The John Johnston Lounge

Nvidia Stock has become the largest market cap company in the world, after a meteoric stock price rise. Are AI related stocks like Nvidia in a euphoric bubble, like the EV sector and Tesla stock back in 2021? Related episodes:Will Nvidia Stock Crash 50% Like Tesla Stock?https://youtu.be/2XO2NLEkX5oTesla Will Be The Next Enron! | TSLA Stockhttps://youtu.be/89dLB4VwaJA Today With JJ channel:https://www.youtube.com/@jjstockstodayReferenced videos:Risks of Nvidia becoming the next Nortelhttps://youtu.be/ns334iyQMdMUS Tech Stocks 'Euphoria' Can Break One or Two Ways, Vanguard Sayshttps://youtu.be/JcEW42ZpK0YReferenced post:Christopher Bloomstran on the current market capitalisation of the Magnificent 7 companies:https://x.com/ChrisBloomstran/status/1803477281479766446?t=gMP7OicOY_9QAJcTzrejrA&s=08Join The Art of Value Patreon community for exclusive content I don’t share anywhere else: https://www.patreon.com/TheArtofValueAeroPress - Be your Own Barista. A new kind of coffee press for daily use (referral link): https://amzn.to/3WqsNBSDisclaimer: I am not a financial adviser and nothing in this content is financial advice. This content is for general education and entertainment purposes only. Do your own analysis and seek professional financial advice before making any investment decision. Hosted on Acast. See acast.com/privacy for more information.

I react to a recent video by value investor Sven Carlin, in which he lays out the case that Nvidia stock and other AI-related stocks, are in a bubble like Tesla was, and that NVDA stock will decline like Tesla stock has, over 50% since its peak.Related episodes:Still Early for Nvidia Stock or AI Stock Bubble?https://youtu.be/HXIgS0CvDWATesla Will Be The Next Enron! | TSLA Stockhttps://youtu.be/89dLB4VwaJAReferenced video:Sven Carlin: NVIDIA the next TESLA? (50% DOWN)https://youtu.be/_WiP1RivzLkStocks Today With JJ -  reaction channel:https://www.youtube.com/@jjstockstodayJoin The Art of Value Patreon community for exclusive content I don’t share anywhere else: https://www.patreon.com/TheArtofValueAeroPress - Be your Own Barista. A new kind of coffee press for daily use (referral link): https://amzn.to/3WqsNBSDisclaimer: I am not a financial adviser and nothing in this content is financial advice. This content is for general education and entertainment purposes only. Do your own analysis and seek professional financial advice before making any investment decision. Hosted on Acast. See acast.com/privacy for more information.

Famed “Big Short” investor Steve Eisman explains why he’s currently so bullish on both the US economy and stock market, particularly AI and infrastructure-related stocks. Related episode:Big Short Investor Just Predicted This For Stocks  https://youtu.be/e0Uo4aCQAzYStocks Today With JJ channel:https://www.youtube.com/@jjstockstodayReferenced video:‘Big Short' investor Steve Eisman: The U.S. economy is more dynamic than its ever been in history https://youtu.be/S01fC2TEoqkJoin The Art of Value Patreon community for exclusive content I don’t share anywhere else: https://www.patreon.com/TheArtofValueAeroPress - Be your Own Barista. A new kind of coffee press for daily use (referral link): https://amzn.to/3WqsNBSDisclaimer: I am not a financial adviser and nothing in this content is financial advice. This content is for general education and entertainment purposes only. Do your own analysis and seek professional financial advice before making any investment decision. Hosted on Acast. See acast.com/privacy for more information.

Clean Energy Transition CEO and stock portfolio manager is shorting Tesla stock (TSLA), saying he’s sure the stock is going down to double digits, even to $15, and perhaps to zero! He’s not impressed with Tesla’s falling earnings and increased competition, and says the next quarter earnings are likely to be much worse again.More reaction videos at Stocks Today With JJ:https://www.youtube.com/@jjstockstodayRelated episodes:Tesla Stock Investors MUST Know This About Tesla Bothttps://youtu.be/dlBYMSQ-LFEMohnish Pabrai Warns: Don’t Compete With Elon & Teslahttps://youtu.be/8gCgf383e4EReferenced video:Yahoo Finance: Tesla is hugely dangerous and will be the next Enron, short seller says https://youtu.be/3XxG6f8p8-sJoin The Art of Value Patreon community for exclusive content I don’t share anywhere else: https://www.patreon.com/TheArtofValueAeroPress - Be your Own Barista. A new kind of coffee press for daily use (referral link): https://amzn.to/3WqsNBSDisclaimer: I am not a financial adviser and nothing in this content is financial advice. This content is for general education and entertainment purposes only. Do your own analysis and seek professional financial advice before making any investment decision. Hosted on Acast. See acast.com/privacy for more information.

I react to an interview with famed short seller Jim Chanos discussing the current market environment, his views on AI, meme stocks, and Elon Musk's whopping Tesla pay package.Timestamps:00:19 The current speculative stock market and short sellers02:45 AI - big winners and big losers04:02 Retail investors chasing momentum05:46 Shorting legacy data centers07:20 Roaring Kitty, GameStop and meme stocks9:40 Short selling in The Golden Age of Fraud11:50 Restaurants at insane valuations12:43 Elon Musk's Tesla pay package voteStocks Today With JJ - Livehttps://www.youtube.com/@jjstockstoday/streamsRelated episodes:Everything Money Lost MILLIONS! | My Reactionhttps://youtu.be/j1tQ-n2SxOEIs The Big Short Happening Again? | Michael Burryhttps://youtu.be/E8SWZqabZ7IReferenced videosBloomberg: Jim Chanos on Markets, AI and Meme Stocks, Musk's Payhttps://youtu.be/EmLiZFWmeikJoin The Art of Value Patreon community for exclusive content I don’t share anywhere else: https://www.patreon.com/TheArtofValueAeroPress - Be your Own Barista. A new kind of coffee press for daily use (referral link): https://amzn.to/3WqsNBSDisclaimer: I am not a financial adviser and nothing in this content is financial advice. This content is for general education and entertainment purposes only. Do your own analysis and seek professional financial advice before making any investment decision. Hosted on Acast. See acast.com/privacy for more information.

I react to a recent interview with Fundstrat Managing Partner Tom Lee, in which he asserts that Nvidia (NVDA), Tesla (TSLA) and Apple (AAPL) are all must-own stocks for a long term portfolio, and he also predicts the strong rise of small cap stocks by yearend 2024.Related episodes:Tom Lee: Bullish New Stock Market Predictionhttps://youtu.be/ocLm3eHGdAkTom Lee: Dip Will Be Bought!https://youtu.be/zBxm9IH6z0QReferenced video:CNBC - Fundstrat: Apple, Nvidia, and Tesla should be core portfolio holdingshttps://youtu.be/0QQPYY2gMKAJoin The Art of Value Patreon community for exclusive content I don’t share anywhere else: https://www.patreon.com/TheArtofValueAeroPress - Be your Own Barista. A new kind of coffee press for daily use (referral link): https://amzn.to/3WqsNBSDisclaimer: I am not a financial adviser and nothing in this content is financial advice. This content is for general education and entertainment purposes only. Do your own analysis and seek professional financial advice before making any investment decision. Hosted on Acast. See acast.com/privacy for more information.

Prominent investing YouTubers discuss if it's early for Nvidia stock or in an AI stock bubble. Alex bullish on Nvidia, Jeremy sees $1500 potential, and Sven warns of a bubble. They debate market growth, stock predictions, AI bubble, and Nvidia's future.

I react to a recent interview with Prof. Aswath Damodaran from NYU, "The Dean of Valuation", who still thinks Nvidia stock (NVDA) is overvalued by the stock market, and that Nvidia has turned into one of the greatest momentum stock plays of all time.Timestamps:00:30 commentary: Nvidia reaches $3 Trillion market cap 04:33 Aswath Damodaran: NVDA overvalued but GOAT momentum play Related episodes:Aswath Damodaran: Nvidia Stock “Priced To The Point of Insanity”https://youtu.be/DCI9iQC_hvsAswath Damodaran: Why The Stock Market Is Now Overpricedhttps://youtu.be/IM-F4YVQ3jkReference videos:Bloomberg: Nvidia Market Value Tops $3 Trillionhttps://youtu.be/2YTotcTTHIUCNBC: Nvidia hits a $3 trillion market capitalization for the first time as shares pophttps://youtu.be/NibZk_TkQ_gJoin The Art of Value Patreon community for exclusive content I don’t share anywhere else: https://www.patreon.com/TheArtofValueAeroPress - Be your Own Barista. A new kind of coffee press for daily use (referral link): https://amzn.to/3WqsNBSDisclaimer: I am not a financial adviser and nothing in this content is financial advice. This content is for general education and entertainment purposes only. Do your own analysis and seek professional financial advice before making any investment decision. Hosted on Acast. See acast.com/privacy for more information.

I react to part of recent interview with Alibaba Group Chair Joe Tsai, who discusses how he’s planning for Alibaba to get back to double-digit percentage growth within a defined timeframe.Timestamps:00:26 Recently reorganizing Alibaba management02:24 New extreme focus, exiting non-core businesses04:43 Challenges and reigniting strong growth09:12 What should shareholders expect from management? 13:04 Ongoing dividendsRelated episodes:Alibaba Stock: Chair Joe Tsai on BABA’s Big AI Futurehttps://youtu.be/71WRq1Ca4ewAlibaba Stock Earnings: Big Buybacks, Special Dividend, Stock Down!https://youtu.be/js4sBNJtWHMAlibaba Stock News: Surprise Jack Ma Memo! My Thoughts | BABA Stockhttps://youtu.be/mp6SdoFt2iYReferenced video interview:Joe Tsai on Why Alibaba is All In on AI https://youtu.be/8znIj2ML_VoJoin The Art of Value Patreon community for exclusive content I don’t share anywhere else: https://www.patreon.com/TheArtofValueAeroPress - Be your Own Barista. A new kind of coffee press for daily use (referral link): https://amzn.to/3WqsNBSDisclaimer: I am not a financial adviser and nothing in this content is financial advice. This content is for general education and entertainment purposes only. Do your own analysis and seek professional financial advice before making any investment decision. Hosted on Acast. See acast.com/privacy for more information.

I react to part of a recent interview with Alibaba Group Chair Joe Tsai, who discusses the value and opportunities of artificial intelligence (AI) for Alibaba, and what Alibaba Group is already developing in the field of AI.Timestamps:00:32 First way Alibaba is involved in Artificial Intelligence (AI)03:23 Second way Alibaba is involved in AI06:43 Third way Alibaba is involved in AI09:15 Other strategic AI investmentsRelated episodes:Alibaba Stock: Is The Bottom In? Chairman Joe Tsai Interview!https://youtu.be/eZ4x8z2qjIIAlibaba Stock Earnings: Big Buybacks, Special Dividend, Stock Down!https://youtu.be/js4sBNJtWHMAlibaba Stock News: Surprise Jack Ma Memo! My Thoughts | BABA Stockhttps://youtu.be/mp6SdoFt2iYReferenced video interview:Joe Tsai on Why Alibaba is All In on AI https://youtu.be/8znIj2ML_VoJoin The Art of Value Patreon community for exclusive content I don’t share anywhere else: https://www.patreon.com/TheArtofValueAeroPress - Be your Own Barista. A new kind of coffee press for daily use (referral link): https://amzn.to/3WqsNBSDisclaimer: I am not a financial adviser and nothing in this content is financial advice. This content is for general education and entertainment purposes only. Do your own analysis and seek professional financial advice before making any investment decision. Hosted on Acast. See acast.com/privacy for more information.