With markets at all-time highs, which growth stocks are in the bargain bin? Which are stocks to buy now September 2021?
September is here, and you are asking yourself, "which stocks should I buy now"? I’ve got your back! I have three stock ideas for you to explore. These stocks have been beaten down from recent highs, and they could be an opportunity at these levels. Today’s video is focused on three, high-growth stock picks, and each is focused on a unique mega trend:
👉 “Autotech revolution”, which includes electric vehicles (EVs) and autonomous driving
👉 Streaming media, connected-TV, cable cutting, and programmatic ads
👉 Housing 2.0
Indie Semiconductor (NASDAQ: INDI) was founded to laser-focus on semiconductor and software solutions for the automotive industry. It creates connected car solutions, user experience solutions, electrification applications and equipment, and edge sensors for Advanced Driver Assistance Systems (ADAS), which includes LiDAR. I have been researching this company for a while, and I have been buying shares under $10. Recently, I discovered that both David Aldrich, retired Chairman of the Board of Skyworks Solutions (NASDAQ: SWKS), and George Soros, legendary and billionaire hedge fund manager, have been buying shares of the stock. In fact, Soros recently purchased 2.5 million shares of INDI at $9.87. David Aldrich is also Indie’s board of directors, and he has an incredible track record in the semiconductor space. Don’t get me wrong, I don’t simply buy a stock because others are, but it does strengthen my conviction level.
Roku, Inc. (NASDAQ: ROKU), a pandemic winner, has been under pressure since its latest earnings call. Growth is decelerating, and supply chain issues have placed pressure on profit margins. Roku released a letter with its latest earnings announcement. In the letter, Roku stated that, “tight component supply conditions and shipping constraints” caused elevated prices. Additionally, the company said, “In Q2, we insulated consumers from increased costs for Roku players, which resulted in player gross margin turning negative in the quarter.” Is ROKU simply a stay-at-home stock, or is it a long-term winner for your growth portfolio?
Zillow Group (NASDAQ: ZG) (NASDAQ: Z), has a 52-week high of $212.40, but it's currently trading around 55% lower near $96 per share. That's an aggressive sell off! I recently did an article called, “Is Zillow the Amazon of Real Estate?” In this article, I discussed how companies like Zillow Group, Opendoor Technologies, and Redfin are disrupting the real estate industry. My favorite of the three is Zillow, which calls its latest solution Zillow 2.0. The company's goal is to "create a radically simpler real estate transaction through technology, service and integration." Today's consumers want information at their fingertips, and they demand streamlined shopping experiences that leverage technology. The world has evolved tremendously over the past decade, and expectations are constantly increasing. Today's business environment is all about speed and convenience, and consumers leverage technology from companies such as Netflix (NASDAQ: NFLX), Uber (NYSE: UBER), Lyft (NASDAQ: LYFT), GrubHub (NASDAQ: GRUB), DoorDash (NYSE: DASH), Expedia (NASDAQ: EXPE), Airbnb (NASDAQ: ABNB), Carvana (NYSE: CVNA), and others to enable these experiences. Housing is the next logical step in this evolution, and Zillow is an early leader in this disruptive technology space.
Please watch this video for more information on these companies and my price targets for each.
Not financial advice.
Semiconductors are fueling secular growth trends and disruptive technology. Could a pick-and-shovel stock like NVDA or AMD help your portfolio capture these gains?
Is data the new oil? I have been saying for over a year that data is not the new oil. The reason I say this is because data needs data centers, and data centers need semiconductors. Therefore, semiconductors are the new oil. Think about it for a minute. Consider all of the secular growth trends and disruptive innovations we are experiencing and will continue to experience over the next decade. Here are several to consider:
👉 Data centers
👉 Cloud computing
👉 Space exploration
👉 Video gaming
👉 Online gambling
👉 Augmented reality (AR)
👉 Virtual reality (VR)
👉 Mixed reality (MR)
👉 Autonomous driving /autonomous vehicles
👉 Electric vehicles (EVs)
👉 Cryptocurrency / Bitcoin / BTC stock
👉 Artificial intelligence (AI)
👉 Big Data
What do all of these growth trends have in common? They all require semiconductors. So which stocks are the best to own? You could leverage an ETF like VanEck Vectors Semiconductor ETF (NASDAQ: SMH) or iShares Semiconductor ETF (NASDAQ: SOXX), but which companies are best of breed that could help capture the most gains in these disruptive technologies? Perhaps an excellent pick-and-shovel stock exists. Today, I do deep-dive analysis on Nvidia (NASDAQ: NVDA) and AMD (NASDAQ: AMD). I will explain the growth trends that both companies help fuel, and I’ll provide opinions on which stock is the best long-term investment.
Nvidia reported impressive earnings after the closing bell on Wednesday, and its evident that the company is firing on all cylinders. Nvidia got its big break in 2001, winning the Xbox award and becoming the fastest semiconductor company in history to reach $1 billion in sales. It was co-founded in 1993 by current CEO, Jen-Hsun "Jensen" Huang. Jensen is one of the most influential leaders in Silicon Valley, and his capabilities seem to age like fine wine. People want to work for Nvidia, and the company’s list of credentials grows annually. To provide insight into how impressive Nvidia's business is, here is a list of recognitions:
👉 Harvard Business Review’s The CEO 100
👉 Fortune’s Best Places to Work
👉 MIT Tech Review’s 50 Smartest Companies
👉 Fortune’s World’s Most Admired Companies
👉 Forbes JUST 100 Best Corporate Citizens
👉 Dow Jones Sustainability Index
What’s mind-blowing to many is that Jensen Huang is actually related to AMD’s CEO, Lisa Su. That's right, Lisa Su's grandfather is Jen-Hsun Huang's uncle. Talk about brainpower running in the family! AMD has a much longer history than Nvidia. In fact, it was founded in 1969 by Walter Jeremiah (Jerry) Sanders, a former executive at Fairchild Semiconductor Corporation, and seven other individuals. AMD’s first product dates all the way back to 1970, but it did not begin producing computer chips until several years later. AMD struggled for many years to compete against behemoth Intel (NASDAQ: INTC), although the tides have recently changed. Intel is a company that arguably failed to innovate, and Lisa Su and her team at AMD were able to capitalize on its complacency. AMD released Ryzen in 2016, which is known as a Zen microprocessor. Speeds blew past Intel by 50% or more in some areas, which changed the game for AMD.
Both Nvidia and AMD have been making strong pushes into data center processors. The CAGR has been impressive, and in my opinion, data centers are the largest potential growth drivers for both companies. Nvidia is in the process of acquiring ARM Holdings from SoftBank (OTC: SFTB.Y) for approximately $40 billion, which would be a game changer in its data center segment. The acquisition is currently held up in the approval process, but Nvidia told investors on their recent earnings call that the deal should get done with time. A denial is certainly a risk for the Nvidia's stock price, so it’s something to be aware of. AMD is following the same approach by acquiring Xilinx (NASDAQ: XLNX), which is expected to close by the end of 2021 for a similar price tag of approximately $36 billion. Of course, both Arm and Xilinx do more than just data center hardware. For example, Xilinx is a leading designer of field programmable gate arrays (FPGAs), and the acquisition would help AMD combat its arch rival, Intel in this area.
Both acquisitions would be huge for each respective company, but should you buy AMD or Nvidia stock? Please watch this video for additional deep-dive stock analysis and opinions on the semiconductor industry, and specifically, Nvidia stock and AMD stock. #NVDA #AMD #semiconductors #thenewoil #stocks
These three stocks could be long-term winners in your portfolio. Today, I cover three of my top conviction stocks. High-conviction stocks are simply stocks that I believe will do well over the next several years with reasonable to low risk. High-conviction stock picks aren’t always the highest growth, but rather stocks I personally have high confidence in. I have been investing over twenty years, and I have grown my capital to millions of dollars over time through long-term investing and compounding. Part of my job, once I have the money, is to preserve capital. These stocks have a balance of healthy growth and risk and should help ensure capital preservation for my long-term investing portfolio. I have created a ranking system to help explain the strengths and weaknesses for each company. I have broken down my top 25 high conviction stocks into the following rankings: - Safety score (1-10). The higher the number, the lower the risk. - Growth score (1-10). - Moat score (1-10). - Management score (1-10). In today’s video, I break down three of my top 25 high-conviction stocks. All three stocks are still, in my opinion, attractive at these levels and could be buys in August on any weakness. I think all 3 of these stocks are top stocks to buy now. They are long term stocks to buy and hold. They could be the best stocks to buy now in August 2021. I break down Nvidia (NASDAQ: #NVDA), Snowflake (NYSE: SNOW), and Amazon (NASDAQ: AMZN). NVDA stock, SNOW stock, AMZN stock, Amazon Web Services AWS. Please watch to see my rankings for each stock and my rationale for each. Opinion only. This is not financial advice. #growthstocks #stockstobuy #SNOW #AMZN
What's up #FUWFam!? I'm dropping a new video tonight at 9 PM Eastern Time: 3 High Conviction #stocks to Buy in August. I'll be unveiling the FUW Community's new way to measure stocks. Every investor is unique....we all have our own risk tolerance, suitability, goals, etc. I have ranked my Top 25 highest conviction stocks by specific categories and metrics such as growth, management, etc. These metrics will make it simpler for each individual investor to analyze stock picks and decide which stocks are a good fit in his or her own investing portfolio. Tonight, I will be revealing 3 of my Top 25, with metrics for each! If you are interested in the full list of my Top 25 High-Conviction Stock Picks (with all rankings), please join Patreon for full access: https://www.patreon.com/firedupwealth