Transcription
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
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next one