You can protect your privacy and support the channel by getting 20% off DeleteMe at joindeleteme.com/SYMBOL20
@sylvainh2o5 күн бұрын
you doing all those in equal weight? Why did you drop Microsoft?
@shotokankjs5 күн бұрын
Mate one of your best videos thus far.
@DzzyDan5 күн бұрын
Man excellent video!! Curious why POET didn't make your list? It's done fantastic so far and your video on that made it seem like it would be one on this list for sure. Does it perhaps have a longer time horizon? Thank you for the information you provide on this sector, really helps dummies like me keep up.
@whirlpoolbook67302 күн бұрын
This guy is gold. Pack of information that could easily require us 1000 hours. How can I not click the like.
@daho8085 күн бұрын
I trust an engineer more than a stock trader. glad i found you.
@stewartcastro44092 күн бұрын
Thanks for the analysis and getting to the point as this effort to be transparent is what kept me watching to the end.
@TickerSymbolYOU2 күн бұрын
My pleasure!
@ryanmatzner77575 күн бұрын
Thank you for your hard work!
@TickerSymbolYOU5 күн бұрын
My pleasure!
@paulsmart50512 күн бұрын
I have watched this three times now. I like your logic and style.
@allyvyne30025 күн бұрын
I love how you break everything down with solid explanations. Transparency is key.
@SageMichaelWright5 күн бұрын
I like your investing thesis but just want to point out that Pepsi was my top performing stock on Friday, which was a major red day for markets overall. It’s good to have some fairly valued defensive stocks too
@detsixtown3 күн бұрын
Is there a percentage breakdown of your list? Love your show!
@travisgraham8378Күн бұрын
I was wondering the same thing. It would be nice to know how he splits his money between the stocks. Or is he even following what he is recommending here? No idea whether it would be an even split across the board or what.
@jdevera882 сағат бұрын
Following
@wilsonfidelisekpotu19803 күн бұрын
This is indeed an excellent analysis
@UsDiYoNa4 күн бұрын
Bro, that straight to the point intro got my sub on the first video I've even come across this channel. Rare that something like that happens. Props.
@TickerSymbolYOU4 күн бұрын
your time is valuable.
@d4rmscКүн бұрын
Same
@Anthony-zq5te6 күн бұрын
Any Updates on poet? Hasnt been doing badly recently
@Sect10n316 күн бұрын
NVDA, AMD & INTC using privately held Ayar Labs for photonic silicon, not POET
@Ad.L-Remote-Employment4 күн бұрын
Really insightful video! Your list of top stocks for 2025 offers a clear and practical approach to building wealth. By the way, do you think remote companies are doing better than us lately? I’d love to hear your perspective!
@GabrielleJamison4 күн бұрын
Does your company offer remote opportunities something I can do from home
@BrookeSchofield344 күн бұрын
Your KZbin video and website spoke to me in a way few things do. I’d love to work from home and be part of what you’re creating, but I’m not sure how to take the first step
@LucindamcGillivray4 күн бұрын
I’ve heard amazing things about your work, and after reading the Helpful Advice section on your site, I’m inspired.
@LucindamcGillivray4 күн бұрын
How can I connect about working from home? I’m trying to figure that out
@LaHaine-l5q5 күн бұрын
The concepts in The Elite Society's Money Manifestation ebook feel like unlocking a cheat code for financial success
@DB-ir8gm4 күн бұрын
what are your entry points for each? thx
@spiegel87786 күн бұрын
I need a SMCI follow up!
@jaredbecker79776 күн бұрын
Same! I picked up my first shares Friday
@Sect10n316 күн бұрын
SMCI got bounced from NASDAQ-100 by PLTR in mid Dec 2024
@mrkang40806 күн бұрын
Imagine putting money into a company that clearly doctored their books... and didn't fire anyone of significance since getting caught. Wildly stupid.
@jaredbecker79776 күн бұрын
@@mrkang4080 excited to follow up in a year when all the FUD is done
@spiegel87786 күн бұрын
@ Cleary allegedly. What conclusive evidence do you have?
@madgo224 күн бұрын
I like your show. Thanks for POET. Regardless of the noise, I like it. I found SOUN when researching it had a great year and an interesting story.
@Anthony-zq5te6 күн бұрын
You got critisized a lot but your extensive palantir Video weeks ago Was spot on. Kuddos
@johnenglish929Күн бұрын
Criticised by who ? I think his videos are great - always factual and logical and no hype
@user-lo4er8wy9l5 күн бұрын
Another founder led company is Palantir. Tesla has not been on this list, which is pretty surprising. Thanks for the list.
@billydkid18815 күн бұрын
Ya, I’m a bit surprised by that too.
@TickerSymbolYOU5 күн бұрын
Palantir is on the list though 🤔
@user-lo4er8wy9l5 күн бұрын
@@TickerSymbolYOU Yes, I am responding to 17:26 where you mentioned founder led companies, but did not mention Palantir.
@Mikemike-wsu5 күн бұрын
@@user-lo4er8wy9l good point! Teslas kinda falling thru rn tho
@eduardogarcia72286 күн бұрын
Great video and list of companies. However, Tesla is not on either list. Could you share why not considered in the most valuable as a tech company ?
@michaelknight84595 күн бұрын
I would not buy Tesla it is way over value. The bet is mostly on there self driving taxi. Your taking a huge risk with Tesla if this doesn't work out.
@brendancarrington-k7h23 сағат бұрын
What's the most effective strategy during this period of volatility with the rate cut? Most of my portfolio is in (20% Index funds, 20% CD's 30% Bonds/T-bills and other assets) I want to explore different strategies to benefit from a potential bubble.
@napoleonbonaparte43966 күн бұрын
In fact, RGTI is dealing with Amazon (AWS) and Microsoft (Azure) (as shown in the list @ 8:00 1st & 2nd rows) in addition to NVDA.
@PercyLeon15 күн бұрын
I’m buying all the Quantum computing stocks. There is also a Quantum ETF ( Defiance Quantum ETF or QTUM ) Im considering moving everything there.
@napoleonbonaparte43965 күн бұрын
@@PercyLeon1 BE CAREFUL. The company called, Quantum Computing, Inc. It does not have any product or sold any services. For some reason, a bunch of people buying this stock. I guess they are novice investors. Before you buy stock, make sure you a company history and understand business. Like Warren Buffet said, if you don't understand the business, don't invest. D-Wave is a software company. Today, so many QC companies popped up. They are trying to lure investors by calling themselves QC business. Double check your ETF.
@chochooshoe4 күн бұрын
please tell us how RGTI is *dealing* with AWS and Azure.
@erickassor66495 күн бұрын
Another exellent presentation
@TickerSymbolYOU5 күн бұрын
Glad you enjoyed it
@rodbiagtan42503 күн бұрын
Hi Alex, Great video! I have a couple of questions: 1. Can you share your spread across your picks? Ex: If you have $100k, how would you allocate it? 2. Why doesn't your list include TSLA? Thank you.
@Felcity6 күн бұрын
Poet Update, please! Since your last mention the stock has doing great 🎉
@SKITT7ES4 күн бұрын
POET 💩
@davidcarrington635 күн бұрын
Someone's got to make all those chips. Why isn't TSM in there?
@TickerSymbolYOU4 күн бұрын
TSM came close! But I have so many companies that benefit from TSM already it seemed redundant
@SAMA6C5 күн бұрын
Can you do some videos about Quantum computing and how in the bigger scheme of AI trajectory, quantum computing would help and what are the companies that are contributing towards QC?
@Blackfeet4 күн бұрын
No
@chauncyadderley5 күн бұрын
Can you please provide a portfolio breakdown?
@S.A.1Күн бұрын
Alex, really appreciate your videos. May I suggest FTEC instead of VGT for a smaller dollar amount account when there is no fractional share trading allowed. They both are almost similar…
@jakubciekot7761Күн бұрын
Looks interesting. Would be better for trading options with a small account. But the daily volume is low.
@gmarthurr5 күн бұрын
I'm just curious if you are selling the stocks from 2024 that are not on your list for 2025?
@TickerSymbolYOU5 күн бұрын
Not selling, just not adding
@MercedesRichardson-j9m5 күн бұрын
What’s your long term expectation for poet?
@thecivitasuniverse6 сағат бұрын
Excellent advice!
@BebopKoala5 күн бұрын
No Felix does not show cherry picked price charts. Felix shows a watch list and some charting techniques to apply to spot the breakouts as entry points. Also risk management.
@abq6664 күн бұрын
I look for catalysts where I can create my personal "ETF" ... did pretty well in the AI space so far but then when I first bought NVDA I couldn't even spell AI. You've got an awesome thought process and so well distilled...you've just helped me immensely for my decisions in 2025 tech with 3-5 year horizons I hope. And you've provided good confirmation bias on most of my holdings as I don't have the tech background to sort the nuances out as you have. Most casual analysts see a stock up three digit % and get scared that they've got to get "conservative". In that vein, Argentina is my current project having gotten in on the election catalyst of Milei and doubling down in 2025 on Vaca Muerta and transformational privatization to come. You do great work man !
@leandro-a224 күн бұрын
How about the proportion of each stock?
@JackOfBladze15 күн бұрын
Curious why no ASML? Appreciate any thoughts.
@yedid9145 күн бұрын
I'm on it, is a monopoly if goes lower I'll buy a bit more😅
@TickerSymbolYOU5 күн бұрын
ASML is a great company. I just think a lot of the value of their machines is recognized upstream (TSMC, NVDA, etc)
@michaelknight84595 күн бұрын
For software I would switch out Palantir for Salesforce, I like Palantir alot, its just so pricey. I would have like to seen TSM make the list. But overall a very solid list.
@TickerSymbolYOU4 күн бұрын
TSM came close! But I have so many companies that benefit from TSM already it seemed redundant
@broodyking5 күн бұрын
Shots fired with the thumbnails at start 😂
@TickerSymbolYOU5 күн бұрын
😏
@timbelow30255 күн бұрын
First time listener and new subscriber. Fantastic information, the best I have come across without all the fluff. Appreciate the video(s), looking forward to an awesome 2025
@matthewhoward19585 күн бұрын
Where is the talking part about arm? Missed it
@TickerSymbolYOU5 күн бұрын
Didn’t talk about it in this one. I’ll do a separate video covering it!
@matthewhoward19585 күн бұрын
@ sounds good, thanks for the clarification!!
@tinaturner65325 күн бұрын
What about AI energy companies? What do you think? Or would an ETF be better?
@Daretoshi662 күн бұрын
Thank you so much, Alex. I watched this about five times today. There is so much Intel. I believe in your research be great to know allocation between these 10 choices
@theAmateurInvestorstory5 күн бұрын
Another exellent video
@damon2246 күн бұрын
Who or what do you go through to invest in vanguard
@douglassmith94455 күн бұрын
You go through Vanguard to invest in Vanguard
@Tn_jed0012 күн бұрын
2024 AI stocks reminds me a lot of 1999 internet stocks bubble. The QQQ went down 82% from the peak. I sold those stocks hard in late 1999 and I just finished selling the last of my NVDA on Dec 31 after a 14x gain. AI isn’t a bubble but the stocks are.
@aboxintheblack95302 күн бұрын
Yeah this is also what I fear. I just sold my NVDA shares.
@DB-ir8gm4 күн бұрын
Will VGT split?
@redwingstravel5 күн бұрын
Great video. I like the idea of VGT instead of MSFT just do to cost. The rest are rock solid choices.
@mathew8963 күн бұрын
Awesome. Now how so you decide how much money to put into each one each month. ?
@biryeni5 күн бұрын
thank you Alex😊
@TickerSymbolYOU5 күн бұрын
My pleasure!
@eugeniomartineza.78825 күн бұрын
VGT or XLK?
@hamonry-an3216Күн бұрын
Good morning! Sir, do you mind sharing your split percentages?
@dooksan5 күн бұрын
Thank you Ticker Symbol: You! You continue to be one of the best organizations. Thanks for a great year.
@gerryscat5 күн бұрын
Would love to hear your thoughts on Marvell, and if time permits Snowflake
@Joey-yg6vs6 күн бұрын
Thnks for content. Really thought you would have added Micron to your list
@KirbySmith5 күн бұрын
@@Joey-yg6vs the options indicators are there. Everyone is gripping about leadership questions tho.
@jeffcressotti3 күн бұрын
Palantir is my 1 regret since I started trading 5 years ago. I passed on it around the ipo. It’s funny though, the things people say about a company when the price is $8 vs when the companies $80. Same company, different narrative.
@danielrose38125 күн бұрын
What do you think about Block Inc?
@raljix15665 күн бұрын
Some good picks
@dr.lefort15965 күн бұрын
Thoughts on RGTI?
@fredvanbeek48635 күн бұрын
As always a thorough and understandable video. Thanks for helping me to navigate the AI related stock market. I was wondering why ASML or TSMC are not on the list. They seem to me to be the kind of stock that you don’t need to worry whether the hyperscalers will continue to buy Nvidia or will move massively to home developed processors. No matter who wins, we win without getting lucky? Apparently you see things slightly different?
@kevingipson53564 күн бұрын
Agree, TSMC is inextricable to advancements in the AI world and beyond.
@vivianhong6125 күн бұрын
What are your thoughts on Rubrik?
@matthewhoward19585 күн бұрын
Any thoughts/videos on Celestica or Arista networks?
@awoman975021 сағат бұрын
Thanks!
@gilodi71492 күн бұрын
Alex, thank you for your week though and documented 2025 stocks picks. Very interesting
@GlennGraham4 күн бұрын
ARM? That surprised me I would love more details
@heinbouws2 күн бұрын
Hi, why ASML is not in your list?
@TickerSymbolYOU2 күн бұрын
Because I don’t think it’ll do as well as these companies
@PureEvolution4 сағат бұрын
what a great indepth video i myself was heavy in AVGO but since drop back as i seem to see most if not all of these stocks well over valued in a way that makes risk far to great for my blood.. but i do see some of the bigger players turning down on these big ballons that they have become
@kimhinessupernature5 күн бұрын
I appreciate all of the work you've done to gather this information. I know. I do my research as well. I like the VGT ETF idea. Might add that one. Cheers! Happy New Year!
@TickerSymbolYOU4 күн бұрын
Glad it was helpful!
@moonstriker73502 күн бұрын
Nice picks. It's called "trying to ctach a falling knife" :D
@TickerSymbolYOUКүн бұрын
Wouldn’t the knife have to be falling first?
@FighterFlashКүн бұрын
Well the knives are diversified while gravity pulls on them. However there is always the concern that an unforeseen event will cause a rotation in the indexes.
@moonstriker735018 сағат бұрын
@@TickerSymbolYOU Is there any in depth / macro signal that is not pointing towards a recession? Manufacurer's new orders are falling, unemployment is surging, 'smart money' is selling risk for bonds, DXY rising... etcetcetc
@iainw2 күн бұрын
Is there a UK version of VGT?
@ddunvideo5 күн бұрын
Thanks for the insight
@mtmaniacs4 күн бұрын
Alex, Did you sell the stocks you're not investing in this year or still hanging on 3-5 years?
@sentoriannw88155 күн бұрын
Thank you so much. Happy Holidays... 😊 SL from 🇸🇬
@BrownMolly-e6c5 күн бұрын
@@sentoriannw8815 hello 👋
@TickerSymbolYOU5 күн бұрын
Same to you!
@patj93075 күн бұрын
Thanks again Alex. Best for the New Year
@TickerSymbolYOU5 күн бұрын
Same to you!
@Foxy74-p7m6 күн бұрын
And what about POET? For me the only stock who can really explode in 2025. 😊
@1014p4 күн бұрын
You mean the one last checked diving off a cliff.
@jeroenn_3 күн бұрын
@@1014pthats just nonsense...
@cuhrlitosКүн бұрын
Poet too the moon
@ghostwalker89Күн бұрын
Was in everything already (started late last year),for this 2025 list except the last two.
@clydethefriend75 күн бұрын
Not sure who needs this, but Guarded Laws of Money Manifestation is the low-key treasure no one’s talking about.
@silverstreetman5 күн бұрын
@@clydethefriend7 can you please explain a bit more? Thanks
@paav5 күн бұрын
@@silverstreetman It's just a generic bot spam comment. Easy to spot when they are just pushing different products and marketing nonsense not related to the videos in general
@Flamadiddle25 күн бұрын
Good list, but you didn't mention percentage of allocations? or did I miss it? Also, check out FTEC vs. VGT, almost identical holdings but FTEC has slightly lower expense ratio.
@jakubciekot776123 сағат бұрын
I see that the daily trading volume of FTEC is significantly lower if I'm not mistaken this means wider bid ask spread. Considering buing FTEC in order to trade options on it.
@richardbaxter73436 күн бұрын
excellent as always..
@rosswiczer804916 сағат бұрын
Alex, great job you did with the video.. hence, I've subscribed and given you thumbs up.. You may want to consider MRVL and also, a close cousin to VGT might be VUG. VUG may have even done better in '24. Thanks, I'll keep looking for your videos.
@TickerSymbolYOU6 сағат бұрын
Thanks for the solid tips! I’ll take a look at VUG
@amparovale48425 күн бұрын
Love how it's explain 🙏
@TickerSymbolYOU5 күн бұрын
So glad!
@denisefiorito49316 күн бұрын
Alex, did you sell your stake in Marvell ???
@ADaza10155 күн бұрын
Thank you for all info.
@TickerSymbolYOU5 күн бұрын
My pleasure. Thanks for watching.
@Sect10n316 күн бұрын
NVDA already publicly announced in 2024 that they're ready for a major acquisition. Buying Qualcomm perhaps? It allows NVDA to dominate the AI space in both mobile on device & in the data center
@SK1TT7ES6 күн бұрын
😂😂😂
@Sect10n316 күн бұрын
QCOM is 1/25th the size of NVDA NVDA is 100% American, unlike AVGO Only business overlap is laptop CPUs #47 better for M&A
@marcos142235 күн бұрын
It would make some sense, but I dont see China or even the US allowing that merge. Look for small / med cap stock for that, I would say some quantum maybe (IONQ QUBIT or other where nvda has a deal or investmet allready) data center stocks, like NBIS (they will be the first to deploy new blackwell gpus and NVDA has allready invested in them )
@omartaha143725 минут бұрын
Hi, what an amazing video. I just have one question, why isn't Taiwan Semiconductor a part of this portfolio?
@brianhouting50174 күн бұрын
I think you know your stuff about stocks. I will continue listening to your videos. Thank you.
@viperrr68865 күн бұрын
Thanks gonna continue loading up on these stocks.
@iuordanmatkov2614 сағат бұрын
What are the best strategies to protect my portfolio? I've heard that a downturn will devastate the financial market, so I'm concerned about my $200k stock portfolio..
@MonaghanMLOUISE4 сағат бұрын
There are strategies that could be put in place for solid gains regardless of economy situation, but such execution is usually carried out by an investment specialist.
@McKnightCutkosky4 сағат бұрын
No doubt, having the right plan is invaluable, my portfolio is well-matched for every season of the market and recently hit 100% rise from early last year. I and my CFP are working on a 7 figure ballpark goal, tho this could take till Q3 this year.N
@GeorgeWilliamSinclair4 сағат бұрын
glad to have stumbled on this comment, please who is the consultant that assist you and if you don't mind, how do I get in touch with them?
@McKnightCutkosky4 сағат бұрын
I'd say a little due diligence on "Abigail Ann Ryan" truly exceptional.. see if she is suitable with your goals.
@lihuabenchen4 сағат бұрын
I just googled her and I'm really impressed with her credentials; I reached out to her since I need all the assistance I can get.
@natemiller336 күн бұрын
Why VGT (0.1% expense ratio) over SCHG (0.04% expense ratio)?
@SSSocials5 күн бұрын
Schg is not just Tech , it is for Growth in all Industry Sectors, Tech is a dominant one of course just like sp500
@anssha26433 күн бұрын
Subscribed. Thanks for explaining why behind your picks. Many other accounts simply don’t bother to tell why and it makes investing gambling
@ggaurav5 күн бұрын
Hi Alex - Thank you for another high quality informational video. Appreciate it.
@run-for-it3 күн бұрын
Interesing video, I learned a lot
@weho_brian3 күн бұрын
I like your portfolio, only thing you are missing is TSLA 🙂 (and maybe TSM)
@nurenislam54424 күн бұрын
Is there a equivalent etf to VGT for Europe
@cheesetouch1016 сағат бұрын
Isn't having VGT and all of the other companies which would appear in that fund just overlapping?
@nofearman9014Күн бұрын
Do you have any recommendations for companies that manufacturers advanced interconnect PCB for AI related?
@almadesaudade5 күн бұрын
Pura Vida from Costa Rica and thank YOU for the list, it gave me some great ideas! What do you think of Fidelity's FTEC? is much cheaper than VGT with a lower expense ratio as well
@livefree2235 күн бұрын
FTEC is a wonderful tech ETF.
@mathew8963 күн бұрын
Great video. Thank you.
@ImylarHastros5 күн бұрын
What of Ai energy companies?
@flingwings40705 күн бұрын
OKLO
@alexmachell586822 сағат бұрын
So sad that trading 212 won’t let you buy VGT its on view only mode