下一波大趨勢是什麼?機會在這?如何投資手上的錢?學會你就贏了!千萬不要錯過了!
Summary
TLDRThe video discusses the current AI stock market, addressing skepticism about AI's potential and its impact on companies like Nvidia and SMCI. It explores the technological revolution's sector rotation, analyzing past and future AI stock trends through fundamental and technical analysis. The presenter shares insights on identifying profitable AI stocks, cautioning viewers about the bubble risk and advising on strategic investment timing.
Takeaways
- 📈 U.S. stock indexes are reaching record highs, reflecting a bullish market sentiment.
- 🧠 ChatGPT's CEO has proclaimed the dawn of the Intelligent Age, with AI advancements leading to new market opportunities.
- 📊 Despite the hype, some are skeptical about AI's real-world impact, viewing it as a potentially overhyped bubble.
- 💹 The speaker discusses the performance of AI-related stocks like Nvidia, SMCI, and Micron Technology, noting that not all have seen significant gains.
- 🔄 The concept of sector rotation is introduced, explaining the shift in investment focus from hardware to software and other sectors within the tech revolution.
- 🔍 Nvidia's early success is attributed to its role in providing essential hardware for the emerging AI market.
- 📊 Technical analysis is highlighted as a tool for predicting stock movements, with specific examples given for Nvidia and SMCI.
- 🔮 The video suggests that the market is transitioning into the second wave of AI, with a focus on software and power-related stocks.
- 💡 The importance of understanding market fundamentals and technical aspects is emphasized for making informed investment decisions.
- 💸 The speaker shares personal investment experiences and offers a technical analysis course for viewers interested in learning more about stock market strategies.
Q & A
What is the current sentiment towards AI in the stock market according to the transcript?
-The sentiment towards AI in the stock market is mixed. While some see AI as a powerful force driving stock indexes to new highs, others view it as a deceptive bubble that is bound to burst.
Why are some people skeptical about AI stocks despite their performance?
-Some people are skeptical about AI stocks because they believe that the high valuations are not justified and that the technology is overhyped, leading to a potential bubble.
What is the significance of the ChatGPT o1's IQ surpassing the average human level mentioned in the transcript?
-The ChatGPT o1's IQ surpassing the average human level signifies a milestone in AI development, suggesting that AI is becoming more advanced and capable of complex tasks, which could have significant implications for various industries.
What does the transcript suggest about the performance of Nvidia, SMCI, and Micron Technology stocks?
-The transcript implies that despite the overall bullish trend in the stock market, stocks like Nvidia, SMCI, and Micron Technology, which are associated with AI, have not performed as strongly as expected, leading to some investors experiencing losses.
What is the concept of 'fund rotation' mentioned in the transcript, and how does it relate to AI stocks?
-Fund rotation refers to the movement of investment funds from one sector to another over time. In the context of AI stocks, it suggests that after an initial surge in hardware-related stocks, the focus is shifting to other sectors that will benefit from the AI revolution, such as software and power supply companies.
According to the transcript, which stocks are considered to be the first wave beneficiaries of the AI technological revolution?
-The first wave beneficiaries of the AI technological revolution, as mentioned in the transcript, are hardware-related companies like Nvidia, SMCI, and Micron Technology, which supply essential components for AI data centers.
What technical analysis patterns are discussed in the transcript in relation to Nvidia and SMCI stocks?
-The transcript discusses the 'narrowing volatility' pattern for Nvidia and the 'crocodile's mouth method' for SMCI, both of which are technical analysis tools used to predict stock price movements.
What is the role of ServiceNow in the second wave of AI stocks according to the transcript?
-ServiceNow is highlighted as a company that provides digital workflow products to help enterprises with digital transformation. It is considered a beneficiary of the second wave of AI stocks, which focuses on software and services that leverage AI technology.
How does the transcript analyze the potential of Palantir as an AI application company?
-The transcript analyzes Palantir as a company with strong fundamentals and growth, capable of turning losses into profits, indicating its ability to apply AI technology to generate revenue and justify its valuation.
What advice does the transcript give regarding investment in AI stocks?
-The transcript advises investors to understand the flow of funds and follow the rotation of sectors benefiting from the technological revolution. It also emphasizes the importance of technical analysis to identify opportunities and potential turning points in the stock market.
What is the importance of the three-mile island nuclear power plant restart mentioned in the transcript?
-The restart of the three-mile island nuclear power plant signifies the increasing demand for power to support AI data centers. It also highlights the potential growth in the power sector as AI technology continues to advance and require more energy.
Outlines
📈 AI Stocks and Market Analysis
The paragraph discusses the current state of AI in the stock market, highlighting that despite AI's significant advancements, with ChatGPT's IQ surpassing human averages, there is skepticism about its impact on stock performance. It mentions specific stocks like Nvidia, SMCI, and Micron Technology, which are not performing as expected despite the hype. The speaker introduces the concept of sector rotation in technological revolutions, explaining how hardware stocks like Nvidia initially benefit, followed by software and power-related stocks. The paragraph also includes a technical analysis of Nvidia and SMCI, indicating how their stock price movements can be predicted and capitalized upon. The speaker emphasizes the importance of understanding both fundamental and technical analysis to make informed investment decisions in the evolving AI market.
💡 AI's Impact on Software and Power Stocks
This paragraph delves into the second wave of AI's impact on the stock market, focusing on software and power stocks. It mentions ServiceNow, a company providing digital workflow products, which is part of the second wave benefiting from AI's growth. The speaker also discusses the significant power demand for AI data centers, exemplified by the restart of a nuclear power plant and a power purchase agreement with Microsoft. The paragraph touches on the broader market's rotation towards software and power stocks, using technical analysis to track fund flows. It contrasts the performance of ServiceNow with hardware stocks like Nvidia and SMCI, noting the divergence in their stock price trends. The speaker concludes by emphasizing the importance of following the market's fund flows and understanding the application of AI in companies to make profitable investments.
Mindmap
Keywords
💡U.S. stock indexes
💡ChatGPT
💡Intelligent Age
💡IQ
💡AI bubble
💡Nvidia
💡SMCI
💡Fund rotation
💡Technical analysis
💡ServiceNow
💡Bubble bursting
Highlights
Two U.S. stock indexes hit record highs.
ChatGPT CEO declares the arrival of the Intelligent Age with AI surpassing human IQ.
Despite AI advancements, skepticism remains with some viewing it as a 'century bubble'.
Stocks like Nvidia and SMCI are not performing as expected, leading to financial losses for some investors.
The video promises an in-depth analysis of the stock market, AI's current status, and future opportunities.
Indices are hitting all-time highs, but past strong AI stocks like Nvidia and Micron Technology are not following suit.
Fund rotation and the concept of sectors benefiting from technological revolutions are discussed.
Nvidia's surge was predicted in early 2022 due to the birth of a technological revolution.
Hardware sectors like Nvidia and SMCI are the first to benefit from technological advancements.
Technical analysis shows a pattern of narrowing volatility in Nvidia's stock, indicating a potential breakout.
SMCI's stock showed a converging moving average, signaling a surge in the stock price.
The second wave of AI's technological revolution is expected to benefit software and electricity industries.
ServiceNow, a digital workflow product provider, is highlighted as a beneficiary of the second wave of AI.
The demand for electricity in supporting AI is underscored by the restart of a nuclear power plant and a power purchase agreement with Microsoft.
Financial tycoon Soros comments on the 'bubble' nature of the stock market and the importance of profiting from it.
Investors are selective, seeking companies that can truly apply AI to generate profits.
Examples of UiPath and Palantir illustrate the difference between companies with strong AI applications and those that struggle.
The importance of understanding fund flows and following large household investments in the stock market is emphasized.
The presenter offers a technical analysis course and encourages viewers to subscribe for more financial insights.
Transcripts
Wow, two U.S. stock indexes
Another record high
CEO of ChatGPT
Recently he came out to speak again
Now is the era of intelligence
The Intelligent Age Arrives
The latest ChatGPT o1
IQ has surpassed the average level of human beings
reached an unprecedented all-time high
But why are so many people still complaining?
AI is deceptive
It’s basically a big bubble of a century.
AI is so powerful
Indexes are hitting all-time highs
Why I bought the stock
What Nvidia?
SMCI, it doesn’t go up very much.
They are all losing money
AI must be lying
This bubble is definitely about to burst.
So today’s video is very important
Whether you buy Nvidia, SMCI
Or AI stocks like Micron Technology?
Or did you buy the right other stocks?
Make a lot of money now
After watching today’s video
I also believe you will get value too
I will look at fundamentals and technical aspects
Two levels and angles
In-depth analysis of the stock market
and the current status of AI
and what opportunities are there in the future?
What should we pay attention to?
Everyone, please remember to stay until the end.
So first of all
Why indices are hitting all-time highs
But the strong one before
Nvidia, SMCI, Micron Technology
None of these AI stocks are going up very much.
Some people even buy at high prices
I hurt those people and they are still losing money now.
In fact, this also involves a fund rotation.
The concept of rotation of sectors benefiting from technological revolution
Looking at Nvidia’s surge from fundamental analysis
Chief PaPa back in early 2022
It has been predicted in advance
At that time, Nvidia had not yet split its shares.
Its stock price is just over $200
Because of the birth of a technological revolution
Which sector will benefit first?
It must be some hardware part
Whether it was the steam textile technology revolution of 1782
James Watt and Company
Or was it the railroad era of 1860?
United States Steel Corporation
Benefit forever from the first wave of making money
It’s also a hardware sector
It was like this before
This is also the case now
So Nvidia, SMCI
These shovel hardware vendors could benefit
In fact, it can be predicted
Because those companies
It requires purchasing a lot of parts
To create data centers for AI
Such as chips, cooling systems, etc.
So related hardware stocks
It has also increased a lot in the past.
For example, Nvidia, TSMC, VRT, etc.
After that came the second wave of stocks that benefited
That is, besides software and chips
resources needed
We have also told you in advance
Do you still have any impressions?
Or is there a video that you haven’t watched?
At that time we talked about
After the chip is missing, there will be a power shortage
At that time, Musk
It can also be predicted in advance
There is a situation like this now
Because everyone needs to understand
Funds will not stay there forever
in a certain section
at different times
funds on the market
It will also flow naturally to
on different theme sections
According to the rotation logic of sectors benefiting from the technological revolution
Natural
We can also predict
Rise in software, electricity and other industries
Then let’s combine technical analysis immediately
Let's disassemble it
The first wave of AI’s technological revolution
Beneficiary stocks
The first stock is Nvidia
On August 24, 2023
In fact, it has already appeared
A pattern of narrowing volatility
Then on January 8, 2024
Officially breaking through
Let’s use technical analysis to see
It can be completely captured
In my latest technical analysis course
There are also detailed explanations
GMT classmates at that time
It can also be grasped
Next let’s look at the second stock SMCI
On December 29, 2023
At that time, we did a study at GMT
I use the "crocodile's mouth method" as a technical analysis tool
Help me see that its moving averages are converging
So I told my classmates at that time
Everyone must pay close attention to
Be prepared for a surge signal to appear at any time
The result is this stock price
The subsequent trend increased several times
These are two of the stocks
through technical analysis
To capture and analyze
Stocks that benefited from the first wave of AI
What will happen to us next?
It can be seen through technical analysis
The first wave
We are gradually entering the second wave.
Then we go back to June 21, 2024
At that time I observed
Many semiconductor stocks
These are all signs of the yin and yang candlesticks.
This signal appeared when it was at a high level
That means
There is a high probability that there will be a turning point
The stock price is likely to reach a peak
In addition, I looked at it based on the situation of the general market at that time.
The city width is very poor
Funds are also being withdrawn from stocks that were strong in the past.
So at this time
If I have basic analytical thinking
Combined with technical analysis
To gain insight into the flow of funds from large households
It allows me to buy low and sell high
Feel free to enjoy the rising waves
So how did I see it?
Funds are flowing into the software
Among these second waves of AI
What are the stocks that benefited?
On July 26, 2024
At that time I saw
ServiceNow the stock
It was officially broken out on the weekly chart
You can take a look
At the same time, Nvidia and SMCI
How These AI Hardware Stocks Are Trending
Let's take it with ServiceNow
as a comparison
One is upward
One is downward
So here is a brief introduction
ServiceNow is actually a
Companies that provide digital workflow products
To help enterprises achieve digital transformation
and IT services company
What about now?
Companies among the Forbes 500 in the United States
More than 85% of companies
Everyone is using ServiceNow products
To put it simply, it is the second wave
Software stocks in the AI wave
Then there are the things we mentioned before
AI power demand
on last friday
CEG, a nuclear power plant in the United States, also announced
it will restart the three mile island nuclear power plant
And we also signed a contract with Microsoft
20-year power purchase agreement
We can also see from this piece of news
Building a data center
and when supporting artificial intelligence
How huge is the demand for electricity?
On that day CEG’s share price
It also increased by more than 20%
Other related power companies
There is also a very strong growth
So we can use technical analysis
You can know that the funds have flowed to
The Second Wave of AI
The stocks that benefited
Then go back to
On the question of whether AI is a bubble?
Financial tycoon Soros has said that
In fact, in the stock market
most of the time
They are all in a bubble
So the point is not to say
Is this a bubble?
But how can we
Follow this bubble and profit from it
And when the bubble finally bursts
Able to leave in a timely manner
It is true that investors in the market
He also has the same doubts as we do
So we can see
investors in the market
when making a decision
I will also be very selective.
They want to see a company
can truly
Apply AI to make money
It's not just a matter of time
Then let me give you two examples right away.
The first example is UiPath
What about this company?
It was once touted by many people
Including Cathie Wood (Wood)
Her fund also bought into the company
Later we can see
UiPath it is growing slower
and lowered its growth forecast.
It was also a series of losses.
Investors also withdrew their funds in large sums
Because they can't see UiPath
it has enough strength
Just a concept
but may not be able to be truly applied
AI to make money
What about another example?
Palantir
We can see Palantir
It is also an AI application company
And it has very strong fundamentals
and a growth
and in the past two years
Able to turn losses into profits
You can also see the market
The potential of this company
And you can also see this company
It is the ability to truly use AI to make profits
So Palantir’s share price
It has indeed increased a lot in the past.
Then I myself went there too
I have been researching Palantir
And also recently through technical analysis
Bought Palantir
So you have to survive in the stock market
And tips for making money
That is, we need to know the flow of funds from large households
We will follow them wherever they go.
Otherwise we will become part of the market
A leek who was cut after realizing it
So for hope
Everyone can make money together in the stock market
I put my investment experience in the past 10 years
Summarized into a set of technical analysis courses
If interested
You can click on the link in the information column below
Also, please remember to subscribe to our channel
Because we will talk about it later
This time the U.S. cuts interest rates by two cents
Is there really something wrong with the economy?
And before the U.S. presidential election
How can we deploy in advance?
To seize the opportunity
If you think this video today is valuable,
Please remember to like and share
You can also leave us a message
What topics are you interested in?
Then see you in the next video
تصفح المزيد من مقاطع الفيديو ذات الصلة
Are We in an AI Bubble?
7 Stocks With Cosmic Potential - MOON SHOTS - Millionaire Maker
NVDA | This Is Where I’m Buying!
美股下周牛熊分界?特斯拉震荡继续?英伟达王者归来?科技股走势一览【美股直通车】2024.08.25 #sam谈美股 #美股分析 #tsla #nvda #特斯拉 #英伟达
Stocks for the week: August 4th Week | 2024 | Vijay Thakkar
AI ALTCOINS To BUY NOW - My Top AI Crypto Picks For Alt Coin Season!
5.0 / 5 (0 votes)