Nanalyze

By NanalyzeBusiness Investing

Nanalyze episodes

July 29, 2024 If We Could Only Hold One Stock...
Johnson and Johnson (JNJ) might be the best stock to own if we could only hold one. For starters, the company has an incredible track record of 63 years of consistent dividend growth. It's also a company that's diversified into multiple areas of healthcare. Finally, it's consistently one of the highest-scoring stocks in our Quantigence Dividend Growth Investing Report. This company demonstrates many factors of a quality company, which we'll teach you about today.
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/zquTybRMQZs.
13 min
July 27, 2024 Bitcoin Miners Are NOT Ai Stocks. Here's Why
Is Core Scientific stock (CORZ) crazy undervalued? Well, we need to use a valuation model to determine that, rather than just spewing out predictions. Today, we'll look at Core Scientific's checkered past as well as their big aspirations for the future including mining Bitcoin profitably and capitalizing on high-performance computing infrastructure. We'll also take a look at Bitcoin mining as an investment thesis and evaluate the pros and cons of stocks like Core Scientific.

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/VO1Vej-LpDk.
15 min
July 24, 2024 Goldman Sachs Thinks THIS Will Happen To AI
Goldman Sachs has made a dire prediction for AI stocks. Their Head of Global Equity Research, Jim Covello, believes the return on investment (ROI) for all this AI spend is questionable. He asks the question: what $1 trillion problem is AI hoping to solve to merit all this spending? Today we'll analyze this research from Goldman Sachs and talk about some practical applications to your own tech stock portfolio.

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/aVspgOTGuEs.
16 min
July 22, 2024 Is Your Portfolio Ready for AI?
As a follow-up from our previous video on data and AI, today we'll be talking about AI applications. The applications that stand to benefit most are those with lots of proprietary data with a large base of users, and we'll list a few examples. Utilizing research from SPEAR Invest, we'll talk about how companies may use AI to reduce costs and increase productivity. We'll also discuss a few exciting public and private companies specializing in each of these spaces.

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/TY8BrSK54tM.
18 min
July 20, 2024 AI Data Stocks Set to Explode. Here's Why.
As a follow-up from our previous video on AI hardware, today we'll be talking about data stocks, and how you can invest in potentially the biggest beneficiary of the rise in generative AI. As we say at Nanalyze, AI algorithms are only as good as the big data you feed them.
Utilizing research from SPEAR Invest, we'll talk about cloud service providers (CSPs), data platforms, databases, AI in cybersecurity, and more. We'll also discuss a few exciting public and private companies specializing in each of these spaces.

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/11coMZxS7Ks.
16 min
July 18, 2024 Missed NVIDIA? Experts Say These Stocks Are Next.
AI stocks have been around for a long time, a lot longer than you'd think with the sudden interest in generative AI. Today we'll look at some hardware stocks providing the backbone for AI, and the potential opportunity they may pose to investors.
Utilizing research from SPEAR Invest, we'll talk about the five companies they've placed their bets on, and where investors can look to get AI hardware exposure outside of NVIDIA. And stay tuned for the next installments of this 3-part series where we discuss data infrastructure and AI applications!

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/uk6CFhqTlak
18 min
July 14, 2024 The Most Boring Stock You've Ever Seen
Nucor stock is seeing some tailwinds from the recent infrastructure bill in the United States. This bipartisan bill plans to allocate $1.5 trillion to U.S. infrastructure, and as the largest steel recycler in the United States, Nucor (NUE) stands to benefit.
So, is NUE stock a good dividend stock to buy today? To find out, we'll analyze Nucor stock and talk about how it scores in our Quantigence dividend growth strategy.

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/4Z8c7TrrT3A.
14 min
July 13, 2024 Can Zoom Stock Hit $1,500? ARK Thinks So
Back in 2022, ARK predicted that $ZM stock would reach $1,500 per share in 2026. It's not over until the fat lady sings, but at $57 per share today, Zoom stock has a long way to go to meet ARK's lofty aspirations.
So, what went wrong with ARK's prediction? For starters, their bear case feels more like a bull case in disguise, with double digit revenue growth predicted. Zoom's current single-digit growth is barely outpacing inflation. Additionally, the metrics used in ARK's model aren't readily accessible, making their model difficult for the average retail investor to follow.

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/YzdmJXwtyLc.
17 min
July 10, 2024 Are You Holding the Right Stock?
Gene editing stocks have been seeing a lot of volatility lately as the first $2 million CRISPR drug hits the market. CASGEVY is the first approved therapy in the U.S. that uses CRISPR and it’s no quick fix for sickle cell disease (SCD), a group of inherited blood disorders affecting approximately 100,000 people in the United States. Stem cells are collected from patients and sent to a lab where the actual CRISPR editing is done, and the entire process takes months, even up to a year.
Today we'll look at CRISPR Therapeutics stock as well as their peers in the gene editing space: Intellia, Beam, and Caribou. Intellia promises to deliver the first in-vivo CRISPR treatment while Beam is looking to develop better one-time therapies. Caribou currently sits at a depressed valuation while the market waits to see if they can collect enough royalties to avoid needing to raise capital.

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/5FE4GdilxhQ.
17 min
July 07, 2024 ARK's Tesla Target Isn't So Crazy. Here's Why
Tesla stock has seen a lot of volatility lately, and the icing on the cake is ARK's new price target. ARK Invest believes Tesla shares will be worth $2,600 in 2029 based on their potential in vehicle autonomy and autonomous ride hailing.
Before we dismiss the price target as "crazy," we decided to download ARK's model and investigate how they came to this conclusion. Their model is actually quite intuitive and intricate, allowing users to customize over 30 different parameters. We'll look at ARK's model as well as traditional financial metrics to see if Tesla stock is overvalued or not.

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/Alk4zi2uQHg.

17 min

About Nanalyze

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Nanalyze is a media and research firm founded by finance professionals with decades of experience. We share insights about disruptive technology stocks in a language that is future-proof and easy to understand.