Always watch your videos if you’re covering a stock I’m interested in buying, love your thoughtful analysis.
@NickFrogameni8 сағат бұрын
Pouring one out for another INTC investor. It’s been rough. White knuckles on this hold. I just don’t get why anyone is surprised. All of this was SUPPOSED to happen. I think the problem is HOW it happened. Intel should have done this 2 years ago. Instead, they cut bit by bit. Honestly, I hope they give up on design all together…It’s too hard to do alongside Foundry build out. Long term, the mega-tech companies are just going to design a bunch of their own chips. They already do. TLDR: Wake me up in 2026…
@martinwillinick641910 сағат бұрын
lol
@Christos_HomeBrewer15 сағат бұрын
I m really happy that your stock goes well. I hope it reaches 1000. I remember i was so close to buy fb when it was at 90.
@maltlickytexas20 сағат бұрын
😂
@eriknewport438823 сағат бұрын
Thanks Scott, another valuable video. Started acquiring Pypl. 2 videos ago, feeling more confident about my holdings
@user-od9ks6sz2uКүн бұрын
can you d an analysis of pypl / ma / v - revenue / net income divergence ??? Why so much difference ??? is profitability ?? accounting differences ??? why so big of a difference between the 3 ??? Just as an example MA d around $25B w well over $10b in Net Income …. why pypl make over $30b w n more than $4b-5b ??
@yourbrokerjamie9293Күн бұрын
Thank you so much Scott:)
@supaflydannКүн бұрын
These are my favorite kinds of stock videos. Walking through income statements and explaining the sections, verbiage and context of why it is important in terms of relationship to business performance.
@victorhinvestingКүн бұрын
Thank you Scott, solid analysis. I own PYPL and glad it had a nice rally after their earnings.
@topi2209Күн бұрын
ouchhh
@carlosmartins7536Күн бұрын
Your laughing. Premium Sound Sample Effect :) I agree (buyer disclaimer) Square 95 to 101 EOY
@ScottsStockDueDiligenceКүн бұрын
@@carlosmartins7536 no sounds effects. I’m really enjoying reading the reviews.
@darrell3752Күн бұрын
Thx Scott
@3rd-Wave_RebelКүн бұрын
I had this more than over 1 year and half! I lost a little over 13000 dollars worth of investment! Recently sold it all to get what is left! 949 cash left… I immediately bought 4 shares of Tesla! Should have done this much earlier when it dropped to 1 dollars!
@iordanslavov907Күн бұрын
Could you look at recent paypal earnings?
@clsd88Күн бұрын
LOL
@lukeveazey40702 күн бұрын
Where is your rating at the end, I love that part!
@lordvoldemort19852 күн бұрын
just bought them today at 21 lol. not sure if a god buy, but seems like a market overreaction
@Tobb4552 күн бұрын
that video didn't age well
@joshbrown80982 күн бұрын
This aged like fine milk.
@g.i.5202 күн бұрын
Hahaha😂😂😂😂😂😂
@macrophagetrader51202 күн бұрын
This aged poorly
@bmno.45652 күн бұрын
What are your opinions on Himax stock currently before the earnings release next week? I found out about the stock from your channel, bought at an average of 6.25, sold at 7.5. Thinking of getting back in before the earnings now that the prices are down.
@becool2582 күн бұрын
This aged worse than milk. My advice is to pay attention to ground level hardware and tech news, its been all Intel issues for weeks and the reality of that is intel is absolutely fucked and it will get much worse before its better.
@ScottsStockDueDiligence2 күн бұрын
@@becool258 I am predicting next FCF until 2026
@bmno.45652 күн бұрын
Sounds like you didn't watch past the title my friend!
@ivankomanicky48312 күн бұрын
this aged so poorly after earnings.....😊
@MrSpiritmonger7 минут бұрын
-30% in two days, 17,000 laid off.... what a disaster.
@Phtang-phtang3 күн бұрын
Intel was the leader for a long time both in tech and die process and then lost their grip. They relied on x86 lock in which had been smashed by ARM, NVidia and TMSC. Rested on their laurels for too long then paid the price
@shakazull3 күн бұрын
this didn;t age well
@JamesJohnson-uw5fe3 күн бұрын
This aged poorly
@fdggfgdfgd2513 күн бұрын
LOL !
@devinkane10113 күн бұрын
Well it soared alright down haha
@Manicmick30693 күн бұрын
Well you missed this one by a mile. Anyone paying attention to the tech scene would know that Intel has a ton of chips in the pipeline that no one wants. They are going to have serious inventory issues over the next few quarters and AMD pricing Zen 5 for a less price than Zen 4 at release. Intel can not afford a price war because Arrow Lake and Lunar Lake are a ton more expensive to manufacture. And you can look for the class action lawsuits to come soon as well with the catastrophe happening with 13th and 14th gen desktop processors. Good luck next time. My puts are printing baby. Payday!!!!!!!!!
@The_Quaalude3 күн бұрын
*This aged horribly!* 😭
@o_novo_investidor_20213 күн бұрын
😂 Clearly its vision is not long-term, if the company wants to restructure it has to cut dividends, cut non-essential expenses. The company fits into the turnaround category. The price is affected and we need to know the associated risks.
@colinmaharaj3 күн бұрын
Well it went down, that was disappointing, from averaging $30 on the day and down to $24.95
@homepost31163 күн бұрын
Thanks for your analysis, Scott! 2:50 👍I have been holding WMB while kept watching / examining ET for a while…finally after doubling my initial investment in 3 years I decided to sell WMB and buy ET instead.
@rtorcato3 күн бұрын
not sure why you would post this video 2 days before Intel earnings. The stock and company are dead money
@LiquidRetro3 күн бұрын
You must no nothing about the 13 and 14th generation chip failures and Intels unwillingness to replace them for consumers.
@my-pri-vetz-eye40603 күн бұрын
Thanks for all the content. Have you looked at 3 m's health care spin off company solventum?
@eda88463 күн бұрын
Intel as usual set to plummet after earnings ...I doubt it will surprise us as nvidia does, INTC stock already travelling downward before earning today.
@motish303 күн бұрын
Hilarious 42:24 !!!!
@bumspanka09273 күн бұрын
Nice video, thank . Can you please do a valuation of GMM stock? It’s a highly GAAP profitable, good margin and growing micro cap but seems extremely undervalued.
@oneshot2g3 күн бұрын
I wouldnt review Intel as a company by looking at the financials. You have to analyze the company from an enfineerring standpoint. Intel isnt ASML, or TSMC. Meaning no distinctive moat for its chip business. Yes, I know ASML and TSMC are two distinctive companies not making the same product. But the focus is on the moats. Intel has been cutting staff while trying to hire new technicians for its fab business. The new chief of operations isnt coming from a fab firm. I don't see how this hire improves the situation. I believe ultimately Intel will go the path of GE, HP and split its various franchises. The FPGA business, Networking business, Fabrication, and its chips business might be split further consumer vs data center. If you a dillar costing gas money no big deal. But if you are hoping to retire, there are better divident company options. There have been too many near term issues so assume the company won't continuebti struggle to become a viable fabrication option for sub 5nm fabrication