저자: Martyn Lucas INVESTOR · 외국인
요약 보기
이 영상은 미국 정치 변화를 계기로 투자 전략이 바뀌었다고 주장하는 유튜버 마틴 루카스의 라이브 방송 원문이다. 발표자는 암호화폐를 모두 매도했다고 밝히고, 방산주와 방어주(코카콜라, 맥도날드)에서 이미 수익을 냈다고 말한다. 또한 로켓랩, 스페이스X, 구글을 주요 보유 종목으로 언급하며, 구글이 이익의 14배 수준이라는 밸류에이션과 AI 데이터센터 관련 규제 전망을 근거로 낙관적 견해를 제시한다. 방송은 발표자 본인의 계좌 수익률(5,000달러에서 133만 달러 주장, 하루 약 1,900달러 수익 등)을 강조하면서 4년 연속 시장 상회, 손실 없음, 광고 없음, 진정성을 내세운다. 동시에 디스코드 유료 커뮤니티(90% 할인 안내)로 유도하고, 하루 20~30회 공격적 매매와 '긴급' 매수 분위기를 조성한다. 주의: 이 원문에는 객관적으로 검증되지 않은 수익 주장, 확정적 예측, 유료 커뮤니티 가입 유도, 결과 보장 취지의 표현이 많다. 특정 종목 매수 판단의 근거로 사용하기 전에 공시 자료, 독립 리서치, 발표자의 이해상충 여부를 반드시 확인해야 한다. 이 요약은 투자 권유가 아니다.
다듬은 글
This is Martin, Lucas Investor. I'm traveling, away, on vacation, and of course, I wanted to hold this special event today against the backdrop of the United States flag. A very, very special day, a very dramatic day, and it changes everything for those who invest. My strategy has changed today. We must prepare, change, and adapt to this.
We cannot be married to stocks. We need to understand how the markets will react. We have to consider many complex calculations and decide how to move forward . So, congratulations to all of you. Thank you for joining me during my vacation. It's nice to be with you tonight . Immediately after that, I will go live for a Q &A on our Discord server.
Live Q&A, a short show here where we'll break down our positions and how things have changed today, and then there'll be a Q&A session on Discord. So it will happen in a matter of minutes. So, first of all, I want to invite everyone to click the "like" button. If you click the "like" button, YouTube will share this video with more people and it will become a recommended stream.
So please, if you can, just hit the like button. It would be just great if you did. We had 136 people join right away, which is great, and 56 likes from the start. Nice to see you. Chris, LJ, Dave, Raman, Jay , JJ8Ball, Rhino Skin here. All our friends are here tonight. Yusami is here. Where is the crash?
Did you miss it? Did you blink? Did n't you see what happened? Well, I told you there would be a crash in October. I think it depends on what you invested in. I guess some stocks felt good, some didn't feel so good. But I will share absolutely everything with you. We're almost there, 78 likes. A few more likes and we'll continue the show.
RV, how are you? Jean Daniel, Slim Will, Gold Beast Capital, hello, hello, hello. William Broadfoot here, Last Opus and MW70. Just 14 likes before we start being recommended on YouTube and we can jump straight to the show. Hello from Norway . There will be a live Q&A in our Discord group immediately after.
So, let's get straight to the point. Of course, overnight we saw the landscape transform in the United States. As expected, Donald Trump was rejected. This was expected. Of course, some will say, "Oh no, that's not true." But we, in a sense, expected this. That's how we planned the budget. This is what we talked about on the show.
There will be changes, collapse, all those things. All this has already happened, and more is yet to come . But the landscape in the United States has changed dramatically. Now we need to change with him. We...We have to be prepared for this, which we, of course, did. But now we need to know how to move forward with all of this.
Well, I'm from Texas, although I'm not in Dallas right now. Texas went "blue" last night. Everything has changed. So, what should we do as investors? This is not about politics. We are here to make money on our investments for the future, so that we can all have financial freedom and not worry about money.
So over the past few weeks I have been preparing for this event. I sold all my cryptocurrency. I don't want to hold cryptocurrency at all right now. The Clarity Act failed. Now we're thrown back 10 years because ...well, you could argue that cryptocurrency has n't been doing too well since Trump came along.
Certainly, the coins he and Melania own have fallen...well, as much as you can imagine. But I don't want to be in crypto right now , because I think we're going to see a lot of protests from Democrats now, who have the power to stop almost any move Donald Trump makes on crypto. Of course, these people are not in place yet, and Trump has veto power, and there are still a few tools left in his arsenal, but they will rust pretty quickly, and everything will change dramatically.
So I don't want to hold cryptocurrency, for me to be in it now is pure adventure . What we need to do now is look for assets that are likely to deliver results even in the face of opposition from the Democratic Party. So what could it be? First of all, we don't want to remain on the defensive. We knew this was coming, so I got out of the S&P and out of defensive positions about a year ago.
So Raytheon, Lockheed Martin—we don't want to hold those stocks right now because it's a big risk. We've been through Raytheon and similar actions before and we know that it's not just about war, it's also about protest voting. We don't want to be there. We've already done our part in defensive positions , like Coca-Cola and McDonald's.
Now others are jumping on this bandwagon, thinking that we need to defend ourselves, but we don't want to do it. We've already done it and made our money. We always stay ahead of the market, not behind it. That's not our style here at Martin Lucas Investor, among our Discordian and Lucas A's. We lead the market.
So we don't want to buy defensive assets . We've already made a lot of money on Coca-Cola and McDonald's. I bought McDonald's when no one needed it, when everyone was buying technology and cryptocurrency, claiming they would grow forever, and I said no—and I bought McDonald's and made a profit. I bought Coca-Cola and made a profit.
For those of you new to the show, let me show you where we are right now. I started with $5,000. I now have 1,293 . One and one-third million dollars. I am a self-made millionaire, starting with $5,000, and soon to be a multi-millionaire. So, this is real. This is my real money, my real Robinhood, my real balance, my real capital.
This is impossible to make up, okay? Nobody sponsors us. That's why we have a real authentic mark. That's why we do n't have any sponsors. You won't see me trying to sell you a credit card in the middle of the video . Everything here is my true path. And I'm going to ask everyone in the chat now, because a lot of new people are watching this : if everything I'm going to say now is true, then have I beaten the market for 4 years in a row?
By a wide margin. This year—300 and 300%. If you know of anyone, any hedge fund, any Wall Street manager, Tom Lee, Michael Saylor, Donald Trump— anyone who's grown 300% this year, let me know, I'd love to read their book. No, no one even came close to our results. So, did I beat the market 4 years in a row?
Did I do what I said, and did my actions match my words? Did I say there would be a crash? Well, technically it hasn't happened yet, but it does n't look too good, does it? However, did I share every deal? Did I answer every question? Do I go on air and do I do everything I promise, do I keep my word?
Yes, of course. So, let's move on. Now everyone knows that there is no point in cheating on this channel. There are no ads here. There is nothing here that could mislead anyone. So, here are my results. Here's what I did. I did this for 4 years. So, what will we buy now? What are we going to do? Well, the main lesson of the day, of course, is that Donald Trump no longer has power in the Senate or the House of Representatives.
He is now a " lame duck". He will stay there for another 2 years. However, a wounded beast is a dangerous beast . Donald Trump has his finger on the nuclear button, on the "nuclear briefcase," and he definitely wants to show those in Iran who's in charge. So this is worrying. This morning I prepared 20 tips, facts, and information for you that I shared on my social media platforms Robinhood, Instagram, and X.
Go and take a look. Martin Lucas on the social network Robinhood. I spent 6 hours gathering information on different stocks, different sectors, telling you which ones I think will rise, which ones will fall, and explaining the reasons why, as well as how that outcome will affect the market. So head over to Robinhood social, X, or Instagram, find all the links in the description of this video, and join me there.
I posted the social media and Discord links here in the chat above. So, where will we invest our money? We don't want to take a defensive position now. Yes, we still predict a significant pullback. We have already seen this in certain actions . Maybe you missed it. Minus 35-40 % according to Google.
We saw cryptocurrency fall. And many other promotions, I won't go into detail about each individual promotion. We'll stay here all night then. But we saw a lot of shares being sold off. We have already made money in the defense sector, so we are not going there anymore . We don't want to invest in defense, that is, in the military sector, like Raytheon or Lockheed Martin.
This is not for me. So where do we invest our money? We are looking for profitable assets. More than ever, we are focused on value . But, more than ever, you shouldn't be " married" to your stocks. I made over 20 deals today and shared them with you exclusively on Discord and YouTube Electrum. After this event, I will post all my trades on Robinhood Social, as we have agreed with our trading community that I will share all my trades exclusively with you.
After 4 hours, I share this on Robinhood Social so everyone can see what I've already done . We do it this way because we want people to learn, not just follow me. All my followers on Lucas AIDs and Discord have already reacted to the deal by buying or selling with me , or simply ignoring it. Now we are sharing this with the world, and I am sure many “lemmings” on Robinhood will start copying these trades.
So, I've been in and out of Rocket Lab stock many times today. Why was I in and out of Rocket Lab so often? I currently own about $800,000 worth of Rocket Lab stock. Why am I constantly going in and out? Because government contracts will be lost. Some government contracts will be lost . However, there are other deals that are already guaranteed in your pocket.
There is a delay with Neutron, but I still expect Neutron to show good results. However, I am not married to any one stock. I don't buy a T-shirt with a company logo saying I love this stock and want to keep it for the rest of my life. Although I only buy businesses that I could own for the rest of my life.
This is my approach to business valuation. If I can't own it forever, I'm not buying it. So I bought a lot of great businesses, very active today, and for the next few weeks I will be trading aggressively, 20-30 times a day. And I'll show you what I did today , just so you can see. If I log into my Robinhood account and Robinhood Social, I won't be sharing the trades with you because my Discord followers still have about an hour before I post it to Robinhood Social.
But what I can do is log into my Robinhood account, and you'll see how aggressively I traded today. Profit of almost $2,000 today, as you can see, is about 67% on this account. In fact, it's almost 400% combined across ISAs, IRAs and Robinhood UK, as I've already shown in my wealth report. But as you can see in this one account, it's 68%, and we made $1,920 today.
These are my deals for today. I won. I always win. I always beat the market, and we have no losses today. I have no reason for this. And in the next hour, I'll share with you what these deals really are. So, we were very, very busy trading Rocket Lab stock today. We don't want to just keep them forever.
Now I do it like this: I use lots. Maybe you don't have tax lots. Find a broker who provides them. Some brokers provide it, some don't. If you have lots, you can control each individual position. So you're not just selling your average. You shouldn't focus on your average right now. People keep asking me, oh, let me fix that.
That's it. Now I'm moving again . People always ask me what my average price is? The average price doesn't matter. What is important is that you have positions that you can hold regardless of what is happening in the market, and that you are aware of the market's reaction to this business. For example, Rocket Lab is very expensive now , very risky, has government contracts , but they still solve the problems we need, and there are still people who want to use their services.
However, we don't want to blindly accumulate them . We're not here to collect stocks , we're here to make money. So, today I traded and showed you $1,900 in profit. It was about 20, well , was it 10, 20 thousand yesterday, 40 thousand the day before yesterday, and the day before that, I think I made, I think I had a day with 100 thousand.
I trade constantly and make money constantly. Forget about taxes, don't care about taxes, it doesn't matter. Don't hold onto stocks just because you don't want to pay taxes. Keep making money. Stay agile. Keep moving. At this point, don't let anyone catch you by surprise. Keep moving. Keep trading. And what you're trying to do is not focus on lowering the average price .
That's not bad, but that's not really the goal. The goal is to determine what positions you want to be in, what the market is likely to favor. So for me it's Rocket Lab, SpaceX, and Google. Not the S&P 500, Google at 14 times earnings—that's one of the best valuations of all time. And he solves problems.
Now, why is Google in the black today, if you're wondering, because everyone was telling me this morning that Google would go down today. Well, he's in the black. I traded it many times throughout the day and shared it with my members on Discord and on Electrum YouTube. And you can see that I currently have $270,000 in that account , spread across my IRA, ISA, and Robinhood UK.
I have about half a million dollars worth of Google stock. Today I reduced my share a little. So why am I buying these stocks? A return ratio of 14 is not enough. The reason I'm so optimistic is because of the new powers of the Senate and House of Representatives, they will want to slow down the development of AI data centers.
Many people are unhappy with how Trump has accelerated this process. They want to slow him down. And that's good for us. This is very, very good for us because it means Google doesn't have to compete with competitors. This slows everyone down. Why is this good? Well, it wouldn't be good if one company were to slow down, because then it would be left behind.
But if all companies are slowing down, that's great. And that's exactly what will happen. That's why Google is in the black today. Not because the profitability is 14. But because the industry will slow down, we will stop spending money, but everyone else will stop too. So, investors come back, less worried and excited, and we start the race.
Remember, the largest hedge fund in Google is Berkshire Hathaway. This is Warren Buffett. They have no interest in selling, and they paid much more for their share than I did, or any of my Discord or Electrum members who traded with me today . So I want to own Google stock. Why? First, it solves the problem we need.
Second, this is where the money will go, as the stock is oversold and undervalued. Thirdly: now we have a change in policy regarding AI data centers, they are being slowed down a bit, they are not in a hurry to get ahead of the whole world, but are acting calmly, without rushing, which means that we do not need to rush and spend all our money.
We can do this calmly. This makes Google extremely, extremely attractive to me. And that's why Google has grown so much today . You might have thought they would fall since AI data centers were predicted to be the biggest losers this morning on CNBC and Bloomberg, but I say—no. Remember, CNBC and Bloomberg are TV channels created to entertain and support their sponsors to make money from advertising.
I have no advertising. I don't have any influencers. I have no personal interest. I'm just telling it like it is. So, I bought Google with my own money. However, I am not sitting idly by. I trade it all day. Now my Discord users and Electro members have seen all my deals today over and over again . You saw me trading Google stock.
Don't worry about averages now . Don't ask me what my average price is. I'll answer if you ask , but it's not something you should worry about. You should be worried about owning a business, about being in stocks, which are the best choice right now. In my opinion, these are not defensive stocks like the defense sector, nor are they Coca-Cola or McDonald's.
Also not in them, because we have already earned our time on the security and protection of our money. We're not going back there because they're oversold now. This is our defensive position. We don't want to be, in my opinion, in cryptocurrency when the Clarity Act and almost everyone in Congress and the House of Representatives are not supporting crypto in the coming years .
So why would I be there? Yes, people will speculate. People will gamble, but we are not a speculative channel. We do not gamble. We always beat the market. We will not lose. We are not sponsored by anyone telling you that now is a great time to buy crypto. So I'm not doing it, but I wish you luck if you decide to do it.
We are looking for value. We are looking for great balance sheets and “cash cows ”. Well, you can't find a better place than Google. That's why I'm at Google now, and not just because of the rating, but because of the new policy. We like it. That's why I'm there. However, I don't just stay there. I trade.
I use lots. If you don't have the ability to use lots, find a broker that provides such a feature, or trade in a disciplined manner. Record your lots and make sure you know what you are selling each time. Robinhood now has a new feature where you can choose the largest or smallest lots. While you can't access individual lots, you can select the highest, lowest, oldest, and newest.
So, you have a certain strategy. Make sure you enable this setting, change it, and use it as you see fit. I traded Google shares very aggressively today. It's a shame I didn't share all of these deals with everyone, but I will of course share them on Robin Social in an hour when the 4- hour window is up and I'll put them out for everyone to see.
I did this all day long, constantly entering and exiting trades. I probably made 20 deals today and I'll share them all with you. What matters is that it doesn't matter if your average goes up. If you keep buying lower positions, you think your average will fall . Well, not necessarily. If you bought higher lots that outweigh lower ones, the average value can actually go up if you sell a few middle lots, rather than lowering it.
So don't worry too much or beat yourself up if your average doesn't continue to drop. You should make sure you invest in the right assets, and I've already explained which ones for me: not Google, not defense, not military-defense, but technology, quality technology, resold technology and space, SpaceX , Rocket Lab.
These are the biggest players. This is important. However, understand that the climate has changed and not everything will go the way you want. So trade them. Be aggressive. Come in and go out. Don't own them. Just keep moving. Be agile. Stay in the game. Of course? So, that's how I acted today, and that's why I'm in such a plus today.
I made 2000 profit. It's already in the bank. You still have to pay taxes on this. And my overall position is positive. So keep buying lower, improve your position and lock in profits at the same time . Don't be upset about my averages going up, because that could change in an instant. If we get a nice little rally at some point, and we might get one tonight—hint: you all know the signals.
Uh, I may have talked to the right person . Maybe I listened. Maybe I got some information. There may be a little movement in the space sector tonight. And although my average is up a little bit today because I was selling lower lots—I mean, I just made one about 2 hours ago, which you'll hear about in about 2 hours on Robinhood Social .
The rest of you have already seen it on Discord and on Electrum's YouTube. I made about $1,200 on a quick deal. Uh, profit, that's profit. I'll pay taxes on it, but that's okay. Um, I sold some Rocket Lab almost at the bottom. My average price has increased. It doesn't matter . I made money. Because what's going to happen is, if we get a bounce later, and I think we're going to see some movement tonight, and I get to 60, which is possible, my average price is going to go down.
Because even if my average price has increased a little, when I sell the top lots, the average price will drop dramatically and it won't matter. The average price is just decoration . It just shows what you do. Gives a sense of involvement. This is a small feature . It means nothing. What matters is when you actually record a profit and actually sell.
In the end, that's all it really is. You buy at one price , sell at a higher price, and pay tax on the profits. This is no different from doing work, getting a job, getting paid, and paying taxes. The point is to buy assets that will go up and sell them when they go up. This is not higher mathematics.
There is time for long-term investments. Now is not the time. Too much uncertainty , too much volatility, nothing stable. And for the next 2 years, we will have a very, very angry president who could suddenly drop a bomb on Iran. Nobody knows, but you have to be prepared for it. You need to be prepared for this.
You need to be agile, flexible, and stay in the game. Don't get a margin call. Many will receive. They will buy a certain asset on a dip and think, "Oh, this will be great." I mean, I saw people buying DJI stock today, Donald Trump stock. I've seen people buying Trump coins and I'm like, "What are you doing?" But they think they're buying a deal that's going to take off, that there's going to be some growth.
I don't know why anyone does this, but people do, and it's their business. Don't make this mistake. So, here are my positions. I've already shown you my positions today, so I'll just show you on the screen. This is my overall result since the beginning of the year. Despite the fact that it all fell apart, despite all this drama, I'm up 58% on this one account .
Overall, I'm up 380% this year. Nobody even came close, okay? But even here, it's not bad, right? 58% only on this account. Not so bad. Now let's move on to my positions. At the top—Bitcoin, XRP, I'm completely out of them. I do not own any cryptocurrency and have no interest in buying it, regardless of whether it rises, falls, goes left or right.
To me, this makes no sense at all. Right now, I need businesses that produce something, make money, and bring value. I don't necessarily have to own them, but I should be able to make money as they grow and improve my position. Next, at the very top, I have Rocket Lab . This is my Rocket Lab today, and I have 713,000 in this one position.
Just in this position. There are other positions as well . And here it says that it's minus 12.83%. Sounds bad. Because I have a few shares at $62. And so it seems like I've lost a lot. But I actually traded all day today and recorded profits on my Robinhood social. If I go there now, you'll see that I made $1,900 in profit today.
And it came from Google and Rocket Lab. So, the average price doesn't matter. We're not going to focus on that because it could drop significantly. Tonight we have shares at 60, we sell them, we keep the ones at 50, and boom. The average price is falling rapidly, and I look rich. So what? None of this matters.
Then we have…Then we have Google. So , Google was fantastic. I told you this would happen. I started buying it before the collapse. And during the decline, I continued to buy more. I didn't know where the bottom would be. I didn't know that when the polls closed last night, he would suddenly collapse, as he did.
But what is, is what is. But we know why we bought it. AI data centers, value, 14x higher profits, cost slowdown. We know it will grow. Of course, it will grow. Just read the balance sheet. This is very obvious. So, I bought it, and from scratch I now have 270,000 here plus 50 thousand in IRA, ISA. Somewhere around half a million dollars at Google.
And it looks better, but it doesn't matter. It says here that I'm up 3 and a half percent. I'm up 3.5 percent because I sold some today. I made about $100,000 worth of trades twice today . Every time I earned about 2003 , I forgot how much exactly, today it's in all portfolios. And so it shows that I'm only up 3 percent.
But what's important is what I've already put in my pocket. That's what's really important. This is your net worth. OK. So, here's my Google, SpaceX. Remember, I bought SpaceX at 105 when all those social media influencers were saying the company was going down the drain. This is complete nonsense. I bought and sold 170 each and made half a million dollars on the entire portfolio.
I said I was going to leave. I said I would buy it back. I waited to buy out, bought in little by little, and here I am again in the game. At the moment I have 103,000 in this position, another 100 in an IRA, ISA, so almost half a million in, um, SpaceX. I'm very optimistic about SpaceX, but I also understand that there are some protests because of Elon Musk's support, uh, Paxton in Texas, and all that other stuff , and Trump.
So there is some noise, but most of it will subside over time. Market , as I was showing this morning, 20 different posts I shared with you this morning on, um, like this, what do you call it? Robinhood, X, Instagram, Facebook. I couldn't do this in Discord . There's too much going on in Discord. That's all I trade, but all my thoughts today have been all over the place about, you know, my thoughts on SpaceX, Rocket, all that stuff and Trump and the politics behind it.
But nothing more. Coca-Cola, Boo, all these things, I look at all of them. So, here is my position. That's it. I hope you enjoyed this little show. I am on vacation now. Just wanted to reach out and update everyone. Now we'll move to Discord so I can do a live Q&A session , literally for a few minutes.
If anyone has any specific questions, I'll be there in a few seconds. I'm wrapping up now, wishing everyone a nice evening, and then I'll go to Discord and hold, uh, an event on stage for all participants. We usually have two events every day when I'm in the studio, but right now I'll only be able to do them when I get out, until I get back from vacation and so on.
That's it. Is everyone okay? Are you all feeling well? I think we have a few questions. So what we're going to do is go to Discord. I want to thank 1970 Buckley, I think he just gave away 10 subscriptions, which is just fantastic. Thank you, thank you very much, 1970 . Well, that's it. Do you like the US flag?
From this side, just go here . If I can...Can I go there? Just go there. Come here. Come here. Come here. Can you come over here? Here is the flag of Great Britain. Oh, yeah, you have to have both, right? That's it . We're coming back here. The power of technology. Come here. That's it. Does it work?
Wonderful . That's it. So, here it is. I'll quickly jump into Discord now and answer everyone's questions. I will be there, it's for all participants. So you can all connect and chat. This will be quick. I just want to make sure I answered all the questions. If you want to learn something, join me there right now.
Click on the link below and you'll see...Oh, it's pinned to the top of the chat. You will see a link to Discord if you want to join us. Tonight I'll take you through the process where I share all my deals 24 hours a day, 7 days a week. We have one billionaire. We have many millionaires and many small investors as well.
This is the best community on Discord, without a doubt. This is a 90% discount. Our senior members help cover costs by making donations at martinluke shop.com. They give small tokens of $10 to keep the price low for everyone . There is no inflation here. The price never increases. You get one-on- one support and two events every day when I'm back in the studio, which is almost always.
This is the first break I've had in over a year. And I will be back very soon. So join me there. Also , you can follow me on Robinhood Social if you can. And, uh, in a few minutes, about half an hour, I'll share all the deals that I've been sharing all day on Discord and YouTube Electrum that everyone's been trading.
Then I'll share them with you on Robinhood Social. That's all. Fantasy. I wish you very, very good luck. I congratulate all those senators, those politicians who won their seats. I sympathize with those who lost. If you're a Trump supporter and you're not feeling very well today, you're upset, we, we, uh , we're sorry you're feeling that way, of course.
Nobody wants to lose. We congratulate all of you who are satisfied with the result today. Uh, whether you're the winner or the loser today, whether you think it's a good thing that Trump was , uh, uh, removed today, whether you think it's terrible or wonderful, it does n't matter. What is important is that we are investors, we are a community, and we are a family.
We are here, in 75 countries, to support people, to help people. We have outperformed the market for 4 years in a row. We will always outperform the market. We will always be independent. We will always be live. We will always be real. And we are here for everyone. This is all from me. I'll be on Discord in a few minutes, answering everyone's questions for 10-15 minutes.
This is all from me. Thank you very much. It's nice to be with you tonight and share something personal with you . And, uh, see you, see you next time. This is all from me. Everything is fine. If you, uh, if you take the time to read the balance sheet, focus on the value, there's nothing to fear here.
And there is no drama here. Uh, and just keep winning. But stay nimble. See you in Discord in a few seconds. I'll put my hand like this. This will stop the camera movement. And now I can go here and click the finish button. OK? This is all from me.
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