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Tom Lee said this is an opportunity of a lifetime and the market right now has pulled back and there's an opportunity that he sees as a buying opportunity for the rest of 2024 going into 2025 now look I have a very strong opinion on this because I do see a lot of opportunities in the market however I do see some stocks that are overvalued and I do believe they will be falling further in my opinion over the past 10 years what I've seen in this market what works what doesn't and when the market corrects like this what you should be doing to capitalize it's all about capit izing it's all about human emotions and right now in this market what I'm seeing is we do indeed have a buying opportunity for two stocks I'm going to cover in this video while there are a couple other stocks that are overpriced listen I'm going to show you a quick clip this clip is going to help you understand repricing and what to do in a market pullback because what I'm seeing right now is a huge opportunity to take advantage of volatility so watch this Quick 90c Clip Tom we'll start with you I take it you think this is a buying opportunity this uh this is another buying opportunity in our view 2024 has proven to be a year where the Market's been strong and it has eluded many opportunities for sustained weakness I know yesterday's pullback was really painful but to us I think the fundamental supporting stocks are intact and I think it's a good opportunity for investors here a good opportunity for investors Jee I take it that you feel is differently putting it too strong well I don't disagree with Tom on the fundamental side of it but I think if you look at where we're at with the interest rates what's on the horizon from taxes tariffs and deficits I really have to be considered of what happened yesterday it was the second largest move in the vix we have seen and historically speaking Kelly Tom is Right a month after that spike in the vix you see the S&P 500 higher however I don't think we can lean on History here due to the fact that we've seen stretch valuations in the top 10 names of the S&P 500 we've also seen just a straight line up if you look in the last two years back toback years of above 25% we become conditioned that the markets is going to continue to move higher thanks by and large to the FED dobish in their $7 trillion balance sheet so I'm looking I know Tom wants to back up the truck here I have the truck running but I'm not ready to back it up yet I want to see this more processed reset valuations I think that's going to be the next couple months possibly the first quarter because we become too conditioned Kelly to markets repricing in a day I have to go back to my 30-year career and understand that we will see reset valuations more of a quarter or two not just a day or two all right guys so let's go over what we just learned in this clip Tom Lee said this is a buying opportunity and I agree completely with Tom Lee guys we have been making money hand over fist we've been pulling in so much profits in this market we made over 15% in the last month alone now we see a little bit of a pullback so you're thinking to yourself is a game over is this over for the market are we going to continue to pull back I want to tell you no we're going to continue to see a bull market repricing shortterm little bit of correction is nothing nothing to worry about because this is actually healthy for the market the market can't go up in a straight line guys it's not like a complete like like this right it can't go one day two days 10 days in a row up what you actually need to happen in the market is a steps and Ladder pattern okay so you go up in steps all right and then boom you take the elevator down that is normal that's exactly what happens in the market that's the point of volatility if it was easy everyone would be rich that's not how it works so we want to take advantage of the upward momentum when it pulls down like you know 3% like we just saw yesterday we take advantage by buying high quality companies and we avoid the companies that have you know higher risk the companies that don't have good valuations the companies that don't have good technicals this is what you want to look out for now what I saw in this clip right specifically is Tom Lee said hey this is buying opportunity it's business as usual all right business as usual we're making money things are going to continue to go up now Jeff kilberg he's also a very interesting man he has a lot of experience and what he said is he actually disagreed a little bit with Tom Lee he said that you know we're going to see some repricing and repricing takes some time in my personal opinion repricing can take time but not in this market the momentum is super clear to me and one- day pullback is not going to scare me one day pullback is actually a fantastic opportunity to jump into the market in my opinion and I don't really see this as a longer term repricing as Jeff kilberg said so in my opinion I'm telling you the facts AMD is at a 52e low guys are you kidding me it's at a 52- we low how much lower can it get AMD is a fantastic buying opportunity as well as Nvidia these are the top two stocks that you should be buying right now if you're not buying them you're going to be missing out on a ton of money AMD at a 52e low is going to be a fantastic buying opportunity for the 130 call option leap for September 2025 I mentioned this in my last video and I'm telling you this opportunity in AMD is going to print money because I'm not looking at expensive stocks I don't really like stocks at 52- we highs what I'm looking at is 52 we lows so that's where AMD is at right now as well as Nvidia we're not necessarily at a 52e low for NVIDIA but Nvidia has pulled back and at the price level that I'm seeing it right now anything under 135 is a fantastic buying opportunity for me in fact I think that Nvidia is easily going to be a $180 stock in the next 6 to 12 months both AMD and Nvidia are fantastic AI plays guys we have heard from Dan IES that we're at a tech party right we're we're at 10: p.m.
and the party's going to 4:00 a.m. that's what he's famous for saying right and I am in full belief that the Tech party is still here and we have 25% more growth to have in 2025 now obviously we're at the end of 2024 so there's a little bit of volatility people are going on holidays and you know some folks are selling off on the market if you sell off on you know stocks at 52e highs and take profit I can't blame you that's fine but if you're selling off and you're panicking from Nvidia or AMD that's a huge mistake and based on my research right here AMD and envid my top two plays however I will also say tenter still has opportunities as well and I'm personally holding my leaps on paler I'm also holding my leaps on Tesla both of those stocks are going to continue to do well so these are my four top plays now look when it comes to Nvidia I want to point out something super important because some people say NV video is going to pull back further I will tell you what I'm seeing right now in terms of a floor okay this is what I'm referring to as a floor floor is basically a support level those two things are synonyms floor and support okay now understanding where floor is we're at a much lower multiple for NVIDIA versus other AI peers guys this is a relative game if you want to understand how to actually invest there's actually no absolute numbers okay on an absolute level yes Nvidia has you know good PE ratio but it's all about what is it compared to others in this market that's what we want to understand on a deeper level and when I look at AIP peers versus Nvidia the AIP peers are more expensive than Nvidia Nvidia is going for very reasonable levels and I want you to understand this through this short clip that I want to show you from a Morgan Stanley analyst this Morgan Stanley analyst explains why Nvidia is a good opportunity right now so watch this Quick Clip it's only going to be 90 seconds uh where's the floor where's uh where's the bottom here is there is there one and uh what do you think the fair value of this company really is hi good morning um so I think we're wrestling with a couple of things um we have this transition to Blackwell and so your product Hopper which still driving you majority of revenues is starting to slow down as you would expect to see and there's a lot of enthusiasm now for custom so we can or as6 as we've seen with broadcom and Marell I think those things are weighing on the stock I still think when you think about 2025 and AI the story is Blackwell the product cycle that IND India has I think they're going to have a huge second half of the year and I think we do have these transitional issues as we're moving there but I think the stock is very attractive at this level uh I'm not going to say absolute bottom because it's volatile but you know as very attractive at this level I think you're you're trading at a much lower multiple than some of the AIP peers and I really believe that they actually gain share versus custom silicon in 2025 I'm very excited for this custom silicon Trend but I still think Nvidia can gain share relative to that in 2025 and has a very strong product cycle um you know we think the stock trades well north of 150 uh as we sort of move into that back half 150 end of the year meaning if if if we do the holidays again together Joseph that uh we're 150 then or 150 6 months out no sorry 12 months out yeah we're we're uh our forecast our our price targets are high 150s I think uh 12 months out 15 what kind of multiple what kind of multiple are you you putting on that 12 months out relative and how would you compare that to the to maybe the whatever you think the best comps are at this moment yeah I think we have a mid four number in 2025 we think north of $ five doll in 2026 I think those numbers are very conservative and we've seen the stock in the low3s kind of multiple range when there's periods of strong growth ahead of us and I think we have that uh the peers are now trading kind of more like high 30s uh when you look at the you know where the brcs and Marvels are trading on our estimat so I think that's that's a very reasonable multiple now they have high margins and they're again they have these transitional issues that you're wrestling with all of that can continue to weigh on the stock we may continue to hear some data points about the the older Products Manufacturing starting to slow down but but black was really robust and the demand they have uh is is very strong yes all right so what we just saw from this clip is basically 2025 is trending for an up Market that was the analyst's opinion um from Morgan Stanley he says 2025 is going to be fire we've seen that from multiple analysts and by the way this is not rocket science guys the higher the stock goes the better it performs other analyst realize that they are stupid for not being bullish on the stock so I'm planning to see more and more analysts come out and say hey I'm also bullish because it's kind of like a cycle all right so when a bunch of analysts have a price Target on Nvidia 80 bucks 75 bucks and Nvidia is at 1 30 they have to change their price Target otherwise they look dumb so they need to go up and as more analysts go up they start to copy each other so this is a cycle and I expect this to continue to happen in 2025 now we also saw the Morgan Stanley analyst mention that the product cycle for NVIDIA is a little bit difficult with Blackwell however they do have a strong product cycle in general so in 2025 we should see a lot more of that come to fruition now the Morgan Stanley analyst did see the stock above 150 I think that is way too conservative for me I see the stock at $180 per share and you know if I'm taking a look at opportunities in the market that have the most upside for the level of risk guys it's not about just money okay anyone can you know buy a call option and take a huge risk and maybe get lucky I'm not trying to maybe get lucky I'm trying to get rich for sure I'm trying to put you in the positions that are the most likely to build your wealth without you know having any adverse effects because a lot of people can buy like really risky and high volatility stocks sometimes you win sometimes you lose that's not what I want I want to win and put the most odds in my favor as possible I'm trying to be a casino I'm trying to put the odds in my favor so I can build wealth for sure and when I do my one-on-one coaching with my students I see a lot of success stories especially right now I have so many doctors lawyers Engineers Pilots these guys are making more money in the option market right now with my plays than they're making in their full-time job so this is a no-brainer market to continue to build wealth and I said this in a prior video let me tell you one more time because you need to understand this if you make a lot of money right now you are not going to care when there is a correction because it's like reaping a harvest if you're going to be a farmer and you have a lot of fruits and a lot of veggies all you have to do is pick up those fruits and veggies freeze some of them for the winner so when the tough times come you can weather those tough times it's as simple as that guys that's why right now this is a huge opportunity and I'm building a lot of urgency for you to take action because I've grown my portfolio multiple six figures per month and you can do the same telling you as you guys know you can always hit the first link in my description I do have some more spots in my one-on-one coaching but let's continue on with the video because what I want you to understand is that AMD I said is a fantastic leap opportunity play what you want to do is you want to purchase some leap options on AMD now be smart you guys need proper risk management you can't just dump all your money into leap option and think okay my portfolio is going to go to the moon no what you have to do is put 3 to 5% of your money in AMD or into Nvidia you need to have proper risk management and it does depend on one by one basis because if you have a bigger portfolio then you should have less of your money and leaps and if you have a smaller portfolio then you can afford to take on more risk because you basically need more risk to leverage up your portfolio to have faster growth so I want to conclude this video by saying that I agree with Tom Lee and based on my own research what I'm doing every single day spending multiple hours on Research putting my students in the best place to make money I agree with Tom Lee that this is a buying opportunity for almost every stock in the market that has pulled back for many stocks in this market especially AMD and Nvidia especially the AI companies however I would be cautious right now on Adobe and meta what I'm seeing right now is there are some risk on the table when it comes to Adobe I just don't see a strong support where a lot of investors are jumping into the stock I see continued negative momentum same thing with meta I think there is some demand same thing with meta I think that this is a fantastic company but in the short term I see some weakness in the stock so I would be careful with those two stocks I would have you know Clear Sight on the stocks that I mentioned in this video and then the other companies that I've covered I'm still holding and I still have a lot of belief in this market I think we're going to continue to make money hand over fist I'm going to keep making those fruits and veggies and I'm going to continue to freeze them for the winner because when tough times come we take advantage we take advantage of opportunities like this so I want to encourage you guys to be smart Don't Panic don't sell and understand that this is a long-term game where we're building a ton of wealth and we're going to continue to build a ton of wealth if we play it right okay if we adjust to the market if we understand the market and most importantly if we dollar cost average the high high quality companies that are going for reasonable valuations if you want to learn how to become a better investor and you actually want to scale up your portfolio understand risk management understand momentum understand Delta understand all the things that I cover in this channel make sure that you're subscribed to this channel as I'm going to continue to give you the best knowledge and level up your option trading if you want a full option trading course for free the best course on entire YouTube I actually have a 4-Hour free course I'm going to put up on the screen right now you guys can check it out I'll catch you guys in the next one
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