If You Missed Palantir, This Stock Is Next! (Get in Early)

About this Video

• Video Title: If You Missed Palantir, This Stock Is Next! (Get in Early)
• Channel: Felix & Friends (Goat Academy)
• Speakers: Felix, Winston
• Duration: 00:16:58

Introduction

This video discusses investment opportunities based on Goldman Sachs research focusing on the burgeoning big data sector. The presenters highlight the massive projected growth in data center spending and suggest investing in companies supplying the necessary infrastructure, rather than focusing solely on chip manufacturers like Nvidia. They then present several stock picks from Goldman Sachs' research, along with market analysis and cautions.

Key Takeaways

• Massive Growth in Data Center Spending: The video emphasizes the exponential increase in data center spending, projecting a substantial rise from $71 billion in 2020 to nearly $500 billion in the coming years.
• "Shovel" Investment Strategy: The presenters advocate for investing in companies providing infrastructure for data centers, comparing it to the gold rush—those selling shovels profited more than the gold miners themselves.
• Specific Stock Recommendations: Several stocks are highlighted as potential investments based on Goldman Sachs research, including Kamiko (CCJ), Genova, New Scale SMR, MIR, and Flow Serve. The analysis includes chart patterns and potential entry points.
• Market Analysis and Cautions: The video includes current market analysis, noting strong earnings but also pointing out that stocks are not cheap and that August and September historically see market declines.
• Importance of Chart Analysis: The speakers emphasize the importance of reading charts, not just as price records but as indicators of money flows. They also highlight the concept of "breakouts" as a key element of their investment strategy.