The John Johnston Lounge

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.

Is it still early days for Nvidia stock (NVDA) or are we in an AI stock bubble? I look at the bull and bear case for Nvidia stock, referencing three prominent investing YouTubers: Alex from Ticker Symbol: You, Jeremy Lefebvre from Financial Education and Jeremy Lefebvre Makes Money, and Sven Carlin from Value Investing with Sven Carlin, PH.D. 

Timestamps:

00:46 Alex from Ticker Symbol You: STILL EARLY!

03:55 Jeremy Lefebvre: Easy $1500 stock!

08:26 Sven Carlin: It’s an AI stock market bubble!

Related videos:

Aswath Damodaran: Nvidia Stock “Priced To The Point of Insanity” https://youtu.be/DCI9iQC_hvs

Why Druckenmiller Owns Nvidia Despite "Nosebleed Territory" https://youtu.be/QP496jwcumk

Why This Fund Manager Says NEVER SELL Nvidia Stock https://youtu.be/sCIDBcdX4eY

Referenced videos:

Jeremy Lefebvre Makes Money: Nvidia Stock is EASY $$$ ($1500+ coming) https://youtu.be/dIX1RlgLIVA

Value Investing with Sven Carlin, PH.D: I Have To Call It: The AI Stock Market Bubble Will End Ugly... https://youtu.be/KuLPcbkZKAw

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 Prof. Aswath Damodaran from NYU, "The Dean of Valuation", who still thinks Nvidia stock (NVDA) is overvalued by the stock market, and that Nvidia has turned into one of the greatest momentum stock plays of all time.

Timestamps:

00:30 commentary: Nvidia reaches $3 Trillion market cap 

04:33 Aswath Damodaran: NVDA overvalued but GOAT momentum play 

Related episodes:

Aswath Damodaran: Nvidia Stock “Priced To The Point of Insanity”

https://youtu.be/DCI9iQC_hvs

Aswath Damodaran: Why The Stock Market Is Now Overpriced

https://youtu.be/IM-F4YVQ3jk

Reference videos:

Bloomberg: Nvidia Market Value Tops $3 Trillion

https://youtu.be/2YTotcTTHIU

CNBC: Nvidia hits a $3 trillion market capitalization for the first time as shares pop

https://youtu.be/NibZk_TkQ_g

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.