The Patient Investor

"Teradyne is a leader also in perception and sensors. You have Ouster, but you also have Teradyne. Teradyne is doing really, really well."

"You have Tesla number one. I don't like the company, but they're a leader in humanoids. That's just the way it is."

"In this case, my bet would be Nvidia. Nvidia, guys, is trading at 19 times earnings."

"For sensors, I told you guys, Ouster is pretty much the leader. But the stock is very, very expensive as the market is realizing the value. So, I would not be buying Ouster over here."

"But the best way to bet on rare earths or heavy rare earths in general, in my opinion, is through an ETF where you could buy this one called REMX ETF."

"This is why stocks like Ouster is up 167% year to date. And I told you guys about Ouster at $20 per share. It's been doing really, really well."

"He invested in Nvidia when it was a few dollars per share."

"But if Tom Lee continues to issue those prefers, then I see it turning into another micro strategy where you know eventually they're going to have so much in dividend obligations that he's going to be having to sell Ethereum to fund the dividend and again that's or dilute shareholders to fund the dividend and and that's not a good place to be in."

"So for me, the way I view Bitmine is as a better proxy than Ethereum to bet on Ethereum because you're getting a dividend yield, you're getting a 15% discount, you get Beast Industries, you also get an eight coin investment in the Sam Altman coin that has something to do with some cyber security and identity identification for AI. So it tells you which one is AI and who is not AI in terms of internet post and other things which is an important technology and you're getting all of that at a disco"

"he's launching some kind of a financial app that could pretty much dominate a lot of companies, even Robin Hood, which I personally own."

"But I still believe Bit mine in general is not a bad investment if you believe in Ethereum."

"Now if we look at the staking yield on an annualized basis for uh BitMine, it's about $246 million uh at the current price."

"Now unfortunately Bitmine is following the MSDR book. They launched $300 million in a preferred stock called BMNP"

"Many of you have asked me for an update on BitMine stock, ticker symbol BMR. The stock is still going down. It's down 56% over the last year. Absolutely crazy."

"But the other thing about CapEx in general is if you look at those hyperscalers free cash flow, like again, Microsoft, Amazon, Google, Oracle, and Meta, most of their free cash flow is pretty much nearing zero."

"And it's not just Microsoft, it's also Amazon, Meta, and many others."

"Now, this is largely due to the massive divergence between the hyperscalers like Microsoft and Amazon and all these companies, versus what they would call the check receivers, which is mainly the semiconductors like AVGO and Micron and SK Hynix and all the memory stocks."

"Now, this is largely due to the massive divergence between the hyperscalers like Microsoft and Amazon and all these companies, versus what they would call the check receivers, which is mainly the semiconductors like AVGO and Micron and SK Hynix and all the memory stocks."

"Now, this is largely due to the massive divergence between the hyperscalers like Microsoft and Amazon and all these companies, versus what they would call the check receivers, which is mainly the semiconductors like AVGO and Micron and SK Hynix and all the memory stocks."

"But in this video, I'm going to tell you what I believe is likely the best investment in today's video. So I really hope you enjoy it as always. And this stock is Microsoft."

"magnificent seven stocks like Google, Amazon, Microsoft, Meta. All of them are down double-digits."

"magnificent seven stocks like Google, Amazon, Microsoft, Meta. All of them are down double-digits."

"magnificent seven stocks like Google, Amazon, Microsoft, Meta. All of them are down double-digits."

"just like when Microsoft did and it fell 70% and he believes SpaceX could fall 70% like Microsoft and Amazon in 1999."

"just like when Microsoft did and it fell 70% and he believes SpaceX could fall 70% like Microsoft and Amazon in 1999."

"maybe, let's say, they own a 2% interest in a mine that's managed by Barrick Gold and Barrick Gold maybe finds more gold on this land and they have to put up the CapEx to take the gold out and mine it, but Royal Gold doesn't do anything and it collects more royalties without them doing anything just because they own 2% interest."

"If you compare it to Amazon, it's $400 per employee, but I have $2,500 and this one is $29,576."

"And you even have other miners like Agnico Eagle, which is considered the highest quality miner. Agnico Eagle is about $1,400 per ounce due to the rise in in in a lot of the energy prices like crude oil and even diesel, which increases their cost per ounce and labor inflation in general. So, their cost is $1,100 to $1,400 an ounce."

"Now, the second one which I never talked about it on YouTube is mainly a gold related bet or precious metals for doing for those that like it. And this stock is RGLD, which is Royal Gold. Royal Gold is down about 8% year-to-date. It's down about 10% on the month. I'm going to explain what Royal Gold is and what is the royalty business and all these things."

"As always, the first one is GFL. GFL Environmental is a smaller version of Waste Management, Waste Connections, Republic. They process waste. They manage waste in general and garbage. This is a recession-proof industry. It's going to do well no matter what and it's inflation-proof. They can raise prices and no one's going to cancel their garbage bill and throw their garbage on the floor or burn it and and get in trouble with the cops or the authorities in general. So, it's really beautiful busin"