Stocks Ale's World of Stocks has covered
Ale's World of Stocks
@alesworldofstocks ↗
169K subscribers · 1012 videos · Started 2017-04
Welcome to my world of Stocks!!! Where I share my thoughts and research on all things related to the Stock Market, Investing, Money/Currencies, and other Financial related topics. Thanks for watching and please subscribe!!! :) Please take all of my videos as entertainment, as my own opinion, and at your own risk. I am not telling anyone how to spend or invest their money.
Fact169K subscribers · 15 US-stock videos in the last 90 days
RosterIn the roster since Aug 11 for $NVDA · last checked Oct 1 13:00
$PLDBullish2026-09-292 entriesPLD is an undervalued, high-potential stock driven by logistics dominance, Amazon ties, and AI data center infrastructure advantages.
$AAPLNo side taken2026-09-271 entryAAPL is a safe long-term hold due to strong fundamentals, but current valuation ($5T cap) prevents new buying.
$ABBVNo side taken2026-09-271 entryNot buying more ABBV now due to limited upside at record highs; holding existing position for yield.
$AVGOBullish2026-09-273 entriesBroadcom is a top buy due to its low valuation (PEG < 0.7) relative to strong growth and dominance.
$LLYBullish2026-09-272 entriesLLY is the best choice for growth given its dominant position in the weight loss/diabetes market and strong pipeline, though it lacks a high dividend yield.
$PFEBullish2026-09-272 entriesPFE offers lower valuation and >6% yield; market currently overlooks PFE despite past underperformance.
$SPOTBearish2026-09-271 entrySPOT is overvalued relative to the sector; speaker sold entire stake and ranks it last.
$SOFIBullish2026-09-261 entryBullish on SOFI due to undervaluation (PEG 0.7) and strong fundamentals driven by national banking license enabling high growth and profitability.
$AMZNBullish2026-09-224 entriesAmazon is a core holding due to its scale creating strong, hard-to-penetrate competitive moats.
$GOOGLBullish2026-09-222 entriesGOOGL's large scale provides strong competitive moats; existing enterprise/distribution leverage allows for slower innovation cycles without high cash burn.
$MSFTBullish2026-09-222 entriesMSFT is a core long-term holding; its scale provides strong competitive moats and positions it as an AI infrastructure winner via existing enterprise distribution.
$WDAYBullish2026-09-221 entryWorkday benefits from AI adoption due to Fortune 500 focus and government ties; positive long-term outlook.
$KDPNo side taken2026-09-201 entryKDP's planned spin-off of coffee brands creates uncertainty; speaker prefers waiting to evaluate post-split valuation rather than buying now.
$ORCLBullish2026-09-202 entriesOracle is a top long-term pick due to massive RPO backlog and low valuation; speaker is bullish and owns shares.
$PEPBullish2026-09-202 entriesPEP is the best current market investment given attractive valuation, diversification, high dividends, and long-term growth.
$PGBearish2026-09-201 entrySpeaker does not own PG due to low single-digit growth limits from large market cap and sub-3% dividend yield.
$SNOWBearish2026-09-201 entrySpeaker is bearish on buying SNOW now due to high valuation relative to sector average and competitive risks, despite acknowledging strong growth.
$TXNBearish2026-09-201 entryTXN's high valuation relative to the sector limits potential gains; the speaker avoids buying it despite strong business performance.
$MDTBullish2026-09-152 entriesMDT is a high-conviction buy due to undervaluation relative to sector median and improving fundamentals in medical robotics and cardiac solutions.
$ALGTBullish2026-09-131 entryALGT is a potential value play with strong growth prospects and strategic Amazon backing, but carries risks from high input costs and integration challenges; speaker is monitoring for entry.
$DALBullish2026-09-132 entriesDAL is a safer, traditional airline investment due to long-term resilience, attractive valuation (50% discount on earnings), and dividend reinstatement.
$ADBENo side taken2026-09-121 entryAdobe sentiment is lukewarm; hold position pending further research on recent earnings before increasing exposure.
$AREBullish2026-09-121 entryAlexandria Real Estate is rebounding; speaker intends to buy more due to its unique biotech real estate profile.
$BIDUBullish2026-09-122 entriesBIDU offers decent long-term rebound potential post-drop; risk from being a Chinese stock limits position size.
$CLXBullish2026-09-121 entryCLX recent dip makes it attractive; strong dividend yield supports the buy case.
$EXRBullish2026-09-121 entryWilling to add to existing large position in EXR due to current negative performance; views it as a fantastic self-storage REIT.
$HRBullish2026-09-121 entryHR is a top-tier healthcare real estate play; current price drop, 5% dividend, and valuation support a long-term rebound thesis.
$IBMBullish2026-09-121 entryIBM is a reliable sleeper play on quantum computing with strong enterprise/hybrid cloud exposure; current valuation/dividend are safe; plan to accumulate more.
$METABullish2026-09-121 entryBought META on a dip; valuation is attractive vs big tech peers; bullish long term.
$NVDABullish2026-09-121 entryNvidia is a high-quality company suitable for long-term holding; no intention to sell.
$PYPLBullish2026-09-121 entryPost-acquisition-fallthrough, PYPL is viewed as a better long-term holding with upside due to attractive valuation; intent to buy more shares.
$TSNBullish2026-09-121 entryTSN is a long-term hold with rebound potential due to the enduring nature of the poultry market and its strong dividend.
$VICIBullish2026-09-121 entryVICI is the best REIT currently; strong fundamentals and yield justify buying more despite recent price suppression.
$VRSNBullish2026-09-121 entryVICI Properties is a top-tier core holding with an incredible business model; current price suppression presents a buying opportunity.
$XYLBullish2026-09-121 entryXYL is a core holding target; bullish on water sector reliability and current valuation.
$ZMBullish2026-09-121 entryZyllem is a high-conviction top 50% portfolio holding; despite a negative view and 6% drop, it is a no-brainer buy with plans to increase position.
$VRTBullish2026-09-081 entryVRT is an undervalued, high-risk/high-reward AI infrastructure play due to a low PEG ratio (~1) and strong growth from Nvidia partnerships and data center demand.
$LENNo side taken2026-09-061 entryLEN is a value opportunity but the speaker avoids buying due to boredom and interest rate sensitivity.
$MBearish2026-09-061 entryMacy's is unsuitable for long-term investment due to the existential threat of e-commerce competition, particularly from Amazon, which outweighs its low valuation and asset base.
$NYTBearish2026-09-061 entryNYT has limited long-term upside due to intense digital competition and an aging subscriber base; it is currently overvalued.
$PFBullish2026-09-011 entryPfizer is a superior long-term investment compared to other AI biotech stocks because of its lower valuation, high dividend yield, and successful AI-driven pipeline diversification.
$RXRXNo side taken2026-09-011 entryRXRX is a high-risk moonshot with potential upside from AI-driven drug discovery, but faces volatility and unreliable sales until a commercial hit occurs.
$COHRBullish2026-08-301 entryCOHR is a high-conviction buy (ranked #3) due to its role in AI data center connectivity, strong growth, and undervaluation relative to the sector.
$GENBBearish2026-08-301 entryGENB is a high-risk investment due to significant cash burn and extreme valuation multiples, despite Nvidia's recent stake; ranked low by the speaker.
$INTCNo side taken2026-08-301 entryIntel is an okay long-term hold but not a solid buy due to price at historical highs, even with a low PEG ratio.
$NBISBearish2026-08-301 entryNBIS has a bright future but is a pass due to rich valuation and negative free cash flow projections.
$NOKNo side taken2026-08-301 entryNOK has strong recent AI/cloud growth and fair valuation but faces low-margin constraints and slow top-line growth, leading to a cautious stance relative to other picks.