I own all 4. They are all outstanding companies! I would also add Amazon. Great Channel Parkev, thanks!
@parkevtatevosiancfa954414 күн бұрын
Glad you like them!
@marktong291513 күн бұрын
Thanks!
@Ryan-q8x14 күн бұрын
I own all of the Mag Seven companies. They comprise 80% of my portfolio. I invested in Apple 25 years ago, then Microsoft a year later. I started a position in Amazon during the Great Recession and added Tesla, Meta, Google, and Nvidia during the pandemic. The only position I've taken some profit in is Tesla, because the valuation is too rich, IMHO. But, you can't go wrong holding positions in any of the companies.
@phvaessen14 күн бұрын
I've missed Apple, Microsoft 25 years ago ... didn't miss Nvidia in 2016, added Amazon, Meta and Google during pandemic and sold Tesla too in december too rich at the moment.
@SK1TT7ES13 күн бұрын
That’s not a portfolio a lot of veteran investors would approve of, but do whatever works best for you!
@khanbus12 күн бұрын
I do not hold Tesla as I believe this stock will see a tremendous downturn. just my view. I hold the other 6
@Ryan-q8x12 күн бұрын
@ Be gone, troll.
@wotiluv10 күн бұрын
@SK1TT7ESit’s worked for millions of people 😂
@John-nr8vu14 күн бұрын
I like your reasoning! Alphabet has more diversified business.
@lb677413 күн бұрын
great video! thank you for your analysis
@parkevtatevosiancfa954413 күн бұрын
My pleasure!
@GeoffDUB1014 күн бұрын
Nvidia is half my portfolio for 1 or 2 more growth cycles. go If I had to pick based on everything, I’d go with Google first due to its strong P/E and diverse revenue streams, followed by Nvidia for its massive growth potential in AI and GPUs. After that, Microsoft for steady growth, and finally, Apple for stability but slower growth. It’s all about balancing growth and valuation! but if we are talking forever stocks like another video its different.
@sathisam12 күн бұрын
Why not Amazon?
@sandyfernandez323714 күн бұрын
Load the boat on nvidia at 130.lets fucking goooooo
@madelinvazquez660313 күн бұрын
Great videos Professor! Please include META as well 🙂
@parkevtatevosiancfa954413 күн бұрын
Noted!
@gmo70914 күн бұрын
Great show. Thx. Thoughts on META?
@jnkoa3314 күн бұрын
Thank you very much Parkev
@parkevtatevosiancfa954413 күн бұрын
You are very welcome
@johnsutherland505314 күн бұрын
Thank you Parkev!
@parkevtatevosiancfa954414 күн бұрын
My pleasure!
@K_Teslaa14 күн бұрын
could you do a video on orcl please?
@mohammadmayar554413 күн бұрын
NVIDIA is a risky company with a net income of $12 billion. It relies on other companies, and now every major country is trying to make its own chips... Best 👌 (apple, Amazon, Google, msft, Facebook)
@inquisitvem672314 күн бұрын
Does your book go into financial ratios, tends in financial growth of company, etc. that most big financial advisors look at or is it based on opinion?
@NancyFranciss13 күн бұрын
Alright, so I’ve saved up $186k in an emergency fund (yes, I’m that guy who’s been saying no to overpriced coffee for years), and now I’m ready to dive into this investment game. Nvidia, Apple, Google, Microsoft-big names, but are these really “best” buys or just the flashy ones everyone talks about? Honestly, I just want my money to work as hard as I do. Thoughts?
@SK1TT7ES13 күн бұрын
🚨 SCAM ALERT 🚨
@R1D1CK6913 күн бұрын
you are late
@khanbus12 күн бұрын
First I would dollar cost average a portion of your cash into MSFT, GOOGLE, AMZN. I would also invest some in Closed end funds such as EIC, RLTY and one BDC MAIN. Just my view
@Someone-lc6dc14 күн бұрын
Hi Parkev. Do you have any videos on how to evaluate stocks and be able to tell whether they might outperform an index? I invest mainly in ETFs but would like to learn how to pick stocks.
@ravivdesai14 күн бұрын
Why do you rate AAPL as hold instead of Sell? How much overvalued it has to be to get a rating of sell?
@EN3T313 күн бұрын
Apple is not a sell stock and has never been
@BootlegDrive14 күн бұрын
You have a price target of 300 or so on nvda while it’s trading at 135 or so. Looks like a substantially undervalued stock ... Thanks for your videos!
@parkevtatevosiancfa954414 күн бұрын
You are correct
@phvaessen14 күн бұрын
risk is higher with Nvidia. You need to balance risk/reward.
@SK1TT7ES13 күн бұрын
@@phvaessenwhat the risk? Up to $300 or down to $100 from $135? 🤔
@phvaessen13 күн бұрын
@SK1TT7ES the lower Nvidia goes the lower the risk. I was answering to the question why google with a lower estimated upscale could be better than Nvidia with a much higher potential. The answer is Google could be a lower risk because of it's very low PE. Nvidia is my top position Google is only fifth, because I have another perception of risk: Nvidia in the long terms has a lower risk than Google despite having a higher PE because the PEG ratio is much lower than Google's
@TheWinkChannel14 күн бұрын
can you include amazon in a future analysis and comparisson please
@BlueW217014 күн бұрын
It’s close, but I’m still picking NVDA as an out perform on Google in 2025. When Google‘s Waymo service goes mainstream, I’d expect Google to then take the top leadership spot.
@John-nr8vu14 күн бұрын
For the last 6-8 months NVIDIA has not increased that much. It was trading around 130$ last June and it is still around the same price.
@phvaessen14 күн бұрын
@@John-nr8vu because it had grown too much until June. Funds had to rebalance their portfolio. Nvidia was above their maximum portfolio holding, and had to sell some.
@deyh566413 күн бұрын
@@John-nr8vuconsolidation phase. It can break out this year with all the good news of 2025.
@Yungstpatrik13 күн бұрын
@@John-nr8vuwhich should indicate a severe move to the upside during q1 earnings. The Blackwell revenue outlook will be announced. Nvidia already knows how much money they’re going to make this year. Blackwell is already sold out. In the next few months expect NVIDIA to make its way to $300-$400
@darthveider2113 күн бұрын
I have Nvidia & Amazon long term and i would like to add Alphabet!
@maplehightech13 күн бұрын
Hold is a nice word, the real meaning is to sell a.s.a.p.
@muratcaglaroz663014 күн бұрын
And What about META and Amazon?
@gavinchilunlam247614 күн бұрын
Make sense, thank you
@Embarrassed_Rock_81714 күн бұрын
Since i already have Nvidia, TSMC, Amazon i sold my small positions on AAPL to buy Quantum stocks and now just under the water..hopefully the Q stocks gain momentum again.
@inquisitvem672313 күн бұрын
@@Embarrassed_Rock_817 it will rebound. Quantum computing is the future.
@alibekkulzhabay915713 күн бұрын
do not follow the masses
@sriramsampath674613 күн бұрын
What about regulatory pressures on each of these companies and how that factors into the investment decision? Alphabet has too many regulatory scrutiny at the moment compared to the other three.
@inquisitvem672314 күн бұрын
Google’s willow chip has great potential.
@phvaessen14 күн бұрын
Yes, in 10 years from now, according to Google during the announcement of Willow
@inquisitvem672312 күн бұрын
@@phvaessen don’t be surprised if they are able to in 5 yrs.
@jameswill952713 күн бұрын
NVDA/ NVDU
@yazan33085314 күн бұрын
Please make video for sofi and palantir analysis is it buy
@deyh566413 күн бұрын
Palantir overpriced imo. Not a good time to buy
@darrenhere585614 күн бұрын
good stuff
@Needglory2314 күн бұрын
Are you factoring in Apples $110 Billion stock buyback?
@oscarovegren14 күн бұрын
Totally agree. I have nvidia, alphabet and brookfield corporation as or close to 20% each of my portfolio. Brookfield have given a 18% CAGR over the last 30 years and the stock price reflect 2/3 of the asset value currently with 6% free cash flow yield. Maybe something to look at? Best regards!! 🙏
@Sanloong714 күн бұрын
Is Brookfield BN or BEPC?
@oscarovegren14 күн бұрын
@Sanloong7 the BN ticker 🙏
@Sanloong714 күн бұрын
@@oscarovegren Thx!
@MathewVarkey-lp6gp14 күн бұрын
NVIDIA and Palantir
@kg343613 күн бұрын
My pick as well.
@HauHuynh14 күн бұрын
Any insights for AMZN :) can you make an updated video for AMZN price prediction thank you!! - from bullish raid
@marskawakami14 күн бұрын
Could you analyse META. Hello from Brazil ✌🏽✌🏽✌🏽
@Trousersnakelol114 күн бұрын
Buying at 80
@khanbus12 күн бұрын
I am considering increasing my investment in Microsoft rather than NVIDIA. I believe that advancements in AI will significantly boost Microsoft's earnings. On the other hand, I anticipate that NVIDIA's growth may slow down as other, more affordable chips become available, which could force NVIDIA to reduce their profit margins.
@phvaessen14 күн бұрын
Google more diversified business ? 80% from advertising, from cloud 11%, 4% youtube subscriptions - compare that to . Nvidia: 65% data center; 25% Gaming; 4% automotive, 5% Professional visualisation. Nvidia data Center is currently more concentrated from big data centers, but sovereign AI is increasing making them less dependent on a few big customers. Anyway. If you weight the Risk/reward ratio, I agree Google and it's low PE is less risky than Nvidia, and therefore a better bet despite Nvidia's higher intrinsic value GAP.
@ThisIsMrNando13 күн бұрын
Yep 100%. Volatility on nvidia is way higher but premiums on covered calls more than make up for it for me. 😌 selling 20 deltas about every 3 weeks have been getting me nice “divident’s” 😁
@TM990999 күн бұрын
I only have Amazon - don’t underestimate- it’s going to become biggest company 5T 🤗
@phvaessen14 күн бұрын
which one would you pick: Amazon or Google ?
@Needglory2313 күн бұрын
Apple 🍏
@Amit-b2i13 күн бұрын
If you can COVER WHY alphabet is at 19 PE despite a pioneer in the industry. Is it losing its search giant title against AI?
@Agatha.wayne013 күн бұрын
The main focus for markets now is Nvidia, which has powered a large chunk of the S&P 500’s recent earnings. Nvidia’s stock, up more than 100% this year, rose 2.5% in New York on Monday, sending the Nasdaq 100 index to another record high. I'm still looking for companies to make additions to my $350K portfolio, to boost performance. Here for ideas...
@nico-p5y4h13 күн бұрын
I think the next big thing will be A.I. For enduring growth akin to META, it's vital to avoid impulsive decisions driven by short-term fluctuations. Prioritize patience and a long-term perspective most importantly consider financial advisory for informed buying and selling decisions.
@JaneBlac-13 күн бұрын
A lot of folks downplay the role of advlsors until being burnt by their own emotions. I remember couple summers back, after my lengthy divorce, I needed a good boost to help my business stay afloat, hence I researched for licensed advisors and came across someone of utmost qualifications. She's helped grow my reserve notwithstanding inflation, from $275k to $850K
@Tony-t6h5m13 күн бұрын
This is definitely considerable! think you could suggest any professional/advisors i can get on the phone with? i'm in dire need of proper portfolio allocation
@JaneBlac-13 күн бұрын
I'm cautious about giving specific recommendations since this is an online forum and everyone situation is unique, but I've worked with Jessica Dawn Walters for years and highly recommend her. Look her up to see if she meets your criteria.
@DeclanJoseph-c4j13 күн бұрын
Thanks for the info. I searched for her full name and found her website right away. I reviewed her credentials and did my research before reaching out to her.
@wotiluv10 күн бұрын
Nvidia will go down to the low $100s. The history of Apple is far stronger it’s a resilient stock that always bounces back. Nvidia reached its peak and will go down.
@jeffreywang752714 күн бұрын
I really like Alphabet but concerned about regulatory risk. My question is how much the Trump administration will come after Alphabet?
@yashiroyamazaki314514 күн бұрын
Im sick of these stocks , especially that bully Nvidia ceo
@maltlickytexas14 күн бұрын
😂
@bonafidesniper754214 күн бұрын
Someone bought quantum shares💀
@letterkeys444014 күн бұрын
Captain Jensen was definitely a hard watch
@yashiroyamazaki314514 күн бұрын
@letterkeys4440 captains are not losers and bullies, he knows the threat is coming so he needs his customer to focus on his firm instead of shifting their attention to a new trending technology that beat classic computers in an instant . It's just a matter of time !!
@letterkeys444014 күн бұрын
@@yashiroyamazaki3145 yeah idk about that. When he struck that captain America pose at CES all I could think was Jensen is a nerdy loser that has a lot of money