- Video return
- +1.96%
- Calls
- 6
- Buy / Sell
- 6 0
- Published
Recommendations
Entry is the asset's closing price on the publication date. Current is the last close on record.
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Entry $434.11 11 Jul 2026Current $435.36 09 Sep 2026Result +$1.25vs. index −0.7% SPY +1.0% over the same days
Cite this call Watch source video * †
Surrounding source transcript
I put $2,100 into a stock and now it's worth $4,400 and it's called Taiwan Semi. And I do not believe this is the end. I believe that this company will still grow. So when I see it drop, I'm buying more of it. This company is a $435 stock. It's up 3% in the last month and it's an ADR, meaning if you're in the United States, it means it's basically an overseas company. But this company Taiwan Semi is the main bottleneck of the artificial intellig…
So when I see it drop, I'm buying more of it.
AI-extracted context “I do not believe this is the end. I believe that this company will still grow. So when I see it drop, I'm buying more of it.”
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Entry $434.11 11 Jul 2026Current $435.36 09 Sep 2026Result +$1.25vs. index −0.7% SPY +1.0% over the same days
Cite this call Watch source video * †
Surrounding source transcript
…g you what to buy, hold, and sell. But I can tell you that is foolish to think you could get around it in this world where you using AI and you wouldn't even know it. So, let's get right into it. And if you don't like it, it is what it is. So Taiwan semi a better spot to buy this in my opinion is in the 420s. However, I will buy it now and hold on to the long term. And a great spot to buy it is closer to the 300s. But you don't always get a great deal. I always tell you look at it like real estate. your house in your neighborhood the price that…
So Taiwan semi a better spot to buy this in my opinion is in the 420s.
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Entry $434.11 11 Jul 2026Current $435.36 09 Sep 2026Result +$1.25vs. index −0.7% SPY +1.0% over the same days
Cite this call Watch source video * †
Surrounding source transcript
…o think you could get around it in this world where you using AI and you wouldn't even know it. So, let's get right into it. And if you don't like it, it is what it is. So Taiwan semi a better spot to buy this in my opinion is in the 420s. However, I will buy it now and hold on to the long term. And a great spot to buy it is closer to the 300s. But you don't always get a great deal. I always tell you look at it like real estate. your house in your neighborhood the price that it is right now. If you own a home, you might think it's…
However, I will buy it now and hold on to the long term.
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Entry $434.11 11 Jul 2026Current $435.36 09 Sep 2026Result +$1.25vs. index −0.7% SPY +1.0% over the same days
Cite this call Watch source video * †
Surrounding source transcript
…sing AI and you wouldn't even know it. So, let's get right into it. And if you don't like it, it is what it is. So Taiwan semi a better spot to buy this in my opinion is in the 420s. However, I will buy it now and hold on to the long term. And a great spot to buy it is closer to the 300s. But you don't always get a great deal. I always tell you look at it like real estate. your house in your neighborhood the price that it is right now. If you own a home, you might think it's kind of high, but if you could get your next door…
And a great spot to buy it is closer to the 300s.
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Entry $73.37 11 Jul 2026Current $76.03 09 Sep 2026Result +$2.66vs. index +2.6% SPY +1.0% over the same days
Cite this call Watch source video * †
Surrounding source transcript
…hing any streaming service how do you think they got that to you the AI picked what thing to show you even with videos on YouTube the algorithm is picking which videos to pop up in your face and the algorithm is artificial intelligence but Netflix being our next play that we talking about this one my average in this medium-term account is $31. I put in like $2,000 and now I'm up like $2,000 and I got 57 shares here. So, you could just buy things when they're at good prices and then ride the wave up. And Netflix is one of th…
Netflix being our next play that we talking about
AI-extracted context “Netflix being our next play that we talking about this one my average in this medium-term account is $31.”
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Entry $73.37 11 Jul 2026Current $76.03 09 Sep 2026Result +$2.66vs. index +2.6% SPY +1.0% over the same days
Cite this call Watch source video * †
Surrounding source transcript
…hat we talking about this one my average in this medium-term account is $31. I put in like $2,000 and now I'm up like $2,000 and I got 57 shares here. So, you could just buy things when they're at good prices and then ride the wave up. And Netflix is one of them that's actually at a great price right now, but that doesn't mean the price can't get greater. We like great prices. We like greater prices. We even like good, decent prices. So, Netflix is down 41% in the last year. They've been struggling a lot, but the company has been making a …
Netflix is one of them that's actually at a great price right now
AI-extracted context “you could just buy things when they're at good prices and then ride the wave up. And Netflix is one of them that's actually at a great price right now”
Full Transcript
I put $2,100 into a stock and now it's worth $4,400 and it's called Taiwan Semi. And I do not believe this is the end. I believe that this company will still grow. So when I see it drop, I'm buying more of it. This company is a $435 stock. It's up 3% in the last month and it's an ADR, meaning if you're in the United States, it means it's basically an overseas company. But this company Taiwan Semi is the main bottleneck of the artificial intelligence space. Meaning a lot of the artificial intelligence that you see can't even be built without semiconductors from this. The semiconductors are the metal that they need in order to make artificial intelligence. So let's look at the numbers. Taiwan Semi is over a $2 trillion company and it has a P ratio of 36. We like the P ratio to be in range of about let's call it 15 to 30. But if you see it anywhere in that range, the lower the better, but still decent now because of the growth. What does that mean for my people who new to the stock market? When you want to buy real estate, you'll prefer to buy a stock when it's a deal. That 15 to 30 is a regular deal and a really, really good deal all the way on the bottom. But sometimes you don't get a deal because this thing is never going to be on sale and the value could still go up. But when you see the deal, you got to be able to identify it. So make sure you following the right people on the internet. Now, here's one of the things that a lot of people haven't been talking about. Mark Zuckerberg, who owns Instagram, Facebook, WhatsApp, he is trying to turn Meta into a bigger chipmaker. Why is that important? Because I just told you that the Taiwan Semi company is one of the main bottlenecks. Aka, if they ain't doing their job, a lot of this AI stuff ain't going to happen. And if Meta is trying to make their own in-house chips to compete with Nvidia, to compete with AMD, who are also chip makers, that means the demand for making more chips is about to go up even higher. And Meta is planning on doing this in September. Now, you're thinking, okay, they're going to start making chips, but are they really going to put some money behind this? According to Wall Street, Meta is about to put $125 billion towards this AI movement that they're doing. So, you can only imagine the funds rolling in. So, as an investor, a long-term investor who can also trade short-term, I want to get in on the short-term runs and I want to get in on the long-term gains. I always tell you, proper preparation prevents poor performance. Those are the five Ps. But here's an interesting point. Taiwan Semi has their earnings report coming out and that means that on Thursday the 16th we're going to find out do they expect to make even more money or is the money going to stay consistent or even drop down which you know what time it is with artificial intelligence and these data centers popping up and everybody using AI to make pictures or to draft emails or whatever you might be using it for. AI ain't going nowhere. So this company is going to be able to really grow like crazy. Now, there's some people who going to miss out on the AI revolution. And I'm keep it real. Fools. Fools. Why are you a fool for missing out on the AI revolution? Because you participating in it if you want the internet as a consumer. You're just not an investor. So, I'm not telling you what to buy, hold, and sell. But I can tell you that is foolish to think you could get around it in this world where you using AI and you wouldn't even know it. So, let's get right into it. And if you don't like it, it is what it is. So Taiwan semi a better spot to buy this in my opinion is in the 420s. However, I will buy it now and hold on to the long term. And a great spot to buy it is closer to the 300s. But you don't always get a great deal. I always tell you look at it like real estate. your house in your neighborhood the price that it is right now. If you own a home, you might think it's kind of high, but if you could get your next door neighbor's house, if the whole neighborhood fell in price and you could buy it and own both, then you would be significantly richer because you loading up on your long-term real estate portfolio by buying things where they're cheap, but not every time you going to get the best deal. But if we know in the future that these homes are going to be double the price, then even buying it now when it's not really at a deal price, it still can make sense because the future is going to be even better. So that's why I'm looking at Taiwan Semi, but it's not the only one because even when we look at the earnings calendar, we can see Netflix is rolling up too on the same day on the 16th. So Netflix is the next stock we're going to look at. I know I said a little bit of a harsh statement like I think it's foolish to think that you could avoid the artificial intelligence wave because you can't as a consumer you gonna consume if you watching Netflix or you watching any streaming service how do you think they got that to you the AI picked what thing to show you even with videos on YouTube the algorithm is picking which videos to pop up in your face and the algorithm is artificial intelligence but Netflix being our next play that we talking about this one my average in this medium-term account is $31. I put in like $2,000 and now I'm up like $2,000 and I got 57 shares here. So, you could just buy things when they're at good prices and then ride the wave up. And Netflix is one of them that's actually at a great price right now, but that doesn't mean the price can't get greater. We like great prices. We like greater prices. We even like good, decent prices. So, Netflix is down 41% in the last year. They've been struggling a lot, but the company has been making a lot of money. So now we're going to see on that same Thursday with TSM how much money they're actually making. So here are the real numbers. The market cap is 300 billion, meaning Taiwan Semi is way bigger of a company than Netflix is. Even though Netflix is a gigantic company, but the PE ratio is 23. Just like I told you, when you're looking at real estate, sometimes you could get into a really good deal. If we like it between, let's say 15 is a amazing elite, immaculate deal, you really likely won't get that. you probably get it closer to the 20s, which we seeing right now. This one is a 23 PE ratio because even if it was 30, that would be good. Look up PE ratio. Like I always say, if you don't know what it is, ask your AI. Ask it to explain to you like a kid. But here's the reason why Netflix is very likely to make more money. And it's a term that CNBC just posted, which is a news broadcasting network, and they said it's called funflation. So, you know how going to the movies, you will buy popcorn, you buy candy, you buy some soda, some water bottle, and you spending crazy money. and you like, "Dang, this costs more than a ticket to go get the concessions." They're saying that funflation is hitting home and staying at home isn't the cost saver it used to be. Man, we just going to watch that. We going to get a DVD. We going to watch that. We going to get the We going to stream it. We going to watch that. Right? Remember back in the day, you get the DVD. Everybody just group up together and y'all all watch it, right? People ain't doing that same thing when it comes to the streaming. So, what's going on here is everybody got the programs. Everybody got Netflix and Disney Plus and HBO Max, all these different kind of things. So these prices since everybody got to have different streaming services, the prices is going through the roof because you can't watch this show on that platform and you can't watch your favorite show on this platform. You got to have all three or all of them. So the price hikes keep happening on these streaming services. They saying Microsoft all the streaming services they own, they raising them. Amazon, Apple, Netflix, Spotify, all of them, family, they just raising the prices. So, you're thinking to yourself, man, this sucks. It's because you thinking like a consumer. And yes, for the consumer, it does suck. But think about it like this. Let's say that we working at Burger King. And shout out to us, right? You got your Burger King cap on. We working at Burger King. People rolling in. We like, "Yo, listen. The price of the burger don't went up, man. The price of the burger is it's $10 for a burger now." And they say, "Yo, that's crazy. I used to pay a dollar. Remember the dollar menu from McDonald's? We used to pay a dollar. We used to pay $2 for these. So I say, "Yo, look, it's 10." What they going to say is that's really, really high. But what if instead of just being a worker or a consumer of the burger, you the person making the burgers and now you used to sell it for two and now you selling it for 10. Family, it's up, right? This is how investing works. You make more money when things are selling for higher prices. So if you so upset that you living in a world where all of this inflation is happening, I'm upset, too. I don't want to see it. However, I do see the opportunity to make money in the system that you just got to learn how to play. So, make sure you following right people on the internet.
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