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Well, folks, for two months straight, the stock market really focused in on tariffs, tariffs, and tariffs. And we've heard nothing about it for two months straight. Well, folks, I'm here today to announce we are beginning to turn a page. Yes, I posted in my private stock group here this afternoon. I said, "This week marks a transition week. We grind down caring about tariff drama and what the White House is doing, and we start focusing on earnings next week. In the following three weeks, we are getting an earnings gauntlet. Get ready to rock and roll." Yes, earnings are coming.

And as far as the tariff drama, in case you missed it, in case you were asleep, February 19th through the first week of April, the NASDAQ fell around a 24% range in that amount of time, which is a pretty incredible fall for the NASDAQ in such a quick amount of time like that without some sort of banking crisis or something like that, right? So we had a major correction that almost turned into a crash; almost like it was very close to the NASDAQ turning into a crash. And obviously, we've had a lot of changes on tariffs and kind of what's going on here from there.

And so, in regards to tariffs, we have now reached a stage where we are beginning to get some level of certainty. Now that we've got a lot of certainty to get, we're at the very early innings of that. But in terms of the maximum amount of uncertainty, that is now passed. Everybody has to understand that, watching right now, that segment of the max level worst-case scenario, max case—like we're so uncertain on what's going on—that's passed. Now we're at the phase where things are starting to slowly be figured out. And so you got to understand, when you're already past the worst part, now we're going on to a new phase. Now, at this point in time, that's going to be worked out over months. This is not going to happen in a day or a week or, or you know, something like that. This is something that's going to happen over the next several months.

So, in this video, I did a lot of reflecting this weekend, and I was thinking about how I want to invest for the remainder of 2025, and I'm going to share that with you guys in this video here today. What are the new stocks I will be buying for 20—for the rest of this year, essentially? Where am I looking for the best opportunities? Okay, because we got to, we got to, you know, be honest, like things have changed. What has transpired here got to change a little bit about the way you think about investments and the way you think about risk whenever you go into making an investment, as '08-'09 did and other time periods like that. By the way, I appreciate you joining me, as always. Thank you so much for being here. One thing, one thing only, I need from you guys is for you to smash that like button. I hope you guys appreciate me sharing, showing up, you know, in the bear markets, the bull markets, and the kangaroo markets for you. And I always share my opinions, perspectives, and where I see the next opportunities being in the market. And that's what we're going to be getting into this video here today. Also, if you want to look to apply to join my private stock group, get access to all my premium course curriculums, private Discord chat, thousandx.com, all that good stuff—pin comment down there, click on that, fill the form. We'll see if we can get you access to that a little later on this week. Okay.

All righty, so very important: I start in 1989. Why am I starting today's video in 1989? Well, very important: this is the year I was born. Okay, 1989, greatest year ever, right? Uh, so listen, the what I'm showing you is these stocks' performance since 1989. And what you're going to see is Walmart's up around 8,000% since I was born; Costco's up 44,000% since I was born; and Apple's up 54,000% since I was born, right? And I'm showing you those three companies there because those are three of the most famous companies in the world, right? And if my whole entire life, all I've ever known is "made in China," right? I mean, I think I was probably 10 years old, 9 years old, something like that, when I started to finally realize—I would look at the back of my toys, and you know, or the bottom of your toys, and you could see like where it was made, right?—and I noticed like, "Ah, everything's made in this, this place called China. Everything's China," right? And that was when I first started to realize that, right? And it was that way for the longest time, and that helped these companies that make physical products prosper, right?

I remember even my dad saying, when I was a little kid, I remember him saying, "Oh, Walmart." He didn't like Walmart for whatever reason; he always disliked Walmart. And he would say, "Oh, Walmart is just a bunch of made in China crap." That's, that's kind of what he used to say, right? But these companies like Walmart, Costco, Apple, they made billions upon tens of billions, hundreds of billions of dollars over the last number of decades producing all the stuff they really sell in China, right? And you think about Apple even being a tech business, and you think about all the products they've made over the years, right? And where do they make all that stuff? China. And they, they've, you know, over the past five, seven years, they've started to, you know, diversify out of China a bit, but at the end of the day, like it all comes back to China, right? You think about all the products in Costco, like, you know, outside of like the produce and stuff like that and the bakery goods, you know, look to the back of those products and see where those things are made, right? And um, Walmart, same exact thing. So those companies prospered, but obviously things are, are changing now at this point in time, right?

Then even goes to companies like Louis Vuitton. Louis Vuitton just reported their earnings because we're starting to hear earnings out here. And Louis Vuitton, which is a high-end company, right, selling high-end products, even their, their numbers were down, not looking so good here recently. Leather fashion and leather goods down 4% year-over-year. You know, a company like Louis Vuitton, you almost expect to grow every single year, right? We're having—in Louis Vuitton stock was down six plus percent here today, even on a green day for the markets. We have major conflicts going on between major countries that we haven't really seen before. If we go back to the time I was born, 1989, all the way through this time, for the most part, major countries—right, think you all, all the European countries, think the United States of America, think of China—for a long time, they seemed to get along very, very well. But suddenly, it's just like, all of a sudden, there's just so much conflict. And this country is looking at this country and saying, "Hey, no, no, no, we're going to tariff you this, we're going to tariff you that. No, you're taking advantage of us in this way. No, we're giving you this, but you're not giving us respect," right? And you just got a lot of conflict all of a sudden happening at once. But you got to ask, why? Why? Why is it suddenly that all this is just happening? Because there's got to be a reason, right? And I'll show you exactly what happens. This is what has happened; what happened was in 2020, when Rona hit, governments panicked around the world. They shut down their countries; they shut down their economies; and they flooded the system with capital, even giving programs like stimulus money and, and things like that, right? And it blew debt that was already an issue prior to 2020; it blew it to all-time high levels, right?

And if you look here recently at public debt to GDP ratios, it's awful. Like, basically, you should never have your debt to GDP ratio over 100%; that should almost never happen. But we are now experiencing many, many major countries that now have well over 100% debt to GDP ratios, including France, including the almighty United States. Italy; Japan is at a shocking almost 250%. And China might not show up here, but because China hides a lot of their numbers, but I can tell you China is insanely high as well. China's taken out ridiculous sums of debt over the past 20 years to essentially build a lot of major cities—some needed to be built, and some, honestly, folks, they didn't really need to be built; they're ghost towns there. And we're talking they built, you know, major, major cities that could, that could house hundreds of thousands, millions of people, and they're like ghost towns over there in China, right? And so we have a debt problem, and now these governments are realizing interest rates have also gone up, and they're all like, "Oh, crap, man, like we need money. We need money. Like, where's our money at? Like, we need money. We got all this debt. We got to get this, uh, situation solved, figured out here. We got to get things under control." And as countries start to realize, "Shoot, we need to get some money," they start to have conflicts more, and they start to say, "This country over here seems to be doing just fine. They're taking advantage of us; they're taking our money—that's our money. They got tariffs on; they got taxes on; they got this and that," right? And that's where more and more conflicts start. When, when, when money starts to dry up, you get a lot more fighting. That's just what happens. When everybody seems rich, you don't have that much conflict; you might have competition, but you don't have much conflict because, at the end of the day, everybody's doing great, right? When suddenly there's a lack of money, there all of a sudden starts to be big problems, right? And look, no different than a very wealthy neighborhood versus a, a neighborhood that's in a lot of poverty. A neighborhood that's in a lot of poverty, what are you also going to see? You're going to see a lot of stores getting robbed; you're going to see a lot of crime; you're going to see a lot of homicides, right? Go to a rich area; are you going to see a lot of that? Nope. The biggest conflicts are going to be, you know, "My neighbor, how do you get approved to build that seven-car garage? I only have a five-car garage. How did the HOA approve that?" Right? It's different battles; it's more competition, right? But when you take away the money, oh, now things start getting really serious, really, really quickly. As soon as you take away that money, right, then the crabs really start fighting.

Now, if you go ahead and take a look at one of my favorite websites, usdebtclock.org, okay, uh, what you're going to find here is the debt per, per taxpayer has ballooned to $323,000. So if you're a taxpayer and you're watching this right now, where's your $323,000? Get ready to give it to the government. Okay, $323,000—that's what you owe if you're a taxpayer. But if you're just a citizen and you don't actually pay taxes, your debt per citizen is only $107,000. Okay, so that's all you owe. But the, the US national debt is out of control, right? And it's just continues to balloon. And even with Doge and everything, you know, Elon's trying to do and that whole Doge team, at the end of the day, that, that national debt, it's going up and up and up, and they're trying to stall it; they're trying to stop it, but at the end of the day, it's a runaway train pretty much at this point in time. So the US is looking for their money. They say, "Who's taking all that money? How are we $37 trillion in national debt? That's, you know, expected to likely grow to 40 trillion, then 50 trillion, then 100 trillion dollars here, right? Incredible, incredible numbers.

Now, if we go ahead and take a peek, 'cause you can actually rewind a little bit, take a look at where we were at back in 2008, for instance, on this day in 2008, the debt, the debt per taxpayer was $92,000; the debt per citizen was $32,000. So, and once again, the debt per taxpayer now is 323,000; the debt pay, debt per citizen is $107,000. And the national debt back then had just reached $10 trillion for the first time. US national debt now is right around $37 trillion. So we've well over 3xed our national debt and our debt per tax, per citizen, right? So this is an extraordinary time period, and you know, the US is starting to look around and be like, "Where's our money at? Who's got our money?" And to add insult to injury, because interest rates have gone up around the world so much over the past few years because of inflation—that a lot of that came from the Rona crash, right?—interest payments for the US government has reached over a trillion dollars a year. So interest payments of over a trillion dollars a year. If you know anything about money, right, interest isn't even solving anything; you're not even getting to the principal if you got to pay a trillion dollars, a trillion dollars just to pay off interest—woo, you're in trouble, right? You're in trouble. It'd be like if, um, you know, somebody came to me and they said, you know, "I, I've taken out so much credit card debt that I pay $10,000 a year just in interest payments," I'd be like, "Oh my gosh, like you're in a bad situation. Do we even going to look at bankruptcy? Like, what's going on here?" Right? And so that's how serious things have gotten now at this point in time, right? And then enter Trump, right? And he's kind of the, the one to really just come in and kind of lay the hammer, right? And you know, people can say what, whatever they want about Trump—they like him, they don't like him, they think he's a good president, bad president, whatever—the one thing I'll say about Trump is the man has always been consistent. You could go back and watch old interviews from the 1980s of him, right, including the interview he did on Oprah the year I was b, the year before I was born, 1988, right? And he stays consistent to this day on the same stuff he's preaching; he was preaching back then. The US is getting ripped off; we're letting everybody take advantage of us. I think back then it wasn't China he was preaching against; I think it was Japan, right? And they dump their VCRs and their, their cassette players and all this and that, right, in our country, and they're ripping us off. And so Trump's kind of the, the perfect person to just kind of like take everything that's been brewing underneath and just blow it up to the top where now everybody sees it, right? And now everybody sees this.

Now that brings us into companies, right? Because I can tell you, prior to 2018, if you were a global business and you did business all over the globe—so say you were an American company, and yeah, maybe, you know, 60% of your revenues came from the United States, right?—but if you did business in China, you did business in Europe, you did business all over the globe, it was seen as you're a safer company to invest in because you're diversified; your business is all over the globe; you're not just relying on one place to get your revenues, to get your profits, right? It was seen as like you're really good and you're really healthy. But things have changed since 2018, and what has changed is now people look at being a global company as a risk. It's, it's really fascinating because before everybody was just looking at the, you know, glass half full and saying, "Hey, you do business all over the globe; that means you make more money." Now people are looking at your company in 2025 and they're saying, "You do business all over the globe; it's risky; it's risky. You're—it means you got all problems in this country, tariffs in this country; they're trying to raise taxes over in this country. Now everybody's thinking about the risk that comes involved with that because when you're a stock that's valued, right, everybody's looking at your revenues and saying, 'Well, what if you have to exit XYZ country, and there goes 10% of your revenues, right?'" And we even witness this with Russia when, when, when, you know, Russia-Ukraine broke out, right? You had companies that did business in Russia that had a close-up shop, and for some companies it was like 1 or 2% of their revenue; for other companies it was like 3 or 4%. What happens if one day China is just like, you know what, you know, Apple, you're not allowed to sell smartphones in China anymore; it's a national security concern? Like, what happens if that happens? Maybe it doesn't, but what happens if it happens? That's the issue, and that's the risk that now comes involved with doing business all over the globe, right? It's like, what if this country says you're not doing business here anymore, or we're going to tax your product even heavier, even if you make it—like we don't know where this thing could go, right? So it's fascinating to see these companies go from being global is good to now being global is like, "Ooh, that's risky. Like, oh boy, you're doing business in that country. What happens if, you know, something happens there, and there goes 5% of your revenue from your business model? Now we need to value your company at least 5% less than we did before, if not larger than that," right?

But let me tell you guys, this is not just like something that just popped out of thin air. I got the first signs of this back in 2015, because people think like everything that's transpiring right now is brand new. No, no, no. You got the first signs back in Macau back in 2015. Now, Macau is a region essentially that is somewhat Chinese-controlled, somewhat not; it's a little complicated, similar to Hong Kong, similar to, uh, Taiwan. It's a complicated situation; it's very influenced by China, but it's kind of got their own party and their own system a little bit; it's, it's, it's a little weird, okay? But the moral of the story is in Macau back in 2015, we got very early signs in MC, you know, you look at a company that I really like, Wynn Resorts, right? They have several properties in Macau. And what I witnessed, and you know, Wynn's been a company I've followed for many years and invested into it on and off throughout different time periods, but this is an article I'm showing you back from 2016, okay? But it's looking back at 2014 versus 2015 numbers. In 2014, Macau Casino gross gaming revenue, GGR, uh, totaled $44 billion, $44 billion. The next year, in 2015, revenue in Macau was down almost 30, almost 35%, folks. So overcut by a third in one year. The clamps were put down, and this was the first telltale sign of like, "Wow, like China and the US might actually be having some issues," because China, you know how China phrased this, was they were cracking down on corruption campaigns and, you know, anti-corruption, blah, blah, blah. But at the end of the day, the way I looked at this is Macau revenue was exploding; companies like Las Vegas Sands, Wynn Resorts, MGM were making a fortune, and we're talking billions and billions and billions of dollars, $44 billion, and much of that money was going to American companies that could then go take that money and bring it back to the United States, right? Or expand in other places in the world. And so that was the first place that I looked and I saw back then China actually taking a policy that was like kind of protectionist in my opinion, like, "Oh, man, all our rich people are going to blow all this money in, in, in Macau, right? We need to put the clamps down in that." And that was the first like, "Man, like this is a change in direction, 'cause prior to that it seemed like the US and China just got along great." But then when that happened, that started to change things a little bit, and then things started to get a little more tense throughout 2015. I noticed, and Obama was always seemed to get along very well with China as well as you could have, uh, being the United States, and it seemed like as I watched 2015 unfold and as I watched Obama's last year, it seemed like, honestly, the relationship between the US and China was starting, starting to disintegrate well before Trump was even put into office, right? And so this was like inning one back in 2015, which is now a decade ago, right? Uh, Barack Obama—the question is, are words followed by actions? Right? There were, there was already like this, this starting to be this, this animosity between the United States and China, and that was very, very fascinating at that, that point in time, right?

Now, I don't know if you guys have ever gone down this rabbit hole of, uh, you know, basically, is there's a belief—it's, it's, you know, somewhat of a conspiracy theory, might also be some truth in this—but basically, it's a belief that we basically are an oligarchy, okay? You know, I can never pronounce the name correctly, right? And essentially, there's very, very powerful individuals that choose everything that happens, right? And they can make you vote certain ways, especially if you're not like dead set on one side; they can, and it's easier to do it than ever because of social media now that essentially, if you are leaning toward a side, they can show you different propaganda pieces that can get you more and more onto one side. So then they've driven you exactly where you want to be. If you're slightly over to one side, they need you to get you over here; they can show you enough propaganda pieces of media and whatnot to get you to say, you know what, I, I, I like this, I like this guy, you know, "Oh, man, he's saying things I like," right? And it gives you essentially the illusion of choice, right? And so, if let's say we want to go down that rabbit hole, right, you could say that in, in 2016, I think the oligarchs of the United States would look at this and be like, "We need a China hawk here, right?" And there comes Trump, who had really tried to run for president many times in the past and been a complete failure and was seen as like a joke of a candidate, and all of a sudden, you—who was the most perfect person if you're the oligarchs and you need to fight off China—the guy that's been preaching since the 1980s that the rest of the world's, you know, taking advantage of us, right? And so boom, let's plug in him. Rona comes; okay, now we need calm; let's put in that B guy, right? He's not going to cause any drama; he's just going to be—you're never going to hear from the guy for four years, right? And then 2024 comes; we need our China hawk back, right? So the illusion of choice, you know, you can just put that out there, okay? If you want to go learn about that more, you can learn about that more; I wouldn't though, I wouldn't; it's a scary place, okay? It's better to just believe that, you know, there's none of that exists, and, uh, there's no propaganda, and there's nothing, uh, your thoughts are your thoughts, and nothing's being controlled. It's better to think like that, okay? Because the other sad part's kind of sad, okay?

Now, what also did we learn in '08-'09? We learned that a lot of business models that were very respected, a lot of stocks that were loved back then, right, were suddenly hated, as in cyclical business models. If you look prior to the great financial crisis hitting, people love cyclical businesses; they love the homebuilders; they love the banks, the financial institutions, right? Then '08-'09 hits, and suddenly everybody's like, "I don't want to own cyclical companies; those are bad. Mm-mm, don't give me, don't give me a homebuilder; don't give me a bank; they, they suck. Don't give me an auto company; they all suck." And what have we seen ever since '08-'09? Even as those companies' profits, you know, explode to the sky, does anybody pay any sort of big valuation for a bank nowadays or a homebuilder or an automaker? No, unless you're Tesla, okay? That's the one exemption. But outside of that, no one was willing to pay anything for any of those type of companies because cyclical businesses were seen as bad, right? And what we learned from that is you got to stay away from cyclical businesses unless, unless they've already crashed. If they've gone through a 60, 70, 80% crash, then you can pick it up as a like a one, two-year kind of, uh, we can call it medium-term trade, uh, or a medium-term investment; we'll call it being in it for one or two years. But at the end of the day, whenever thing times look great, you don't want to buy the homebuilders; whenever times look great, you don't…

Ich möchte die Autokonzerne kaufen, wann immer die Zeiten gut aussehen. Sie wollen die Banken nicht kaufen. Die einzige Zeit, in der Sie den Kauf dieser Unternehmen in Betracht ziehen können, ist, wenn sie bereits um 60, 70, 80 % abgestürzt sind. Ansonsten: Finger weg. Das haben wir aus der Finanzkrise von 2008/09 gelernt, nicht wahr?

Viele der größten Unternehmen der Welt, die intelligentesten Geschäftsmodelle, erkannten nach 2008: Wir müssen unsere Geschäftsmodelle auf wiederkehrende Einnahmen umstellen. Denn wenn man eine so große Rezession durchmacht, reduzieren die Leute ihre Ausgaben. Sie kaufen kein Haus, sie kaufen dies nicht, sie kaufen das nicht. Viele Unternehmen konzentrierten sich vorher darauf, ein Produkt zu verkaufen, ein Produkt zu verkaufen, ein Produkt zu verkaufen, ein Produkt zu verkaufen. Schauen Sie sich jetzt die größten und mächtigsten Unternehmen an – alle haben wiederkehrende Einnahmen.

Sogar Apple. Wenn man Apples Geschäftsmodell wirklich analysiert, stellt man fest: Ja, sie verdienen viel Geld mit dem Verkauf neuer iPhones und Computer, aber ein Großteil davon sind heutzutage nur Ersatzumsätze. Jemandes iPhone geht kaputt, also muss ein neues gekauft werden. Jemandes MacBook geht kaputt, also muss ein neues MacBook gekauft werden, weil das alte MacBook, das sechs Jahre lang benutzt wurde, den Geist aufgibt. „Okay, ich brauche ein neues MacBook.“ Aber schauen Sie sich die Einnahmen aus Dienstleistungen an – das ist die goldene Gans für Apple heutzutage. Diese Einnahmen aus Dienstleistungen existierten vor 2008 nicht. Steve Jobs baute das Geschäftsmodell und konzentrierte es auf die Möglichkeiten im Dienstleistungsbereich. Es war seitdem ein Gamechanger für dieses Geschäftsmodell.

Microsoft, genau dasselbe. Die Leute vergessen die Zeiten, als man eine einmalige Gebühr für Microsoft-Produkte zahlte. Nicht mehr. Alle ihre Produkte basieren auf wiederkehrenden Einnahmen, die monatlich oder jährlich gezahlt werden müssen. Nvidia versucht sogar, diesen Weg eines wiederkehrenden Geschäftsmodells einzuschlagen. Nvidia ist so abhängig davon, wie viele Chips zu welchem Preis verkauft werden. Sie versuchen, ihr Geschäft immer mehr auf Software zu konzentrieren. Es ist faszinierend zu sehen, wie ein Unternehmen wie Nvidia sagt: „Wir würden gerne wie diese anderen Unternehmen sein.“

Google, viele Komponenten ihres Geschäfts basieren auf wiederkehrenden Einnahmen. Amazon, denken Sie daran, wie sehr sich Amazon seit 2008 verändert hat. Amazon Prime ist heute eine große Sache, die es vor 2008 nicht gab. AWS, niemand kümmerte sich vor 2008 um AWS. Das ist ein riesiger Bestandteil ihres Geschäfts, für den sich Unternehmen anmelden müssen. Man kündigt AWS nicht einfach. Denken Sie auch daran, wie sehr Amazon in den letzten 10-15 Jahren in bedürfnisorientierte Produkte vorgestoßen ist. Sie wollen, dass Sie Ihre Seife, Ihr Deo und Ihre Zahnpasta bei Amazon bestellen. Vor der großen Finanzkrise wurde Amazon eher für einmalige Einkäufe genutzt – eine CD, eine DVD oder ein neues elektronisches Gerät. Jetzt ist Amazons Geschäftsmodell fast wie ein Lebensmittelgeschäft – ein stabiles Geschäftsmodell. Es ist faszinierend zu sehen, wie sich das alles entwickelt.

Das bringt mich zu meiner Investitionsstrategie für den Rest des Jahres 2025. Wann immer der NASDAQ um mehr als 20 % fällt, ist es eine fantastische Gelegenheit, Wachstumsaktien zu kaufen, speziell Wachstumsaktien. Wenn der NASDAQ in kurzer Zeit um mehr als 20 % fällt, werden Wachstumsaktien am stärksten getroffen. Sie werden mit höheren Bewertungen gehandelt. Wenn die Leute unsicherer werden, achten sie auf die Bewertung. Wenn sie sich mit der Bewertung nicht wohlfühlen, sagen sie: „Ich will das nicht besitzen, nein danke.“ Ich werde mich jetzt stark auf Wachstumsaktien konzentrieren. Ich werde meine Käufe im April bei den angeschlagenen Aktien beenden. Die angeschlagenen Aktien sind Nike, ELF, Estée Lauder, AMD. Diese Unternehmen wurden bereits vor der großen Korrektur getroffen. Die Korrektur verschlimmert die Situation. Es gibt Zeiträume, in denen Aktien bereits attraktiv bewertet waren, aber dann kommt ein Marktcrash oder eine größere Korrektur, und sie fallen auf lächerliche Niveaus. Diese Aktien waren bereits stark beschädigt. Bei einem Crash findet man keine Käufer, der Verkaufsdruck ist unerbittlich. Nike, ELF und AMD werden zu Preisen gehandelt, die man sich vor einem oder zwei Jahren nicht vorstellen konnte. Vor allem vor einem Jahr – wer hätte gedacht, dass AMD letzte Woche bei über 80 Dollar pro Aktie gehandelt wird? Nike wurde zu lächerlichen Preisen gehandelt. ELF und viele dieser Aktien – aufgrund von Zöllen und allem, was dazwischenliegt. Ich werde meine Käufe in den nächsten zwei oder drei Wochen abschließen. Ich bin dann zufrieden mit dem, was ich besitze. Das bedeutet nicht, dass diese Aktien nicht mehr kaufenswert sind. Sie sind bis Ende des Jahres kaufenswert. Für mich, der diese Aktien stark gekauft hat, werde ich meine Käufe bald beenden.

Ich habe auf X meinen Basisfall und Bullenfall für Aktienkurse veröffentlicht. Falls Sie mir nicht auf X folgen, der Link ist in der Beschreibung meiner Videos. Mein Basisfall für Nike ist 125, der Bullenfall 175, basierend auf dem erwarteten Nettoergebnis der nächsten Jahre und der Bewertung. AMD: Basisfall 200, Bullenfall 300. Ich habe meine Zahlen für AMD etwas reduziert, weil ich mehr Unsicherheit erwarte. Das könnte die Zahlen etwas beeinträchtigen. AMD wird weiterhin ein starkes Wachstum verzeichnen, unabhängig von der Unsicherheit und Trumps Entscheidungen. Es ist immer noch eine sehr attraktive Rendite. ELF: Basisfall 150, Bullenfall 250. Ich denke, die ganze Zollthematik ist bei ELF übertrieben. Ich habe das im ELF-Chat gepostet. Kramer wurde bei Mad Money nach ELF gefragt. Er konnte den Kauf der Aktie bei 53 Dollar nicht empfehlen, wegen China-Beteiligung etc. ELF verkauft erschwingliche Produkte. Wenn ELF um 50 Cent oder einen Dollar steigt, gleicht das die Zölle aus. Die Leute werden nicht aufhören, ELF-Produkte zu kaufen. Das war faszinierend zu sehen. Kramer sprach sich gegen ELF aus – vielleicht ein gutes Zeichen.

Für Mai und das restliche Jahr – angenommen, es gibt keinen großen Marktcrash – so sehe ich die Lage: Ich liebe Adobe. Ich habe noch nicht angefangen, es zu kaufen, aber ich würde mich nicht wundern, wenn ich bald eine Position eingehe. Adobe ist meiner Meinung nach so gut positioniert. 70 % des Umsatzes stammen aus Nord- und Südamerika. Sie sind nicht sehr stark von internationalen Märkten abhängig. Es ist eine Wachstumsaktie mit einer guten Bewertung. Sie wird wie eine Value-Aktie bewertet. Wiederkehrende Einnahmen – Adobe hat eines der besten Modelle. Ich möchte im Mai eine Position aufbauen. Ich fühle mich in den nächsten Jahren sehr wohl damit. Ich beobachte die Aktie genau. Adobe durchläuft derzeit eine schwierige Phase beim Aktienkurs. Wenn es einer Aktie schlecht geht, senken die Analysten ihre Kursziele. DA Davidson senkte das Kursziel von 600 auf 450 Dollar. RBC Capital senkte es von 530 auf 480 Dollar. Evercore ISI senkte es von 550 auf 475 Dollar. Als langfristiger Investor ist mir das egal. Wenn alle Firmen die Kursziele senken, ist man oft am Boden. Das sind die letzten Anzeichen, bevor sich der Aktienkurs einer guten oder großartigen Firma dreht. Das ist eine Gelegenheit.

Honest (HNST) ist eine großartige Gelegenheit. Viele Produkte werden in Amerika hergestellt. Die Zollthematik betrifft Honest nicht so stark wie viele andere Unternehmen. Bedürfnisorientiertes Geschäftsmodell – Windeln, Kosmetikprodukte, Seifen etc. Beeindruckende Bilanz, beeindruckender Cashflow. Eine attraktive Aktie. Fubo, woher kommt ihr Geld? USA. Keine Zölle. Wiederkehrende Einnahmen. Nahe am Gewinn. Der Disney-Deal wird wahrscheinlich in den nächsten 90 Tagen abgeschlossen. Ein gutes Umfeld für Fubo. Whirlpool, ich würde gerne eine Position eingehen. Zyklische Aktien sollte man nur kaufen, wenn sie um 60-80 % abgestürzt sind. Toll Brothers, ein perfektes Beispiel. Wenn Toll Brothers um 70-80 % abstürzt, kaufe ich gerne Aktien. Whirlpool ist um 67 % von den Höchstständen gefallen. Ich könnte Aktien kaufen oder Out-of-the-Money-Call-Optionen mit einer Laufzeit von ein bis zwei Jahren. Das ist riskant. Ich glaube, dass die Immobilientransaktionen in der zweiten Hälfte des Jahres wieder zunehmen werden, die Hypothekenzinsen sinken werden und sich der Markt 2026 und 2027 erholen wird. Das wäre fantastisch für Whirlpool. Der Aktienkurs könnte auf 150 oder 200 Dollar steigen. Adobe ist die perfekte Situation mit einer perfekten Aktie. Wir haben aus 2008/09 und der Zollthematik gelernt. Adobe scheint eines der am besten positionierten Unternehmen zu sein. Fantastische Finanzberichte.

Ich habe vor fünf Tagen ein Video mit 20 Aktien veröffentlicht, die man kaufen sollte. Die meisten sind schon deutlich gestiegen. Schauen Sie es sich an. Ich bedanke mich für Ihre Teilnahme. Meine private Aktien-Gruppe bietet Zugang zu meinen Kursen, meinem privaten Discord-Chat, den Aktien, die ich kaufe und verkaufe, thousandx.com und mehr. Füllen Sie das Formular aus. Sie bekommen Ihre Mitgliedskarte. Viel Liebe und einen schönen Tag.