LIVE Q&A Session Starts Now!
Added 2024-12-04 07:38:05 +0000 UTCI'm pulling an all nighter today, so we are going to have fun with it.
For the next 2 hours we will be doing a questions and answers session here.
Post your questions/comments below and I promise to reply to everyone within the next 120 minutes.
Tom
Comments
Aloha Tom what is your opinion on xAI
Lincoln DeVincent
2024-12-04 19:47:55 +0000 UTCThank you Tom! Very helpful!
AP
2024-12-04 15:23:24 +0000 UTCThanks Master Leming. Going to continue to DCA on TSLA & PLTR.
J
2024-12-04 14:24:24 +0000 UTCalways balance. I have made a whole lecture on the retirement rebalance - its on the Discord lectures archive.
Generico Fakero
2024-12-04 12:35:08 +0000 UTCDo you rebalance your 40/20/40 ever.? Or just let the results ride until retirement? Also when you retire, how will you withdraw from the 3 presuming you keep holding the same 3. Thanks
Joanne
2024-12-04 12:30:53 +0000 UTCYou have shared your portfolio makeup in the past. Have you changed it at all? I think you were 40/40/20. I'm curious if you adjust the ratio as stocks grow.
BeginnerV
2024-12-04 11:29:49 +0000 UTCMicron? Oh, boy. It’s like that one cousin who’s impressive at parties but still lives paycheck to paycheck. Sure, they make memory chips, used in everything from NVIDIA’s AI powerhouses to your grandma's old PC, but let’s cut through the fluff: Micron is a commodity cyclical business, plain and simple. Memory chips are a feast or famine game. When demand spikes (like with AI or gaming booms), Micron cashes in. But when the party’s over, prices tank, inventory piles up, and profits vanish faster than your paycheck on Black Friday. Look, if you’re into high volatility rollercoasters and can stomach the wild ride, Micron might be fun. But for long term, consistent growth? This ain’t it. You’re essentially betting on where we are in the chip cycle.
Generico Fakero
2024-12-04 10:58:40 +0000 UTCDo you have any thoughts on Micron Technology? They make microchips for NVDIA and other things as well but I have doubt looking at their score in stock-mvp. Thanks
AP
2024-12-04 10:50:14 +0000 UTCI stick to what I know and believe in for the long term. Palantir, Tesla, and the S&P 500 are my conviction plays, they align with my strategy, and I trust their fundamentals to grow over decades. Why don’t I invest in the other stocks I talk about? Simple: I’m an investor, not a collector. I analyze other stocks to give my audience the tools to make informed decisions, but that doesn’t mean they fit my portfolio. It’s about focus and discipline, not chasing every shiny object. Stick to your game plan, not the noise.
Generico Fakero
2024-12-04 10:16:57 +0000 UTCthe next $PLTR is.... Palantir the next $TSLA is... Tesla Why? Because the real winners don’t just show up to the race, they build the racetrack. Palantir isn’t done dominating the AI/data space, and Tesla? they’re basically rewriting how industries work. Stop hunting for "the next big thing" like a leming. Relax. Sometimes, the best plays are staring you right in the face, already making moves while everyone else is distracted by shiny new tickers.
Generico Fakero
2024-12-04 10:15:58 +0000 UTCMSTR? It’s basically a leveraged Bitcoin play wrapped in a stock. With a pro Bitcoin administration coming in, sure, it’s intriguing but remember, you’re getting BTC exposure with extra risk
Generico Fakero
2024-12-04 10:15:35 +0000 UTCMade a video on $SMCI at $200 last August 2023, and it blew up. Then at $1,000, back in March 2024, I put out a ‘don’t buy’ video in March. Guess which one got more views? Buy video: 96k views. Don’t buy video: 22k views. Funny how people flock to hype but ignore caution. Reminder: real investing isn’t about cheering for stocks; it’s about knowing when to step back, even on stocks you’re bullish about.
Generico Fakero
2024-12-04 10:14:07 +0000 UTCSolid company, but let’s not get carried away. Earnings were mixed, yet the stock pumped because they raised guidance, that’s Wall Street 101.
Generico Fakero
2024-12-04 10:12:24 +0000 UTCGreat company, tough times. Rising interest rates have hammered them. Long-term, renewables like this have a bright future, but in this market? It’s a rough ride. If you’re bullish, DCA and play the long game. Otherwise, tread carefully, volatility’s the name of the game right now.
Generico Fakero
2024-12-04 10:11:10 +0000 UTCYou ROCK Brother! I'm glad to be a new remember (an hour aago) and i'm going upgrade. Thank you
Donnie Marchione
2024-12-04 09:57:01 +0000 UTCNobody knows but for NOW it seems like we are headed to moderate growth, slight uptick in unemployment, and inflation finally cooling off. Trump’s rumored tariffs on China could shake things up. Mexico and Canada are scrambling to dodge the fallout, and you might see higher prices for imports. Bottom line? The economy’s stable but cautious. Watch trade policies as they’re the wildcard.
Generico Fakero
2024-12-04 09:45:52 +0000 UTCArgentina? Exciting but risky. The new president has markets buzzing, but I only stick to U.S. stocks so can't help you on that topic. Stay sharp.
Generico Fakero
2024-12-04 09:43:23 +0000 UTCInteresting play in semiconductors, especially with silicon carbide tech for EVs and 5G. But they got heavy losses, high short interest, and other red flags.BlackRock and Vanguard holding doesn’t erase the risks. If you’re considering WOLF, tread carefully, this one’s a rollercoaster.
Generico Fakero
2024-12-04 09:41:40 +0000 UTCDonnie, first off, congrats on that quantum-fueled run from $60K to $230K. That’s insane, but here’s the truth: panic selling because of a “feeling” the market might crash is rookie behavior. The market can certainly crash hard, no doubt. But you’ve got to build conviction in your plays or stick to long term investments you trust. Markets go up and down. Selling everything on a whim means you’re out of the game when things bounce back. If you believe in PLTR or any stock long term, use dollar cost averaging instead of riding emotional highs and lows. Celebrate the win, learn from the panic, and next time, trust your process, not your gut. The market’s not Vegas, it rewards patience, not impulsiveness.
Generico Fakero
2024-12-04 09:29:07 +0000 UTCI took my Robinhood from $60K to $190K Thanksgiving Wed from scoring huge on $QUBT $RGTI $QBTS $QMCO especially $ARQQ They are all quantum stocks and they again went 🚀🚀 on Black Friday half day up to 230K. I got scared cause i'm up four hundred percent, and I went ahead and sold almost all my positions early morning yesterday. It was the 1st day of my vacation. I saw everything dropping.I panicked and sold my entire portfolio and kept one share of everything lol... I had a feeling the market might crash. LoL I'm new at this Tom- the truth is my $RKLB & LUNR drop again today. But unfortunately I missed this bump selling my 500 shares of $PLTR. I will never sell them again, but will you please tell your thoughts on those Q-computing stocks and ESPECIALLLY $ARQQ because I heard their encryption is meant for satellites and their cybersecurity is meant for in space which is different. Then networks down here, that's why they're such an exclusive company. Any thoughts please and thanks for all you do! Donnie (Newbi e Twit) on X from Pittsburgh
Donnie Marchione
2024-12-04 08:21:27 +0000 UTCWhat are your thoughts on Wolfspeed ? (Wolf) it’s a semiconductor company that has been shorted to oblivion, the institutional ownership is 120% which i don’t really understand how, also to make it more interesting BlackRock and Vanguard are the 2 biggest holders
David
2024-12-04 08:18:03 +0000 UTCWhat is your take on Argentina and what specific stocks would be worth buying (maybe even their currency ) I have been doing pretty well with BBVA Argentina (BBAR). But I believe there will be growth because of their new president as well as his ties to trump (mindset).
localbitter
2024-12-04 08:15:15 +0000 UTCI would like your take on the economy for the first 6 months of 2025. To make it more interesting or boring lets take our Ukrainian and Hamas. Also like what you think about trump's potential action on tariffs. From what I hear, Mexico and Canada are taking steps to negate potential tariffs as much as possible.
Alton Louie (LuckyKSL)
2024-12-04 08:09:50 +0000 UTCWhat is your take on Enphase (ENPH)? it has been hammered ever since interest rates skyrocketed, is the energy sector touchable at this point of the market?
Alan C Lau
2024-12-04 07:56:57 +0000 UTCI was just listening to the CRM earnings call and despite mixed results stock pumped. Despite loving the company, I have high doubts its current valuation relate to its stock price. What are you 3 sentences on them ?
Simeon
2024-12-04 07:55:51 +0000 UTCWhat are your thoughts on SMCI stock now, And what is the explanation for why it got up again in the past couple of weeks ?
livelive777
2024-12-04 07:47:25 +0000 UTCWith the pro Bitcoin and pro crypto administration coming into to office and MSTR Nav premium sitting at 1.85 would you say it’s risky not being involved in MSTR? If we have no btc exposure
House of the rising Sun
2024-12-04 07:45:23 +0000 UTCWhat’s your top 5 undervalued stock picks? (Another PLTR pick would be great.)
J
2024-12-04 07:45:01 +0000 UTCMy friend and I listened to a couple of your videos where you say you only hold 3 stocks. Palantir, Tesla and s&p. If you keep talking about other stocks and there potential, how come you don't invest in them as well . (If I heard incorrectly then please disregard).
localbitter
2024-12-04 07:44:09 +0000 UTC
