Speaker 1: 0:00

Felix and Winston here and Wall Street's finest, goldman Sachs, probably the smartest investment bank out there. Their clients are investing in not quite one stock, but one theme, and one theme that they're keeping from you, and Winston here is a big believer in sharing that sort of research, and we often share that kind of research. I'm going to do the same thing here today. I'm actually going to give you the full research, doc plus, run you through the stocks and then run you through what's happening here early in the day. So, first of all, you need to understand the following. Let me share my screen with you. There we go. The amount of money that the big data centers are spending and are going to spend on, basically, data centers is out of this world. In 2020, they spent 71 billion together. In 2025, it's going to be 348 billion, and in two years time it'll be almost 500 billion. Now you could, of course, just run out and buy NVIDIA, and there is nothing really wrong with that, not that I'm telling you to do it, but you know what I mean. Chips will do well, but it's not exactly a news story. So what Goldman Sachs is saying instead is something a bit more shovel-like. Remember the gold rush of. Whenever it was California, people who made the most money were not the gold hunters, but the ones selling the shovels. And the same story applies here. Why? Because not only are they going to spend more money on data centers, but the actual chipsets. So the Hopper, for example, right now Blackwell, they're using this amount of energy 80 to 140 kilowatt. Next generation Rubit will be 200 to 300 kilowatt, so that's like at least double, right, 2x, maybe a little bit more than that. And then we go into ruben ultra, which will go to 600 kilowatt, so that's again doubling. And then we go to a thousand plus for the next generation. What does it mean? It just means energy consumption is going to go through the freaking roof and therefore do as good old Bill Gates does travel to a small island with some young people and have fun.

Speaker 1: 2:15

No, invest in you heard it the next AI. What is the next AI? It is essentially the nuclear field, and before you run away because you don't want to buy nuclear stocks, let me run you through a couple of smart plays here. You can also and I've got literally the entire research doc from Goldman Sachs here, and it's unadulterated. I don't know how many pages. Quite a lot of pages. It runs through every single one of these stocks in detail. Download it completely for free FelixFenceorg, slash, nextai, part of our mission to get you guys informed as well as the buggers on Wall Street. I guess I think we deserve the same information, don't you think that? If you think that, by the way, put a one in the chat. So I know that you agree with me on that. So let me run you through their top US picks. There are also European stocks in there. There are Asian stocks in there. There are other stocks in there, but I'm just going to run you through the American ones here. But, especially if you're a European or something, definitely have a look at some of the European plays, because that's worth looking at Now.

Speaker 1: 3:15

The first one is Cameco. Ccj is the ticker. It is the world's largest uranium producer apart from governments, so the largest private one. Massive surge from reactors, enormous growth in compound annual in profits basically 19. If your portfolio does 19 a year, you're going to be really, really well off. Uh, westinghouse has a stake in it. And if we look at the actual chart here, ccj is the ticker. I actually made a little watch list here. You can see it's been on a little uptrend here and, by the way, this is not the first time we're talking about nuclear here, so check out some of the older videos but it's just had what I like to call a second chance moment right, sort of bouncing off the 50-day moving average line here, which is always a bullish event from my perspective.

Speaker 1: 4:06

Now, why is it a bullish event? There are a couple of rules that basically rule the market and everyone's like, oh, this idiot, he's just looking at lines on the chart and making his decisions on the basis of lines on a chart. Well, if you think that, I used to think that, by the way, I used to think all the chart analysts were just a bunch of buffoons. But what you don't realize and what I've come to realize when my mentors taught me, is that these lines together and these lines together tell me where the money is going, and that's what the chart actually is. It isn't a record of price, it is a record of money flows and once you understand that and you look at it that way, yeah, a light bulb moment. So I love teaching that because I think it just changes people's direction so tremendously, individually and as families and so on.

Speaker 1: 4:57

So I'm going to run a live training for you guys on Saturday, and it'll be a training like none I've ever run before. This one's going to be a little bit more hard hitting, so join me if you wish. Felixfriendsorg slash training there's a link down below or don't, and just keep saying, oh, it's all luck, it's all luck, and then just ignore the fact that there are hedge funds out there who are making 50 billion a year, ignore the fact that there are banks out there who are making billions every quarter, and ignore the fact that there are banks out there who are making billions every quarter, and ignore the fact that there are plenty of traders and investors out there retiring every single day because they actually learned something and they didn't just stick their finger in the wind and contract something that I call conviction. So, ccj, nice setup. From where I'm sitting.

Speaker 1: 5:39

What's the next stock on the list? It is GE Venova. I've literally made a video on this stock on the list. It is GE Venova. I've literally made a video on this. They're just small reactors and they're just basically a good play for the whole thing, especially with their Hitachi joint venture here and that stock's running up a little bit, so it's not like super, super early.

Speaker 1: 6:00

And again, you can learn how to get into these things a little earlier. Like, we marked an entry point down here, for example, at 3, 2, 4. That was probably just a little premature, so I think I would have. Yeah, maybe, maybe that would have been the right place to enter. You'd be up 84 percent right now. You'd be sending me christmas cards, right? Uh, the next stock is new scale smr. The ticker really doesn't correspond with a with the name there, right, I find that disconcerting gaps down, which is an interesting one, but it seems to be holding itself above the 50 day moving average line here. But look where our previous entry point was the 13 May. And before you run away and go, felix, you should have told me 13 May. I think I did, but at least I told my students, so you'd still be up 124% from them.

Speaker 1: 6:47

So this isn't about missed opportunities, because we buy stocks more than once. Usually Things that are performing well tend to perform well longer, so we buy them again and again and again. And usually Things that are performing well tend to perform well longer, so we buy them again and again and again. Again, I'm not telling you to buy them. The next one on Goldman's list is MIR and, yeah, also interesting one Gaps down here on last week Friday and it's now recovering and again you can get a good stock at a discount potentially. If you know what's going on here, earnings were pretty decent, so it has another one to check out. And then we have FlowSurf, which also gapped down Friday and is essentially still kind of range bound. So it is sort of in this kind of a zone here, right, right bang in the middle of it. So break out of that zone and good things tend to happen. And that's what we look for in stocks. It's essentially we look for breakouts.

Speaker 1: 7:39

So there is a whole, literally a whole nice long explanation of what these stocks are operators, owners, europe, asia and so on and a real in-depth take on why this is a good sector to be exposed to. Goldman Sachs' words of course, not mine, so do with it as you wish, but there you have some free research. Who's going to download this? Felixrenzorg slash NextAI Write NextAI in the comments down below or in the chat so I can see it and I hope it's going to be useful. That's my wish there for you.

Speaker 1: 8:10

Now, what about this crazy market? Is it all over Is the rally back on. What's going to happen? Well, the first thing to look at for the stock market fundamentally and there is a little bit of fundamentals to the market that is worth looking at is profits. So profits is really all that matters. And profits on Wall Street are not called profits no, that will be common. They call them earnings. Makes them feel smarter. So earnings per share revisions means that expectations well, rather that expectations were beaten by a tremendous amount. Here. We had a really, really, really nice set of earnings. If you go back historically back to 2014, the last what's that? 10 years, how rarely we were in these elevated positions in such good earnings. So earnings were glorious, which should push the market further up. It doesn't have to, but it should.

Speaker 1: 9:07

But there is just a little bit of a fly in the ointment. Wait up, there's a fly in my soup. Why? Because stocks are not cheap. Now, I don't like cheap. In fact, I hate buying things that are cheap, because generally things cheap are cheap for a reason. So I don't mind a pricey market if it's pricey for the right reasons and as long as earnings are growing. There is something here. But it is price over forward earnings. So we're taking that into account. Already. Stocks are still trading at 22 times next year's profits, which is pretty elevated. So there will be a cap at some point and you're going to want to be prepared for that so you don't get rug pulled again and again something I'll teach you if you join me on Saturday.

Speaker 1: 9:55

Now here's the warning for the season. So, generally speaking, go on holiday in August and September. Actually don't, because all the hoi polloi are also on holiday and it's really busy everywhere. So it's a lot of the time a good idea to stay at home and then go on holiday the rest of the year, except if you have small children who are conscripted into school, which case you sort of seem to have no choice. But yes, seasonality says to us that in August we're typically down 0.3%. In August and in September we're typically down 1%. So there is an element of this, and then we tend to have a really nice finish to the end of the year, and a lot of this is simply to do with the fact that there is less liquidity in the summer, because the bankers are literally on holiday. They're on a yacht off Saint-Tropez or somewhere like that and therefore they're not investing their money as much. They've parked it somewhere safer and therefore, if something bad happens, it's very easy to move the market a lot. So a bit of a word of caution there that you might want to do that.

Speaker 1: 11:04

So what am I doing? Very carefully, nibbling and selecting, looking at stocks that are extended and making sure we take the profits there, because when things are really extended they tend to pull back a little bit and it's just part of the pattern. The market moves in a delicious beautiful pattern, right? So learn the delicious beautiful pattern. Join me on Saturday, felixfenceorg slash training.

Speaker 1: 11:25

Now how's the market looking? Well, yesterday was pretty good. Pre-market futures look pretty good. We're above yesterday's high, right. You see that here, that dotted line there from the s&p on. I was going to look at qqq as well. On the qqq, we are similarly possibly gapping up this morning, which is which is pretty good. Now, do note the volume wasn't huge on the green day and on the red days it was much bigger, right, A little bit of a warning sign. Note that the fear index, the VIX the lower the better if you are owning stocks has had a really nice come down to 17, which is much, much better than over 20. It's now below the moving averages lines again, which is important. So that tells us that things are not as bad as some might have feared.

Speaker 1: 12:25

And then, of course, we had some beautiful earnings Palantir, absolutely knocking it out of the park, full video coming up on that one. So if you want to catch it, make sure you're subscribed. Huge, beautiful gap up here this morning. And, yeah, they're growing at like what is 48 or something? Bonkers. Right, felix, they can never grow 30. It's impossible. Nobody can do that. It's just not feasible. It's overvalued, it's overpriced. Uh, yet we started. When did we first buy this somewhere over here? Right, that was the first video ever made, february 28, and, yeah, it came down a bit. Sabrina is making a racket, my kitten. We bought it down here at $28. We wanted to buy it up here at $99. We wanted to buy it up here at $144. And now it's at $169.

Speaker 1: 13:12

And, yes, some people will still scream makes no sense. Well, good luck to you. Others are up 432%. It's really up to you. You can't just sit there and scream. It's manipulated, the market makes no sense and market makers fish for my stops and all that kind of bollocks, which is just an excuse because you don't know how to set stops, and I'll teach you. Seriously, come and join us out of there. But yeah, there are just stocks that are good and there are stocks that follow the rules and move with our momentum, and when they do, we can make a lot of money potentially. So that's all I'm saying on that one.

Speaker 1: 13:52

What about some of the other ones here? Sofi is also looking nice here, but potentially gapping up, still kind of consolidating sideways. Good old Tesla not doing anything at all, which is what I thought it would do. Nvidia looking nice here, gunning for another all-time high close perhaps today, I think it's a possibility. Amd similar story there. It could take off the all-time high again today, unless Trump breaks something in the over losses. Any other stocks that we should be looking at?

Speaker 1: 14:20

Oh yeah, some people are in this thing. I don't buy IPOs. Generally speaking, it's just against my religion. Yeah, it's down yesterday, 26%, the day before it was up 5%. So, yeah, not brilliant, just generally speaking.

Speaker 1: 14:38

What is an IPO for? Well, you can tell by reading the prospectus. There are two types of IPOs. There is the first one, which is the good one, where they want to raise money to grow. So this would be somebody who's building a factory or chips or taking their EFTOLs into scale. They need a couple of hundred million or billion to do that Reasonable. And then there is the second type of IPOs, which is the bad type, which is that the private equity investors wants to sell. If I'm not mistaken, the Figma money two thirds of it went to these private equity buggers, so they priced it sweetly for themselves. That's what they did. They didn't care about anything else, and the company only gets one third of the money that was taken in. So most of this goes into the pockets of the ones who've already.

Speaker 1: 15:44

You were exiting and you gotta ask yourself well, why are they exiting if it's such a brilliant business at this point? Why are they selling? Do they think that the biggest growth is perhaps behind us? That's the way I look at ipos. Maybe that's helpful. But I get. I get the fomo and the, but I must have it. But everybody else has it. My friend has it, my neighbor has it, the guy at the office has it. He has a modern chair. It could change his life. He might get an extra free coffee. So yeah, just don't bother. That will be my advice on IPOs Don't bother, let the thing, settle in, see what happens, and there are so many freaking beautiful opportunities every single day, every single week in the market that we can buy that. We don't need to be in the latest thing. Generally speaking, if it's the latest thing, it's probably something that you don't want to own. So there we have it. I appreciate you watching, I appreciate you tuning in and I wish you a beautiful rest of your day. Take care.