THIS MAY CHANGE THINGS #stocks #crypto‼️

Hey, hey. What's up, good people? And uh good Sunday morning. I do believe that it's uh at the time of filming this, it is around uh 6:00 Eastern Standard Time A.M. Um in the States, I'm still here in Tokyo taking care of business and learning about other cultures and other opportunities. We're going to get in it. We're going to talk a little about a bit about crypto and the stock market as uh a whole and what's happening uh with the war that could change things. Okay, so we're going to get right into it. I'm going to put these big glasses on so I could see. I got this big light right in front of me so you guys could see it. Uh again, it is around six 5 minutes to six. Things may change. The story may change by the time this is posted or by the time you see it, but it could affect the stock market, especially as it pertains to oil and oil stock. Uh, let's get right into it. Iran just sent peace conditions to the US through Qatar. All right. Al Jazzer reported Saturday, September 19th. This is potentially the most significant diplomatic development in weeks. If the US engages with this these conditions, it could restart the stalled negotiations. If Trump rejects them escalation continues. We know that. So, the president is ending a meeting and returning back, I guess, to the White House to see what's going on with this as he was already set. Trump will meet with Gulf leaders next week at UNGA. Okay. And uh so Trump says he doesn't care if Iran uh signs a deal. We we heard that. Okay. We're not going to go over through this other stuff. You know, there was a lot of back and forth uh with the US and Iran and the Gulf ships, all of this which caused oil to spike up. And then of course we had the Fed uh do interest rates. Now, we have PCE coming again, which is the Fed's preferred data. But I do believe that between PCE, the next CPI and PPI reports, then the Fed will make another decision. know this. The governing board of the Federal Reserve was on or should I say in agreement with this rate hike and the market absorbed it. One of them thought, if not a couple, thought he should have went 50 basis points instead of 25 basis points. Okay, so let's keep our eyes on it. We're not going to bore you with the boring stuff. Let's go right into it. All right, guys. We can see here we have the There we go. S&P 500 and we can see over the last day. But let's go let's look at the week in the month. It literally has been climbing in spite of everything that's going on, the S&P over the last week have been slowly climbing. And over the last month, as you could see, we hit these highs and then we have these pullbacks. And these pullbacks are are a nice little pullback. You're talking 2% here, right? And then, you know, it it looks like we were getting higher highs, then we go lower lows. You see here, boom, a low and then a lower low and then a lower low uh for the month. But it didn't happen like it normally does happen. All right. In now that we're in September, and you guys know the data I've brought, I'm not going to bore you with that. But we could go to the NASDAQ, which is tech heavy, and we could see that the NASDAQ has been climbing with the exception of September 16th, just like the S&P 500. All right? And so it's been climbing over the last month. We kind of got the same thing. We hit these spikes, these highs, lows, then we revisit the low, and then lower lows, and then a jump. Now what I expect is is that by Monday if the peace talks continue then by Monday the market could go up because it absorbed the interest rate hike and the end of the war could actually mark a upward trend not only in the stock market but in uh crypto also. Let's briefly look at what big money is putting their money into. All right, we're just going to just gleam over this. Right, the seven sectors where institution money is flowing. Number one, AI infrastructure, but not the spenders, the suppliers. Okay, so you could see here institutions are rotating out of the companies spending 200 billion. So they're rotating out of the big cap, Xbunt uh companies on AI cap, Google, Meta, Microsoft, you know, we talked about those and into the companies receiving the spending uh the picks, the shovels, you guys know how that is being meta remains a broad institutional favorite along the other AI. So Meta is an institutional favorite. So I guess institutions are putting money into Meta. Um AI mega caps but convent uh convictions is shifting towards the supply chain. Ago is a paired alongside Nvidia in hedge funds running AI picks and shovel strategy. Okay. So, we got Avgo and Nvidia. My B my guy uh Kenan Grace, he is real bullish on Nvidia right now. I am bullish on Nvidia long term. A lot of people think Nvidia has peaked out. I don't I don't I believe that there will be Nvidia still has a lot to do with AI and chips and the the big companies and that they I believe Nvidia will have two more stock splits over the next six years or so, right? I believe that they have three more ahead of them. That's how much I believe Nvidia could still run. But it's going to be a game of patience. All right, top names. Nvidia, AVGO, Dale, Annette, uh VRT, SMCI, and Oracle. All right, number two, where big money is putting their uh money into healthcare. Okay, we're not going to go over that. Three, energy, highest cash flow yields in the market. All right, you know what the energy companies are? XOM CVX COP um XLE uh, which is one of the ones. XLE is what we do options on here. We do a lot of options with XLE. We make a lot of money. I'm going to be keeping my eye as far as puts on XLE. If the um story between Iran and the US them coming to agreement that the war will be ending, then Larry will be shorting, ticker symbol XLE. I've made a lot of money doing that. Where my money movers are. All right. Banking. Uh I'm not a big fan of of banks. Defense and aerospace. We Okay, we can see that. Uh, nuclear power. Okay, nuclear power and AI energy. One of my favorites right now is be as far as nuclear is concerned. GE Veno Genova GEV guys, I always mess that up. All right, is one of the ones I'm interested in. A lot of you guys are into VST. Okay. All right, let's keep it moving. Let's go to crypto. Crypto, we can see that Bitcoin is right back to 80. Bitcoin, I believe, is going to be a forerunner for this war if the war starts to end. Even though higher interest rates wreak havoc on Bitcoin, higher interest rates wreak havoc on crypto. But Bitcoin has been holding strong. Uh even with the interest rate hike, I'm actually surprised that Bitcoin is at 80 right now as we speak on it. In the last 24 hours, it's still down by 1%. But over the last 7 days, up as much as almost as much as 5% and if the war comes to an end, I expect it to be positive for Bitcoin and the entire crypto market. Okay, let's keep it going. Let's keep it going. Now, I want you to know this about crypto. I was talking to the to um Kenan Grace Stocks with Josh about this. Many of you don't know this, but you can own crypto through Fidelity through a Roth IRA. There are other ways, and I'm not talking about ETFs. So, Fidelity, Fidelity Fidelity this uh 14-hour jet lag. Fidelity launched the Fidelity crypto IRA. It holds real Bitcoin. Okay. Not an ETF, not the IBIT. Okay. Your existing Fidelity Broker IRA cannot hold real Bitcoin directly. But Fidelity created a separate linked product called the Fidelity crypto IRA that connects to your existing IRA and holds actual Bitcoin custodied by Fidelity Digital Assets and they have it in a coal wallet so you don't have to worry about transferring it. They hold it in a cold storage or should I say a wallet. Okay, a cold wallet. So now you don't have the fear. I do like this. And you you can't just buy it through your Roth IRA. You have to connect their custodied uh Bitcoin IRA, Roth IRA to your existing Roth IRA. Get on the phone. Don't ask me. Call Fidelity. I'll be talking about it more in detail for money moves uh when I get back to the states. Okay? But I want you guys to be aware of that that want to buy in. Of course, I told you guys when I started buying three months ago, I started buying Bitcoin and I'm going to continue to buy Bitcoin. I'm going to probably be buying it from three months ago all the way especially all the way to Thanksgiving, but I may extend it to Christmas depending on the price of Bitcoin and what's going on. I am still extremely bullish long-term. Let's just look at it right now. Since uh February, uh Thursday the 5th of February, we've been in this wedge, guys. We ran all the way up. We fell all the way down, fell beneath here, and just been rangebound. And this is a big range, guys. It's a big range. Okay, this happens every year. It's 32%. This happens every cycle.