Latest / Felix Nikolas Prehn's Podcast / Felix Prehn - The ONLY Stock to Buy on the Pullback + Stock Market News 22 August 2025

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Felix Prehn - The ONLY Stock to Buy on the Pullback + Stock Market News 22 August 2025 · Felix Nikolas Prehn's Podcast

• 0:00
  Speaker 1: While everyone's chasing NVIDIA or just running around in a tailspin because the S&P is down 1.8%, panic there is a $2 billion company that's quietly becoming the only American supplier of the materials that actually power AI data centers and, yes, there will be AI data centers for decades to come.
• 0:20
  Speaker 1: And this stock just broke out to new highs and 99% of retail investors have never heard of it.
• 0:27
  Speaker 1: So what I'm about to show you could be the biggest wealth transfer opportunity of the AI revolution, especially on the pullbacks.
• 0:35
  Speaker 1: And now Winston, of course, is the one who's sniffed out this stock.
• 0:38
  Speaker 1: He sniffs out all of our good stocks.
• 0:39
  Speaker 1: So what's the setup?
• 0:42
  Speaker 1: Well, let me tell you why this changes everything.
• 0:44
  Speaker 1: Ai is about to cause the biggest energy crisis in human history.
• 0:48
  Speaker 1: Data centers will consume 160% more power just to keep chat GPT running.
• 0:56
  Speaker 1: And that's from Goldman Sachs.
• 0:57
  Speaker 1: I'll share my screen with you so you see most of the sources we're looking at here, literally straight from the hands of Goldman Sachs.
• 1:05
  Speaker 1: It's a freaking problem, and solar and wind just can't handle it.
• 1:09
  Speaker 1: Ai needs 24-7 baseload power, not just when the wind blows or the sun shines, and there is only one solution that works Nuclear.
• 1:18
  Speaker 1: Yeah, love it or loathe it.
• 1:20
  Speaker 1: It's the only answer, and that means we need what?
• 1:23
  Speaker 1: Uranium, lots of it, exactly, and the big money is already moving.
• 1:29
  Speaker 1: Now to learn more about how the big money rotates from sector to sector and how you can use that to spot big opportunities early and also protect your portfolio at the same time.
• 1:41
  Speaker 1: I'm going to do even better than this video for you.
• 1:43
  Speaker 1: I'm going to give you a full 90-minute live training on Saturday.
• 1:47
  Speaker 1: 2,000 people already signed up and we still have 1,000 free seats remaining, so get yours at where FelixFriendsorg slash training.
• 1:56
  Speaker 1: It's also the first link down below in the description.
• 1:59
  Speaker 1: Maybe you still have some doubts on this.
• 2:01
  Speaker 1: Well, microsoft just committed $1.6 billion to restart the Three Mile Island nuclear power station exclusively for AI data centers.
• 2:10
  Speaker 1: Yeah, that thing used to power cities, now just a couple of data centers.
• 2:13
  Speaker 1: Google signed a 500 megawatt nuclear deal First corporate nuclear agreement in history.
• 2:20
  Speaker 1: Yep, we've got Amazon.
• 2:23
  Speaker 1: They're targeting five gigawatts.
• 2:25
  Speaker 1: That's enough to power four million homes to run their own data centers.
• 2:30
  Speaker 1: And enriched uranium prices just hit $190 per unit, which is the highest time ever.
• 2:36
  Speaker 1: I've got a chart on here of just good old uranium.
• 2:40
  Speaker 1: Obviously, enriched uranium is more expensive, but it's the fuel that powers these reactors and it's been going parabolic for quite some time.
• 2:49
  Speaker 1: So we have the perfect play here, and I don't mean to hold you hostage, I just think it's important you understand what this is.
• 2:54
  Speaker 1: The ticker symbol is U, u, u and U Four U's.
• 2:58
  Speaker 1: It's the only fully licensed uranium reactor manufacture, if that's the word in America, and there is a bonus which makes me even more bullish on this, which is timely.
• 3:09
  Speaker 1: So stick around.
• 3:11
  Speaker 1: While competitors are stuck in permitting hell, for uranium UUU is producing.
• 3:17
  Speaker 1: They just increased production guidance by 59%.
• 3:20
  Speaker 1: That means they make 350,000 pounds of uranium this year.
• 3:25
  Speaker 1: Scary, I know.
• 3:26
  Speaker 1: And they've got this.
• 3:27
  Speaker 1: Mine called Pinion Plain Mine.
• 3:29
  Speaker 1: It's producing some of the highest grade uranium in North America.
• 3:32
  Speaker 1: But, as I said, there is a bonus.
• 3:34
  Speaker 1: The secret weapon rare earth domination.
• 3:38
  Speaker 1: You, you, you.
• 3:39
  Speaker 1: You just became the first American company to produce heavy rare earth oxides, and that breaks China's 30-year monopoly on that.
• 3:48
  Speaker 1: This is 99.9% purity dysprosium oxide.
• 3:54
  Speaker 1: And where does dysprosium oxide go?
• 3:58
  Speaker 1: Well, I don't know where it comes from, but I know where it goes.
• 4:02
  Speaker 1: This rare earth.
• 4:03
  Speaker 1: I'm going to call it RE.
• 4:04
  Speaker 1: This goes into every wind turbine that the wind turbine lovers like.
• 4:11
  Speaker 1: It goes into every electric vehicle motor.
• 4:14
  Speaker 1: In fact, it goes into every electric motor and if you look around your home, you will notice lots of electric motors.
• 4:23
  Speaker 1: If you look at a plane, if you look at a fighter jet, you look at a submarine, you look at a ship, it's all full of electric motors.
• 4:31
  Speaker 1: You can't make them without the stuff, and their project could supply 250% of America's samarium demand, which is another rare earth, plus 23% of terbium.
• 4:48
  Speaker 1: You're going to hear a lot about these terms, by the way.
• 4:50
  Speaker 1: You might as well write them down.
• 5:00
  Speaker 1: And then 34% of dysprosium US needs pretty significant for just one player and Uncle Sam.
• 5:03
  Speaker 1: Well, they're writing them checks.
• 5:04
  Speaker 1: We've got a $1.9 million in direct contracts 1.9.
• 5:10
  Speaker 1: Can't really read that, can you?
• 5:12
  Speaker 1: Let me find a brighter pen, because it's a national security issue.
• 5:17
  Speaker 1: But it gets better than that.
• 5:19
  Speaker 1: They have a balance sheet like a fortress.
• 5:23
  Speaker 1: They're sitting on $253 million in working capital, which is pretty good.
• 5:32
  Speaker 1: How much debt do you think these guys have?
• 5:33
  Speaker 1: Must be a lot, right.
• 5:34
  Speaker 1: They're digging bigger holes Zero debt, none, nada, null, nichts.
• 5:39
  Speaker 1: And it means they're very, very well set up.
• 5:43
  Speaker 1: They can also acquire competitors.
• 5:45
  Speaker 1: They've already done that.
• 5:46
  Speaker 1: They bought a company called Base Resources.
• 5:50
  Speaker 1: This page is going to get nice and messy, isn't it Base Resources for 178 million?
• 5:55
  Speaker 1: Why For rare earths?
• 5:58
  Speaker 1: So then there is, of course, the actual stock chart, and don't just run out blindly and buy something because you hear about it on social media.
• 6:05
  Speaker 1: That would be a daft thing to do.
• 6:06
  Speaker 1: But the stock exploded yesterday by 10.2% in one day, and that's quite important because we had a little dip here, right, similar dip to the one we had earlier in August.
• 6:23
  Speaker 1: But overall, what we've done is we've essentially set a support line here and at the top, of course, a resistance line.
• 6:31
  Speaker 1: Now, where do these lines come from?
• 6:33
  Speaker 1: Well, a lot of it's got to do with where money is flowing, and in trade vision here you can toggle on at the bottom right, something called support.
• 6:41
  Speaker 1: I know you can't see that on my screen right now, but there is a little indicator called support that tells you where institutions likely buy and sell.
• 6:49
  Speaker 1: So the support sits at 850 and the resistance sits at 10.
• 6:54
  Speaker 1: And that fits almost perfectly with where we are bottoming out and where we are topping out.
• 7:00
  Speaker 1: So what's the setup then?
• 7:02
  Speaker 1: Well, buying it right now, I call it a trader setup.
• 7:05
  Speaker 1: I think it's relatively high risk.
• 7:06
  Speaker 1: You can buy these things on the bounce off on the basis of the story that I just told you.
• 7:16
  Speaker 1: But it would be more prudent to wait to take out at least the closing highs up here, which would be at about 10.30, 10.40, something like that.
• 7:27
  Speaker 1: But it is doing a pretty good job.
• 7:30
  Speaker 1: It is doing a very good job, being consistent even on days when the market isn't looking absolutely wonderful.
• 7:36
  Speaker 1: So it is something I like.
• 7:37
  Speaker 1: So the bottom line it's the only stock that gives you exposure to both the AI nuclear boom and America's rare Earth independence movement.
• 7:45
  Speaker 1: So there is something interesting here.
• 7:47
  Speaker 1: Do I own it yet?
• 7:48
  Speaker 1: No, I did earlier in the year and then we sold it at some point.
• 7:52
  Speaker 1: I can't remember where or exactly why, but it was obviously a nice run up and I guess I probably got stopped out I don't know maybe around about here, maybe even a little earlier, I don't recall.
• 8:01
  Speaker 1: But taking profits is what it's all about.
• 8:03
  Speaker 1: But look at the volume here.
• 8:05
  Speaker 1: Right, you're seeing some really nice volume there on on that day yesterday.
• 8:16
  Speaker 1: So I'm liking the setup.
• 8:16
  Speaker 1: But these are high risk plays, so very, very, very, very small positions is what I do with them.
• 8:18
  Speaker 1: And then, if they do go up, as they did, you know, 50, 60 percent, that's still meaningful.
• 8:21
  Speaker 1: It's still meaningful gains, and then, if we keep going up, we increase our position slowly and gradually, and by by we, of course, I mean winston and I.
• 8:28
  Speaker 1: Where did win?
• 8:28
  Speaker 1: Where did Winston go?
• 8:30
  Speaker 1: He's left me in the lurch, but there's a cat back there.
• 8:32
  Speaker 1: So if you got some value out of this, imagine how much value you get from actually 90 minutes of unadulterated training.
• 8:39
  Speaker 1: So, make smarter decisions.
• 8:42
  Speaker 1: Don't buy stuff because you hear about it on social media.
• 8:45
  Speaker 1: You need to have a rule book, and tomorrow I'm going to give you Wall Street's trading rule book.
• 8:50
  Speaker 1: All you got to do is join, stick around, show up and listen and learn.
• 8:55
  Speaker 1: Felixrentzorg slash training.
• 8:57
  Speaker 1: The link is down below in the description.
• 8:58
  Speaker 1: You got some value of this video.
• 8:59
  Speaker 1: Well, sign up and then share the video.
• 9:01
  Speaker 1: Take care.