I react to a brief interview with Tim Pagliara, CapWealth founder and chief investment officer, and a value investor. He cautions that Nvidia stock (NVDA) may not be a good long term bet at current levels, after the recent huge stock price run-up, like other similar stock situations of the past. He outlines what sectors might be better bets. Related episodes: Will Nvidia Stock Crash 50% Like Tesla? https://youtu.be/2XO2NLEkX5o Super 'Big Short’ Investor Steve Eisman Now Bullish! https://youtu.be/x9RB9N-2a8M Stocks Today With JJ channel: https://www.youtube.com/@jjstockstoday Referenced video: Yahoo Finance: Nvidia is not a 'good bet' long term: Analyst https://youtu.be/Z9TprRTYuUE Join The Art of Value Patreon community for exclusive content I don’t share anywhere else: https://www.patreon.com/TheArtofValue AeroPress - Be your Own Barista. A new kind of coffee press for daily use (referral link): https://amzn.to/3WqsNBS Disclaimer: 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.

I react to Fundstrat’s Tom Lee, who says buying stocks at new highs has had a better win ratio over time than trying to buy at the lows. Related episodes: Tom Lee: Nvidia, Tesla, Apple Should Be Core Portfolio Stocks https://youtu.be/ECEmBqaLw1A Tom Lee: Bullish New Stock Market Prediction https://youtu.be/ocLm3eHGdAk Tom Lee: Dip Will Be Bought + Margin Loans All Time High!  https://youtu.be/zBxm9IH6z0Q Stocks Today With JJ channel: https://www.youtube.com/@jjstockstoday Referenced video: CNBC: Buying at new highs has a better win ratio than attempting to buy at lows, says Fundstrat's Tom Lee https://youtu.be/jLaecOXwK-w Join The Art of Value Patreon community for exclusive content I don’t share anywhere else: https://www.patreon.com/TheArtofValue AeroPress - Be your Own Barista. A new kind of coffee press for daily use (referral link): https://amzn.to/3WqsNBS Disclaimer: 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.

I react to part of a recent Mohnish Pabrai investing talk, in which Pabrai discusses the importance of owners’ intrinsic value in relation to Starbucks, Home Depot, and the company founders. Related episodes: Mohnish Pabrai: Why Great Stock Ideas Are Rare https://youtu.be/cIasDBIkoM0 Mohnish Pabrai: Key Investing Lessons from "Circling the Wagons” https://youtu.be/TqC_m7-DPfM Referenced video: Mohnish Pabrai's Session at The University of Nebraska, Omaha on May 3, 2024 https://youtu.be/FFxUSADENrc Stocks Today With JJ channel: https://www.youtube.com/@jjstockstoday Join The Art of Value Patreon community for exclusive content I don’t share anywhere else: https://www.patreon.com/TheArtofValue AeroPress - Be your Own Barista. A new kind of coffee press for daily use (referral link): https://amzn.to/3WqsNBS Disclaimer: 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.

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/2XO2NLEkX5o Tesla Will Be The Next Enron! | TSLA Stock https://youtu.be/89dLB4VwaJA Today With JJ channel: https://www.youtube.com/@jjstockstoday Referenced videos: Risks of Nvidia becoming the next Nortel https://youtu.be/ns334iyQMdM US Tech Stocks 'Euphoria' Can Break One or Two Ways, Vanguard Says https://youtu.be/JcEW42ZpK0Y Referenced post: Christopher Bloomstran on the current market capitalisation of the Magnificent 7 companies: https://x.com/ChrisBloomstran/status/1803477281479766446?t=gMP7OicOY_9QAJcTzrejrA&s=08 Join The Art of Value Patreon community for exclusive content I don’t share anywhere else: https://www.patreon.com/TheArtofValue AeroPress - Be your Own Barista. A new kind of coffee press for daily use (referral link): https://amzn.to/3WqsNBS Disclaimer: 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.

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/HXIgS0CvDWA Tesla Will Be The Next Enron! | TSLA Stock https://youtu.be/89dLB4VwaJA Referenced video: Sven Carlin: NVIDIA the next TESLA? (50% DOWN) https://youtu.be/_WiP1RivzLk Stocks Today With JJ -  reaction channel: https://www.youtube.com/@jjstockstoday Join The Art of Value Patreon community for exclusive content I don’t share anywhere else: https://www.patreon.com/TheArtofValue AeroPress - Be your Own Barista. A new kind of coffee press for daily use (referral link): https://amzn.to/3WqsNBS Disclaimer: 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.

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/e0Uo4aCQAzY Stocks Today With JJ channel: https://www.youtube.com/@jjstockstoday Referenced video: ‘Big Short' investor Steve Eisman: The U.S. economy is more dynamic than its ever been in history https://youtu.be/S01fC2TEoqk Join The Art of Value Patreon community for exclusive content I don’t share anywhere else: https://www.patreon.com/TheArtofValue AeroPress - Be your Own Barista. A new kind of coffee press for daily use (referral link): https://amzn.to/3WqsNBS Disclaimer: 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.

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/@jjstockstoday Related episodes: Tesla Stock Investors MUST Know This About Tesla Bot https://youtu.be/dlBYMSQ-LFE Mohnish Pabrai Warns: Don’t Compete With Elon & Tesla https://youtu.be/8gCgf383e4E Referenced video: Yahoo Finance: Tesla is hugely dangerous and will be the next Enron, short seller says https://youtu.be/3XxG6f8p8-s Join The Art of Value Patreon community for exclusive content I don’t share anywhere else: https://www.patreon.com/TheArtofValue AeroPress - Be your Own Barista. A new kind of coffee press for daily use (referral link): https://amzn.to/3WqsNBS Disclaimer: 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.

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 sellers 02:45 AI - big winners and big losers 04:02 Retail investors chasing momentum 05:46 Shorting legacy data centers 07:20 Roaring Kitty, GameStop and meme stocks 9:40 Short selling in The Golden Age of Fraud 11:50 Restaurants at insane valuations 12:43 Elon Musk's Tesla pay package vote Stocks Today With JJ - Live https://www.youtube.com/@jjstockstoday/streams Related episodes: Everything Money Lost MILLIONS! | My Reaction https://youtu.be/j1tQ-n2SxOE Is The Big Short Happening Again? | Michael Burry https://youtu.be/E8SWZqabZ7I Referenced videos Bloomberg: Jim Chanos on Markets, AI and Meme Stocks, Musk's Pay https://youtu.be/EmLiZFWmeik Join The Art of Value Patreon community for exclusive content I don’t share anywhere else: https://www.patreon.com/TheArtofValue AeroPress - Be your Own Barista. A new kind of coffee press for daily use (referral link): https://amzn.to/3WqsNBS Disclaimer: 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.

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 Prediction https://youtu.be/ocLm3eHGdAk Tom Lee: Dip Will Be Bought! https://youtu.be/zBxm9IH6z0Q Referenced video: CNBC - Fundstrat: Apple, Nvidia, and Tesla should be core portfolio holdings https://youtu.be/0QQPYY2gMKA Join The Art of Value Patreon community for exclusive content I don’t share anywhere else: https://www.patreon.com/TheArtofValue AeroPress - Be your Own Barista. A new kind of coffee press for daily use (referral link): https://amzn.to/3WqsNBS Disclaimer: 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.

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.