Parkev Tatevosian, CFA

Investor analyst John reveals five AI‑related companies—Meta Platforms, Amazon, UiPath, Qualcomm, and CoreWeave—that he believes are significantly undervalued in 2026, citing proprietary discounted cash‑flow calculations that assign intrinsic values of $867 vs $648 for Meta, $270 vs $247 for Amazon, $21.88 vs $17.33 for UiPath, $200 vs $169 for Qualcomm, and $103 vs $91 for CoreWeave. He explains how AI‑driven capital spending, low cost‑of‑debt financing, and expanding market opportunities underpin these price gaps, and invites viewers to access his full valuation models and his new investing framework book by joining the channel’s investor tier.

This video breaks down the key differences between index funds and individual stocks—covering diversification, risk exposure, time commitment, and upside potential—while showing how index funds offer low‑effort, disciplined, market‑average returns and individual stocks demand extensive research but can deliver outsized gains. It advises beginners to build a core of index funds and, as they become more confident, gradually add carefully selected stocks, urging viewers to adopt one (or a blend) of these strategies rather than stay out of the market altogether.

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Nvidia’s CFO unveiled the soon‑to‑ship Vera Rubin family of six co‑designed chips, promising ten‑fold higher input performance, a quarter‑time drain, and dramatically lower token‑cost throughput that will compel hyperscalers to upgrade legacy data‑center fleets while fueling generative and agentic AI adoption across enterprises. He also detailed the company’s $3,500 driverless‑car platform and upcoming Alpha Mayo partnership roadmap, projecting a rapid rise from today’s sub‑1% revenue share to a multi‑digit contribution in the next decade, and reaffirmed a bullish valuation with a fair‑value target of $196 per share versus the current $188 price.

Nvidia unveiled its next‑generation Vera Rubin AI chips, touting up to 5× better inference, 3× faster training and dramatically lower cost per token, which is driving massive demand from hyperscalers and pushing projected AI‑focused data‑center spending toward trillions of dollars. The analyst argues the stock is still undervalued at a forward P/E of 27, estimating a fair value near $196 per share and highlighting additional upside if the pending $50 billion China order materializes.

In this video the presenter explains why Meta Platforms earns the #1 spot for 2026, highlighting its 28% CAGR revenue growth, dominant ad‑driven business model, 40%+ returns on invested capital, strong cash‑flow generation and an attractive forward‑PE of 22 despite AI‑related spending concerns. He also details recent user‑growth metrics, rising ad‑price trends, a revised intrinsic‑value estimate of $867 per share versus the current $649 price, and how these factors make Meta a compelling, undervalued buy for the coming year.

In this video the host outlines a seven‑stock “forever” portfolio—Costco, Amazon, Home Depot, Procter & Gamble, Visa, Netflix and Disney—highlighting each company’s durable competitive moats, attractive valuations and diversification benefits as a low‑maintenance alternative to broad index funds or over‑hyped meme stocks. He also explains his valuation methodology, why these firms can be bought and held for decades, and offers additional research and tools through his channel membership.

sentences.In this video the analyst refutes the notion that Nvidia has hit its stock peak, showing that the company’s Blackwell and Vera Rubin product line now has a $500 billion‑plus order pipeline that’s expanding thanks to new deals with cloud giants, AI model makers, and bundled networking equipment. He also explains how securing US‑approved licenses for H200 chips in China could add $50 billion in sales, potentially raising his fair‑value estimate by 20‑30 % to $240‑$260 per share, and invites viewers to subscribe for access to his detailed discounted‑cash‑flow models.

Novo Nordisk has just received U.S. approval for the first oral weight‑loss pill, showing an average 17% loss in trials and priced at about $150 a month for the 1.5 mg dose, opening a potential market of over 100 million Americans with obesity. In this video the analyst breaks down the drug’s market impact, projects Novo Nordisk’s free‑cash‑flow to rise from $5.8 billion in 2025 to $13.1 billion in 2026, assigns a fair‑value of $85 per share versus the current $56 price, and reiterates a “buy” rating while offering access to detailed valuation spreadsheets for channel members.

.The video explains how Beijing’s recent directive preventing Chinese tech firms from purchasing Nvidia’s H200 AI chips threatens an estimated $54 billion in sales that could have added roughly a 25% premium to Nvidia’s intrinsic value, and why this uncertainty has kept the stock’s upside catalyst from materializing. Despite the setback, the analyst maintains a buy rating, citing Nvidia’s strong fundamentals, an undervalued forward P/E, and a personal strategy to keep accumulating shares.

two sentences.In this video the host evaluates TSMC, Intel, Micron and ASML using revenue growth, cash‑flow‑to‑sales, ROIC and forward‑PE valuation metrics to pinpoint the semiconductor manufacturing stock best positioned for the AI‑driven boom through 2026. The analysis concludes that Micron Technology offers the most attractive risk‑adjusted upside, with TSMC a close second, ASML third and Intel fourth.

.Amazon is ramping up AI infrastructure spending to over $120 billion, more than double its previous year’s capex, while its remaining performance obligations have only risen modestly, sparking worries about over‑investment and potential gluts. Nonetheless, soaring AWS margins, a growing backlog, and a forward‑PE valuation well below its discounted‑cash‑flow fair value lead the presenter to label Amazon stock as an undervalued buying opportunity.