Couldn’t agree more on SMCI. It’s just not worth the risk.
@victorc80282 ай 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!
@luqman94802 ай бұрын
2 vid in a day ! Awesome
@MaryroseBarbotАй бұрын
God, why I didn't find this channel earlier??? This is amazing place for everybody who interested about investments
@AgripinaZeier2 ай 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!
@MagesaKulwaАй бұрын
Hi I wanna join his trading course is it worth
@MichaelScott692 ай бұрын
I'm still bullish on nvidia.
@MsPaperbearАй бұрын
it's going to 200
@120Lok2 ай 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%
@emedlearning90352 ай бұрын
Same for me
@toshy24tosh2 ай 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.
@jasonxjia842 ай 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-TX2 ай бұрын
You could have waited for a day... just saying.. minimize the damage..
@LordBagdanoff2 ай бұрын
Crazy it will definitely rebound
@jirojiro10292 ай 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
@Xgeneralll2 ай бұрын
Did same thing. locked in all profits and put all my profits and cash raised into my already big AMZN and PLTR positions
@juanpuebloknowyumama38312 ай 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.
@LaverneWhitman2 ай 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.
@newmanicdevices6837Ай 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.
@felipeturbayr2 ай бұрын
Thanks you so much Adam for your input for NVDA and SMCI! your advice is much appreciated!
@sr48472 ай бұрын
Enjoy your videos and commentary Adam. Thanks for keeping it simple, clear and balanced.
@benjaminchang82102 ай бұрын
On the verge of requesting for this video (shamelessly). You Sir, saved me some dignity 😂
@2023gainer2 ай бұрын
Both the EV and AI sectors Surging Today to end the month. Dip-buying .. VHAI....GFAI and NVDA...Thumbs Up video/ comments. Thanks.
@semenkononov1402 ай бұрын
Your channel is a real storehouse of knowledge about trading. Thank you for your valuable help and support!
@toshy24tosh2 ай 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
@ThomasLivoti2 ай бұрын
I love how you try all these strategies, it shows that you care.
@КириллСорокин-й8о2 ай бұрын
Always makes trading and making money more of a hobby..thanks for the articles
@LordBagdanoff2 ай бұрын
Same company that accuse SQ as well. Really nonsense. Fundamentals of SMCI still hasn’t changed. Buying and holding!
@MarcS7772 ай 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!
@AnastasiyaFrolova-h4o2 ай бұрын
Your advice helps me improve my trading results.
@kinyungwong89702 ай бұрын
Thank you adam! I want to know more of your view on PDD if possible
@dhananjaykandekar44542 ай бұрын
Thank you Adam for your insights... I am learning a lot from your videos.
@mariamtownsend49852 ай бұрын
Thank you for sharing your deep knowledge in investing. You have made a huge impact to stay focus in d right direction.
@NadDanBetterLiving2 ай бұрын
NVDA still a buy for me….Ignore the market nonsense
@LordBagdanoff2 ай бұрын
Of course it is.
@MsPaperbearАй бұрын
yea. people don't know the scaling that blackwell can give
@elliotowen20112 ай бұрын
Your trading videos are always interesting and useful to me.
@syedarmaghanhassan4652Ай бұрын
Thanks Adam, you are great! great INFO!
@LatonyaHassey2 ай бұрын
GOOD EXPLANATION THANK YOU
@Cecitrader2 ай бұрын
Thank you Adam for the great information.😊
@JackF03722 ай бұрын
Love your analogies in your videos!
@joshyong73182 ай 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.
@bentobox77882 ай бұрын
Watching a youtube video is just a starting point. It's up to you to research further and draw your own conclusion.
@lisbethsalander17232 ай 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,
@Shanel-f4l2 ай 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
@lsbm15112 ай бұрын
Thank you very much for the warning 👍
@dakalabanka92142 ай 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
@evadeanu12 ай бұрын
Adam, you always deliver! Great video again.
@jonathanyeap54592 ай бұрын
Great video ! Thank you sir
@raym6747Ай бұрын
Thx Adam, insightfull..
@dannysanders43272 ай бұрын
Wow Adam on a roll today
@stang32992 ай бұрын
Thank you, Adam!
@UziGameGPАй бұрын
Would love to see your take and intrinsic value of Micron.
@hm82982 ай 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 🎉
@ngoziobilo52162 ай бұрын
Thanks for your care❤
@minoltamind19092 ай бұрын
Awesome preaching thanks alot Adam.❤😂
@antareschen44512 ай бұрын
Thanks so much
@daniloitaliano2 ай бұрын
excellent video on how to use cash secured puts to buy with a margin of safety. thanks!
@jleong9022 ай бұрын
Which is a better stock NVDA or PLTR if were to choose 1?
@LabanReiter2 ай бұрын
Your strategy has helped me turn my trading around. I'm finally seeing some real profits!
@Jamesjerome02 ай 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.
@maddstaxx2 ай бұрын
"im not selling shit" had me in tears
@jenntjie6815Ай бұрын
should we sell SMCI as it is being sue? what to do when we have the stock ?
@miamiboatingАй бұрын
Another Great Video! You are one Khool Dude!
@ASaulat2 ай бұрын
Great analysis
@darrell37522 ай бұрын
Thx Adam.
@andypot21792 ай бұрын
Fantastic presentation thx.
@Mind-Development-AB2 ай бұрын
Thank you Adam!
@AndyB722 ай бұрын
Thanks for this really precious video
@chongchyechia42082 ай бұрын
Thanks alot, Sir .. After you video, I clear all my SMCI shares immediately
@mt80732 ай бұрын
Why don't you short it now?
@WanderMindChronicles2 ай бұрын
@@chongchyechia4208 thanks for the 💰
@WORLDCITIZEN20042 ай бұрын
@@mt8073 SMCI is not a good idea to short.....
@ikhmalmal79302 ай бұрын
Nvdia is good bro..blackwell gonna be game changer
@jeffl85492 ай бұрын
I asked for a nvidia video. Thanks!
@ralfmeschino69342 ай бұрын
Thank you Adam, very sound advice, Cheaters NEVER prosper in the long term :)
@Anamaria-h2o2 ай 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.
@sunnytan6952Ай бұрын
Thanks for another great video Adam. Truly appreciate it.
@AliciaCroneАй 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
@alanpedrick1562Ай бұрын
Optimism spawned by every major media and investment platform. It's not that the company itself is causing the boom.
@thyrathlach6342 ай бұрын
Thank you.
@lakying-2362 ай бұрын
Big thanks ❤🎉
@zippy792 ай бұрын
Been waiting .. thanks!
@rodgertim2881Ай 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
@khairulashrafazemi7812 ай бұрын
Thanks
@Greg-O-rama2 ай бұрын
Back paddled on initial buy call, well highness sight is 50/50
@wenjielee6018Ай бұрын
Adam, tsm seems like a great stock? do you avoid it because its a huge capex companies? what about its moat?
@salilmahadik93962 ай бұрын
Good video and analysis. Can you do a video about Intel stock and it's future ?
@HarmeetSingh-jo3sg2 ай бұрын
When would consider taking some profits then?
@danielmartin88472 ай бұрын
Thank you good video
@Muller_Andr2 ай 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.
@landisk35302 ай бұрын
Words of Wisdom!
@seandelaney17002 ай бұрын
First time viewer, great stuff, subscribed.
@GlenCarroll-v7s2 ай бұрын
my wife and I are subscribed to your channel and we like your videos a lot, we are from the Dominican Republic, we are learning from your strategies and we would like if it is possible for you to make a strategy with indicators for the OTC market on weekends, we are new to trading. Thank you very much for sharing your knowledge.
@muhammadkabir30332 ай бұрын
You are great
@JackOng-xb6xn2 ай бұрын
Can review Intel? Will it go back to glory days after completion of its foundry?
@MYB97972 ай бұрын
thank you!
@kelvinfok2 ай бұрын
great value in the video, thanks Adam!
@jiarongmusic2 ай бұрын
great video
@tuanho8367Ай бұрын
New CFO starting 2021 : David Weigand Old CFO case 2020 : Howard Hideshima
@EthanWalter-wn3mkАй 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.
@narasimhar88032 ай бұрын
You can dream for 95. I may not go below 114
@JonesThomas-s8q2 ай 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.
@WanderMindChronicles2 ай бұрын
Going all in on SMCI
@WORLDCITIZEN20042 ай бұрын
They made a mistake .. Maybe they don't make a mistake again.
@jerryyapkh2 ай бұрын
Adam, if that's the case, can we short financial irregularity company?
@chinchowpowpook2 ай бұрын
Is dell still worth buying at recent low?
@xavier_lucas2 ай 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.
@MarjorieRyanJoy2 ай бұрын
I feel like my focus on ETFs might be limiting growth rather than just managing risk. They seem quite over-diversified with too many securities, which might be reducing the potential for higher returns from standout performers like Nvidia. Just my thoughts
@hernstv2 ай бұрын
The best!
@hopemeng7263Ай бұрын
What do you think about nio?
@stephendunn132Ай 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.
@gekkogordon2 ай бұрын
Double top and correlated with the S&P500
@drcmbasu2 ай бұрын
Adam blackwell chips are 7 times more powerful than hopper and more power efficient. It will sell at a price double at that of hopper. Cost of manufacturing will not double. Profit margins will increase. Eps will fly. When blackwell sales saturate, you book profits unless nvidia comes up with an upgraded product which has even higher demand. In investing, you anticipate the future.
@michaellai02162 ай бұрын
thx !
@Kxle122 ай бұрын
Adam sensei missed the opportunity to talk about VEEVS' beat and raise. Who is managing his content? A good scolding is in order.