Missed NVIDIA? Experts Say These Stocks Are Next.
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Published 2024-07-16
Utilizing research from SPEAR Invest, we'll talk about the five companies they've placed their bets on, and where investors can look to get AI hardware exposure outside of NVIDIA. And stay tuned for the next installments of this 3-part series where we discuss data infrastructure and AI applications!
Here's a link to our Disruptive Tech Investing Methodology as referenced in the video: www.nanalyze.com/nanalyze-premium-articles/
RESEARCH PIECES USED IN THIS VIDEO:
1. Are AI Data Stocks the Opportunity of a Lifetime?
• Are AI Data Stocks the Opportunity of...
2. Investing in Big Data with Data Center REITs
www.nanalyze.com/2022/06/investing-data-center-rei…
CHAPTERS:
00:00 Intro
02:30 The AI opportunity
05:32 AI hardware: CPUs vs GPUs
06:07 NVIDIA and the data center market
08:44 5 stocks SPEAR selected
10:31 Our methodology
12:09 The three layers of AI investing
14:51 Concluding thoughts
ABOUT US:
This video is brought to you by Nanalyze, a media and research firm founded by finance professionals with decades of experience. We share insights about #DisruptiveTechnology #stocks in a language that is future-proof and easy to understand.
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DISCLAIMER: Our content is intended to be used and must be used for informational purposes only. It is very important to do your own analysis before making any investment based on your own personal circumstances. You should take independent financial advice from a professional in connection with, along with independently researching and verifying, any information contained within our YouTube videos or on our website, whether for the purpose of making an investment or otherwise.
$NVDA
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All Comments (21)
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Subscribe to make sure you don't miss the rest of this series: youtube.com/c/nanalyze?sub_confirmation=1
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This channel is so ridiculously underrated. Keep doing what you're doing and thank you!
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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 YouTube 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...
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Very interesting and relevant, thanks for sharing Joe. So much meat been crammed into a bite size snack! :)
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Great analysis!
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Good seeing you and the backdrops recently appreciate you sharing content
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I enjoy and appreciate listening to all your knowledge and wisdom from Europe, thanks a lot
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Joe is on Fire🔥🔥🔥 I always appreciate your coverage. Plus, you keep things real. Nice job as usual Bud! ✌️✌️
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Great topic 👍
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Your content is excellent as always 👏🏼
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Thanks so much for your work. I really like the way you do research and analysis, deep and structural. Keep up your good work.
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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.
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thx alot Joe
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Yoo great video!! But are we not missing palantir there? the best of all!!
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wow, thanks
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Getting acquired by a bigger company could be another way out for smaller ones.
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Have you heard about Uipath. Would love you to review their company. Uipath is in the RPA business which is also related to AI
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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?
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Great work as always. :hand-pink-waving:
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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.
