Comments by "Maxwell Benz" (@Tential1) on "Adam Taggart | Thoughtful Money®" channel.

  1. An hour long podcast of things that definitely won't happen from a person who is consistently wrong? Count me in.
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  2. I remember this guy pushing Brazil. I shorted it. Brazil etf down 21% this last year. Easy money. These guys suck at this so badly. Just do the opposite. If they could make money trading, they'd do it. They make money talking.
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  3. June 8 2023 tavi recommended investing in Brazil and other emerging markets. Brazil, down 10%. Lol. They're so freaking bad.
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  4. Dude, no one actually analyzes this stuff seriously, they just filter it through their political beliefs. I watch this to remind myself that most of the experts are actually complete idiots. You're better off just doing the exact opposite of whatever they say if you want to make money
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  5. They want a crash to justify their missing the bull run. It's so sad lol. I saw this with Google, then Facebook, then Amazon, then I figured it out. They miss every new technology run. Tesla, and now Nvidia were easy for me. They confuse stocks that go up and aren't making money with stocks that do go up and make money. And they do it, every time.
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  6. Yet people like darius have been right. Crying the market is manipulated is stupid. OK, so what? That's the game. Play the current game. You'd win if the game is different? Cool. But it isn't. So I don't care
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  7. I listen to these guys, to know what will not happen, or what not to do.
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  8. 1:40:00 Nvidia is overvalued. 45 forward pe. But he buys costco... With a freaking 50 forward pe. You can't make up this level of intellectual dishonesty
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  9. I love seeing people predict crashes and be wrong. So much fun.
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  10. 21:41 yes, you guys always pick the top in hindsight and say "ha, see, the stock didn't break all time highs". What about when tesla was between 10-80 and you were saying it was overvalued?
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  11. Which is approximately about a 62 pe as they have a 50% profit margin.... But you see Lance buying costco with its 50 pe and he doesn't bat an eye. I swear, you guys are actually bad at math.
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  12. They never dude. They spend years missing out on 100%+ gains, just to try to time the bottom, miss the bottom, and sell too early when they do buy.
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  13. It's what happens when you're spammed with academics. Traders who actually make money don't listen to academics. If academics were useful, they'd trade themselves. They don't for a reason. I started making money in markets when I did read michael lawyer and I realized the personality of traders. They're gamers(primarily games of gamble, but still, games). And if you treat it like a game and use tactics/strategies you use there, it's far easier.
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  14. 42:20 it's hilarious hearing two people who have no idea how nvidia's product works talk about getting efficiency so that way you need to use less of the product. Lol. Tell me you have no negative information on graphics compute. How can people talk so confidently about something they don't know anything about
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  15. 1:00:59 laughs at buy write strategies, then proceeds to pitch one as a strategy.... You can't make this up.... Rofl. These hour long interviews expose the f outta people.
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  16. 46:35 Why not show the other 20 years.... Don't want to break your Nvidia overpriced narrative, and show, the growth has been insane for 20 straight years... Nope... Cut the graph off early... God I hate how you guys lie through omission
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  17. Nerds live in books and data. They never see the real world, to confirm.
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  18. 52:45 Lance takes a long time, but he gets there. Last year, he didn't understand ai at all. Finally, he understands. Lol. This chat bot stuff is just a joke...
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  19. 10:30 full disclosure, Lance said the same Nvidia price to sales quote 8 months ago. Yet Nvidia only went further up... Almost like backwards looking metrics can be flawed sometimes.
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  20. They didn't make you sign a non compete? You get 20x the views....
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  21. 16:00 this is how I know you're new to Nvidia. You see a massive price hike, and you think it's temporary. You're new here dude. Nvidia does this every year.... They had 30% Revenue growth historically for a reason. Again, do these people not have a Bloomberg terminal?
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  22. 24:55 why doesn't Boeing and airbus have competition? Why doesn't Microsoft windows have competition? Why doesn't the iPhone have competition?(android falls further behind every year.). Why are you so intellectually dishonest?
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  23. Keep quoting Nvidia trailing multiples, instead of forward, and misleading your viewers. It has the same 30ish forward multiple it's always had. Just a note to viewers, if a person cherry picks one metric, and doesn't show a chart, ignore them. Never trust them unless a chart is on screen.
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  24. 21:00 I guess Microsoft 20% net income cagr is a joke? People act like valuations are ALWAYS a bubble. Sometimes, things have a high pe, because they have a high growth rate. We never said high pe is blanket bad, but people treat it this way. It's intellectually dishonest, and I am irritated how many people in finance give half truth answers to justify their preconceived beliefs, when even the full basic facts prove them wrong.
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  25. 45:30 microsoft has the same forward pe Nvidia does. I wish I had the level of cognitive dissonance these people do when discussing stocks. "this stock is overpriced, but here is a stock with worse metrics that I'm buying." god.... You guys make me hate humanity
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  26. 10 years from now, Nvidia will have outperformed the market by a wide margin. Lol. How people don't understand how computers work is mind boggling to me. If you know anything about semiconductors, and you have finance knowledge on top of it.... Lol. This is the easiest time in history. No one apparently is intelligent enough to just learn how semiconductors work. It's hilarious. And I work with tons of people in this field, so I know, even when I tell them how to figure it out, a year later, they still have learned nothing, they'd rather golf or play video games. No one does any work anymore, it's hilarious.
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  27. Same thing they said the first time. Trump will destroy the economy! Economy was fine.
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  28. 46:01 so focused on not losing, they never win. They keep trying to time the bottom of the market, and miss so much upside. "I can't lose money" but you are when you sit on the side lines and wait. It's basically inflation. I
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  29. Just remember, when the crypto bubble was "popping" and Nvidia went from 300 to 150, these guys weren't buying. They were gloating about "being right". They didn't use it as a buying opportunity. This hindsight trading is infuriating.
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  30. 7:00 why you would listen to extremely biased Bloomberg I don't understand. The same people also said that Trump was going to be inflationary, he wasn't, they said that Biden was going to remove the Trump tariffs, he didn't, they said that Biden wasn't going to be inflationary, he was. How often do they have to be wrong before you guys realize that they're just stupid people
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  31. 35:40 ya, Goldman realized "poor" people suck to deal with lol.
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  32. Lance now says Nvidia will expand their profit margin, after saying the company would crash. I love the inconsistency.
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  33. They are saying they called tesla a bubble at 400 a share. That was a trillion dollar market cap. I bought tesla at 8. 20 billion dollar market cap. And they were calling it a bubble then. Never forget how intellectually dishonest bubble callers are. They always act like they called the top in hindsight. Always.
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  34. 52:45 another quote of his, buy great companies and forget.... You missed tesla... You missed Nvidia last year when you were focused on idiotic crypto, instead of seeing the upcoming ai. And before any of you say how could you have known? Nvidia holds ai conferences every year.... You could know... Just have no life... Stop having fun, and do this.... All day, you'll find deals. Otherwise, just index.
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  35. Just remember, Lance said that he would want to be 100% treasuries in his personal portfolio when Nvidia was a far cheaper. 😂😂😂. And yes, during those videos, you'll see my Nvidia comments.... I been screaming this company for the last 5 years. Being a former gamer, I'm intimately familiar with being bent over by Nvidia. The idea you just slot in a competitor product, these guys know literally negative about what they are talking about.
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  36. If you pick the right manager.... And the right manager, why would they need your money? Top firms for trading don't solicit funds. They actively try to get rid of people, to lower risk of the strategy being discovered
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  37. I like how Nvidia gets lumped in with gamestop. "stock went up, must be memes. Couldn't be earnings."
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  38. 44:40 again, not exactly accurate. If TSMC died tomorrow, Nvidia would be hamstrung by 12 months, maximum. There are TSMC alternatives. You just listen to the media, and so you believe TSMC is the only option. That's because we want to justify military spend. It's not the actual truth.... Nvidia doesn't even manufacture all of its chips at TSMC anyway. AGain, things you'd know if you actually paid attention.
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  39. Lance will talk all day about competition for nvidia, yet not about competition for Microsoft, apple, etc. Nvidia has the strongest moat of the big tech, yet he acts like it's the easiest to get into... A single person can create an operating system and they've done it. We have open source phones. We have alternatives to every company in the top, but Nvidia... He acts like anyone competes directly, no one does. He spews so much trash, China isn't competing with Nvidia China buys Nvidia chips and I'm not going to explain how. Everyone in the industry knows this, or who follows this. He's so two faced in this, it's wild.
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  40. 31:30 no, artificial intelligence was first introduced in 2018 with Nvidia 2000 series, tensor cores. To the dismay of gamers, Nvidia added ray tracing units which also could be used for ai.... Nvidia was pushing this, to everyone's doubt, years ago. I hate how you guys don't actually know the time line of events.
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  41. They love thinking a crash is coming to justify their bad performance. Lol.
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  42. Just a reminder, 9 freaking months ago, they were calling Nvidia overvalued. They claim it's a bubble for over a year, then, when it collapses, they cherry pick the all time high and ignore the fact they said it was overvalued fee before that.
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  43. 36:50 You mean, what Apple is already doing? Apple already announced and has neural engines in its products. I really don't understand why you're having this discussion when the both of you don't know the products. Apple already does AI. Just because they don't have a Chat Gpt bot doesn't mean they don't do AI. You guys can't seem to divorce AI and Chat Gpt from each other. Chat Bots are one small portion of artificial intelligence. This conversation is just painful.
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  44. If China could clone Nvidia chips, why didn't they do it before? You guys are brand new... You think the desire for nvidia chips is new..also, saying China can clone Nvidia chips is like saying Africa can build Boeing jets. You lack the understanding of what China can and can't clone. Semiconductors aren't something you can clone... It's really sad how little people know about technology
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  45. America can't even clone Nvidia chips... You don't understand chip manufacturing. The only way to build Nvidia chips is with tsmc or Samsung. Chip building doesn't work like how you guys think it does. It's not, you place an order, they build it. Tsmc and Nvidia work together to build the manufacturing line. It's impossible to replicate... Intel can't do it.... And they were the leader... Why would China be able to do it, when they don't even have the equipment... We only make 20-30 machines a year that do this... It's easy to keep track of them, and make sure they don't fall into competitor bands....
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  46. It's not a conspiracy theory at all. He calls it a conspiracy, because he's too lazy to do the research. We semiconductors people have the actual photos of it happening.... Lol. But so what? We told you banning chips doesn't matter.
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  47. A lot of this bearish sentiment is fomo, but instead of buying, they prey the market crashes to justify them missing out. These guys were confused why the stock market surged, when the economy was shut down and people were forced to use Amazon, Walmart, Netflix, Apple, Microsoft, and small businesses weren't allowed to compete. Rather than understanding the economic shutdown benefited big corporations, they say, economy shut down is bad so stocks go down. They really have very primitive thought.
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  48. 3x speed. Learn to listen faster.
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  49. 30:00 "I really want to date someone" yes... I'm sure she does. Truth of the matter is, dating standards for women have exponentially gotten higher but we can't talk about it. Instead it's seen as a "Ma. Both sides" because you can't bring up women without blaming men.
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  50. 12:30 apply this same logic to apple. Why hasn't someone entered the smartphone space and taken significant apple share? Apple continues to grow market share, and has the whole next generation of kids. These people are intellectually dishonest. Nvidia was making gpus previously. Why didn't someone compete there? What about Microsoft with windows? Competition doesn't always magically happen.
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