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Ginkgo Bioworks stock has lost 98% of its value since its SPAC debut. This may leave investors wondering if the stock is trading in "deep value" territory, or if it's a value trap. The original thesis for Ginkgo was quite interesting: using the power of nature to create organisms which can be made into new and exciting products. With such a promising value proposition, why has the stock performed so poorly? Let's take a look.

Stay informed with our free disruptive technology investing newsletter, Nanalyze Weekly. Sign up now at https://www.nanalyze.com/nanalyze-weekly/. This episode is pulled from a YouTube presentation. View the original presentation at https://youtu.be/Y7zrXWR8_Gg.

BBAI stock or BigBear.ai stock is being pumped... again. Pundits are calling this stock a "must buy" or the "next Palantir", but they're overlooking some crucial problems. BigBear.ai has a history of missing their own revenue targets. They get a new CEO every time you blink. And they operate a low-margin services company as opposed to a more desirable SaaS model. While you could argue the stock isn't overvalued, we're not interested in BigBear.ai stock at any price, and we'll tell you why.

Stay informed with our free disruptive technology investing newsletter, Nanalyze Weekly. Sign up now at https://www.nanalyze.com/nanalyze-weekly/. This episode is pulled from a YouTube presentation. View the original presentation at https://youtu.be/bh2FmVjlZcY.

Google stock is under a lot of pressure from large language models like ChatGPT, Perplexity, and Grok. Could the rise of these AI chatbots eat into Google's search revenues? To counteract this concern, Google has developed its own LLM, Gemini. But how does it stack up against the competition? Can Google make AI a net positive for their business, or will they be worse off because of it? Let's find out.

Stay informed with our free disruptive technology investing newsletter, Nanalyze Weekly. Sign up now at https://www.nanalyze.com/nanalyze-weekly/. This episode is pulled from a YouTube presentation. View the original presentation at https://youtu.be/x4SWaHom5Qo.

Coreweave stock is hitting the Nasdaq with a massive $35 billion IPO. The company partners with NVIDIA to offer AI infrastructure at lower costs than competitors. With that comes massive triple-digit revenue growth. However, this business model comes with huge risks, as they're dependent on NVIDIA as their key supplier, and Microsoft as their key customer. They're looking to raise $4 billion, which is probably good considering they're sitting on a mountain of debt, something we cover in the video. Is Coreweave stock worth buying at IPO? Or best avoided?

Stay informed with our free disruptive technology investing newsletter, Nanalyze Weekly. Sign up now at https://www.nanalyze.com/nanalyze-weekly/. This episode is pulled from a YouTube presentation. View the original presentation at https://youtu.be/zymWPwDiWyA.

Tempus AI stock has been attracting a lot of attention lately, and we can see why. The stock offers exposure to AI in a way that's set to transform the healthcare industry. Tempus sells genetic tests, captures data from those tests, then licenses that data to pharmaceutical companies, collecting fees on it for years to come. The business model is a lucrative one, attracted attention from ARK Invest's Cathie Wood herself. We don't invest based on hype, so today we'll analyze TEM stock to see if it's a buy now.

Stay informed with our free disruptive technology investing newsletter, Nanalyze Weekly. Sign up now at https://www.nanalyze.com/nanalyze-weekly/. This episode is pulled from a YouTube presentation. View the original presentation at https://youtu.be/qKXqJGswsIQ.

Berkshire Hathaway recently released their 2024 10-K and shareholder letter, both of which are chock full of insights. Today we'll talk about some investing lessons we can learn Warren Buffett. We'll look at why he likes insurance businesses so much, when he decides to sell stocks, and why he's holding an increasing percentage of cash as time goes on. This may be one of the last lectures we get from the Oracle of Omaha, so it's worth paying attention!

Stay informed with our free disruptive technology investing newsletter, Nanalyze Weekly. Sign up now at https://www.nanalyze.com/nanalyze-weekly/. This episode is pulled from a YouTube presentation. View the original presentation at https://youtu.be/qnHZ5D-BXyw.

Archer Daniels Midland stock has increased their dividend for over 50 consecutive years, making them not only a Dividend Aristocrat, but a Dividend King. But, is ADM stock a good dividend stock to buy now? Their stock is hovering near 52-week lows, and their yield is at a record high 4.4%. This looks like either value or a value trap. Let's find out which.

Stay informed with our free disruptive technology investing newsletter, Nanalyze Weekly. Sign up now at https://www.nanalyze.com/nanalyze-weekly/. This episode is pulled from a YouTube presentation. View the original presentation at https://youtu.be/NCidu468A3o.

NVIDIA just released their latest 13-F report showing a new holding: WeRide. WRD stock was consequently up over 80% on the day, capturing the attention of short-term speculators. We're investors, not speculators, so today we'll take a look at WeRide stock from the perspective of a sensible investor looking to get exposure to the future of autonomous vehicles. Is WeRide stock a buy? Or best avoided?

Stay informed with our free disruptive technology investing newsletter, Nanalyze Weekly. Sign up now at https://www.nanalyze.com/nanalyze-weekly/. This episode is pulled from a YouTube presentation. View the original presentation at https://youtu.be/HqQ2m4HPalo.

Tesla stock has been under intense scrutiny lately after CEO Elon Musk's decision to get involved in American politics, something we don't like to see from any CEO. Musk made a bold gamble on the United States presidential election in 2024 and it's paid off handsomely. TSLA stock has been rallying due to Musk's favorable relationship with the current administration. But, is Elon doing too much? Are his actions destroying Tesla? Let's find out.

Stay informed with our free disruptive technology investing newsletter, Nanalyze Weekly. Sign up now at https://www.nanalyze.com/nanalyze-weekly/. This episode is pulled from a YouTube presentation. View the original presentation at https://youtu.be/tjkwZoyR410.

High yield stocks often attract investors looking for a quick and easy return. Well, there's no such thing as a free lunch. There's always a reason why a stock got to have such a high yield, and the yield is meaningless unless it's consistent and predictable. Most high yield stocks offer random, variable payouts, or significant underperformance. Point is, there's always a trade-off. Today we'll look at a common mistake most new investors make while searching for financial shortcuts.

Stay informed with our free disruptive technology investing newsletter, Nanalyze Weekly. Sign up now at https://www.nanalyze.com/nanalyze-weekly/. This episode is pulled from a YouTube presentation. View the original presentation at https://youtu.be/ZaZ4b7R-OYU.