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Join us for a mid-year review of our top chip stock picks for 2024! In this video, we delve into our biggest pick, Nvidia (NVDA), its growth and AI market implications, and explore other top performers like Qualcomm (QCOM) and Pure Storage (PSTG). We'll discuss why some stocks soared, while a few stumbled, and share insights into opportunities and trends in the semiconductor industry for the second half of the year. Don't miss out on these essential updates and strategic tips for your investment portfolio!
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Content in this video is for general information or entertainment only and is not specific or individual investment advice. Forecasts and information presented may not develop as predicted and there is no guarantee any strategies presented will be successful. All investing involves risk, and you could lose some or all of your principal.
Chapters:
00:00 Mid-Year Review Overview
03:09 NVIDIA: The Leading Chip Stock
08:38 Qualcomm's Surprising Growth
10:45 Pure Storage: The Unexpected AI Stock
14:25 Lattice Semiconductor's Setback
16:01 Silicon Motion and Small Cap Bets
18:03 Industrial Semiconductor Market Insights
22:25 Final Thoughts and Bonus Pick
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Nick and Kasey own shares of everything we talk about in this video.
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