🚨BREAKING Market Update: Expect the Great Market Flip (VERY SOON)

Welcome to the Saturday news roundup and boy do I have a lot for you today. There are five main themes driving potential explosive gains into late 2026 and I'm going to go over those and one company stock in each one that I think might crush it. Along with that, I have some juicy news over this past week that's going to absolutely affect the market moving forward. >> It's scary. It's particularly scary when you have nine countries or so with the nuclear weapons and people working on something even more lit. We haven't dealt with this. We don't know what's going to happen. >> Now, if you invest too much into risky positions right now in 2026 that just seem like they're just never going to stop going up, that leaves you at high risk for a potential huge crash and that could really hurt the portfolio. But on the flip side, if you're too conservative and you're not taking part in some of these things that are high growers or some themes that will grow very much, you're at risk of not letting your portfolio grow as much as it possibly could. Inflation also ticked up recently and Trump just met with China. All the while, we still have a war brewing and Iran possibly making nuclear weapons during this ceasefire. How should we invest in the event of the great market flip? One of the best things you could do in a shaky situation like we're in right now is surround yourself with other like-minded investors that'll keep you accountable, but also that's going to keep you sane. My Patreon group is exactly that. And we have over 600 members with a live group chat daily talking about what's going on in the market, what people are buying, what people are selling, and I want to give you one year of my Patreon for free. Here's how you can win. I have a free newsletter that goes out every two weeks on Mondays. It'll always be totally free and gives market insights, stocks I'm watching or buying, and all the news you need to know in a very concise, simplified way. Go to the link right now down in my description for the free newsletter. Sign up for that and by the end of this month in May, I'm going to choose one person and that person's going to get one year free of my Patreon and I'll announce the winner live right here on YouTube. All right, let's get right to it. My name is Nolan Goa. My students call me Professor G and I made this channel to make investing simplified. Remember that all investing carries risk. So do your own research. This is not financial advice and I'm not a financial adviser. So I want to tell you the biggest five themes that I'm seeing and that I mean pretty much all analyst consensus agrees with and also specifically five specific stocks, one from each one of those themes. But first we definitely need to understand literally what's going on in the stock market. Like seriously, it's insane. As a finance professor, the numbers that we're seeing, the ratios that we're seeing are literally insane. Warren Buffett talked about this recently, and a channel called New Money put together his clips and also has a couple pieces of information that I thought was just genius. Really well done. And so, I'm going to show you a short clip from that. You definitely need to understand this. And also just remember that Berkshire Hathaway is holding about $400 billion dollar worth of cash just off to the side ready to be deployed at some point. And a lot of people are wondering why is this not being deployed now? It's obvious that certain AI and certain quantum computing and other things are just shooting through the roof. Why aren't they taking any part of this? Well, straight up, the stock market's just way overvalued. And I'll show you the exact numbers here. But also, I'm curious and want to know your thoughts. Are you investing right now? Are you waiting for a dip? Are you just dollar cost averaging through? Go ahead and throw that in the comment section down below so that others can learn from what other people are doing at this point. >> Fair enough. When you look to the ways that Buffett values the stock market, you know, they all scream that the market is really expensive. Take the Schiller PE value for example. I've spoken about this one a fair bit recently. This is like a big price to earnings ratio for the S&P 500. So the higher the number rises, the higher multiple of earnings investors are willing to pay to own the market. So in normal conditions, it's around 18 to 20, right? 18 to 20 times the S&P 500's earnings as a price. Well, I was actually talking to one of the guys I caught up with in Omaha this year, Ben, and he was showing me that right now the Shilipe is at the second highest point it's ever been in history behind the dot boom. And it's now actually very close to passing that peak. Another indicator Buffett always looks at is called the Wilshshire GDP, which compares the market cap of the Wilshshire 5000, which is a total market index with the GDP of the United States. So, it compares how much investors are valuing companies versus how much the economy is actually producing. Now, for this metric, when it gets past 120 to 140%, investors start worrying. They worry a lot that the market is getting really overheated. And today, well, we sit at a number around 230%. We have never seen this metric so high ever. These are so important for you to consider at this point. But also understand that you are not Warren Buffett. You're not Birkshire Hathaway. Just because they're doing a certain something doesn't mean that you need to be doing it that way. Buffett's even self-aware and understands that he actually sees that he doesn't even understand some of the technology that's been the top earners in this year. It's a big reason why they haven't taken a stab at the AI world yet. >> Is it when you look around it's just prices are too high at this point. I would imagine there Greg said this from the stage too. There are businesses that you like just these >> prices and I would say I understand fewer of the businesses as a percentage of the whole than I did 10 years ago. I have not learned new industries for some years. So I don't kid myself on that. I'm I'm not going to learn. I'm not going to have an edge on a whole bunch of younger people that have actually grown up with them use the product. But you don't have to understand too many of them like Apple. So, let's talk about some of those newer technologies that are shooting straight up and don't seem like they're going to end anytime soon. I'll give you the industry and one stock that I like very much within that industry. So, the biggest themes driving potential gains into late 2026 are AI infrastructure and power, quantum computing, robotics or physical AI, space infrastructure, and data center expansion. For AI infrastructure and power, I really like Nibius Group. This is one of the more aggressive AI infrastructure plays. Revenue recently surged nearly eight times year-over-year as demand for AI cloud capacity exploded. The company's investing billions into GPU infrastructure and power capacities to support hyperscaler demand. If AI spending remains strong through 2026, Niveas could become a major beneficiary. For quantum computing, I really like ION Q, one of the leaders in quantum computing with strong partnerships and growing enterprise interest. The entire quantum sector still early stage, which means volatility is extreme. But if quantum adoption accelerates, ION Q could become one of the defining winners. Recent industry momentum around quantum networking and enterprise contracts has pushed investor attention back into the space. Now for robotics and physical AI, I really like Symbotic, a major automation and robotics play focused on AI powered warehouse systems. The company already works with large retailers and has a huge backlog, giving it strong revenue visibility. If physical AI becomes the next wave after software AI, Symbotic could be one of the breakout winners. For space infrastructure, I really like Rocket Lab. It's evolving beyond launches into a broader space infrastructure business. The bullc case is that the space becomes a true industrial growth sector over the next decade with satellites, defense, communications, and lunar infrastructure all expanding rapidly. And lastly, for data center expansion, I like Vertive, a less flashy but potentially massive AI infrastructure winner. AI data centers need cooling, power systems, and electrical infrastructure. and Vert.v sits directly in that demand wave. Many investors underestimate how important physical infrastructure will be for scaling AI. Now, which of these to invest in or what to invest in overall for your portfolio definitely needs to understand exactly what's going on in economics in general, like macroeconomically. Let's talk about two of the biggest pieces of news from the past week. And number one is inflation and the interest rate hike that might happen because of it. Inflation data came in hotter than expected and bond yields climbed sharply this week. That matters because higher inflation can delay Fed rate cuts or even raise fears of future hikes. The 10-year Treasury yield moved toward levels that historically pressure high growth stocks. The market's now dealing with sticky inflation, higher oil prices, expensive valuations, and whether the Fed stays restrictive longer. On one hand, we're seeing bullish AI momentum. But then on the other side, we're seeing macroeconomic pressure. Number two in the headlines was trade wars, tariffs, and just that whole idea with China as far as talks are coming back into the headlines. Trump trade headlines moved markets again this week. Investors reacted to renewed tariff discussions, export controls on AI chips, and meetings between US and Chinese leaders. Semiconductor stocks especially are sensitive because China remains a massive buyer of AI hardware. The market's watching AI chip export restrictions, potential new tariffs, US China relations, and supply chain disruptions. This is especially important for companies like Nvidia, AMD, and other semiconductor names tied to global AI demand. Overall, the market right now is being driven by one huge theme, AI optimism versus inflation and geopolitical risk. Right now, more than ever, there's just craziness going on in the market. And it's important to surround yourself with likeminded investors that can help keep you accountable and, like I said, keep you sane. Remember to sign up for that free newsletter down below, and that could get you a free year into my exclusive Patreon group. For now, watch either of these two videos to keep you going strong in investing. And remember to keep investing simplified.