Latest / Felix Nikolas Prehn's Podcast / Felix Prehn - The $500 Billion BUY Warning! + Stock Market News 22 January 2025

Transcript

Felix Prehn - The $500 Billion BUY Warning! + Stock Market News 22 January 2025 · Felix Nikolas Prehn's Podcast

• 0:00
  Speaker 1: Felix here and welcome to this pre-market live stream.
• 0:03
  Speaker 1: Slightly slastered, a later start than usual.
• 0:05
  Speaker 1: Apologies for that.
• 0:06
  Speaker 1: I was out hunting for properties and got delayed.
• 0:12
  Speaker 1: So here we are Brilliant, massive, enormous news, not just from El Presidente $500 billion news, to be precise but also from our friends at Netflix and a lot of other key stuff going on here.
• 0:27
  Speaker 1: I want you to be, in the next few minutes, understand A what that massive AI investment that Trump just announced is going to do.
• 0:34
  Speaker 1: B what's actually happening in the market.
• 0:37
  Speaker 1: Where is the market position?
• 0:39
  Speaker 1: Where is the opportunity?
• 0:39
  Speaker 1: Where is the risk?
• 0:40
  Speaker 1: Do we have upside room here or should we be worried about stuff?
• 0:44
  Speaker 1: How do we position ourselves?
• 0:45
  Speaker 1: And then also, lastly, how do we protect ourselves?
• 0:48
  Speaker 1: Because there will be some speed bumps along the way here, and I'll explain to you exactly why in a moment as well, and when to expect them, and also when a big, big flood of money is going to hit the market.
• 1:01
  Speaker 1: I have the exact date for it.
• 1:03
  Speaker 1: I'll be giving that to you in just a few minutes and in the spirit of giving, remember, I told you we're doing a live masterclass on Friday, and the reason for that is that I think you need to be really, really well prepared to take advantage of this tremendous opportunity.
• 1:23
  Speaker 1: I think the biggest opportunity in stocks in probably 50 years is this year.
• 1:28
  Speaker 1: So far, 4,895 of you have signed up here on Zoom.
• 1:33
  Speaker 1: So I'm going to have to do something about our 1,000-people webinar size attendee limit and I will deal with that, don't worry.
• 1:40
  Speaker 1: So one more chance If you want to join the 5 000 here who are signed up, do felixfriendsorg webinar.
• 1:49
  Speaker 1: It'll be the biggest event we've ever done.
• 1:51
  Speaker 1: I promise to deliver you unadulterated education experience rules so you can actually walk away and implement what I'm teaching you right after 10 am fr.
• 2:04
  Speaker 1: Friday morning, new York time.
• 2:06
  Speaker 1: So come and join me.
• 2:07
  Speaker 1: Felixfranzorg slash webinar.
• 2:10
  Speaker 1: Now.
• 2:11
  Speaker 1: There is so much exciting stuff to start with.
• 2:14
  Speaker 1: I actually barely know where to start.
• 2:15
  Speaker 1: To be honest with you, is it Netflix?
• 2:17
  Speaker 1: Is it the 500 billion drop?
• 2:19
  Speaker 1: What do you want to start with?
• 2:19
  Speaker 1: Put it in the chat.
• 2:20
  Speaker 1: Is it Netflix?
• 2:21
  Speaker 1: Is it Trump?
• 2:22
  Speaker 1: Is it AI?
• 2:22
  Speaker 1: Is it the money coming in?
• 2:24
  Speaker 1: Put it in the chat.
• 2:25
  Speaker 1: What do you want to hear about first?
• 2:26
  Speaker 1: Is it the Nancy trade we did a video on yesterday.
• 2:34
  Speaker 1: There's so many things happening right now on Netflix.
• 2:38
  Speaker 1: Let's go into trade mission here and have a look at Netflix, because they reported something and I tweeted this early, very early this morning, your time probably.
• 2:49
  Speaker 1: If you want to follow me on Twitter, you're, of course, welcome to Finance.
• 2:53
  Speaker 1: Felix is my handle over there.
• 2:54
  Speaker 1: It's the one with the blue tick, not any of the scammer accounts using my name.
• 2:59
  Speaker 1: So watch out for the blue tick.
• 3:00
  Speaker 1: That's the real account.
• 3:02
  Speaker 1: This is the chart.
• 3:04
  Speaker 1: And, okay, stargate, trump, nancy, god, it's all happening today, isn't it?
• 3:09
  Speaker 1: This is the chart, though the chart of charts.
• 3:12
  Speaker 1: They brought in 19 million subscribers in the last quarter.
• 3:17
  Speaker 1: 19 million Now.
• 3:19
  Speaker 1: Q4 is usually pretty good for them.
• 3:21
  Speaker 1: Last year, they did 13 million.
• 3:24
  Speaker 1: The year before that they Can, we find it they did 7 million, almost 8 million.
• 3:31
  Speaker 1: So what are they doing and is this sustainable?
• 3:34
  Speaker 1: Well, they're doing live events.
• 3:36
  Speaker 1: Remember that boxing event they had?
• 3:38
  Speaker 1: Whoever it was, you know boxing one another.
• 3:40
  Speaker 1: That's what pulls people in.
• 3:43
  Speaker 1: Now, of course, there is a danger that those people then cancel their subscriptions after the Christmas holiday and the family's left and they're thinking well, let's get back to life and not waste it on Netflix, which I sympathize with.
• 3:54
  Speaker 1: I don't own a television, so I'm not the best person on Netflix, but all they're going to do is they're going to keep running these live events and if you think about that, they're probably because of that, if you compare it to last year, added maybe 4 million subscribers.
• 4:10
  Speaker 1: They can pay whatever they want for these live events and they can run more of them.
• 4:15
  Speaker 1: So Netflix has just found the genie on how to grow.
• 4:20
  Speaker 1: So Netflix stock is going to the moon.
• 4:24
  Speaker 1: It's over a thousand dollars, I think.
• 4:28
  Speaker 1: Where is it right now?
• 4:28
  Speaker 1: It's up here Nine,7.
• 4:30
  Speaker 1: Okay, almost $1,000.
• 4:31
  Speaker 1: Lots of price targets rolling in from all the Muppets or the analysts, of course.
• 4:37
  Speaker 1: I meant to say $1,100 and all that kind of stuff.
• 4:41
  Speaker 1: So the analysts always chase whatever's happening here.
• 4:43
  Speaker 1: So very, very, very bullish for Netflix.
• 4:47
  Speaker 1: I imagine we're going to probably call that a bullish movie.
• 4:51
  Speaker 1: See all the little green zones there in the background.
• 4:53
  Speaker 1: They were the bits where we were bullish and then we exited lots.
• 4:57
  Speaker 1: And what does that mean?
• 4:58
  Speaker 1: Well, over the last two years, we've actually beaten buy and hold by 30%.
• 5:04
  Speaker 1: Not bad right.
• 5:05
  Speaker 1: So maybe you want to get yourself access to Trade Vision as well, which is the software we are building.
• 5:10
  Speaker 1: I am promised, by the way, that speed is much better today, if it isn't.
• 5:15
  Speaker 1: We also have two developers watching this like a hawk to make sure we have the speed that we want.
• 5:22
  Speaker 1: A lot of people sign up.
• 5:23
  Speaker 1: Sometimes we get a little overwhelmed, but I think we're back to full force here.
• 5:28
  Speaker 1: So very, very excited about Netflix.
• 5:30
  Speaker 1: Also very excited about a bunch of breakout stocks here.
• 5:33
  Speaker 1: I am to go through these later on.
• 5:34
  Speaker 1: I haven't done it yet.
• 5:35
  Speaker 1: Rocket Lab is an interesting one here, but no, there are quite a few other ones that we need to walk through.
• 5:40
  Speaker 1: I certainly will walk through it a little bit later, so we'll give you the breakouts as well.
• 5:44
  Speaker 1: And who signed up for the webinar?
• 5:47
  Speaker 1: Since I just mentioned the live event, let me see.
• 5:49
  Speaker 1: Well, we're now at 4,937.
• 5:52
  Speaker 1: Can we get to 5,000 people joining us?
• 5:54
  Speaker 1: I think in the next few minutes I'm sure we can do that.
• 5:56
  Speaker 1: So that's Netflix.
• 5:57
  Speaker 1: Why does that matter?
• 5:58
  Speaker 1: Well, it's, of course, very, very bullish for the market overall, because Netflix is one of the biggest stocks out there and if I show you the pre-market, it's pretty decent.
• 6:10
  Speaker 1: Netflix where is Netflix there?
• 6:13
  Speaker 1: It is 15% up, pretty impressive, right.
• 6:16
  Speaker 1: Meta Microsoft up, nvidia up 3%.
• 6:18
  Speaker 1: That's, of course, on the big Lee Trump news.
• 6:22
  Speaker 1: Now they're going to put literally $500 billion and I want to run you through a few other really, really important things here.
• 6:34
  Speaker 1: Andy, you just signed up, brilliant, okay.
• 6:38
  Speaker 1: Who signed up to the webinar on Friday?
• 6:39
  Speaker 1: Put a one in the chat.
• 6:40
  Speaker 1: I want to see who's signing up here and if you haven't already, there's a link down below in the description.
• 6:44
  Speaker 1: Here it is again as well FelixRensselaercom webinar Okay, trump is announced.
• 6:49
  Speaker 1: Well, he had on what was it a month ago or something.
• 6:54
  Speaker 1: He was promised 100 billion investment in AI, right, and then now Sun has come back and said okay, lots of ones here, love to see it, love to see it.
• 7:04
  Speaker 1: I love all the multiple ones there.
• 7:07
  Speaker 1: I love the enthusiasm guys.
• 7:08
  Speaker 1: Now they've come back and they said it's going to be 500 billion and Oracle seems to be in on it and obviously NVIDIA is going to be a big beneficiary of this.
• 7:18
  Speaker 1: Open AI is in on this, which made me think of Microsoft, but apparently Microsoft is no longer the exclusive cloud provider, so there will be another cloud provider in there that Open AI can work with, or maybe multiple, so maybe all of them.
• 7:36
  Speaker 1: That's kind of interesting, not super positive from Microsoft's point of view.
• 7:38
  Speaker 1: Or maybe it's a strategic move to swerve around the regulators saying you guys are an AI monopoly, but there is a, but I'm sure lots of money will flow into AI data centers and AI development in the US.
• 7:50
  Speaker 1: Lots of money, but $500 billion.
• 7:53
  Speaker 1: Just sit back for a moment and tell me where you would get $500 billion from.
• 7:57
  Speaker 1: That's a lot of money.
• 7:59
  Speaker 1: So who's got $500 billion?
• 8:05
  Speaker 1: Elon tweeted they only have $10 billion.
• 8:08
  Speaker 1: Those guys SoftBank, that is.
• 8:11
  Speaker 1: So SoftBank's got 10 billion.
• 8:13
  Speaker 1: Maybe you can leverage, you can borrow and beg and steal and maybe you can make it 100 billion.
• 8:17
  Speaker 1: But 500 billion, I think it sounds like a lofty policy announcement number.
• 8:22
  Speaker 1: I don't think they're going to find 500 billion.
• 8:24
  Speaker 1: So, yes, I think it's big news.
• 8:26
  Speaker 1: I think it's going to be very positive for NVIDIA and Oracle and lots of companies that we've covered before that are in this AI data-driven space, and I'm sure a lot of them will do very well today.
• 8:37
  Speaker 1: But ANET, for example you can see that standing out here 3.7% up right now.
• 8:42
  Speaker 1: We've made videos on that in the past.
• 8:44
  Speaker 1: But 500 billion I think the number is a pie in the sky.
• 8:47
  Speaker 1: I don't think it's going to happen.
• 8:48
  Speaker 1: Yeah, so print the money.
• 8:59
  Speaker 1: Yes, andreas, I was thinking about that.
• 9:01
  Speaker 1: I mean, if you called Jerome Powell and said I'd like 500 billion please.
• 9:05
  Speaker 1: You'd probably say, yes, it's in the top drawer, but no, in the real world 500 billion dollars is still a lot of money.
• 9:11
  Speaker 1: So I don't think that's happening, but it's a nice announcement and it'll probably bring in tens of billions of dollars, which is still very significant for NVIDIA and all of that.
• 9:22
  Speaker 1: You're drinking whiskey in the morning as straight vodka.
• 9:25
  Speaker 1: I actually don't drink.
• 9:28
  Speaker 1: I haven't touched a drink in, I'd say, four years probably a complete teetotaler over here.
• 9:33
  Speaker 1: So, which probably makes you think I was an alcoholic before.
• 9:36
  Speaker 1: I wasn't, but I just enjoy not drinking.
• 9:39
  Speaker 1: So that's some pretty big stuff here, right.
• 9:41
  Speaker 1: But there is more, and I think money is always made with a deeper understanding of the market, and that's kind of my goal for our little live streams here daily to bring you that deeper understanding that very, very few people have.
• 9:55
  Speaker 1: If you ask the average investor out there or your average kid on TikTok or X or whatever who's you know YOLOing into whatever the latest thing is, and ask them what's the VWAP buyer or the buyback blackout window looking like, and then he will look at you and go, okay, if you're Spanish.
• 10:14
  Speaker 1: So this stuff matters and I always want to keep you informed on these.
• 10:18
  Speaker 1: Basically, what's happening is that, as of the, these numbers are in a funny order, aren't they Very funny order?
• 10:28
  Speaker 1: Yeah, but by the 24th, there we go.
• 10:32
  Speaker 1: 24th of January the buybacks are back in full force.
• 10:38
  Speaker 1: In fact, they're starting to pick up a little sooner than that.
• 10:41
  Speaker 1: Yeah, that's basically where the blackout window is at maximum, and then it'll fizzle out again.
• 10:49
  Speaker 1: So it means more and more big companies like your Apples, your Paypals and so on will start buying their own stocks again, which means what?
• 10:57
  Speaker 1: It's very supportive for the market.
• 10:58
  Speaker 1: So the 24th is when it's in two days right, it's Friday.
• 11:02
  Speaker 1: So from Friday onwards, probably from next week onwards, monday onwards we should see that nice big flow of money pouring in supporting the market here, which is super, super important.
• 11:15
  Speaker 1: And we'll definitely touch on SoFi in a second as well.
• 11:17
  Speaker 1: I know it's an amazing rally there on SoFi.
• 11:20
  Speaker 1: I just made another video on the SoFi earnings as well.
• 11:22
  Speaker 1: That's coming out later today.
• 11:23
  Speaker 1: But I want to give you one more piece of information that, again, nobody out there really has, and that is if you go into Trade Vision which I'd encourage you to do, I mean, you can do it at the same time as I'm doing it here.
• 11:37
  Speaker 1: You just go to tradevisionio, get yourself a free account for the week and then open the SPX, which is the S&P index, and you will see these support and resistance lines here it's one of our indicators here and they tell you at what level the I was going to say bastards, but of course I misspoke.
• 11:56
  Speaker 1: I meant the market makers.
• 11:57
  Speaker 1: You know the lovely people at Citadel and so on on Wall Street.
• 12:00
  Speaker 1: Where do they sell?
• 12:01
  Speaker 1: Well, they sell at 6075.
• 12:06
  Speaker 1: So six crikey.
• 12:08
  Speaker 1: My handwriting is getting artistic, I would say Artistic or autistic.
• 12:13
  Speaker 1: Are you allowed to make those kinds of jokes again?
• 12:15
  Speaker 1: Or do we still get delisted if we do that?
• 12:17
  Speaker 1: 6075 is the sell.
• 12:21
  Speaker 1: But there is a silver lining.
• 12:22
  Speaker 1: I looked a little deeper into the data and say we break out beyond the 6075 somewhat significantly, say 10, 20 points or so close above that.
• 12:36
  Speaker 1: Let's say we call it 6,100.
• 12:38
  Speaker 1: What happens here is they buy, which is by making it in green.
• 12:42
  Speaker 1: So the market makers, the evil Knievel of Wall Street, actually have to buy once we break through the resistance line and knock them out there.
• 12:53
  Speaker 1: So what we're going to see is, if we go higher, more of these announcements, more AI, more great earnings, the dollar weakening a little bit, all that kind of good stuff.
• 13:02
  Speaker 1: So, basically, we take out the December high, which was around that 6,000, just below 6,000, it was about 6,100.
• 13:12
  Speaker 1: Take out the 6,100 and then boom, you're going to get yourself all that money gushing in and you'd be wondering why the heck is the index going up so quickly.
• 13:19
  Speaker 1: Well, you now know and you can explain it to people, right, because nobody else out there really, really knows.