What Financial Education said in this video:
- Otherpositive for stocksThe host notes that big tech stocks repeatedly get sold off by Wall Street only to be bought right back up, with the same pattern playing out again and again, which supports big tech.Source
- MUneutrallong-termThe host uses Micron to show that despite daily ~2% moves over the past 20 sessions, there has been no day-to-day fundamental news; memory supply and demand will grow over coming years, but investors should stay focused on the long term and not get caught up in volatility.Source
- NVDAneutralThe host notes Nvidia has a 63% net margin and a forward P/E around 22, far below tech-bubble levels, showing the market is valuing these high-growth companies more cautiously than in the bubble.Source
- PLTRneutralThe host notes PLTR has very high gross and net margins (net margin close to 50%), arguing these companies are in a new paradigm of unprecedented profitability, and PLTR has already seen major growth.Source
- MSFTneutralThe host notes Microsoft has net margins over 40% and revenue growth of 18%, part of a historically unprecedented profitability and growth profile among top market companies.Source
- AMZNneutralThe host notes Amazon's net margin is just under 11%, about 3x Walmart's historically, with 20% revenue growth, and cloud business growth rates have not yet peaked.Source
- GOOGLneutralThe host notes Google has a 55% net margin and 24% revenue growth, a historically rare growth level for a top company, with growth rates not yet peaked.Source