00:00:00
Tom Lee said this is an opportunity of a
00:00:02
lifetime and the market right now has
00:00:04
pulled back and there's an opportunity
00:00:06
that he sees as a buying opportunity for
00:00:08
the rest of 2024 going into 2025 now
00:00:11
look I have a very strong opinion on
00:00:13
this because I do see a lot of
00:00:14
opportunities in the market however I do
00:00:16
see some stocks that are overvalued and
00:00:18
I do believe they will be falling
00:00:20
further in my opinion over the past 10
00:00:22
years what I've seen in this market what
00:00:24
works what doesn't and when the market
00:00:25
corrects like this what you should be
00:00:27
doing to capitalize it's all about capit
00:00:29
izing it's all about human emotions and
00:00:32
right now in this market what I'm seeing
00:00:33
is we do indeed have a buying
00:00:35
opportunity for two stocks I'm going to
00:00:37
cover in this video while there are a
00:00:38
couple other stocks that are overpriced
00:00:40
listen I'm going to show you a quick
00:00:42
clip this clip is going to help you
00:00:44
understand repricing and what to do in a
00:00:47
market pullback because what I'm seeing
00:00:49
right now is a huge opportunity to take
00:00:51
advantage of volatility so watch this
00:00:54
Quick 90c Clip Tom we'll start with you
00:00:56
I take it you think this is a buying
00:00:58
opportunity this uh this is another
00:01:00
buying opportunity in our view 2024 has
00:01:03
proven to be a year where the Market's
00:01:05
been strong and it has eluded many
00:01:07
opportunities for sustained weakness I
00:01:10
know yesterday's pullback was really
00:01:11
painful but to us I think the
00:01:13
fundamental supporting stocks are intact
00:01:15
and I think it's a good opportunity for
00:01:17
investors here a good opportunity for
00:01:20
investors Jee I take it that you
00:01:22
feel is differently putting it too
00:01:25
strong well I don't disagree with Tom on
00:01:28
the fundamental side of it but I think
00:01:30
if you look at where we're at with the
00:01:31
interest rates what's on the horizon
00:01:33
from taxes tariffs and deficits I really
00:01:37
have to be considered of what happened
00:01:38
yesterday it was the second largest move
00:01:40
in the vix we have seen and historically
00:01:42
speaking Kelly Tom is Right a month
00:01:44
after that spike in the vix you see the
00:01:46
S&P 500 higher however I don't think we
00:01:49
can lean on History here due to the fact
00:01:51
that we've seen stretch valuations in
00:01:52
the top 10 names of the S&P 500 we've
00:01:55
also seen just a straight line up if you
00:01:57
look in the last two years back toback
00:01:59
years of above 25% we become conditioned
00:02:02
that the markets is going to continue to
00:02:03
move higher thanks by and large to the
00:02:05
FED dobish in their $7 trillion balance
00:02:08
sheet so I'm looking I know Tom wants to
00:02:10
back up the truck here I have the truck
00:02:11
running but I'm not ready to back it up
00:02:13
yet I want to see this more processed
00:02:15
reset valuations I think that's going to
00:02:17
be the next couple months possibly the
00:02:19
first quarter because we become too
00:02:21
conditioned Kelly to markets repricing
00:02:23
in a day I have to go back to my 30-year
00:02:25
career and understand that we will see
00:02:27
reset valuations more of a quarter or
00:02:29
two not just a day or two all right guys
00:02:31
so let's go over what we just learned in
00:02:33
this clip Tom Lee said this is a buying
00:02:35
opportunity and I agree completely with
00:02:37
Tom Lee guys we have been making money
00:02:39
hand over fist we've been pulling in so
00:02:41
much profits in this market we made over
00:02:44
15% in the last month alone now we see a
00:02:47
little bit of a pullback so you're
00:02:48
thinking to yourself is a game over is
00:02:50
this over for the market are we going to
00:02:52
continue to pull back I want to tell you
00:02:54
no we're going to continue to see a bull
00:02:56
market repricing shortterm little bit of
00:02:58
correction is nothing nothing to worry
00:03:00
about because this is actually healthy
00:03:02
for the market the market can't go up in
00:03:04
a straight line guys it's not like a
00:03:05
complete like like this right it can't
00:03:07
go one day two days 10 days in a row up
00:03:09
what you actually need to happen in the
00:03:11
market is a steps and Ladder pattern
00:03:13
okay so you go up in steps all right and
00:03:15
then boom you take the elevator down
00:03:17
that is normal that's exactly what
00:03:19
happens in the market that's the point
00:03:20
of volatility if it was easy everyone
00:03:23
would be rich that's not how it works so
00:03:25
we want to take advantage of the upward
00:03:26
momentum when it pulls down like you
00:03:28
know 3% like we just saw yesterday we
00:03:31
take advantage by buying high quality
00:03:33
companies and we avoid the companies
00:03:35
that have you know higher risk the
00:03:36
companies that don't have good
00:03:37
valuations the companies that don't have
00:03:39
good technicals this is what you want to
00:03:41
look out for now what I saw in this clip
00:03:43
right specifically is Tom Lee said hey
00:03:45
this is buying opportunity it's business
00:03:46
as usual all right business as usual
00:03:48
we're making money things are going to
00:03:49
continue to go up now Jeff kilberg he's
00:03:52
also a very interesting man he has a lot
00:03:53
of experience and what he said is he
00:03:55
actually disagreed a little bit with Tom
00:03:57
Lee he said that you know we're going to
00:03:59
see some repricing and repricing takes
00:04:00
some time in my personal opinion
00:04:02
repricing can take time but not in this
00:04:05
market the momentum is super clear to me
00:04:07
and one- day pullback is not going to
00:04:09
scare me one day pullback is actually a
00:04:11
fantastic opportunity to jump into the
00:04:13
market in my opinion and I don't really
00:04:15
see this as a longer term repricing as
00:04:17
Jeff kilberg said so in my opinion I'm
00:04:20
telling you the facts AMD is at a 52e
00:04:22
low guys are you kidding me it's at a
00:04:24
52- we low how much lower can it get AMD
00:04:27
is a fantastic buying opportunity as
00:04:29
well as Nvidia these are the top two
00:04:30
stocks that you should be buying right
00:04:32
now if you're not buying them you're
00:04:33
going to be missing out on a ton of
00:04:35
money AMD at a 52e low is going to be a
00:04:38
fantastic buying opportunity for the 130
00:04:41
call option leap for September 2025 I
00:04:43
mentioned this in my last video and I'm
00:04:45
telling you this opportunity in AMD is
00:04:48
going to print money because I'm not
00:04:49
looking at expensive stocks I don't
00:04:51
really like stocks at 52- we highs what
00:04:53
I'm looking at is 52 we lows so that's
00:04:56
where AMD is at right now as well as
00:04:58
Nvidia we're not necessarily at a 52e
00:05:00
low for NVIDIA but Nvidia has pulled
00:05:03
back and at the price level that I'm
00:05:04
seeing it right now anything under 135
00:05:07
is a fantastic buying opportunity for me
00:05:10
in fact I think that Nvidia is easily
00:05:11
going to be a $180 stock in the next 6
00:05:14
to 12 months both AMD and Nvidia are
00:05:17
fantastic AI plays guys we have heard
00:05:20
from Dan IES that we're at a tech party
00:05:23
right we're we're at 10: p.m. and the
00:05:24
party's going to 4:00 a.m. that's what
00:05:26
he's famous for saying right and I am in
00:05:28
full belief that the Tech party is still
00:05:31
here and we have 25% more growth to have
00:05:33
in 2025 now obviously we're at the end
00:05:36
of 2024 so there's a little bit of
00:05:37
volatility people are going on holidays
00:05:39
and you know some folks are selling off
00:05:41
on the market if you sell off on you
00:05:43
know stocks at 52e highs and take profit
00:05:45
I can't blame you that's fine but if
00:05:47
you're selling off and you're panicking
00:05:48
from Nvidia or AMD that's a huge mistake
00:05:51
and based on my research right here AMD
00:05:53
and envid my top two plays however I
00:05:55
will also say tenter still has
00:05:56
opportunities as well and I'm personally
00:05:58
holding my leaps on paler I'm also
00:06:00
holding my leaps on Tesla both of those
00:06:02
stocks are going to continue to do well
00:06:04
so these are my four top plays now look
00:06:06
when it comes to Nvidia I want to point
00:06:08
out something super important because
00:06:10
some people say NV video is going to
00:06:11
pull back further I will tell you what
00:06:12
I'm seeing right now in terms of a floor
00:06:14
okay this is what I'm referring to as a
00:06:16
floor floor is basically a support level
00:06:18
those two things are synonyms floor and
00:06:20
support okay now understanding where
00:06:22
floor is we're at a much lower multiple
00:06:25
for NVIDIA versus other AI peers guys
00:06:29
this is a relative game if you want to
00:06:31
understand how to actually invest
00:06:32
there's actually no absolute numbers
00:06:34
okay on an absolute level yes Nvidia has
00:06:37
you know good PE ratio but it's all
00:06:39
about what is it compared to others in
00:06:41
this market that's what we want to
00:06:43
understand on a deeper level and when I
00:06:45
look at AIP peers versus Nvidia the AIP
00:06:47
peers are more expensive than Nvidia
00:06:50
Nvidia is going for very reasonable
00:06:51
levels and I want you to understand this
00:06:53
through this short clip that I want to
00:06:54
show you from a Morgan Stanley analyst
00:06:56
this Morgan Stanley analyst explains why
00:06:59
Nvidia is a good opportunity right now
00:07:00
so watch this Quick Clip it's only going
00:07:02
to be 90 seconds uh where's the floor
00:07:05
where's uh where's the bottom here is
00:07:07
there is there one and uh what do you
00:07:09
think the fair value of this company
00:07:10
really
00:07:11
is hi good morning um so I think we're
00:07:14
wrestling with a couple of things um we
00:07:17
have this transition to Blackwell and so
00:07:20
your product Hopper which still driving
00:07:23
you majority of revenues is starting to
00:07:25
slow down as you would expect to see and
00:07:27
there's a lot of enthusiasm now for
00:07:29
custom so we can or as6 as we've seen
00:07:31
with broadcom and Marell I think those
00:07:33
things are weighing on the stock I still
00:07:35
think when you think about 2025 and AI
00:07:38
the story is Blackwell the product cycle
00:07:41
that IND India has I think they're going
00:07:42
to have a huge second half of the year
00:07:45
and I think we do have these
00:07:46
transitional issues as we're moving
00:07:47
there but I think the stock is very
00:07:49
attractive at this level uh I'm not
00:07:51
going to say absolute bottom because
00:07:52
it's volatile but you know as very
00:07:54
attractive at this level I think you're
00:07:55
you're trading at a much lower multiple
00:07:57
than some of the AIP peers and I really
00:08:00
believe that they actually gain share
00:08:02
versus custom silicon in 2025 I'm very
00:08:04
excited for this custom silicon Trend
00:08:06
but I still think Nvidia can gain share
00:08:07
relative to that in 2025 and has a very
00:08:10
strong product cycle um you know we
00:08:13
think the stock trades well north of 150
00:08:15
uh as we sort of move into that back
00:08:16
half 150 end of the year meaning if if
00:08:20
if we do the holidays again together
00:08:22
Joseph that uh we're 150 then or 150 6
00:08:27
months out no sorry 12 months out yeah
00:08:29
we're we're uh our forecast our our
00:08:31
price targets are high 150s I think uh
00:08:34
12 months out 15 what kind of multiple
00:08:37
what kind of multiple are you you
00:08:38
putting on that 12 months out relative
00:08:40
and how would you compare that to the to
00:08:43
maybe the whatever you think the best
00:08:45
comps are at this moment yeah I think we
00:08:47
have a mid four number in 2025 we think
00:08:49
north of $ five doll in
00:08:51
2026 I think those numbers are very
00:08:53
conservative and we've seen the stock in
00:08:56
the low3s kind of multiple range when
00:08:58
there's periods of strong growth ahead
00:09:00
of us and I think we have that uh the
00:09:01
peers are now trading kind of more like
00:09:03
high 30s uh when you look at the you
00:09:06
know where the brcs and Marvels are
00:09:07
trading on our estimat so I think that's
00:09:09
that's a very reasonable multiple now
00:09:11
they have high margins and they're again
00:09:13
they have these transitional issues that
00:09:14
you're wrestling with all of that can
00:09:16
continue to weigh on the stock we may
00:09:17
continue to hear some data points about
00:09:19
the the older Products Manufacturing
00:09:21
starting to slow down but but black was
00:09:23
really robust and the demand they have
00:09:26
uh is is very strong yes all right so
00:09:28
what we just saw from this clip is
00:09:30
basically 2025 is trending for an up
00:09:33
Market that was the analyst's opinion um
00:09:35
from Morgan Stanley he says 2025 is
00:09:37
going to be fire we've seen that from
00:09:39
multiple analysts and by the way this is
00:09:40
not rocket science guys the higher the
00:09:42
stock goes the better it performs other
00:09:45
analyst realize that they are stupid for
00:09:47
not being bullish on the stock so I'm
00:09:49
planning to see more and more analysts
00:09:50
come out and say hey I'm also bullish
00:09:53
because it's kind of like a cycle all
00:09:54
right so when a bunch of analysts have a
00:09:56
price Target on Nvidia 80 bucks 75 bucks
00:09:58
and Nvidia is at 1 30 they have to
00:10:00
change their price Target otherwise they
00:10:02
look dumb so they need to go up and as
00:10:04
more analysts go up they start to copy
00:10:06
each other so this is a cycle and I
00:10:07
expect this to continue to happen in
00:10:09
2025 now we also saw the Morgan Stanley
00:10:12
analyst mention that the product cycle
00:10:14
for NVIDIA is a little bit difficult
00:10:16
with Blackwell however they do have a
00:10:18
strong product cycle in general so in
00:10:20
2025 we should see a lot more of that
00:10:22
come to fruition now the Morgan Stanley
00:10:24
analyst did see the stock above 150 I
00:10:26
think that is way too conservative for
00:10:28
me I see the stock at $180 per share and
00:10:31
you know if I'm taking a look at
00:10:32
opportunities in the market that have
00:10:34
the most upside for the level of risk
00:10:36
guys it's not about just money okay
00:10:39
anyone can you know buy a call option
00:10:40
and take a huge risk and maybe get lucky
00:10:42
I'm not trying to maybe get lucky I'm
00:10:44
trying to get rich for sure I'm trying
00:10:46
to put you in the positions that are the
00:10:48
most likely to build your wealth without
00:10:50
you know having any adverse effects
00:10:52
because a lot of people can buy like
00:10:54
really risky and high volatility stocks
00:10:56
sometimes you win sometimes you lose
00:10:58
that's not what I want I want to win and
00:11:00
put the most odds in my favor as
00:11:03
possible I'm trying to be a casino I'm
00:11:05
trying to put the odds in my favor so I
00:11:07
can build wealth for sure and when I do
00:11:08
my one-on-one coaching with my students
00:11:10
I see a lot of success stories
00:11:11
especially right now I have so many
00:11:13
doctors lawyers Engineers Pilots these
00:11:16
guys are making more money in the option
00:11:18
market right now with my plays than
00:11:20
they're making in their full-time job so
00:11:22
this is a no-brainer market to continue
00:11:24
to build wealth and I said this in a
00:11:26
prior video let me tell you one more
00:11:27
time because you need to understand this
00:11:29
if you make a lot of money right now you
00:11:31
are not going to care when there is a
00:11:33
correction because it's like reaping a
00:11:35
harvest if you're going to be a farmer
00:11:36
and you have a lot of fruits and a lot
00:11:38
of veggies all you have to do is pick up
00:11:40
those fruits and veggies freeze some of
00:11:42
them for the winner so when the tough
00:11:44
times come you can weather those tough
00:11:46
times it's as simple as that guys that's
00:11:48
why right now this is a huge opportunity
00:11:50
and I'm building a lot of urgency for
00:11:51
you to take action because I've grown my
00:11:53
portfolio multiple six figures per month
00:11:56
and you can do the same telling you as
00:11:58
you guys know you can always hit the
00:11:59
first link in my description I do have
00:12:01
some more spots in my one-on-one
00:12:02
coaching but let's continue on with the
00:12:03
video because what I want you to
00:12:05
understand is that AMD I said is a
00:12:07
fantastic leap opportunity play what you
00:12:09
want to do is you want to purchase some
00:12:11
leap options on AMD now be smart you
00:12:14
guys need proper risk management you
00:12:16
can't just dump all your money into leap
00:12:18
option and think okay my portfolio is
00:12:19
going to go to the moon no what you have
00:12:21
to do is put 3 to 5% of your money in
00:12:24
AMD or into Nvidia you need to have
00:12:26
proper risk management and it does
00:12:28
depend on one by one basis because if
00:12:30
you have a bigger portfolio then you
00:12:31
should have less of your money and leaps
00:12:33
and if you have a smaller portfolio then
00:12:35
you can afford to take on more risk
00:12:36
because you basically need more risk to
00:12:38
leverage up your portfolio to have
00:12:40
faster growth so I want to conclude this
00:12:41
video by saying that I agree with Tom
00:12:43
Lee and based on my own research what
00:12:45
I'm doing every single day spending
00:12:46
multiple hours on Research putting my
00:12:48
students in the best place to make money
00:12:50
I agree with Tom Lee that this is a
00:12:52
buying opportunity for almost every
00:12:54
stock in the market that has pulled back
00:12:55
for many stocks in this market
00:12:57
especially AMD and Nvidia especially the
00:12:59
AI companies however I would be cautious
00:13:02
right now on Adobe and meta what I'm
00:13:04
seeing right now is there are some risk
00:13:06
on the table when it comes to Adobe I
00:13:08
just don't see a strong support where a
00:13:10
lot of investors are jumping into the
00:13:11
stock I see continued negative momentum
00:13:13
same thing with meta I think there is
00:13:15
some demand same thing with meta I think
00:13:17
that this is a fantastic company but in
00:13:19
the short term I see some weakness in
00:13:21
the stock so I would be careful with
00:13:23
those two stocks I would have you know
00:13:25
Clear Sight on the stocks that I
00:13:26
mentioned in this video and then the
00:13:27
other companies that I've covered I'm
00:13:29
still holding and I still have a lot of
00:13:31
belief in this market I think we're
00:13:32
going to continue to make money hand
00:13:34
over fist I'm going to keep making those
00:13:35
fruits and veggies and I'm going to
00:13:36
continue to freeze them for the winner
00:13:38
because when tough times come we take
00:13:40
advantage we take advantage of
00:13:41
opportunities like this so I want to
00:13:43
encourage you guys to be smart Don't
00:13:45
Panic don't sell and understand that
00:13:48
this is a long-term game where we're
00:13:49
building a ton of wealth and we're going
00:13:51
to continue to build a ton of wealth if
00:13:53
we play it right okay if we adjust to
00:13:55
the market if we understand the market
00:13:56
and most importantly if we dollar cost
00:13:58
average the high high quality companies
00:14:00
that are going for reasonable valuations
00:14:02
if you want to learn how to become a
00:14:03
better investor and you actually want to
00:14:05
scale up your portfolio understand risk
00:14:07
management understand momentum
00:14:08
understand Delta understand all the
00:14:10
things that I cover in this channel make
00:14:11
sure that you're subscribed to this
00:14:12
channel as I'm going to continue to give
00:14:14
you the best knowledge and level up your
00:14:16
option trading if you want a full option
00:14:17
trading course for free the best course
00:14:19
on entire YouTube I actually have a
00:14:21
4-Hour free course I'm going to put up
00:14:23
on the screen right now you guys can
00:14:24
check it out I'll catch you guys in the
00:14:25
next one
