AI co-pilots ( #msft stock ), I think the AI networking and edge AI markets will be huge, with plenty of great companies to cover. Generative AI breakthroughs like #chatgpt and #sora by #openai will benefit many companies like Broadcom ( AVGO stock ), POET Technologies ( POET stock ), and Qualcomm ( QCOM stock ).
With AI stocks like NVDA crashing over the last few days, there's never been a better time to understand the science behind the stocks to find some of the best stocks to buy now!
» Top AI Stocks for 2024: • Top 10 Stocks to Get R...
» Get My AI Stocks & Price Targets: www.tickersymbolyou.com/survey
» Podcast: • E5: Our Top 5 Stock Ma...
» Twitter: / tickersymbolyou
» Patreon: / tickersymbolyou
Timestamps for this episode:
00:00 AVGO - AI Networking
06:23 POET - AI Photonics
13:16 QCOM - AI at the Edge
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. Sections of this video were conducted after rendering consulting services to POET paid for by a third party, however, 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/ and tsy.link/consulting

Пікірлер: 570

@TickerSymbolYOU 13 күн бұрын

» Get My AI Stocks & Price Targets: www.tickersymbolyou.com/survey » Timestamps for this episode: 00:00 AVGO - AI Networking 06:23 POET - AI Photonics 13:16 QCOM - AI at the Edge

@FILMEfilm 10 күн бұрын

That’s was a GREAT! Call 06:24 you’re the real deal

@jungletoast 10 күн бұрын

Filled out the survey, but just said thank you and didn’t lead me to the price targets.

@YOGESHVAJA-gd9dj 6 күн бұрын

I'm favoured financially, Thank you Jesus $32,000 weekly profit regardless of how bad it gets on the economy.

@TeffddCVxCVh 6 күн бұрын

How ..? Am a newbie in crypto investment, please can you guide me through on how you made profit?

@YOGESHVAJA-gd9dj 6 күн бұрын

Sure I am a born again Christian I recommend and share what is good and profitable, (Sandrina Edmondson). That's her name

@DonaldSutphin Күн бұрын

I'm thinking of putting some cash in stocks, I was at Salt Shack and I overheard some friends saying it's ripe enough, but Is this a good time to buy stocks? I’ve been sitting on over $545K equity from a home sale and I’m not sure where to go from here, is it a good time to buy into stocks or do I wait for another opportunity?

@ChrisCross-hf5su Күн бұрын

Look for stocks that have paid steady, increasing dividends for years (or decades), and have not cut their dividends even during recessions. Alternatively speaking to a certified market strategist can help with pointers on equities to acquire.

@GeorgeBrewer-fb5ld Күн бұрын

@@CathiLinton How can I participate in this? I sincerely aspire to establish a secure financial future and am eager to participate. Who is the driving force behind your success?

@GeorgeBrewer-fb5ld Күн бұрын

@@CathiLinton This is useful information; I copied her full name and pasted it into my browser; her website popped up immediately and her qualifications are excellent; thanks for sharing.

@kurtKking 7 күн бұрын

There is a positive perception towards AI Stock, many people are considering AI Stocks especially NVDIA, QCOM and POET stock as the "Stock of the year." However, I'm curious about which stocks could potentially become the next META in terms of growth over the next decade. I've allocated $200k for investment, looking for companies to make additions to boost performance

@williammcgunigle6653 6 күн бұрын

Put it all on NIO

@jessleed100 5 күн бұрын

RDDT

@DonSchultz-pf1qh 13 күн бұрын

Great to see POET get some coverage. Great job explaining the potential of this small company. You’re more astute than most Wall-Street Analysts in my opinion.

@TickerSymbolYOU 13 күн бұрын

I appreciate that!

@Createbelieve 10 күн бұрын

Does anyone else have any stocks to recommend?

@Fonzleberry 9 күн бұрын

POET is NOT a profitable company. Everything about this smells like a pump and dump. If you've bought shares, get out whilst you can.

@whiteknight7wayne493 8 күн бұрын

yup....my tech analysis resembles his and iv switched from previous sources that gave pertinent info in the past 5+ years. My pain in is lack of execution due to the investing infrastructure in my country. where iv lost out on a decent chunk of value particularly on AMD, twice! - Im working on that. It happens to every investor sometime. I also listen and discern bs parts of info given , like certain opinion on AMD's performance before they rocketed. It was obvious that their stock price had not caught up with their performance. So his advice to do your own thinking resonates bigtime. Poet wasnt on my radar so thats very interesting. Certainly one has to discern Fluff from probable Facts.

@joeyc1326 13 күн бұрын

Superbly done video! One of the best tech stock videos I have ever watched on YT. Subscribed and of course a thumbs up. Keep up the great work!

@peterkarlsson845 10 күн бұрын

Thanks for the POET recommendation, I bought it after watching your video, and its now up almost 80% in 2-3 days.

@ryanstrong2525 12 күн бұрын

Wow !!! POET looks like it can be huge!!! Thank you for bringing it to our attention. I will buy some now at these low prices.😊

@baymaster20 10 күн бұрын

It went up

@projectkj7643 5 күн бұрын

I hope you bought some shares! I bought on 4/22…up over 100%.

@giladwegerhoff3143 13 күн бұрын

One of the most interesting channels in KZfaq keep up the great job enjoying every minute. I hope you'll make much more content thanks mate for everything you are doing.

@weser7130 13 күн бұрын

Nice to see someone who is willing to talk about moonshots. POET looks like a company everyone should put on a watchlist. NVIDIA was once a $50 million dollar company that no one talked about as well

@TickerSymbolYOU 13 күн бұрын

Very well said. Just trying to diversify the kinds of stocks I talk about

@Withnail1969 13 күн бұрын

It's not the time for moon shots. see what happens tomorrow.

@HEBEcoin 13 күн бұрын

One good strategy is to follow NVIDIA's smaller software and hardware suppliers or direct investment.. a deep dive into the supplier chain for NVDIA makes sense.. they will be the leader in accelerated computing for a few years..

@weser7130 13 күн бұрын

@@Withnail1969 I agree but this is definitely a stock to monitor on a watchlist

@mattofthenorth 6 күн бұрын

Alex, full disclosure, have you received any compensation to provide content on POET specifically? Thanks long time viewer and sub but would appreciate more clarity on this one.

@carld4621 12 күн бұрын

The POET stock is the most compelling for me. Seems to be at the right place at the right time. Despite a slow start, won't be too long for initial adoption. The sky's the limit after that.

@pearldiver7 13 күн бұрын

Owning POET shares isn't for the risk averse, but its technology has so much unique potential some investors (including myself) believe it has a chance for wide-spread adoption in a variety of market sectors. Nice to see the recognition and exposure.

@kaaanjiiin 13 күн бұрын

$5 mil loss per quarter, $3 mil left in cash. dilution happening soon for sure.

@pearldiver7 13 күн бұрын

@@kaaanjiiin Not sure where your $5M loss/qtr stat comes from? Rather,POET has no debt, has been very frugal with spending, and generally good with dilution. Admittedly their reserves are modest, but sales via their partnership with Celestial AI are expected in 2024 and their equity in the SPX joint venture provides some safety cushion.

@brettk9316 13 күн бұрын

Looks like about to be delisted 😆

@pearldiver7 12 күн бұрын

@@brettk9316 Right. Might wanna check this mornings stock price movement. Up 20%!

@CryptoCowboy35 11 күн бұрын

Poet is going up .. last week was $1.00 last week today $1.52

@chrisconti7916 13 күн бұрын

Thanks for helping us out Alex, as always great content.

@MariaDakargulia 13 күн бұрын

I've noticed how patterns in financial markets tend to repeat themselves over time. Artur Grandi's book offers valuable insights into keeping investments steady and explores potential investment opportunities, including the crypto market.

@gerbertmos5084 4 күн бұрын

After your video, I bought 5% of my portfolio in Poet. What an incredible weekly performance. I am up over 100%. Incredible and thks for this great analysis. I am keeping the position for now.

@naruto5437 10 күн бұрын

thanks for suggesting POET .....i made lots of money today.... rose 40% in a day

@user-jv4hy6cz4m 10 күн бұрын

Is it too late to buy poet ?

@XBprod 10 күн бұрын

im wondering too

@victorviele2862 10 күн бұрын

Do your due diligence, I’ve lost money with poorly managed hypsters, the thing I like about Poet is the chairman and ceo was the CTO for a 25000 person company (Global Foundries) and left them for Poet

@user-tg1hq5wx2z 9 күн бұрын

@@user-jv4hy6cz4m i got in at exactly the wrong moment

@user-tg1hq5wx2z 9 күн бұрын

But I think they have potential for the long run at least, so that’s just what I’m hoping for now.

@stevev8079 13 күн бұрын

Poet looks very very intriguing!! Thanks.

@RH-ud5uk 7 күн бұрын

Great video, Alex. Immensely appreciate your showcasing the tickers, right up front at the beginning. THAT is customer sensitivity and integrity. Thx for all your efforts. God bless 😊

@Staffotex 12 күн бұрын

You have a gift for communicating this complex tech to the average investor. Subscribed.

@victorviele2862 13 күн бұрын

Awesome video! And great to see that Alex took a position in POET! It's one of the few companies that has products that can get to 1.6T and with 200G/lane technology using the same form factor! -- This is where the big money players like Nvidia and Samsung want to be!

@TickerSymbolYOU 13 күн бұрын

Thanks for the kind words! I've been getting so many requests for more hidden gems so I figured I'd throw one in here :)

@ttb1513 13 күн бұрын

@@TickerSymbolYOUPOET is an interesting possibility. They are indeed very small and a long shot. I’ll be looking into their go to market strategy to see how they can grow their minuscule revenues. They have had very little revenue in the past years, and bumpy at that.

@noneed8468 11 күн бұрын

@@TickerSymbolYOU look forward to your next one. Im already invested in quicklogic be appreciated if you could cover if you believe in the product

@MarcelSouza1 10 күн бұрын

Wow. Amazing call on POET. Thank you for the great content

@Tagaro84 13 күн бұрын

I am really looking forward for POET to get some upwards Momentum. This stock has suffered hard from delays and mismanagement but is poised to take off this year.

@Christineperkins-uw8ow 13 күн бұрын

This is also a window to get as much of the latest tesla innovation shares as possible considering the dip

@baymaster20 10 күн бұрын

It went up

@freesimba5168 10 күн бұрын

@@baymaster20 In reality, nothing tangible has changed since yesterday. I think it'll cool down in a week's time.

@markriley5931 13 күн бұрын

Thanks for sharing your ideas. Always learn something new from your content. Adding POET to my watch list. Like to a some moon shots.

@Christineperkins-uw8ow 13 күн бұрын

This is also a window to get as much of the latest tesla innovation shares as possible considering the dip

@Felcity 10 күн бұрын

Thx for bringing up PTK! ❤

@pdloder 13 күн бұрын

That POET sounds promising - good find Al.

@baymaster20 10 күн бұрын

It went up today

@saadfarr 10 күн бұрын

I've just become your newest subscriber after watching you for a long time... only because you're such the gentleman!

@rt-ng3mf 13 күн бұрын

Thanks for the video. your deep dive and analysis is highly appreciated.

@yoanncombe5339 13 күн бұрын

I NEVER comment, but your channel is amazing, thank you! Two things : I hope to see you cover CRISPR technology, I think too many people are sleeping on this. Many don't understand that it doesn't stop at curing sickle cell disease, and fail to see the actual potential of the technology. And the second thing is that if you do cover it, it would be extremely interesting to see how AI is utilized in that field of research. I hope you'll see this, in any case, thank you again for your fantastic work!!

@hankkingsley9183 13 күн бұрын

If you look more deeply you will see that is very risky gamble that may or may not pay off. Sickle cell "cure" is extremely nasty process of going through chemo to kill bone marrow and replace it... its not like people think, where they someone just flip and switch and you are cured

@user-vq6hr9im7d 13 күн бұрын

Love the mix of stocks. Well thought out and articulated. Thank you for the information.

@TickerSymbolYOU 12 күн бұрын

Glad it was helpful!

@matthewbaldwin228 10 күн бұрын

wow.. POET exploded over the last two days.. like people are figuring out what they have.

@kyaghleah 13 күн бұрын

Thanks! I'm also thinking AVGO is promising and I've been adding to my position..

@anskey 12 күн бұрын

I appreciate your insights In this video…it’s very well put together. I subscribed. Poet looks very interesting. 👏Would love to see more of your moonshot recommendations

@TickerSymbolYOU 12 күн бұрын

I'll make sure to share more of my moonshots!

@anskey 11 күн бұрын

Poet up 31% since I followed your lead and bought yesterday 🎉 thank you x

@peterschaad809 12 күн бұрын

You’ve broken down POET more effectively in 10 minutes than management has been able to in 10 years, which is why the company has been languishing for so long.

@TickerSymbolYOU 12 күн бұрын

Honestly, it took me a while to really put it together. Glad I could simplify it enough to share with others!

@vinay7397 10 күн бұрын

Seems too good to be true, they should be very profitable by now.

@peterschaad809 10 күн бұрын

@@TickerSymbolYOU This has been our complaint as shareholders for YEARS. Simplify, dumb down, talk value propositions, not technology speak.

@Itzplayz108 9 күн бұрын

So Poet has spent $28M is sales, marketing and admin costs over the last 3 years for a total sales value of $1.3m - Not a great return.... Of the $28m spent $16M has been on wages, Benefits and stock based comp (Note 20 in 2023 Annual accounts)..... Again why pay so much for such poor results. Finally note (page 2) from the Auditor that "our report dated March 15, 2024, expressed an adverse opinion on the effectiveness of the Company’s internal control over financial reporting because of the existence of a material weakness. " So mgmt paying themselves lots of money for poor results and Auditors concerned..... The Tech might be amazing but i will be keeping my cash out of this one.

@whiteknight7wayne493 8 күн бұрын

@@peterschaad809 Lots of person simply dont know the tech side. Eg large news channel reporters and congressmen who fumble to even show the most basic knowledge of AI when speaking. Of course AI is a frontier.

@gitrdanny1 5 күн бұрын

you nailed it on Poet. I bought! up 182.69% in past 7 days. Hit almost $23 in 2014 but most recently $5.50 about 10 months ago. Im in for it to hit at least $5 in the next week or two. Good buy.

@giuseppeciaraldi5247 13 күн бұрын

Magnifico, bravo Alex. Every time I see one of your videos I feel like running out to buy the stocks you have talked about. Complimenti!

@TickerSymbolYOU 13 күн бұрын

Thanks for the kind words! Glad you’re enjoying the content

@patharrington1375 13 күн бұрын

Well done, Alex I enjoyed that video. Thank you.

@TickerSymbolYOU 13 күн бұрын

Glad you enjoyed it!

@PamTheTrader 3 күн бұрын

New sub. Thank you!

@markrobertdevison1227 13 күн бұрын

Ah yes, a new stock to me. I love learning about a small tech company on the verge of exploding. Now video has me super excited. I do have a few concerns on POET. Volume is minuscule and their market value in really small. Micro, micro cap I would call them. I'm definitely going to do my own DD on POET. Thank you a ton!

@Christineperkins-uw8ow 13 күн бұрын

I suggest buying the new tesla innovation shares at this point as they are relatively cheap and are sure to yield long-term profits

@Tagaro84 13 күн бұрын

Well POET has its story and still got some major risks. But look out if they can manage their finance issues this thing could skyrocket.

@markrobertdevison1227 11 күн бұрын

@@Christineperkins-uw8ow I've had a sizeable position of Tesla shares in my portfolio for a few years now. I'm looking for new companies to open a position in and POET just might be that company.

@Christineperkins-uw8ow 11 күн бұрын

@@markrobertdevison1227 This is a window to get as accumulate more of the latest tesla innovation shares as possible considering the dip

@chlovado 13 күн бұрын

Yea, I know my company pays a ton for VMware licensing, that was a great acquisition to add to there existing business. Great Work!!

@jakallain 10 күн бұрын

Really appreciate the deep dive on POET, would love to see more in the future. Thank you!

@TickerSymbolYOU 10 күн бұрын

Glad you enjoyed it! I’ll definitely cover it again if there’s something worth covering

@raykweber5155 10 күн бұрын

Thanks for your great Job!😊

@matthewhoward1958 13 күн бұрын

love the video! Can you do KLAC?

@intzbam 13 күн бұрын

Really good presentation man. Wish more tubers did the upfront thing like you. Liked and subbed.

@TickerSymbolYOU 12 күн бұрын

🍻

@kevindittler6524 13 күн бұрын

Funny I have been reading on poet and the connections issues. Coming out of the copper industry knowing that the limitations of the systems were going to be hamstrung by the copper inefficiency looking towards what was going to be the next level of integrations for the different systems. I think you hit the nail on the head with a sledgehammer with this episode. Thank you very much for confirming my research. It will take a little while but it has to occur no different than copper landline phones to cell phones you can’t run a piece of copper wire with you everywhere.

@pierreverplaetsen6023 13 күн бұрын

Que pensez vous des actions Credo , Lightwave et alphawave , dans le domaine de POET??

@victorviele2862 13 күн бұрын

Credo is a partner for Poet on DSP, when LIghtwave has a modulator that’s ready, Poet can use in in their interposer as they combine best of breed products in the most efficient form factor

@Tallyhawk9 13 күн бұрын

Hey! Thanks for the very interesting video! I always enjoy the content you’re putting out there. Can I plant a seed/make a request? You mentioned your background in Electrical Engineering which sparked an idea. What would you think about doing a video on the players in the electrical space that stand to benefit from the AI boom? Companies that are in the electrical component space, grid operators, utilities, etc. Companies like Quanta Services, Eaton, and constellation energy. They aren’t direct AI plays but I keep hearing more and more about the electrical needs and impact of AI and itd be great to hear someone cover this area - I don’t see anyone currently doing so. Could be an opportunity to do something the competition isn’t.

@hrhamada1982 13 күн бұрын

great question. AI doesn't benefit only the AI companies any more than the internet didn't only affect just the internet companies. OTHER companies were the ones that benefited! AI digital twins will really increase the productivity and profitability to millions of companies that are completely unrelated to the companies we think about as being AI companies now. And even the ones that are the leaders do NOT use it in the same way people assume. Personalized playlists in video and audio. Personalized shopping. Better logistics with shipping, handling, will help ALL companies lowering waste, minimizing disruption of supply chain and lowered warehousing costs. (if we understand the Toyota Production Method used by almost every major company on the face of the planet (NOT just Toyota) and Agile/Scrum/Six Sigma, AI will dramatically lower costs, and increase profits in almost every industry. The only industry that you want to be OUT of, that AI will really hurt is a call center for customer service and Tech support. Can you imagine the disruption this is going to cause India and the Philippines? But it will dramatically reduce costs and increase customer satisfaction for the rest of us.

@josephdidonato1683 10 күн бұрын

Oh boy!! Thanks as usual Alex. I wish I would have watched this yesterday. POET up 23% today!!! I guess I’ll wait for a pullback.

@rt-ng3mf 11 күн бұрын

1st time I learned about POET, very intriguing however I'm a bit familiar with PLAB. Are you familiar with PLAB and how do you distinguish between the two technology? Thanks

@svenmaximus2476 11 күн бұрын

Alex!!! You really pumped the heck out of POET. It's up 40% since your video was released. Good work and I really like how detailed you are with your research. I'll DCA into POET once it pulls back.

@baymaster20 10 күн бұрын

Frfr

@user-tg1hq5wx2z 10 күн бұрын

Now its up even more 💀. What‘s your price target to go in ?

@Shaq94701 13 күн бұрын

Would love to see you make a video dedicated to Broadcom. Also, would love it even more if you created a video on how you come up with your price points. Thanks so much for all of the research you do and for sharing this. Been subscribed to your channel for probably close to a year now and it’s been incredibly helpful

@TickerSymbolYOU 13 күн бұрын

Great ideas! I appreciate it and I’ll work on both

@random_mfkr 13 күн бұрын

Thank you for sharing

@TickerSymbolYOU 12 күн бұрын

@robertmariano 13 күн бұрын

That POET seems really interesting, the patents alone. This is the first I've heard of that stock

@TickerSymbolYOU 13 күн бұрын

Right? I've been getting so many requests for more hidden gems so I figured I'd throw one in here :) Glad you found it interesting!

@usuario8245 13 күн бұрын

@@TickerSymbolYOU Hey Alex, can you provide us the source so I can check this patent. I think this is the main pointm considering your research of course. thanks!

@thinktankindi2664 13 күн бұрын

Nice upside potential. 😊

@baymaster20 10 күн бұрын

Frfr

@PoBox-ix7lc 13 күн бұрын

Tsy blue dot...haven't even watched but already stoked dude!😂

@blairgetz32 11 күн бұрын

POET spike...good timing 👍

@1944chevytruck 13 күн бұрын

Thanks!

@HenryD-ou4dk 13 күн бұрын

Great video TY!

@TickerSymbolYOU 13 күн бұрын

Glad you enjoyed it!

@briand5379 11 күн бұрын

A deep dive is always the best kind of analysis video. I hope no one is pumping and dumping this because POET went up $0.53 in the last 2 days which is bound to hurt the retail investor.

@chouaibel5168 12 күн бұрын

Always a pleasure to watch your show. You don't get it right every time but you are honest about it. Thank you sir and Godspeed

@TickerSymbolYOU 12 күн бұрын

I appreciate that

@naruto5437 11 күн бұрын

i love how you just highlight what you will talk about in video....this is very rare

@TickerSymbolYOU 11 күн бұрын

Your time is valuable!

@QuickDrawTrading 9 күн бұрын

Another great video. TY

@josedadin1538 10 күн бұрын

Great call with Poet. Move over Jim Cramer and Cathie. 👏👏👏

@jerm184 5 күн бұрын

You know it pumped after he talked about it , right😜😅 let hope we not exit liquidity

@shefudgrupa 13 күн бұрын

Both Broadcom and Marvell are working on silicon photonics and co-packaged optics

@igortak9240 12 күн бұрын

High Risk / High Reward since nothing has been happening despite the recently held San Diego OFC conference and other recent Conferences and Stock Price seems languishing for many years BUT I have to agree it CAN moonshot and SP is attractive at this stage so for me , it won't be a High Risk if I grab a just a few shares at these prices after looking at their unique product that seems miles ahead of competition in terms of scaling production and ease of manufacturing /lower cost to produce on volume ..... BUT Big Customers need to come ! thanks for the video.

@Canadastrong1 11 күн бұрын

Good to know I’m always looking for great stocks and actually I did recently buy POET TECHNOLOGY CA, and will hold them for a while and keep feeding them weekly with more money into the stock. Great videos thanks Cheers.

@victorviele2862 11 күн бұрын

This is one to hold until it gets taken out for sure !

@Canadastrong1 10 күн бұрын

@@victorviele2862 what do u mean by taken out ???

@timothybancroft6579 13 күн бұрын

Yes please, with a lean to future growth of AVGO for Foundation purposes

@TickerSymbolYOU 13 күн бұрын

I’ll add AVGO to the list of future deep dives for ya!

@lukehughes7689 13 күн бұрын

opinion on IONQ?

@206ethelbert 13 күн бұрын

I subscribed because you got to the point immediately and didn't try to clickbait us. Thank you.

@baymaster20 10 күн бұрын

You were correct about post it went up today

@hobsonschoice8649 5 күн бұрын

I just watched marvell ai day and they have silicone photonics. Thoughts if any?

@SilviaD-zg5ov 8 күн бұрын

NVDA is NOT crash NVDA is the best stock NVDA target price 1.400$ soon. Thank you for your recommendation POET

@dharielvillanuevagarza9897 5 күн бұрын

Maybe was a Clickbait?

@kurniawanms2 13 күн бұрын

I have AVGO & QCOM. Semiconductor stocks are highly cyclical and both are probably at the top of the cycle. We could expect 40-50% drop during cycle downturn. I bought AVGO around $450 in 2022. At $1200, it is way overvalued. Just look at some metrics quickly. P/E 28 5yr avg 18. P/CF 29 5yr avg 15. P/S: 13 5yr avg: 8. Everything screams overvalue. AVGO stock might go up more riding the AI mania but the downside is more than the upside at this price level. Be patient. Everything will regress to their mean value eventually

@Christineperkins-uw8ow 13 күн бұрын

I suggest buying the new tesla innovation shares at this point as they are relatively cheap and are sure to yield long-term profits

@ChristopherHoward-kf7yk 9 күн бұрын

AI stocks will dominate 2024. Why I prefer NVIDIA is that they are better placed to maintain long term growth potential, and provide a platform for other AI companies. I know someone who has made more than 200% from NVIDIA. I'll also take these other recommendations you made.

@SethDonald-mf4vm 9 күн бұрын

I agree, just because the market presents opportunities doesn't mean we should rush in headfirst. For this reason, we should look for appropriate market analysis or guidance or, alternatively, seek advice from certified market strategists.

@johnhoffmann1565 12 күн бұрын

great work Alex!

@TickerSymbolYOU 12 күн бұрын

🍻 Cheers, I appreciate that.

@user-nm7wb6we5s 13 күн бұрын

Hey Alex, I really appreciate your knowledge you share with us. But I’m retired and have a big chunk of cash (don’t need this money for retirement) to invest in the AI, Tech, and Semiconductor boom that everyone is getting rich on. But I don’t want to do all this research (busy drinking beer on the beach). So if the market has a nice correction, what good combination ETFs do you recommend? My risk tolerance is a little high because of a 5 to 10 year investment thesis. I’m thinking QQQ and/or XLK with SMH. What would you do?

@maggpsun20 11 күн бұрын

The Inph acquiredby Marvell has developed 220G/channel opt-electronic chip which intergrated optical with electronic module already in the market.

@user-cr5hj5uz5z 10 күн бұрын

I'm pretty new to al of this so what would be a good buy in price? I didn't want to buy too many because of FOMO but I bought some @120 and now its 2.40. Are you expecting this to drop or continue to rise? What's the thought process. I want to discipline myself with a set of rules but not sure on where to land those numbers at. If anyone has any input, please share.

@naruto5437 11 күн бұрын

one of the best channel for investing....

@Jmmargrtvl1 13 күн бұрын

Alex, I think you put out some of the best deep dives on tech on KZfaq! Thank for all you do for the investing community.

@TickerSymbolYOU 13 күн бұрын

I appreciate that! Thanks for the kind words!

@elas7077 6 күн бұрын

Thank you Alex. Could my you let me know how I can start buying shares from private companies? I'm not a accredited investor, just passionate about investing but lack the knowledge of how to go about this. I love your channel

@leatangclan8596 13 күн бұрын

Well researched and thought out information as usual Alex. Thank you so much. I was surprised how badly AVGO was treated after their last earning report. So I definitely would like a deep dive into AVGO as I am not sure what the Street didn't like about the company. Thanks much in advance.

@TickerSymbolYOU 12 күн бұрын

Thanks for the kind words. I'll add AVGO to the deep dive list for you!

@anskey 10 күн бұрын

Poet technologies is one to watch…huge potential

@giladamir3272 11 күн бұрын

Definitely agree with understanding a companies products and not profits only! With that said some context I think would be extremely important and helpful for understanding POET technologies, I'm confused why if their technology is so innovative and scalable why larger companies haven't looked into them for implementation into their own data center infrastructure. Additionally there are other larger companies and players in this space? Including Broadcom that released their Bailly 51.2T CPO, I understand that you've established its a moonshot, just confused how its even a viable investment in the first place.

@victorviele2862 11 күн бұрын

The space that Poet plays in is with the biggest companies in the world and the first thing you need to show is 1)Can it work in my customized system 2) can you scale it in mass production As the video showed, #2 is answered by their JV with Sanan and #1 is what all the fuss is going to be about

@giladamir3272 11 күн бұрын

@@victorviele2862 I agree from a product standpoint that what you mentioned in terms of customization and scalability are crucial, this is not my concern overall. Poet has demonstrated that they have the ability to create a useful product and provide it at scale, and lower cost and produce results for companies who need it. My question is, why is there no noise from large data center companies about these products, where are the partnerships, and interest, and why don't the CEO and Product Manager sound more confident that they can capture significant market share, they keep saying they are in a great position, we are poised, we are getting tremendous interest and so forth, what is the strategy? The point is products and business model matter (they BOTH lead to profits), and I'm concerned with managements strategy.

@FILMEfilm 10 күн бұрын

Brother! That $POET is paying/ thank you sir

@Edward-np4ih 11 күн бұрын

AVGO also acquired a database company, Computer Associates (CA) several years ago.

@hithereart 10 күн бұрын

Hi, What is going on with POET???

@artisanwest9730 7 күн бұрын

I love your research on these stocks. I plan to buy some QCOM and POET. I have also been buying some SIVR (Silver ETF) If the US dollar gets in trouble due to the high debt I think Silver will help offset the loss. It's hard to figure how this will go but at least inflation should force silver to higher prices. There is also a deficit in silver production vs use.

@victorviele2862 7 күн бұрын

True on Silver, but if Poet executes its plan, you won’t have to worry about external factors as the appetite for best of breed AI enablers will increase exponentially

@shaystocks305 13 күн бұрын

Thanks

@Kit-Talon 13 күн бұрын

Can you tell me what you think about the ETF SMGB. It appears to have balanced exposure to Broadcom, Qualcomm and not overly inflated with NVidia.

@michaeldawn442 13 күн бұрын

So does SOXQ. Take a look....

@hunterdale3186 12 күн бұрын

Thank you

@Beefstu96 13 күн бұрын

I'll put some pocket change on poet so I can watch it closer on my port ;)

@sunnyr9171 11 күн бұрын

What u think about tesla brother

@dr.garymarder6555 8 күн бұрын

Do you feel POET is a 10x from here?I subscribed and I'm very impressed with your POET coverage.

@antoniosantiago9794 8 күн бұрын

GREAT VIDEO !!!

@vinhung 13 күн бұрын

Poet is definitely a hidden gem, but not for long!

@ghgfrghfrhgdxvgredghhgvfth1573 12 күн бұрын

Hi I’m new to investing, I’m 23 and have been investing in the S&P500 and vanguards lifestrategy 100, so I don’t have knowledge on individual stocks. Is POET currently trading at $/£1.05 a share?

@RamaKrishna-qz2ok 12 күн бұрын

@@ghgfrghfrhgdxvgredghhgvfth1573 yes

@danjohnson2163 12 күн бұрын

@@ghgfrghfrhgdxvgredghhgvfth1573 its up a bit today

@ghgfrghfrhgdxvgredghhgvfth1573 11 күн бұрын

@@danjohnson2163yeah I seen I bought 14 shares at £1.05 just straight after I wrote this comment, think I’ll hold it long term to see how it plays out keeping the 14 shares while investing in the S&P 500 and vanguards life strategy 100 index funds.

@ghgfrghfrhgdxvgredghhgvfth1573 11 күн бұрын

@@RamaKrishna-qz2okthank you 😅

@sustainshots 10 күн бұрын

Thanks man POET is ripping I'm up like crazy 😅

@nab3514 12 күн бұрын

Yes, please do a deep dive in to Broadcom that would be great and it much appreciated

@TickerSymbolYOU 12 күн бұрын

Will do!

@timcouch9841 12 күн бұрын

Sure

@davidcook7847 13 күн бұрын

So long NVDA been a nice ride. Good luck at the next cycle

@gkaplan443 5 күн бұрын

was going to invest in POET. your posted price was $1.04. I watched you video a day late. POET soared to $2.x and now is $2.7 . so I did not purchase. what is your take on how high this stock will go. what would be your entry price based on current price.

@jahns6980 13 күн бұрын

yeah right just like your recommended Unity a while back

@naveeds54 13 күн бұрын

Would love the deep dive on avgo. Its founder led too!

@TickerSymbolYOU 13 күн бұрын

I’ll add AVGO to the deep dive list for you!

@TomTom-he2ii 13 күн бұрын

Buy Google; Microsoft

@Ronnieleec 13 күн бұрын

a Broadcom review would be great.

@TickerSymbolYOU 13 күн бұрын

I’ll put it on the deep dive list!

@panoramicpictures8144 6 күн бұрын

@@TickerSymbolYOU Hillcrest Energy Technologies (HLRTF) is an upcoming electrical mechanical engineering company. It’s in your area of expertise so may be worth looking at.