Am afraid Nvdia NIM is going to kill investor enthusiasm with several other companies too like Palantir , seems their diigital twin is not as unique as they seem to be earlier

I think there is value in UIPATH, they have A LOT of partnerships with the right companies, retention rate is steady, I say hold it. Bump in the road to profitability, still a tough environment for non profitabile companies.

I don't believe people use Windows Defender.

did it become commodidated.

UiPath will allegedly have major chunk of its business taken away by future products and/or services of OpenAI.

any video about Palantir ?

Please, please condense your videos to a maximum of 10minutes. Full time working families can't spend 25min of a day just on one simple topic. It's got to be short, dense, crisp. You guys have great content, but the videos are too long.

do u think ui path could be a takeover candidate?

Thanks for the update! Uipath is so disappointing. Sitting on my shares and riding them down to zero of need be 😂

The sharecount for CRM has hardly moved despite spending 14 billion or whatever on sbc. V concerning

I am leaning towards selling at a 30% loss, and moving on, from PATH the only thing that I did right with PATH was, it was a very small position in my portfolio. As smart, and knowledgeable as some of these you tubers appear to be, the big lesson is-Their not always right. I hope to make up this loss by making a 30% gain in FSLR which has had some impressive gains lately.

appreciate the video you guys!

Briefly: CRM hold

For me AMD, Intel, ARM, Nvidia, Samsung, TSMC, and IBM will lead the quantum charge.

trop cher l action mais j adore nvidia , mes carte graphiques sur mes ordis depuis toujours

Thanks for this great video. Can you also give some insight on Qualys? Love to hear your opinion.

Curious, based on your description of UiPath..Isn't their business similar to ServiceNow?

Great content! Really enjoy your updates.

I would imagine at Uipath no one likes to be a co ceo, and what happened was primarily a difference in vision. I think you mentioned that maybe nvidia gpus are being used to replicate what Uipath does. I’m not a technologist but all I will say as someone who works in finance is that 90 percent of stuff that is supposed to save you time out of the box ends up failing, and after it’s installed you need an expert or a consultant to constantly fix for you. So if someone like TMO signs up and is able to reduce their time to process invoices by 70% there has to be something here that the market will want and demand going forward. I wouldn’t buy more here but I’m not sure I buy the argument that tech teams inside companies that have purchase nvidia gpus are replicating what Path does.

No footage? And I was hoping to see you rocking that rad baseball cap again.

I doubled my PATH position at 11.90. I think I'll keep it.

Just bought some shares on the dip.😊

Great video. It comes down to survival of the fittest, CRM will survive in this uncertain environment. I’m not sure about the likes of UiPath

Just gonna stack Pure Storage. No matter what someone creates, all storage leads back to pure. AI data should explode exponentially especially with video

VRT forward earnings multiple is around 25x which is cheaper than NVDA's forward multiple

update incoming? getting slippery out there this past week and I am here for the discounts.

I bought NVDA shares at $300, $475 and 300% up, I kept adding in the managed holdings. I believe NVDA is at least 5 years ahead in innovation. I wouldn't be surprised if they keep going higher.

Love your channel. Just wanted to voice one issue in that the commercial that precedes your channel is a commercial involving a 34 time convicted felon. Not very happy to see that and wondering if you can avoid that type of commercial for your channel. Thanks for your consideration.

Aeh'r's 10% plus upward move yesterday was due to Gayn's presentation.Apparently some of the bigger market players must have liked it.Hopefully some of the shorts might consider covering sometime.Up another 5% 2 hours into the trading day today too.Bought some more as we all know she can sprint just as quick upwards as she can fall.

I’ve been in and out of this but now planning to stick around longer

Hey, take this well. Your information and analysis are great. But your stop-go-stop presentation, speech patterns, are off-putting. You sound like BOTs.

As someone who got absolutely wrecked in the Dot Com bust, I absolutely hate these insane valuations. Some people argue they will never drop or compress like they did during the Dot Com bust, but I watched stocks like Amazon do nothing for years after busting hard. I know how bad that feels to have bunches of your money tied up in destroyed stocks for a decade. Man, it is hard to overcome that fear to invest in some of these crazy valuations. CRWD is maybe going to hit 4 billion in revenue and it is valued at almost 20 times sales. I know what can happen to companies valued at 20 times sales as soon as they hit any kind of bump and it is a terrible, terrible loss of capital for a unknown period of time even if you don't sell. Hard to jump in when valuations are like this. Just feels dangeorus.

Dumb video

Any thoughts on the CEO change?

Big move 14% up in Axcelis today.Not an expert on semis but think it could be to do with ASML's new EUV machine news delivery to TSM later this year.AEHR moved 10% upwards too.

Microsoft can't even protect itself from cyber attacks.

I am considering buying Fortinet now it’s under $60

nice video! I just started DCAing into this one myself

Outstanding video

Subscribed, great info!

Great Analysis. Thanks for another great video. Holding all three ( Fortinet, Crowdstrike, & Palo Alto Networks is a good idea). You can't go wrong long-term. I love the banter in this space; they keep it spicey 🙂

msft only a cybersecurity leader because they leverage OS customers and great sales team but they're repeatedly hacked. CRWD has much better products and they're gaining marketshare. CRWD deals with Dell and more recently Google are expanding their customer base. Thanks for the analysis.

Thank you for the informative video on Crowdstrike. I enjoy your videos and the format.

Are you guys going to do an update on ZS after earnings?

I’m still holding on my shares at a $212.00 cost basis for the long haul 💪💪💪💪

Does Thoma Bravo trade?

Sitting on 100 shares @ $114 buy in…

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