The content warns of an impending "Iran shock" that will significantly disrupt the global economy and financial markets, leading to a potential crash. However, it argues that this crisis presents a unique opportunity for savvy investors to build generational wealth by strategically investing in resilient companies poised for long-term growth.
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The Iran shock is coming. It's bigger
than people understand. It's bigger than
media explains. It is absolutely going
to be insane and it's coming for you and
your portfolio. And unless you prepare,
well, you will be in that large group of
investors that will absolutely get wiped
out. However, there is a small minority
of investors, a tiny little minority
that knows exactly what to do, how to
prepare for this, how to set up, how to
defend their portfolio. And not only
that, they also know how to use what's
coming, the chaos that's about to erupt
to create generational wealth, which is
exactly what I will show you in today's
video. Don't click nothing, don't smash
nothing, don't buy nothing. Just listen
to me very carefully. I'm about to blow
your mind. I'll show exactly how we prep
for this and how we're going to create
massive gains because of what's coming.
Now, look, right now, we have oil prices
going up. When oil prices go up, that
creates inflationary pressure on the
economy because normally thing cost X to
transport, things cost Y to produce. But
now that's doubled because oil prices
have essentially doubled. And as higher
the oil prices will go, the higher the
price of production and transportation
and the higher the prices at the store
are, the oil brings up inflation. And
when inflation goes up, that brings down
macroeconomics. Jobs go down, people
don't buy as much. And then you have the
boogeyman, stagflation, unemployment,
and also at the same time, high
inflation. And when oil causes
stagflation, the Fed cannot help. I'll
show you in a second why. And that
causes massive crash. It's literally the
scenario that everybody are terrified
of. But there's no reason to be afraid.
I'll show you why. Because most smart
investors that have been around the
block once or twice, they know this
chart by heart. Now, this chart is quite
simple. The market does this again and
again and again and again for more than
a hundred years. Wax on, wax off without
any delays. This thing plays out again
and again and again, non-stop. And it's
going to keep doing that. Whether the
reason is the Iran war or the bare
market of 2022 inflation or the subprime
crash of the mortgage back securities or
the dotcom tech crash of 2000 or the
pandemic of 2020, there's going to be a
different reason every time, but this is
going to play out again and again and
again. A crash and a collapse does not
scare smart investors. It excites them.
Warren Buffett famously said, "When
everybody's bearish, I'm bullish. When
everybody's bullish, I'm bearish.
Long-term investing means that you live
for this. You live for this. You want to
be buying when there's blood on the
streets. Even if some of this blood is
yours, that's okay. But the thing is,
you can't be blindly buying. I mean,
what you going to buy? I'm going to get
to it. Don't worry. In this video, I'll
show you my entire shopping list. And I
will show you the logic behind it. I
will show you every single stock I think
will do this once the Iran shock
actually hits. Trust me, this is about
to get interesting. Now, before we do
so, we have to talk about the
foundations of this. Now, financially
speaking, of course, I just want to
explain what's going on. Now, it's not a
bad thing. It just is. It is what it is.
When oil prices spike, macroeconomics go
down because things become more
expensive. But also because oil prices
spike, inflation goes up, which means
the Fed is not able to cut rates to help
the economy, which means that consumers
get squeezed. The middle class always
gets screwed. Small, weak businesses
that don't have a lot of fortitude, that
don't have a lot of strength get wiped
out. Survival of the fittest. This is
their winningian. Okay? But also strong
businesses that will survive this will
go up exponentially once this is over.
Which is exactly what happened to
companies like Amazon in the dotcom
crash. Now Amazon actually survived two
crashes. Do and then subprime. $2 per
share in 2008, 18 years ago. Not even
two decades passed. It's now at 255.
Why? Because a strong business. It got
absolutely annihilated but survived.
Survival is the key term. If a great
company survives a crash, it will become
a generational wealth creator like
Amazon. My strategy is not to chase oil
because a lot of experts are saying,
well, just buy oil. Oil is going up.
Yeah, sure. For how long? 3 months, 6
months, 12 months. We're talking in
decades here. I'm talking about how to
build a portfolio for the next 10, 15,
20 years. Well, it's going to come up.
All is going to come down. It's going to
do the cyclical thing again and again
and again. Oil is always going to be
playing between 60 and 70, 100, 120, and
sometimes in extreme cases 140, and
sometimes in extreme cases 30 or 40, but
it's always cyclical. Oil is cyclical.
I'm not going to be chasing oil. I'm not
a trader. There's no point in holding
oil for the next 10 years. It's not
going to get me anywhere. Same with
commodities. Okay? Also, going 100% cash
is silly. silly because you're just
buying yourself an 80% inflationary loss
of your purchasing power over the next
25 years. Also gambling on defense
contractors. Sure, they'll be good for
the next what year. Same with defensive
stocks, not defense. Defensive telecom,
healthcare, consumer staples. Yeah,
they'll go up in times of crisis.
They'll go down when things are good.
None of this is a good long-term
strategy for the next 10, 15 years. What
you want to be doing is buying quality,
buying the winners, buying the winners
that are going to go crazy over the next
10 years and using the weakness that the
market is going to provide you. When the
entire market is going to bring these
companies down, you'll get to buy them
cents on the dollar. Literally, what we
did with Palanteer when we bought it at
six and now it's 150 and it used to be
200 just a few weeks ago. Maybe it goes
back to 200 and maybe goes back to 100.
We don't know. But the thing is, I'll
show this at the end of the slides. What
dominates these things isn't so much the
news and the hype cycle and the noise.
That's all short term. In the long term,
no matter what happens with this crisis,
the best companies in the world will
come out and they will grow like crazy
and you might have the chance to buy
them at cents on the dollar, which is
the most beautiful thing about it. Now,
if you take a look at this thing right
here, who are these companies? Okay,
let's put it in perspective. Number one,
companies that provide reliable power.
Of course, that matters, especially when
AI is the most power- hungry sector
we've ever seen. Companies that do AI
infrastructure, the picks and shovels,
companies that help productivity and
automation, essentially anyone who helps
us function better in this chaotic
world, despite the high oil prices,
despite the geopolitical uncertainty,
companies that can do that will do very
well. I want to talk to you about the
first batch here. Okay, the first batch
has to do with these things I want to
show you. Okay, we have seen the stock
market do a lot of crazy things over the
past 25 years. We have seen the stock
market do this and this and this and
this over the past 25 years. We went
from 1500 to 7,000 despite some of the
most biggest outliers we've ever seen.
For example, the stock market went for a
whole lost decade right here from 2000
to 2010. Something that has a 5% chance
of happening. Well, it also did a COVID
mini crash of 60 days, something we
don't see often as well. And then it did
one super average in 2020 where it
literally hit the market 10 months,
which is literally the average. All of
this doesn't matter because 1,500 to
7,000, that's all I care about. 25
years, you've done this. Okay? Simple
crashes are not your problem. Crashes do
not end portfolios. What ends portfolios
is inflation, folks. At the same time,
inflation was 80%.
Past 25 years, you have lost 80% of your
purchasing power. Your dollar is now
worth 20 cents. Congratulations if you
just sat in cash. You felt safe. You got
cooked like a lobster. Instead, you
could have made 350% despite the last
decade. Crashes do not kill portfolios.
Inflation does. And impatient,
irrational, impulsive behavior does.
What is the biggest trend in AI? Right?
We talked about picks and shovels,
right? Number one, it has to be energy.
We cannot build a super portfolio for
the next 10 years without having energy
in it. But you want to have energy in it
that's not cyclical. Something that's
going to compound along with technology,
not the stuff that are going to go up
and down, up and down along with oil
prices. That's useless. So that's why
I've added three stocks to my top stocks
list over the past couple of years.
Number one was CG in March of 2025. It's
up 40% since then. Number two was VRT on
June of last year. It's up 200% since we
added it. And Bloom Energy, we just
added in February 2026. It's up 44%.
Now, these three companies, and I have
individual videos on all of them that
will show you why, but these companies
essentially offer you an escape from the
pressures of the oil prices and the grid
and all this stuff. CG is all about
nuclear, VRT is about cooling, and Bloom
Energy is onsite production. that's not
grid dependent. All of these things will
be super relevant for the AI super
cycle. Now that's energy, but there's
also another problem that's kind of
brewing in the background and that
problem is memory. As AI becoming more
complex and we're asking to do more and
more and more, we need agents, super
agents, we need more context, we need
more memory. And as we become 10x more
complex in the stuff we ask AI to do, we
need 10 times more memory. But we've
never set up for that. Just like we
haven't had the setup back in the day
with GPUs didn't have enough. We don't
have enough memory. And the companies
that currently hold the market, in fact,
there's literally three companies that
hold 90% of the entire memory market.
They will print money for the next 5
years because no matter who decides to
jump in the memory production market,
and I'm sure some companies will, it's
going to take at least five years to
build production up to the level that we
need right now. So for the next five
years, these three companies will
dominate and these three companies are
by no particular order. Micron, SKHEX,
and Samsung. Now, I'm not particularly
fan of non- US stocks, so I'm not really
on this. I don't care. I love US-
ccentric portfolios, and Micron is it.
Now, we talked about Micron. We actually
added it to the top stock list, and it's
down 50% since we added it. It's a solid
pick, and I'll show you why. It's geared
towards the AI super cycle. Because
beyond the great fundamentals, you can
see here as we took it from Stock MVP,
the revenue growth of 45%, the free cash
flow growth of 3,000%. It does the stuff
that AI need, which is high bandwidth
memory. That's the focus. That's
literally the type of memory that AI
data centers need. It's the perfect US
company to have in your portfolio to
address the bottleneck that is memory.
So, we talked about energy, we talked
about memory, it's time to move on to
number three.
Number three is all about production.
Okay, production, production,
production. Nvidia and AMD both solve
the GPU problem. Still a massive
bottleneck. Nvidia is up 1300% since we
added it. AMD is up almost 300% since we
added it. ASML manufactures the
lithography machine. It is a monopoly.
It's the only company that produces
machines that actually build
semiconductors. TSMC is literally
monopoly that builds the actual semiconductors.
semiconductors.
150% since we added 200% since we added
ARM and cadence are the software side
the design side and AET is connectivity
up 331% since we added it all of these
are featured in my videos go back and
watch them I explain the thesis very
very clearly not going to repeat it here
but this is my production portfolio
sleeve okay now production and the cycle
is super important in regular times it's
more important in chaotic times and
times of uncertainty this group is going
to way more important with the
geopolitical chaos you have brewing
right now. And of course, we have these
guys. How do you make decisions in time
of chaos? How can you tell what's going
to happen with your supply chain, with
geopolitics, when anything is going
crazy? Well, literally, Palunteer is the
only company in the world that helps you
do that. Okay? It's a company that helps
you make decisions in time of chaos.
That's why it's up 1300% since we added
it to the top stock list, my flagship
stock. Okay? But crowdsack does the same
thing with cyber security. That's why
it's up 150% since we added it. Okay,
you have data dog and MongoDB on the
database side, on the visibility side,
monitoring side. You have Oracle with
database, Microsoft on the cloud side,
Google on the cloud side, and of course
Amazon, but I featured it in a different
category, but Amazon will be on this
list if it hadn't been in the other
category. Let me show you what I mean.
So, I've also added Amazon here because
I think it fits here better, which is
the automation and real world
productivity. Okay, obviously you've got
Tesla with robotics which is going to be
massive. FSD which is going to be
massive. Okay, Meta is the best
advertising platform in the world and
getting better and cheaper. Amazon has
this unique mix of both the AWS but also
the retail database and the retail info.
And so is the best financial play in the
entire world right now. Maybe along with
Robin Hood I would consider putting
Robin Hood hit but basically SoFi has
been on our list for a long time. It's
done 160% since then. Amazon's up 65%.
Met is up 99% and Tesla's up6% since we
added it. Now the thing with Amazon
literally did nothing by the way over
the past five years while the company's
gotten better. This is probably one of
the most lucrative opportunities right
now in the stock market. But all of
these are absolutely terrific,
absolutely great. I would do an
honorable mention here for Robin Hood
which I think has the place to be here.
And in second thought, let's just add it
right now just so Robin Hood fans do not
get insulted. Okay, Robin Hood as well.
Okay, now let's move to the next one. Okay,
Okay,
so the next one is how do you combine
all of this stock list and Robin Hood
into this one big portfolio? Well, the
strategy number one has to be that you
have to continue the DCA framework that
we built because having the right
companies doesn't mean that you have the
right system. Okay, if you need that
framework, I'm going to put it right now
in the description in the link. My
entire DCA doubled down system is yours
for free. Get the link from the
description and watch it after this
lecture. Okay, that's number one. Number
two, you have to have S&P 500 core in
your portfolio. A large chunk of S&P
500. Do not sleep on that. People think
they can outdo the S&P 500 with
individual stocks only and they usually
end up losing. Never take margin, no
lending, no debt. Never do for more
panic buys and buy slow, slow, slow,
slow. You never know where the bottom
is. This can take a long time. You want
to have enough patience and money to go
through a long buying process. Okay, all
of these stocks combine five elements
that you need to be looking in the stock
that you want to add right now. Okay,
number one, it's not just about energy.
Number two, it thrives in chaos. Okay,
palunteer, right? Number three, it
offers certainty and stability in
uncertain times. Palunteer, it's a part
of the mission. It's mission critical in
ways that cannot be undercut. Palunteer.
It's the best in class and fundamentals.
Again, Palanteer just to give an
example. But every time I say Palunteer,
you take a drink of water. How about
that? Okay. Now, let me show you why I'm
not stressed at all about the coming
shock that's coming out of this. Because
at the end of the day, I know this
chart. And this chart is very, very
simple. The blue ones represent bull
markets, red ones bare markets. Whatever
happens, it's going to be red. And
historically speaking, since 1933,
almost 100 years ago, the bull market
are a lot longer, a lot bigger, and a
lot more significant. If you could just
hold on and not get scared and not let
this screw up with your wallet, you'll
be fine. Always going to be wars, always
going to be pandemics, crashes, and
various reasons why you should sell. But
every time that this happened, the S&P
kept on going up nonstop. But it's going
to keep doing that as well because the
world doesn't stop. Chaos, pandemics,
wars, crashes, recessions, depressions,
all of these happen all the time. And
yet the stock market goes up. Why? Well,
because of revenues and profits. Two
things. Now, people told me back in the
day, hey Tom, why are you buying
Palunteer? Look at the high PE ratio.
Look at the insiders selling. Look at
Oh, it's not even generating AI. Oh, it
has too much government. It has not
enough government. Remember that Kathy
Wood thing? Not enough government. Oh,
the competition is coming for it.
Nonsense. The only thing you should be
looking at is this. You know what this
is? This is the revenue development and
the margin development of the company
over the past five years. That's the
only thing that matters in the long
term. Okay? All this noise is
It's irrelevant. The only thing you
should be looking at what's going to
happen with gross margin, net income
margin, operating margin. If it's going
to do this and continue to climb over
the next 5 years just like it did over
the past 5 years, the price is going to
go from $6 to $200, which is what it
did. And then some noise going to
happen. It's going to drop to 145 where
it is right now. And then it's going to
continue to follow earnings and follow
margins. No matter what the noise is
longterm, the only thing that matters is
operating margin, net income, gross
margin. That is it. Okay. Now, what I
want you to do next, three things. First
of all, go to the description right now.
Get my DCA guide. Learn the system. It's
free. I'm giving it away. Learn how to
double down, how to DCA, how to manage
the entire process. Number two, go get stockp.com.
stockp.com.
We're moving to stockp 2.0. You will be
automigrated, but if you sign up today,
we're launching on May 9th. You will get
to save all prices, which are 50% of the
new price. We're doubling the prices.
And of course, if you want to become a
better investor, check out Rock Academy.
Now, Rock Academy is where we have
32,000 members right here. Not because
of my beautiful hair and not because of
my jokes. It's because I teach systems.
I teach how to think, how to teach how
to do your own research. I build
superstars and superheroes in investing.
People who understand long-term
investing, who cannot be moved, who
cannot be scared, who cannot be FOMO
panic. I build good investors. And if
you want to be in that group, join us.
Would love to have you. A few spots left
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