저자: Alex · 외국인
요약 보기
결론: 드론배송주 FLT, 우라늄주 AAZ, 비트코인 관련주 SOS를 매수했으며 FLT·AAZ는 장기 보유, SOS는 단기 탄력 기대라는 종목 추천 영상이다. 드론배송(FLT): 캐시 우드와 ARK 리서치를 근거로 2030년 전자상거래의 35%가 드론 배송될 것이라는 전망을 제시했다. 현재 미국 규제 때문에 매출은 0이지만 캐나다 상장주(FLT.V)를 2.2달러에 매수했고, 장기 보유 관점이다. 하락 쐐기형 차트도 강세 신호로 봤다. 우라늄(AAZ): Global X 우라늄 ETF(URA)의 월봉이 2011년 이후 하락 추세에서 반전 조짐을 보인다고 주장했다. AAZ는 0.14달러에 매수했고 곧 발표될 뉴스로 단기 상승을 기대했다. 우라늄 수요는 전기차 확대로 늘어나며 가격 상승 요인이라고 봤다. 거시 논리: 인플레이션이 낮은 이유는 화폐 유통속도(현재 약 4회, 정상 약 8회)가 낮기 때문이며, 백신 보급 후 유통속도가 회복되면 인플레이션과 에너지 가격(우라늄·수소·태양광)이 상승한다고 전망했다. 에너지 수요: 머스크 발언을 인용해 전기차가 전력 수요를 두 배로 늘리고 2040년까지 원자력이 필요할 수 있다고 설명했다. 원자력은 탄소 배출이 없는 청정에너지라고 강조했다. 비트코인 관련(SOS): 블록체인·비트코인 사업을 하는 SOS를 인터넷에서 화제가 된 종목으로 소개했다. 120일 이동평균선에서 반등했다며 일·주·월 단위 상승을 기대했고, 오전에 매수해 이미 수익 중이라고 밝혔다. 출연자 전망: 마이클 버리가 우라늄을 지지한다고 언급했으며, 버리의 과거 게임스탑 투자와 2008년 폭락 예측을 근거로 신뢰도를 강조했다. 리스크: 영상은 규제 문제(드론)와 매출 0, 원전 사고 위험, 희석(dilution) 가능성을 일부 언급했으나 구체적 손절 기준은 제시하지 않았다.
다듬은 글
hey there guys and welcome back to alex invest today i've got a very interesting video for you guys i'm gonna go over three new stocks which i just purchased this morning so we're gonna start right here with this one and uh so this is flt it's a drone delivery canada corp that's what the company's called right and essentially um you know they're in the drone delivery space and why i like this one so much is first of all we can see kind of in the chart where we've been going here too you know and you know i do see us continuing here but there's sort of a bigger reason than just the chart here that i think this one's going to be big and part of the reason is that kathy would actually endorse this as well just the drone delivery space in general right so we're going to go through that here really quickly and you know we can kind of see you know this is on the arkan vest website right we got arkhanvest right here and although this isn't by kathy wood she has done a presentation on you know drone delivery and where it's headed and that this article by uh tasha keaney here who works for arkhanvest um she kathy wood kind of reiterated here what um tasha said on march 13th in fact the numbers actually got a little bit better even so let's just go through this a bit here so first of all we have this graph right here that i wanted to show you guys right and um we can see you know by 2030 35 of e-commerce will be drone delivered and 25 won't be drone delivered right and that's in 2030 though but in 2024 we're already gonna have six percent which doesn't seem like a lot right you think okay well that's really not nothing but um you know when we go down here you know to this one we can see parcel delivery revenue in billions of dollars and uh you know in the world that's 113 billion and actually the latest sort of presentation that kathy wood did this number went up to 114 billion so you know it doesn't seem like a big increase but it's still an increase of 1 billion dollars right guys so keep that in mind and you know this is where we are in 2024 as well that's the black one right and we can see you know china right now is kind of the biggest for drone delivery and yes we're gonna run into some problems with this of course you know we have legislation here and what's legally allowed you know because um a lot of the time right now we kind of run into this issue of um are we allowed to fly drones where are we allowed to fly drones right and all of this but i don't see that being too much of a problem because these are going to be companies doing this right so they're going to have these permissions and stuff right to be able to fly these drones where they need to to be able to deliver these packages right and remember this is just parcel delivery here right so and although kathy wood does say parcel delivery will be the biggest aspect of sort of this drone space here um but you know in general here we can see where we're going and it's to the upside right and so this one again it's going to be a longer term hold for me right and you know as far as i know i don't think kathy has invested in flt dot v or the us ticker and the otc markets is um take off t-a-k-o-f right so that's the u.s ticker and then but we're looking at the canadian version that's the one that i bought right because of course i'm in canada and i'd rather buy in canadian dollars so here again we can see the sort of the legislation we've we've run into a bit in the us right we have zero revenues right now from it and you know but we're just gonna keep expanding here in the space and and this is where we're going right and we could go more than this this is just sort of their expectations right for 2030 and and we can kind of see here this is sort of the other aspect of these drones right and it's mapping revenue which is you know mapping out i mean it's in the name right and uh parcel drone sales right so this is the actual sales of the drones right and again in billions of dollars so you know again we're gonna go up here and at the price you know we're we're only at you know for uh flt here we're only at you know the 2.1 price right now you know i bought this one at 2.2 actually and again you know longer term hold for me i'm gonna be holding this one into the future and um we've got again a bit of a you know falling wedge here so again another pretty bullish sign here on this stock and i think short term and obviously longer term that's when i really see this one doing well so watch out for this one now the next one we're going to go over here is aaz and this one is in the uranium space right as in court energy that's what this one's called and they're still small but they have some big news coming out soon and that's kind of why we're seeing this big run here that and you know there's a big big craze going on in uranium right now everyone's picking up uranium every everyone thinks there's going to be a short squeeze in uranium everyone thinks you know this is going to be our next big thing and i kind of agree and there's a few reasons why i agree here maybe not with the short squeeze aspect you know that one you know it's a little harder to determine but and that's also not the reason why i bought this one um but we're going to go over some of the reasons why i did buy this one right and obviously the chart i mean we're going straight up here right so you have to you know believe in this one if you are investing but i do i picked up this one this morning at 0.14 and you know we're at 0.15 but let's get back to this digging news for a second here right they have actually uh sort of a a new site set up here and you know supposedly on twitter for example they say that their news is going to be really really good for this and uh so i think we do have a lot of upside potential left in this stock uh in the short term uh because this news has supposedly kind of come out by the end of the week but also in the long term because you know uranium is is pretty clean energy if you can sort of look away from you know what happens when something goes wrong and there's sort of this catastrophic event uh that goes on then other than that you know the energy from that you get from this is first of all you get a lot a lot of energy and it's all really clean energy other than again from the fact that if something goes wrong then it's quite catastrophic but there's been so many advances in this space as well right and so it's so much rarer that something goes wrong and there are we do have a lot of nuclear plants out there in the world and i think you know a lot of people only hear about the bad aspects of that and they don't really hear about any of the good aspects like how much energy it produces and you know how how that energy is actually clean energy you know it doesn't produce any co2 or anything like this so um you know when a bad event happens it's all over the news but when a uri when a nuclear plant is doing well you know you don't hear that on the news obviously right because it's not interesting the news won't get any hits on that or whatever right but there's a few other things i wanted to mention here with you guys right and the first one is michael bury is in uranium and he is actually endorsing this and you know what's interesting actually let me just go back here for a second you know what's interesting about that is he actually bought gamestop as well and you know made a couple billion dollars on that i think he put in like 270 million dollars in gamestop when it was back at like four dollars right and he rode that all the way up to the top and then sold the guy is a smart man that's the same guy who um you know back in 2008 predicted that the whole market would crash and you know he's made some insane insane trades uh you know throughout his life and it continues to you know make these amazing trades so you know that's part of the reason why i also bought this this uranium company right aaz now he didn't buy this uranium company he just believes in the uranium space in general and it has um you know shares in i believe the commodity of uranium and also a few stocks as well although i'm not exactly sure on that but you know there's a few other things i wanted to show you guys and the first one is kind of is kind of this right here right this is the globalx uranium etf right and if we go out to the monthly this is the all time right we can actually zoom in a bit here there we go this is the all time here and we can see this is where we started back in 2011 right and we just had this big big kind of continuous downtrend here but see what's happening now is it looks like it seems like there's been a bit of a reversal here now right back into the upside and remember this isn't a stock this is the uranium etf right globalx uranium etf um we can see that right here right and you know ura by the way if you guys want to look it up you know again the technology's gotten better and and we're in this reversal here now right and moving up again to the positive here so what i could see happening is that's kind of continuing back up on this uptrend and you know we've broken through quite a few resistance levels here already so you know i could see us definitely definitely continuing here on to the upside it for uranium in general right and as uranium goes up you know the all of our uranium stocks are going to go up because the hydrogen or sorry because uh uranium is becoming more expensive and then here's the other thing that's very very important about this right as we see more inflation coming back into the economy right and as we kind of see more um energy demand here coming back right you know as you know the economy starts to recover here and we start to see people you know moving around the world and all this again right we're going to see uranium and and our other sort of energies here especially our alternative energies go up in value and i've talked about this before in a lot of my videos right guys i and not specifically as for energy but for hydrogen i've mentioned this a lot where as you know um energy in general becomes more expensive as gas becomes more expensive again right our hydrogen also becomes more expensive because it's an alternative energy to gas so you know once once gas moves up in value that automatically makes hydrogen come up in value and makes solar come up in value right and that's what i'm seeing for uranium here as well again as energy demand again increases and you know supply stays the same what happens price goes up basic economics right guys so that's what i see and going back to that inflation aspect of it again right this is very interesting right because inflation right now is very very low and part of the reason we it is so low is because something called velocity of money and if you guys don't know what that is i'll explain it to you quickly basically what it is is the velocity of money determines how many times a dollar will travel through the economy before it's put into a savings account or invested right and right now we're hanging at around four for that so basically every dollar that circulates through the economy goes through the economy uh or goes through four people before it's put into a savings account or investment account so i think goes from one company to an individual you know to the supermarket uh to another individual and then into a savings account let's say so that's four times right and usually that number is higher usually it's at around eight so once we see that number come up with all this stimulus with all this extra money that we have now right we're going to see inflation move at a drastic rate to the upside guys so i think what's going to happen is when we see this vaccine roll out and when we see everything get back to normal the velocity of money is going to come back up we're going to see inflation come back up and at the end of the day that's going to make solar energy more expensive it's going to make hydrogen energy more expensive and it's going to make uranium more expensive and that again also goes along with that energy demand which is increasing again and because again the economy is going more there's more circulation again right and that again pushes the velocity of money up so they're kind of correlated here these two things right and there is one more thing i want to share with you guys about uranium and that is this right here and we'll go to the top here for a second right elon musk says evs will double world's need for electricity and again what does this go into it goes into our demand for energy again here right and that's what's important here but there's a few interesting lines that i highlighted here for you guys that i wanted you to read and that's musk said sourcing the energy for necessary to power evs would become the biggest obstacle right so basically what he's saying here is there isn't enough you know energy demand right now to keep up with evs first of all and because of that you know in general there won't be enough energy demand as a whole if we don't have enough energy demand for just evs here right but there's a few other things and it's this musk says it will take another 20 years for cars to be fully electric right that's right here it is like with phones you cannot replace them all at once so that's first we need sustainable energy if something goes wrong we don't stop producing co2 and still need to transition ourselves towards a sustainable energy production and musk also notes right that's right here musk also notes to his german audience that he did not oppose nuclear energy and went so far as to suggest it might even be necessary if we were to meet if we're to meet tomorrow's need for electricity which he said would double by 2040.
now again this goes into energy demand right and with energy demand again that's going to increase the price of the all these energies again right and again it's clean energy and double by 2040. so very very interesting stuff there's a lot there i get it but you know it's all very very important and this is all really why i think you know uranium is going to be a good one to be into that's not saying you know don't buy solar stocks buy solar stocks buy hydrogen stocks they're all good but have a uranium stock in there too guys why not you know it's again it's clean energy people don't think about it as clean energy but it is clean energy so you know that's that one there a lot to cover there i know guys again but uh you know really really good stuff going on there uh and you know even as i was talking here we're back up at 0.16 you know i do see this one moving much much much higher from here with again their digging news coming out soon here too is going to be big now on to the last stock right here sos i'm sure you guys have heard of this one it has been exploding on the internet and um you know i said i have a little extra cash left you know and i don't like having cash right on the sides especially in a market like this everything's going up up up up up you don't want to have too much cash on the sides sure i have like maybe a you know a little bit on the side you know just in case there's a red day i can add more shares to some of these stocks but generally i like to have very little amount of cash sitting on the sidelines at this time just because of the market we're in right and so i picked up this one this morning right here right and this is a bitcoin play um you know they're in that blockchain business right and um i see this one doing really well again we can compare it to another one riot i'm sure you've heard of this one as well riot blockchain right and you know yeah on the monthly chart i mean you know that's where they they were at one point but you know again that's dilution etc as well let's go to the five minute here though and actually let's go to the 30 minute and zoom out here look at this guys look at this this is the beginning of 2021 here and you know that's 300 percent right there sos is similar to that you know as a company they're very similar and and they have similar kind of um stats things they're doing um sos obviously less revenue etc but you know again we see where this one's going and that's why i said you know everyone's talking about this one let's just buy some in the morning i did i'm up on it already i was up a lot on it you know um and this morning we've come back down a bit now and what's interesting again to note here is we bounced off this 120 ma and that is big right we bounce right off of it price bounces right off i think this one we're just going to keep going up on the upside here as well on the day on the week and on the month i think we're going to do very very well on this one and moving forward from there so that's the last one i didn't want to go through this one too too much um but it is the last one i bought this morning so guys that is going to be the video for today i hope you liked it a lot to cover here yes um you know the first two were my main two picks the uh the flt the drone pick and the uh uranium stock aaz right those are the two that i was already planning on buying uh over the weekend here and sos was just one that i said a little bit of it you know a little bit of a yolo i just went you know i'm just going to buy some shares here as well so that's going to be it for you guys today i hope you guys liked the video if you did please like subscribe and leave me a comment as always i really really appreciate it other than that i hope you guys have a fantastic day and i'll see you guys tomorrow
Comments 0