Early Investor

Six countries hold up the AI industry: the US (labs, cloud, chips), South Korea (AI memory), Taiwan (chip factories), the Netherlands (EUV machines), Japan (chip materials) and China (minerals).
Which country matters most to AI? Tell me why in the comments.
Share this with a friend who follows the chip race.
The full AI map film is on my channel. Not investment advice.
#AIStocks #Semiconductors #ChipWar #TSMC #ASML

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9 hours ago | [YT] | 2

Early Investor

How big each floor of the AI industry got since ChatGPT: Nvidia's data-center sales grew 13×, chip materials stayed flat at $73B a year, and this year memory sales could more than triple.
Which floor booms next? Tell me why in the comments.
Share this with a friend who invests in AI.
The full AI map film is on my channel. Not investment advice.
#AIStocks #Semiconductors #Nvidia #MemoryChips #DataCenters

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2 days ago | [YT] | 1

Early Investor

I priced all 13 floors of the AI industry, 234 stocks from the apps down to the mines. The bottlenecks (chips, memory, chip factories, chip machines) trade at lower P/E ratios than the crowded floors, and memory has the lowest of all.
Memory at a P/E of 11 or software at 57: which would you rather own? Tell me why in the comments.
Share this with a friend who owns AI stocks.
The full AI map film is on my channel. Not investment advice.
#AIStocks #PERatio #Semiconductors #MemoryChips #Nvidia

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4 days ago | [YT] | 3

Early Investor

RSP just beat SPY by the most in a month since 2009. Same 500 stocks, weighed two ways, and the gap between them shows who the economy is working for.
Rotation into the rest of the market, or a blip? Tell me why in the comments.
Share this with a friend who only owns the S&P 500.
Not investment advice.
#SP500 #SPY #RSP #EqualWeight #StockMarket

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5 days ago | [YT] | 3

Early Investor

Buying a stock? Check these 6 numbers first: sales, margin, free cash, debt, share count and P/E. Each one shown on a real company.
Which one do you check first? Tell me why in the comments.
Share this with a friend who buys on tips.
Examples, not recommendations. Not investment advice.
#StockMarket #Investing #StocksForBeginners #InvestingTips #StockAnalysis

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6 days ago | [YT] | 3

Early Investor

What would you do if the stock market drops another 20% this week?

1 week ago | [YT] | 3

Early Investor

These 7 famous stocks have almost never been this cheap, in 10 years of P/E history.
Cheap, or cheap for a reason? Tell me why in the comments.
Share this with a friend who thinks these are all overpriced.
Not investment advice.
#PERatio #Nvidia #Netflix #Lululemon #ValueInvesting #google #intuit #adobe #novonordisk

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1 week ago | [YT] | 4

Early Investor

What stocks did after every midterm since 1930, in one wall of charts.

2026's big drop hasn't come. Skipped it, or just late? Tell me why in the comments.
Share this with a friend who's nervous about the election.

Not investment advice.

#Midterms2026 #StockMarket #SP500 #Investing #Stocks

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1 week ago | [YT] | 4

Early Investor

Growth hit 3.4%. Rates may rise again. The Fed paused on Wednesday, growth came in strong on Thursday, and on Friday one official who voted to wait said at least two more hikes are needed. Here's what Warsh said, what it means for your money, and the 5 dates that decide December.

Will the Fed hike on Dec 9? Tell me why in the comments.
Share this with a friend waiting for lower mortgage rates.

Not investment advice. Cover photo: Federal Reserve, public domain, edited.

#FOMC #FederalReserve #InterestRates #Inflation #KevinWarsh

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1 week ago | [YT] | 5

Early Investor

Microsoft rose. Google fell. Same AI boom. I took both earnings reports apart in 8 numbers: why the market split, and what it means for AI stocks.

Which would you rather own for the next 5 years? Tell me why in the comments.
Share this with a friend who owns Google.

Not investment advice.

#MicrosoftEarnings #GoogleEarnings #Alphabet #AIStocks #CloudComputing

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1 week ago | [YT] | 4