Memory stocks have been rallying lately as the ongoing shortage leads to increasing revenues, margins, and profits. Micron, SK Hynix, and Samsung stock all sport $1 trillion+ valuations yet they don't appear to be overvalued based on typical valuation ratios. Do memory chip stocks still have room to run, or is this a bubble about to burst?

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/8MwwGnr2Q5c.

Nubank is growing like mad while raking in heaps of profit. If that sounds too good to be true, it might be. Nubank's business relies on predatory interest rates and renegotiation tactics to help those who can't pay the absurd costs. While NU stock is one of the hottest Brazilian stocks on the market today, we're going to be watching one key metric to know if there are any signs of distress brewing.

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/DO-voEY429Q.

Brazil is the 7th largest country by population and 10th by GDP. It's worth having some exposure to this growing economy in your portfolio, but how much? Today we'll look at how you can invest in Brazil, how much you should invest in Brazil, and why (or why not) you might want to invest in Brazil.

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/47Rd5HDAsrc.

Everyone likes to talk about their portfolio. Each one is special and sacred, but there's actually a proven method to portfolio construction that most people ignore in hopes of chasing alpha. "MUH ALPHA!" The reality is that most will fail, while spending a lot of time and energy to do so. Instead, we've given you a simple and straightforward portfolio that you can build quickly and hold for life. Check it 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/q81Oj-05Bxk.

Rubrik stock has been very popular among tech investors thanks to its relatively low valuation, strong growth, and vital role in the cybersecurity ecosystem. With ransomware on the rise, data security becomes increasingly important to avoid an extortion attempt by cybercriminals. Rubrik's solutions encrypt this data ensuring it can't be used as a bargaining chip. But Rubrik isn't the only company operating in this space. We'll talk about the opportunities that Rubrik is facing as well as the threats.
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/EoqhpaSRjWQ.

We ranked 18 of the hottest meme stocks using our proprietary version of the controversial and totally not funny crazy/hot matrix. From quantum computing stocks to nuclear reactors to optical networking hardware, these are the volatile stocks that retail can't get enough of. How bad are they really? 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/R_HzLpGLevg.

AMZN stock is currently hitting new all-time highs, bolstered by the success of their cloud business and custom AI chips. Today, we'll analyze the world's fifth largest company by market cap to learn a bit more about what makes their business so strong. Can Amazon $AMZN continue to grow unabated, or will foreign competition step on their toes?

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/wWusMMsfUYs.

AMPX stock has captured the attention of investors, up nearly 900% in the past year! Amprius is a battery technology company specializing in high density batteries for various applications from drones to eVTOLs to electric vehicles. While the company's fundamentals are slowly improving, the stock's valuation seems to have gotten ahead of itself. Is Amprius a buy now after its insane run? 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/F6o6YLpZbk0.

Neocloud stocks like IREN $IREN, Nebius $NBIS, CoreWeave $CRWV, and Applied Digital $APLD have exploded — up 100% to over 800% in the past year, crushing the Nasdaq. But is this the next great AI infrastructure boom… or a repeat of the late-1990s fiber optic bubble (hello, Global Crossing)? In this video we break down the Neocloud business model, why these companies can offer GPUs 30-80% cheaper than hyperscalers, the massive risks around debt, depreciation, customer concentration (your competitor as your biggest client isn’t ideal), contract quality, and what happens when AI compute supply finally catches up to demand.

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/5wE1Y-wAh_A.

AEVEX is a new drone stock that just started trading under the ticker $AVEX. Shares jumped over 35% on the first day of trading. You degenerates can't get enough of these defense drone stocks, so we're going to analyze it and see if it has the makings of the next drone winner, or if it's all hype. Is AEVEX the best way to get exposure to the defense drone thesis? 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/3UrkRz1vRRA.