What Adam Khoo said in this video:
- PLTRneutralThe host mentions Palantir as one of his own stocks but states no directional view on it.Source
- NVDAneutralThe host mentions Nvidia as one of his own stocks but states no directional view on it.Source
- SMCIbearishlong-termThe host avoided SMCI over three red flags: inconsistent free cash flow despite reported profits, a 2020 SEC accounting charge with a $17.5 million penalty, and a weak, replicable competitive advantage.Source