Swaggy's Top Stonks

Swaggy’s Top Stonks. We compile and analyze data from multiple sources, bringing you the top trending tickers from around the internet. If you haven’t subscribed already, please do so below.

Swaggy's Top Stonks

Welcome newcomers to Swaggy's Top Stonks, and thank you for subscribing.

TL;DR

  • Bitcoin is ripping

  • Oil is in the toilet (seriously, call a plumber)

  • How to trade options without losing your life savings

Alts are perfect for SDIRAs

In this issue, we'll show you why self-directed IRAs (or SDIRAs) are the perfect vehicle for investing in alternatives.

Alto allows you to invest in alternative assets with their retirement funds. You can transfer cash from any existing 401(k) or IRA, or initiate a new contribution to invest in alternatives. Alto helps you with all the administrative stuff.

They've recently launched Alto Marketplace, a platform that connects individual accredited investors to private alternative opportunities.

Their suite of integrated partners includes some names you might recognize:

  • Startups (with AngelList)

  • Peer-to-peer lending (with Prosper)

  • Real estate (with CalTier)

  • Artwork (with MasterWorks)

  • Infrastructure (with InfraShares)

  • See the full list

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Create an Alto IRA today. Go to altoira.com/marketplace to learn more.

Disclaimer:

Alto Marketplace offerings are currently available only to accredited investors. Private securities involve risk and may result in significant losses. Important disclosures apply. Alto does not provide investment advice. Consult an investment advisor to determine whether an investment is appropriate for your portfolio.

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  • The same analysts who got it wrong in 2023 are predicting a soft landing in 2024.

End-of-year market forecasts

4,602

16,083

Macro forecasts

3.72%

3.29%

175,846

1% chance

74%

1.61%

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🧠 What do you think?

🎤 What you said last time

Yes

“Supply and demand is simple. With less supply, prices will go up because we need oil and gas.”

No

“An overall world recession will cause foreign countries to produce more for necessary capital and economic relief.”

🚀 Wall St Bets Fear and Greed Index

🎤 Wall St Bets sentiment

🗞️ Mainstream sentiment

₿ Crypto sentiment

🧠 Stock ideas

2023 was an exciting year for telecom companies and hardware providers. Many reduced investments after heavy spending in preceding years, while smartphone sales dipped.

Nonetheless, the growing shift to online work, education, and commerce in emerging markets could make some 5G stocks worth attention.

Analysis provided by public.com. Remember to always DYOR.

Qualcomm ($QCOM)

Bull Case

  • 6G Technology Leader: Qualcomm's pioneering work in 6G positions it as a frontrunner, offering potential new revenue streams and sustained innovation.

  • Diverse Revenue Streams: Beyond 6G, Qualcomm's Snapdragon platform diversifies income sources, reducing market segment dependence.

  • AI Integration: Qualcomm's AI chip investments promise growth as AI becomes vital in smartphones, connected cars, and IoT devices.

Bear Case

  • Tech Competition: Fierce tech competition poses a threat. Maintaining innovation and market leadership is crucial for growth.

  • Regulatory Challenges: Past regulatory issues can disrupt business. Ongoing regulatory scrutiny may hinder progress.

  • Market Reliance: Qualcomm heavily depends on the smartphone and telecom markets despite diversification. Industry downturns can impact revenue and profits.

American Tower ($AMT)

Bull Case:

  • Global Tower Ownership: AMT, a leading REIT in data centers and towers, owns over 220,000 cell phone towers worldwide, benefiting from the 5G expansion.

  • Diverse Revenue Streams: With 40,000+ U.S. towers and a strong presence in growth markets like Brazil and India, AMT taps into both mature and high-growth regions.

  • Data Center Growth: Expanding into data centers aligns AMT with the growing communications market, enhancing revenue prospects.

Bear Case:

  • Regulatory Risks: As a REIT, regulatory changes may impact operations or tax status.

  • Economic Sensitivity: Downturns can affect tower demand, impacting revenue and profitability.

  • Competition Challenge: Rival tower operators and infrastructure providers could threaten AMT's market position and growth.

Corning ($GLW)

Bull Case:

  • Fiber-Optic Demand: Corning benefits from increasing demand for fiber-optic cables in the 5G era.

  • Diversification into 5G: Corning's SpiderCloud E-RAN technology expands its revenue with on-premise 5G networks for businesses.

  • Attractive Valuation: GLW stock offers a reasonable valuation at 17 times forward earnings and a 3.9% dividend yield.

Bear Case:

  • Market Competition: Competition in fiber-optic and 5G tech sectors may limit market share and profitability.

  • Technological Challenges: Rapid tech advancements could be a challenge if Corning lags behind industry standards.

  • Economic Sensitivity: Economic downturns may impact demand, particularly in the construction and telecom sectors, affecting financial performance.

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🧵 The best posts from Wall St Bets this week

this remains one of the best videos of all time

Me trying to trade my way out of a 90% loss on my life savings

One of us!

📈 Trends you need to know

Brought to you by our friends at Glimpse, my favorite way to spot trends.

Snail slime is big in cosmetics.

🖼️ Meme of the week

That’s it for this week. Love it? Hate it? Smash reply.

Notes

Please read this disclaimer. The authors of Alt Assets, Inc. are not attorneys, investment advisers, accountants, tax professionals or financial advisers and any of the content should not be taken as professional advice. They are self-taught accredited investors, sharing information, research, entertainment and lessons learned based solely on their own experience and circumstances. Individual results may vary. The published content is unique, based on certain assumptions and market conditions at the time of publishing, and is intended to serve solely as research, not financial advice. For entertainment purposes only. Not investment advice. Alts I LLC (the “Fund”) is an affiliate of Alt Assets, Inc. and the Fund has conducted a private placement offering under Rule 506(c) of Regulation D of the Securities Act of 1933, as amended. The Fund may invest in one, several, or all of the alternative asset classes that Alt Assets, Inc. publishes content about on its site. Any of the Fund’s investments that have positive designations on the Alt Assets, Inc. site are purely coincidental, as the Fund is actively managed and guided by its own investment parameters, as summarized in the relevant private placement memorandum. Alternative investing involves a high degree of risk, including complete loss of principal and is not suitable for all investors. Past performance does not guarantee future results. The newsletter may contain affiliate links, meaning that Alts.co and its associated entities may receive compensation for referring customers to the noted companies. We recommend seeking the advice of a financial professional before you make any investment in an alternative asset class or any associated entities, and we accept no liability whatsoever for any loss or damage you may incur.