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Transcript

Felix Prehn - THESE STOCKS are a STEAL and Wall Street is Missing Out + Stock Market News 07 July 2025 · Felix Nikolas Prehn's Podcast

• 0:00
  Speaker 1: Felix and, of course, winston here, and today is a rather special day for the market.
• 0:05
  Speaker 1: It is opening a little in the red.
• 0:07
  Speaker 1: Yet the fundamentals, the momentum, is probably the best I have pretty much ever seen and I want to break that down for you so you understand that.
• 0:17
  Speaker 1: So, yes, we're going to talk about the Tesla craziness here quickly.
• 0:21
  Speaker 1: First.
• 0:21
  Speaker 1: We then look upon what everyone's buying and I'll give you the specific stock list, the top ranking of what every retail investor in the world is buying, and then we'll round it off with the key reason to be bullish right now.
• 0:39
  Speaker 1: So I'm giving it away.
• 0:41
  Speaker 1: I'm a bull right now, but I'm a selective bull.
• 0:44
  Speaker 1: I'm not buying everything.
• 0:45
  Speaker 1: I'm not buying the ETF, I'm not buying the index.
• 0:48
  Speaker 1: I'm being very selective about what I'm buying and we'll break that down for you.
• 0:52
  Speaker 1: If you think I could be useful to you, then put a, put a U for useful in the chat, or even a W for Winston, who's snoozing here very, very sweetly on the floor.
• 1:01
  Speaker 1: It is hot over here.
• 1:03
  Speaker 1: You can probably tell that by the speed of golden retriever breathing in the corner.
• 1:08
  Speaker 1: I'm going to share my screen with you, if that is permitted.
• 1:10
  Speaker 1: What are you guys talking about there.
• 1:16
  Speaker 1: You had Felix Mistralis this weekend.
• 1:18
  Speaker 1: I know it was terrible, wasn't it?
• 1:19
  Speaker 1: I don't know how we did it.
• 1:20
  Speaker 1: The market was closed.
• 1:21
  Speaker 1: We were like we didn't know what to do with ourselves.
• 1:23
  Speaker 1: Know how we did it?
• 1:23
  Speaker 1: The market was closed.
• 1:24
  Speaker 1: We were like we didn't know what to do with ourselves.
• 1:25
  Speaker 1: We're just running around.
• 1:26
  Speaker 1: We were looking for things we could trade.
• 1:26
  Speaker 1: You know, we were buying crypto.
• 1:27
  Speaker 1: We were just looking when the futures were going to open.
• 1:29
  Speaker 1: It was, it was.
• 1:30
  Speaker 1: It was a tough weekend.
• 1:31
  Speaker 1: Holiday weekends are very tough for us here.
• 1:33
  Speaker 1: Now elon the musk is apparently going to found set up the america party.
• 1:41
  Speaker 1: Now there were false rumors that he'd already filed.
• 1:46
  Speaker 1: Not filing is false, according to him.
• 1:49
  Speaker 1: Here's the actual tweet.
• 1:51
  Speaker 1: It's still called tweets, right?
• 1:52
  Speaker 1: Isn't that weird?
• 1:52
  Speaker 1: It's X and everyone still calls it tweets, but that doesn't mean he doesn't intend to, and obviously that's going to piss off a lot of people I mean in power, right Like Democrats, republicans, anybody in between, pretty much so people not happy about that, and I thought this was kind of interesting.
• 2:11
  Speaker 1: You might want to take a screenshot of this one Probably the most useful thing that Bloomberg's produced in the last I don't know 200 years and it shows you in red where Elon and Trump fell out.
• 2:24
  Speaker 1: And then here we started banging on about EV tax credits and tax bills and so on, and when they were in love and it was all happy and sweet, we had that beautiful rally.
• 2:34
  Speaker 1: So it is very much impacting the stock.
• 2:38
  Speaker 1: I also read some analyst reports this morning.
• 2:39
  Speaker 1: Basically every analyst on Wall Street is saying elon and politics is bad for tesla.
• 2:45
  Speaker 1: Whether it is or not we'll find out, but the sentiment is that, and for that reason alone, tesla is down 6.4 percent here pre-market.
• 2:52
  Speaker 1: You can see it on the chart.
• 2:55
  Speaker 1: We're basically back to the first of july low.
• 2:58
  Speaker 1: So not good, not good at all.
• 3:02
  Speaker 1: Um, I do not own any Tesla shares or Tesla options or anything like that, because I don't really like that sort of roller coaster.
• 3:10
  Speaker 1: Still amazing business and all that, but I just don't like the roller coaster.
• 3:13
  Speaker 1: So I just wanted to be clear on that with you.
• 3:16
  Speaker 1: We can also have a look when the market opens live whether the institutions are acting on this.
• 3:20
  Speaker 1: So you can look in trades here and you've got to select today's date.
• 3:26
  Speaker 1: There'll be nothing there so far, but when it opens up we will be able to see any big institutional trades coming in live, if of course there are any, we'll find that out.
• 3:36
  Speaker 1: So that's going to be useful and that's basically in Trade Vision.
• 3:39
  Speaker 1: If you guys don't know what that software is, I'm using it.
• 3:41
  Speaker 1: Here it is.
• 3:41
  Speaker 1: There's a free trial to it.
• 3:42
  Speaker 1: Just scan that barcode down there and you'll get access to that.
• 3:46
  Speaker 1: But actually I don't want to talk about Tesla all that much.
• 3:52
  Speaker 1: Bob, welcome my friend.
• 3:54
  Speaker 1: Nice to see you here.
• 3:56
  Speaker 1: Elon Musk smells like losing money a little bit at the moment.
• 3:59
  Speaker 1: Yes, a little bit at the moment.
• 4:05
  Speaker 1: John booked your call for today.
• 4:06
  Speaker 1: Good man, good man.
• 4:07
  Speaker 1: Ask us all the difficult questions.
• 4:09
  Speaker 1: All right, this is why we're actually going up.
• 4:12
  Speaker 1: It is not because the wise of Wall Street are deciding to buy everything.
• 4:17
  Speaker 1: They actually were very bearish at the beginning of the year.
• 4:19
  Speaker 1: You might remember that.
• 4:20
  Speaker 1: But retail that's you, that's me, that's Winston.
• 4:25
  Speaker 1: He's a big stock buyer, that guy down there.
• 4:27
  Speaker 1: His risk profile is a little bit above mine, but he's a big buyer of stocks.
• 4:33
  Speaker 1: The first half of this year saw the biggest retail purchase of stocks we've ever seen, of stocks we've ever seen.
• 4:43
  Speaker 1: Ever seen so single stocks, particularly 95 billion ETFs, 53 billion stock ETFs and then all ETFs.
• 4:52
  Speaker 1: I guess that's probably mostly crypto.
• 4:54
  Speaker 1: I would imagine that's probably most, maybe a bit of options ETFs.
• 4:57
  Speaker 1: So that's what's driving the market up.
• 4:59
  Speaker 1: It's literally you buying what you're buying.
• 5:06
  Speaker 1: Right, it feels staged.
• 5:10
  Speaker 1: It might be it could be that Elon and Trump are having a laugh.
• 5:14
  Speaker 1: I don't know.
• 5:14
  Speaker 1: Maybe who knows, but either way, we'll just take it for what it is.
• 5:18
  Speaker 1: Now, this is important, I think.
• 5:20
  Speaker 1: And again, take a screenshot Single-stock leveraged ETFs.
• 5:24
  Speaker 1: So these are loons who think I'm not going to buy Tesla.
• 5:27
  Speaker 1: I'm going to buy Tesla times three.
• 5:29
  Speaker 1: It'll go up three times and it'll go down three times.
• 5:33
  Speaker 1: Oh dear, yeah, sorry about that.
• 5:35
  Speaker 1: Anyway, they're seeing the most money inflow ever by a big margin.
• 5:40
  Speaker 1: Look, this is 2023.
• 5:41
  Speaker 1: Remember, people said 2022, 2023 was mad.
• 5:44
  Speaker 1: We are now officially mad.
• 5:48
  Speaker 1: So that's driving the stock prices up.
• 5:53
  Speaker 1: And then and I think this is a really interesting little chart here so again, take a screenshot if you see some value in this how do you buy stocks in Trade Vision, pete, you know it's an informational portal so you can track your portfolio, you get good data, you can see what's going on, you can set alerts and all that kind of good stuff.
• 6:13
  Speaker 1: Now, alerts I'm actually super excited about.
• 6:15
  Speaker 1: So you could say okay, tesla, I want to know if it drops below this point down here.
• 6:19
  Speaker 1: So there's a little alert up there and you can create a new alert when it moves.
• 6:23
  Speaker 1: You know below whatever the price point is, and then you'll start to get those updates.
• 6:29
  Speaker 1: I'm going to be adding those in a couple of days also to the app, so it's going to be super cool.
• 6:33
  Speaker 1: So you will know when.
• 6:34
  Speaker 1: Oh, I wanted to look at this if it broke out above a certain level, or I want to know if it dripped up or something like that.
• 6:40
  Speaker 1: I think that'd be very, very useful.
• 6:41
  Speaker 1: So check it out at Trade Vision down below.
• 6:43
  Speaker 1: Now, these are the biggest holdings of retail stock portfolios and it's self-directed, as in, you're in control.
• 6:55
  Speaker 1: Not some slimy I was going to say slimy financial advisor.
• 7:01
  Speaker 1: Obviously I didn't mean that not some, uh, well educated financial advisor who manages your risk perfectly and has got your best interest at heart.
• 7:09
  Speaker 1: Yeah, I really mean that.
• 7:12
  Speaker 1: Obviously it's important to talk to your financial advisors Very important.
• 7:16
  Speaker 1: They only care about your fees, sorry, about your financial well-being in the long run.
• 7:23
  Speaker 1: You get the idea.
• 7:24
  Speaker 1: So, nvidia biggest position here.
• 7:26
  Speaker 1: That's done quite nicely for people I worried a little bit about the Apple crowd, because that's not done very nicely 18% down.
• 7:32
  Speaker 1: Then it's SP Spy not surprising.
• 7:34
  Speaker 1: Then it's Tesla Ouch, right, minus 21% so far this year.
• 7:39
  Speaker 1: Then it's QQQ, and then it's Meta, amazon, netflix, the Loons with TQQQ, please don't AMD, that'll do quite well, I think.
• 7:47
  Speaker 1: Palantir, microsoft, google, at&t that has been on our shopping list jp, morgan as well, uh, and then kavanaugh for some reason.
• 7:56
  Speaker 1: So it gives you a little bit of an idea what people are actually in in and what's been making them money, right.
• 8:01
  Speaker 1: But I think this is the real, the real kicker.
• 8:04
  Speaker 1: These are the smaller caps.
• 8:08
  Speaker 1: Well, not like that small, but, um, retail, what retail is trading?
• 8:13
  Speaker 1: So people are getting into on these and I think these might be worth exploring.
• 8:18
  Speaker 1: I've definitely seen quite a few of these on our buy list too.
• 8:21
  Speaker 1: Um, including some of the nuttier ones like uh, here is in our community.
• 8:25
  Speaker 1: You get my um, my sunday shopping list of stocks.
• 8:29
  Speaker 1: If you got that, put a, put a sunday in there, because we are Sunday traders, aren't we?
• 8:34
  Speaker 1: Plug made it onto the list, didn't it?
• 8:35
  Speaker 1: Which surprised me probably more than you and a few of the other names on this list here.
• 8:39
  Speaker 1: Ford and BlackBerry were on there, I think, certainly last week, if I remember correctly.
• 8:43
  Speaker 1: So these might be worth exploring because these mostly have some pretty decent momentum.
• 8:52
  Speaker 1: So I'm not telling you to buy them, I'm telling you to look deeper within your hearts and research there.
• 8:59
  Speaker 1: Scott, you got it.
• 8:59
  Speaker 1: Brilliant Mr Moose, you got it.
• 9:01
  Speaker 1: And Brent, you got it, and Andreas and Jason and Ross and Jeff and Lawrence and Grant and Jim Brilliant guys, it's good that we're setting that up Sunday mornings now.
• 9:11
  Speaker 1: Right, it gives you a whole day to do it.
• 9:17
  Speaker 1: I Brilliant guys, it's good that we're setting that up Sunday mornings now.
• 9:22
  Speaker 1: Right, it gives you a whole day to do it.
• 9:24
  Speaker 1: I used to do it a little bit later in the day.
• 9:28
  Speaker 1: I think it's very, very useful for loads of you, cheryl, for you guys to check your understanding of the system and the rules against what I'm doing.
• 9:36
  Speaker 1: It's an act of transparency and, hopefully, education.
• 9:39
  Speaker 1: That's at least the intention there.
• 9:40
  Speaker 1: So if you guys want to start with the education, that's where you get the free education.
• 9:47
  Speaker 1: It's a 15-minute video.
• 9:48
  Speaker 1: It'll literally tell you how we select the stocks that are likely to do very, very well for us.
• 9:54
  Speaker 1: Felix, friends at all, slash, get free.
• 9:56
  Speaker 1: I'll put a link in the chat for you as well, for anybody who you know can't write new format is easier to convert to Excel as well.
• 10:05
  Speaker 1: Brilliant you can.
• 10:06
  Speaker 1: You can make a copy of it.
• 10:07
  Speaker 1: It's a Google spreadsheet.
• 10:08
  Speaker 1: You can make a click on file, make a copy for this.
• 10:11
  Speaker 1: It's a Google spreadsheet.
• 10:11
  Speaker 1: You can make a click on file, make a copy, and then you have your own and you can edit it.
• 10:14
  Speaker 1: And I'm also including now how big the stocks are and where they're based right, which I think can be quite useful as well.
• 10:18
  Speaker 1: You like BBAI?
• 10:19
  Speaker 1: I appreciate getting it early on Sunday now.
• 10:22
  Speaker 1: Thanks, brent, I'm glad that is useful.
• 10:27
  Speaker 1: How do you get your Sunday shopping list?
• 10:28
  Speaker 1: I only send them to my mentees for the simple reason I don't want to create some sort of copy trading community here, because then you guys will just hope to get lucky and you won't understand what the heck you're doing, and that means that you will very likely lose money because you don't know why you're in it, you don't know when you should be exiting it.
• 10:46
  Speaker 1: You have got bugger all risk management.
• 10:47
  Speaker 1: You're just hoping that you know Winston picked some good stocks, which is which is likely, obviously.
• 10:51
  Speaker 1: I mean very smart gold in the tree and all that.
• 10:54
  Speaker 1: But, uh, I'd much, much rather not create addicts, but create people who know how to fish.
• 10:59
  Speaker 1: So I don't want to give you guys fish, because they go off after about three days.
• 11:04
  Speaker 1: Try it to get pretty smelly.
• 11:05
  Speaker 1: So I give you a huge amount of stuff for free, obviously here including a lot of education, because I think deserve it.
• 11:12
  Speaker 1: But if you want to take your money a bit more seriously, we basically offer mentoring, so one-on-one mentoring with investment bankers and hedge fund managers and so on, and as part of that, you also get to see what I do every week, every Sunday.
• 11:25
  Speaker 1: So I call it Sunday trading, because I didn't do anything Monday to Friday, which is one of the reasons I've got so much time on my hands, which is brilliant.
• 11:32
  Speaker 1: You've done it as an Excel.
• 11:36
  Speaker 1: Well, you're very welcome to do that.
• 11:37
  Speaker 1: I mean, microsoft will be happy.
• 11:38
  Speaker 1: Got my fishing rod brilliant, I'd become one of our mentees.
• 11:46
  Speaker 1: Uh, start learning what we do.
• 11:49
  Speaker 1: That.
• 11:49
  Speaker 1: Felixfrenzorg get free.
• 11:51
  Speaker 1: And in the end of that, there is an option to to contact us if you wish.
• 11:55
  Speaker 1: Don't have to, but you can.
• 11:56
  Speaker 1: Um felixfrenzorg get free.
• 11:58
  Speaker 1: Is that there?
• 11:58
  Speaker 1: I'll pin the link to the to the top of the live chat as well, as you can click on that.
• 12:03
  Speaker 1: Um, is that useful?
• 12:04
  Speaker 1: Does that give you some ideas?
• 12:05
  Speaker 1: Perhaps?
• 12:05
  Speaker 1: In case you were wondering what to buy, people always say, oh, what stocks should I buy?
• 12:08
  Speaker 1: And I'm always like I have far, far more things that I could buy or that I want to buy than I could buy, because, no matter how much cashflow you've got, your funds are somewhat limited and I don't want to buy like 60 stocks on a Sunday or on a Monday.
• 12:22
  Speaker 1: So my struggle is to like I've got too many choices.
• 12:27
  Speaker 1: That's seriously the problem.
• 12:28
  Speaker 1: There's so many good opportunities in the market every single week if you know how to look, and you know where to look and it's so simple.
• 12:36
  Speaker 1: I mean, the system is extraordinarily, surprisingly simple the money-making system of Wall Street, and if you'd met some of the people who work on Wall Street, you wouldn't be all that surprised, quite frank.
• 12:46
  Speaker 1: So I was going to name somebody there.
• 12:50
  Speaker 1: I shall not Now.
• 12:52
  Speaker 1: Another reason we are bullish is we're already in the year where we have the biggest buybacks ever.
• 13:00
  Speaker 1: It's already a done deal over a trillion dollars in buybacks, so we're getting $1 trillion in buybacks.
• 13:09
  Speaker 1: Buybacks are companies buying their own shares biggest buyer of stocks in the market.
• 13:13
  Speaker 1: Now, we're going to get a lot more than that.
• 13:16
  Speaker 1: We don't know the exact number, but this is because of the tax refunds I will call them which is part of the big beautiful bill.
• 13:27
  Speaker 1: Basically, if you invest in America, you're going to get a tax refund, essentially, and your big investors in America, which are people like Amazon and Meta and Microsoft and Tesla and Oracle, and you know oracle and you know there are plenty others mostly the hyperscalers, are spending the most, and then also the, the chip companies, right, I don't know tsmc and you know all those kind of guys loads of these who are all spending billions and billions and billions of dollars building ai factories, so, like a lot of better.
• 14:05
  Speaker 1: They're all going to get this beautiful tax refund, which is entirely debt funded.
• 14:11
  Speaker 1: Yay, and then what are they going to do with that money?
• 14:13
  Speaker 1: What are they going to do with all that money?
• 14:14
  Speaker 1: Well, they don't know what to do with the money.
• 14:15
  Speaker 1: So they're going to take all that money, all that extra dosh, and they're going to send it to whom?
• 14:21
  Speaker 1: To shareholders.
• 14:24
  Speaker 1: That's why it's a beautiful time to be a shareholder.
• 14:27
  Speaker 1: It's a beautiful time to be alive.
• 14:30
  Speaker 1: Now there is a little bit of a fly in the ointment and some of the Republicans here will be offended by that, but the truth is that for the moment, it is debt funded money that will go to these companies and that debt will then flow to us shareholders.
• 14:45
  Speaker 1: Now I pay a relatively modest six-figure sum in US tax.
• 14:53
  Speaker 1: So I'm perfectly happy, selfishly I'm perfectly happy, and hopefully you guys will figure out how to grow the economy at 5% a year and run some inflation, which will reduce the debt burden.
• 15:05
  Speaker 1: But what's that going to do?
• 15:07
  Speaker 1: It's going to grow more money for shareholders.
• 15:11
  Speaker 1: So if you want to be a winner, if you want to be financially free, you better have lots and lots and lots and lots of shares.
• 15:21
  Speaker 1: Does that make?
• 15:22
  Speaker 1: Does that make some sense to you?
• 15:24
  Speaker 1: If that makes some sense, do you put a one in the chat, my friends?