Once in a Lifetime Opportunity Is Coming in The Stock Market

Right now in the stock market, believe it or not, you have a once-in-a-lifetime opportunity that is coming. The question is, do you want to benefit from this, or do you not want to benefit from this? I'm going to assume if you're watching this video, you want to benefit from this once-in-a-lifetime opportunity that is coming right now. And the time to prepare for this is now. And no, I'm not talking about something that's going to happen in 5 years from now. I'm talking about something that is literally going to happen over the next 12 months. What you're seeing on screen is the average S&P 500 performance in the 12 months before a midterm, and then the 12 months after a midterm election. Now, this is partially because of the midterms, but the other part of this is what's actually happening in the stock market right now, and specifically with the AI trade. This is not a once-in-a-lifetime opportunity in and of itself. You have midterm elections every couple of years. What's happening in the markets at the same time you're heading into a midterm is what actually makes this a once-in-a-lifetime opportunity. Now, I'm assuming if you're watching this video, you probably have no idea what I'm talking about, and good for you, you stumbled across this video. It will help you make a lot of money in the next 12 months. But remember, these are my opinions, and I do make strong opinions. I will tell you that. I'm not a financial advisor, I'm not a financial planner, and this is not a recommendation. But I will also tell you in the trading community, which is linked down below in the description of today's episode, we are up 99.2% year-to-date. We are outperforming the best hedge fund return year-to-date by almost 30%. The best hedge fund is up 72%. So, I'm I'm I'm speaking of what I'm actually doing. Like, I'm not talking about this stuff and I'm not applying it to my investing journey. Like, we are actually capitalizing on this already, but I think we are in the very early innings of this massive shift. Ladies and gentlemen, before we get rocking and rolling here, get into the meat and bones of this video, do me a quick favor and hit that like button for the YouTube algorithm to help push this video out to more people that need to see it and consider subscribing to the channel if you guys find value out of this video and hopefully some perspective. Okay, so again, I want to be very clear. I don't think this is a once-in-a-lifetime opportunity simply because we have a midterm election, right? Let's Let's talk just expel the obvious here. You have midterm elections every couple years. No big deal. Who cares? But, it's actually what's happening in the markets right now and mixing that with the historical pattern of a post-midterm rally that actually is so exciting. Before we get into what's actually happening in the markets right now, I think to really benefit from this, you have to understand um Stanley Druckenmiller. Now, I'm like a Stanley Druckenmiller fanboy. Okay, um he he he's a very unique individual in the investing world. He really goes against a lot of conventional wisdom. It says here, "Billionaire investor Stanley Druckenmiller is famous for concentrated position sizing, forward-looking market strategies, and rigorous trading discipline." He says, "Put all of your eggs in one basket and watch the basket very carefully. The greatest investors make large concentrated bets where they have a lot of conviction. They're not buying 35 or 40 names and diversifying. When you have tremendous conviction on a trade, you have to go for the jugular. It takes courage to be a pig." On forward-looking, and I think this is this is really where you'll find a lot of value. Yeah, I only like to own between five to 10 different stocks. I like to put all of my eggs in one basket. That's not going to be for everyone, okay? Um but, quote, the biggest mistake investors make is they invest in the present rather than forward looking and looking at where the puck is going instead of where the puck is. Boom. If you understand that quote right there, you will make millions of dollars way faster than you ever thought possible in the stock market. Why? Because the markets, they almost exclusively focus on current conditions. Whether it's the capex cycle or whether it's a a specific company. Let me Let me give you an example. AppLovin. AppLovin has been completely annihilated since their last earnings. AppLovin, they are six x-ing their total addressable market. Well, on earnings last quarter, they came out with 1.92 billion in revenue. Wall Street was expecting 1.94 billion in revenue. Wall Street, they're focused on literally the numbers that were just put up in the last three months. They're not even thinking about what the numbers are going to look like six months from now, nine months from now, and the opportunity that is ahead of AppLovin. So, if you can understand and kind of ignore what's currently happening or learn to filter through the noise and the reality of what a company is currently doing, you're going to find that Wall Street really doesn't invest. Nobody's investing on Wall Street. The guys, the hedge funds, the institutions that move stocks, they are trading. They are chasing returns for their clients on a short-term basis. And this is really where you win as as investor. You can look at AppLovin and see the the new opportunity that the company is opening and say, "Huh, stock's down 50% in 3 months. It trades at a 0.5 PEG. It trades at 15x 2027 earnings, 15 PE multiple, growing revenue at 53% in the latest quarter. Uh yeah, there's an opportunity, right? And a massive one at that. But again, you almost have to fully disregard what's happening right now. You have to be thinking about the next 12 months from now. Whether or not the company is going to beat expectations over the next 12 months. Again, Stanley Druckenmiller here says, "Everyone sort of lives with their rulers in the past and doesn't look at coming changes." Stanley Druckenmiller said this like 30 years ago. And it still applies perfectly for today. If investors were really looking at the future AppLovin is literally going from a $100 billion total addressable market to a $600 billion total addressable market. That happened on June 13th, I believe. They opened up their web portal to everyone. Literally uh 2 months ago. Nobody's thinking about what the future of AppLovin looks like. They're thinking about what right now looks like and a $20 million miss on earnings. So again, the point that I'm going to make here is if you are forward-looking at a moment like now and can understand what we're going to talk about in the next 5 minutes of this video, that is your once-in-a-lifetime opportunity because there is a massive disconnect between what Wall Street is worried about right now and what's actually going to happen 6, 12 months from now. So again, I used AppLovin as the example there, but what I'm really talking about is the shift away from hardware into applications. The new AI trade is robotics, automation, AI software, and cybersecurity. These are companies that stand to benefit immensely from AI. But look, they're not the first winners from AI. They're not the first companies that see a lot of demand from AI. They're the second, third-tier derivatives from AI. So, what does that mean, right? When ChatGPT the ChatGPT moment happened, everyone's been rushing out to buy GPUs and build data centers and all of that. So, the companies that are a part of that trade are the the hottest thing around. Well, now that that's kind of getting played out, the risks are growing. People are starting to shift their focus to who are the long-term winners from AI going to be. If If you sit here and try to tell me that data centers are the long-term winners from AI, I Dude, just invest in the S&P index at this point. Like, you're too you're too far gone, okay? It Never does that happen, right? Look at the internet. The companies that built the internet were not the winners from the internet. The companies that used the technology and built a business around it, those were the winners. Well, when you're dealing with robotics, automation, AI software, and cybersecurity, Wall Street, they really haven't even thought about these companies in the AI context at all, because they've been so focused on chasing what is working right now. And again, these are not the companies that get all of the AI demand upfront. These are the companies that actually benefit as AI is adopted in the real world. Now, a lot of real world companies, they're not using AI. It's very unsaturated. In the coming years, and really over the next 12 months, you're going to start to see a lot more AI usage. And the companies that will benefit from that are really automation, cyber security, AI software. Now, robotics is kind of its own category. That's more like humanoid, something like a Tesla, right? You could say that's maybe a third third-tier derivative of the AI trade. But AI software, automation, cyber security, these are companies that benefit from actual companies deploying the technology. Let me put it to you like this. If AI hardware investments are actually going to pay off, if this is not a bubble at the end of the day, who's actually going to be the big winners? Like, what do you need to see happen? Massive enterprise AI adoption. There's no other way to put it. Who's going to benefit? Automation companies, software companies, cyber companies. And these are areas of the market that via the SaaS apocalypse and you know, hardware stealing the show for the last 3 years, these are areas that have been heavily neglected by the markets. And most of the markets haven't even thought about what these companies are going to look like a year or two from now. But you are starting to see that flip-flop. You're starting to see more people figuring it out. And this is why I think when you have this this massive pivot of people kind of leaving the hardware trade, going into the long-term AI winners, like the real application layers of AI, at a time in which you historically rally again, right before the midterms themselves, but over the next 12 months afterwards, it's coming together at a very opportunistic moment if you understand what we're talking about in this video. If you can actually begin to position for this right now, I think this post midterm rally is really going to be amplified in robotics, automation, AI software, cybersecurity. Now, I get it. There's a lot that is also happening in the markets right now. What's going on with the war with Iran? What's the Fed going to do coming on September 16th? We do still have a bunch of earnings this upcoming week and a lot of economic data, including ISM services PMIs, Challenger job cuts, the ADP employment numbers, you have your nonfarm payrolls and all kinds of things. So, I understand there's a lot of moving parts right now. And as far as do we have a correction in the month of September, I think we probably do if the war with Iran does not end. If the war with Iran does not end, I think we're probably going to have a decent jobs this upcoming Friday. >> You're the odds you are pricing in a rate hike September 16th. I don't know if we're going to get any economic data that supports not raising rates between now and September 16th. We are going to have another CPI report, but is that like it's it's going to be a coin flip heading into September 16th unless the war with Iran ends. If the war with Iran ends, the Strait of Hormuz opens and oil comes down, Treasury yields are going to come down, inflation expectations are going to come down, and the Fed's not going to be hiking rates September 16th. So, I think that is a core denominator or variable to whether or not the markets have a correction in September. Long story short, if the war with Iran ends in the month of September before September 16th and we avoid a rate hike, markets are going to have a great September. You're going to start the midterm rally early. If the war with Iran does not end and we get a rate hike, well, you're going to have at least a correction. But, for the sake of this video, again, I don't really think it matters. I think if we do get volatility in September, awesome. You have a buying opportunity to take advantage of what I you know, the opportunities we're going to talk about and the stocks we're going to talk about here in just a moment. If not, well, I I I think the opportunity is still very strong. And again, these are the stocks that I really like right now. And look, some of them have good numbers right now. Some of them, they're improving, right? Most of them have good numbers right now. Most of these companies are actually on fire right now. But, it's over the next 12-24 months where I think they're going to get even better. And then again, as capital shifts from AI hardware into more of your application layers of AI, the true long-term winners of the AI industrial revolution, these companies I mean, they're going to go up a lot more. It's kind of like during during during like a recession, right? If you have a recession or a bear market in the stock market, and a company, you know, is growing revenue or whatever, like there's a certain limit on on that company, right? There's a lot of bears, not a lot of buying activity. Versus, remember 2021? Every company was going up, let alone if you were like a Zoom or something, people were just going crazy over those companies. Because yeah, the numbers were going up, but when the numbers go up during a favorable environment, it like supercharges the stock to move higher. If numbers are going up for a company and doing well during a poor environment or when a sector is out of favor, it's just not going to move the needle that much for the stock. And AI software and and for a while there, cyber, which that's kind of changed, and automation, these have been areas that have not been in favor. So, even though the numbers have been good, the sector has been out of favor versus hardware. Now that the sector's going into favor oh slowly here over the next couple of months, the good numbers these companies put up will supercharge their stocks to move higher. Everyone has FOMO at the end of the day. Hedge funds and institutions, they are chasing quarterly and monthly profit statements for their customers, right? As the tide shifts, it accelerates the upside for some of these companies. So, Apple 11, I think that's a 5 to 10x opportunity, AI software. Zebra Technologies UiPath Rubrik Zeta Global, Tesla, Backblaze, First Solar, Amplitude, Amprius Technologies, that's like batteries. So, all of this is related to the AI trade in one way, shape, or form. And and and most of it directly, automation, AI software, or cyber here. I also really like Zscaler. I've I've talked about them as well. Uh just within the cyber trade as well. If they do come down in September, if any of these companies come down in September, I think uh they are very attractive buying opportunities. I also really like Reddit as well, and I've not been a big Reddit fan, but I do think in an AI world, Reddit could do very well. I mean, something about community um really resonates with people, especially this day and age when our lives are becoming more digitalized, right? MongoDB, which they also report earnings this week, Palantir Datadog Snowflake Zscaler. Again, these are opportunities, I think, that that could do really well over the next 12, 24, 36 months. So, again, the point that I'm making in this video is you are at a pivot point for the the the sectors that have been in favor like AI hardware, it's slowly going out of favor. Automation, AI software, cyber, and robotics, they've kind of been out of favor versus hardware. It's not like they've been crashing, right? They've done well in the last couple of months ever since the SAS apocalypse fears died down. But look at software. Software used to be 15% of the S&P. It's now 5%, 6%, something like that. Basically, everyone's underweight these stocks. Let alone What do you think is going to happen when they all realize, "Oh my gosh, these software companies are actually massive AI winners?" Dude, it's going to be insane. You're at this kind of pivot point where the hardware trade is ending, but the AI, you know, application trade, let's call it robotics, automation, AI software, and cybersecurity has not really been recognized yet. Now, again, mix that with the post-midterm rally that we tend to see. And dude, I think some of these stocks could double, triple, or more in the next 1 to 3 years. And that's what we're focusing on right now. Again, it would take way too much time to dig into all of these, you know, um companies numbers. But like Apple Evans growing 53% revenue. The company says they're going to compound revenue growth at 30% per year. Their AI marketing, right? Zebra Technologies growing revenue, I believe it like 23%, something like that. UiPath growing revenue at like 17%, you know, which these are going to accelerate. Rubrik growing revenue at 38%. Zeta Global growing revenue at 44%. Tesla projected to grow revenue in the 20s over the next couple of years. Uh Backblaze is growing in the high 20s. First Solar, again, I think they're growing in like the the 15% range. Um correct me if I'm wrong there. Amplitude growing at 22%. Ample Technologies battery company growing like 80% year over year. These are companies that are doing very well, just have not really been appreciated. Now, let alone Reddit, Palantir, DataDog, Snowflake, or Zscaler. And again, there's a lot of other companies that are probably great investments as well within the application layer of AI, but that's that's where the tide is going. And again, I just think of this pivot point, it it does represent potentially a once-in-a-lifetime opportunity. Again though, I am not a financial advisor, I am not a financial planner, come to your own conclusions as always. If you guys want to come trade and invest alongside of us, that link is down below in the description of today's episode. Don't be a jackass. Again, not a recommendation, not a financial advisor, just pointing out opportunities when I find them. I I I'll I'll tell you, you know, what a stock's valuation is, what I think the stock's going to do, what numbers I think a a stock's going to do, um how much I think the stock has in upside like what I'm buying, what I'm selling, when I'm hedging, but I can always be wrong. So, you need to come to your own conclusions and understand the companies you're investing in if you decide to join us. With that said though, hit that like button, subscribe to the channel if you guys have not done so already. Have a great rest of your day and I will see you in the next one.