Chuck, I've been waiting for this kind of review on AI. Thanks for the great presentation!

Another great review. I love how you dissect the pros and cons of the mostly over valued AI related stocks. Very timely!

I'm a relative new investor (4 years) and have learned a tremendous amount from my past mistakes. FastGraphs is the best for a quick reference for evaluating stock price and valuation, growth. Nothing better out there in my opinion. Can you share the 29 companies in a spread sheet or ?? and also what criteria used to screen to get to these 29 and then also to pare it down to 10 companies? I'm waiting with 25% cash in my account, for a correction so I can open a position in some of these.

Great work 👍👍

Great video as always. Any chance we can get an update video on MPW from you? Wish you all the best 🙂

very good video with a lot of value

Thanks Chuck - great video. After deep research - I sold Intel at a slight loss - it had been a dog for me - and bought Nvdia. There is no comparison. Intel missed the boat and may never get back to any semblance of their past life. I certainly would not bet a penny on it happening.

@LiveFreeInvesting

Ай бұрын

The US government think otherwise with the chips act. I think intel will pan out in 3-5yrs.

Thank you

Amazon still interesting

so no value in pltr ?

Any recommended AI etf's......?

thanks

Would like to see your opinion on the other 19 companies on this list

we need an updated video for intel. down 35% since this video!!!

Genpact 😉👍

I agree with NVDA it has the most potential to grow out of all the others

Been adding Intel. It looks like the best risk/reward ratio to me. Most of the rest are extremely risky, with no earnings. I’m only interested in businesses that make money. Thank you, Maestro Valutazione!

@mrlizard1986

Ай бұрын

You have chosen the biggest laggard of the bunch by far, with EPS growing under 5% ann. on a long basis, while having huge volatility. This stock is cheap for a reason. Had they been in different business than booming IT/AI, they might have been a carcass already.

@MarshaBonForte

Ай бұрын

@@mrlizard1986 Yes, you are correct. Intel also has extremely negative investor sentiment, which is understandable given share price performance over the last few years. But the future looks bright. At some point Intel will get through the transitional period it’s currently in.

@Cap_management

Ай бұрын

@@MarshaBonForte Share price of Intel is trading around 90% above long term average so sentiment is very positive. Extremely negative sentiment would be if share price would be below reasonable fair falue.

A gem of a video! Thank you.

Isn't C3 that weird company that originally was about CO2 or something when that was the hype, but changed to "AI" once that became a hype?

@FASTgraphs

Ай бұрын

That's a great due diligence question

@maosw

Ай бұрын

It was IOT, but yes - they change their name and ticker to whatever the current hype is. If you look at their earnings and company presentations, what they actually sell has very little to do with "AI" - valve control for oil and gas industry or something like that and all the tech and gov contracts they like to tout are tiny and/or loss leaders so they can pretend to be more than they are to pump their stock... But clueless traders don't care what they buy as long as "number goes up" - they just see the ticker AI and chase the stock higher.

no Dell?

is this a part1?

@FASTgraphs

Ай бұрын

No this was just a high level overview

Hello!!! Is there a video about earning weekly dividends every month with stocks and REITs?

@FASTgraphs

Ай бұрын

No, but that’s not a bad idea for a video. I do have a list of monthly dividend payers.

@MusicasSemFronteirass

Ай бұрын

@@FASTgraphs THANK YOU! Love your channel! I'm from Brazil and it helps me a lot!

@MusicasSemFronteirass

Ай бұрын

@@FASTgraphs I'm going to look for the monthly video!

NOW maybe the rest are junk at these prices

Fact on C3ai it has already re named three times and done complete different hypes. e.g. 2009 as C3. It was focused on energy management, and never earned money - well of course outside of poor investors.

No PLTR?

@guillermovandening2503

Ай бұрын

Dangerous company to invest in imo, how do they make money?

@UMoederProductions

Ай бұрын

@@guillermovandening2503 Providing service to manage data for companies or for example the US government by using AI (mostly very sensitive data)

No SKYNET …..?

Palantir

Yeah nothing worth buying on that list unless you bought it last year

@bass08053

Ай бұрын

Uhhh sure. Because they’ve all fully matured to maximum value? You couldn’t dream how big these names will be. This is day one for NVDA even though it’s exploded.

@laciepyu255

Ай бұрын

​@@bass08053Sure, bro, sure.

I've been in the IT industry for +20 years and by now the whole AI craze has turned into nothing but a running gag among almost all of my colleagues and pretty much everyone I work with (except for sales but they're a joke by itself) - impressive at first, but once you try to do something actually useful with it, more often than not it turns out the be worse than useless and just a huge waste of time. Are there actual use cases for generative AI? Yeah, sure. Are they worth billions and billions? I just don't see it. Will engineers find some useful stuff to do with all that GPU compute about to become available? I bet they will, they always do. That's not AI though, that's just engineers doing what engineers do - make use of resources available. Will it be the next industrial revolution, or anywhere close to what Wallstreet expects it to be? I very much doubt it. On the contrary, I think the current race to slap an AI label on literally everything to pump your stock price while building out insane amounts of datacenter infrastructure without there being much of a use case yet might turn out to be the biggest misallocation of capital since the dotcom bubble... Remember fiberoptics and network infrastructure back then? Yeah, exactly like that but on an even larger scale. We're talking about the largest companies on the planet after all. But maybe I'm just getting too old and cynical. I guess we'll see. If I'm right, most of those stocks will eventually go down in flames like you wouldn't believe once reality sets in.

@FASTgraphs

Ай бұрын

Thanks for sharing your experienced perspective. As this video suggests, most often associated with AI already training at nosebleed valuations. It will be interesting to see how it all pans out. Regards, Chuck

INTC dropping its dividend... Its a long way to forgiveness

First

@Martin_Kitahara

Ай бұрын

🎉

Value investing is a joke, if Ben Graham were alive he'd buy the index fund. Or you can use Fastgraphs to buy WHR, LEG, WBA or AAP and see your money vanish.

@guillermovandening2503

Ай бұрын

“If ben graham were alive” Warren buffett took his strategy and perfected it and has a 20% annualized return over the past 40+ years without buying index funds. The only reason buffett hasn’t beaten the market the past 10 years is because he is the market so I don’t agree with your point

@jminter

Ай бұрын

@@guillermovandening2503 Warren Buffet is the market ? Really, good luck loosing your money trying to be Warren Buffet - buy AAPL, KO and BAC meanwhile watching passive "dummies" outperform you simply by putting money in index funds.

@kurniawanms2

Ай бұрын

tell me you are a rookie investor without telling me you are a rookie investor. You might be confused with the meaning of value investing. It means you invest in stocks that appear to be trading for less than their book value. Microsoft, Amazon. Meta, Google and even NVDA were all value stocks in 2022 because they were priced below their book value. Just like XOM and CVX were value stocks in 2020 or JPM & BAC as value stocks in March 2023. Value investing does not mean you buy ANY cheap stocks. Many are cheap for a reason. You have much to learn

@jminter

Ай бұрын

@@kurniawanms2 you are funny guy, buy any of these stocks and in 5 years chances of beating the index are less than 2% and the over performing will be just about that number as well. Also check his videos from 2022, he was pushing stocks like Legget and Platt, Advance Auto Parts, Skyworks Solutions and Stanly Black Decker - we all know where these are now.

@daniell6303

Ай бұрын

Will you complain on every video? As I told you before, FG is an analytical tool that works based on the numbers that are given by analysts and the company. It isnt a crystal ball and it doesnt predict the future. Go troll somewhere else and stop being a joke

You don’t include Tesla TSLA - literally the number 1 company that will benefit from AI Thus, your credibility is gone. I have unsubscribed

@laciepyu255

Ай бұрын

lol

@FASTgraphs

Ай бұрын

TSLA is on the list of 29 maybe you should watch the video closer, oh, you can't because you're unsubscribed.

@bradbarber1678

Ай бұрын

@@FASTgraphsdon’t wake him

@stanley4297

Ай бұрын

@@FASTgraphs You list the “best” ten … If you think that’s the best ten … Again you lost all credibility. If I could unsubscribe 2x I would

@stanley4297

Ай бұрын

@@FASTgraphs Your best 10 don’t include the company Tesla that’s literally doing real world AI and so much more with AI You have no idea what you’re analyzing .

A list without TSMC is just unbelievable.

@afonsodeportugal

Ай бұрын

~lol

Long GOOGL , many over valued stocks on that list!

@FASTgraphs

Ай бұрын

@chuckdiezel7652 most of them that's the point of the video