원문 보기
Let's get straight to the point. You know how I work. I respect your time, so I'm calling the shares at the very beginning, and many of you put a one in the chat, which showed me that you like it when I give all the shares at the beginning, so I heard you. I'm not going to play games with you like many on YouTube.
The first action I'm talking about is SPMO. Next will be Microsoft. Then APLD, and then Palantir. I packed it all up tight , family. NVDA, SK Hynix, Marvell, then Coreweave, and another bonus—Google. No, two bonuses. We have AVGO, family. The market is just on fire. If you are making money today on your long-term account, short-term, or any other, put a hundred in the chat .
I want to congratulate you today because everyone who has invested for the long or even short term has their moment of success. We are winning now because we are investors. We don't just sit on the sidelines, being consumers, as we are taught in the world. When you go to school, you are often not taught how to invest.
You are taught things that, believe it or not, are just distractions . I have a burning thought for you right now , family. Ready? Some of you will say, "No, no." I have a hot idea for you. They spend a ton of time teaching your kids about dinosaurs. Dinosaurs died out a long time ago. I've never seen dinosaurs help me in my adult life.
But as a child, I knew everything: from the tyrannosaurus to the brontosaurus. I knew all those pterodactyls. Families, why are they teaching this to their children? Children are just naturally curious about it . Sounds good. I'm not saying there's anything wrong with dinosaurs , but hey, if I see a dinosaur, I'm going to tell it we don't have time for it.
Kids need to prepare for the real world, right? I'm here to spoil the fun. But let's get to the point . First, learn to take jokes. But first, let's start by analyzing the most important points. I've already named all the stocks for you, and now I'll explain why they make sense and why some don't. And did you know that the number of stay-at-home dads—not men, but boys—is on the rise in the United States?
Check it out for yourself. After all, in 2026, women will hold more jobs than men. Family, they say that men stay at home, play video games, and women work. I find this interesting. I bet it's a little deeper than that, but guys who stay home? I wonder what you think about this. Do you think men finally deserve to drink tea and play 2K at home all day?
Are you thinking, "Wow, they're trying to paint us in a bad light." Let me know what you think about it in the comments. But I want to give you a clue as to how you could know this, and I tried to point it out. Many saw this and understood that it was time to continue investing in great companies. First, Jamie Dimon— check it out for yourself— the head of JP Morgan, one of the largest and most successful banks of all time, made a few remarks.
And he said, "I can't be the only one who saw it, because I mentioned it." He said that people are underestimating the risks of the market right now, and he wouldn't buy stocks or anything else at the current price. Family, it was a week ago when they told you not to buy anything. And now, if you look at the stock market, it's so green it's just crazy.
The market is on fire, but you were told not to buy. So who buys? Who has all the money? JP Morgan, Jamie Dimon tells you not to buy. I wonder if if we look at their earnings reports we'll see what they were actually buying while they were telling you not to buy. It's the same thing as they say: throw a stone and hide your hand in the stock market.
When you deal with such large banks, they often don't just throw a stone and hide their hand . They actually criticize publicly, but buy off privately. And I imagine that's exactly what they're doing now. Again , supposedly, probably hypothetically, no one wants to get sued, but I always say: proper preparation prevents unfortunate outcomes.
We already learned this with Bitcoin, when they said, "Oh yeah, we're not buying that." "If you buy this, it's like a pet pebble." And then they themselves actively bought up Bitcoin. So, every time we hear them say they're not buying anything, folks, it's a lie. This is all fiction. This is nonsense.
We know they are buying. That's why. This is not for my housewives or anything like that. That's all they say we have, right? All these housewife guys, dudes, this is not for you. Truth? This is for real men and real women, not for these housewives. It's all in the comments. Not for any of you. This is what is happening in the market.
They say that all growth happens because of a few things, but some of that is again just nonsense. The first thing they talk about is optimism about diplomatic solutions between the US and Iran that may happen. Family, we all know this is nonsense. We all know that the war is not over until it is over.
And they keep telling us, "Oh yeah, it'll be over soon." It's not over until it's over. The next thing they tell us is that trade in artificial intelligence with other countries has resumed. You often hear about bans. We don't really do much business with China on AI. We are just trying to stop it. We don't do much business here with Russia or Ukraine.
We don't do much, but now they say we're starting to have a broader trade in artificial intelligence. I'll tell you again, this is also nonsense. Here's what's really happening. There are a lot of strong earnings reports coming out. They try to tell you that the AI wave was just a bubble, but every time we look at these companies, some of which I'll talk about, we see profits that are just skyrocketing.
They told you, "No, it wo n't get any higher than this." Boom, it's even higher than that. Family, they told you that the sky is the limit. The next thing you know, these companies are already walking around in space. By the way, SpaceX even reported incredibly high revenues, higher than ever before, almost 90% higher than previous ones, and they exceeded expectations.
My friends, I'm not telling you this so that you can immediately run out and buy everything because of this; just because they are performing better than expected doesn't mean now is the time. But since we hear that all investors are making more money, it shows you that the underlying economy , when you're an investor, is actually strong, believe it or not.
Inflation is going crazy, but the profits of these companies are going even crazier. So if you are a consumer, you have a hard time . But if you are an investor , you are generously rewarded. Look at this. Another thing they did n't talk about much was the sector growth that's happening with all the technology stocks and memory stocks.
But they said little about what was happening with the decline in oil prices. Oil prices have jumped, and when they are above 100, it is expensive. And it was 110, it was 120, and it was almost going to 140. But now they're falling back to the 80s. It's more acceptable when you see them dropping to the 80s and 70s.
That's much more acceptable than when they're at 140. So that's another factor pushing the stock market up, but no one in your area is talking about it. No one in your house talks about it. People don't even talk about it where you would expect to hear it. But I'm telling you right here what moves the market because I'm using dollar-cost averaging.
I buy again, again and again. I buy things like this. SPMO. SPMO is a momentum ETF. I told you about this a while ago. Write SPMO in the chat if you have even a little knowledge of it, family , because we have achieved remarkable success with it. Let's take a look at why we've had success with it and why we're willing to buy it in large quantities, shall we ?
We, meaning I, cannot tell you what to buy, hold, or sell. This is not financial advice. This is me telling you what I do and why. Micron is the main asset in it. Nvidia is in second place. Broadcom is next , then Google. AMD is there too. You might feel like you missed some of them, but I have a lot of people who have hundreds of thousands, some tens of thousands, and some just a few stocks, and they're actively buying them.
And we actually have a lot of Micron in it. Did you think you missed it ? No, SPMO wasn't going to let you miss this. AMD is growing. Did you think you missed it? No, AMD is in SPMO. You are not missing anything. You thought you missed Google's growth. You thought you missed Nvidia's takeoff. If you're here, you have n't missed anything.
You didn't miss anything. That's why I have it on autopilot every 2 weeks and I keep buying more. But let's move on to Microsoft. Microsoft is an interesting case. Microsoft is a really interesting case. Do you know why? Because people told me that Microsoft is an old, ancient dinosaur. Technical indicators were weak.
Don't trade this. Family, Microsoft has gone up $150 since we said, "Yes, this is it." Yes, that's exactly what's needed. How do we know? Because not everything is based on technology. It's not all about graphs. We trade according to charts, not our hearts, but we should invest where the money is. Microsoft told us: “Yes, we continue to earn more.
We don't have enough equipment to make all the money we can." We need to invest more." And what do they do? They show that when they invest more, they get a return and earn even more. So Microsoft is a bomb, it's a $600 stock that somehow looks like it's worth $400. But it was still at $ 300. So congratulations to everyone who bought it.
Palantir is up 29% today. Palantir is not exactly like Microsoft. It's not exactly like APLD. Sorry. It's not exactly like SPMO. I say this because you have to be careful with Palantir. Palantir is one of those companies that has extraordinary potential. The potential is simply enormous. However, because of this potential, it is very volatile.
Everyone knows that they will earn more and more. But, as with Toyota: just because a Toyota is a great car doesn't mean you should overpay for it just because it's great. Palantir is the same. This is a great promotion, but that doesn't mean you have to overpay for it . You have to be careful and maintain a trader's mindset when working with such an asset, because if you turn on the investor's mindset, you will go up to 200, and then back to 100...
No, traders win at such moments. Investors win when they buy at lows . So, next up is APLD. You've heard all this data center nonsense, and I told you APLD is a strong stock in the data center space, but again , it's a stock with potential. This is not the same as Microsoft. This is not the same as SPMO.
You should act like traders, allowing companies like Palantir and APLD, with their huge potential, to be trading objects for now that could eventually grow into long-term investments, but you should remain traders to stay ahead of those who don't understand what they're doing. That's how it works. There are a lot of people on Wall Street who take too much risk with leverage.
Many people invest in credit. You have to make sure you don't do what they do to buy cheap and not end up in their position. But Palantir, I want to give them a lot of respect because they exceeded all expectations in terms of earnings. Next up is Nvidia. Nvidia is a stock at $211. However, I see it could rise to $300.
Its all-time high was around $236, and believe it or not, they made less money when the price was that high. So, they are more effective than ever before. They are making more money than ever. Therefore, I can easily see that this will be a promising long-term action. Next up, SK Hynix: if you have an iPhone, Android, Google phone, or any other phone, believe it or not, a significant portion of the memory in it—I would say 20-30%—often belongs to SK Hynix, which is overseas, but we need memory chips .
So, these memory companies are showing great results. Marvell is another data center. This is MRVL . If you search, it's probably Marvell, right? Let me know how it's pronounced if you're curious, because I do n't. But I will say this for the sake of another. This is another option. Treat it like trading, but they have a lot of potential, just like in APLD.
So be careful. Core Weave is another company. I was just talking to someone who works closely with data centers, and she was telling me how companies like Core Weave are looking at data center interconnects and trying to get to the point where they can make them more efficient and significantly faster.
Literally, they are going to set a new standard and double the performance. And Core Weave fits that perfectly . So you should be prepared. Core Weave is $90, and used to be $150. Honestly, I'm looking at an all-time high. It used to be 180. That is, it was actually twice as expensive as it is now. But you also want to grab it at a good price.
Google is a good long-term investment. google. If you want to invest for the long term: SPMO, Google , Nvidia, etc. Microsoft—if you have them and you want to make long-term profits, in my opinion. AVGO, Broadcom. They are about to release new computer chips that will truly change the game. So keep an eye on this.
They are a bit expensive now. Where they are now doesn't mean they will grow, but the price is a little too high. So just make sure you buy them on "red " days. But I wanted to tell you all this . I wanted to make sure that if you're a guy who's sitting at home, living in this world and trying to figure out what's going on, folks, you know: you can't just sit at home and play video games.
This is not appropriate at all. I don't care if your wife, girlfriend, or someone else makes all this money . You should be doing something useful. Don't become like that. This is pathetic. This is ridiculous. Kenny, you shouldn't judge. I'm not judging, but I'm telling you that in my opinion it looks ugly.
It probably sounds like it, but I just want you to know—it's ugly. You have to do things that help the team. If your woman is a leader, then so be it . I can't change that, but I'm telling you: you have to be useful. And if someone is acting as a helper, help as much as you can, okay ? This girl, she better not go home to a dirty house.
She better not come home to a dirty house. I love you all. I appreciate you all. Looking forward to seeing you in the 5K challenge. We're actually doing just fine. We entered into our first agreement. Everyone who entered into that first deal on the first day got their money back. And we are preparing for the second deal.
You haven't missed anything yet . If you're ready to join, the link is at the top of the description. It's not too late. See you there, family. I love you, take care of yourself.
Comments 0