AI Data Stocks Set to Explode. Here's Why.

[@Nanalyze]

Subscribe for more content on investing in AI: kzbin.info ❤

[@otherZinc]

@Nanalyze , Dude, your downfall will be your dislike for Microsoft. Microsoft isn't an "Evil Empire", they're just fantastic at what they do.

[@Nanalyze]

@@otherZinc We don't dislike Microsoft at all. In fact, we sung their praises here: kzbin.info/www/bejne/jHi4qqeOoMehj9E

[@RickSanchez-dn6rd]

This channel is too good. Well done all involved.

[@Nanalyze]

You are too kind, thank you!

[@jeffl8549]

I have to give props for responding to so many comments.

[@Nanalyze]

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.

[@billye9823]

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!

[@Nanalyze]

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.

[@billye9823]

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.

[@Nanalyze]

Everyone is "doing AI" these days

[@billye9823]

Yes, but my point being that PL was stating the importance of AI 10 years ago.

[@riffsoffov9291]

@Nanalyze Thanks for the video. Is MongoDB's Atlas Vector Search a viable alternative to a vector database?

[@Nanalyze]

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_]

⁠@@NanalyzeI just used mongo db first time yesterday. Remind me in a week

[@rabywastaken]

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

[@Nanalyze]

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 ;)

[@George-f8h]

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.

[@Nanalyze]

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.

[@Steveddp23]

Walmart is huge in China. Just about every major city has Walmarts and Sam’s Club… and Costco is getting big there too

[@Nanalyze]

@@Steveddp23 That may be the case, but Walmart's revenues paint a different picture.

[@RamonVelazquez-w5f]

Amazing analysis as always. Thank you

[@Nanalyze]

You're most welcome!

[@SmokeyLove-vt4xd]

Dude just the information about what these companies do is exciting.

[@Nanalyze]

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-vt4xd]

@@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!

[@Nanalyze]

@@SmokeyLove-vt4xd You're very welcome, thank you for the engagement!

[@rolf5282]

Great, valuabel Information thank you from europe

[@Nanalyze]

You're most welcome. We love our international audience!

[@JonPaul-r9b]

What do you think about PLTR?

[@Nanalyze]

Content on PLTR can be found on both our website and YT channel

[@screamotrucker]

Satya Nadella, called Palantir a ''leader in their industry” during the July 30 Q4 earnings call.

[@mshparber]

Awesome, thanks!

[@Nanalyze]

You're very welcome!

[@midwestcannabis]

Now I catch up and watch 🥳🥳✌️✌️

[@Nanalyze]

Don't be afraid to do some binge watching!

[@midwestcannabis]

@@Nanalyze lol! I'm busted! Typing this as I watch another from 9 days ago🥳🥳🥳✌️👌

[@mruhlic]

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?

[@Nanalyze]

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!

[@SigFigNewton]

Not just lawsuits. It may reduce the number of new clients.

[@Nanalyze]

Everyone already is a client apparently! ;)

[@mruhlic]

@@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!

[@Nanalyze]

Yes be sure to check out dividend growth investing! It's where most our money is allocated - what Warren Buffett calls "equity bonds."

[@garyshi]

It's surprise to see Nanalyze talking about an industry vs. individual stocks, and also without even mentioning valuation.

[@Nanalyze]

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.

[@lancesandberg3921]

Thank you.

[@Nanalyze]

You're most welcome!

[@trailerhaul8200]

Good time to buy Crowdstrike after the today outage? Might as well buy the dip.

[@Nanalyze]

The dip could keep on dipping. Best to use valuation targets that can apply in any situation.

[@TheKali97]

Extremely surprised not to find PLTR on the list of Data Platforms, Wall Street continues to underestimate the entity.

[@Nanalyze]

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.

[@stutzpunkt]

@@Nanalyzeagreed. I’ve got an average cost of $7 and I’m constantly tempted to sell owing to silly valuation.

[@Nanalyze]

@@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.

[@roroguapo3]

@@stutzpunkt Don’t sell. Valuations are based on present earnings and cash flows. The only thing valuations tell you is how “expensive” a stock is relative to the amount of money it is making right now, today. The whole point of investing in a company like Palantir is that you believe it will have massive growth over the long term, and there is really no valuation model for that sort of thing. Go back and look at Nvidia’s valuations from 5, 10, and 15 years ago and read analyst articles about it from those time periods. You’ll find that it was always being called out as “overvalued”, yet today it’s 10x higher than just 2 years ago. I think valuations are a silly way to look at growth stocks so don’t let people talk you out of your best performing investments. I remember reading an analyst article on Seeking Alpha from 2016 about Nvidia and the analyst was saying how it was ridiculously overvalued and you should sell it immediately, and it doubled by 2017 and today it’s like 50x higher 😂. Valuation metrics are useless unless you’re investing in REITS or dividends.

[@MicahDamger]

@@NanalyzeWhen the CEO is a trained academic highly proficient in the dark arts of Freudian Psychoanalysts, it is child’s play to manipulate the collective unconscious of highly reactive and highly emotional investors. Karp is cosplaying as militant American Patriot fighting for freedom and defending our values, but in reality, Karp is a subversive Trotskyist revolutionary with a bloodlust for trampling the civil liberties upon which western society has been established. It’s not a business, it’s a machine to control and manipulate others and, if necessary, kill others. It should be given a lethal dose of privacy legislation by our elected leaders, if they had any sense. It’s silly. The guy even taunted the public by naming the company after evil seeing stones featured in Tolkien fantasy fiction.

[@Leo-pd8ww]

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.

[@Nanalyze]

Insightful comment, thank you for sharing your thoughts!

[@citizenpunx]

My approach is 40/40/20 QQQ/SMH/IBIT

[@Nanalyze]

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!

[@factotums]

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)

[@pebos1234567890]

First buddy

[@Nanalyze]

You, sir, are indeed first. Excellent job.

[@pebos1234567890]

@@Nanalyze thank you now where’s the shrooms

[@Nanalyze]

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.

[@pebos1234567890]

@@Nanalyze excellent I love it when a plan comes together

[@GM4ThePeople]

Joe: listening to Ivana Delevska so we don't have to. She is indeed a striking old bird with a coherent thesis.

[@Nanalyze]

That's one way to put it ;)

[@Meishach2112]

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?

[@Nanalyze]

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/

[@anthonyschultz6998]

Watched this twice

[@Nanalyze]

Great, thank you!

[@midwestcannabis]

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? 🥳🥳🥳✌️✌️✌️

[@Nanalyze]

We covered them last here: www.nanalyze.com/2024/03/palantir-stock-pumped-ai-hype/

[@missunique65]

crwd ceo got his - arrogant fella taken down a few notches..

[@Nanalyze]

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.

[@missunique65]

set to explode is kinda clickbait-it explodes next year? month? week? minute? AI has already exploded btw...

[@Nanalyze]

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. ;)

[@unimposings]

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.

[@Nanalyze]

"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.

[@echoeversky]

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.

[@Nanalyze]

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.