Speaker 1: 0:00

Felix and Winston here. There he is, and welcome to this pre-market live. On another mad day in the markets. The US consumer just shocked Wall Street. I'll explain everything. Wall Street's also expecting big buying. I want you to understand exactly how much and when, and also understand the real reason to be bullish, plus the one event that will decide the fate of the stock market, plus the rally that almost everybody out there is actually missing. We're then also going to review your favorite stocks. We're going to do a monster Q&A. If that sounds like something that might be useful to you, put well, maybe just useful in the chat.

Speaker 1: 0:41

While I'm trying to find my notes, I have them somewhere, promise, and I'll share my screen with you as well. There we go, Saint Winston, here we go. Us consumer just shocked Wall Street. Wall Street expecting big buys and the real reason to be bullish the one event that's going to decide everything. That would have been a good title for today, right? Plus the rally. Everyone's missing, missing. I'll give you a stock there as well. Uh, we do have, of course, winston in the house who's uh, you know very competently done all the research here, loving all the useful guys there.

Speaker 1: 1:13

I'm glad this is landing for you. That's always my intention to kick you off at the beginning of the day with the best information and the best rules and systems and structures out there. Speaking of rules and systems, if you think that news is important, news is only really important once you understand the rules and the patterns of the market, and everybody on Wall Street literally everybody will agree with me on this that the market moves in certain distinct patterns. And if you understand those Bob's your uncle, as I said making money gets a heck of a lot easier. If you want to learn Wall Street's secret rule so they've been trading on for like the last 50 years literally then go to fredericksbrownsorg slash, get free. There's a link down below in the chat as well. There is a link even here in the live chat. I'm going to pin it to the channel as well to get more of you guys to real freedom. And anybody who's watched that little mini masterclass, which is just 15 minutes long, just write, put an M in the chat if you've watched it, Maybe add a word or two where that gave you some value and it'll encourage thousands of others to also get to a place where the market is no longer a mystery, as Winston is dreaming of. What are you dreaming of, Winston? A GameStop rally or something? Quantum Stop rally, An NVIDIA rally? Perhaps Winston would you care to share? No, no, no. He says no insider trading today.

Speaker 1: 2:40

All right, so a bunch of good, good news items that we got out here today. The consumer confidence in the US of A lots of M's there. Loving economy is still here. The world's still rotating. Politicians are still politicians. Elon seems a little despondent with the whole politics game. He says he's pulling back.

Speaker 1: 3:15

Nicholas says I learned to trade with far more confidence from watching the mini masterclass down below. M is very valuable. I'm loving that, guys. So if you just joined, all the Ms are people who've watched the masterclass down below which you can access at felixfrenzorg. Get free many times some of you, and I love that Honestly. The more often you watch it, the more value you're going to get out of it. It's completely free of charge. It's still there. Now.

Speaker 1: 3:40

This here comes from Morgan Stanley. Yeah, I have a good memory at last. So the Morgan and the Stanley Sounds like a stand-up act, doesn't it? Morgan Stanley, one of the biggest investment banks out there, they say. Our research indicates 15 billion of fresh demand coming to the stock market daily. I love fresh demand. It's like fresh money Smells good. 5 billion from you, that's retail investors, 5 billion from CTAs, that's basically computers, PCs, and then 5 billion from corporates. That is what One, two, three. Who knows? Yes, it is indeed buybacks. Congratulations to anybody who got that so quickly.

Speaker 1: 4:23

It's a quiz show this morning, isn't it Winston? We're feeling pretty happy today, aren't we Winston? Yes, very, very happy. So he's saying, or Morgan Stanley is saying, rather, every dip is being bought. Pretty cool, right, that's fairly bullish, isn't it? I've newfound discipline, says Scott. You're doing very well, my friend. I always appreciate you showing up disciplined, studying in a disciplined way.

Speaker 1: 4:48

And here is, of course, our advert segment. It is for juice. Now, there are no adverts on this channel. Well, I hope they're not. Sometimes YouTube slides them in without me doing anything about it. But yes, I drink, before the market opens, a bit of Gak juice, which is about 100 bucks a bottle. Apparently it shrinks your balls, or something like that. No, apparently it's very, very healthy. It's got lipocarotenes in it, which apparently is a very good thing. So, to get back to the market, so we don't get too sidetracked although I get a lot of comments about GAC juice.

Speaker 1: 5:19

Watch the masterclass. If you haven't already, go and do it right now. It'll be far more important what I'm about to tell you, as exciting as it might sound what I'm about to tell you, here's more good news. Guess what? Those Muppets at the Fed remember? The guys who printed, like casually, sort of $4 trillion of money? Yeah, those guys. Well, they just can't lay off the source. They're at it again. They are printing money again and apparently I'm not allowed to draw a line here. Microsoft says no, what are we seeing? Money printing continues. We're almost back to all-time highs. Some people are saying we're even exceeding all-time highs if you just do some seasonal adjustment here.

Speaker 1: 5:59

Get a hydrogen water infusion bottle. Yeah, some people were telling me about that, but are they all? Are they? What's the advantage, Mark, I forgot, Tell me. Tell me. So GAC juice? No, GAC G-A-C, Some sort of Vietnamese or Filipino fruit. I get mine from the Philippines.

Speaker 1: 6:21

So why is this good news? Because what does money do? Money seeks. What A return? So money flows into the stock market. It flows, of course, also into bonds, it flows into real estate and pretty much any other asset class out there. But it's definitely good for the market overall.

Speaker 1: 6:38

If there's more money around, who is it bad for? Who? Is money printing really bad for? People? People with no assets or few assets, so the wage-earning class who lives paycheck to paycheck. They get poorer and poorer because if there's more money out there, what does it do? It causes inflation.

Speaker 1: 7:04

And don't believe the government inflation numbers. They're complete nonsense. The inflation numbers I look at is the stock market. So last year the stock market went up 25%. There is 25% asset inflation, right. So everything got 25% more expensive. Nice hotels, first-class flights, nice property you know all that kind of stuff got 25% more expensive. And that's the real inflation that's keeping you poor if you're not invested, right? What a bunch of nutters. Absolutely Gag me with a spoon. Cash holders yeah, cash holders are. They get poorer and poorer and poorer the poor, poor folks. So learn how to actually invest. My friends. Felixrensselaercom, get free Now.

Speaker 1: 7:48

This here is the bigly one today the green giant NVIDIA. Nvidia is reporting earnings today and will literally move the market If they come in above expectations. Goldman Sachs warned yesterday expectations are too high, but I think they might be wrong Now. Am I invested in Nvidia? Nope. Have I got a trade open in Nvidia? Nope, Will I Nope, why not? It's a gamble, it's 50-50. I can do lots of things where I have much, much, much greater odds than a coin toss and therefore I'm not going to cost a coin. The only thing I'm going to throw around is a tennis ball for this guy here, which is what we just did in the park.

Speaker 1: 8:25

So what's the dealio with NVIDIA? Well, according to the FT, dealio with nvidia. Well, according to the ft, that communist publication from london, um, they're saying that nvidia suppliers have resolved rack level issues. Sounds saucy, doesn't it, um? And it clears the way for broader blackwell server chipments and production had been delayed by cooling software interconnect bugs, but vendors like foxconn and dell say ramp up is now underway. So that's positive right, at least for outlook. Maybe not for the data we're going to get, but at least for the for the outlook that's. That's going to be good.

Speaker 1: 9:05

Hydrogen water I did I. I actually have an ozone machine. I was ozonating my water for a while and that's actually quite good for you. But it's hard to transport because it goes up in the air. Now, this here is Cheers.

Speaker 1: 9:27

This here is, I think, also from Morgan Stanley, if I'm correct. I believe this is from Morgan and his buddy Stanley. They're saying every hyperscaler what's a hyperscaler? It's your Microsoft, it's your Amazon, it's your Google, all the cloud guys. Right? Every hyperscaler has reported unanticipated strong token growth. Token is what you basically the measure of how much compute power you're using. But our conviction is not by driven by that. It's driven by the fact that literally everyone we talk to in this space is telling us that they've been surprised by inference demand.

Speaker 1: 10:03

And there is a scramble to add gpus egg scramble. You know, the best scrambled eggs I ever have are on the plane, and if I fly Cathay Pacific first class, which is an amazing airline, they scramble you fresh eggs for breakfast when you're up in the air. Isn't that amazing To me, that's honestly worth all the learning and all the trading. That's the moment where I go. All the work was worth it, because I'm getting scrambled fresh eggs for breakfast. So this is also good news, right, Because there is a ton of demand and they can supply. So we kind of got both sides covered here. So what could possibly go wrong with NVIDIA? Well, we look at all the stocks in just a moment.

Speaker 1: 10:47

Do you need sunscreen if you drink ozone water? Well, I think well, I always need sunscreen. Have you seen me? I'm basically translucent. There are filters on here that make me appear less translucent, but I'm about as white as they get sort of vampire color To. Novice little people were always like you look like a vampire. I also have fangs. I don't have the second teeth the second teeth you have I don't have those, it's just have fangs. I don't have the second teeth the second teeth you have. I don't have those, it's just like fangs. So yes, vampires apparently run in the family.