Latest / Felix Nikolas Prehn's Podcast / Felix Prehn - The Golden Opportunity for Stock Investors (Don’t Miss it) + Stock Market News 15 July 2025

Transcript

Felix Prehn - The Golden Opportunity for Stock Investors (Don’t Miss it) + Stock Market News 15 July 2025 · Felix Nikolas Prehn's Podcast

• 0:00
  Speaker 1: Felix here and welcome to this pre-market live stream from a secret location that you're very welcome to guess in the chat, and we've got, honestly, just so much freaking good news.
• 0:09
  Speaker 1: It's kind of hard to put it all together.
• 0:11
  Speaker 1: I'll walk you through what the setup is right now that has led to a 100% rally last time we saw that and also the good news on semiconductors, on tariff news, on Apple and some of our rare earth and mining plays.
• 0:29
  Speaker 1: If you're participating in any of those, we're getting some nice guesses here.
• 0:37
  Speaker 1: My friends Winston is not with me on this trip.
• 0:41
  Speaker 1: He doesn't enjoy long haul flights all that much, even if he's in the cabin with me, so he's very happily at home with his kittens and enjoying life.
• 0:50
  Speaker 1: Now let me share my screen with you here, so you get a little bit less flowers although they're very nice and a little bit more news.
• 0:58
  Speaker 1: So we're going to walk through this here Three, four points that are key.
• 1:03
  Speaker 1: We're going to look at some of our top stocks to look at and then, of course, we're going to open it up to a Q&A, because that's where we do this live pre market.
• 1:10
  Speaker 1: So you get an opportunity to ask me questions on this big, beautiful day.
• 1:19
  Speaker 1: There is one thing I wanted to look at on this chart chart, and it is where the blue line crosses the yellow line.
• 1:25
  Speaker 1: Can you see that?
• 1:26
  Speaker 1: Let me grab a red arrow or something so we can make this really, really, really bloody obvious.
• 1:32
  Speaker 1: Do you see what happened just here where the yellow line crosses the excuse my writing skills the blue line there?
• 1:42
  Speaker 1: That is what we call a golden cross, golden cross, golden dome, all that kind of stuff and the islamic state of london.
• 1:55
  Speaker 1: You got me there on that one, um, so.
• 2:00
  Speaker 1: So we last saw that set up in 2023.
• 2:05
  Speaker 1: And I'll show you on the chart just exactly what happened then, because that was a bigly move up from then.
• 2:14
  Speaker 1: So, if we go, this was the last Golden Cross, march 2023.
• 2:18
  Speaker 1: The market went up.
• 2:19
  Speaker 1: I need to move my chart down.
• 2:21
  Speaker 1: I'm on a laptop, as you can clearly see, so my screen's a bit smaller than usual.
• 2:25
  Speaker 1: We went up about 86% at the top of the market.
• 2:28
  Speaker 1: That was the Trump dip.
• 2:29
  Speaker 1: Right now, we're still up about 90-odd percent.
• 2:33
  Speaker 1: So it is just an indicator.
• 2:34
  Speaker 1: That's always one of those People always get obsessed about the one thing there isn't one secret indicator.
• 2:39
  Speaker 1: There are a couple of things we can put together.
• 2:41
  Speaker 1: We.
• 2:41
  Speaker 1: There are a couple of things we can put together.
• 2:42
  Speaker 1: We do that.
• 2:43
  Speaker 1: We tend to do very, very well.
• 2:44
  Speaker 1: Is the line actually green?
• 2:56
  Speaker 1: Oh dear, yeah.
• 2:57
  Speaker 1: Yeah, I was honestly wondering whether it was blue.
• 2:59
  Speaker 1: For those of you who are new to this, I normally wear yellow glasses, which makes the world look a lot greener.
• 3:04
  Speaker 1: This is also one to take a screenshot of.
• 3:07
  Speaker 1: So the NASDAQ has a seasonality.
• 3:10
  Speaker 1: Now, of course, over the long run, the market always goes up.
• 3:14
  Speaker 1: The index does.
• 3:14
  Speaker 1: Individual stocks do not, which is why we have what Stops risk management exactly.
• 3:19
  Speaker 1: But we're literally right in the sort of bang of the middle of the year.
• 3:22
  Speaker 1: We're typically up about 8, 8.5% 9% at this point of the year and we typically end up the year at about 16, 17% up.
• 3:30
  Speaker 1: So we have potentially, judging by history, a very, very, very long run bull run ahead of us.
• 3:37
  Speaker 1: And if you just think through a couple of the things that make us feel bullish, whether you like it or not doesn't really matter.
• 3:43
  Speaker 1: It's just fact right.
• 3:44
  Speaker 1: Tax cuts right.
• 3:47
  Speaker 1: Massive, massive spending by the US government on things like defense and semiconductors and technology and AI and infrastructure and all that stuff, right, ai and infrastructure and all that stuff, right.
• 4:02
  Speaker 1: You then get on top of that the good news that we just got, which we're going to get into in just a second.
• 4:10
  Speaker 1: Now the real question, of course, is what are you going to buy?
• 4:13
  Speaker 1: You're like, okay, the market's bullish, felix is bullish, great, maybe you're bullish too.
• 4:16
  Speaker 1: Let me know in the chat if you are.
• 4:18
  Speaker 1: Who's a bear?
• 4:19
  Speaker 1: Let's identify the bulls and the bear Write a bull or a bear in the chat, identify yourself.
• 4:23
  Speaker 1: But it isn't quite as simple as buying the index.
• 4:27
  Speaker 1: Yes, you buy the index.
• 4:28
  Speaker 1: It's quite likely you're going to make that 10% example here again, here is our new analysis.
• 4:47
  Speaker 1: Why the heck is that trading up at $53 here?
• 4:51
  Speaker 1: A lot of bulls in the chat, any bears, any bears identifying themselves as a bull, or something like that.
• 4:56
  Speaker 1: 10, 11% up pre-market.
• 4:59
  Speaker 1: Well, we tell you here on the right now, inside Trade Vision.
• 5:01
  Speaker 1: That's a really, really cool feature we've been working on for quite a while and if you want to get yourself a free trial to that literally free trial for the week, felixrensselaercom, slash Trade Vision and use the link down below in the description yes, we got the government deals.
• 5:15
  Speaker 1: We've already known about those.
• 5:16
  Speaker 1: Right, yes, we got the government deals.
• 5:17
  Speaker 1: We've already known about those right, but we just got an Apple investment.
• 5:20
  Speaker 1: Apple is committing $500 million to MP Materials to support the company's rare earth push and push investors' confidence.
• 5:27
  Speaker 1: So they're basically committed to buying magnets from them and that's a big, big, big, bigly deal for MP Materials, which is why we're liking it.
• 5:37
  Speaker 1: So these stocks look.
• 5:39
  Speaker 1: We call this a buy down here 5th of June.
• 5:41
  Speaker 1: So this thing is up right now a hundred and something percent, 107%, right, so maybe you're happy with your.
• 5:51
  Speaker 1: Maybe you're happy I've got all these windows open.
• 5:54
  Speaker 1: Maybe you're happy with your 10, 12% a year.
• 5:57
  Speaker 1: But if you are not and you potentially want more, or you're not even getting the 10 or 12% because your risk management sucks, because you're selling things too early, because you're scared of 100% returns like this one here, and you are still holding onto things from 2021 that are still down 70, 80%, well then you need help.
• 6:19
  Speaker 1: My friend, I will give you that help because I love doing this.
• 6:23
  Speaker 1: Join me on Saturday, 10 am, new York time, at felixfriendsorg slash training.
• 6:27
  Speaker 1: We're going to run a live training for about a thousand people and teach you how do we spot those big, beautiful breakouts and how do we keep the profits and we have them.
• 6:36
  Speaker 1: And how do we never have big losses?
• 6:38
  Speaker 1: Never, ever, ever do we have big losses.
• 6:42
  Speaker 1: It is entirely up to you whether you want to have big losses.
• 6:47
  Speaker 1: Literally every single big loss you ever had, I'm sorry to say it was your fault.
• 6:51
  Speaker 1: Well, it was maybe the fault of the people who didn't give you education, the government or whatever, but ultimately we're responsible for ourselves.
• 6:59
  Speaker 1: So if you want to turn that around, then join me on Saturday, felixfriendsorg slash training and we'll be in this lovely little backdrop here for a little while, I think.
• 7:10
  Speaker 1: Now, before we look at a couple more stocks, let me give you one piece of news that nobody ever gives you.
• 7:16
  Speaker 1: Why?
• 7:16
  Speaker 1: Because it's a little complicated, and most people, I'd ask, on Wall Street, they'd say, ah, retail investors don't understand this, they don't need to know this, don't bother, but I think you guys want to know, don't you?
• 7:29
  Speaker 1: If you want to know, put a one in the chat, let me know and I'll explain it to you.
• 7:32
  Speaker 1: If you don't, put a two in the chat and we'll move on to something simpler.
• 7:35
  Speaker 1: Casey, appreciate you putting the the links in there.
• 7:45
  Speaker 1: My friend, let me pin that to the to the live chat as well.
• 7:49
  Speaker 1: So if anybody wants to join the Saturday Masterclass, there's a link now pinned to the the live chat as well.
• 7:54
  Speaker 1: Okay, I'm getting some ones here.
• 7:55
  Speaker 1: I'm not getting that many ones, though.
• 7:56
  Speaker 1: Should we bother with this or should we move on?
• 7:58
  Speaker 1: You said two average bishop.
• 8:00
  Speaker 1: Do you think it's too complicated for you?
• 8:02
  Speaker 1: Okay?
• 8:02
  Speaker 1: Okay, we're getting more ones now, all right.
• 8:04
  Speaker 1: All right, I won't hold you hostage.
• 8:05
  Speaker 1: That's not what this is about.
• 8:10
  Speaker 1: This chart here needs a little explaining.
• 8:12
  Speaker 1: You see the white line.
• 8:13
  Speaker 1: If you don't see a white line, I don't think I can help you.
• 8:17
  Speaker 1: An optician, or maybe just less drugs it's one of those two.
• 8:22
  Speaker 1: An optician, or maybe just less drugs?
• 8:27
  Speaker 1: It's one of those two.
• 8:27
  Speaker 1: This white line here is the s and p 500.
• 8:28
  Speaker 1: It looks like it reads like srp, but you, you'll have to do with my, my horrific handwriting on this laptop, and the green line is what it's.
• 8:38
  Speaker 1: Ctas does that help?
• 8:40
  Speaker 1: Not really right.
• 8:41
  Speaker 1: Algos does that help?
• 8:42
  Speaker 1: Maybe not really right.
• 8:42
  Speaker 1: Algos does that help?
• 8:43
  Speaker 1: Maybe not that much.
• 8:44
  Speaker 1: Algo funds these are basically automated funds that buy on certain triggers.
• 8:52
  Speaker 1: So they basically cobble together a bunch of indicators and news and momentum and volume and stuff like that, and then they buy on those things they tend not to do very well, by the way, because computers are still not that smart.
• 9:04
  Speaker 1: They're going to get there, but what do you see?
• 9:06
  Speaker 1: Something stand out to you that there is a gap.
• 9:10
  Speaker 1: Right, I'm in a place right now where you see this phrase quite a bit.
• 9:15
  Speaker 1: Mind the gap right.
• 9:18
  Speaker 1: Am I giving away where I am?
• 9:19
  Speaker 1: You won't see me on public transport, but I remember it from the days as a wage slave.
• 9:25
  Speaker 1: Now, that gap is the biggest gap we've had since 2023.
• 9:31
  Speaker 1: And what does that mean?
• 9:31
  Speaker 1: It means the algo funds, the automated funds, have not yet bought this rally rally.
• 9:45
  Speaker 1: They're always a bit late to the party, so there is an opportunity here for a lot of money that's sitting on the sidelines to catch up with the S&P rally and therefore pump this market rally even further.
• 9:55
  Speaker 1: Right, I knew it.
• 9:57
  Speaker 1: London said Julie, yes, yes, yes, yes.
• 9:58
  Speaker 1: I think that is the backdrop.
• 10:00
  Speaker 1: Not a little bit of a giveaway, I mean in terms of sort of chintz, and you know it's a bit British, isn't it?
• 10:08
  Speaker 1: The curtains certainly are a little bit British, I would have thought.
• 10:11
  Speaker 1: But yeah, there we are.
• 10:12
  Speaker 1: So is that helpful?
• 10:16
  Speaker 1: Is that an insight you'd like to have that most people don't give you.
• 10:19
  Speaker 1: If you think it's helpful, put an H for helpful down there in the smoke governor.
• 10:25
  Speaker 1: It's true, we miss bigger stickers.
• 10:30
  Speaker 1: Where did you go?
• 10:32
  Speaker 1: Where did you go?
• 10:33
  Speaker 1: All right, let's talk about something else.
• 10:34
  Speaker 1: In bigger stickers, NVIDIA and AMD got the green light to restart certain AI chip sales.
• 10:39
  Speaker 1: The rumor is that the US is going to give NVIDIA permission to export the big one, the beautiful one, the H20, which is the hopper.
• 10:50
  Speaker 1: And thanks for all the H's there, guys.
• 10:54
  Speaker 1: He went back to Rome.
• 10:55
  Speaker 1: Yes, biggest dick has went back to Rome.
• 10:56
  Speaker 1: Isn't that where he was?
• 10:58
  Speaker 1: Anyway, I have a very good friend in Rome.
• 11:00
  Speaker 1: If you guys don't get the reference, watch some more Monty Python.
• 11:04
  Speaker 1: More Monty Python, less CNBC or whatever it is that you're presently watching.
• 11:09
  Speaker 1: It's all on YouTube.
• 11:11
  Speaker 1: It's tremendous.
• 11:11
  Speaker 1: The best thing you can ever do for your education is watch Monty Python.
• 11:15
  Speaker 1: What does it mean?
• 11:18
  Speaker 1: The US clearly, desperately, desperately wants rare earths and magnets out of China, so they're giving China the opportunity to buy OPPOS and also the equivalent AMD chips.
• 11:34
  Speaker 1: Possibly you could argue well, the US now has Blackwell, and then there'll be Blackwell 2, and then there'll be Ruben Rubin 2, and then there'll be the Rubin sandwich chip and that kind of stuff.
• 11:46
  Speaker 1: So maybe it doesn't matter anymore.
• 11:50
  Speaker 1: Maybe, maybe there, but it's just a good sign.
• 11:51
  Speaker 1: It's just a good sign that it's going to be a little bit more trade.
• 11:53
  Speaker 1: It's going to be a little bit more Nvidia, who lost two and a half billion last quarter because of it, or maybe even just last month I can