저자: Josh · 외국인
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AI 관련주 전반을 다루며, 빅테크(엔비디아 등)가 AI 승자가 될 것이라는 Larry(Ellison 추정) 인용을 소개. 엔비디아는 중장기 보유 관점에서 매수 예정이며 단기로는 383~432 박스권과 396 손절 기준을 제시. 애플라이드(APLD)는 6.8~7.8 구간 분할 매수와 6.7 손절을 언급하고, SoundHound(SOUN)는 3.19~3.95 부근 진입을 고려하며 6.74~8 목표를 제시. 영상 시점은 2023년 6월로 과거 발언이다.
다듬은 글
all right we're diving into AI today which is an exciting category to cover I laughed the other day at something that Larry said which I thought was spoton I want you guys to watch this clip from his show is this just a bare Market balance is it being propped up by AI which I believe most AI will fail right everybody's going to be AI right now I mean like I said you could have a hamburger right now and LCS a AI infused hamburger right but at the end of the day most of the quote unquote AI plays will fall that's why I believe in big Tech big Tech will be the winners of AI artificial intelligence that's what I truly believe so yes I'll play these smaller plays you know for now but I'm just taking my winnings and yet rolling it over into big Tech all right so yes you got to keep your eye out because it's all AI 247 the AI Big Mac burger is coming your way but the other interesting point that Larry is making is that the winners and the losers in the AI space they've not been flushed out it is not been determined there's going to be a rise and fall of a ton of companies he believes that most are going to fail he said he's going to run with these smaller AI companies just to make a few bucks and he's going to later roll that into more obvious big Tech winners which I think makes a ton of sense go with what's winning what do you guys think on the topic I'd love to hear from you in the comments I'm going to cover the big boy AI stocks today and the AI little guys and I already see that I'm going to have to break up this video into a couple videos because there's a ton of stocks to cover I'm going to look today at the fundamental news stories and I'm going to take a fresh look at the technicals we're going to get some witty commentary and hopefully we're going to make some accurate price predictions this is the stocks with Josh show thanks for the likes watch out for the scammers in the comment section guys they're getting more creative every day they get back to you faster than I can I just want you to keep one thing in mind I'm never going to ask you to DM me on YouTube WhatsApp or Telegram keep your money safe guys all right let's start here the Nvidia CEO this guy in my view does the very best job of any CEO in the world today at casting a positive forward-looking view of his company I want you guys to take a few seconds we're going to get the big picture on AI directly from him well we are a technology company that uh processes software for applications and domains of science that are barely possible without us and so because of what we do we can make what is barely possible possible or we can make something that is very energy consuming very energy efficient or we could turn something that costs a lot of money and make it much more affordable we felt however that there was a class of applications uh that wouldn't be possible without acceleration and uh or you couldn't make it affordable enough for everybody to enjoy without acceleration and so we started this accelerator company this accelerated Computing company to solve those problems all right I hear you Mr hang you we can't do it without you you literally make the future possible or as you said perhaps affordable Mr hang the CEO of Nvidia is giving us some Straight Talk Nvidia is ushering in the future and I think that Wall Street believes him as the rocket ship that is Nvidia stock nvda took off from its 140 low in January it's moved up 202% so far this year hitting 440 bucks in June it's currently taking a pause from this major pushup while the market is trying to process the next step in nvidia's stock price action in the face of this bullishness in this bullish moment Washington fired a shot over nvidia's head Biden Administration is considering a ban on sales of AI chips to China which would absolutely negatively impact Nvidia this same thing though was threatened last year but Nvidia was clever and they found a workaround and I think that Wall Street and their puppets in Washington are perhaps trying to bring Nvidia stock down so that these guys can make money on the pullback and get a better price entry for themselves on the round two runup of Nvidia which I think it's going to run up again in the next 12 months now in positive news for NVIDIA the very same day we've got Larry Ellison from Oracle coming out and saying that he was loading up this year on Nvidia chips to the tune of billions of dollars order in order set waiting on his chips Oracle Cloud division is basically trying to compete against the likes of Amazon and Microsoft they want to jump in with that fresh investment in Cutting Edge Equipment that can handle AI needs remember what the Nvidia CEO said he said there's a trillion dollars of obsolete technology in the world it's got to be replaced he's going to try to get ahead of the big competition and this is the main reason why I like apld because that's also their mission statement they came late to the party but their investment is in building cuttingedge data centers that are specifically designed to handle the needs of AI so even though they're late to the cloud service Data Center business they may be able to make a jump leap ahead because they don't have the old equipment the Nvidia design chips are largely made by Taiwan semiconductor and in recent news Mr Huang said that the next model of chips would also be made by TSM now he has great respect for TSM and he's been quoted saying that being a Foundry at the caliber of tsmc is not for the faint of heart it's been speculated that a motivating factor for a possible Chinese invasion of Taiwan would be to gain strategic control over TSM and I don't think that the success of Nvidia can be separated from the future success of TSM now this also underscores Nvidia as perhaps one of the most important companies in human history wow I'm starting to sound like Mr hang control of these chips could a a the rise and fall of future Empires so perhaps when hang says that we need Nvidia he's telling the truth Nvidia is part of my long-term Investment Portfolio and I'm going to let you guys know today where I'm hoping to load up some more all right let's get into the charts so I'm going to keep it simple as I like to do nvidia's trade range is on the high end between $432 and the lowend 383 those are the critical levels that you need to keep an eye on historic support is a massive gap down at 312 that'd be a 24% drop there's also key support at the ma50 which might coincide depending on how the stock price action moves it might coincide with the previous all-time high which is around 346 you have to remember what once was resistance becomes future support so we've got to watch that level as well that's the entry that I'm watching for my loadup position now if we broke up above $432 then I think there's a potential 177% move up to $480 and 500 would be on the table but the bare picture says that Nvidia is overbought and that the odds favor a short trade or loading up on put options and that's not unreasonable because it has had a potentially unsustainable uptrend but what do I think's going to happen well let's go back in time on the charts we're going to do a moving average mini tech class I want you guys to check out the ma50 EMA 144 ma200 now when we got the confirmation of the green moving average ma50 crossover on the other moving averages that fanned out and we haven't come back to touch the ma50 yet that's so important what that means is that this is still in a decided uptrend I want you guys now to take a pause from that view and I want you to look at the the micro view now we're in an ascending Channel which if you recall I call those is bearish so even though 500 bucks is not off the table we're still moving up we're at a decision point in this ascending channel so I personally think that this is a timely video and that the next 24 hours is going to determine the direction if we break down beneath the channel That I drew and we closed beneath it then we're going to go down to the next level below it's just that simple you could put your stop loss in at 396 bucks and I think that if we broke down at some point like I said we're going to have to come back and touch that ma50 and there we would likely bounce eventually we're going to back test the previous resistance level of 346 that was the previous all-time high I'm going to swing trade the 383 level and I'm going to load up on the back test at some point if we get there at 346 for a long hold I would also buy a close above 432 so if we start to push up we close above 40 32 I would enter there for a move up to 480 guys if that that was helpful then you know what to do you take action you hit that subscribe button so you can keep getting these videos I'm going to cover two more AI picks in just a minute one of them is going to be apld and a new one I want to take a quick station break for the mumu Investment app if you need better trade tools Now's the Time to act on that you can take your trade game up a notch from using Robin Hood AKA Robin the hood and you can get the advanced research tools that the mumu app offers you put in right now $100 and they're going to match it with $100 plus a guaranteed share of C3 AI as well as an additional five shares you spin for those and they could be valued anywhere from $3 to $2,000 this is an extremely limited time offer there's just 48 hours left if you started the process make sure you get that deposit of 100 bucks in so that you can get that matching $100 the details on that offer okay apld apld is getting hit with all kinds of fud right now first it was the sex scan and now there are people picking apart the origins of the company saying that they really haven't been focused on AI applications for that long now I've got one thought on all of that I simply don't care all I care about is the huge contracts that they have secured that is 100% the basis of my bullishness on apld apart from those contracts I wouldn't be in it the technicals they're getting simple but I'm going to have to tighten up my trade range I wanted to put a warning out there the other day when I foresaw the drop in apld coming and that's exactly what happened I want you guys to look at it more carefully with me now what we did so far is we back tested 990 and we got rejected there and that's what told me that the upward move was on hold then we dipped all the way down to $6.80 and we've since rallied back under a critical support level which now could be turning resistance $7.80 if we open today and get rejected at $7.80 then we know that we're going to make a new local low I would expect that we would at least bounce off of $7 now that's where I'm going to buy next and I'm going to set my stop loss at $6.7 if though I get kicked out I'm going to Reby at around $650 to the $6 range now I'm raising my ideal entry I'm going to initially re-enter with a small position size and I'm going to increase it as the stock climbs and as the direction is confirmed which simply means I'm not all in I want you guys to keep in mind that if the $6 level broke we would hit five bucks because after $8 the next critical historic level of support is $5 now people have asked me that if I view this as a long-term hold then why did I run with a stop loss well the answer is always simple to that question it's because I think I can get a better entry price and make more money guys don't follow me do your own research make your own decisions what I share is just for education and entertainment but I'll just tell you this the big picture on apld right now is that the fundamentals they look good apld can grow its Revenue 50% year-over-year that's very attractive apld has had unusual options activity to the upside B Ry Securities called apld a buy yesterday and they raised their price Target from 17 to 18 this stock though it did jump from $3 to $11 very quickly and what that means is it needs to establish some support it needs to verify and establish some some support might be $8 that's a critical level for apld above eight it's going to remain bullish below 8 it's going to be under selling pressure so the long-term trend is bullish the short-term trend is neutral and I'm focused on the long-term Trend but let's see how it performs today all right the new AI stock that I'm going to go over today is SoundHound AI Inc ticker s o n Sound is a global leader in the voice artificial intelligence business and it was recently added to the Russell 3000 I'm going to read you guys this overview of their services so you can get an idea of what they do it's proprietary technology with best-in-class speed and accuracy in numerous languages for automotive TV and iot it's got smart answering smart ordering and dynamic interaction with real-time multimodal customer service interface along with SoundHound chat AI a powerful Voice Assistant with integrated generative AI SoundHound Powers millions of products and services and processes billions of interactions each year for worldclass businesses I want want you guys to check out exactly what this company does but I want you to see it with your own eyes so watch this video I get the uh K Ma and cheese with the apple juice and the french fries the classic cheeseburger let's go with American cheese can I have uh let me think which side is uh let's go with onion rings and also mozzerella sticks actually remove onion rings can I have barbecue bacon burger uh on a pretzel roll with sweets cheese and uh double Petty and add avocado it doesn't take a genius to know that this is the future this is the type of tech that's going to replace a ton of people in drive-throughs and in service positions all across the world now I want you guys to check out their new chat app that launched just recently in March soundtown just announced that chat AI app today and it takes Voice Assistant Tech to a whole new level check it out how did USC do in the March Madness game the final score was USC Trojans 62 Michigan State Spartans 72 in the East Regional first round game I'm looking for something fun to do on the weekend do you have any ideas what I could do around USC sure USC is located in the Heart of Los Angeles so there are plenty of fun things to do on the weekends some popular options include visiting the Griffith Observatory write me an itinerary for visiting Griff The Observatory and put it in the list format and add unique things that most people don't know about sure here's an itinerary for visiting Griffith Observatory one start your day early to avoid crowds and find parking easily two take a Scenic hike to the observatory from the fle trail three okay what are some Mexican food restaurants within walking distance from grith Observatory that have over four stars and offer outdoor seating and are kid-friendly showing one Mexican restaurant with more than four stars within 1.5 miles of Griffith Observatory that is kid-friendly now that is absolutely incredible I immediately downloaded this app this is the type of company that's the tip of the spear for AI in real world applications now many speculate that SoundHound could be acquired by a larger tech company which which would make a ton of sense especially as the AI arms race is in full force but let's see what's going on in the charts man is are we too late to the party well sound has been steadily climbing but in my view it hasn't actually had an explosive breakout moment yet so there is some opportunity here it did Squeeze above a critical resistance of around $33.19 and again it squeezed past another critical resistance at $3.95 which simply tells me it's pushing to make a local high it's sitting right now at $4.7 the daily trade volume is up significantly which is bullish now they are at ative 62 cents earning earnings per share which could turn positive if these guys begin to increase their sales they have an $840 million market cap and this should likely easily be a$1 billion company support though is at $3.95 and that would be an ideal possible entry I would personally like to get in though around $3.19 it just depends on how patient I am and if this pulls back my up Target is a squeeze to $6.74 to the $8 range now I'm going to begin to cover sound let me know what you guys think about this company are you in it do you consider it a buy sell or hold this stock though is on the move and it's definitely one that's worth putting on your watch list I love what they do it makes a ton of sense to me but I'm not going to fomo in I'm going to be patient even if I miss out I'm going to be patient that's a discipline that I have to have because remember wall Street's always going to offer you an opportunity if you missed one yesterday there's another one coming along any minute that's all I've got for you guys today as always thanks for the like thanks for the subscribes we're going to watch these AI stocks I've got a whole list of other AI companies as well as computer tech companies and Chip companies they're worth following I'm going to try to get through them as best I can with you but let me know in the comments which your favorite ones are if I get a lot of comments about one in particular I'll definitely cover it I'll give you guys my thoughts my next video is going to be on crypto so keep an eye out for that tomorrow as always peace and blessings we'll talk to you soon
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