Stock #1 - 1:54
Stock #2 - 4:25
Stock #3 - 6:35
Stock #4 - 9:20
Stock #5 - 12:20

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Tesla could benefit greatly if Elon is able to pull off his master plan for the company. Tesla is benefiting from 3 big secular trends right now. These three are energy storage, automation, and artificial intelligence. Energy storage is of course their battery technology, automation is their robotics they use for manufacturing, and AI is their self driving software that they are currently developing. And these three secular trends or areas of innovation are what will allow tesla to become a trillion dollar company one day. Another reason I like Tesla stock as a long term investment is because of Elon Musk. He has been able to do what no one else has up to this point. And that is to create an electric car that competes well against the established automakers. Tesla owns roughly 78% of the Electric vehicle market in the US and was the leader worldwide in Q1 of 2020 with 29% of the EV market. And with big auto taking their time in transitioning to EV’s and focusing on other fuel sources like hydrogen. This will only allow Tesla to grow stronger and capture more market share moving forward.

Shopify operates in the secular trend known as ecommerce. And this is the same secular trend that has allowed Amazon to grow tremendously over the past 20 years. But when it comes to Shopify I believe that they are uniquely positioned to compete well against amazon. This is because as social media and streaming gain popularity; people are beginning to spend more time on the internet. Which gives companies the ability to target customers with ads. Now in amazon’s case, they do not benefit from targeted ads very much because most people already know about amazon dot com. In fact, 50% of people looking to purchase an item online go directly to amazon dot com to search for that item. Now this sounds really bad for shopify but the fact of the matter is that reputable brands don’t like using amazon. Shopify is empowering brands whereas amazon tends to compete against brands. And with the ability for brands to target their ideal customers through social media, more and more consumers will be funneled away from amazon.

The trade desk is a global technology company that markets a software platform used by digital ad buyers to purchase data driven digital advertising campaigns across various ad formats and devices. In the old days before the internet, all you had in terms of digital ads were TV commercials. Now, there are many different platforms and many different ad formats for digital advertising that brands need to be aware of. So by using the trade desk you can more easily manage digital advertising campaigns. The trade desks tools are automated which means buyers can purchase online advertising from thousands of websites at the same time. The other benefit of the trade desk is that they have a number of planning and buying tools that make buying ads even easier. One of their products is their KOA Artificial Intelligence tool. This AI tool analyzes data from across the internet to help make sure brands are reaching the right audience at the right price. And since this is an AI application, it can learn over time and give brands real-time recommendations to help improve their ad campaign performance.

The next stock on my list is square. And this is a stock that has performed very well since the bottom of the market back in march. In fact, square is up over 250% in the past five months alone. But it has also done very well over the past five years and is up close to 1000% over that time frame. The secular trend that square is taking advantage of is the shift to digital banking. And this is a secular trend because more people are moving money out of traditional banks and into financial apps such as square’s cash app. The cash app is innovative because it allows you to do what you can’t with traditional banks. And that is invest in stocks and buy and sell bitcoin.

Now the next secular trend I want to talk about is semiconductors. For me, the only two semiconductor stocks I hold are Nvdia and AMD. But the one that I will recommend that I think has the highest growth potential is AMD. AMD is stealing market share away from intel right now and looks to continue to steal market share from intel for the foreseeable future. Also Intel stock is double the size of AMD which means that AMD has a lot more room to run. In late July, Intel released a statement saying that the release of their 7-nanometer chips will be delayed until 2022 because of manufacturing issues. AMD, on the other hand, already sells their 7-nanometer chips and has spent 2020 releasing more and more versions of them. Because of this, analysts are predicting that AMD’s share of the server market will grow from 10% to 30% over the next two to three years and 50% in the next four to five years.

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