Nanalyze

Mexico is the 13th largest economy by GDP, but you rarely hear people talking about investing in Mexican stocks. Despite this, the Mexico stock index is up roughly 40% over the past year, outpacing the S&P and Nasdaq. And that's without any big tech exposure! Investors are increasingly relying on Mexican stocks for diversification effects. Should you?Stay informed with our free disruptive technology investing newsletter, Nanalyze Weekly. Sign up now at https://www.nanalyze.com/nanalyze-weekly/. This episode is pulled from a YouTube presentation. View the original presentation at https://youtu.be/8J6Rx99EehE.

Drone stocks are soaring lately as geopolitical tensions rise and investors look for ways to profit. Today, we'll look at eight defense drone stocks: Red Cat $RCAT, Ondas $ONDS, Kraken $KRKNF, Aerovironment $AVAV, Swarmer $SWMR, Kratos $KTOS, Draganfly $DPRO, and Palladyne AI $PDYN to see if any of them meet our investment criteria. We'll also look at the broader defense drone thesis. Is it too late to invest in defense drones? Let's find out.Stay informed with our free disruptive technology investing newsletter, Nanalyze Weekly. Sign up now at https://www.nanalyze.com/nanalyze-weekly/. This episode is pulled from a YouTube presentation. View the original presentation at https://youtu.be/kBEO-iWE5sQ.

The Fundrise Innovation fund promises access to a basket of exciting private companies: Databricks, OpenAI, Anthropic, Anduril, and SpaceX! But there's always a catch. In this case, it's a complex and potentially shady structure that $VCX uses to invest in these hot startups called "Special Purpose Vehicles." Many SPVs have historically been linked to allegations of fraud, and some don't actually represent ownership in the companies they're said to hold. If that weren't enough of a showstopper, the fund also trades at an exorbitant premium to its intrinsic value.Stay informed with our free disruptive technology investing newsletter, Nanalyze Weekly. Sign up now at https://www.nanalyze.com/nanalyze-weekly/. This episode is pulled from a YouTube presentation. View the original presentation at https://youtu.be/LMYbfWXI-Zc.

Oil prices are up due to geopolitical tensions. Even after a slight relief, prices are still high. While high oil prices can wreak havoc on your portfolio, there are ways to hedge against this risk; namely oil stocks. What is the safest way to invest in oil? Should you go out and pick top oil stocks like Exxon $XOM and Chevron $CVX ? Or are you better off investing in an energy ETF like $XLE? Let's find out.Stay informed with our free disruptive technology investing newsletter, Nanalyze Weekly. Sign up now at https://www.nanalyze.com/nanalyze-weekly/. This episode is pulled from a YouTube presentation. View the original presentation at https://youtu.be/disl08PggVc.

"Finfluencers" don't have your best interests in mind. They're focused on chasing clout and cashing in on your attention. They love to glom onto whatever meme stock is trending and ram it down your throat. "Buy this stock for explosive growth!" "Generational wealth!" "Asymmetric opportunity!" Before you get sucked into the dangers of finance influencers, you'll want to learn these 10 key flaws in their thinking.Stay informed with our free disruptive technology investing newsletter, Nanalyze Weekly. Sign up now at https://www.nanalyze.com/nanalyze-weekly/. This episode is pulled from a YouTube presentation. View the original presentation at https://youtu.be/ojLTd47nKAk.

Figma stock is down 75% from its peak. Adobe $ADBE was willing to pay $20 billion for this company, a sharp premium to the $14 billion it trades at now. Contrarian investors may be sniffing around for signs of value to be had. Today, we'll revisit Figma $FIG and see what's going on. Why is FIG stock down so much? Does the dip represent value or a value trap?Stay informed with our free disruptive technology investing newsletter, Nanalyze Weekly. Sign up now at https://www.nanalyze.com/nanalyze-weekly/. This episode is pulled from a YouTube presentation. View the original presentation at https://youtu.be/NrA9_kmL_XM.

Optical transceivers have become the latest data center hardware niche to see explosive growth. Companies like Coherent $COHR, Lumentum $LITE, and Applied Optoelectronics $AAOI have rallied significantly due to surging demand. Does this mean it's time to invest in photonics stocks? How much growth is left in this hot tech theme? Let's find out.Stay informed with our free disruptive technology investing newsletter, Nanalyze Weekly. Sign up now at https://www.nanalyze.com/nanalyze-weekly/. This episode is pulled from a YouTube presentation. View the original presentation at https://youtu.be/o7WgzutFnVA.

Nuclear energy stocks like $OKLO and $CEG are heating up. That's thanks to AI and its insatiable demand for energy. With many big tech hyperscalers looking to meet their renewable energy objectives, nuclear energy has never seen more attention. Before you go out and FOMO into some hyped nuclear startup, ask yourself this. Why not just invest in a nuclear ETF? In this video, we'll help you find the best nuclear stock ETF out there using an objective approach.Stay informed with our free disruptive technology investing newsletter, Nanalyze Weekly. Sign up now at https://www.nanalyze.com/nanalyze-weekly/. This episode is pulled from a YouTube presentation. View the original presentation at https://youtu.be/J1jIBjRigfc.

LiDAR stocks haven't treated investors very well. Out of the eight LiDAR companies that went public via SPACs, only one is worth looking at today: Ouster $OUST . After gobbling up their competitor, Velodyne, the newly merged company managed to not only achieve a positive gross margin, but also 30% annual revenue growth for two consecutive years. As "physical AI" use cases expand, Ouster is starting to seem compelling, but risks still remain. One of those risks is Chinese competition in the form of Hesai $HSAI , the global leader in LiDAR. Are either of these stocks worth buying? Let's find out.Stay informed with our free disruptive technology investing newsletter, Nanalyze Weekly. Sign up now at https://www.nanalyze.com/nanalyze-weekly/. This episode is pulled from a YouTube presentation. View the original presentation at https://youtu.be/6d8jIDjZMmk.

Grab stock hasn't treated investors very well which is great news. That means investors can buy shares of Grab at a reasonable valuation. Would they want to? Grab promises a value proposition that's part Uber, part WeChat, and a potential superapp for SouthEast Asia. We only invest in leaders, and Grab appears to be leading in both food delivery and ride hailing in multiple countries. Before investing in $GRAB stock it's important to know the potential opportunity, and Grab's only penetrated a fraction of the smartphone population in SouthEast Asia.Stay informed with our free disruptive technology investing newsletter, Nanalyze Weekly. Sign up now at https://www.nanalyze.com/nanalyze-weekly/. This episode is pulled from a YouTube presentation. View the original presentation at https://youtu.be/HOi8TMfcIo0.

Semiconductor stocks have outperformed the market by a wide margin in recent years, and many believe this outperformance can continue as AI demand shows no sign of slowing down. Semiconductor companies are a great pick-and-shovel play on the growth of AI, accelerated computing, robotics, autonomy, clean energy, cybersecurity, and more. And if you want to invest in all these great themes with only six stocks, look no further. This video will break down the key leaders in the semiconductor industry: NVIDIA $NVDA in GPUs, Taiwan Semiconductor $TSM for fabrication, $ASML for lithography, SK Hynix for high-bandwidth memory, $ARM for IP, and Broadcom $AVGO for networking switches.Stay informed with our free disruptive technology investing newsletter, Nanalyze Weekly. Sign up now at https://www.nanalyze.com/nanalyze-weekly/. This episode is pulled from a YouTube presentation. View the original presentation at https://youtu.be/UyEJEnp4Hnw.

Would you believe there are 87 countries you can invest in? Some of these stock markets are tiny while others are huge. Today, we'll break down all the different countries you can invest in, and what sets them apart. We'll talk about what differentiates a developed market from an emerging market from a frontier market. From Angola to Zimbabwe, here's how to invest across the entire globe.Stay informed with our free disruptive technology investing newsletter, Nanalyze Weekly. Sign up now at https://www.nanalyze.com/nanalyze-weekly/. This episode is pulled from a YouTube presentation. View the original presentation at https://youtu.be/yEEytT0PaZA.

The key factor for a dividend stock is its consistency. We look for predictability, favoring companies that not only have a long track record of paying dividends but also of increasing them. That's how we put together a list of sixteen Canadian dividend champions. In this video, we'll discuss five of them, and what makes them so great.Stay informed with our free disruptive technology investing newsletter, Nanalyze Weekly. Sign up now at https://www.nanalyze.com/nanalyze-weekly/. This episode is pulled from a YouTube presentation. View the original presentation at https://youtu.be/ahr3xFgBZBE.

Sandisk stock is up over 1,500% since its spinoff from Western Digital thanks to an ongoing memory chip shortage. AI demand has caused memory suppliers to prioritize high-bandwidth memory, causing a shortage in all forms of memory out there. This increases prices, meaning memory stocks are all the rage right now, and electronics companies are bearing the weight of these higher input costs. Today we'll talk about three top stocks to play the memory chip boom: SK Hynix, Samsung, and Micron $MU.Stay informed with our free disruptive technology investing newsletter, Nanalyze Weekly. Sign up now at https://www.nanalyze.com/nanalyze-weekly/. This episode is pulled from a YouTube presentation. View the original presentation at https://youtu.be/cUiyhJ2FqdE.

The cure for cancer - at least today - is early detection. That's because if you can detect cancer soon enough, the chance for survival increases dramatically. We've identified two pure-play companies using blood tests for cancer detection, what's known as "liquid biopsy." Those companies are Guardant Health $GH and GRAIL $GRAL. Both offer a "multi-cancer" test, meaning you can screen for multiple cancers with a single blood sample. The market opportunity is measured in the hundreds of billions of dollars. Can these companies succeed where Theranos failed?Stay informed with our free disruptive technology investing newsletter, Nanalyze Weekly. Sign up now at https://www.nanalyze.com/nanalyze-weekly/. This episode is pulled from a YouTube presentation. View the original presentation at https://youtu.be/ARxnaI_L098.

Selling covered calls is easy money, right? Safe, reliable income? Wrong. Today we'll talk about five major mistakes most covered call sellers make while trying to earn passive income. You have to remember that there's no such thing as a free lunch, and if something sounds too good to be true, it probably is. Watch this video and make sure you don't get burned dabbling in covered call options.Stay informed with our free disruptive technology investing newsletter, Nanalyze Weekly. Sign up now at https://www.nanalyze.com/nanalyze-weekly/. This episode is pulled from a YouTube presentation. View the original presentation at https://youtu.be/o1C9z6MEbO8.

Canada is the fourth largest investible developed market in the world, so every investor should have some exposure to it in their portfolio. How much of your portfolio should be in Canadian stocks? Which Canadian stocks should you hold? What about Canadian funds? We'll answer those questions and more in today's video on investing in Canada. Stay informed with our free disruptive technology investing newsletter, Nanalyze Weekly. Sign up now at https://www.nanalyze.com/nanalyze-weekly/. This episode is pulled from a YouTube presentation. View the original presentation at https://youtu.be/H9RCgOxtdSw.

The market seems to think you should sell software stocks first and ask questions later. Large enterprise SaaS companies like Intuit $INTU, Salesforce $CRM, ServiceNow $NOW, and Adobe $ADBE are selling off like mad while the market hits new highs. The current narrative is that AI will destroy software. Who needs to pay for a CRM platform when you can just "vibe code" your own, right? Well, not exactly. As always, there is a lot of nuance here. Let's take a look at the five software stocks investors are most worried about.Stay informed with our free disruptive technology investing newsletter, Nanalyze Weekly. Sign up now at https://www.nanalyze.com/nanalyze-weekly/. This episode is pulled from a YouTube presentation. View the original presentation at https://youtu.be/b5M9Yml1ukg.

Forgent stock is getting ready to hit the market in a hotly anticipated IPO. The company has seen impressive revenue growth from their custom-made data center power solutions. Forgent is capitalizing on the data center boom, but is their stock a buy? Today, we'll look at how exactly Forgent makes money, and we'll uncover any red flags that came up in the company's S-1 filing document.Stay informed with our free disruptive technology investing newsletter, Nanalyze Weekly. Sign up now at https://www.nanalyze.com/nanalyze-weekly/. This episode is pulled from a YouTube presentation. View the original presentation at https://youtu.be/xXLkU4rXmkY.

We don't invest in stories, but we can't deny United Therapeutics $UTHR has one of the coolest stories of any company we've analyzed. The founder of SiriusXM radio decided to create a pharmaceutical company to provide a cure for her daughter's life-threatening disease. Today, the company is worth over $20 billion with an annual run rate of nearly $1 billion. Talk about doing well while doing good.Stay informed with our free disruptive technology investing newsletter, Nanalyze Weekly. Sign up now at https://www.nanalyze.com/nanalyze-weekly/. This episode is pulled from a YouTube presentation. View the original presentation at https://youtu.be/SlJzadwsQIo.