I'm Buying This 1 Stock to Get Rich (Without Getting Lucky)

[@SirGenesis206]

NVDA and AVGO have been my two top holdings since 2021-22 and I’m very pleased. Didn’t see THIS coming, but I had a feeling these two would be great choices for those spots.

[@qkingoftears]

@@SirGenesis206 ok nancy

[@Sophia-bt2uh]

Great video, I have a quick question. I am an aspiring trader, I am looking study some traders and earn off their expertise rather than investing myself and lose money emotionally. Whats your take on copy trading? Do people really make money? Just looking for some reassurance. Thank you!

[@SirManselus]

Focus on long term investments in property, stocks, and bonds. Avoid copying, daytrading and 'chart astrology'. Diversify across different geographies, industries, and value chain stages - to reduce your risk. You can do this with ETFs, or by selecting different stocks yourself. This is the best way to invest for more than 90% of people

[@Charlotte-ew6sw]

How can I participate in this? I sincerely aspire to establish a secure financial future and am eager to participate. Who is the driving force behind your success?

[@notseelen]

I strongly recommend reading a book on Value Investing. Maybe you don't agree with the Graham & Dodd approach, maybe you think breaking Warren Buffet's rules is a good idea you could be right! but you have to study the rules to break them, and value investing has proven to be one of the single most successful long-term (LONG. TERM. AHEM 😂) strategies if you want to learn from others, learn from the best. Howard Marks has a great podcast called The Memo, it's basically him reading his quarterly memos out. HIGHLY valuable for a retail investor

[@robarnica1975]

@@Daisy-yr6ezI did, she’s in jail!

[@stevedunn8662]

@@robarnica1975 😂

[@jayspinka3305]

you're the best Alex! Nobodies deep dives compare to yours. The way you take your time and really look under the hood is so helpful 😅

[@KenjiEspresso]

Sticking to NVDA and TSM.

[@chukwuebukaalozie2745]

@@KenjiEspresso why, I’ve got those 2 but why aren’t you choosing Broadcom

[@TB7-X]

I hold both of them too. All my holdings include Nvidia, Apple, TSM, Tesla, and Palantir. TSM is building a giant plant in Arizona as part of the US Chips Act. Not sure when it’ll be completed. I may lean a little heavier in TSM soon. How can they not continue to grow and earn??? Taiwan Semiconductor Manufacturing Company (TSMC) manufactures semiconductors for a wide range of customers, including: - Tech giants: Apple, AMD, Broadcom, Marvell, MediaTek, Nvidia, and Qualcomm - Emerging companies: Allwinner Technology, HiSilicon, Spectra7, and UNISOC - Programmable logic device companies: Xilinx and Altera - Integrated device manufacturers: Intel, NXP, STMicroelectronics, and Texas Instruments - Automotive manufacturers: TSMC's N7A customers have qualified products for automotive applications that have been used in volume production since 2023. TSMC is the world's largest semiconductor company and the first dedicated semiconductor foundry, established in 1987 by MIT and Stanford graduate Morris Chang. The company manufactures around 90% of the world's advanced chips, which are used in a variety of applications, including smartphones, artificial intelligence, electric vehicles, and fighter jets.

[@abuibu]

It's good to put some money into the SMH ETF so you get all the future winners in this category.

[@Desperas]

EQQQ

[@WanderingExistence]

​@@MARKstfu I like VanEck, I only own only their semiconductor ETF but they seemed to offer reasonable rates on a variety of thematic ETFs. I think it's a great company for a 'pioneering investor' (growth, not novice).

[@abidingdude222]

Awesome deep dive dude!!!!! Buy and hold. Dollar Cost Average!!!

[@PeterK6502]

Thanks, I added AVGO to my portfolio (I already have NVDA)

[@eksine]

listening to influencers, such a poor move on your part.

[@PeterK6502]

@@eksine Not if Nancy Pelosi is also buying this stock currently, or is Nancy Pelosi also member of this channel?

[@gokhanarslan6320]

I work for a development partner of BMW in Germany. We always work on BMW's virtual computers. 2 months ago BMW switched to VMware as VDI service provider. Most of my colleagues think it was an upgrade in terms of speed and response time.

[@hochzeitsfotografseychelle2986]

Great info! Thank you!

[@notseelen]

thanks for the video! I noticed you talk about their sales and future growth, but not much about their current and future valuation (free cash flow, P/E ratio, deeper balance sheet analysis) I know you've done it in the past, just sharing that I'd love to hear more of that, as while the psychological aspect of stocks is dominated by sales, market share, etc, the richly-valued AI stocks need even more extreme justification to handle the risk I'll look into AVGO more, but the past few times I haven't found it to be at a price that was palatable yet

[@mariocabella5476]

Avgo will not be the next Nvda but it has bright future.

[@ok2tmtsg]

Agree. I own both. The next NVDA is still NVDA. Period.

[@grandizer4531]

ARM is a beast!

[@tlrailtek]

I love your analysis. Thanks Alex

[@waynelast1685]

Have video on TSM? This is one I think we need good forecast about.

[@RK-um9tu]

All you need to know is that NANCY PELOSI brought a ton of Broadcom stock last week...

[@TickerSymbolYOU]

👀

[@robbykelley3598]

She’s long on AVGO, but her purchase was 20 calls expiring 6/20/25

[@cryptoico2647]

Yep, if Nancy buy it then something good will happen soon 😂

[@mrkang4080]

There's been talk of US government supporting domestic chip manufacturing for years. I put money into all the big players 3 years ago, and only Intel has done nothing... the rest have all been amazing.

[@gokhanarslan6320]

Nancy is mostly right, but always? If I was Nancy, I would buy a few stocks that might tank to be able to say "See? If I was insider trading, would I have invested in crap stocks?" Which one would you pick? Making 80M USD with a get out of jail card, or making 90 without one? Regardless, AVGO is good :D

[@micheleserrao452]

Alex you are my "Go To" for tech analysis. I don't have time to waste so when I have time to learn about tech names and look for new investments I come here. And I have been rewarded for it! Thank you!

[@TickerSymbolYOU]

[@OneAndDone5150]

He’s pretty good just wish the sponsor bs as in his codes.

[@tyreecobb6222]

Excellent review & analysis of AVGO - thanks!!!

[@copperheadranch6466]

Thank you for finally doing this. Appreciate it very much.

[@RWH3354]

I bought some today pre split...then Ur vid popped up! Thanx for giving me added confidence I did the right thing!!!

[@perezpepito104]

Palantir

[@Briancrobinsonspeaks]

Alex, another fantastic video! Thank you!

[@mattinterweb]

Great channel. Superb content.

[@ElChuntyCabra]

1:40 Hawk Tuah?

[@paulh67125]

@@ElChuntyCabra hahahaha

[@juanburciaga5687]

Excellent video, keep it up

[@mdo5121]

Everyone on Wall Street thought VMWARE WAS BOUGHT at a very high price....but this company knows how to acquire.

[@adiashro]

Alex, did you buy AVGO? Wonderful review like always 🎯 I'd appreciate if you can review Micron as well in one of your video's, curious to know what you think product-wise and with respect to her position in the chip market

[@ElliottNest41]

Good review, thank you.

[@lavishvegas5495]

Calm down, dude, sold all my semis Friday. We will get a correction in July, until then you should hold off

[@bartdierickx4630]

Imo opinion they're a very complementary AI stock with nvidia. Nvidia for the general workloads. Broadcom for the specigic workloads.

[@drewyoung2102]

Got out of 100% NVDA and do 4 ETFS. Nerves shot and bank account happy. Sahm principle for early recession ALMOST triggered and signs bad news is taken as good news in stocks. Maybe 12 months left to go... :)

[@jamesbaum9775]

Your tech analysis is second to none on here. Great informative video. I’ve been a stock holder of $AVGO since 2018 now and it has done very well over the years. Their pivot to AI is just icing on the cake.

[@equalenergy]

Broadcom has a high level of debt and long term liabilities. Also there has been a lot of insider selling over the last 9 months.

[@KarimMirhady]

The growth in Broadcom's dividend has been remarkable, increasing from $0.007 in December 2010 to $0.525 in June 2024 after the split.

[@midwestcannabis]

Party On Bud! 🥳✌️

[@MartinPerry-j8g]

Thanks for your Analysis!

[@Rick_Rolled]

Great analysis and good video, but you missed out on sharing their debt and historic track record of acquiring companies, and severly cutting down the cost, resulting in a loss of customer trust.

[@billB101]

Plus patent trolling, really not interested in this company to be honest.

[@ΒύρωναςΛαδιάς]

Still their stock may do well. I wonder if Alex owns any of its stock though.

[@MarcBrDutch]

Thank you, Excellent vid.

[@hasanturgut2712]

Thanks, I am very informative ,I will add it next week again

[@cnaz8709]

Thank you for this analysis.

[@TickerSymbolYOU]

Glad you enjoyed it!

[@Maguirehook]

My wife and I net-worth was 62k April 2020. Just hit 550k this week. Started last month this 2024 investing with Amelia Jason. I still thank you for the level-headed financial advice.

[@WilliamsJohn-01]

Thanks for keeping it light and real at the same time. Much needed for us traders in times like these!..

[@Chloe_emm]

I agree that there are strategies that could be put in place for solid gains regardless of economy or market condition, but such executions are usually carried out by investment experts or advisors this Amelia Jason is she one?

[@LilyBekonhemswort]

It surprising mrs Amelia Jason is mentioned here, came across a testimony about her from one of the beneficiaries on the CNBC news, she seems to be doing extremely .

[@LeaderBebia]

Recently, I have been exploring the possibility of consulting with advisors. As a mature individual, I am in need of guidance, but I am curious to know how truly impactful their services can be?

[@Maguirehook]

she's on Telegrams mostly, using the username.

[@shawn_8888]

Can you please share where you get your tees, i like the CPU tee you are wearing?

[@nixielee]

Great stock, insane valuation. When Nvidia crashes Broadcom will crash as well. The technical differences does not matter when the stock market is on fire, everything related to semis and AI will go down in flames. Then you buy.

[@srsheepdog2671]

Forward P/E is 36x, which is in the typical range for tech stocks.

[@DemandLachlane-ns1lj]

Just discovered your channel with this video -- I was able to think about my situation and I'm curious to know best how people split their pay, how much of it goes into savings, spendings or investments, I earn around $90K per year but nothing to show for it yet.

[@ksowter101]

$90k and nothing to show for it- at least you are savvy enough to realize that's not the way to go through life. Sad that so many never figure that out. Read books, view youtube- John Bogle- and others on investing. long term compounding- the 8th wonder...Never get taught this stuff in school.... Don't carry over credit card debt past the end of month. PERIOD. no excuses- Don't become an indentured servant to the Card masters. Build a Min $10,000.00 emergency fund- lock in a bank rate over 4% but be sure the money can be accessible in an emergency. Max out any employer match in a company sponsored IRA- If employer will match up to 3-4-5%- that's free money that becomes yours-and you get to take it with you if you change employers- Take full advantage of that match. Invest in both US large cap markets and International Markets thru etfs or the funds available to you through your employer- Use No-load funds or ETFs and watch out for any IRA management fees- They'll eat your return. Then- Max out your self directed ROTH IRA- as much as you can afford to the max allowed =$7K? This is after tax funds - that you'll never pay taxes on in the future - and the compounded gains. Invest up to $25k in low cost ETFs to get market exposure- No bonds- Use low cost ETFs like SPY, QQQ, or Vanguard funds- for inexpensive exposure- and get a portion exposed to International markets- VXUS is broad -all stocks-low risk-lower return- When the market tanks- Buy more every month and don't pull it out- Don't try individual stock trading- Learn about investing 1st- and- learn - read- and don't be impatient- After you have a solid start on the investment portions- and you want to gamble on stocks- Take $1,000-of 'Fun Money' to fund an account. and- that you can afford to Lose. learn some technical analysis -TA - stockcharts.com-school- stockcharts tv. Jason Leavitt trader on you tube is worth viewing- and has some excellent instructional classes -modestly priced- IMO. also has a website. Good luck. Live within your means- step1.

[@acesfullmike5371]

Thanks, great video!

[@daljitsrkg]

Please make a detailed video on poet technologies :)

[@waynelast1685]

What I want to know is who is positioned best for the next tech revolution.

[@revery85inc61]

THANK YOU FOR YOUR VERY CREDIBLE INFORMATION! AMEN.

[@NrsimhaDas]

Thank you Alex 🙂

[@kadd4415]

15:33 Alex: "While I don't particularly care about dividends myself..." Thank you for saying that. Nothing wrong with dividends but I have heard investor reps push them hard and I think it's because they don't know how to make good profits. :)

[@danielyossef1165]

best tech investing channel on KZbin !

[@haticeefe4241]

Great analysis

[@theworldisblind1767]

On terms of PEG, SMCI is the most undervalued A.I play

[@jeffreyhall5033]

Thank You Sir for the information. You are a good man.

[@shevek9505]

@TickerSymbolYOU Just read about Etched Sohu chip. Would be an interesting topic eventually...

[@miguelguimaraes9804]

Great channel and great stock😊

[@KennyStratton]

Great analysis ❤️

[@mercury13]

what about ASML?

[@hashi323]

Alex can you please make a video on Teradyne ?

[@TrumpxDaily]

Still trying to get to a 100 shares of NVDA myself lol

[@jr0812]

Thank you for the great insights😊

[@heiderosemoossen8437]

Hi, I have Broadcom, not much, and would like to stock up. Is it advisable to switch AMD to Broadcom?

[@ChristGivesLife]

Have you heard of ACMR? If so, what are your thoughts on them?

[@TickerSymbolYOU]

I haven't, but I'll take a look!

[@miketchakalian]

Hi Alex love your channel just wondering i thing AI And tech is the next 10-15 years so what’s wrong with just investing in FTEC etf every month

[@TickerSymbolYOU]

Absolutely nothing wrong with that if you decide that’s what’s best for you

[@kendallhughes7507]

That's a hard pass on *AVGO* ...gonna stick with my massively overweight *NVDA* position (5041 shares) at least for the next year or so.

[@TickerSymbolYOU]

Nothing wrong with sticking to NVDA! 🍻

[@tloumathapo754]

It moves the same as all other semiconductors stocks.

[@bobsnabby2298]

The same crazyness as with NVDA incoming.

[@TickerSymbolYOU]

So… massive moves upward?

[@ricardosmaltino60]

Great information and video

[@akapiff]

Wat do u think about amsc been holding since 16

[@Rudy4759]

Broadcom 10 year chart looks scary af.

[@julielaw520]

Its a powerhouse! Thanks for another great anaylsis!

[@TickerSymbolYOU]

My pleasure! Glad you enjoyed it!

[@corgizx]

9:45 Nice

[@TheFresherFoot]

Astera labs is cool

[@themusic6808]

Hock Tan has been in directing and executive roles in the tech industry over 40 years and has created immense shareholder value as CEO of Broadcom. You absolutely cannot argue with their business track record and sheer dominance and a lot of that has to do with management. They’ve also done it in a low profile way which is even better. Contrary to popular belief the world doesn’t need to see your companies CEO in a leather jacket at every conference there is touting business partnerships. No offence Jensen lol

[@OsamaBeenHarris]

Have you met Hawk Tuah?

[@TickerSymbolYOU]

🤣

[@themusic6808]

@@OsamaBeenHarris You won the internet for today, sir

[@kenchan4159]

Genuinely, may we know why is price dipping despite its upcoming stock-split? Nvda wasnt like that

[@ElisaChandler-yo6yx]

*Acumulei um total de 89 mil hoje. Estou verdadeiramente grato por todo o conhecimento e informação que você me deu nas últimas semanas. Comecei com 5 mil há 2 meses.*

[@samwang5831]

The difficult question is: if you already have NVDA, should you sell some to buy AVGO?

[@TickerSymbolYOU]

Depends on your gains, holding period, tax situation, and time horizon

[@samwang5831]

@@TickerSymbolYOU Thanks for your reply. I have no tax concerns. AVGO is interesting since there are limited competitors in the ASIC and SW space. One of the biggest challenges with ASIC business is that the core system solution providers such as NVDA will try to lower system cost by including those ASIC functions in its future offering, so AVGO will have to stay one-step-ahead

[@AC-jk8wq]

Probably should have put AVGO in the title somewhere… I would have watched this a month ago…. 😃

[@ukrainemylove6184]

Hi , Can you suggust stocks or funds which will not fall (or rise) during market fall ?

[@TickerSymbolYOU]

If I could do that, I'd be a billionaire.

[@jeffj8825]

3rd largest holding for me after nvidia and SMH

[@kamal9991999]

Any ETF which supports this view .. SMH & QQQ anything else ?

[@matthewhoward1958]

Great video

[@johnkelley1426]

Thanks Alex.

[@boyasaka]

Can broadcom get to the 3 trillion mcap in the next few years to join apple , Nvidia and Microsoft?

[@phillyboylaboy]

Buying soxq instead 😊; ty

[@antalszabolcsdesign5189]

Another banger, thanks Alex! :)

[@bajablaster1]

PLUG power

[@the_starlinkway7821]

Intel expecting $1B in software revenue…We might see another fast run up to $50-60 like in 2023 as Intel is trading by far at the lowest multiple. $HP and $DELL also been flat for last month almost. $RRX also looks good and will benefit from a pro EV environment.

[@ronmatthews2164]

I have 700 k ,half in NVDL and half in FNGU. Both stocks have done great for me ,knock on wood.

[@jacqdanieles]

Those are leveraged ETFs. They are trading vehicles meant for a holding period of 1 day. Seems to me like you're trolling. 4 weeks ago you claimed you had 4443 shares of NVDA.

[@ronmatthews2164]

@@jacqdanieles Yes I sold all my Nvidia regular shares and moved all that money into Nvdl Nvdu Fngu Which has obviously worked out well. My advice for you is to start focusing on your own business. Cheers

[@jacqdanieles]

@@ronmatthews2164 you post on a public forum & then get defensive when you face skepticism. Yeah makes sense ...

[@ronmatthews2164]

@@jacqdanieles Maybe you should stop worrying about what everyone else is doing and again I recamend you worry about what you are doing or not doing. Lol 😂

[@jacqdanieles]

@@ronmatthews2164 maybe you should stop being so thin skinned

[@Witnessmoo]

God I wish I understood this but I don’t so I can’t buy it 😢

[@riffsoffov9291]

Stock splits tend to happen after a stock has gone up a lot, so could the outperformance after a split be explained by momentum, or does the analysis correct for that?

[@riffsoffov9291]

@TickerSymboIYOUinfo I don't think I've got a notification bar, I've clicked the notification icon and then on your reply but I don't know if this will be 1 to 1.

[@TickerSymbolYOU]

You were talking to a bot. I deleted and banned him. Sorry about that.

[@riffsoffov9291]

@@TickerSymbolYOU No problem. I guess I should have realized that "info" tagged onto your alias meant it wasn't genuine.

[@brianh9014]

Yes bro, hold 10shrs look frwrd to the split. One of my lucky buys last year, should of bought more at $500. 😅

[@TickerSymbolYOU]

Congratulations! That’s awesome!

[@makeitmakesense5577]

Hawk tan....lmao, sorry it just reminded me of the hawk tau girl. Gonna spit on that stock!

[@pan_bev_nice5960]

Yes, but sometimes you need to get lucky too.

[@e61agem]

I know you value truth. The first iPhone actually had a Marvell WiFi single chip solution. It was the second edition iPhone that started using the Broadcom combo Bluetooth, WiFi, and FM chip. I know because I was a Marvell shareholder doing that time and got hosed after they lossed the iPhone socket.

[@TickerSymbolYOU]

Ah, my bad! I thought it was Broadcom since the beginning.

[@bluebyyou7504]

TRILLIONS YOU SAY!?!?!?! Egad, I'm in.

[@TickerSymbolYOU]

I mean… it’s $800B already

[@GlobalMan-nr3hq]

Awesome video. Its ironic no one cares about Cisco wrt to AI story anymore and it was pretty much Cisco that made BRCM (now AVGO) what it is today. They almost wanted to buy VMWare but decided not to. Later BRCM not only designed customer routing chips for CSCO and the likes but started making full solution Datacenter switches with its own network stack (acquired) and selling them as a reference model to major cloud companies and enterprises. And Hock Tan had the foresight to acquire VMware. The next cycle in the AI Age is Google, Meta etc with ASIC chips. Are we not entertained ?

[@Jai-qf8lw]

CSCO never made BRCM who they are today. CSCO is a joke compared to Broadcom

[@jaypence332]

CEG?

[@Steve-fg8iq]

I think you are allowing Broadcom's stock price and revenue improvement to cloud your judgement. The CEO of broadcom (Hak Tan) has one goal, and it's to make money regardless of the means. His primary strategy is to work with his cronies at private equity company silver lake on hostile acquisitions. Then he dumps all the headcount he can. Fortunately, he was rejected in taking over Qualcomm. He lacks any innovative vision. In fact he said a few years ago that innovation in chips was over and that chips were commodities. As a result, their company culture is one that doesn't know how to innovate. They're just riding the AI wave as best they can, doing commodity level design and jacking up their prices. It sucks seeing Hak Tan benefit from the AI movement when he's done nothing meaningful to contribute. Completely different personality than Jensen.

[@wric01]

Same with nvda tesla it'll tank after split.😅

[@christopherjoyner2908]

Just in time AVGO

[@Sect10n31]

Who gets kicked off the Dow when NVDA & AVGO gets added in 2024? INTC & CSCO, that's who.

[@Dptl]

Just hit the craps table at the casinos.. who knows!?!? you may just get rich. 😂😂❤❤❤