The stock market is in a giant AI bubble. That's the loudest narrative we've been hearing lately. Companies are pouring ungodly amounts of money into data center buildouts in the hopes of capitalizing in the future. Sounds like speculation, no? Add to that the looming private credit crisis, and you have the perfect storm for economic collapse. Today, we'll tell you what warning signs we're seeing in today's frothy market and how you can prepare for the future.
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/Bx5243QljUc.
eVTOL stocks are taking off, but the market may be getting ahead of itself. These so-called "flying cars" are really just electric helicopters that could carry cargo - or people - over short distances. It sounds like a great way to avoid traffic, but the success of these firms lies with regulators like the Federal Aviation Administration (FAA). There's also the issue of actually selling something once approval is granted. Is it time to jump into flying taxi stocks now before they take off?
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/z6bczI3l4ZE.
Cybersecurity is a massive industry, and it's only going to get bigger. Companies cannot risk forgoing an investment in protecting their data from hackers, not when their reputation is on the line. The rise of AI has only worsened the problem, making hackers more efficient, and making cybersecurity companies even more valuable. Today we'll talk about the cybersecurity bull thesis as well as some leading cybersecurity stocks like CrowdStrike, Palo Alto Networks, and Fortinet.
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/O-DQl_p8fz8.
Oracle stock is nearing a $1 trillion valuation after a massive commitment from OpenAI. This deal helped Oracle's remaining performance obligations jump over 300% year-over-year. The market was euphoric about the news, but we're a little skeptical. Where is OpenAI going to get all this funding, and just how profitable will this deal be for Oracle? Let's find out.
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/JfypyJPUcHY.
The global biotech market is expected to reach roughly $6 trillion in the next decade. Opportunities like that leave our subscribers salivating, so they've asked us to help them find the best way to invest in this nascent industry. Today, we'll explore the top two biotech ETFs: XBI and IBB. It was tough to pick a winner, but one came out slightly ahead for reasons you'll see in this piece.
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/w09d9ooPGkM.
Autonomy is near, and it stands to completely destroy the auto insurance industry. After all, self-driving cars are safer than humans, and insurance relies on risk. What impact will the autonomous technology revolution have on your portfolio? If you're holding insurance stocks, should you be worried? Let's find out.
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/b9ncDgic1rg.
Power Solutions International stock has outperformed NVIDIA over the last five years. Yes, really. Is this small stock worth watching? Can the rally continue, or is it due for a massive crash? Today, we'll uncover some red flags surrounding PSIX stock that investors may not be aware of, including ties to the Chinese government and a history of fraud. We'll also point out the bull case, which largely surrounds their growing data center segment. Is PSIX stock a buy or a sell? Let's find out.
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/z-ow2Bklh9g.
Defense stocks are still hot, thanks to the current U.S. administration. If you're looking to add defense exposure to your stock portfolio, what's the best way to do it? Sure, you could buy an "Aerospace and Defense" ETF, but that comes with a bunch of rubbish you don't want exposure to, plus a fee known as an expense ratio. Perhaps the best way to invest in defense is to find the leading stocks and spread your bets across all of them. In this video, we'll explore which defense stocks provide the best exposure 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/5oe8g9Gj_2c.
Most people try to find all the reasons to invest in a particular company. We look for reasons NOT to invest. Why? 55% of stocks underperform Treasury Bills over their lifetime. We want to avoid those duds and stick with high-quality companies. Today, we'll show you six companies we called out as being duds. Spoiler alert: we were right. Check out the video to learn some valuable lessons in avoiding duds.
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/hzry2HlZTm8.
Weed stocks are starting to show investors a glimmer of hope as the current U.S. administration looks to explore "all options" in regards to loosening cannabis regulations. The cannabis stock sector has been beaten down since they first saw massive hype roughly seven years ago. Is this the time to buy in hopes of federal legalization? If so, which marijuana stocks are the best ones? Let's find out.
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/ayil-oJ7plQ.
Infleqtion is the latest quantum computing startup that's looking to go public via a SPAC. The timing couldn't be better, since quantum computing stocks are the hottest thing on the market lately, and Churchill Capital has taken notice. Before you go out and FOMO into this new stock, you're going to want to watch this video and learn about all the risks that face Infleqtion stock.
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/hfZPNXBi7Lc.
Figure Technology Solutions just started trading under the ticker FIGR. Today, we'll explore what this company does, and how it's using blockchain to enhance the lending process. As with any stock analysis we do, we're always looking for reasons not to invest, so we'll also discuss some of the risks surrounding Figure stock, including their heavy dependency on home equity lines of credit.
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/ipn1oK6f1lI.
MDA Space is a stock we called out over two years ago as an undervalued play on the exciting, disruptive theme of Space. Since then, the stock has outperformed the Nasdaq. But is MDA Space a buy now? Today, we'll analyze this under-appreciated space stock and see if it's still undervalued or best avoided.
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/4BkkHxKBRqc.
NVIDIA stock is soaring to the moon, but there may be a reason for investors to be worried. Just two customers accounted for nearly 40% of NVIDIA's revenues in their most recent quarter. That's some serious customer concentration risk for NVDA stockholders to consider. What happens if these large customers begin to pull back on data center spending? Can NVIDIA's revenues continue to soar for the long-term? Today, we'll look at NVIDIA's biggest customers and see how much growth is left for NVIDIA stock.
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/smUWF2yigeE.
The U.S. has $37 billion in debt. What happens if the U.S. fails to pay their debt? Could that ever happen? Today, we'll look at what might happen if the U.S. defaults on its debt and what ramifications it could have on the global economy, and of course, the stock market. The U.S. seems "too big to fail," but is 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/glGFplDdiRc.
Diversification is underrated. People who choose to hold only a few stocks in a concentrated portfolio are setting themselves up for failure. Consider this. The majority of stocks actually underperform the market, with a handful of outperformers carrying the market on their shoulders. Don't believe us? We have the research to prove 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/bNpsgj_jXpY.
Investing in crypto has never been easier. That's because institutional adoption and increasingly crypto-friendly regulators have opened the door for crypto ETFs. But rather than paying an excessive fee for a crypto ETF, why not make your own? The total digital asset market cap is heavily concentrated into just a few tokens, so it's not difficult to simply invest in those particular coins and call it a day. Which coins are they, and how much should you invest? Watch the video and find out!
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/wdD6NmKgMIQ.
Vertiv stock is trading near its all-time high. Investor optimism for data center stocks is clearly through the roof, but VRT stock isn't the only way to play the data center cooling theme. Today, we'll look at five stocks - plus a bonus stock - that give investors exposure to the high-growth segment of data center thermal management.
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/O2Vir_mLVkQ.
NVO stock is either an undervalued gem or a value trap. Let's figure out which. Today, we'll break down the business of Danish drugmaker Novo Nordisk to see why their stock is down nearly 60% from its peak. Is competition from Eli Lilly keeping this European giant down? Or is it simply an execution issue? Or are tariffs wreaking havoc on the company's bottom line? Let's look at all those issues as more to determine if Novo Nordisk stock is a buy now.
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/_wy8wm9XFm8.
You're probably making huge mistakes with your 401(k) without even realizing it. In this video, we'll show you how to maximize your 401k profits and avoid the hidden trap for any 401k holder: fees. 401k funds are notorious for high fees and limited investment options, but we're here to help. Every day that passes is another day you're losing money to excessive fees, so don't wait. Save your 401k before it's too late.
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/CPePiSai_a8.
