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Leaked: Last EASY Wealth Opportunity in 2026

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Leaked: Last EASY Wealth Opportunity in 2026

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1070 segments

0:00

A few weeks ago, on this channel,

0:02

Winston here showed you four small

0:04

stocks before anybody was really paying

0:06

attention. One was Redwire, which this

0:09

one kicked ass and did 63% up. Whoops,

0:13

86% up on Voyager, 69% up on Firefly.

0:18

And that happened in just weeks. And

0:19

today, I'm going to show you six stocks,

0:22

but Winston here believes

0:25

are the last easy wealth-building

0:27

opportunities left in 2026.

0:29

Two of them are backed by billions in

0:32

government money. Two of them are

0:34

invisible infrastructure behind every AI

0:37

company you've ever heard of. And one is

0:40

a cloud giant that Wall Street just

0:42

keeps underestimating. And one, my

0:45

personal favorite, is a stock that

0:46

almost nobody talks about in an industry

0:49

that could be bigger than AI itself. And

0:51

I'm saving that one for last. Oh, and

0:54

one of the six, I just bought it with my

0:56

own money. I'm going to tell you which

0:57

one that is before the video ends. We

0:59

didn't hold you hostage. There are

1:00

timestamps, you can obviously jump

1:01

around. You can read the description.

1:02

So, if you are someone who just wants to

1:04

know the stock tickers, um I wish you

1:06

luck.

1:07

>> [laughter]

1:08

>> Because some of these stocks are

1:10

less risky. Some of these are extremely

1:12

risky. And I'm going to tell you which

1:14

is which according to my humble opinion.

1:17

And I'm going to also show you the

1:18

three-part framework I use to decide

1:21

whether a stock deserves your money or

1:23

it is just hype dressed up in a press

1:25

release. Cuz I strongly believe in not

1:28

giving you fish, cuz they go smelly in a

1:31

few days, but actually teaching you how

1:32

to fish. My name is Felix Brych, I'm an

1:34

ex-investment banker. That down here,

1:37

Winston, come on, sit.

1:39

Sit.

1:40

Sit up. Sit up.

1:42

Good boy. Stay.

1:45

This here is Winston, the brains behind

1:47

it all. And we've taught what, 25,000

1:50

students or something like that, which

1:52

is super, super rewarding. And today,

1:54

I'm going going you the same kind of

1:56

breakdown that I've given you for some

1:58

of the other stocks. Now, does that mean

2:00

these guys are going to go up 100%? No,

2:02

of course not. I'm not a financial

2:03

advisor. I haven't got a crystal ball.

2:05

You got to come to your own conclusions,

2:07

right? This is the most important bit.

2:10

But the video's also going to be pretty

2:11

dense in terms of information, a little

2:13

bit more than some people can process.

2:15

So, I'm going to put the six stocks, the

2:17

real numbers, the real risk to make sure

2:19

it really lands for you all together in

2:21

a full bonus research report which

2:24

covers everything actually plus more

2:26

that we just don't have time for in the

2:27

video. You can download that for free at

2:28

felixfriends.org/sixstocks.

2:29

felixfriends.org/sixstocks. The link is

2:31

in the description

2:35

down below. So, before we dive deep into

2:37

the six stocks, let me show you the

2:39

framework because

2:42

I don't want you to memorize ticker

2:43

lists. I don't want you to buy things

2:45

because some guy on YouTube with a very

2:47

cute dog is talking about it. That's not

2:49

really how we get to financial freedom.

2:51

I want you to understand how to evaluate

2:53

any stock. It's these six here, the next

2:55

six, or whatever comes after that. So, I

2:57

use these three filters here.

2:59

Filter number one, so we're looking at

3:00

growth stocks. Do they have a cash

3:03

runway? Can they survive for a couple of

3:05

years without having to sell more shares

3:08

to raise money?

3:10

Because when a company doesn't have a

3:11

lot of cash and they sell new shares,

3:14

they call it dilution. It means your

3:17

slice of the pie gets smaller and

3:19

smaller and smaller. So, they're the

3:21

Ozempic for shareholders, but not in a

3:23

good way. Just side effects. Filter

3:25

number two is the institutional

3:28

tailwind.

3:30

And what I'm looking for is there a big

3:32

structural force like a government

3:34

spending, new regulations, or maybe

3:37

changing index fund rules like what we

3:39

discussed with SpaceX the other day.

3:41

Does that create mandatory buying

3:43

pressure? I'm not talking about hype.

3:44

I'm talking about situations where large

3:47

pools of money are forced to flow into a

3:50

stock whether it really wants to or not.

3:52

That's That's ticker item number two.

3:54

And item number three is revenue

3:56

inflection. I thought the word

3:57

inflection made me sound smarter. Is

4:00

this company crossing the line from sort

4:03

of interesting to showing real revenue

4:06

growth? Because Wall Street will

4:08

tolerate a money-losing company for a

4:10

while, but the moment revenue starts to

4:13

really speed up, it's typically when the

4:16

big money moves in. And if a stock

4:18

passes all three of these filters,

4:22

it goes on my watch list. If it fails on

4:24

one of them,

4:25

I want to understand exactly why I ever

4:27

put a single dollar into it. So, let me

4:29

show you how each of these six stocks

4:31

scores, tell you the one I bought, I

4:33

tell you the one that's my favorite. But

4:35

before I get into the stocks, let me ask

4:37

you something. And be honest with

4:38

yourself. Have you ever bought a huge

4:41

winner

4:42

too late?

4:43

You saw the stock, you knew it was good,

4:45

you watched it run up, and by the time

4:47

you finally bought it,

4:49

the easy money was already gone. Or

4:51

worse, have you ever held a stock and

4:54

watched your savings just slowly

4:56

disappear into Wall Street's pockets?

4:59

Week after week, red, red, and more red.

5:02

And you keep kept telling yourself,

5:04

"It'll come back."

5:05

And by the time you finally sold, the

5:07

damage was done, right?

5:09

Now, that's not bad luck.

5:11

That's the gap between knowing what to

5:13

buy and knowing how to actually make

5:16

money from it. And closing that gap is

5:19

the single most important thing you can

5:21

do as an investor. And that's why I'm

5:24

going to do something for you this

5:25

weekend on Saturday that's better than

5:27

this video. I'm going to run a live

5:29

free [snorts] session one time

5:32

where I will walk you through the

5:33

playbook that sits behind everything

5:36

about to show you. It's called the

5:38

greatest stock market playbook. And the

5:41

link is in the description down below.

5:43

Go to greatestplaybook.com.

5:45

Grab yourself a free seat, bring pen and

5:48

paper and an open mind and I will teach

5:50

you for

5:51

an and a half two hours Wall Street's

5:54

playbook for exactly what's going on in

5:56

the market right now so you can benefit

5:58

from what's coming in the next couple of

6:00

months and apply it year after year

6:01

after that, right?

6:03

But let's start with

6:05

our stocks.

6:07

Let's start with the most exciting, uh

6:09

the most riskiest uh on our list. Both

6:13

of these stocks are backed by billions

6:14

and government money. Both of them are

6:16

in industries most people think are

6:18

science fiction and both of them could

6:21

either make you a fortune or go to zero.

6:23

So, very, very important to understand

6:25

how to play risk management on this. The

6:27

first stock is called Beta Technologies,

6:30

ticker symbol Beta or Beta depending on

6:32

where you are in the world. What do they

6:34

make? Electric aircraft. Not drones,

6:38

full-size planes, full-size planes that

6:41

take off and land vertically like a

6:43

helicopter. But they fly like a jet.

6:46

They call it eVTOLs,

6:50

and landing.

6:51

I know who came up with that, right?

6:53

Sort of

6:54

the Tesla for the sky.

6:57

Now, let's run through the filters here.

7:00

And if you're wondering where I get my

7:01

data from by the way, we have a Winston

7:03

app which of course Winston here built

7:05

for us. Where is Winston?

7:07

He's down here. Winston, come on.

7:10

Come on, tell us about the Winston app.

7:11

Come on, sit up. Up up up up. Winst Hey,

7:14

sit up. Come here. He's too tired. He

7:16

doesn't want to get up. Uh but Winston

7:18

built an app and we called it the

7:19

Winston app

7:20

and it gives you all that data. Um and

7:23

here if I pull up Beta Technologies, it

7:25

says no score yet. Winston is napping

7:26

which is actually 100% point on which

7:29

because it's a it's a it's an

7:31

early-stage business. But they build

7:33

electric aircraft. Revenue growth is

7:35

there, reasonable, 30% a year.

7:38

They're spending loads of money on R&D

7:41

which is actually what you want in a

7:43

growth company. Um 26% more than last

7:46

year.

7:47

And they have 3 years of cash on hand.

7:50

So, I'm quite happy with that, right?

7:51

Now, looking into the detailed data

7:53

doesn't really work when it's a growth

7:55

company, so I'm showing it to you cuz

7:56

it's kind of a kind of helpful to see.

7:58

And this is a stock that only went

8:00

public in November. And if you love

8:02

IPOs, uh this is a little bit of a of a

8:04

warning signal. It IPO'd around here

8:07

and is presently down 50% from the IPO

8:09

price. Woohoo.

8:11

Um

8:11

now, there is one thing on the screen

8:13

that I quite like the look of.

8:15

And of course, it isn't the fact that

8:16

it's down 50%. It is the fact that the

8:19

stock is doing this. You know, I'll go

8:21

through that in a lot more detail on the

8:22

weekend if you join me there at um on

8:24

Saturday. And I have a low. I have

8:26

another low. I have another low at

8:28

exactly the same place. And I also highs

8:30

in the same place. So, we're trading in

8:31

this

8:33

what I call a heartbeat pattern.

8:35

And that's actually the setup that we

8:36

look for. It's a setup that Wall

8:37

Street's been looking for for 50 years.

8:39

And once you understand that, you kind

8:41

of think, "Well, if we break out of this

8:43

zone here, especially with lots of money

8:44

pouring in, then this could actually be

8:47

an interesting play."

8:48

But in summary, cash looking good. The

8:51

institutional tailwind is this.

8:53

The FAA, the federal agency that

8:56

controls flying things, um maybe not

8:59

UFOs and birds, but everything else,

9:01

they launched a program called EIPP.

9:05

Sorry for all the acronyms. Uh and that

9:07

fast-tracks electric aircraft

9:09

certification. And there were eight

9:11

slots

9:13

available. Beta or Beta was selected for

9:17

seven of them. So, they got seven out of

9:19

the eight slots. Literally no other

9:22

company is is able to do anything else.

9:24

On top of that, they have, as I say, the

9:26

the the money and they have also

9:28

aircraft orders of 3.9 billion dollars

9:33

on the books. And the customers are

9:35

people like UPS, United Therapeutics.

9:38

They've committed to buying 991

9:42

aircraft, 991 of these guys. GE

9:45

Aerospace just partnered with them to

9:47

develop a hybrid electric turbo

9:50

generator that extends their range. Um

9:53

they're also building

9:54

the charging stations. We've got 123

9:56

charging stations they've built cuz

9:58

these planes need to get charged. And

10:00

then the revenue inflection here, this

10:02

part here, I'm just like making an

10:03

absolute um

10:04

kicks breakfast of this chart here,

10:06

aren't I, of this slide. They brought in

10:08

10 million of revenue in the last

10:09

quarter. The full-year guidance is 39 to

10:12

40 million. So, for a company valued at

10:14

a full billion dollars, which is I think

10:16

where we're trading right now. Where is

10:18

it? Yeah, 4 billion dollars. 40 million

10:20

in revenue is sort of like

10:22

uh okay, guys, how did you get to this

10:23

valuation? So,

10:25

Beta essentially passed the first two

10:27

filters with flying colors, literally,

10:29

right? The revenue inflection point

10:31

though hasn't happened yet. This is a

10:33

pre-revenue company trading on

10:36

potential, right? So, the risk here is

10:38

very, very real. The technology works,

10:40

but scaling to manufacturing is a very,

10:42

very different challenge. We've seen

10:44

that in the EV game, right? Most EV

10:45

companies failed.

10:47

So, if you put money into Beta, you need

10:49

to be comfortable with some serious uh

10:51

what you'd call it volatility. It means

10:53

uh it could go up or down a lot. So,

10:55

this is high risk, high potential bet on

10:58

the future, essentially. Stock two on

11:00

Winston's list is Rigetti Computing. Uh

11:04

and this is really a shame that this

11:05

isn't Italian. Um

11:07

if you think of

11:08

Beta as the Tesla for the sky, Rigetti

11:11

is trying to be the Intel of quantum

11:13

computing. Now, I know quantum computing

11:15

sounds like something from a science

11:17

fiction movie. Uh although if you go

11:19

back to our

11:21

last quantum video, um

11:23

and

11:24

looked at the stocks at that point and

11:26

then decided entirely on your own that

11:28

you might want to own one of those,

11:29

you'd probably be sending me Christmas

11:31

cards. So, not promising you future

11:32

outcomes. Even though I was right in the

11:34

past, doesn't mean I'm going to be right

11:35

in the future, right? That's how it

11:36

works.

11:37

But, you know, the kind of computer you

11:39

you using to watch this on,

11:40

they process information

11:43

using zeros and ones. Lots of zeros and

11:45

ones. So, basically it's on off. Quantum

11:48

computers use something called

11:51

qubits.

11:53

And they can be on, off, or both at the

11:56

same time. It's sort of think of it like

11:58

a zero that doesn't really know what

12:00

gender it is, right? And I know that

12:02

sounds a little bit weird. Not the

12:04

gender thing, you know, people can do

12:05

whatever they want, but the the qubit

12:07

thing. But, it means they can solve

12:09

certain problems

12:10

millions of times faster than any

12:12

computer that exists today.

12:14

I think that analogy is probably the

12:15

least PC analogy you will hear on

12:17

quantum computing on YouTube. So, we're

12:20

talking about drug discovery, financial

12:22

modeling, cryptography, logistics,

12:25

science, problems that would take

12:27

supercomputers

12:29

thousands of years to solve, a quantum

12:32

computer could do them in hours.

12:35

So, Rigetti builds and designs these

12:37

quantum processors in-house. They just

12:40

launched something called the 108-qubit

12:43

Cepheus processor. Cepheus is a

12:46

constellation in the sky. It's this guy

12:48

here, which

12:50

I don't know if that makes you feel

12:51

better or worse about investing in this

12:52

stock. Let me know down below in the

12:53

comments. Try to write Try to spell

12:55

Cepheus. Um but, literally their quantum

13:00

computing is available on Amazon.

13:03

Now, if you're now checking your Amazon

13:04

Prime subscription, not that Amazon,

13:06

AWS, Amazon's cloud business. They also

13:09

have a contract with India's National

13:11

Supercomputing Agency. They have an

13:13

integration with Nvidia. So,

13:16

now we know all that, let's look at some

13:18

numbers.

13:20

And what I always do here, go to the

13:22

Winston app. I'll put a link down below

13:24

to those as well as as We have a There's

13:26

a free trial to it for the week.

13:29

Um look actually this is what we're

13:30

going to do. We're going to give you a

13:31

month free trial too. All right, just

13:33

play with it for a month. You get some

13:34

value in it, stick around. If you don't,

13:36

you just cancel it. So, you click on the

13:37

link down below

13:39

and it'll it'll probably still say 7

13:41

days, but then when you click on

13:42

checkout it'll say 30 days free. Uh I

13:44

promise you that. I'll I'll I'll change

13:45

that by the time this video is uploaded.

13:47

So, it's just a just a little bit of a

13:49

little bit of a you know feel good gift

13:51

here uh today. Um now

13:55

these guys are burning through about

13:59

20-30 million dollars of cash

14:03

uh a quarter.

14:05

And that gives them a pretty short

14:07

runway um which you'd think. Now, I

14:11

actually know something about them. They

14:13

hold

14:14

cash equivalent stuff and I will I will

14:16

make a note to update that

14:18

to make sure we give you guys the best

14:20

information out there. So, if you ever

14:21

see anything in the app that you're not

14:23

loving, please tell me. I will make it

14:25

better usually the same day. So, back to

14:27

my slide. 569 billion cash. So, they

14:30

have about a 5-year runway to burn

14:32

through money, which is pretty good.

14:34

Institutional tailwind, si senor,

14:37

because in May Rigetti received a letter

14:40

of intent for a $100 million

14:42

from the Chips Act. It said to uh "Dear

14:45

Rigetti, this is your Chips Act. I am

14:47

intending to send you $100 million." And

14:49

And that's part of a $2 billion

14:52

government initiative to build America's

14:54

quantum computing infrastructure. So,

14:56

the US government has essentially

14:57

decided that quantum computing is

14:59

uh important for national security,

15:01

because imagine Imagine if the Cubans

15:03

got your national got got quantum

15:04

computers and US didn't. Well, they'd

15:06

hack everything. Or all the North

15:07

Koreans, they'd hack everything and take

15:09

everybody's money. Um

15:10

Rigetti is one of the companies they're

15:12

founding. But that revenue inflection is

15:15

still an

15:16

because um they brought in how many how

15:19

much money last quarter? About 4 million

15:21

last quarter, right?

15:22

And and it's trading at 700 times sales.

15:25

So,

15:27

by every financial metric, this stock

15:28

makes absolutely no effing sense. And if

15:33

you are a buy and and hold till death do

15:35

us part kind of guy, you probably don't

15:37

want to be in this.

15:38

But if you are a little bit more of the

15:40

growth investor, then we get these

15:42

opportunities, and they typically start

15:44

with something that looks like this.

15:47

And then it went up

15:49

just a little bit. And what am I seeing

15:51

right now? We saw the same pattern here.

15:54

It's starting to break out of that.

15:55

Again, I'm not telling you to buy it,

15:57

obviously. I'm just highlighting

15:59

the way I look at this. And then it went

16:01

up like 200%. So, could do the same

16:03

thing. We're seeing some serious

16:05

institutional money pouring in here.

16:07

But again, it is high risk because

16:09

quantum computing might never work. I I

16:11

think it would, but I could be wrong on

16:13

that, right? If they get the might be

16:16

might become a pasta company, which is

16:17

really what it should have been in the

16:19

first place. So, this is Rigetti is the

16:21

most speculative stock on our list.

16:23

Government backing, real technology, and

16:25

so on. But both Better and Rigetti are

16:27

pre-revenue companies. Government

16:29

betting, long time horizon is required,

16:31

or rather very good risk management is

16:33

required, which might be another way of

16:34

looking at this. Now, stock number

16:37

three, and then we're going to get on to

16:38

the one that I actually just bought, and

16:40

on to the one that is kind of my secret

16:42

favorite here.

16:43

We all have all of us secret favorite,

16:45

don't we? We do, Winston. And you are

16:47

it. Stock number three is the Oracle.

16:51

Now, I know what you're thinking. It's a

16:53

boring database company my dad's IT

16:56

department uses. But Oracle might be the

16:59

most

17:01

underestimated AI story on the planet

17:03

right now.

17:04

Cuz what people don't understand is

17:05

this. Every AI model, every chatbot,

17:08

every image generator, every autonomous

17:11

vehicle system needs massive computing

17:14

infrastructure to run. Someone's going

17:15

to build the data centers, the cloud

17:17

platforms, the back backbone, all that

17:18

stuff. Nvidia makes the chips, but the

17:21

chips need a home. And Oracle is

17:24

building homes for chips that need

17:26

homes. It's sort of like a char what

17:29

>> [laughter]

17:29

>> the heck. Um, let's have a look at

17:31

Oracle's data here. First of all,

17:32

Winston gives it a score of 66 out of

17:35

100, which is okay. Decent business, he

17:38

says. Some strong pillars, some weaker.

17:41

Now,

17:42

I've also got in here insider buying.

17:44

And by insiders, I mean politicians.

17:46

Donald Trump has a $3 $3 million

17:50

exposure, according to his last filing.

17:52

You can see on the chart here, Ro

17:54

Khanna, who's a very good

17:57

I was going to say trader, um,

17:59

politicians.

18:00

>> [laughter]

18:01

>> He keeps buying this thing. So, you can

18:03

see all the buys and sells there. You

18:04

can see literally all of them. Um,

18:07

and revenue growth is accelerating.

18:10

Insiders own 40% of the company,

18:13

which is brilliant. Cuz what you what

18:15

you what you what you want to see.

18:16

Spending $10 billion on R&D, $50 billion

18:18

on data centers.

18:20

Margins are pretty pretty solid. And

18:22

they're converting uh, pretty much more

18:25

than the revenue into cash. I guess

18:27

they're using it all as leverage. Now,

18:29

they are taking on quite a lot of debt,

18:31

but their interest cover, which is

18:32

basically gives an explanation here. Uh,

18:35

how many times the company's profit can

18:38

cover the interest bill on its debt. So,

18:40

for about 5 years, they could pay for it

18:42

with 1 year. This is where most health

18:44

companies sit, Winston says. Pay a

18:46

little bit of a dividend, not a lot, but

18:48

a little bit. And they have this backlog

18:51

of orders of $500 billion.

18:54

Now, a lot of that comes from OpenAI,

18:56

who may or may not have the money to do

18:57

it. Anthropic has just secretly filed

19:01

for IPO.

19:02

OpenAI is going to do the same thing.

19:04

So, they might bring in the money to

19:05

actually pay out pay pay Oracle that

19:07

way. We'll we'll find out. So, these

19:09

guys are deep part of the AI story.

19:13

Guided for 90 billion revenue this year,

19:15

but Larry Ellison, who owns most of it,

19:17

you're you know, you're essentially

19:18

betting on him. It's a bit like a like a

19:20

Musk company. You're betting very, very

19:22

much on the founder there.

19:24

Uh and they're being very very, very

19:26

ambitious. It's really uh something. So,

19:28

the risk is obviously also there because

19:30

they got to execute. If they don't, you

19:32

know, there's no risk-free trade ever.

19:34

But, the way I think about it is that

19:36

these guys are basically building the

19:39

highway for AI.

19:42

So, let me show you next two companies

19:44

that are building the toll booths for

19:46

the very, very same highway. I also want

19:48

to say congratulations. You made it way

19:50

that

19:51

I also want to say congratulations.

19:52

You're halfway through the video

19:54

already, which is fantastic. Uh so,

19:56

you've got the framework now. You've

19:57

seen how pre-revenue companies with

19:59

government backing work. You've seen the

20:01

infrastructure giant um and you're

20:03

probably sitting there thinking, "Okay,

20:04

I get it. These are interesting

20:05

companies, but say knowing Oracle as a

20:09

$500 billion of a backlog doesn't tell

20:11

me what you should do with your money.

20:12

Knowing that Beta has seven FAA

20:14

approvals doesn't tell me whether I

20:16

should buy it.

20:18

And that's the thing, isn't it?

20:20

You don't know whether you should buy it

20:21

now, whether you should wait, whether

20:22

you're too early, whether you're too

20:23

late. And if you've bought a huge winner

20:25

too late before or you held on as it

20:28

destroyed your savings gradually and

20:30

slowly and the money poured over to some

20:33

chap on Wall Street, you realize by now

20:35

that maybe picking the stock or finding

20:38

a good stock isn't the hard part. I just

20:41

just giving you six here in this video.

20:43

Finding them is kind of the easy part.

20:44

The hard part is everything else. It's

20:46

the entry, it's the exit, the position

20:48

size, the discipline, when it drops 30%

20:50

and your stomach is in your throat.

20:52

That's when That's when you separate

20:54

yourself from the masses who are just

20:56

hoping and praying and wishing. And

20:58

that's what the free session on the

20:59

Saturday is about. Uh so, you going to

21:01

go to greatestplaybook.com.

21:03

I'm going to walk you through the

21:04

playbook that sits behind the picks. How

21:07

to actually turn stock research into

21:11

investments or trades, how to get rid of

21:14

that anxiety and replace it with a

21:16

system.

21:17

Um it'll be free. We'll teach it to you.

21:18

That it'll be on Saturday.

21:20

One session, about an hour and a half or

21:22

2 hours. And the link's in the

21:25

description. And no, there'll be no

21:26

replay. Don't ask me for one. Now, stock

21:29

numero cuatro is Dynatrace, which sounds

21:32

exciting, doesn't it? The ticker symbol

21:34

is DT. And every company on Earth is

21:36

building what? AI systems. AI chatbots,

21:39

AI analytics, AI automation, AI

21:41

software. And who's watching the AI?

21:43

Who makes sure these systems actually

21:45

work? Who catches when an AI agent

21:48

hallucinates, which is making up?

21:51

When it crashes or when it starts

21:53

costing the company money. There are

21:54

examples of these AI bots just deleting

21:56

entire databases, right?

21:58

Who deals with this? Dynatrace. They're

22:00

the air traffic control for AI. Their

22:04

platform monitors, observes, and manages

22:06

every piece of a company's digital

22:09

world, from the code to the cloud to the

22:12

AI agencies, the whole thing. And they

22:14

just launched something called Dynatrace

22:16

Intelligence. Everything is now about

22:19

intelligence, apparently. It is an

22:21

agentic AI, which

22:24

if you don't know what that means, it is

22:25

an AI where you Most of you use AI,

22:27

maybe you Google search or something.

22:28

You can ask a question and get the

22:29

answer, right? Agentic AI is something

22:31

that does things on its own. Yeah,

22:34

scary, I know, but it's true.

22:36

So, they don't just monitor your

22:37

problems, they fix them automatically

22:40

with no human being there.

22:42

And if we look at the company,

22:45

it's got a Winston score of 57,

22:48

which isn't brilliant, but he's curious.

22:50

He says it's a decent business, some

22:51

strong pillars. The smart money has sold

22:54

it.

22:55

You can see that here. Like Trump sold

22:57

175k there. Who is Lisa McLean? She's

23:00

It's $500 or someone's Someone started a

23:02

Go Fund Me page for Lisa. Who is Lisa

23:04

McClain? Republican. Well, she's done

23:06

1,400 trades, so she's probably all

23:08

right. I don't think we really need a Go

23:09

Fund Me page. Well, what do you notice?

23:10

Where are all the Where's all the

23:12

selling happening? It happened up here,

23:14

didn't it? Before the stock really

23:16

collapsed. Some last some, you know,

23:18

suckers who are late. And then what's

23:20

happening

23:22

since? It's one buy. Just one buy.

23:25

So, that's kind of curious, isn't it?

23:26

Who's that one buy?

23:28

Donald J. Trump. El Presidente.

23:31

Um and yeah, he trades a little. 2,300

23:34

trades to disclose. And we can be all

23:36

those holdings. This is all in the in in

23:37

the in the Winston app. But yeah, that's

23:39

kind of an interesting one, right? Now,

23:41

it's a very small trade for him. So, I

23:43

wouldn't bet the ranch on it just

23:44

because he owns it. But what did we see?

23:46

We see revenue growing. We see R&D

23:49

investment going up, which is actually

23:51

what you want in a tech company.

23:53

They're generating cash, so they're not

23:54

going to run out of money ever. And they

23:56

have an insanely high margin, which

23:59

means whatever they're making is very

24:01

good cuz people are willing to pay a lot

24:04

for it.

24:05

And they've got no debt whatsoever. So,

24:06

this is actually a pretty decent company

24:09

from where I'm sitting. Doesn't mean you

24:10

should run out and buy it.

24:12

So, in summary,

24:13

they've got plenty of cash, they're

24:14

generating cash. Woohoo. Um they also

24:17

have a $1 billion

24:19

buyback

24:21

$1 billion

24:23

$1 billion

24:24

buyback program,

24:25

which means they're going to be less

24:26

shares out there, right? So, they got

24:28

the the Not the government.

24:30

The government, too. Uh management

24:32

thinks the stock's undervalued enough to

24:34

buy its own shares. Or maybe management

24:37

has share options and they want to pump

24:39

the stock. Um I'm not saying the the

24:41

second is true, but it's a possibility.

24:44

And they sell through AWS. AWS is a

24:47

marketplace. And they now sell over a

24:49

billion dollars through the AWS

24:52

marketplace. And revenue is growing. We

24:54

expect 2 billion this year. So, the

24:56

growth is okay, right? It's not

24:58

explosive, but it's okay. So, it's sort

25:01

of a slow compounder. It's sort of like

25:03

that steady grower.

25:05

It's not your immediate moonshot. So,

25:08

four stocks down, I still haven't told

25:09

you the one I bought. I know I'm mean,

25:11

aren't I? Um I still haven't told you my

25:13

favorite. So, those are the two that are

25:15

coming up next. Tenable Holdings, T E N

25:18

B is stock numero five.

25:21

Um

25:22

and I've been

25:23

wanting to tell

25:25

and I've been wanting to tell and I've

25:26

been wanting to talk to you about this

25:27

because it's the one I just bought with

25:29

my own money. Now, that doesn't mean you

25:31

should buy it. I am not going to tell

25:33

you when I sell it, probably.

25:35

I may, but you may miss that video. So,

25:37

don't buy something just because I'm

25:38

buying it. That's not going to get you

25:40

anywhere, right?

25:41

You also don't know what percentage of

25:43

my portfolio it is and all that kind of

25:44

good stuff. Risk management is the key

25:45

to it. But, let me tell you why I bought

25:47

it.

25:48

Tenable is a cybersecurity company,

25:50

but not in the way most people think

25:52

about cybersecurity. Most cybersecurity

25:54

companies try to build walls, like

25:56

firewalls, antivirus, intrusion

25:59

detection.

26:00

Tenable does something different. They

26:02

show you every crack in the wall before

26:05

the hackers find it.

26:06

And they call it exposure management.

26:09

So, their platform, Tenable One, scans

26:11

your entire digital footprint, your

26:13

cloud, your code, your AI system, your

26:16

IoT devices, everything you have. And it

26:18

tells you where you are

26:20

vulnerable.

26:22

And

26:23

here's how bad it is. Here's what to

26:25

fix.

26:26

And they just launched something called

26:27

Hexa AI, which is an AI agent that finds

26:33

the vulnerabilities

26:34

and then

26:36

it tells your team exactly how to patch

26:38

them up. And because everybody is

26:40

building AI software, the

26:42

attack surface and the cracks are

26:46

growing exponentially.

26:48

And Tenable is the company that maps

26:49

that surface. Now, if you look at the

26:51

fundamental tip, so a $3 billion

26:53

company, Winston Oh um

26:56

is concerned about his poor Winston

26:58

score. We've had

27:00

a lot of government buying in this. Not

27:03

huge buys, but you know, Ro Khanna can't

27:07

help himself. He buys it every time he

27:09

wakes up.

27:10

And he was buying it on the way down.

27:12

Maybe you should attend our

27:14

session on the weekend. We You know, we

27:16

might learn something. And then what do

27:18

you see? Well, you see an inflection

27:20

here, right? You see this stock

27:21

recovering very, very nicely.

27:23

And that's honestly the reason I bought

27:26

it. And that'll make a lot more sense if

27:28

you join me on Saturday. Because why

27:30

would you buy something that looks on

27:31

the face of it like a total loser? It's

27:34

down 53%, but it was down, you know, 80%

27:37

or something like that. It is for the

27:39

simple reason

27:41

that as we were collapsing, I wasn't

27:44

buying it.

27:45

We got some really big spikes here in

27:47

selling happening on the way down. And

27:49

those were the last people that wanted

27:50

to get their F out of the burning

27:52

building, but were really late. And then

27:54

what changed is that on the way on the

27:57

green days, we're now seeing some really

28:00

nice volume coming in, which looks to me

28:03

like institutional money, fresh money,

28:05

who is going, "This looks interesting."

28:08

You know, and I like fresh money. Fresh

28:10

money, yes.

28:11

Uh so, this is something that's already

28:13

rebounded quite nicely. Uh I bought it I

28:16

think last

28:17

Monday. So, that would have been about

28:20

about here. 23, so it's $6 higher. But

28:23

if it were, and again, no promise of

28:25

that, if it were to recover some of the

28:27

previous highs of April last 2024, 27%

28:31

up, 100% up to the 2022 top. So, think

28:34

about this. This is a stock that's

28:36

trading where it was trading in 2020.

28:38

We basically have no AI in 2020. So, the

28:41

demand possibility, the addressable

28:43

market is that much bigger, and it

28:45

hasn't done bugger at

28:47

And these guys are profitable. They're

28:49

generating cash. Everybody has to spend

28:51

money on cybersecurity.

28:53

It is just It's just It's a

28:56

That's the tailwind. It's the one budget

28:58

line that companies cannot cut, right?

29:00

You can delay marketing, you can

29:02

postpone product launch, whatever you

29:04

can delay.

29:05

But AI deployment security for an AI

29:09

deployment, you cannot

29:12

afford to

29:14

skimp on that one.

29:15

So, revenue is growing again.

29:17

10% year-on-year.

29:19

They're going to bring in about a

29:20

billion and a bit this year.

29:22

And it's a pretty slow growth rate. And

29:23

I want to highlight that to you.

29:25

So, why did I buy it? Because I believe

29:27

the market is underpricing the

29:29

cybersecurity tailwind. I can start to

29:31

see the money pouring into it. So, I see

29:33

an asymmetric risk reward.

29:36

Every company is rushing in, creating

29:38

essentially places where they can get

29:40

attacked. Cybersecurity they cannot cut.

29:42

And if growth accelerates, I think this

29:44

could re-rate significantly. So, my

29:46

money is on this. Well, it doesn't mean

29:47

yours should be. Please, please, please,

29:48

don't ever buy something just because

29:49

I'm buying it. I am wrong. I have

29:51

losers, too, and I'll walk you through

29:52

that on the weekend, as well. Cuz that's

29:54

really important to understand. No one's

29:56

got a crystal ball. No one's always

29:57

right. But if you understand the roots,

29:59

the structure, you have risk management

30:02

that is really rock solid, then

30:06

your downsides are

30:08

limited. And that's really the point.

30:10

Now, stock number six

30:12

is the one in a way I'm most excited

30:14

about. I haven't bought this yet. It's

30:16

called 10X Genomics. 10X

30:20

>> [laughter]

30:21

>> Ticker symbol TXG.

30:23

And it could be the most important

30:25

company on this list. Let me explain to

30:27

you why, because

30:28

it might just blow your mind. Right now,

30:32

when you go to a doctor, and they think

30:33

you might have, you know, some sort of

30:35

disease, they take a biopsy or

30:37

something, and they look at your tissue

30:39

in a microscope, and they can tell you

30:41

whether, you know, your cells are good

30:43

or bad.

30:44

But they can't tell you what those cells

30:46

are doing. Which ones are aggressive,

30:48

which ones are dormant, which ones are,

30:51

you know, going to spread. They're

30:52

basically looking at a city from an

30:54

airplane and they're trying to figure

30:56

out which buildings have people in them.

30:58

You can see the buildings, but you can't

30:59

see the life inside the building and

31:02

whether there's a party going on in

31:03

there or something.

31:05

Hideous. Now, there's something called

31:07

spatial biology.

31:09

And it changes that. It lets scientists

31:12

see inside inside individual cells at

31:15

the molecular level and understand not

31:18

just what these cells

31:20

are or that they're there,

31:22

but what they're doing.

31:23

You can see how they're communicating

31:24

with each other. And which ones are

31:26

dangerous. So, imagine being able to map

31:28

every cell in a tumor and know exactly

31:31

which ones to target with treatment

31:33

years before a traditional test would

31:35

catch it.

31:36

That's what 10x Genomics is building.

31:38

And they're the leader. Now, if you look

31:40

at the fundamentals, it's a $3.7 billion

31:43

company. Winston is a little concerned

31:45

about their data. Revenue is

31:47

just, you know, doing anything. Uh

31:49

they're spending a fair bit on R&D. They

31:51

have cash. They have quite a bit of cash

31:53

on hand and they're not burning through

31:55

it, which is nice to see. They have

31:57

pretty decent margins, which means their

31:58

product is something people are willing

32:00

to pay for. And they consistently grow

32:03

their profit per share. And what they've

32:06

done, because I should probably show you

32:07

the stock chart, right? It looks a bit

32:09

like this. Oh my god, look at the rally.

32:10

Look how beautiful. And then you zoom

32:12

out and you go, "Eh."

32:13

But actually,

32:15

this is

32:17

this is the potential, right? I'm not

32:19

saying it's going to go up 600%, but it

32:20

is it is that. It's trading

32:24

85% below its high. I say, "Oh, buy and

32:27

hold. Buy and hold." Right? Yeah, good

32:29

luck with that. Um and what we're seeing

32:30

here again is

32:32

something I'm going to talk to you more

32:33

about on the weekend is is this

32:35

heartbeat pattern thing here. It's

32:37

looping up quite nicely. we're breaking

32:38

out of that here. So, it's kind of got

32:39

the hallmark of the things that we're

32:41

looking at that we're looking for. But,

32:43

these guys have cut expenses a lot.

32:45

Their margins have improved. They beat

32:47

earnings

32:48

by a by a very wide margin in the last

32:51

quarter.

32:52

So, they're getting lean, right? They

32:54

they've given themselves again the the

32:56

Ozempic treatment. And there is an

32:58

institutional tailwind because they're

33:00

launching a new platform in the second

33:02

half of this year called Xaira. And

33:05

Xaira is that spatial biology platform

33:08

that could really grow their addressable

33:11

market. So, think of it as the next sort

33:13

of generation products, the one that's

33:15

designed to take that spatial biology

33:17

from the research labs into actual

33:20

clinics. So, people's lives will be

33:22

saved by this.

33:23

They partnered with an AI company called

33:25

Bio Optimus to launch something called

33:27

Stella, which is a spatial data

33:30

initiative that combines basically what

33:31

10x does

33:33

with AI.

33:34

So, it's kind of the spatial biology

33:36

plus AI.

33:37

Uh and and that's I think the big

33:39

opportunity here because uh

33:41

humans looking at teeny tiny molecules,

33:44

we're going to make mistakes, but AI

33:45

will not.

33:46

And revenue is

33:49

growing. 150 million revenue last

33:51

quarter, which is more than we were

33:52

expecting.

33:53

Uh guidance for the year is now 600

33:55

million plus. So, it's a turnaround

33:57

story. I I think they've cut the fat,

33:59

the top line's growing again while

34:01

margins are expanding. So, costs are

34:03

going down, revenue's going up, new

34:05

product launching, AI partnerships,

34:07

which is kind of the setup that we look

34:09

for.

34:10

What's the risk? It's a turnaround

34:12

story.

34:13

And

34:14

sometimes they turn around once more.

34:18

>> [laughter]

34:18

>> You know, management goes back to the

34:20

good old ways of let's just spend more

34:21

money and it'll be fine.

34:23

Um just buy a yacht for the business.

34:25

But, if it works,

34:27

the opportunity could be tremendous. And

34:30

that's why it's my favorite. Not because

34:31

it's the safest, not because it's the

34:33

surest thing, but because the upside, if

34:35

the turnaround continues, could be

34:36

extraordinary. And almost no one's

34:38

talking about it. And that's kind of

34:39

where this I see the opportunities

34:41

hiding.

34:42

So, there we are. We got six stocks.

34:43

Congratulations for making it this far.

34:47

We got two government-backed frontier

34:48

bets, Better RegTech.

34:51

We got Oracle, the AI infrastructure

34:52

giant. And we got two software toll

34:54

booths, Dynatrace and Tenable. And then

34:56

the hidden gem that we just talked

34:58

about, 10x Genomics. Right. So, you now

35:00

know more about these six companies than

35:02

99% of retail investors. And none of it

35:04

will help you. Because knowing Better

35:07

has, you know, a certain backlog isn't a

35:09

strategy. Knowing Oracle has got, you

35:11

know, $500 billion revenue committed.

35:14

Again, this isn't a trade, it's a

35:15

headline. Headlines don't make you

35:16

money. They make Wall Street money. And

35:19

I can tell you right now, some of these

35:21

stocks could be massive winners.

35:23

Most retail investors will still lose

35:25

money on them.

35:26

Not because the companies were bad,

35:28

because they didn't know the rules. They

35:31

didn't have a system. They didn't have a

35:33

structure. And if you've bought the

35:36

right stock before and still lost money,

35:39

you held too long, you got in too late,

35:40

you got out too early, you panicked when

35:42

it dropped, whatever. You have a

35:43

playbook problem.

35:45

And that's why I'm going to run that

35:46

free live session for you guys on the on

35:48

the weekend at greatestplaybook.com.

35:52

I'm going to walk you through the exact

35:54

playbook, how to turn research into

35:57

decisions. And it'll work for you no

35:59

matter where you are in the world,

36:00

whether you got $500 to your name or

36:02

millions of dollars to your name. The

36:04

system doesn't care about your balance.

36:05

It cares about your process. It cares

36:07

about your behavior. So, show up for

36:09

yourself. Links in the description. It's

36:11

pinned to the comments. Grab yourself a

36:13

free seat. Show up with a nice cup of

36:15

cocoa and listen and improve your

36:19

skills, which is what this is all about.

36:22

And if this video's helped you,

36:23

send the link to that live session to

36:26

someone else who might benefit from

36:28

learning the rules, too. Or just send

36:29

them this video.

36:31

I wish you all the best. Two weeks ago

36:33

on this channel,

36:34

I gave you four small space stocks

36:37

before anyone really was paying

36:38

attention to them. Red wire.

36:41

Today, that stock's up 163

Interactive Summary

Felix Brych shares six potentially high-growth stock opportunities for 2026, categorized by their roles in emerging industries like AI, quantum computing, and biotech. The video introduces a three-part evaluation framework—checking for cash runway, institutional tailwinds, and revenue inflection—to help investors make informed decisions rather than following hype. Felix emphasizes the importance of risk management, personal research, and learning a disciplined trading playbook over blindly following stock picks, and he highlights his own investment in Tenable Holdings while noting 10x Genomics as his personal favorite for future potential.

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