FINANZFOKUS: analisi azionarie e scelte

The YouTuber is building a position in AMD via a savings plan, seeing it as the primary alternative to Nvidia in AI data centers. Tech giants are seeking to reduce dependence on Nvidia, driving demand for AMD's chips and integrated systems like Helios, which offer up to 40% cost advantage for AI applications. Despite a forward P/E of 37, an expected 46% annual earnings growth leads to a PEG ratio under 1, indicating undervaluation.

“Ich sehe AMD langfristig sehr gut positioniert und ich baue aktuell meine Position in AMD jeden Monat über einen Sparplan weiter aus.” — ▶ Guarda clip

The YouTuber holds AMD, stating it contributes positively to their portfolio's performance. They also mention it as one of the stocks they invest in monthly via a savings plan, indicating continued accumulation.

“Auch ASML, Newbank und AMD tragen positiv zur Performance bei.” — ▶ Guarda clip

The YouTuber sees AMD as a strong competitor to Nvidia in processors and graphics chips, offering powerful yet more affordable alternatives. He expects AMD to gain market share in high-performance GPUs, citing its 31% revenue growth in the last quarter. While acknowledging lower operating margins compared to Nvidia, he plans to expand his position when the opportunity arises, having recently initiated a position.

“Ich bin erst vor wenigen Monaten eine Position in AMD eingegangen, nachdem ich die Aktie hier auf diesem Kanal vorgestellt habe. Ich würde meine Position aber bei Gelegenheit weiter ausbauen.” — ▶ Guarda clip

The YouTuber is building a position in Broadcom via a savings plan, highlighting its unique position as a leading fabless chip designer and its critical role in global internet traffic (99% runs on Broadcom chips). It's also becoming a key partner for custom AI chip design for tech giants. Despite a high P/E of 73, an expected 37% annual earnings growth for the next five years results in a PEG ratio of 0.66, indicating undervaluation relative to its growth.

“Ich bin da ja schon Mitte Januar erste Position in Broadcom eingegangen, baue diese aktuell über einen Sparplan weiter aus.” — ▶ Guarda clip

The YouTuber would buy TSMC if not already fully invested, emphasizing its dominant 60% market share in chip manufacturing and critical role in modern technology. Its advanced packaging technology and booked capacities until 2026 give it immense pricing power, leading to a 50% operating margin. Despite its dominance, a forward P/E of 20 and expected 24.6% earnings growth result in a PEG ratio under 1, indicating undervaluation.

“Wenn ich nicht bereits eine volle Position TSMC investiert hätte und ich eh schon so stark in die Halbliter Branche ausgerichtet wäre, würde ich jetzt die Chance nutzen und Anteile weiter aufstocken.” — ▶ Guarda clip

The YouTuber holds TSMC, with 151% gains, highlighting its position as the world's largest foundry. They emphasize its critical role in manufacturing chips for major tech companies like Apple, Nvidia, and AMD.

“Eine ähnlich große Position habe ich noch in TSMC, die 151% im Plus sind. Als weltweit größte Foundary fertigt TSMC die Chips für Giganten wie Apple, Nvidia und AMD.” — ▶ Guarda clip

The YouTuber plans to build a position in Intuit, citing its strong market share (60%) in accounting and tax software (Quickbooks, Turbotax) and high switching costs for customers. Despite its position, it still has significant growth potential, currently reaching only 6% of its total addressable market. With a forward P/E of 20 and expected 14% annual earnings growth, the PEG ratio of 1.45 suggests a fair valuation and an attractive entry point.

“Aus meiner Sicht bietet sich jetzt eine interessante Einstiegchance, weshalb ich jetzt wieder eine Position in Init aufbauen werde.” — ▶ Guarda clip

The YouTuber intends to buy Synopsis, emphasizing its market leadership in Electronic Design Automation (EDA) software, which is crucial for complex semiconductor development. The acquisition of Ansys further strengthens its moat by enabling chip design and simulation. Despite a forward P/E of 30, its strong market position and expected 15.6% annual earnings growth justify the valuation.

“Daher werde ich auch jetzt in diesem Monat eine kleine Position in Synopsis eingehen.” — ▶ Guarda clip

The YouTuber suggests that the recent sell-off in software stocks like Service Now is an overreaction driven by sentiment rather than fundamentals. They argue that companies are deeply integrated into platforms like Service Now, making short-term replacement difficult due to high switching costs and long-term contracts. The underlying fundamentals, such as revenues, cash flow, and margins, remain stable, presenting a unique buying opportunity at historically favorable valuations.

“Denes, einer der einflussreichsten Technologieanalysten in der Wall Street, bezeichnet den aktuellen Ausverkauf der Software Werte als einzigartige Chance. Er betont, dass Unternehmenskunden viel zu tief in Plattform wie Sales Force oder Service integriert sind, als dass sie diese kurzfristig ersetzen könnten.” — ▶ Guarda clip

The YouTuber plans to build a position in ServiceNow, citing its market leadership in IT Service Management, high customer retention (98% renewal rate), and consistent revenue growth of 21.8%. With a forward P/E of 32 and expected 21% earnings growth, the PEG ratio of 1.5 indicates fair valuation, especially with anticipated AI integration solidifying its market position.

“Ich denke, dass insbesondere die KI Integration die Marktführerschaft von Service Nowfristig festigen werden und ich werde da jetzt eine Position in dieser Aktie aufbauen.” — ▶ Guarda clip

The YouTuber holds KLA, an essential company in the chip industry, with 236% gains. They highlight its critical role in ensuring chip production quality through inspection systems and its strong performance as a top S&P 500 performer over the last five years.

“Gefolgt von KLA, ein unverzichtbares Unternehmen der Chiindustrie, das mit sein Inspektionssystem sicherstellt, dass Fehler der Chipproduktion frühzeitig erkannt werden. Diese Aktie zählt auch zu den Topperformern im S&P 500 Fund der letzten 5 Jahre und hier bin ich aktuell 236% im Plus.” — ▶ Guarda clip

The YouTuber holds Alphabet as their largest position, with 121% gains. They believe the company has strengthened its position with Gemini 3 and maintains a dominant market share in search and online advertising, indicating strong fundamentals.

“Meine absolut größte Position ist mittlerweile Alphabet mit 121% an Kursgewinn. Das Unternehmen konnte erst kürzlich mit Gemini 3 seine Position gegenüber Konkurrenten wie Chat GPT stärken und die dominante Marktstellung im Bereich der Suchmaschinen und Online Werbung erfolgreich behaupten.” — ▶ Guarda clip

The YouTuber sees SoFi as an attractive entry point due to its strong growth in customer numbers and diversified business model, moving beyond student loans. Despite a recent stock price drop, its forward P/E of 23 combined with an expected 36% annual earnings growth over the next five years results in a low PEG ratio of 0.6, suggesting undervaluation. The company's cloud-native infrastructure and use of AI for credit decisions and fraud detection are also highlighted as strengths.

“Für mich aktuell eine interessante Chance zum Einstieg. Das jetzt auch ein guter Einstiegszeitpunkt sein könnte, wird auch deutlich, wenn man sich die Bewertung anschaut.” — ▶ 04:00

The YouTuber sold Sofi, realizing over 322% profit. This was part of a broader strategy to reduce risk and secure gains due to high valuations in the market, increasing cash reserves for future buying opportunities.

“Mit Sofi, einer meiner größten Positionen, konnte ich einen Gewinn von über 322 % realisieren.” — ▶ Guarda clip

The YouTuber invests 2000€ monthly into the ACWI ETF as part of their long-term, diversified foundation strategy. They emphasize the importance of a long investment horizon for ETFs to mitigate short-term risks and achieve positive returns, even through crises.

“Zusätzlich fließen noch monatlich 2000 € in den ACW ETF. Das bedeutet, meine Sparpläne betragen in Summe 3600 € im Monat und so baue ich auch schrittweise ein Teil meiner Cashbestände jeden Monat weiter ab.” — ▶ Guarda clip

The YouTuber holds Shopify, which has quickly become a top-five position with 77% gains. They note its role in enabling millions of merchants to build online shops, indicating strong market relevance and growth potential.

“Shopify habe ich noch gar nicht so lange im Depot, aber mittlerweile gehört diese Aktie auch bereit zu meinen Top fünf Positionen. Shopify ermöglich ist Millionen von Händlern ihre eigenen Onlineshops aufzubauen. Hier beträgt der Kursgewinn bereits 77%.” — ▶ Guarda clip

The YouTuber considers JP Morgan Chase a secure long-term holding, highlighting its status as the largest and most systemically important bank in the US, with a 'Fortress Balance Sheet'. Its leadership in investment banking, extensive retail customer base, and significant annual investment in technology and AI contribute to its efficiency, evidenced by a high Return on Tangible Common Equity of 18-20%. While the forward P/E of 13-14 is moderate, it's fair for a bank of its quality, with an expected 8.7% earnings growth.

“Auch hier zahlt man bei der Bewertung aktuell einen kleinen Aufschlag, aber dafür bekommen Anleger eine Aktie der wohl sichersten Bank der Welt.” — ▶ Guarda clip

The YouTuber views Visa as a stable quality stock, highlighting its dominant position in the global payment network, strong pricing power, and impressive operating margin of over 67%. While not cheap at a forward P/E of 22, its consistent 11.5% revenue growth and 12.5% expected earnings growth make it a reliable long-term holding, often trading at a premium.

“Unter Berücksichtigung eines Vorwkgefund 22 ist Visa zwar nicht günstig bewertet, aber das ist nicht ungewöhnlich für stabile Qualitätsaktien und Visa wird fast immer mit einem Ausschlag gehandelt und ich gehe davon aus, dass ich das auch nah Zukunft nicht ändern wird.” — ▶ Guarda clip

The YouTuber suggests that the recent sell-off in software stocks like SAP is an overreaction driven by sentiment rather than fundamentals. They argue that companies are deeply integrated into platforms like SAP, making short-term replacement difficult due to high switching costs and long-term contracts. The underlying fundamentals, such as revenues, cash flow, and margins, remain stable, presenting a unique buying opportunity at historically favorable valuations.

“Denes, einer der einflussreichsten Technologieanalysten in der Wall Street, bezeichnet den aktuellen Ausverkauf der Software Werte als einzigartige Chance. Er betont, dass Unternehmenskunden viel zu tief in Plattform wie Sales Force oder Service integriert sind, als dass sie diese kurzfristig ersetzen könnten.” — ▶ Guarda clip

The YouTuber holds Amazon, highlighting its strong AWS growth (24% last quarter) and increasing in-house chip production, which reduces reliance on external manufacturers. Other growth drivers include the advertising business (22% growth with high margins) and the new satellite internet service, Amazon Kuiper, projected to add $20 billion in annual revenue by 2030. While not a 'bargain' at a forward P/E of 27 and PEG of 1.47, the diversified growth avenues and strong projected 18% annual earnings growth make it a long-term hold.

“Die dritte Aktie ist Amazon und bereits eine meiner größten Positionen in meinem Depot.” — ▶ 6:40

The YouTuber holds Amazon, which is their third-largest position with 52% gains. No specific new reasons are given beyond it being a significant holding in their growth portfolio.

“Die drittgrößte Position ist Amazon mit 52% Kursgewinn.” — ▶ Guarda clip

The YouTuber sold Cyber Ark due to its high valuation, securing a 244% profit. This move was part of a strategy to reduce exposure to overvalued assets and increase cash for potential market downturns.

“Bei Cyber Ark konnte ich mir die Hohe Bewertung nicht mehr rechtfertigen und habe der Gewinne von 244 %.” — ▶ Guarda clip

The YouTuber discusses Oracle as a market leader in database management and cloud ERP software, with a growing Oracle Cloud Infrastructure (OCI) business, especially for AI model training. Despite a high forward P/E of 122, an expected 20% annual earnings growth results in a PEG ratio just over 1, suggesting fair valuation. However, the high debt from acquisitions and massive infrastructure investments are noted as a risk.

“Trotz des Wachstums bleibt die Bilanz ein Risikofaktor in dem Unternehmen. Die Verschuldung ist sehr hoch.” — ▶ Guarda clip

The YouTuber holds ASML, stating it contributes positively to their portfolio's performance. No specific new reasons are given beyond it being a significant holding.

“Auch ASML, Newbank und AMD tragen positiv zur Performance bei.” — ▶ Guarda clip

The YouTuber is investing 1600€ monthly into selected individual stocks, including Atlassian, via a savings plan. This indicates a strategy of consistent accumulation, especially during current market conditions.

“Jeden Monat investiere ich aktuell 1600 € in ausgewählte Einzelaktien Regrab, Novo, Nordisk, FSF, United Health, AMD und Atlasia.” — ▶ Guarda clip

The YouTuber is investing 1600€ monthly into selected individual stocks, including United Health, via a savings plan. This indicates a strategy of consistent accumulation, especially during current market conditions.

“Jeden Monat investiere ich aktuell 1600 € in ausgewählte Einzelaktien Regrab, Novo, Nordisk, FSF, United Health, AMD und Atlasia.” — ▶ Guarda clip

The YouTuber is investing 1600€ monthly into selected individual stocks, including Novo Nordisk, via a savings plan. This indicates a strategy of consistent accumulation, especially during current market conditions.

“Jeden Monat investiere ich aktuell 1600 € in ausgewählte Einzelaktien Regrab, Novo, Nordisk, FSF, United Health, AMD und Atlasia.” — ▶ Guarda clip

The YouTuber holds PayPal, acknowledging it is currently down 31%. They view this as part of the investment process, accepting that not every idea will succeed, aligning with Peter Lynch's philosophy.

“NJ.com und PayPal sind vergleichsweise große Position, die derzeit 25 bzw. 31% im Minus sind. Doch auch das gehört für mich dazu, denn nicht jede Investitionsidee wird aufgehen.” — ▶ Guarda clip