2022 is here, and you are asking yourself “which stocks should I buy now in 2022?” or "which stocks should I buy now January 2022?". I’ve got you covered. Today, I am bringing you 12 stock picks for 2022 and the next decade. I am providing a variety of secular growth stock trends to consider, from cloud services, cybersecurity, and electric vehicles, to metaverse, artificial intelligence, fintech, big data analytics, and more! Many of the stocks on the list have been beaten down from previous highs, and I believe each is positioned well for 2022 and the next several years. These stock picks are not in any particular order.
Here are a dozen stocks to buy now in January 2022...to ride the secular growth waves of 2022 and beyond!
1. Cloud Services and E-Commerce
Here are the five primary reasons I believe Amazon (NASDAQ: AMZN) should rebound in 2022: Record holiday sales, Amazon Web Services (AWS), Amazon Marketplace, Infrastructure and employees, Lagging performance is historically part of a trend.
2. Cybersecurity and SaaS
The next stock pick is KnowBe4 (NASDAQ: KNBE), a security awareness training company that simulates phishing attacks to educate employees and prevent social engineering cybercrime.
3. International E-Commerce and Fintech
Digitalization is accelerating in all parts of the world. Can we take advantage of this secular growth trend as investors? Global internet access, adoption, and digitalization are rapidly increasing, and the number of digital buyers continues to climb annually. MercadoLibre (NASDAQ: MELI) is a great way to invest in Latin America, and its stock is priced attractively after a recent correction.
The metaverse is unquestionably the hottest stock market topic in recent months. One of the first names that comes to mind is Roblox (NYSE: RBLX). Roblox is a platform that brings players and developers together. The company's mission is to enable billions of people from across the globe to have fun, learn, and play. Roblox is built on a strong foundation of millions of developers who produce immersive "experiences" using Roblox Studio.
5. Artificial Intelligence
Upstart (NASDAQ: UPST) is down well over 50% from its recent high of $401.49. This red-hot stock is an AI lending platform that works with banks to disrupt traditional lending practices such as FICO scores.
6. Reopening Stock
I wanted to include a potential “reopen” play, and Everi Holdings (NYSE: EVRI) fits the bill. This is a slot machine jackpot stock!
7. Semiconductors - "The New Oil"
I have been calling semiconductors "the new oil" since August of 2020. Nvidia (NASDAQ: NVDA) has been a leader in the sector, but will its outperformance continue? It's easy to see why some investors would shy away from Nvidia at these levels. Nvidia has its hands in nearly every secular tailwind imaginable: Data centers, Cloud computing, Cybersecurity, Space exploration, Video gaming, Online sports bets, Augmented reality (AR), Virtual reality (VR), Mixed reality (MR), Autonomous driving, Electric vehicles, Genomics, Esports, 5G, E-commerce, Cryptocurrency, Artificial intelligence (AI), Metaverse, and Big data.
8. Cashless and Buy Now Pay Later (BNPL)
PayPal (NASDAQ: PYPL) is an online payments platform that enables users to send and receive money digitally worldwide.
SoFi Technologies (NASDAQ: SOFI) is a one-stop shop for all things banking and personal finance. From stock investing, crypto, credit cards, and student loans, to auto loans, home loans and more, SoFi is a fintech play that has great long-term potential.
10. Big Data, Analytics, and Cybersecurity
Palantir (NYSE: PLTR)
11. International E-Commerce, Gaming, and Fintech
Sea Limited (NYSE: SE) is what I like to call a three-headed monster. The holding company consists of: Garena (esports and mobile gaming), Shopee (e-commerce), SeaMoney (financial technology).
12. Electric Vehicles and AI
I believe Tesla (NASDAQ: TSLA) is the top high-growth artificial intelligence company in the world.
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I have been investing in the stock market for over 20 years, but I am not a financial advisor or a legal professional, and I am not providing financial or legal advice. The information provided is for informational purposes only. It should not be considered legal or financial advice. FIRED Up Wealth & Eric Cuka do not make any guarantee or other promise as to any results that may be obtained from using our content. No one should make any investment decision without first consulting his or her own financial advisor and conducting his or her own research and due diligence. Past performance is no guarantee of future results.
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
The Biden Administration is pushing for cybersecurity infrastructure upgrades after recent attacks. Can these stocks ride the secular growth tailwinds and boost your portfolio?
1. Palantir PLTR is not typically thrown into the cybersecurity stock bucket. After all, Palantir is a big data analytics software company that helps government agencies and companies manage and analyze data. However, with the increased hacks and high-profile breaches, businesses are faced with complex challenges that require sophisticated solutions. Palantir offers highly secure data compared to most competitors. It started as a company laser-focused on government-related clients, so its solutions were built with security as the backbone. Commercial-focused vendors cannot say the same, and this provides a competitive advantage for Palantir. As an example, Snowflake (NYSE: SNOW) is more focused on accessing and sharing data, and security is part of the solution. On the other hand, Palantir’s foundation is built with security in mind. As President Harry S. Truman would say, "the buck stops here". Security is priority number one. As Palantir pushes harder into the commercial sector, I believe this advantage will reap rewards. Additionally, Palantir has been thinking outside of the box with their growth expansion, which I explain in the video.
2. Okta OKTA is a leader in Identity Asset Management (IAM). Its platform allows seamless user identification across an entire organization, covering all apps & devices. Okta’s recent acquisition for Auth0 is misunderstood, but I think there is amazing potential with the two businesses combined. Okta is focused on single-sign-on access for employees to cloud SaaS vendors such as Salesforce (NYSE: CRM) and Workday (NASDAQ: WDAY), as examples. Auth0 is a developer tool that enables coders to leverage APIs to access single-sign-on functionality. Simple lines of code can allow IAM integration without a complex workload. You could compare this to how Twilio (NYSE: TWLO) simplifies messaging and communication.
3. Telos Corporation TLS is not a well-known company, but it reminds me of Palantir’s little brother. It's a small cap stock with a $1.88 billion market cap. Telos has over 350 customers, and you may be surprised by some of the names they work with. Telos boasts an 85% recurring revenue model, and 50% of their business is sole source or has limited competition. Telos, like Palantir, has strategic relationships and procurement vehicles with government and federal agencies. I do a deep-dive analysis and breakdown of Telos in this video. This small cap growth stock could be a huge long-term winner in the cybersecurity space. Please watch this video for more information on these cybersecurity-related stocks. I cover fundamental analysis and high-level overviews for each company, then discuss my thoughts on the current stock prices and where I would consider adding more shares to my portfolio.
Cyber security stocks, cybersecurity stocks to buy now, stocks to buy in August 2021. #cybersecurity #growthstocks #PLTR #OKTA #TLS
This is not financial advice.
Should you invest in the Roblox Metaverse? I recently covered Roblox stock on The Motley Fool, sharing my thoughts and a 25-minute deep-dive analysis video. In case you are not familiar, Robolox is a platform that brings players and developers together. The company's mission is to enable billions of people from across the globe to have fun, learn and play. Roblox is built on a strong foundation of millions of developers who produce immersive "experiences" using Roblox Studio. In fact, Roblox has over 8 million developers and has over 50 million “experiences” or games available to users on the platform. Based on average monthly visits and time spent playing, Roblox is ranked as a top entertainment platform for audiences aged 18 and under. However, Roblox is making a push to attract older audiences as well. Roblox has successfully leveraged advertising and strategic partnerships with Netflix, Disney, and more.
One of the major hurdles with Roblox is trying to place a value on the stock. It has a unique business model with explosive growth, but is this growth sustainable after the pandemic? Probably not completely, but the growth still dominates video game peers such as Electronic Arts, Nintendo, Take-Two Interactive, and Activision Blizzard. In today's video, I provide growth analysis comparing these companies, as well as Shopify, Twilio, Cloudflare, Roku, and Unity Software. My belief is that Roblox is in its own unique niche, and I use Revenue Growth TTM, Revenue Growth FWD, EV-to-sales TTM, and EV-to-sales FWD to compare these companies and determine a fair price for Roblox.
Since going public, Roblox stock has rallied to a high of nearly $104, but it has recently pulled back. The stock is trading down over 25% from the highs, so is it a buy now? Please watch this video for my analysis on the company and opinions on the stock price.
Disclaimer: The information should not be considered legal or financial advice. Informational purposes only.
Today I cover 3 stocks to buy now. iGaming and Legal Sports Betting have massive total addressable markets (TAM), which are covered in the video. Combined US TAM of $60 Billion! I cover Draft Kings $DKNG, Skillz $SKLZ, and Fubo TV $FUBO. These 3 stocks cover different niche areas: #DKNG: "If you're a sports fan it's hard to avoid the marketing missives of #DraftKings. The fantasy sports platform has struck deals with leagues, sports broadcasting networks, and even individual teams to boost its exposure. It's working. The number of monthly unique players on DraftKings has climbed 44% to 1.5 million over the past year. Average revenue per user has soared 55% in that time, and that brings us to the monster growth that DraftKings is bringing to the table. Reported revenue soared 146% in its latest blowout quarter, up a still-impressive 98% on a pro forma basis. DraftKings is posting this growth with some leagues playing abridged seasons in 2020 and 2021. One can only imagine how good things will get as things return to normal with DraftKings being even more ubiquitous." - https://www.nasdaq.com/articles/3-gambling-stocks-poised-for-a-bull-run-2021-03-22 #SKLZ: "#Skillz operates a mobile gaming platform, enabling creators to launch games and allowing gamers to compete for cash prizes. It's not a gambling platform since all games must be skills-based. Gamers pay an entry fee to play. From there, the developer takes a cut, Skillz takes a cut, and winners get paid as well." - https://www.fool.com/investing/2021/01/21/why-is-everyone-talking-about-fubotv-stock/ #FUBO: "Until three months ago, #fuboTV was purely an ancillary gambling play. It operates a streaming TV service with a "sports-first" approach to programming, making it a reasonable digital viewing platform for sports gamblers. The upside on that front has changed with the December acquisition of a fantasy sports specialist and a January deal for an interactive gaming company that will help it launch a sportsbook before the end of this year. There are now 547,880 premium fuboTV subscribers, a 73% increase from where it was at the start of 2020. Revenue is climbing even higher -- up 98% in its latest quarter -- with rising ad revenue and monthly fees pushing average revenue per user higher. The rollout of fantasy sports features this summer and an actual online sportsbook in the fourth quarter should keep its subscribers close. The moves will also help fuboTV stand out from rival live TV services that don't have that optionality." - https://www.nasdaq.com/articles/3-gambling-stocks-poised-for-a-bull-run-2021-03-22 You will find DKNG, SKLZ, and FUBO in popular growth ETFs / innovative technology ETF like ARKK, ARKW, ARKK, BETZ, and more! This is not legal or financial advice. Cheers! -Eric
Trade or Invest in Stocks? Can you do both? Today, I share what I do and my thoughts and opinions. At the end of the day, do what works for you. I personally invest in high quality stocks long term and I have a separate, smaller trading account. I successfully do both, and you can too. #Discipline and #psychology are important to both trading and investing. Traders jump in and out of stocks within months, weeks, days, even minutes, with the aim of short-term profits. They often focus on a stock’s technical factors rather than a company’s long-term prospects. What matters to traders is which direction the stock will move next and how the trader can profit from that move. Investors have a longer-term outlook. They think in terms of years and often hold stocks through the market’s ups and downs. Solid due diligence ( $DD) and conviction are required. Of course, tax ramifications are also a concern.
This is not financial advice. Please make your own decisions and consult your financial advisor and/or accountant as needed. Cheers! -Eric
🔥 This video teaches you how to invest in stocks. Specifically, how to build a growth stock portfolio (high growth stock market portfolio). If I had $10,000 I would invest in a diversified stock portfolio like this. This video shows you how to build a stock market portfolio from scratch for beginners. Stock market for beginners...how to build a stock portfolio from scratch. Where to invest $500 $1,000 $2,000 $5,000 $10,000 $100,000. Topics include: how to build a stock portfolio, stock portfolio for new investors, stock portfolio 2021, stock portfolio for long term, How to Build a High Growth Stock Portfolio for 2021, sample stock portfolio, Robinhood stocks to buy now, stock portfolio for long term investing, Robinhood stocks for beginners, how to invest in stocks for beginners, how to invest in stock market, stock investing for beginners, how to invest in stocks for beginners robinhood, stock market for noobs, how to invest in $10,000 now, how to invest now, what stocks to buy now, stock picks May 2021, stock portfolio strategy, stock market strategy, retirement planning, young investors, How To Build A Bulletproof Investment Portfolio For 2021, QQQ, ARKK, SMH, SOXX, PBW, MSOS, V, MA, NKE, NVDA, AAPL, MSFT, LMT, WING, TSCO, TSLA, U, SNOW, GRWG, Z, ZG, COIN, ETSY, DKNG, SPCE, PLNHF, UPST, TWST, MP, CRWD, SQ, TDOC, ACTC, MMEDF, and much more! 🔥
#stocks #portfolio #invest
Disclaimer: The information should not be considered legal or financial advice.