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MRVL stock is a play on the growth of AI data centers, at least according to SPEAR research. So, why are Marvell's revenues falling, and how much data center exposure do you actually get with an investment in MRVL? Today's Marvell Technologies stock analysis dives into Marvell's segments which include data center, enterprise, and automotive, to see whether this makes a compelling data center stock to buy, or a broadly diversified technology company trying to pivot into the "next big thing".
Stay informed with our free disruptive technology investing newsletter, Nanalyze Weekly. Sign up now at https://www.nanalyze.com/nanalyze-weekly/. This episode is pulled from a YouTube presentation. View the original presentation at https://youtu.be/nURiKHMKzk0.
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Diversification is a crucial part of any portfolio. One of the most neglected types of diversification is international diversification, or owning stocks from multiple countries to eliminate country-specific risks. That's one of the reasons we created our Quantigence International Dividend Champions Report. It also helps our friends overseas who might find U.S. stock investing to be inefficient from a taxation perspective.In this video, we'll talk about the 5 top dividend stocks in Europe, each with a track record of 25 years or more of consistent dividend growth.
Stay informed with our free disruptive technology investing newsletter, Nanalyze Weekly. Sign up now at https://www.nanalyze.com/nanalyze-weekly/. This episode is pulled from a YouTube presentation. View the original presentation at https://youtu.be/Tf8qnVnqUSY.
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Saknas det avsnitt?
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UBTech may be the only publicly traded pure-play humanoid robot stock out there currently. Sure, there's Tesla with their Optimus robot, but they're hardly a pure-play. UBTech operates in four industries: education, consumer, smart appliances, and sector-tailored smart robotic solutions. We're most interested in the latter. The company's "Walker" humanoid robot should be quite impressive after 6 years and $1B of research and development. However, the revenues are only starting to trickle in, with humanoid robots only making up around 2% of the company's revenues. UBTech also appears significantly overvalued based on our simple valuation ratio.
Stay informed with our free disruptive technology investing newsletter, Nanalyze Weekly. Sign up now at https://www.nanalyze.com/nanalyze-weekly/. This episode is pulled from a YouTube presentation. View the original presentation at https://youtu.be/FLHLSMJpxG8.
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MO stock has been rising in popularity lately due to their juicy 8% dividend yield. Since part of our strategy here at Nanalyze inlcudes dividend growth investing, our subscribers have asked us to take a look at Altria stock and share our thoughts. One thing we've learned about high dividend yields over the years is that they're often unsustainable. Rather than seeing an 8% yield as appealing, we see it as a red flag. With Altria, their share price has remained relatively flat over the past 5 years, perhaps due to their history of unsuccessful acquisitions as well as a general trend of declining smoke rate in the U.S., Altria's main market. If you're wondering whether Altria is a good dividend stock to buy, you're in the right place.
Stay informed with our free disruptive technology investing newsletter, Nanalyze Weekly. Sign up now at https://www.nanalyze.com/nanalyze-weekly/. This episode is pulled from a YouTube presentation. View the original presentation at https://youtu.be/l6CGL_9lvdI.
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AI stocks are still a hot topic of conversation in the investing community, leaving many investors to start seeing all kinds of things as "AI plays". One "AI play" that most people may not have considered would be copper. While copper is currently seeing soaring prices due to increased demand for clean energy and EVs, it's also being used in cabling and other critical infrastructure for AI data centers. If this sounds interesting to you, you'll want to watch this video as we discuss the various ways to invest in copper for retail investors.
Stay informed with our free disruptive technology investing newsletter, Nanalyze Weekly. Sign up now at https://www.nanalyze.com/nanalyze-weekly/. This episode is pulled from a YouTube presentation. View the original presentation at https://youtu.be/Hf9J0r4VeG4.
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ANET stock has handily outperformed the market since its IPO nearly a decade ago, rising over 2,100% versus a NASDAQ return of just 287%. Arista Networks $ANET has been slowly stealing market share from Cisco $CSCO in the high bandwidth ethernet cable market which has been seeing increased demand due to the rise of generative AI. So, is Arista Networks stock a buy? In this video, we'll talk about the competition, the market size, and the NVIDIA elephant in the room so you can decide for yourself.
Stay informed with our free disruptive technology investing newsletter, Nanalyze Weekly. Sign up now at https://www.nanalyze.com/nanalyze-weekly/. This episode is pulled from a YouTube presentation. View the original presentation at https://youtu.be/kXQX5kRq24I.
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"Retire early" is likely a goal most people have. Why? For most, working is a burden and they're looking forward to that mystical time where they can do what they want. So, how do we get there? If you ask most financial advisors, they'll tell you the best retirement drawdown strategy is The 4% Rule. The 4% Rule is a nearly guaranteed way to avoid running out of money in retirement. However, we've found a better way. Watch this video and see our modified 4% rule with income that grows over time.
Stay informed with our free disruptive technology investing newsletter, Nanalyze Weekly. Sign up now at https://www.nanalyze.com/nanalyze-weekly/. This episode is pulled from a YouTube presentation. View the original presentation at https://youtu.be/uLvl-rncCAE.
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Data centers are a natural way to play the AI theme. AI algos are only as good as the data you feed them, so it's no surprise that AI data centers have been a hot topic in the investment community lately. Using research from a firm called SPEAR Invest, we've identified 37 stocks that stand to benefit from the growing demand for data centers. Obviously there are chipmakers like NVIDIA and AMD, but there are many other areas of investment to watch inside and outside the rack, from HBM to OSAT to Networking. Confused? Watch the video!
Stay informed with our free disruptive technology investing newsletter, Nanalyze Weekly. Sign up now at https://www.nanalyze.com/nanalyze-weekly/. This episode is pulled from a YouTube presentation. View the original presentation at https://youtu.be/hRR1dAAJypM.
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SPY and QQQ ETFs aren't actually all that different. With 8 of the same top 10 holdings, there's a lot of overlap between these two ETFs. We're here today to clear up the differences between SPY and QQQ and see which ETF is best. We're also here to shed light on some things investors may not know about these ETFs. For example, while most people think QQQ is a collection of tech stocks, it's only about 50% of technology. Also, the S&P 500 isn't really just a collection of the 500 largest stocks in the U.S. Have we piqued your interest? Go watch the video!
Stay informed with our free disruptive technology investing newsletter, Nanalyze Weekly. Sign up now at https://www.nanalyze.com/nanalyze-weekly/. This episode is pulled from a YouTube presentation. View the original presentation at https://youtu.be/J4a9JvhcH30.
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Want to retire in 20 years? Here's how. It doesn't require very much thought, all it takes is time. It starts with investing early and often. What do you invest in? You have some options. You can pick an index fund ETF like SPY, which tracks the S&P 500. You could invest in a portfolio of dividend growth stocks, such as our Quantigence strategy. Or, you could use John Bogle's "three-fund portfolio" approach. What you invest in doesn't matter as much as being consistent. If you can manage to sock away $1,000 per month for 20 years, you'll likely become a millionaire without even thinking about it.
Stay informed with our free disruptive technology investing newsletter, Nanalyze Weekly. Sign up now at https://www.nanalyze.com/nanalyze-weekly/. This episode is pulled from a YouTube presentation. View the original presentation at https://youtu.be/w2_NuNj8sOo.
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AI stocks are still taking the world by storm, so when an "AI stock" has an IPO, we're bound to cover it. Tempus is a precision medicine startup seeking $100M in an IPO that could launch this year. The proposed IPO valuation will be around $8 billion. Tempus calls itself an AI stock because it is one. The company leverages AI and data to improve healthcare. Tempus's technology can help with predicting treatment effectiveness, identifying clinical trials, and making informed treatment decisions. Watch our video to see our thoughts on Tempus and the current AI hype.
Stay informed with our free disruptive technology investing newsletter, Nanalyze Weekly. Sign up now at https://www.nanalyze.com/nanalyze-weekly/. This episode is pulled from a YouTube presentation. View the original presentation at https://youtu.be/VbUh2_3D9dE.
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Illinois Tool Works stock is a prime example of how a "boring" company can be anything but. ITW stock has quietly outperformed the market over the past 30 years due in part to their impressive track record of dividend growth - 59 years to be exact. That's as old as Dr. Dre.This video will talk about the importance of dividend growth in total return, and how you shouldn't discredit companies that have a low yield. The most important thing to look for is a consistent track record of dividend growth. Yield will fluctuate, but growth will remain.
Stay informed with our free disruptive technology investing newsletter, Nanalyze Weekly. Sign up now at https://www.nanalyze.com/nanalyze-weekly/. This episode is pulled from a YouTube presentation. View the original presentation at https://youtu.be/7lGqtEGMfYs.
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AVGO stock has been on a tear, rising 104% in the past year versus a NASDAQ return of just 34%. However, writers at Silicon Angle seem to think Broadcom stock's massive rally is just getting started. Could Broadcom stock be the next NVIDIA? Trick question. The next NVIDIA is NVIDIA. However, the "other" NVIDIA may just be Broadcom, the only other company that operates in internal and scaled networking across switches. Broadcom and NVIDIA are essentially a duopoly in this space.
Stay informed with our free disruptive technology investing newsletter, Nanalyze Weekly. Sign up now at https://www.nanalyze.com/nanalyze-weekly/. This episode is pulled from a YouTube presentation. View the original presentation at https://youtu.be/x0Tu4hRlaQc.
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If you could only hold one ETF for the next 20 years, what ETF would it be? Today, we'll help you pick the absolute best ETF to get exposure to as much of the investible universe as possible at a reasonable price. We believe the best one-ETF portfolio would be a fund that tracks the MSCI ACWI index, has low fees, and manages a large amount of AUM. The "best" single ETF, in our research would be the Vanguard Total World Stock Index Fund or VT. This ETF checks all our boxes and would be the one we'd be holding for the next 20 years if we could only select one ETF. What would you pick?
Stay informed with our free disruptive technology investing newsletter, Nanalyze Weekly. Sign up now at https://www.nanalyze.com/nanalyze-weekly/. This episode is pulled from a YouTube presentation. View the original presentation at https://youtu.be/D45ioke9VCU.
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NVIDIA stock has been rallying on data center demand, but what's next? Can NVIDIA DRIVE become the recurring revenue source that NVIDIA so desperately needs? We think it's possible.The autonomy thesis is easy to understand. Most of the time, your car sits there doing nothing. What if it could go run errands for you, or work part-time for Uber? There is plenty of economic potential to be unlocked via autonomous vehicles, and NVIDIA hopes to capitalize on this with their new Thor superchip.
Stay informed with our free disruptive technology investing newsletter, Nanalyze Weekly. Sign up now at https://www.nanalyze.com/nanalyze-weekly/. This episode is pulled from a YouTube presentation. View the original presentation at https://youtu.be/dDe4-EAViZY.
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Parker-Hannifin stock is the type of "boring" stock that has quietly beat the market over the past two decades. It's also one of our largest dividend stock positions. Today we'll talk about PH stock, how they've managed to increase their dividend for 68 years in a row, and what exactly it is they do.Investors today are hyper-focused on exciting growth stocks, which is all well and good, but it often means stocks like PH fly under the radar, despite being wonderful companies. Let's shed some light on this little-known dividend king.
Stay informed with our free disruptive technology investing newsletter, Nanalyze Weekly. Sign up now at https://www.nanalyze.com/nanalyze-weekly/. This episode is pulled from a YouTube presentation. View the original presentation at https://youtu.be/kzbCIl0Z0Eo.
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ZK stock begins trading today on the New York Stock Exchange. While the valuation certainly seems reasonable at first glance, there are a few hidden risks to consider before investing in Zeekr stock. The first is the fact that investors of ZK don't actually have any legal ownership in Zeekr, rather they own shares of a Cayman Islands holding company. Also, while Zeekr's growth is impressive, they are still only selling 5% of the amount of vehicles that BYD is selling. We'd likely opt to invest in the leader which would be BYD.
Stay informed with our free disruptive technology investing newsletter, Nanalyze Weekly. Sign up now at https://www.nanalyze.com/nanalyze-weekly/. This episode is pulled from a YouTube presentation. View the original presentation at https://youtu.be/QAwC-2n5tS4.
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AI data centers are a blossoming investment theme, with GlobalX even renaming their "VPN" ETF to "DTCR". So, how can you profit off the growth of AI data centers?In this video, we analyze two different data center ETFs: the iShares U.S. Digital Infrastructure and Real Estate ETF $IDGT and the GlobalX Data Center & Digital Infrastructure ETF $DTCR. We'll discuss the top four holdings, which are the same for both, as well as a couple of names that are mysteriously absent from both ETFs: Dell $DELL and Vertiv $VRT.
Stay informed with our free disruptive technology investing newsletter, Nanalyze Weekly. Sign up now at https://www.nanalyze.com/nanalyze-weekly/. This episode is pulled from a YouTube presentation. View the original presentation at https://youtu.be/K0k35C2D-_4.
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Walmart stock has not only paid but increased their dividend for 51 years in a row. That kind of track record is impressive, and it's a reason we're invested in WMT stock. While their dividend growth rate has been lackluster recently, we expect that to change as investments in technology help Walmart realize significant cost savings which can be passed on to shareholders in the form of dividends.
Stay informed with our free disruptive technology investing newsletter, Nanalyze Weekly. Sign up now at https://www.nanalyze.com/nanalyze-weekly/. This episode is pulled from a YouTube presentation. View the original presentation at https://youtu.be/RKGlCd8t7fQ.
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NKLA stock is currently focused on surviving, not thriving. Can their $350,000 hydrogen fuel cell semi-trucks propel them to profitability? We don't think so. Nikola has a gross margin problem, where every truck costs significantly more to produce than it sells for. Some of these problems improve as the business scales, but how can the business scale when it's already burning way more cash each year than it has on the balance sheet?And let's not forget the founder of the company was convicted of fraud. That's a showstopper for us. We have several concerns around Nikola, but we're going to be objective and see whether Nikola has what it takes to survive the macroeconomic headwinds and bite the green hydrogen dust.
Stay informed with our free disruptive technology investing newsletter, Nanalyze Weekly. Sign up now at https://www.nanalyze.com/nanalyze-weekly/. This episode is pulled from a YouTube presentation. View the original presentation at https://youtu.be/4Sb8urp3aOo.
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