Couldn’t agree more on SMCI. It’s just not worth the risk.
@120Lok15 күн бұрын
exactly what I did yesterday, the second I saw the news I did not even have a second thought and go straight to sell all my SMCI despite down 45%
@emedlearning903515 күн бұрын
Same for me
@toshy24tosh15 күн бұрын
Very smart, take the L and move on. All they do is make computer racks...put it all in nvidia and you'll make it all back.
@jasonxjia8415 күн бұрын
Ya true, sometimes it’s just hard to swallow that 50% drop, yeah, possible it might bounce back, but not worth taking the risk.
@GabbarSingh-TX15 күн бұрын
You could have waited for a day... just saying.. minimize the damage..
@LordBagdanoff15 күн бұрын
Crazy it will definitely rebound
@MaryroseBarbot13 күн бұрын
God, why I didn't find this channel earlier??? This is amazing place for everybody who interested about investments
@jirojiro102915 күн бұрын
NVDA for me has too much volatility and limited upside at current market cap. I finally cashed out at $130. It could go up but I’m at peace with it
@Xgeneralll14 күн бұрын
Did same thing. locked in all profits and put all my profits and cash raised into my already big AMZN and PLTR positions
@luqman948015 күн бұрын
2 vid in a day ! Awesome
@juanpuebloknowyumama383115 күн бұрын
I’m 65 years old and have never seen anything like this before. Every year, companies like NVIDIA perform exceptionally well, which raises questions about their practices. How long can they sustain this performance? It seems like NVIDIA might have some undisclosed agreements with the government, potentially manipulating their financial statements. Despite these suspicions, no one seems to question them. It's crucial to understand that NVIDIA is involved in various government contracts, which are publicly disclosed. They are also subject to regulations, such as the Stock Trading on Congressional Knowledge Act, which requires government officials to disclose financial transactions involving stocks like NVIDIA.
@LaverneWhitman15 күн бұрын
Strong BUY. Still early innings. NVIDIA is the dominant leader in Al and the preferred technology partner globally. Even a new competition on the horizon, NVIDIA is far ahead of the competition. 85% market share. 76% margin. Unrivaled demand for new Blackwell chip. Demand far exceeds production for Blackwell through to 2025 and beyond. No competitor has anything close to Blackwell. And forward P/E is about 33 (cheap for a high growth stock). Buy this stock and wait. You will be rewarded.
@newmanicdevices68379 күн бұрын
Retaining 85% market share when, especially when you only own IP and you're fabless, and there are so many competitors, and EVERY SINGLE CUSTOMER/COMPETITOR is motivated to eliminate the industry's dependence on IP like CUDA, and you're facing monopoly lawsuits, all while LLMs have peaked for the time being... sure, yeah, they're undervalued, lmfao.
@MichaelScott6915 күн бұрын
I'm still bullish on nvidia.
@MsPaperbear10 күн бұрын
it's going to 200
@victorc802815 күн бұрын
Great info Adam, especially The Enron and Worldcom story. Good teaching lessons for the younger viewers. Thank you very very much Adam, you're awesome!
@user-nu8sx1yo2o15 күн бұрын
you are truly the goat, me and my partner have learnt so much from you and we’re truly grateful for the work you put in and the lessons that you teach! Changing lives!
@MagesaKulwaКүн бұрын
Hi I wanna join his trading course is it worth
@2023gainer15 күн бұрын
Both the EV and AI sectors Surging Today to end the month. Dip-buying .. VHAI....GFAI and NVDA...Thumbs Up video/ comments. Thanks.
@benjaminchang821015 күн бұрын
On the verge of requesting for this video (shamelessly). You Sir, saved me some dignity 😂
@toshy24tosh15 күн бұрын
To summarize...SMCI is garbage, Nvidia is still a beast and this is clearly billionaires in their secret chat groups trying to cause panic, buy the dips and stay the course. Thanks Adam
@dy889915 күн бұрын
NVDA still a buy for me….Ignore the market nonsense
@LordBagdanoff15 күн бұрын
Of course it is.
@MsPaperbear10 күн бұрын
yea. people don't know the scaling that blackwell can give
@LordBagdanoff15 күн бұрын
Same company that accuse SQ as well. Really nonsense. Fundamentals of SMCI still hasn’t changed. Buying and holding!
@kinyungwong897015 күн бұрын
Thank you adam! I want to know more of your view on PDD if possible
@joshyong731815 күн бұрын
Thks Adam so much, that i have been eagerly waiting for on SMCI. I have been always following your videos, almost every episode. Appreciate you have made things clear and I know what to do moving forward. Unfortunately, I did buy SMCI when it was 'correcting' itself, based on your recommendation video. i have lost thousands of $ by now. I wouldn't buy if I read your written post. May i suggest that you correct your stand with a video sooner (not just by written posts), not when the unfortunate thing has happened. Secondly, may i request a video coverage on PDD.
@bentobox778814 күн бұрын
Watching a youtube video is just a starting point. It's up to you to research further and draw your own conclusion.
@felipeturbayr15 күн бұрын
Thanks you so much Adam for your input for NVDA and SMCI! your advice is much appreciated!
@maddstaxx15 күн бұрын
"im not selling shit" had me in tears
@ElizabethLaura7ELКүн бұрын
I came across your channel through this video-case studies are incredibly valuable, and I'm eager to see more in the future! Building wealth involves establishing routines, like consistently setting aside funds at regular intervals for smart investments.
@MarcS77715 күн бұрын
Thank u Adam for being so clear-cut abt SMCI. Not saying it will go bad 100%, but i do take yr comments seriously. THANKS!
@syedarmaghanhassan46525 күн бұрын
Thanks Adam, you are great! great INFO!
@AliciaCrone12 күн бұрын
It does seem like both NVIDIA and SMCI have been riding a wave of excessive optimism, especially with the AI boom. If these companies can’t keep up with the market’s high expectations, a significant correction could be on the horizon
@alanpedrick156210 күн бұрын
Optimism spawned by every major media and investment platform. It's not that the company itself is causing the boom.
@КириллСорокин-й8о14 күн бұрын
Always makes trading and making money more of a hobby..thanks for the articles
@ThomasLivoti13 күн бұрын
I love how you try all these strategies, it shows that you care.
@miamiboating6 күн бұрын
Another Great Video! You are one Khool Dude!
@dannysanders432715 күн бұрын
Wow Adam on a roll today
@sr484715 күн бұрын
Enjoy your videos and commentary Adam. Thanks for keeping it simple, clear and balanced.
@jonathanyeap545915 күн бұрын
Great video ! Thank you sir
@lisbethsalander172315 күн бұрын
Thanks for reminding us about ENRON. Have watched the documentary movie on it " Smartest Guy in the Room"- scary reminder but I needed it. Just sold most of the SMCI stock at a loss. I am your regular KZbin viewer. Not sure how I have missed your caution for the stock,
@mariamtownsend498515 күн бұрын
Thank you for sharing your deep knowledge in investing. You have made a huge impact to stay focus in d right direction.
@evadeanu115 күн бұрын
Adam, you always deliver! Great video again.
@rodgertim288112 күн бұрын
A burst bubble would mean a sharp decline in their stock prices, which could hurt investors who bought in at the peak. It might also impact the tech sector more broadly, as both companies are seen as leaders in AI and high-performance computing
@jleong90214 күн бұрын
Which is a better stock NVDA or PLTR if were to choose 1?
@semenkononov14013 күн бұрын
Your channel is a real storehouse of knowledge about trading. Thank you for your valuable help and support!
@jenntjie68157 күн бұрын
should we sell SMCI as it is being sue? what to do when we have the stock ?
@dakalabanka921415 күн бұрын
Without fail your presentations are informative and entertaining…what a terrific job of integrating useful information in an enjoyable and watchable format- - i am very glad that i became a UIP member
@Cecitrader15 күн бұрын
Thank you Adam for the great information.😊
@JackOng-xb6xn15 күн бұрын
Can review Intel? Will it go back to glory days after completion of its foundry?
@chongchyechia420815 күн бұрын
Thanks alot, Sir .. After you video, I clear all my SMCI shares immediately
@mt807315 күн бұрын
Why don't you short it now?
@WanderMindChronicles14 күн бұрын
@@chongchyechia4208 thanks for the 💰
@WORLDCITIZEN200413 күн бұрын
@@mt8073 SMCI is not a good idea to short.....
@antareschen445115 күн бұрын
Thanks so much
@HarmeetSingh-jo3sg15 күн бұрын
When would consider taking some profits then?
@seandelaney170015 күн бұрын
First time viewer, great stuff, subscribed.
@stephendunn1328 күн бұрын
Buffett is doing similar selling to what he did before the 2008 stock market crash. The smartest stock market money maker the world has ever seen. Ah well that's what he thinks, so what.
@brendanuche15 күн бұрын
please Adam how can I access the intrinsic value calculator
@krishpatt120915 күн бұрын
Adam teach us the excel formula you have applied to your intrinsic value calculator.
@RyanL-Y15 күн бұрын
You get to buy his course and you will get it.
@dhananjaykandekar445415 күн бұрын
Thank you Adam for your insights... I am learning a lot from your videos.
@minoltamind190915 күн бұрын
Awesome preaching thanks alot Adam.❤😂
@AnastasiyaFrolova-h4o13 күн бұрын
Your advice helps me improve my trading results.
@UziGameGP5 күн бұрын
Would love to see your take and intrinsic value of Micron.
@landisk353015 күн бұрын
Words of Wisdom!
@Muller_Andr15 күн бұрын
Increasing tax rates are the reason i rolled over my 401k to a roth. i Don't want to be 59 paying taxes on current income on withdrawals made from my retirement account.
@JackF037215 күн бұрын
Love your analogies in your videos!
@WanderMindChronicles15 күн бұрын
Going all in on SMCI
@WORLDCITIZEN200413 күн бұрын
They made a mistake .. Maybe they don't make a mistake again.
@ikhmalmal793013 күн бұрын
Nvdia is good bro..blackwell gonna be game changer
@darrell375215 күн бұрын
Thx Adam.
@daniloitaliano15 күн бұрын
excellent video on how to use cash secured puts to buy with a margin of safety. thanks!
@Shanel-f4l13 күн бұрын
What a miracle Thank you so much sir 100% strategy working I tried 7 trades on this strategy all are win I'm your fan
@narasimhar880315 күн бұрын
You can dream for 95. I may not go below 114
@ralfmeschino693415 күн бұрын
Thank you Adam, very sound advice, Cheaters NEVER prosper in the long term :)
@hm829815 күн бұрын
Thank you so much Adam guru for your precious thoughts 🙏🙏😊 Really appreciate the SCMI perspective 😅 Legend! For those who have not taken the whale investing course but have an educational degree instead…. Sigh!! This is not promotional but mine was life changing lesson after taking the course , now investing for long term and up 50%+ Warm Regards 🎉
@elliotowen201113 күн бұрын
Your trading videos are always interesting and useful to me.
@lsbm151115 күн бұрын
Thank you very much for the warning 👍
@zippy7915 күн бұрын
Been waiting .. thanks!
@khairulashrafazemi78115 күн бұрын
Thanks
@ngoziobilo521615 күн бұрын
Thanks for your care❤
@Jamesjerome015 күн бұрын
just sold part of my Nvidia stock to protect my profits, but I'm holding onto some for the long run because of the company's strong growth prospects. In addition, I'm thinking of expanding the variety in my $400K stock portfolio, but I'm not sure how to handle risks going forward.
@WanderlusttheWorld15 күн бұрын
Peter Lynch, former manager of the Magellan Fund, said it best: “Most people water the weeds and cut the flowers - when they should do just
@Greg-O-rama13 күн бұрын
Back paddled on initial buy call, well highness sight is 50/50
@lakying-23615 күн бұрын
Big thanks ❤🎉
@stang329915 күн бұрын
Thank you, Adam!
@LatonyaHassey13 күн бұрын
GOOD EXPLANATION THANK YOU
@EthanWalter-wn3mk11 күн бұрын
Nvidia’s growth has been phenomenal, especially in the AI and data center space. Their GPUs are pretty much the gold standard for AI workloads. I think their leadership in AI gives them a solid edge for the future.
@赤ちゃんジェー15 күн бұрын
Why didn't the intrinsic value increase after earnings and revenue increase?
@Deniz-Alberta15 күн бұрын
Thank you Adam!
@wenjielee601812 күн бұрын
Adam, tsm seems like a great stock? do you avoid it because its a huge capex companies? what about its moat?
@muhammadkabir303315 күн бұрын
You are great
@jiarongmusic15 күн бұрын
great video
@thyrathlach63415 күн бұрын
Thank you.
@andypot217915 күн бұрын
Fantastic presentation thx.
@jeffl854915 күн бұрын
I asked for a nvidia video. Thanks!
@JonesThomas-s8q14 күн бұрын
I previously believed that all investors experienced financial ruin during economic downturns, but i now realize that some of them actually make a fortune. In summary, while some people face recessions, others seize profitable opportunities, and it all begins with having the correct mindset. As a result, I have allocated some of my savings for future investments. Regrettably, I lack experience in this area.
@Anamaria-h2o13 күн бұрын
I congratulate you for your channel and I thank you for what you teach, I would like to recommend that you include in your videos Spanish subtitles because we are many Latinos who follow your channel and that would help us to be more sure of what we learn thanks to you, and God bless you and may you continue to succeed day by day.
@raym674711 күн бұрын
Thx Adam, insightfull..
@salilmahadik939613 күн бұрын
Good video and analysis. Can you do a video about Intel stock and it's future ?
@kelvinfok15 күн бұрын
great value in the video, thanks Adam!
@tuanho83679 күн бұрын
New CFO starting 2021 : David Weigand Old CFO case 2020 : Howard Hideshima
@xavier_lucas15 күн бұрын
Increasing tax rates are the reason i rolled over to a roth. i Don't want to be 65 paying taxes on current income on withdrawals made from my retirement account.
@Kxle1215 күн бұрын
Adam sensei missed the opportunity to talk about VEEVS' beat and raise. Who is managing his content? A good scolding is in order.
@hernstv15 күн бұрын
The best!
@harsharao355514 күн бұрын
Adam, what about $PDD srock? It tanked like 40%.
@AdamKhoo14 күн бұрын
I would avoid it
@azrielshacham682915 күн бұрын
I did your way.
@AndyB7215 күн бұрын
Thanks for this really precious video
@ASaulat14 күн бұрын
Great analysis
@willingmind612915 күн бұрын
Why no one is taking about NVDA 50 bilion dollar buyback? it's big deal.
@bojankojic10814 күн бұрын
ecactly.
@robertcosta927212 күн бұрын
Can someone explain the significance of this. Sorry, I’m new.
@millennialinvesting382815 күн бұрын
What about when the super scalers slow/stop their capex cycle? Do you not think there is a big risk to the sustainability of the revenue?
@belle127910 күн бұрын
Hi Adam! Hot news from Bloomberg about Nvdia's DOJ Subpoena. Is Nvdia still a reliable company that's worth buying? the dip is low now at 105s... thinking of buying more to average down my 120 😢
@sunnytan695211 күн бұрын
Thanks for another great video Adam. Truly appreciate it.
@Ning5316515 күн бұрын
Some report stated Nvidia have high level of non cash earning. This is risk in quality earning. How do you see that Adam. Thanks