Latest / Felix Nikolas Prehn's Podcast / Felix Prehn - This is Your BEST Investing Opportunity EVER + Stock Market News 09 December 2024

Transcript

Felix Prehn - This is Your BEST Investing Opportunity EVER + Stock Market News 09 December 2024 · Felix Nikolas Prehn's Podcast

• 0:00
  Speaker 1: Felix here and welcome to this pre-market live stream.
• 0:03
  Speaker 1: Today, I want to walk you through the extraordinary rally that we're seeing right now on two of our favorite stocks Palantir and Tesla.
• 0:12
  Speaker 1: I want to walk you through why these stocks are blowing up today and what do we do about it.
• 0:18
  Speaker 1: Do we hold on?
• 0:19
  Speaker 1: Where do we exit?
• 0:20
  Speaker 1: How do we take profits?
• 0:21
  Speaker 1: Do we buy more?
• 0:21
  Speaker 1: All that kind of important stuff.
• 0:23
  Speaker 1: I will also give you some bonus trades directly from Goldman Sachs.
• 0:29
  Speaker 1: I got my hands on their Sunday briefing.
• 0:31
  Speaker 1: I'll share that with you and explain it as well.
• 0:33
  Speaker 1: We'll also look at some extra breakout stocks today, plus a few other super, super useful things to make sure you are the best informed investor out there so you can make the most money.
• 0:45
  Speaker 1: Is that what this is really all about?
• 0:47
  Speaker 1: I think so.
• 0:48
  Speaker 1: So the first question is first, who made more money this year with Palantir or Tesla?
• 0:54
  Speaker 1: So if you made more money with Palantir this year, give me a one in the chat.
• 1:01
  Speaker 1: If you made more money with Tesla, give me a two in the chat.
• 1:04
  Speaker 1: Let's see where people are putting their money.
• 1:06
  Speaker 1: And while you put those numbers in the chat, I've also got some news.
• 1:11
  Speaker 1: We have grown our financial advisory team.
• 1:15
  Speaker 1: We've added two new felines to the pack.
• 1:18
  Speaker 1: Here they are, and it's not the greatest video in the world, but they are very cute.
• 1:23
  Speaker 1: There's two of them.
• 1:24
  Speaker 1: You see that, one here and there's a little one back there.
• 1:27
  Speaker 1: That's Tallulah, who you know.
• 1:28
  Speaker 1: That one's about 12 weeks old.
• 1:30
  Speaker 1: This one's a little bit older.
• 1:31
  Speaker 1: They haven't got names yet, but they're very sweet.
• 1:33
  Speaker 1: We picked them up on Sunday from a shelter and they're already pretty, pretty happy, pretty happy.
• 1:39
  Speaker 1: Still kind of separated off in a little room, but very, very, very cute little ones.
• 1:43
  Speaker 1: Look at that.
• 1:44
  Speaker 1: So, yes, there we are.
• 1:49
  Speaker 1: We will have a bigger team and therefore we'll be able to put out better research here.
• 1:52
  Speaker 1: Okay, let's have a look at the votes here.
• 1:52
  Speaker 1: Ones and twos and lots of ones.
• 1:54
  Speaker 1: Okay, probably slightly more ones than twos, I would say.
• 1:59
  Speaker 1: Right, what about me actually?
• 2:01
  Speaker 1: What about our teaching portfolio?
• 2:04
  Speaker 1: Let me pull that up here.
• 2:05
  Speaker 1: Where do we make more money?
• 2:08
  Speaker 1: I think there isn't a Palantir trade in here right now.
• 2:11
  Speaker 1: No, no, we're just making a bucket load of money with Tesla right now, like, yeah, yeah, up 142%.
• 2:17
  Speaker 1: Sofi is actually doing double that, but that's another story for another day.
• 2:21
  Speaker 1: So let me explain to you why these stocks are going up.
• 2:24
  Speaker 1: Walk through.
• 2:25
  Speaker 1: What do we do about that?
• 2:26
  Speaker 1: How do we make the most money after you smash the like button?
• 2:30
  Speaker 1: Now, is it all about a tweet?
• 2:31
  Speaker 1: It could be.
• 2:32
  Speaker 1: Are they still called tweets?
• 2:33
  Speaker 1: Or they're called exes now, or something?
• 2:35
  Speaker 1: Elon tweeted this Tesla shorts reciting a litany against fear right now.
• 2:40
  Speaker 1: That was this morning, and maybe is that it.
• 2:44
  Speaker 1: Is that all there is to it?
• 2:45
  Speaker 1: Is that the fundamental story?
• 2:46
  Speaker 1: No, it's not.
• 2:47
  Speaker 1: There is a little bit more to it than that.
• 2:50
  Speaker 1: There's a lot more to it than that, and I also reposted this on Twitter, if you follow me over there.
• 2:55
  Speaker 1: There was one really, really key announcement, and this is from a Deutsche Bank investor conference where Tesla's head of investor relations is called Travel's Axelrod.
• 3:08
  Speaker 1: It's great.
• 3:09
  Speaker 1: It's called Axelrod, isn't it?
• 3:10
  Speaker 1: Do you like that show Billions, axelrod, anyway.
• 3:13
  Speaker 1: So Axelrod was there and they said they're going to release and introduce an entry-level Model Q in early 2025.
• 3:24
  Speaker 1: When's early 2025?
• 3:31
  Speaker 1: In like three weeks, and this is going to cost less than $30,000.
• 3:33
  Speaker 1: And if you are wondering what this is all about, there's been all this talk about, is Elon going to put out the sub $25,000 car?
• 3:39
  Speaker 1: Now, that was probably including subsidies, so below $30,000 is pretty pretty good.
• 3:44
  Speaker 1: So it'll be the cheapest Tesla yet, and lengths and so on, we don't really care, but it'll have a range of 500 kilometers.
• 3:55
  Speaker 1: You can get a single dual motor and the move is part of the strategy to boost sales by 20 to 30% in 2025.
• 4:06
  Speaker 1: So a lot of growth coming there.
• 4:07
  Speaker 1: And I'll tell you why this matters and I also tweeted this on X today.
• 4:12
  Speaker 1: But you get rid of the subsidies, which is happening.
• 4:18
  Speaker 1: So no more subsidies.
• 4:21
  Speaker 1: And then what do you also add?
• 4:23
  Speaker 1: Well, you add some tariffs, which means your German cars, your French cars, your Chinese cars, whatever are not going to be able to enter the US at the same cost basis.
• 4:33
  Speaker 1: They're made in Mexico or somewhere.
• 4:35
  Speaker 1: They're going to have to pay tariffs.
• 4:36
  Speaker 1: And what does that mean?
• 4:38
  Speaker 1: Well, there is only one car company that's able to build a $30,000 or less car EV and make money on it, and that is Tesla.
• 4:50
  Speaker 1: There is literally nobody else out there who's able to do this.
• 4:53
  Speaker 1: So Elon's little investment into Donald J Trump is going to pay off so incredibly handsomely for Tesla shareholders, because no one else can do it.
• 5:06
  Speaker 1: Literally, nobody else can do it.
• 5:08
  Speaker 1: The Chinese probably could.
• 5:09
  Speaker 1: Yes, they can actually, but they're going to have to pay tariffs, so they're out of the picture.
• 5:14
  Speaker 1: So Ford and GM and Rivian and all these guys, they will just be like what do we do with this?
• 5:21
  Speaker 1: This guy's putting a car out less than $30,000.
• 5:23
  Speaker 1: That's bloody amazing and we can't do it.
• 5:27
  Speaker 1: So what does this mean?
• 5:28
  Speaker 1: It just means a tremendous growth for Tesla, and the stock price is reflecting that.
• 5:34
  Speaker 1: Right now, it is trading at $397.
• 5:38
  Speaker 1: We were above $400 a little while ago and I suspect we're going to go back there.
• 5:43
  Speaker 1: All the analysts are starting to talk about $500.
• 5:46
  Speaker 1: Media is talking about $500.
• 5:48
  Speaker 1: And the market, if you haven't realized it yet, is an emotional beast of momentum.
• 5:54
  Speaker 1: And that's what we trade, right?
• 5:55
  Speaker 1: We trade momentum as how we make money.
• 5:58
  Speaker 1: We look for these big beautiful breakouts like down here, and then we just get in on it and then we make a lot of money with it.
• 6:03
  Speaker 1: It's a relatively simple way of doing it, but it's what it's ultimately about.
• 6:08
  Speaker 1: So when everybody expects it to go up, guess what usually happens?
• 6:10
  Speaker 1: It goes up, and the news coming out of Tesla is just crazily good.
• 6:16
  Speaker 1: I mean, really it's like the stars aligned for Tesla.
• 6:19
  Speaker 1: And I'm not even talking about the robo-cabs right, the robo-taxis.
• 6:23
  Speaker 1: That's the other story.
• 6:24
  Speaker 1: People are talking about 10 million robo-taxis by 2030.
• 6:33
  Speaker 1: On the road, and if you think that through in terms of revenue and recurring revenue and again, it just takes you to a whole other level in terms of valuation.
• 6:42
  Speaker 1: And we're not even talking about robots or energy business or any of that.
• 6:45
  Speaker 1: So Tesla is having the time of its life and I think it's just getting started.
• 6:51
  Speaker 1: So I think we're going to be looking at some very, very, very silly profits here for our Tesla trades 300, 400, 500%, it's all entirely possible.
• 7:02
  Speaker 1: So what do we do, therefore, with this position?
• 7:04
  Speaker 1: Well, okay, if you are in a trade where you make a lot of money, the one thing you want to make sure that doesn't happen to you is that you then hold it until it crashes and comes down, because that's entirely possible.
• 7:16
  Speaker 1: I mean, it's not my base case, but it's entirely possible.
• 7:20
  Speaker 1: You know, tesla went up to 412 and then went down to $108.
• 7:27
  Speaker 1: Actually, $100.
• 7:29
  Speaker 1: So you could have lost $300.
• 7:32
  Speaker 1: So what's the important part here?
• 7:34
  Speaker 1: You've got to have a stop loss on this, no matter how much you love it, no matter how long you want to be in on it, for I would say you need to have a stop loss.
• 7:42
  Speaker 1: Where do you set it?
• 7:43
  Speaker 1: We have some rules for that.
• 7:46
  Speaker 1: Simplest thing would be draw a trend line, pick one of the moving averages whichever one suits you they're all fairly far away now from where we're trading right now and just set it.
• 7:56
  Speaker 1: And it means that when it does go down, you don't become a bag holder.
• 8:00
  Speaker 1: Instead, you get the cash back.
• 8:02
  Speaker 1: You look for another opportunity that in that moment and maybe for those six months, will make you more money.
• 8:08
  Speaker 1: Because if you don't do that, the real problem with bag holding isn't that the stock went down and then went back up.
• 8:17
  Speaker 1: But if you had bought here at 400, it wasn't the problem that you went down to 100, assuming you didn't sell right Because you held on.
• 8:25
  Speaker 1: I mean, the problem is a lot of people sold down here and that's a real problem.
• 8:29
  Speaker 1: Now you destroyed three quarters of your money but say you held all the way back up here.
• 8:34
  Speaker 1: Well, the real rally kicked off here again.
• 8:36
  Speaker 1: So you had what?
• 8:37
  Speaker 1: 2022?
• 8:39
  Speaker 1: You had two years of no returns.
• 8:45
  Speaker 1: Two years of no returns.
• 8:46
  Speaker 1: You know what the problem is with that.
• 8:47
  Speaker 1: If you bought the S&P, you'd be up like 50%.
• 8:49
  Speaker 1: So you are 50% poorer than an index fund investor.
• 8:55
  Speaker 1: That's not where you want to be, and if you've gotten into the right stocks during that period, you could have made a lot more money potentially by riding those rallies.
• 9:02
  Speaker 1: And that's what I aim to do is get out of stuff that's falling at the right moment and then we take that money, we reinvest it into stuff that's actually very likely to make us money, and that's super, super, super important to realize, and I'll tell you in a second how you can learn the exact strategy that I use.
• 9:19
  Speaker 1: I'll tell you in a second how you can learn the exact strategy that I use and that's literally changed my life.
• 9:21
  Speaker 1: Actually, here it is.
• 9:22
  Speaker 1: So, if you want to learn how I do that and learn that for free, because you deserve to learn that for free and you don't want to go into 2025 with the same rule book and just hope and pray and wish for a different outcome, because it's not going to happen.
• 9:35
  Speaker 1: I think it'll be a great market, so most people are going to happen.
• 9:37
  Speaker 1: I think it'll be a great market, so most people are going to make money, but some people make 20%, some people will make 200% or 500% or whatever, and I'm not talking about crazy crypto stuff here.
• 9:45
  Speaker 1: I'm talking about mainstream big tech companies.
• 9:49
  Speaker 1: And what do you have to do for it?
• 9:51
  Speaker 1: You have to go to felixfrancidogscom to get free.
• 9:54
  Speaker 1: You have to watch a 30-minute masterclass, which is free.
• 9:57
  Speaker 1: You have to take some notes and you have to actually think about it.
• 10:00
  Speaker 1: You have to look at some charts afterwards and you have to implement it.
• 10:03
  Speaker 1: And if you implement it, I promise you it'll change your life for the better.
• 10:07
  Speaker 1: So take a note of this or run off right now and go there.
• 10:12
  Speaker 1: This is actually more important than what's happening to Palangde right now.
• 10:15
  Speaker 1: For you personally, this is more important.
• 10:16
  Speaker 1: I won't be cross with you if you run off somewhere and Meg says I learned this with Barber.
• 10:28
  Speaker 1: Yeah, exactly, and you can learn this with many stocks.
• 10:31
  Speaker 1: You can learn this with PayPal, with Tesla, with a lot of great companies.
• 10:34
  Speaker 1: They just can collapse 75%.
• 10:37
  Speaker 1: It's kind of to be expected.
• 10:39
  Speaker 1: So you need to have a system to make sure that that doesn't happen, because why do you want to give up 75% of your money?
• 10:46
  Speaker 1: It makes absolutely no sense.
• 10:48
  Speaker 1: Marion, you can't get into a trade vision.
• 10:53
  Speaker 1: That's weird.
• 10:54
  Speaker 1: Are we offline?
• 10:56
  Speaker 1: I'm good.
• 11:04
  Speaker 1: Hit the refresh button, marian, or otherwise maybe clear your cookies or something or try a different browser.
• 11:10
  Speaker 1: If that doesn't work, then obviously let us know in the support.
• 11:13
  Speaker 1: Okay, so let's move on to story number two, palantir.
• 11:16
  Speaker 1: And they actually tie together, which is very, very unique here today and why this is flying up.
• 11:22
  Speaker 1: So is it this?
• 11:23
  Speaker 1: Is it this story here that I posted earlier today on X US Special Operations Command expands their contract.
• 11:30
  Speaker 1: It's worth $36 million here, which isn't a huge amount of money.
• 11:34
  Speaker 1: So is that it?
• 11:35
  Speaker 1: Is that why the stock's flying?
• 11:36
  Speaker 1: Well, yeah, it's a little bit of that.
• 11:38
  Speaker 1: It's just there've been so many deals and contracts, which is just a good thing, and every time the US special operations guys start using Palantir, you know the army and the Navy and everybody else is going to follow suit six months later, or something right?