【買うのやめました】今、世界中の投資家が売り始めているAI・半導体株５選

🎁If you want to receive exclusive information and benefits on money and investment, register as a LINE friend below! ↓🎁 https://moneytimeschool.com/lp/offici... If you want to accelerate your wealth building, please register! 😊 ▼Listen to the Money and Time School! Voice media Voicy is here! ! https://voicy.jp/channel/2083 　↑　↑　↑ Free background playback is OK, so you can listen while doing housework or commuting! Enjoy a relaxing mode that's a little different from YouTube! ! ▼Subscribe to the channel here! ! https://www.youtube.com/c/moneytimeha... ▼This episode's theme [I've stopped buying] 5 AI/semiconductor stocks that investors worldwide are starting to sell off right now --------------------------------------------------- 0:00 Stocks that were trending but have plummeted by over 90% 0:56 Buying based on momentum is the most dangerous thing to do in today's market 1:55 Once you can track megatrends, the next step is to judge by the P/E ratio 2:26 Sometimes you can't determine whether a stock is overvalued or undervalued even with the P/E ratio!? 3:00 Essential Metrics to Look At ① Sales Growth and PEG 3:49 NVIDIA is Surprisingly Undervalued When Viewed by PEG 4:57 Essential Metrics to Look At ② Profit Margin 5:24 A Guideline for Profit Margins of Valuable Stocks 6:14 Essential Metrics to Look At ③ Market Share 6:56 High Market Share is Proof of Strength 7:37 In-Depth Explanation - Side-by-Side Comparison and Overall Market Overvaluation 8:05 Why You Shouldn't Judge by PER Alone 8:38 Comparison Methods for Finding Strong Companies 9:13 Judge Management Skills with ROE and ROIC! 9:55 High PER Doesn't Mean You Shouldn't Buy! 10:19 How I Determine Overvaluation Besides Metrics 10:53 Also Look at Overall Market Overvaluation/Undervaluation! 11:34 Investment Decision-Making Methods When the Overall Market is High 12:41 Stocks with Characteristic Movements in the Past 12:55 Pattern ①: Amazon's Stock Price Dropped During a Crash and Then Rebounded Hugely 13:36 Even When an Industry Grows, Only a Few Companies Are Winners 14:08 Case Study ②: Meta 14:32 Pattern ②: Peloton's Stock Price Dropped During a Crash and Did Not Recover 15:00 A Crash is the Time to Buy! 15:42 Stocks I bought for tens of millions of yen during the COVID-19 pandemic 16:38 Why the winds of change when monetary easing occurs 17:12 It was a time when money was being printed lavishly worldwide, creating an excess of investment money 17:51 Examples of things that inflict fatal damage on the real economy 18:23 The return on investment when buying during the COVID-19 pandemic 19:03 What to look at when deciding to buy 19:40 What you need to do to invest boldly 20:50 It's scary, but the success of buying is important 21:19 Declines have occurred recently as well 22:01 What you need to do to turn an opportunity into success 22:45 5 stocks that are hot but have the potential to cause huge losses 23:22 Stock ① Palantir 23:59 A strong company, overbought due to expectations 24:39 Conditions for Palantir to crash 25:04 Stock ② C3.ai 25:45 Generating AI for businesses is extremely difficult to survive in the market. 26:43 Stock ③ SoundHound AI 27:56 Stock ④ QuantumScape 28:32 Important things investors tend to forget 29:34 Stock ⑤ Rivian 30:50 The common point of these 5 stocks is that their future is real, but they are overly optimistic. 31:42 Buying now is a typical example of buying at a high price. 32:47 Three conditions for stocks you should really target. 33:16 The timing when stocks you buy can grow 10 or even 100 times. 34:13 Make use of the list of stocks you shouldn't buy now! (Currently being offered as a gift on our official LINE account!) These are the topics explained in this order! [Related Videos] ▼▼Click here for the series of videos to improve your overall financial skills!    • 🌞 お金と時間から自由になるロードマップ   ▼Self-introduction & Introduction to this channel video (New)    • 【投資の全てを継承します】りょう校長のチャンネル再始動！   (Old)    • 【お金について】元三菱UFJ銀行員が伝える、たった１つのお金の考え方   ▼Recommended Books 📕 The Complete Guide to Super Literacy (I wrote the money literacy section) https://amzn.to/3skTuXs ▼▼Please also check these out▼▼ ①Representative Profile Ryo Amagaya "Money Educator" who teaches professional investment techniques that can be used throughout a lifetime to confused investors Born in Yokohama City, Kanagawa Prefecture After graduating from Aoyama Gakuin University, he joined Mitsubishi Tokyo UFJ Bank (now Mitsubishi UFJ Bank). I was seconded to Mitsubishi UFJ Morgan Stanley Securities, where I gained experience in M&A at an investment bank. Afterward, I returned to the bank's sales division—a career path reminiscent of the TV drama "Hanzawa Naoki." My investment history began in 2008. At the time, I was a member of the university's rugby club, immersed in rugby every day. When I received my job offer from Mitsubishi UFJ Bank, my fellow interns mocked me for having zero financial knowledge, whi...