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how's it going with this wild stock market it's hard to know which direction is it wants to go it seems to want to go higher and it doesn't seem like there's any negative things in sight that could drag it down but we always know that something like a black swan event could occur uh which could make that happen so we i'm always cautious to that extent uh but right now i i think things look pretty clear until christmas at least as far as we know i've backed off on the logistic stocks uh simply because they weren't delivering so to speak in more ways than one and also uh not only because of that but because i think there's there's more opportunity with the metaverse stocks and i'm going in heavy and hard on metaverse stocks and i'm also doing some some semiconductor stocks but uh i want to start with metaverse talks for now the first investment in the space is for me is facebook which is now called meta because they are totally going into the metaverse and the significance of facebook whether it turns out to be the number one company in this area or or the overall influencer in this area isn't all that important as much as it's important that a major company has announced that this is a major trend uh which they're jumping into i think the metaverse is the next big thing we're always looking for the next big thing the most recent big thing was tesla and i think uh facebook will do very well it's undervalued uh it's like in the 340s now it should be in the 460s uh according to its growth and and its evaluation uh and and you put a number of things together you get to 460 uh very easily so facebook is is kind of more of a sure thing i would say but i think the tesla of this bunch is really nvidia uh nvidia is is already five years ahead of the other companies if we want to make a tesla analogy you know so much is made of the metaverse that hey it'll be like you're actually there and doing things with friends and family and the whole bit you know but i want to say nvidia they're already there they have this thing called professional visualization and in the second quarter the money from that rose a hundred and fifty percent to half a billion dollars and what the professional visualization is is uh companies pay to have their engineers participate in this in which they can get together in the uh they call it the omniverse they get into the omniverse and they work on the design of a car or a house or whatever they're designing and they they can operate this is already operational this is already a fact this is already so completely usable uh they're not waiting for 10 years from now this is something on the move now it's just so new nobody's heard of it that much we go with the metaverse right now it's the omniverse and this is just one area where nvidia is is just standing out you know they're also into autonomous cars okay and uh providing the the chips for autonomous and the graphic i should say the graphics uh for autonomous driving and you know it sounds like they can develop that separate from tesla and they already have uh an agreement with mercedes-benz but cars coming out with this system this self-driving system and of course i don't know if it's fully self-driving now it's not even on the road yet okay that's why tesla's so far ahead of everybody else but you know if you think about it elon musk was always thinking about other car companies would probably buy licenses to the self-driving if they couldn't produce it themselves well nvidia they have the graphics uh they're going to be a major driver assistant if not full self driving eventually probably and if you're a competitor to elon musk do you want to buy from tesla no you don't you would you'd feel so much better buying it from uh nvidia rather than giving your competit your major competitor money uh so i i think that's just going to be a huge i think their their professional visualization where they can share designing uh with other engineers i think engineers totally i that could be with architects it could be with artists as far as that goes uh there's so many ways that that could be done but these are just two huge areas then nobody else is really even on the map with it except i will mention advanced micro devices which i am also heavily invested in now since october this stock has exploded from the 200s to the 300s it's an absolute beast and why shouldn't it be i mean they're into everything and and the things they are into they dominate i mean they're even in the crypto mining they they i i think the thing is they've been sim simulating uh the real world so much in games that we've discovered that hey the metaverse is all about simulating uh the real world and making it so it's it's real but they've taken it one step further with the omniverse where engineers and architects and artists can actually collaborate in real time while working on a product project is it's just almost unbelievable and then you throw in that they're prob i think they're going to be begging selling self-driving uh systems to companies that haven't made it as far as tesla and want to catch up fast and i bet they'll they'll buy it from nvidia before they'll buy from tesla you know nvidia is tesla without the drawbacks you don't have near the competition they have one competitor amd and they dwarf emd now i think a lot of emd and i'm invested heavily uh in amd but i i see them at an early earlier stage of development is all they're going to do well they're going to do just fine they're a great company there's no doubt but nvidia it's like tesla no other car company even begins to compare and i think when you you know the joke is what's the next tesla probably tesla but i think maybe in this space what's the next tesla i think it's nvidia we look at a year-to-date chart comparing these three stocks nvidia amd and facebook which is called meta now it takes a while to get used to calling that meta but if we look at the chart comparing these three uh nvidia comes out of course on top 110 amd has grown a hundred percent and facebook has grown 10 and i i think i think facebook fell out of favor heavily and they're going to come back and they're going to do better than this but i don't see what's to stop nvidia simply because they're involved in so many different things and they really don't have the competition the only competition they have is the amd and that's what i'm investing into i just see them at an earlier stage in their trajectory and they're going to have dramatic growth and they'll do great also but i think uh the true greatness and the true teslaness if you will lies in nvidia if you made it this far in the in the video thanks a lot for watching be sure to like and subscribe and i will see you in the next one you
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