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@Nolan_MT Күн бұрын
Big fan of the podcast here. Thank you for sharing all the well researched knowledge. I really like this SK hynix play potentially. I can see why you didn't include it yet as it's not easily purchasable. I'm looking into it and will report back if I find a more sensible path. If anyone has any tips, please let us know. Cheers and keep up the great work!
@cubfan747 2 күн бұрын
Curious how you guys are thinking about how all these data centers are going to be powered? Other questions I am thinking about when it come to this AI ecosystem is cyber security, which I thinks touches every industry and company on the planet. How the rise of Quantum computing might disrupt the big players today? My Spidey senses were firing when Jensen Huang, for no reason start bad mouthing Quantum computing stocks out of the blue. Seemed weird to me. After watching the Ukraine Russian war and Iran Israel conflict it seems obvious to me that Ai and Drones are going to be a necessity or we are all going to have to get along, curious about your thought an AI drones in the future, thanks for sharing you research and portfolio!
@LawzSkull 3 күн бұрын
$CAMT;$KRX; $MXL
@cubfan747 3 күн бұрын
Love your videos, always learn something!❤ Curious what are the 15 companies in the portfolio? thanks!
@247wallst. 3 күн бұрын
You can see the full portfolio and coverage here: 247wallst.com/technology-3/2025/01/08/how-to-follow-24-7-wall-sts-500000-ai-stock-portfolio/
@cubfan747 2 күн бұрын
@@247wallst. That is good list! Thanks!
@aarona5461 12 күн бұрын
Thank you so much! You guys are great
@DulcineaAvril 13 күн бұрын
Great content, as always! Just a quick off-topic question: I have a SafePal wallet with USDT, and I have the seed phrase. (alarm fetch churn bridge exercise tape speak race clerk couch crater letter). Could you explain how to move them to Binance?
@todd5982 13 күн бұрын
Really appreciate you guys, and this show!
@ruukibane301 14 күн бұрын
Walmart just lost a customer due to their shitty customer service.
@SNOWINGIMGOING 22 күн бұрын
what are hyper scalers?
@WesW1969 19 күн бұрын
They are some of the mag 7 that can create huge supercomputers using thousands of chips to create cutting-edge AI.
@247wallst. 14 күн бұрын
Wes is correct. The term "hyperscalers" generally refers to the large cloud service providers with massive infrastructure and the ability to scale resources rapidly. Amazon Web Services, Microsoft Azure, and Google Cloud are considered the "big three" hyperscalers - but companies are like Meta are also sometimes lumped in even though they operate differently from those three.
@SNOWINGIMGOING 22 күн бұрын
whats a similar company but a micro cap?
@WesW1969 23 күн бұрын
Jeez, I was going to sell my Snowflake stock. Now I think I will sell Nvidia and buy some more Snow here in December. Awesome show, as usual. You guys helped me get in on Marvell and Broadcom before they spiked ( I listened to the show highlighting Credo the evening after it spiked... oh well ;) ) Hoping you read the comments here. I would like to know your thoughts on what will happen to the crypto industry once people start using quantum computers to mine crypto. I know this is several years down the road, but it seems to me that it could kill the entire trillion-dollar industry. I personally think that crypto is a house of cards; pyramid scheme- whatever- but I would like to hear your thoughts on this topic.
@247wallst. 14 күн бұрын
Thanks for listening!
@LawzSkull 27 күн бұрын
Ai bubble 🎈
@opopopowpowpopow 28 күн бұрын
this did not age well.
@JTSuter 29 күн бұрын
Move to Thailand and you'll live like a king
@Aenion11 29 күн бұрын
If you have 5 mil at 54 and you don't think you can retire, you have priority problems or are just flexing
@JTSuter 29 күн бұрын
Or lying
@PaulHollywoodLife 24 күн бұрын
Easily if you have a strategy
@khoasterful 29 күн бұрын
Most pre-retirees have a mental barrier to overcome. Going from savings to spending, and a change in daily process is a mental challenge. This guy already knows the answer, as he's already did his homework due diligence. He's just seeking validation. The financial numbers speak for themselves, but the other aspects needs to be addressed. Social changes, focus, and new purpose to name a few. I speak from experience, as I went through all this exercise before retiring at 55. Yes, some may want the rule of 55 as an option, even if you don't need it. The ONE thing that that he's not bringing up: in the event his wife retires early, gotta address the cost of health care bridge until until Medicare.
@bradybrown5140 29 күн бұрын
They'll be fine. And if they are smart enough (looks like they are) to hodl the btc they'll be more than fine.
@LostAllFeeling 29 күн бұрын
His wife will resent him for not working while she is now the breadwinner. This is all about having a serious talk with the wife. How long will she tolerate having to listen to him complain about his golf game while she is trying to relax after a stressful day at work. He can’t just walk away from what is making him unhappy, he also needs to be walking towards what will make him happy. Does he know what will make him happy? Just spending more time in his hobbies is not the path to greater happiness.
@247wallst. 29 күн бұрын
Personal finance is way more than just the numbers on the spreadsheet. Good points, communication and clarity with your partner is critical!
@khoasterful 29 күн бұрын
This is not necessarily entirely true. I've retired and my wife still work, by choice (she could retire as well). Although there's occasional complaints, she still loves her job. There are many benefits with this setup: 1) Working spousal medical benefits. Trust me, it's a LOT cheaper than Open Health Exchange. 2) She can boss me around with honey do list 3) In Physics, both matter and anti-matter can't co-exist in the same place. Same idea in the home.
@daddysoze 29 күн бұрын
Silly question, invest this money 😅and your fine....
@ARKenMan 29 күн бұрын
Is this a joke? My parents are living on $1,200 a month in social security. Yeah, they'll be fine.
@STF68 29 күн бұрын
at 54 I would check into the rule of 55 and wait until January 2025 which if his Company allows the rule of 55 withdraws he would be eligible Jan 1st 2025.
@247wallst. 29 күн бұрын
Very good insight! His post does mention this so I think it's on his radar
@rajbasra29 29 күн бұрын
Duh....there are people who retired with $250k in the bank and many with less and they get by fine. House is paid and they get free medical care and social security.
@philfortner1805 29 күн бұрын
Medicare isn't free, costs about $350/month.
@rajbasra29 28 күн бұрын
@@philfortner1805 My mom is on medicare and she doesn't pay anything. Where is this $350 number coming from????
@carmenjansma1396 29 күн бұрын
It depends on who you are. I would be fine with $2 million.
@CogitoBcn 29 күн бұрын
Good advice, except the one lighting the crypto. He has made almost a x10, and he has enough savings to risk to get an additional x10 to have solved the rest of their life.
@247wallst. 29 күн бұрын
It's possible! As long as they understand and are prepared for the potential volatility along the way
@PhantomRider_ Ай бұрын
Good call guys
@ParissaKhoury Ай бұрын
He should first attend one of Dan Peña coaching seminars first. Who knows maybe Dan will teach him the secret to become a billionaire 😂
@todd5982 Ай бұрын
Good stuff, David. This guy should be good to go.
@247wallst. Ай бұрын
Coherent isn't the only stock Eric has been pounding the table on. Subscribe to The AI Investor Podcast and get all of his insights! podcasts.apple.com/us/podcast/the-ai-investor-podcast/id1765728916
@247wallst. Ай бұрын
Credo isn't the only stock Eric has been pounding the table on. Subscribe to The AI Investor Podcast and get all of his insights! podcasts.apple.com/us/podcast/the-ai-investor-podcast/id1765728916
@LawzSkull Ай бұрын
It's just too late for me to see this video of PLTR.
@LawzSkull Ай бұрын
This Eric guy is amazing!!! All in mrvl!
@LawzSkull Ай бұрын
Love this! Eric Bleeker really gives a clear intro of Mrvl's core competence -the optics, and the AMZN catalyst of asic, very good video
@xoomoon Ай бұрын
Yep just bought it a few days ago.
@edavis5451 Ай бұрын
Easy stop putting into 401k and let the principal compound. Now work to pay off your mortgage.
@Crucible_of_Doom Ай бұрын
I’d like to see him order fill in the freezer.
@todd5982 Ай бұрын
Thanks, gentlemen. Really appreciate your knowledge of the data center space!!!
@TeslaEVolution Ай бұрын
Simon, kind of ok assessment but you left out MANY future revenue streams that are very likely to happen: Energy (today worth about $200.00/share), very likely licensing of Tesla Tech to other vehicle companies, but also other companies, inference compute revenues, gaming revenues/software revenues/app revenues (The Tesla App Store - TTAS), licensing of energy softwares to big/or utility companies, and much, much more.
@sparkleebony Ай бұрын
I’m a disable army veteran and I’m using my income in stock n losing Can u recommend some stock to buy
@MeniTek Ай бұрын
1- There will never be a Tesla called "Model 2". If there ever is a compact car under the Model 3, it'll be called "Model A". "Model 3" was supposed to be called "Model E", but Ford sued them, which forced Tesla to swap the "E" for a "3". 2- Elon literally said there won't be a compact traditional vehicle Ala Model A. Only CyberCab. 3- The actual mass market vehicle will be a lower spec Model 3 (cloth seats, no rear screen, smaller battery). which is already being produced In summary these supposed 'experts' have no idea what they're talking about.
@thehobe150 Ай бұрын
This is a pretty oversimplified valuation calculation. I am not impressed at all with the very very rough calculations and estimates for their Tesla valuation.
@todd5982 Ай бұрын
You guys still feel good about Synopsys with the recent news?
@todd5982 Ай бұрын
I jumped the gun. My bad. Thanks guys
@todd5982 Ай бұрын
Thanks gentlemen
@kasmstamps1897 Ай бұрын
I look at buying a Tesla stock as a non expiring option of a growing company. I don't know which company will be the first market cap of 10T but 100T won't be even close.
@peterjarneson Ай бұрын
Unsupervised FSD will be a Transportation Singularity, which means we cannot predict what will happen afterward by extrapolating from the past. Cybercab will likely destroy the market for most other cars, just as iPhone destroyed the market for flip phones. Tesla Network (robotaxis) might destroy car ownership as we know it. Judging from current progress of FSD, I would not predict Tesla to sell millions of Model 2 or 2.5.
@nancy_cod Ай бұрын
Selling some of my $TSLA stock to secure profits, but I'm retaining a portion for the long term. Tesla's growth potential remains robust. I'm considering diversifying my 200k stock portfolio, but I'm uncertain about managing risks in my next move
@andrearoman9003 Ай бұрын
De-risk your portfolios, shore up your core holdings, and take some profits while balancing your portfolio allocations. I’d also suggest you go with a managed portfolio, so it’s best you reach out to a proper fiduciary to guide you, that’s what work for me and my spouse. We've made over 80% capital growth minus dividends
@nancy_cod Ай бұрын
Your advisor must be really good. How can i get in touch with him?
@andrearoman9003 Ай бұрын
Gabriel Alberto William is the licensed advisor I use. Just search the name. You’d find necessary details to work with
@nancy_cod Ай бұрын
I made a research on google with his full name and saw his profile and accreditations, someone with great experience I must say, thanks!
@HowardRoark1 Ай бұрын
2028? Dude doesn’t have FSD 13. Its solved
@andre1987eph Ай бұрын
I appreciate Simon's intellectual evaluation. So he values Tesla at approximately $100 with a future of $700 possible (7x). I agree with him wholeheartedly. But I'm saying 7x from today's price (not $100 a share) to eventually get to 7T market cap. It will take time. 10 to 15 years. During its peak, the Dutch East India Company had a market cap of apex 7T, adjusted for inflation. You have to bear in mind global GDP and that last year Apple peaked at 2.83% of Global GDP and assume Tesla will do the same one day.
@garyboudreau2872 Ай бұрын
Can you tell me the companies names Thx
@MC-fj7ih Ай бұрын
Bro, you didn't include the energy storage business or bot? If you go out to 2040 you gotta include bot.
@lucadellasciucca967 Ай бұрын
Thinking that Tesla will be worth less then Apple is worth today is simply crazy. Do your research, invest in Tesla.