Latest / Felix Nikolas Prehn's Podcast / Felix Prehn - If You Missed Palantir or Nvidia. This is Even Bigger. (Most Aren’t Ready) + Stock Market News 11 May 2026

Transcript

Felix Prehn - If You Missed Palantir or Nvidia. This is Even Bigger. (Most Aren’t Ready) + Stock Market News 11 May 2026 · Felix Nikolas Prehn's Podcast

• 0:00
  SPEAKER_00: What if I told you that one year ago, almost to this day, I sat here, well, not exactly here, but I sat somewhere and I took a look at two tiny quantum computing stocks.
• 0:11
  SPEAKER_00: One was called Reggetti, one of the one is called D-Wave, one of them went up like 600-800%, the other one about 500%.
• 0:20
  SPEAKER_00: And what if I also told you that back in February 2021?
• 0:24
  SPEAKER_00: I'll told you about a little software company called Palantin.
• 0:28
  SPEAKER_00: And from that price, it ran up more than 600% to its all-time high.
• 0:34
  SPEAKER_00: And just last May, I talked to you guys about Seagate.
• 0:39
  SPEAKER_00: Seagate was trading at$95 last month.
• 0:42
  SPEAKER_00: It hit$800 12 months later.
• 0:46
  SPEAKER_00: That's a 745% gain or intel.
• 0:50
  SPEAKER_00: I told well, talked about a bit last August.
• 0:54
  SPEAKER_00: Everybody laughed at me.
• 0:55
  SPEAKER_00: Today it's the comeback story of 2026, and most people think those gains are once in a lifetime.
• 1:02
  SPEAKER_00: And in this video, I will show you that doesn't have to be true for you.
• 1:07
  SPEAKER_00: You've been told a fib, a half-truth, by the financial industry, and I hope you can suffer through the wobbles and the terrible audio as I'm obviously on a flight, but I felt it's important to share this with you.
• 1:20
  SPEAKER_00: So the goal here is to share with you that there are even bigger opportunities right in front of your nose.
• 1:27
  SPEAKER_00: It's just that most people were never taught how to find.
• 1:30
  SPEAKER_00: So in this video, I'm going to walk you through three specific stocks and why most investors will miss these.
• 1:36
  SPEAKER_00: Now, I'm not a registered investment advisor and past performance doesn't guarantee future performance, but to make sure this really lands for you, I'm going to not just make this slightly wobbly video here.
• 1:47
  SPEAKER_00: I'm going to give you a bonus, a full research report covering everything I've had to share with you, plus more, because this will be a little bit less structured because I'm, you know, sitting in an airplane seat.
• 1:58
  SPEAKER_00: So there's a link down below to that.
• 2:00
  SPEAKER_00: It's completely free.
• 2:01
  SPEAKER_00: It's pinned to the comment, downloaded, it's yours, it's free.
• 2:05
  SPEAKER_00: So you get the most information out of this.
• 2:08
  SPEAKER_00: And you should, of course, thank Winston for that.
• 2:11
  SPEAKER_00: And if you're wondering who that is, who Winston's my adopted golden retrievia pub, where is he?
• 2:16
  SPEAKER_00: He isn't flying with us.
• 2:17
  SPEAKER_00: No, he's probably on a hike right now, uh, enjoying the mountains as uh the wobbles here are spilling my tea everywhere.
• 2:25
  SPEAKER_00: So if you bought any of the stocks I just mentioned in Europe, you know, 800%, 1,000%, you're like, woohoo.
• 2:32
  SPEAKER_00: But of course, the problem is a lot of people bought them at the wrong moment, and then they held them for too long, and now they're looking at a great big, ugly, like, you know, minus 70% right now.
• 2:45
  SPEAKER_00: And that's the problem almost every investor encounters again and again.
• 2:51
  SPEAKER_00: Now, if that's happened to you, if you've bought something and then went up and then it crashed and you're maybe still holding it, let me know in the comments down below.
• 3:01
  SPEAKER_00: It's sort of um, my name is Felix, I'm a I'm a buy-in holdler, you know, sort of alcoholic anonymous for stock investors.
• 3:09
  SPEAKER_00: Seriously, though, share the stock name in there, and I think it'll be part of the journey to make sure that never happens to you again.
• 3:16
  SPEAKER_00: And the reason it happened to you is because you've been told that you should buy and hold all your stocks and that they will always go up in the long run.
• 3:26
  SPEAKER_00: Now that is true for one thing and one thing only the index, the SP 500.
• 3:32
  SPEAKER_00: All the money printing will make that go up.
• 3:36
  SPEAKER_00: But individual stocks, no, they don't go up forever.
• 3:40
  SPEAKER_00: Talk to investors of Plug, Paper, Blackberry, Neo, Lucid, because those guys are feeling the pain.
• 3:48
  SPEAKER_00: Real, real, real pain, right?
• 3:50
  SPEAKER_00: Money just disappearing, ten thousand dollars now being worth fifteen hundred dollars.
• 3:56
  SPEAKER_00: So if you're planning on buying stocks and hold them forever, you will likely regret it.
• 4:03
  SPEAKER_00: Just think about this.
• 4:04
  SPEAKER_00: The speed at which technology is changing means today's winners will be replaced by newer technologies.
• 4:13
  SPEAKER_00: Yes, some companies will adapt, but many will be the next uh Blackberry, the next Nokia, the next Xerox, right?
• 4:21
  SPEAKER_00: The horse and cart when Ford started to mass produce the Model T.
• 4:26
  SPEAKER_00: Wall Street has a solution for this.
• 4:29
  SPEAKER_00: It's a very simple solution.
• 4:30
  SPEAKER_00: Wall Street hasn't known this for years, and we're gonna give you that solution.
• 4:36
  SPEAKER_00: We're going to run, for the first time ever, a live seminar on why buy and hold is dead in 2026.
• 4:46
  SPEAKER_00: And what's replaced it.
• 4:48
  SPEAKER_00: It's gonna be live, it's going to be free, it's going to be this coming weekend, it'll be at a time that's down below in the comments in the description, and it'll work for you, whether you're an Americans, it'll work for all of you in the socialist republics of Europe, uh, where I'm heading right now, and of course in the UK.
• 5:07
  SPEAKER_00: And you can all join me because I will actually be in the right time zone for once.
• 5:12
  SPEAKER_00: I'll be in France doing it, so it'll be live from France, and it'll be the first time we've ever done it.
• 5:17
  SPEAKER_00: Probably be the last time ever gonna do it as well.
• 5:19
  SPEAKER_00: But it's such a big deal because nobody understands this, nobody gets it, and everybody loses so much money on silly mistakes that we can avoid, and we can teach this to you in like an hour, maybe two.
• 5:31
  SPEAKER_00: So come and join me.
• 5:32
  SPEAKER_00: Grab yourself a free ticket at buyandgrow.org.
• 5:37
  SPEAKER_00: There'll be no replay.
• 5:38
  SPEAKER_00: Don't ask for it, right?
• 5:39
  SPEAKER_00: Just be on time if you find this important.
• 5:43
  SPEAKER_00: Links down below in the description.
• 5:44
  SPEAKER_00: But let's jump back into this, into the opportunities that are right in front of you.
• 5:50
  SPEAKER_00: Now, if you're wondering who the heck I am, I my name is Felix, and I'm an investor banker, and I think that was the pilot there who was giving me a strange look.
• 6:00
  SPEAKER_00: Um, but I left that world because I didn't really gel with it.
• 6:04
  SPEAKER_00: And I started the GOET Academy, where we've taught over 20,000 students how to invest the way the pros actually do.
• 6:11
  SPEAKER_00: I'm also the co-founder of TradeVision, the platform thousands of you use every day to find opportunities before everybody else does.
• 6:18
  SPEAKER_00: So let me walk you through a couple of winners, not to brag, but to give you some lessons from it, and then we walk you through the three opportunities of right now.
• 6:26
  SPEAKER_00: We've already touched upon the quantum stocks.
• 6:28
  SPEAKER_00: I think Reggetti went up like a thousand, 48% or something from the time I first mentioned it.
• 6:33
  SPEAKER_00: And everyone was calling me crazy.
• 6:35
  SPEAKER_00: They were like, oh no, no, quantum computing is 20 years ago away, it's not proven and all of that.
• 6:40
  SPEAKER_00: But I knew that didn't matter because I could see the money pouring into this, and we therefore, you know, talked about these stocks.
• 6:50
  SPEAKER_00: But the real problem, of course, is that these stocks went up a thousand percent, and then most of them went down 70%, and people bought them at the wrong time, right?
• 6:58
  SPEAKER_00: And we're gonna come back to that problem.
• 7:00
  SPEAKER_00: But if you go even back even further, like 2021, right?
• 7:03
  SPEAKER_00: We look at Palandia, it's an unusual story.
• 7:05
  SPEAKER_00: It's trading around$20 when I first started talking about it.
• 7:08
  SPEAKER_00: Just go in the YouTube channel, go back, and you can find the proof there.
• 7:11
  SPEAKER_00: People were like, oh, it's a consulting company.
• 7:13
  SPEAKER_00: I'm like, no, no, it's the operating system for the US defense and intelligence community.
• 7:16
  SPEAKER_00: And AI is gonna make it explode.
• 7:18
  SPEAKER_00: And we could see the money pouring it, the smart money was already in it.
• 7:21
  SPEAKER_00: And then it went from like 20 odd to like$207, I think, at the very top, right?
• 7:26
  SPEAKER_00: 665% gain.
• 7:29
  SPEAKER_00: Not 666% gain.
• 7:30
  SPEAKER_00: That would be evil.
• 7:31
  SPEAKER_00: And maybe you guys were part of that journey if you bought Palantir at a, you know, put the price down below that you bought it at.
• 7:37
  SPEAKER_00: Um, or a bit more recently, May 10th, 2025, I told you about a really boring company.
• 7:43
  SPEAKER_00: They made hard drives.
• 7:44
  SPEAKER_00: They're called Seagate, and it's trading at like$95.
• 7:48
  SPEAKER_00: Everyone's like, ah, you're an idiot.
• 7:49
  SPEAKER_00: Buy Nvidia, nobody cared about hard drives.
• 7:52
  SPEAKER_00: But what I saw was this AI doesn't just need chips, AI needs somewhere to put all the data.
• 7:58
  SPEAKER_00: Trillions of dollars of training data, video, images, logs.
• 8:01
  SPEAKER_00: It has someone that's gonna make the hard drives, right?
• 8:04
  SPEAKER_00: So today, Seagate, if I'm recording this, is trading around$780.
• 8:09
  SPEAKER_00: Um, so from 95 to all-time highs of about 800, it's over a 700% gain in 12 months.
• 8:17
  SPEAKER_00: Boring, profitable, no one talks about it.
• 8:20
  SPEAKER_00: But there is a system to it.
• 8:21
  SPEAKER_00: Or Intel last summer, right?
• 8:22
  SPEAKER_00: On August, I got a lot of hate for this because everyone's like, this is a loser stock, right?
• 8:26
  SPEAKER_00: It's totally in the gutter.
• 8:28
  SPEAKER_00: And people were literally writing obituaries for it.
• 8:30
  SPEAKER_00: Intel is dead, buy MD, buy NVIDIA.
• 8:33
  SPEAKER_00: Um, but something changed.
• 8:35
  SPEAKER_00: The money started buying Intel, and it's up about 500% since.
• 8:40
  SPEAKER_00: So if you look at these five stocks or so we just talked about quantum, software, hard drives, chips, different sectors, different stories, but actually the same pattern underneath.
• 8:52
  SPEAKER_00: They were out of favor, they were hated, they were mocked, um, but they're real businesses.
• 8:57
  SPEAKER_00: Macro tailwinds, AI, defense, reshoring, all that kind of good stuff.
• 9:02
  SPEAKER_00: But the painful part is this.
• 9:04
  SPEAKER_00: The news always tells you, oh, uh, show your winners, right?
• 9:08
  SPEAKER_00: They always talk about this, the positive stories.
• 9:11
  SPEAKER_00: But you need to understand the wreckage before you're really qualified to see the opportunity in front of you right now.
• 9:17
  SPEAKER_00: And it's because of this that I tell you, and I'll tell you this a few more times, buy and hold is dead in 2026.
• 9:23
  SPEAKER_00: Let me give you five of the most loved, most hyped, most recommended stocks of the last couple of years.
• 9:28
  SPEAKER_00: And look what they did to people who bought and held paper, right?
• 9:33
  SPEAKER_00: Pandemic king, the future of money, peaked at about$310 in 2021.
• 9:38
  SPEAKER_00: It's trading at about 46 right now.
• 9:41
  SPEAKER_00: That's 85% down.
• 9:43
  SPEAKER_00: 10k, it's now only$1,500.
• 9:46
  SPEAKER_00: After five years of holding, the market's gone up like 100% plus.
• 9:50
  SPEAKER_00: Plug.
• 9:51
  SPEAKER_00: Hydrogen, the future of energy, the next Tesla, all that stuff, right?
• 9:55
  SPEAKER_00: Went up to$75.
• 9:58
  SPEAKER_00: It's trading at$3.96 wiped out.
• 10:03
  SPEAKER_00: Or BlackBerry.
• 10:04
  SPEAKER_00: Remember that?
• 10:05
  SPEAKER_00: BlackBerry?
• 10:06
  SPEAKER_00: Well, in me in 2021, it ripped to about$28.
• 10:10
  SPEAKER_00: Today it's trading at$6.
• 10:12
  SPEAKER_00: Again, 77% down.
• 10:14
  SPEAKER_00: That is painful.
• 10:15
  SPEAKER_00: Neo, remember Neo?
• 10:16
  SPEAKER_00: We talked about NEO a lot earlier.
• 10:18
  SPEAKER_00: That was a good learning experience.
• 10:19
  SPEAKER_00: And went all the way to about$67.
• 10:22
  SPEAKER_00: It's trading at$5.90 right now, down 91%.
• 10:26
  SPEAKER_00: Or Lucet.
• 10:26
  SPEAKER_00: Remember the Tesla killer?
• 10:27
  SPEAKER_00: Lucid, Saudi backed, all that, right?
• 10:30
  SPEAKER_00: $57 was the peak.
• 10:32
  SPEAKER_00: Trading at$2 right now.
• 10:34
  SPEAKER_00: You're down 97%.
• 10:36
  SPEAKER_00: 10K is now worth the 10k investment is now worth about 120 bucks.
• 10:45
  SPEAKER_00: $120 from$10,000.
• 10:48
  SPEAKER_00: Crazy.
• 10:49
  SPEAKER_00: So be honest with me.
• 10:50
  SPEAKER_00: Have you held a stock that is down more than 30%?
• 10:55
  SPEAKER_00: I'm not judging you for it.
• 10:56
  SPEAKER_00: Everyone's been there.
• 10:58
  SPEAKER_00: But I want to see and I want to show everybody how common this is because you're not alone.
• 11:03
  SPEAKER_00: You're not unusual.
• 11:04
  SPEAKER_00: It is actually makes you human.
• 11:05
  SPEAKER_00: But just some of these stocks, right?
• 11:07
  SPEAKER_00: PayPal, Block, Blackberry, Neo, Lucid, it declined on average 89%.
• 11:13
  SPEAKER_00: They were all the magazine covers.
• 11:15
  SPEAKER_00: They all had millions of fans on YouTube.
• 11:17
  SPEAKER_00: They were the future.
• 11:19
  SPEAKER_00: So buy and hold doesn't die because companies necessarily die.
• 11:24
  SPEAKER_00: It dies because the story changes.
• 11:26
  SPEAKER_00: And the retail investors don't know how to read the change.
• 11:30
  SPEAKER_00: They marry the stock.
• 11:31
  SPEAKER_00: They defend it on social media.
• 11:33
  SPEAKER_00: They average down and they die a slow death with it.
• 11:37
  SPEAKER_00: While Wall Street, they take profits.
• 11:40
  SPEAKER_00: They rotate out of it.
• 11:41
  SPEAKER_00: They move on.
• 11:42
  SPEAKER_00: And that's what I'm going to teach you if you join us this weekend.
• 11:44
  SPEAKER_00: So go to buyandgrow.org rather than buyand hold till death.org.
• 11:51
  SPEAKER_00: And I'm going to walk you through the whole rotation framework.
• 11:54
  SPEAKER_00: Live, I'll answer your questions in real time.
• 11:56
  SPEAKER_00: It's free.
• 11:57
  SPEAKER_00: Link is in the description.
• 11:58
  SPEAKER_00: Sign up and bring a notebook, right?
• 12:01
  SPEAKER_00: Okay.
• 12:01
  SPEAKER_00: Now, the fun part.
• 12:03
  SPEAKER_00: The three names we're uh we're looking at right now.
• 12:06
  SPEAKER_00: I'll give you the bullcase for each.
• 12:08
  SPEAKER_00: What could go right and why I'm interested.
• 12:10
  SPEAKER_00: Now always, do your own research, do your own decisions, right?
• 12:13
  SPEAKER_00: Don't just buy blindly because I'm sitting somewhere in the sky and talking about it.
• 12:18
  SPEAKER_00: First stock.
• 12:19
  SPEAKER_00: Fortunate.
• 12:20
  SPEAKER_00: FTNT is the ticker.
• 12:22
  SPEAKER_00: It's a cyber security company.
• 12:24
  SPEAKER_00: Now, I actually mentioned this stock a week ago.
• 12:27
  SPEAKER_00: Um, well, we did a we did a live training and that was on the chart here.
• 12:31
  SPEAKER_00: This is a trade vision chart.
• 12:34
  SPEAKER_00: Let me see if I can show you that.
• 12:36
  SPEAKER_00: Yeah, it's up about 30% from my first mention of it.
• 12:39
  SPEAKER_00: And some of you are now screaming, too late.
• 12:42
  SPEAKER_00: So, you know, why am I bringing it up for you?
• 12:44
  SPEAKER_00: Because I think the move is just getting started.
• 12:47
  SPEAKER_00: So let me give you the ball case in plain English.
• 12:49
  SPEAKER_00: Every company on Earth needs cybersecurity.
• 12:53
  SPEAKER_00: AI is making attackers a thousand times more dangerous.
• 12:57
  SPEAKER_00: AI deepfakes, AI phishing, AI worms.
• 13:00
  SPEAKER_00: Every Fortune 500 board is panicking, and cybersecurity budgets are doubling and doubling and doubling.
• 13:07
  SPEAKER_00: And Fortinet has its own custom chips.
• 13:10
  SPEAKER_00: They call them ASICs.
• 13:12
  SPEAKER_00: And that means their firewalls are faster and cheaper to run than the competition.
• 13:17
  SPEAKER_00: It's actually a real moat.
• 13:18
  SPEAKER_00: They get recurring revenue because it's subscription revenue.
• 13:21
  SPEAKER_00: You're not going to cancel your cybersecurity subscription.
• 13:24
  SPEAKER_00: So Wall Street loves that kind of thing.
• 13:26
  SPEAKER_00: They're profitable and they make some real money.
• 13:30
  SPEAKER_00: So if you if you look at the chart here again and you zoom out a little bit, you see this thing's been beaten up fairly badly.
• 13:37
  SPEAKER_00: We were trading, you know, we went down about 35%, and now we're back to exactly the peak that we were at in 2025.
• 13:45
  SPEAKER_00: And if you really understand the patterns Wall Street looks at, you know that that is quite probably the perfect entry moment.
• 13:53
  SPEAKER_00: You actually want to be buying just at the all-time high.
• 13:56
  SPEAKER_00: Sounds super counterintuitive, I get it.
• 13:58
  SPEAKER_00: But come and learn that with me on the weekend, otherwise, this video would just get forever long.
• 14:03
  SPEAKER_00: So for me, this is pretty much perfect moment.
• 14:06
  SPEAKER_00: Okay, maybe the real perfect moment was down here, but it actually had more risk where it is right now.
• 14:10
  SPEAKER_00: It actually has less risk, in my humble opinion.
• 14:12
  SPEAKER_00: Now everything has risk, obviously.
• 14:14
  SPEAKER_00: Now what's the second stock?
• 14:15
  SPEAKER_00: The second stock is called Compass Minerals, ticker symbol CMP.
• 14:19
  SPEAKER_00: And what do they make?
• 14:21
  SPEAKER_00: Salt and fertilizer.
• 14:24
  SPEAKER_00: Exciting, right?
• 14:25
  SPEAKER_00: I know that sounds incredibly boring, but that's the point.
• 14:29
  SPEAKER_00: They mine salt, which is what you put on the roads in the winter, the stuff every food company uses.
• 14:34
  SPEAKER_00: The demand never goes to zero, right?
• 14:36
  SPEAKER_00: Ever.
• 14:37
  SPEAKER_00: They mine specialty fertilizers, including a rare type called sulfate of potash, which is what you put on premium crops like fruits, vegetables, nuts, that sort of thing.
• 14:48
  SPEAKER_00: So margins are higher for that than for a regular fertilizer.
• 14:52
  SPEAKER_00: So sitting on a real physical asset, a salt mine in Ontario, a potash operation in Utah.
• 14:58
  SPEAKER_00: And you can't, you know, 3D print that, you can't robot that out of the ground, AI can't make it up.
• 15:03
  SPEAKER_00: It's a hard asset.
• 15:05
  SPEAKER_00: Hard assets are coming back into a fashion because we're worried about everything changing so rapidly.
• 15:12
  SPEAKER_00: And it's a stock that's been beaten up pretty, pretty badly.
• 15:16
  SPEAKER_00: If you zoom out here, right?
• 15:18
  SPEAKER_00: This thing was trading at like monster valuations.
• 15:21
  SPEAKER_00: It's down, it's down a lot.
• 15:22
  SPEAKER_00: I mean, really.
• 15:23
  SPEAKER_00: What was the high?
• 15:24
  SPEAKER_00: I have no idea.
• 15:25
  SPEAKER_00: About$100, I think.
• 15:26
  SPEAKER_00: Trading at about$27 right now.
• 15:29
  SPEAKER_00: So it's had a tough couple of years.
• 15:31
  SPEAKER_00: Weather issues, there to some debt restructuring.
• 15:33
  SPEAKER_00: And that's what I actually look for.
• 15:35
  SPEAKER_00: Out of favor, real businesses, macro tailwind, fertilizer prices are going through the roof.
• 15:41
  SPEAKER_00: So we're watching for better earnings, any move that cleans up the balance sheet.
• 15:46
  SPEAKER_00: And that's basically the trigger.
• 15:47
  SPEAKER_00: And in fact, we just had earnings that came in here and they were a little bit better.
• 15:52
  SPEAKER_00: So the stock popped.
• 15:54
  SPEAKER_00: I can see institutional money was pouring into it.
• 15:57
  SPEAKER_00: So I'm liking it.
• 15:58
  SPEAKER_00: Again, wouldn't bet the farm on it, but I'm liking it for that reason.
• 16:02
  SPEAKER_00: And I'm also liking it because it isn't an AI store.
• 16:05
  SPEAKER_00: Now, my third stock is probably also one you've never heard of.
• 16:08
  SPEAKER_00: And tell me if this is useful, by the way.
• 16:10
  SPEAKER_00: Just put it in the comments useful or say not useful, and it'll be helpful.
• 16:14
  SPEAKER_00: The third stock is called MKS Inc.
• 16:17
  SPEAKER_00: MKS Instruments.
• 16:18
  SPEAKER_00: Thicker symbol is MKSI.
• 16:20
  SPEAKER_00: And this is this is the kind of company nobody's ever heard of, but everybody depends on it.
• 16:26
  SPEAKER_00: They make the precision instruments called gas flow controllers, vacuum systems, lasers that go inside the machines that make the semiconductors.
• 16:38
  SPEAKER_00: So I think that'll get through again.
• 16:40
  SPEAKER_00: If Nvidia is the race car, ASML is the factory that builds the race car, MKS makes the wrenches the factory users.
• 16:51
  SPEAKER_00: No wrenches, no factory, no race car.
• 16:53
  SPEAKER_00: So the bull case is very simple.
• 16:55
  SPEAKER_00: Semiconductor investing is going parabolic.
• 16:59
  SPEAKER_00: Every country wants their own chip, Fabs, the US, Europe, Japan, Korea, India, they're all spending hundreds of billions of dollars on that.
• 17:07
  SPEAKER_00: And MKS sells into every single one of them.
• 17:10
  SPEAKER_00: They're like the shovel of the shovel.
• 17:12
  SPEAKER_00: They also serve the laser and speciality chemicals world, which feeds advanced packaging, which is the next big bottleneck in chips, in my opinion.
• 17:21
  SPEAKER_00: And it's a cyclical business because these kind of investment flows into factories, you know, they go up and down.
• 17:30
  SPEAKER_00: They go up and down.
• 17:31
  SPEAKER_00: People don't always build the same amount of factories.
• 17:33
  SPEAKER_00: But we're a turning point here.
• 17:35
  SPEAKER_00: So we've been through a lot of the down part, but in the up part, MKS typically prints money.
• 17:41
  SPEAKER_00: Valuation is actually pretty reasonable.
• 17:42
  SPEAKER_00: It's not cheap, but it is not insane.
• 17:45
  SPEAKER_00: And what's the signal?
• 17:47
  SPEAKER_00: Well, it's just semiconductor equipment orders are accelerating, which they are, because everybody, even all of Nvidia's customers, they are wanting to build their own ships, right?
• 17:56
  SPEAKER_00: Because they don't want to be dependent on the big guy.
• 18:00
  SPEAKER_00: So there you have it.
• 18:00
  SPEAKER_00: Three ideas you've probably never looked at.
• 18:02
  SPEAKER_00: Don't run out and buy them blindly.
• 18:04
  SPEAKER_00: Instead, if this little impromptu video here clicked for you, and if you are frustrated that whatever you buy, it often goes down.
• 18:14
  SPEAKER_00: While like Seagate ran up 745% last year, then you owe it to yourself to learn the skill Wall Street has known for years.
• 18:24
  SPEAKER_00: I call it why buy and hold is dead in 2026.
• 18:28
  SPEAKER_00: It'll be free, it'll be live, it'll be me teaching you.
• 18:33
  SPEAKER_00: We're going into the rules behind what I just showed you, the rotation frameworks that I use and that Wall Street's been using for like decades.
• 18:42
  SPEAKER_00: And it'll help you to spot the tops before they turn into, you know, a lucid or near.
• 18:47
  SPEAKER_00: And I will also give you on that live session the three sectors and opportunities that I think will dominate 2026.
• 18:55
  SPEAKER_00: We'll do a live Q ⁇ A because you deserve financial education.
• 19:00
  SPEAKER_00: I think you deserve to know what the bankers get taught inside those bank buildings and nobody else.
• 19:08
  SPEAKER_00: And if you agree with that, go to buyandgrow.org, which is the goal here, buyandgrow.org, and link again, of course, is in the description, and share it with somebody else you think might benefit from it too.
• 19:20
  SPEAKER_00: Because our goal here is to help educate a million people.
• 19:23
  SPEAKER_00: So the more you share these videos that you find useful, the more people reach.
• 19:28
  SPEAKER_00: And let me also give you a quick recap.
• 19:31
  SPEAKER_00: The wins, you know, the regettis, the QBTAs, you went up 500, 800, 1000%, the Palantir up, you know, about 666%, Spooky, Seagate.
• 19:41
  SPEAKER_00: None of those were lucky.
• 19:44
  SPEAKER_00: They were patterns.
• 19:45
  SPEAKER_00: At the same time, the wreckage, your PayPal's down 85%, Cluck down 96%, BlackBerry down 70, 70%, Neo down 91%, you know, by and hold killed the people who are holding those.
• 19:58
  SPEAKER_00: You don't need to be those people.
• 20:00
  SPEAKER_00: And then I gave you some new watchless stocks, Fortinet, Compass Minerals, MKS.
• 20:05
  SPEAKER_00: I gave you the bull cases.
• 20:07
  SPEAKER_00: Go and do your homework on top of mine.
• 20:09
  SPEAKER_00: And remember, I'm not a registered investment advisor, right?
• 20:12
  SPEAKER_00: Nothing in this video on my channel is ever personalized financial advisors.
• 20:16
  SPEAKER_00: I give you data and research, and there's a ton of that on this channel to help you on your journey to make you help you make better responsible decisions.
• 20:25
  SPEAKER_00: And responsible means you're responsible for your own decisions.
• 20:28
  SPEAKER_00: So join us on the weekend at buyinggrow.org for the live training.
• 20:33
  SPEAKER_00: Share it with somebody else who might benefit from it.
• 20:36
  SPEAKER_00: If you've done that, write a comment in the chat that says shared.
• 20:39
  SPEAKER_00: Uh, I'd love that.
• 20:40
  SPEAKER_00: I appreciate that.
• 20:41
  SPEAKER_00: And I wish you all the best.
• 20:43
  SPEAKER_00: And I'll see you live from France.
• 20:45
  SPEAKER_00: Take care.