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@otherZincАй бұрын
@Nanalyze , Dude, your downfall will be your dislike for Microsoft. Microsoft isn't an "Evil Empire", they're just fantastic at what they do.
@NanalyzeАй бұрын
@@otherZinc We don't dislike Microsoft at all. In fact, we sung their praises here: kzbin.info/www/bejne/jHi4qqeOoMehj9E
@RickSanchez-dn6rdАй бұрын
This channel is too good. Well done all involved.
@NanalyzeАй бұрын
You are too kind, thank you!
@jeffl8549Ай бұрын
I have to give props for responding to so many comments.
@NanalyzeАй бұрын
Thank you! We believe that keeping the comments section engaged and free of rubbish is a competitive advantage. People should gain as much value reading comments as they do watching the video.
@rabywastakenАй бұрын
Holly molly, I just noticed! You channel has over 30k subs?? When did that happen? 😄 Deserved, I've been watching since you had 2k subs, and thanks to you, I went from a degenerate investor following trends on reddit, to an investor with a diversified portfolio where all my stock choices where deliberate. I like this type of videos since you're able to explain these highly complex AI topics better than some tech KZbinrs, which helps me make better decisions. Also, Joe, if you don't mind me asking, are you planning on fixing that tooth? I can't unsee it now :P
@NanalyzeАй бұрын
Going from being a degen to a competent investor is what this channel strives to help people do! Unfortunately you'll need to take the good with the bad ;)
@TheKali97Ай бұрын
Extremely surprised not to find PLTR on the list of Data Platforms, Wall Street continues to underestimate the entity.
@NanalyzeАй бұрын
It's mentioned in Part Three coming next along with many other companies that weren't mentioned in this presentation. Wall Street is very aware of this highly valued entity. That's precisely why it's one of the most expensive stocks in our catalog. And all the instant analysts pumping it 24 hours a day don't help things either.
@stutzpunktАй бұрын
@@Nanalyzeagreed. I’ve got an average cost of $7 and I’m constantly tempted to sell owing to silly valuation.
@NanalyzeАй бұрын
@@stutzpunkt Cheerleaders do their sacred cows no favors. Pumping creates volatility which makes being a long term investors a much more emotional ride. If you're bullish on a company, then hold it for several decades. Have rules as to when you plan to sell which takes the emotion out of it.
@billye9823Ай бұрын
Thanks again Joe for great content, I’m glad to be a premium subscriber! I was wondering Joe if you might be mentioning PL in your next video? Sometimes I think PL is miss categorized as a space Stock, and is more akin to an AI/ data/ software as a service stock. I’m glad to see PL is showing some signs of life, since I’m still a hopeful bag holder. Thanks again Joe for you and your team! Who needs shrooms when we have you to keep us thinking outside the Box!
@NanalyzeАй бұрын
Hey Billy. Our Premium subscribers are our bread and butter. Literally. So when they come by and say such favorable things it warms the cockles of my heart. ;) Thank you for the support and glad you liked the content! On PL.. They could be a data company, but the data they're selling is a commodity. That means the value comes in the interpretation layer where AI algos make sense of the imagery. This is happening in various forms, both inside PL and outside. Calling them an AI company is a stretch, but you could also start calling a lot of firms AI companies "AI companies" because they pepper their collateral with mentions of AI incessantly. When everyone is a AI stock, nobody is an AI stock. Let's hope PL management gets it together. They've been a mess recently.
@billye9823Ай бұрын
I hear what you are saying Joe. I too hope PL is getting there act together, and I’m also tired of hearing about AI in every earnings call I listen too, I think even Costco was talking about AI!😂 In defense of PL, they have been all about Ai, and machine learning even before the hype ever started, and before they went public. I’m looking forward to seeing the HBO movie about space companies. I believe Rocket Lab, and Planet have their history looked into quite extensively.
@NanalyzeАй бұрын
Everyone is "doing AI" these days
@billye9823Ай бұрын
Yes, but my point being that PL was stating the importance of AI 10 years ago.
@garyshiАй бұрын
It's surprise to see Nanalyze talking about an industry vs. individual stocks, and also without even mentioning valuation.
@NanalyzeАй бұрын
The third part of this series goes into talking about the investing approach and valuation. The fourth part touches on hype and valuation as well.
@George-f8hАй бұрын
How important is "offshore oil" data from countries outside of the U.S. when training large language models? Speaking of Crowdstrike, it has been a rough week for those of us tech heavy investors. I'm glad my dividend-growth stocks lessen the blow a bit.
@NanalyzeАй бұрын
That's a great question. Depends on how multinational the company is. Walmart operates mainly in USA - not so important for them, while for Chevron (66% ex-USA sales) that might be really important.
@Steveddp23Ай бұрын
Walmart is huge in China. Just about every major city has Walmarts and Sam’s Club… and Costco is getting big there too
@NanalyzeАй бұрын
@@Steveddp23 That may be the case, but Walmart's revenues paint a different picture.
@riffsoffov9291Ай бұрын
@Nanalyze Thanks for the video. Is MongoDB's Atlas Vector Search a viable alternative to a vector database?
@NanalyzeАй бұрын
Intuitively, yes, but we haven't dug that hard into the technology. Plenty of subject matter experts among our ranks. Any thoughts lads and lasses that live and breathe this stuff?
@ANDREWGEN_Ай бұрын
@@NanalyzeI just used mongo db first time yesterday. Remind me in a week
@mshparberАй бұрын
Awesome, thanks!
@NanalyzeАй бұрын
You're very welcome!
@user-yi7fz8ly2zАй бұрын
Amazing analysis as always. Thank you
@NanalyzeАй бұрын
You're most welcome!
@Leo-pd8wwАй бұрын
Fine disquisition on this abstract and still novel subject! Looking forward to the next uploads. Data is the new oil. Cybersecurity are the new mercenaries to protect oil fields. It's hard to convey the dangers of detrimental AI use cases. State actors have a lot of funding, don't underestimate their capabilities. Programming languages are just another language, so are assembly languages. What is obscure to humans, is crystal clear for AI. The whole proces of code auditing, reverse engineering, creating and testing exploits will go insanely fast and fully automatic. This is just one example. We've gone through iterations of leaps in cybersecurity and the dawn of AI will be the catalyst of the next. Probably 'after the fact' as usual. There will be no more half assing cybersecurity measures after the smoke clears.
@NanalyzeАй бұрын
Insightful comment, thank you for sharing your thoughts!
@midwestcannabisАй бұрын
Now I catch up and watch 🥳🥳✌️✌️
@NanalyzeАй бұрын
Don't be afraid to do some binge watching!
@midwestcannabisАй бұрын
@@Nanalyze lol! I'm busted! Typing this as I watch another from 9 days ago🥳🥳🥳✌️👌
@SmokeyLove-vt4xdАй бұрын
Dude just the information about what these companies do is exciting.
@NanalyzeАй бұрын
Maybe a bit too exciting, which is why you'll want to stick around for the "AI reality check" coming soon, courtesy of perhaps the most notable investment bank out there. Which of course means it was written by a bunch of overpaid MBAs who need to be taken with a grain of salt. Exciting times ;)
@SmokeyLove-vt4xdАй бұрын
@@Nanalyze 😂 Yeah thats for sure. I am definitely going to be around for that! It does make you wonder where these companies REALLY are, in terms of this AI journey. I was looking forward to this series when you mentioned it was coming out! It is a pretty messy sector and there's a lot to go over, for me anyways lol. So thank you for being here during these very exciting times indeed!
@NanalyzeАй бұрын
@@SmokeyLove-vt4xd You're very welcome, thank you for the engagement!
@factotumsАй бұрын
I feel like Google or Alphabet, doesn't/don't get enough love in regards to data combined with built in upscalability. I know they are essentially an advertising company, but advertising is personal data. For example when a company or website wants your data, they always phrase it as 'personalized advertising' and obviously Google's products are everywhere so they are just an update patch away from putting more ai into your daily life. However I agree that they have mainly fumbled their recent efforts and somehow made their chatbot worse after 'unveiling' it with Gemini (even though it already existed as Bard)
@citizenpunxАй бұрын
My approach is 40/40/20 QQQ/SMH/IBIT
@NanalyzeАй бұрын
You look young. You can take more risk. Be aware that these three ETFs are probably pretty correlated. Bitcoin wasn't supposed to be so correlated, but it seems to be with the broad market. QQQ and SMH will have some overlap. Good on you for having a three portfolio weighted approach!
@mruhlicАй бұрын
Fan of your content! Do you sell Crowdstrike after the incident today? Have been long for years but they will get sued a lot for today... What do you think?
@NanalyzeАй бұрын
This was discussed extensively this morning on our Discord server. Probably best to let the dust settle as always. One can only hope that legal is taking over their comms and that they're more than able to handle any fallout. People have short memories. Always great to speak with a fan, thank you!
@SigFigNewtonАй бұрын
Not just lawsuits. It may reduce the number of new clients.
@NanalyzeАй бұрын
Everyone already is a client apparently! ;)
@mruhlicАй бұрын
@@Nanalyze decided to sell my position. Unfortunately I am worse at selling than I am at buying... But I guess it never hurts to take gains. Don't know what they are about to face but will be a bumpy ride. On the bright side: cash to invest so I have to check some of your dividend growth videos!
@NanalyzeАй бұрын
Yes be sure to check out dividend growth investing! It's where most our money is allocated - what Warren Buffett calls "equity bonds."
@trailerhaul8200Ай бұрын
Good time to buy Crowdstrike after the today outage? Might as well buy the dip.
@NanalyzeАй бұрын
The dip could keep on dipping. Best to use valuation targets that can apply in any situation.
@user-es6ou7xs5cАй бұрын
What do you think about PLTR?
@NanalyzeАй бұрын
Content on PLTR can be found on both our website and YT channel
@screamotruckerАй бұрын
Satya Nadella, called Palantir a ''leader in their industry” during the July 30 Q4 earnings call.
@anthonyschultz6998Ай бұрын
Watched this twice
@NanalyzeАй бұрын
Great, thank you!
@GM4ThePeopleАй бұрын
Joe: listening to Ivana Delevska so we don't have to. She is indeed a striking old bird with a coherent thesis.
@NanalyzeАй бұрын
That's one way to put it ;)
@Meishach2112Ай бұрын
Almost every company is full of nontechnical people. That doesn’t mean they cant utilize data and intuit the path forward based on insights the business has already acquired. In fact, they’re better suited to the implications of this information than highly technical people. We need a data OS to help the nontechnical think and operate within the modern enterprise. Is there an alternative to Palantir? ….maybe Microsoft? Google?
@NanalyzeАй бұрын
This wasn't about Palantir. To answer your question, here are plenty of no-code offerings out there helping non technical people operate within a modern enterprise. Here are just a few we've covered before: www.nanalyze.com/2021/04/no-code-platforms-machine-learning/
@pebos1234567890Ай бұрын
First buddy
@NanalyzeАй бұрын
You, sir, are indeed first. Excellent job.
@pebos1234567890Ай бұрын
@@Nanalyze thank you now where’s the shrooms
@NanalyzeАй бұрын
They're properly packaged and carefully stored in a safe in preparation for one of the greatest tech startup brainstorming events out there - Burning Man.
@pebos1234567890Ай бұрын
@@Nanalyze excellent I love it when a plan comes together
@midwestcannabisАй бұрын
Hey Joe 'Ol Buddy 'Ol Pal. Am I ignorant in thinking Palantir is Hands Down the BEST option for Companies to Use to make sense of their data and in turn save those companies Butt loads of Dollars? 🥳🥳🥳✌️✌️✌️
@NanalyzeАй бұрын
We covered them last here: www.nanalyze.com/2024/03/palantir-stock-pumped-ai-hype/
@missunique65Ай бұрын
crwd ceo got his - arrogant fella taken down a few notches..
@NanalyzeАй бұрын
As long as his company continues to grow like it has we don't really care how arrogant he is. Let's see if this affects net retention rates since - apparently - everyone is using Crowdstrike's solutions. Fortunately they provide an excellent chart - maybe the best we've ever seen - showing net and gross retention rates. If they stop providing it, danger ahead.
@missunique65Ай бұрын
set to explode is kinda clickbait-it explodes next year? month? week? minute? AI has already exploded btw...
@NanalyzeАй бұрын
Hardware has, but not data. The title refers to the segment of AI stocks that Spear Invest believes is set to explode in 2024. Unfortunately, you cannot grow a channel on KZbin without appealing to the "I need explosive growth for muh portfolio" types. Behind our clickbait titles you'll always find stellar content, not to worry. ;)
@unimposingsАй бұрын
lol another Buzzword Farmer... dude AI is not real.. what you Invest in is a Hype.. good luck with Gambling your Money. Nvidia Stocks going up, because there is no competion, they can charge for there shitty hardware what ever they want.. fck 2k for a GPU, this is Nuts.. but yes Consumers have to swollow those pills.
@NanalyzeАй бұрын
"AI is not real." Go watch the documentary AlphaGo which you will not only enjoy but that will help put AI into context. There is a lot of hype though, you are right about that.
@echoeverskyАй бұрын
Wait you mean someone other than Tesla is turning a profit with AI other than NVDA who's selling the shovels? Anyone remember Cisco? We gunna have a crash first.
@NanalyzeАй бұрын
You'll be pleased to know that the fourth part of this series is a piece on a potential AI crash courtesy of a top investment bank. Stay tuned.