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NVDA vs AMD vs INTC in AI, results will follow the GPU wars. NVDA will own the top end and most of the profit, followed by AMD in distant second, then INTC with the scraps ( integrated graphics ).

I hope this works out for those of you who bought SMCI but to me they are just a system integrator. What is it you guys see that makes them any different to the likes of Dell or HP?

Still waiting to get a good opportunity to get in :(

another scamming platform ?

Plug power😊

It's been dumping and pumping in this range for ages! It's technically just going sideways, sideways means generally stagnant. More emphasis should be put into day trading, as it less affected by the unpredictable nature of the market. Trading has been going smooth for me as I managed to grow a nest egg of around 100k to a decent 732k in the space of a few months... I'm especially grateful to Kerrie Farrell, whose deep expertise and traditional trading acumen have been invaluable in this challenging, ever-evolving financial landscape...

Thank you and have a nice weekend professor Parkev Tatevosian!

Silver seems to be on the move recently and SLV seems to make sense to me !Any thoughts you may have would be great .

May I please know your thoughts on EXAS stock? Thanks in advance.

Great video! Thanks for sharing 👍

The issues surrounding Chinese stocks have not gone away. The U.S. military says that China WILL invade Taiwan, and if that happens, your investment could be worthless. Also, this is a communist country. They have already demonstrated that they are not afraid to crack down with regulations for Common Prosperity. Also, these ADRs are not actually stock. They are a claim to the revenue stream, but China could legally rescind the rights of holders. Keep in mind that you are investing in a country that is an enemy to the U.S. Look at what happened to U.S. investors who invested in Russia. They lost their entire investment. There is a reason these shares trade at low multiples. Stick with allies to the U.S. if you are in the U.S.

Thanks for the analysis and deep dive. Do you recommend buy? and what is the good price range?

Problem with Palantir many have said is the weighting of its government contracts. What's your take on this in terms of its growth prospect generally?

DELL should squash them. They are negative cash flow. Lower margin this year(15%) than last year (17.5%). Big compensation. Raise cash through shareholders. Big inventory and already raised cash 3 times in less than 6 months. One was raised in December. Still trying to grow market share when poor cash & huge competitors with rich cash. Spending like crazy on year over year. Not good combinations. Etc. Etc. Etc.

I just got the SOFI credit card, took 2 attempts for them to approve me and my credit is in the mid 700s. They got damn good and fast customer service as well, the only thing that still needs some work is their investment platform. It works but it can use some improvements in it's appearance and features, hopefully this will improve in the near future.

Truckers reviews are good. I got in heavey at .58 and road it up to 3.50...Currently holding 2500 shares for free and Im not selling!!! BLACKROCK and other instatutions are bagholding and so am I.

Thanks!

Hello and thanks for the video, I own UBER shares and as of now I continue to own but you talked about TAKE RATE and I think LYFT has a much higher TAKE RATE than UBER

Hello from Slovenia. I follow you regularly, and you are extremely professional in your analyses. Please stay the same in the future.

Any chance you do a TSMC update in 3 weeks after they report their monthly

I was totally expecting this POS stock to fall like a rock, i.e., a piss poor quarter saved by a humongous buyback. Word to the wise . . . no innovation, poor sales in China, zero details on AI, tells me one thing - this stock WILL fall significantly, as buybacks will eventually also fail too.

Maybe WBD next ?

Can I buy Palantir??😮

Lot of respect for Parkev for your detail analysis.

Investors think that Stock based compensation is a bad thing because it dilutes their shares, but in reality, it is a good thing because now the employees are motivated to make the company successful in order for everybody's shares to go up in value. Palantir is wise to hold on to their cash, earn 5 percent, and reward employees with shares, if the shares go down employees are long term holders, employes work harder, if the shares go up, employees work harder and on paper they are successful. Plus when Palantir eventually gets around to purchasing their shares back, they will get a bigger bump in the share price then they would have gotten if they had distributed the money as a dividend. Arm Holdings is a good company, but chip manufacturing is very expensive, and ARM has a lot of competition, somebody is going to lose in the Semiconductor sector over the next 10 years and that somebody will lose big. I don't know if it will be ARM, Intel, TSMC, or somebody else, but there are a lot of new technologies for manufacturing chips and a lot of new materials, graphene, photonics, bio-chips, quantum one of these technologies will hit and it will be all over for whoever cannot pivot fast enough. Software is different and right now it looks like Palantir may be the disruptor, Google is not worrying about ARM; Google is worrying about Chat-GPT, and both Google and Microsoft are worrying about Palantir.

i have both but my ARM position is 5x the size of palantir. Mostly because i I dont know what the heck Palantir actually does

One of the best i do It was subscribe to your channel Apprecitae sir

Good company to own around $500

i like the FFIE stock right now

Sounds like there's still growth in the Apple orchard. I have yet to harvest but it's getting tempting with a 650% gain on paper. Offsets some of my big losses.

Thank you Parkev for covering SoFi with this video! Please keep doing SoFi videos...

Thanks for the amazing analysis. Can you please analyze QCOM as well

hi boss. I like to kindly ask for more forcast videos

Parkev I have all my stock chips into Nvidia 3,249 shares. Can't wait to see what happens after the earnings call Wednesday. Boom or bust baby ! Lol ❤😂🎉

I’ve been maintaining a position in PLTR since it was trading at $7, and thinking of getting into ARM. With NVDA’s earnings coming up, do you think companies associated with it like ARM, VRT and TSM might see a bump as well?

Thank you for continuing to update on this specific stock I'm very heavy in sofi And believe In the management I think the future looks good for the company long term anyway. Any thoughts on nerdy?

I own a large position in terms of % of my portfolio. If you could comment on these items I would appreciate it. *Sofi is granting substation RSU'S to employees. Are they granting more than most growth companies? Should we worry about this? *I saw a stat that they are losing around $40k per employee. Is this normal or out of line *the debt conversion diluted shareholders. I get why they did it but in general, do you think this is a trend in terms of management being willing to dilute shareholder value as a normal biz practice? Do you weigh these items in your evaluation of the stock. Love your work and thank you!

If PLTR slows down stock based compensation ( pays cash, they have a lot). Dilution will slow down as well. Things might change. Thanks for the another awesome video.

This company is a mess

HOW DO YOU SEE BLINK CHARGING AS A FUTURE INVESTMENT?

I like the current price of Palantir for my budget, plus it seems more talked about..

I really appreciate your hard work to bring deep analysis to us. Thanks for the video. I am long

it is impressive - you must not sleep .... how do you do so much work?

PLTR 🎉🇺🇸🚀

I do not want to buy either one , Don't understand EV demands yet. Thanks for the video

SOFI just upped my credit and told me exactly why. I watched in real-time the payoff of my loan balance as the numbers flipped from my checking account to my credit account ... INSTANTLY. If you want SOFI to grow then open up at least three accounts ... Checking, Credit and Invest!

I think they are on the strong footing but need to be careful. There are going to be ups and down along the way but good long term stock I am long. Thanks for the video

DIS analysis please before earnings..

Really good to know, many thanks for your explanation

In Marin County, Rivian’s are everywhere. Rarely do I see a Lucid. I don’t think this is going to change. Saudi $ is the only reason why Lucid can keep going. Rivian will win.