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    The Uncertain Future of Computing

    en-usJuly 12, 2021
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    About this Episode

    😨 ARK Invest's Big Ideas includes 'Re-inventing the Data Center', where Cathie Wood states Intel (INTC stock) has lost its way. Let's talk about Apple (AAPL stock), Nvidia (NVDA stock), and Advanced Micro Devices (AMD stock), the 3 companies disrupting Intel's x86 processors by making their own ARM-based chips, and why Intel stock could be a massive value trap.

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    Sources & Further Reading:
    ARK Invest's Big Ideas 2021
    https://ark-invest.com/big-ideas-2021/

    Apple: A New Era For The PC (Seeking Alpha): https://seekingalpha.com/article/4420499-apple-new-era-for-pc

    Cost Analysis - An x86 Massacre: https://www.anandtech.com/show/15578/cloud-clash-amazon-graviton2-arm-against-intel-and-amd/9

    Apple M1 chip specs, release date, and how it compares to Intel: https://www.tomsguide.com/news/apple-m1-chip-everything-you-need-to-know-about-apple-silicon-macs

    Apple takes TSMC's whole 3nm production capacity for Mac, iPhone, iPad: https://appleinsider.com/articles/20/12/22/apple-takes-tsmcs-whole-3nm-production-capacity-for-mac-iphone-ipad

    Increasing in Share of Developers, Apple and Amazon Could Topple Intel’s x86 Empire (ARK Invest): https://ark-invest.com/articles/analyst-research/developers/

    I am not a financial advisor or affiliated with ARK Invest in any way.

    Thanks for listening!

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    Recent Episodes from Ticker Symbol: YOU

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    πŸ“ Resources & References πŸ“
    Q1’22 Financial Results
    https://investors.unity.com/news/news-details/2022/Unity-Announces-First-Quarter-2022-Financial-Results/default.aspx Β 

    Unity vs Unreal Engine for XR Development (2021 - Updated Feb 12 2022)
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    πŸ”₯ https://tickersymbolyou.com/masterworks From 1995 to 2020, fine art has appreciated 14% annually vs. S&P500’s 9.5%, so it's a great way to diversify without sacrificing performance. Masterworks disclosures: https://mw-art.co/37WwvbD

    πŸ“ Resources & References πŸ“
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    Shopify Investor Relations (SHOP Stock): https://investors.shopify.com/home/default.aspx

    Twilio Investor Relations (TWLO Stock): https://investors.twilio.com/overview/default.aspx

    UiPath Investor Relations (PATH Stock): https://ir.uipath.com/

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    πŸ“œ Disclosures πŸ“œ
    All content on this channel is for informational purposes only and should not be construed as professional financial advice or recommendation to buy or sell any securities. Trading stocks, ETFs, other securities, and/or cryptocurrencies poses a considerable risk of loss. Neither host or guests can be held responsible for any direct or incidental loss incurred by applying any of the information offered. The content of this video is solely the opinions of the speaker who is not a licensed financial advisor or registered investment advisor. Should you need such advice, consult a licensed financial or tax advisor.Β  When you make purchases through links in this video description, the author may earn a commission.

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    πŸ”₯ https://tickersymbolyou.com/masterworks From 1995 to 2020, fine art has appreciated 14% annually vs. S&P500’s 9.5%, so it's a great way to diversify without sacrificing performance. Masterworks disclosures: https://mw-art.co/37WwvbD

    πŸ“ Resources & References πŸ“
    Why Palantir Stock Is Crashing - Q1 Earnings Update: https://www.youtube.com/watch?v=bnMDxqP_vZ8

    Palantir Technologies Inc. (PLTR) Q1 2022 Earnings Call Transcript - https://www.fool.com/earnings/call-transcripts/2022/05/09/palantir-technologies-inc-pltr-q1-2022-earnings-ca/

    Palantir Reports Revenue Growth of 31% for Q1 2022, US Commercial Revenue up 136% Y/Y in Q1 2022 - https://investors.palantir.com/news-details/2022/Palantir-Reports-Revenue-Growth-of-31-for-Q1-2022-US-Commercial-Revenue-up-136-YY-in-Q1-2022

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    πŸ“œ Disclosures πŸ“œ
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    πŸ“ Resources & References πŸ“
    What the Fed’s rate hike means for you https://www.nytimes.com/live/2022/03/16/business/fed-meeting-interest-rates#what-the-feds-rate-hike-mean-for-you

    Federal Open Market Committee Meeting Minutes https://www.federalreserve.gov/monetarypolicy/fomccalendars.htm

    A full recap of the Fed’s rate hike decision and Powell’s market-moving comments https://www.cnbc.com/2022/03/16/real-time-updates-of-the-big-fed-decision-and-jerome-powell-press-conference.html

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    πŸ“œ Disclosures πŸ“œ
    All content on this channel is for informational purposes only and should not be construed as professional financial advice or recommendation to buy or sell any securities. Trading stocks, ETFs, other securities, and/or cryptocurrencies poses a considerable risk of loss. Neither host or guests can be held responsible for any direct or incidental loss incurred by applying any of the information offered. The content of this video is solely the opinions of the speaker who is not a licensed financial advisor or registered investment advisor. Should you need such advice, consult a licensed financial or tax advisor.Β  When you make purchases through links in this video description, the author may earn a commission.

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    TDOC | Teladoc Stock Crash Explained (Call a Doctor)

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    🩸 https://tickersymbolyou.com/masterworks From 1995 to 2020, fine art has appreciated 14% annually vs. S&P500’s 9.5%, so it's a great way to diversify without sacrificing performance. Masterworks disclosures: https://mw-art.co/37WwvbD

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    πŸ“ Resources & References πŸ“
    Teladoc Earnings Presentations: https://ir.teladoc.com/news-and-events/events-and-presentations/

    Teladoc and Livongo merge into $37 billion remote-health company: https://www.cnbc.com/2020/08/05/teladoc-acquires-livongo-creates-37-billion-health-tech-company.html

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    My full resource library β–Ά https://www.tickersymbolyou.com (work in progress)
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    ARK Invest Genomic Revolution ETF (ARKG) β–Ά https://ark-funds.com/arkg


    πŸ“œ Disclosures πŸ“œ
    All content on this channel is for informational purposes only and should not be construed as professional financial advice or recommendation to buy or sell any securities. Trading stocks, ETFs, other securities, and/or cryptocurrencies poses a considerable risk of loss. Neither host or guests can be held responsible for any direct or incidental loss incurred by applying any of the information offered. The content of this video is solely the opinions of the speaker who is not a licensed financial advisor or registered investment advisor. Should you need such advice, consult a licensed financial or tax advisor.Β  When you make purchases through links in this video description, the author may earn a commission.

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    Nvidia Is Crushing Facebook's Metaverse (Here's How)

    Nvidia Is Crushing Facebook's Metaverse (Here's How)

    Trade Bitcoin, Ethereum, and other cryptos with ZERO fees on FTX. Use my referral code and get a free coin when you trade $10: https://tickersymbolyou.com/ftx - Use code: TSYOU

    Mark Zuckerberg is betting his entire Facebook empire (FB stock) on virtual reality because he thinks it will unlock trillions of dollars in new markets. In fact, he plans on spending 180 billion dollars to make it happen. That’s more than Jeff Bezos is worth today! But there’s just one problem. The Metaverse actually doesn’t need VR at all. There are two technology platforms that spell GAME OVER for Meta and they all exist today! Nvidia Omniverse (NVDA stock) and Ethereum (ETH, a cryptocurrency ). Here's what the Metaverse will really look like and who's building it right now!

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    πŸ”₯ https://tickersymbolyou.com/masterworks From 1995 to 2020, fine art has appreciated 14% annually vs. S&P500’s 9.5%, so it's a great way to diversify without sacrificing performance. Masterworks disclosures: https://mw-art.co/37WwvbD

    πŸ“ Resources & References πŸ“Β 
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    10 Things to Know About Ethereum 2.0:
    https://alwaysmoving.medium.com/101-things-you-didnt-know-about-eth-2-0-d4434784483b

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    πŸ“š Useful Resources πŸ“š
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    ARK Invest Big Ideas 2022 Report β–Ά https://ark-invest.com/big-ideas-2022/

    πŸ“œ Disclosures πŸ“œ
    All content on this channel is for informational purposes only and should not be construed as professional financial advice or recommendation to buy or sell any securities. Trading stocks, ETFs, other securities, and/or cryptocurrencies poses a considerable risk of loss. Neither host or guests can be held responsible for any direct or incidental loss incurred by applying any of the information offered. The content of this video is solely the opinions of the speaker who is not a licensed financial advisor or registered investment advisor. Should you need such advice, consult a licensed financial or tax advisor.Β  When you make purchases through links in this video description, the author may earn a commission.

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    Warning: Investors Must Know THIS About Palantir

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    πŸ”₯ https://tickersymbolyou.com/masterworks From 1995 to 2020, fine art has appreciated 14% annually vs. S&P500’s 9.5%, so it's a great way to diversify without sacrificing performance. Masterworks disclosures: https://mw-art.co/37WwvbD

    πŸ“ Resources & References πŸ“

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    πŸ“œ Disclosures πŸ“œ
    All content on this channel is for informational purposes only and should not be construed as professional financial advice or recommendation to buy or sell any securities. Trading stocks, ETFs, other securities, and/or cryptocurrencies poses a considerable risk of loss. Neither host or guests can be held responsible for any direct or incidental loss incurred by applying any of the information offered. The content of this video is solely the opinions of the speaker who is not a licensed financial advisor or registered investment advisor. Should you need such advice, consult a licensed financial or tax advisor.Β  When you make purchases through links in this video description, the author may earn a commission.

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    The world isn't ready for Palantir. Here's why.

    The world isn't ready for Palantir. Here's why.

    I thought I knew something about Palantir. I was wrong. Now I want to get my hands on it. :)

    Here's my playlist on Palantir (so far): https://www.youtube.com/watch?v=PZbBj6LSsuY&list=PLEzjBEcw2qf3nT_EpUVZPWzj8nxgFDRgH&t=0s

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    Get your free stock worth up to $1000 at https://tickersymbolyou.com/public once you open an account! *This is not investment advice. Offer valid for U.S. residents 18+ and subject to account approval. See Public.com/disclosures/

    https://tickersymbolyou.com/masterworks From 1995 to 2020, fine art has appreciated 14% annually vs. S&P500’s 9.5%, so it's a great way to diversify without sacrificing performance. Masterworks disclosures: https://mw-art.co/37WwvbD

    πŸ“ Resources & References πŸ“
    Dollar-cost Averaging https://ofdollarsanddata.com/even-god-couldnt-beat-dollar-cost-averaging/

    My favorite stockmarket indicators:
    https://money.cnn.com/data/fear-and-greed/
    https://www.aaii.com/sentimentsurvey

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    πŸ“š Useful Resources πŸ“š
    My full resource library β–Ά https://www.tickersymbolyou.com
    ARK Invest Big Ideas 2022 Report β–Ά https://ark-invest.com/big-ideas-2022/
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    πŸ“œ Disclosures πŸ“œ
    All content on this channel is for informational purposes only and should not be construed as professional financial advice or recommendation to buy or sell any securities. Trading stocks, ETFs, other securities, and/or cryptocurrencies poses a considerable risk of loss. Neither host or guests can be held responsible for any direct or incidental loss incurred by applying any of the information offered. The content of this video is solely the opinions of the speaker who is not a licensed financial advisor or registered investment advisor. Should you need such advice, consult a licensed financial or tax advisor.Β  When you make purchases through links in this video description, the author may earn a commission.

    πŸ™ Thanks for watching!

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    5 Investing Tips as the Fed Raises Interest Rates

    5 Investing Tips as the Fed Raises Interest Rates

    Trade Bitcoin, Ethereum, and other cryptos with ZERO fees on FTX. Use my referral code and get a free coin when you trade $10: https://tickersymbolyou.com/ftx - Use code: TSYOU

    The stock market crash of 2022. Are you prepared? The truth is that tech stocks or crypto don’t just go up in a straight line and being on the brink of a recession, oil and wheat prices at all-time highs... the global economic picture has not looked this bad for a long time. Here are 5 great tips for keeping your cool while investing during the 2022 recession.

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    Get your free stock worth up to $1000 at https://tickersymbolyou.com/public once you open an account! *This is not investment advice. Offer valid for U.S. residents 18+ and subject to account approval. See Public.com/disclosures/

    https://tickersymbolyou.com/masterworks From 1995 to 2020, fine art has appreciated 14% annually vs. S&P500’s 9.5%, so it's a great way to diversify without sacrificing performance. Masterworks disclosures: https://mw-art.co/37WwvbD

    πŸ“ Resources & References πŸ“
    Dollar-cost Averaging https://ofdollarsanddata.com/even-god-couldnt-beat-dollar-cost-averaging/

    My favorite stockmarket indicators:
    https://money.cnn.com/data/fear-and-greed/
    https://www.aaii.com/sentimentsurvey

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    πŸ“œ Disclosures πŸ“œ
    All content on this channel is for informational purposes only and should not be construed as professional financial advice or recommendation to buy or sell any securities. Trading stocks, ETFs, other securities, and/or cryptocurrencies poses a considerable risk of loss. Neither host or guests can be held responsible for any direct or incidental loss incurred by applying any of the information offered. The content of this video is solely the opinions of the speaker who is not a licensed financial advisor or registered investment advisor. Should you need such advice, consult a licensed financial or tax advisor.Β  When you make purchases through links in this video description, the author may earn a commission.

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    Cathie Wood: Russia & Ukraine Shock Growth Stocks

    Cathie Wood: Russia & Ukraine Shock Growth Stocks

    In the Know with Cathie Wood is a monthly ARK Invest video series that talks about stocks, macroeconomics, and technology. Here's a 10-minute supercut of ARK Invest's latest episode, where Cathie Wood talks about the impacts of the Russia-Ukraine conflict on the markets and different indicators we can be watching now. Sources are provided for investors to come to their own conclusions.

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    πŸ“ Resources & References πŸ“
    Inflation, Interest Rates, Russia-Ukraine, Innovation Solving Problems | ITK with Cathie Wood β–Ά https://www.youtube.com/watch?v=sr2PmvZ6buQ

    CNN Fear and Greed Index β–Ά https://money.cnn.com/data/fear-and-greed/

    10-Year Treasury Minus 2-Year Treasury Constant Maturity β–Ά https://fred.stlouisfed.org/series/T10Y2Y

    UM Surveys of Consumers β–Ά https://data.sca.isr.umich.edu/charts.php

    Federal Open Market Committee (FOMC) Monetary Policy Meetings - https://www.federalreserve.gov/monetarypolicy.htm

    12-month percentage change, Consumer Price Index, selected categories: https://www.bls.gov/charts/consumer-price-index/consumer-price-index-by-category-line-chart.htm

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    πŸ“œ Disclosures πŸ“œ
    All content on this channel is for informational purposes only and should not be construed as professional financial advice or recommendation to buy or sell any securities. Trading stocks, ETFs, other securities, and/or cryptocurrencies poses a considerable risk of loss. Neither host or guests can be held responsible for any direct or incidental loss incurred by applying any of the information offered. The content of this video is solely the opinions of the speaker who is not a licensed financial advisor or registered investment advisor. Should you need such advice, consult a licensed financial or tax advisor.Β  When you make purchases through links in this video description, the author may earn a commission.

    πŸ™ Thanks for watching!

    Support the show