Leaked: Trump’s $100 BILLION Defense Stock - The Opportunity of a Lifetime!?
827 segments
Six politicians, Republicans and
Democrats are quietly buying the same
stock right now.
And people who can't agree on literally
anything agree on a stock, it's
something that I don't want to ignore.
Of course, Winston is the one who found
it. It's a company that powers 85% of
the Fortune 500. Its CEO just put $3
million of its own money into it, and
even the president of the United States,
the trader in chief, holds a grand
million dollars of it. And the stock,
it's been cut almost in half. Wall
Street thinks AI is going to destroy it,
but the insiders, the politicians, the
CEO, and the president are buying
[music] it as quickly as they can. So,
by the end of this video, you'll
understand why this could be one of the
most mis- well, one of the most
misunderstood opportunities really in
the market right now. And I'll give you
a simple framework to decide if it
belongs
>> [music]
>> in your portfolio. Now, I'm not going to
hold you hostage for 20 minutes to try
and figure out what the stock is. It is
ServiceNow. If you just want to run away
and not understand any of it, good luck
to you. Uh my name is Felix. This is
Winston here. He used to be an
investment banker. I was an economist,
and we are also the founders of the Go
Academy, where my Wall Street mentors
have taught well over 20,000 people the
last 6 years. And what we do here is we
give regular investors like you and me
and Winston here access to the knowledge
that is usually only to the lovies on
Wall Street. So, I'm going to break down
for you why the politicians with top
secret clearance, a billionaire, and the
president of the United States are all
loading up on this stock. I'm not saying
you should buy it. I am not a financial
advisor. I am only registered as an
owner of this guy, nothing else. So,
come to your own conclusion. But, I'm
also going to give you a ton of data.
And
every piece of data I give you, well,
some of it is going to go right as data
normally does. So, I'm going to be
selling better for you. I'm going to
give you
full access to the tool that I used to
get the data from. All right. It's a
free trial there for the week. There's a
30-day money-back guarantee. It's
literally the one risk-free thing you
can do today. Test it. It's zero risk,
and tell me what you think of it. It
isn't called the Winston app,
particularly the stock radar part in it
that I've got on the screen here. I'm
going to walk you through a little bit
of that cuz it's going to help us
understand this better.
But first of all, what caught Winston's
attention was
the politicians. And let me walk you
through them because they're not just
random politicians.
They're sitting in Congress. The number
one is called Byron Donalds. He's a
Republican from Florida.
And he sits in the Financial Services
Committee, specifically the Subcommittee
on Digital Assets, Financial Technology,
and Artificial Intelligence. He also
sits on the Oversight and Government
Reform Committee. So, this is the guy
who literally oversees AI and fintech
regulation, and he's buying a stock that
is one of the biggest AI enterprise
platforms in the world.
Pure coincidence, obviously. And he
would never use insider knowledge for
his own benefit. I'm sure he's just
doing it for the puppies. And then we've
got another Republican. He's called Tony
Wyatt. I don't probably mispronouncing
that. He's from Wisconsin. And
he's actually the biggest buyer of the
bunch. He chairs the Subcommittee on
Contracting in Infrastructure.
He also sits on the Transportation
Infrastructure Committee. Now, why the
heck does that matter? Because he
oversees how government contracts cuz he
oversees government contracts with
technology companies.
And
guess what? ServiceNow just signed a
massive government deal. Maybe he knew
about that. Again, he would never use
that information for personal benefit.
I'm sure the profits from the trade, if
there are any, will be donated to the
local kitten sanctuary. And then we've
got one of the top traders out there,
chap called Ro Khanna. He's from
California, and he sits on the Armed
Services Committee, specifically the
cyber information technology and
innovation subcommittee. He's also on
the Oversight Committee
for Cybersecurity and AI. Yeah, that
one. And he's also on the Select
Committee on Strategic Competition with
China. That's how we have to say it now.
That's what the president said. So, he
sits on two subcommittees that directly
oversee cybersecurity and government IT
spending. Again, he would never use that
information for his own benefit. No. No,
no, no. He's donating it to a goat
sanctuary in California. Now, Ro
Khanna's investment portfolio has beaten
the S&P by 112% since 2024 since you got
data. 112% higher returns. So, he's got,
you know, Nancy Pelosi, you know,
everyone knows her, right? She's done
about a third what Ro Khanna has done.
For some reason, everyone's in, you
know, blaming the wrong one for being
the greatest stock trader of all time.
No, it's actually Ro Khanna. And he
invested in a little stock that we
covered a little while ago, too.
And it's called SanDisk. And since he
bought it,
it went up 3,000%.
And now he's buying ServiceNow. So, best
track record in Congress, access to all
the inside information, which he would
of course never use, right? I think I
need to keep saying that, otherwise, you
know, they might come after me. Um
We should probably cut that part out.
And then we've got Chuck Fleischmann,
which is a glorious name. Um a
Republican from Tennessee. I wish I
could do American accents. Wouldn't that
be fun if I could do an accent for every
one of those? I should probably work on
that. Now, he sits on the Appropriations
Committee. And most people know that's
where the powerful people sit because
they decide where the government spends
money. That's it. They hold the
checkbook. So, Fleischmann specifically
chairs the Energy and Water Development
Subcommittee. He sits on the Defense
Appropriations and the Science, Space,
and Technology Committee. So, the guy
who owns the government's checkbook and
he buys a stock, well,
you kind of want to know why, right?
We've got two more. Uh we'll go through
them quickly. Josh Gottheimer, a
Democrat from New Jersey. Um he sits on
the Permanent Select Committee on
Intelligence. He's a ranking member of
the NSA and Cyber Subcommittee. These
guys have got some influence, right? So,
I'm going to keep saying this, they're
doing this for the greater good. We just
don't understand it. You know, the
mighty, they do things in peculiar ways.
Uh there is no personal interest.
They're not into in it for for personal
gain and so on. Hopefully, that gets me
off the NSA A-list. Um he also oversees
AI, financial technology, all that
stuff. So, he has top secret
intelligence clearance, right? Um and
he's buying ServiceNow. And then, number
four,
six is Michael McCaul, a Republican from
the glorious state of Texas. He's the
vice chair of the Homeland Security
Committee. Again, he's doing this for
the kittens and the puppies. I want to
make that very clear. Um he also
literally founded the Congressional
High-Tech Caucus. He co-chairs the
Congressional Cybersecurity Caucus. The
man who created Congress's technology
group and its cybersecurity group is
buying a cybersecurity and AI stock.
Hm. So, let me connect the dots for you.
ServiceNow.
And if you haven't seen the stock chart
for it yet, looks pretty scary.
>> [laughter]
>> It was trading at $230 right now. It's
trading at less than half. They just
signed a massive deal with the GSA.
Winston, what's the GSA? The GSA is the
General Services Administration. It's
the agency that handles purchasing for
the entire federal government. Boring I
know, but the deal gives federal
agencies a 70% discount on services in
our AI platform.
Now, the GSA has driven over 60 billion
in contract savings using platforms like
ServiceNow since last year. And these
politicians sit on the committee that
oversees these very contracts. And it is
not just Congress.
Presidente El Trumpo personally holds
over a million dollars in ServiceNow
stock and it's his administration that
signed that GSA deal.
So, when the president owns the stock,
his administration is signing deals with
a company, it's kind of another data
point that's hard to ignore. But it gets
even better than that. The CEO is buying
it, too. Bill McDermott, the CEO of
ServiceNow just put 3 million bucks of
his own personal money into the stock
down here. Now, CEOs sell stock for many
reasons, you know?
The mistress is more expensive, you need
to pick a yacht, you know, that kind of
thing. Uh the
Connecticut house needs an extension,
all that sort of stuff. But when they
buy stock, their own stock, they do it
for one reason.
And the way he phrases this, and I
quote, he says, "It is a
once-in-a-generation
moment." And then he canceled his
automatic stock-selling plan. You know
those plans where CEOs schedule stock
sells in advance? He canceled it. And he
went from scheduled selling to active
buying. Four other executives have done
the exact same thing. They've also just
announced they're going to buy back 5
billion of their own stock. Stock, even.
So, the CEO stops selling and starts
buying with his own money. Kind of
interesting, isn't it? Now, we're going
to go a little bit deeper for those of
you who like going a little bit deeper
and really understand this, cuz of
course there is
uh risk with it and I want to make sure
you understand that. But let me ask you
But let me ask you something and be
honest with yourself. Have you ever
bought a stock sort of up here, then it
went down lower and maybe you even
bought some more here and here because
it looked cheap as the discount
averaging crowd keeps telling you
and you watched it fall and fall and
fall.
If you've done that put the stock name
in the comments. Let's make this a we
buy too late anonymous group here
and it'll honestly help people. People
will feel better if you share that with
them because then they're like, okay,
I'm not the only Muppet out there. No,
it is actually
normal to do that.
But how does it feel?
How does it feel watching your hard
earned money disappear? Does it make you
angry, frustrated, pissed off, scream
manipulation, you know, tear your hair
out or maybe you just get sad? Well,
guess what? The reason you're doing that
is because no one's ever told you that
Wall Street has a simple solution to
that.
A way this never happens to them.
Now they don't advertise the system,
which I think is just incredibly unfair
and if you agree with me on that, maybe
put that in the comments as well. Just
write unfair in there.
So,
Winston and I are going to do something
special for you.
This coming weekend
we're going to teach you in a free
workshop how to fix bad timing once and
for all. That's the title. How to fix
bad timing once and for all.
Imaginative, I know. And you can get
your free seat for that at
fixinvesting.com.
fixinvesting.com.
And if you're thinking, but Felix,
nobody can time the market perfectly,
well yes, you'd be right.
But the kind of buying up here and then
holding on to it down here for the pain,
watching your wealth get destroyed, that
is avoidable. Nobody needs to ever have
a 30% down on a stock. It is literally
avoidable and I'll teach you the system
that Wall Street's been teaching their
bankers for the last 50 years. So, get
your free seat at fixinvesting.com.
We're going to have a blast, and
be there on time. That's all I ask. And
let's get back to the the program. Okay,
so what's
what's ServiceNow really what what do
they actually do? People always want to
know what stocks do, don't they? Uh and
it's a it's a good kind of curiosity.
What does the company actually do? Okay,
let me explain this in the simplest way
possible. Imagine a big company like uh
say a bank
or a or a hospital or some sort of
government agencies, you know, thousands
of employees, hundreds of departments,
millions of tasks happening every day.
Uh somebody needs a new laptop.
A customer calls with a complaint.
Security alert goes off. A new employee
needs to be on boarded. An invoice needs
approval. All those things need to flow
through a system,
and someone needs to sign it, track it,
make sure it gets done, and make sure
nothing falls through the cracks.
That is what ServiceNow does. It is the
nervous nervous system of a company. It
connects everything. So, sort of if a
company is is is a imagine if a company
is a human body, you can see I've teased
and work here. Um ServiceNow is the the
sort of nervous system that connects all
the bits up to, you know, where the
brain is meant to be. Um so, it's the
thing that connects the brain to the
muscles. Without it, you're just a
vegetable.
And when you call your bank and say they
fixed your problem, instead you know,
what is involved? ServiceNow. It's
probably running there behind the
scenes. When an employee at a big tech
tech company needs access to the new
tool, ServiceNow is probably giving the
access. When a hospital manages your
patient data and make sure nothing gets
missed, ServiceNow is probably running
in the background. So, I can guarantee
you that your personal data is being
handled by ServiceNow.
And the reason for that is that 85%
of Fortune, if I could spell,
500 companies, Winston poked out there,
um 85% of them
use this product. So, 85 out of hundreds
of America's biggest companies use the
product. And 98%
of their customers renew
every year.
Which is just unbelievable, isn't it,
Winston? Unbelievable. So, once you
start using service now, you don't stop.
Right? Because ripping out your nervous
system is really, really painful. It's
sticky. It's woven into everything that
they do, all the boring bits. So,
I was looking at this the financials, to
be honest with you, and I was kind of
still thinking like, I don't really get
it. Cuz if you go into the the Winston
up here and you just type now, which is
the stock ticker, or you go about
service now in there, and you see this
little row here, right? There are other
companies that have the word now in it,
obviously.
Um
we're giving it a good score of
four Winstons out of five Winstons,
which is which is pretty good, right?
Four Winstons out of five, score of 75
out of 100, pretty good. But then you
see these little green bars. These
little green bars are the rate at which
the profits are growing. And if you
hover over that,
maybe we can zoom in on that on the
edit, you can see that their profits
were growing at just 2% last quarter,
which is like,
all right, boring, isn't it, Winston?
Very boring. We don't really like that
sort of thing.
So, it makes me wonder, well, what's
about to change? Maybe these guys know
something that they heard on the street,
you know, obviously not in a
subcommittee, cuz they'd never use that
information for personal gain. No, of
course not. Um that makes them think
this slump in profit growth
has just been fixed. And then I opened
up our detail page for the for the
service now, and we have something in
there called a growth profile. So, for
growth stocks that are growing a lot, we
look at not just profit, but like
actually growth. And look at that,
growth is actually looking pretty good,
22%.
R&D spend is rising. Now, why is that a
good thing? Companies wasting more
money? No. If you're innovating, if
you're building something new that could
make you more profitable, well, you got
to have to spend some money on research
and development. So, generally speaking,
for growth stocks, we want them to spend
more on research and development than
the year before. And guess what? They're
generating cash. They have 2.7 billion
cash on hand. They generated 1.5 billion
dollars in cash last quarter. It's just
sort of lingering around in their bank
account. And they're putting some of
that into R&D, which is actually pretty
good.
It's got very good margins, growing
pretty consistently the revenue. It's
just their profits took a dip. So, why
did their profits take a dip? Well,
quite possibly because they are
investing more
into what's going to make them a better
and more profitable company. Now, that
may or may not happen. I'm not saying
that it definitely will, but I'm saying
that those six happy folks plus El
Presidente, they obviously think there
is something in this. So, this isn't a
startup burning through investor money.
It's a profitable cash-generating
machine, and they have over 630
customers spending more than 5 million a
year on them. So, it's obviously doing
something right. Now, if you're
wondering how we come up with our
Winston scores here of of 75, uh and
Winston says he's happy, high-quality
business with solid fundamentals, it
literally means it's a high-quality
business, solid fundamentals.
And we use five pillars for that that
are underlying.
Quality, and again, there's an
explanation for all that stuff in here.
You just click on the little question
marks.
Growth,
cash flow, how stable it is as in debt,
and then valuations. And if you really
want to understand how that works, just
go into into the Winston app and expand
the thing at the bottom of the page
here, and we have a proper little lesson
in there of how that works. There is
also a video lesson that I made for all
of that. So, you can you can watch those
as well, exactly how that functions and
in in how we come up with those. The
goal is to give you a very quick
snapshot of what a stock is, how it
actually works. Um and I thinking it
might be interesting to add these
politician investments to this, don't
you think? I think that could be
something we might want to do. Uh
Winston, what do you think? Should we
add that to the Winston app? What do you
think? Politicians?
Yes?
Well, he's going to have to do the hard
coding here, so you have to get his
approval, but I think that might be a
good thing to sniff out for you guys.
So, again, there's a link down below to
get um to get the Winston app. As I say,
it's as a free trial, zero risk, 30-day
money-back guarantee and all of that. I
don't want to like lock you guys into
something. I want to give you something
that's insanely valuable, so you can
make better decisions. That's always why
we why we do things around here.
Now,
having said all of that,
why oh why did such a great company,
loved by everybody who matters, do this
here? And by this here, I mean
money destruction extraordinaire,
56% down.
So, what happens? Well, Wall Street's
come up with a phrase, and they call it
SaaS apocalypse.
Now, SaaS apocalypse is um
the apocalypse for software as a service
companies.
The fear goes like this.
AI is going to make
The theory is this. AI is going to
make all employees obsolete. We won't
need employees anymore. So, if AI can do
the work of 10 people, companies won't
need 10 people. If they don't need 10
people, they don't need
licenses for software.
Licenses. So, right now, say you have 10
licenses. If we only need one, the
theory is that a company like ServiceNow
will lose 90% of revenue. And that fear
ripple through the entire software
sector. Billions of dollars in market
value,
whoosh, gone. Sort of sounds logical,
doesn't it? Fewer employees means fewer
licenses required.
But here's the thing about simple math
on Wall Street, it's usually wrong.
Because
you see,
ServiceNow isn't being replaced by AI.
ServiceNow is becoming the AI platform.
So let me explain this with an analogy
that
is hopefully understandable. AI is like
a really smart new employee. Brilliant.
Can work 24 hours a day, never takes a
lunch break. Amazing. But even the
smartest employee in the world needs a
desk. They need a phone. They need a
computer. They need a system to work in.
They need to know which tasks to do, who
to report to, and how to file their
work.
ServiceNow is that system. AI doesn't
replace ServiceNow. AI needs ServiceNow
to actually do anything useful inside a
company. Cuz ServiceNow is already
familiar with the entire machinery
that's inside the business.
So the CEO of ServiceNow put it like
this. He said, "AI without a workflow
platform is like a brain without a
body."
Sort of sits there in a jar. Not very
useful.
Right?
And the numbers actually back him up.
ServiceNow launched an AI product.
Imaginatively, it's called Now Assist.
And it's gone from zero revenue
to 750
million
beautiful American dollars in contract
value. They're targeting 1.5 billion by
the end of this year. So let me put that
into perspective. ServiceNow's core
product, you know, the thing that they
actually make money out of,
it took them 20 years to achieve this
kind of revenue. The had AI product is
growing at warp speed.
And the really clever part, ServiceNow
is shifting its business model. Instead
of charging per seat per employee, cuz
they don't want to please Wall Street,
they're moving to a consumption model.
You pay based on how much AI work you
use, not how many humans you have.
And half of the new contracts are
already on this new model. So, even if
the companies do fire everybody because
of AI,
ServiceNow will still win because the AI
agents running those workflows are now
going to be doing more work. So, they're
going to pay more money to ServiceNow.
So, Wall Street sees AI as a threat.
ServiceNow sees AI as the biggest growth
opportunity in its history.
And so far, the numbers indicate that
they might just be right.
And the opportunity is
simple.
The stock a year ago was trading at over
100 times PE, which is kind of
expensive. Today, it trades at
about 60X.
But, if you go forward one year, it
trades at only
20X. Actually, 14. I put it in here. You
see that? Not not 20, 14. Can you see
that? Let me zoom in on that for you.
Says here, "Earnings expected to grow
meaningfully. Cheaper on forward PE.
It's going from 60 to 14.8."
Which is pretty cheap. Okay. I'm not a
financial advisor. I'm not telling you
to buy this. I I actually don't own this
stock yet. So, I'm not trying to pump it
in any way, shape, or form. I always let
you know if I own a stock. But, they're
growing. They're growing
at 22% their revenue.
They can figure out their profits
because AI products should actually be
cheaper.
CEOs buying it. Politicians are buying
it. El Presidente is buying it.
And it's trading at a Microsoft
valuation, which is actually growing
slower.
Exactly what creates an opportunity.
Now, let me give you
a little bit about what I'm going to
teach you on the weekend. To me, this is
still very early.
Very, very, very, very early.
And therefore, it comes with more risk.
I see some things in here which are
good. Some nice green days here, for
example, with some good volume. But, we
still saw some dumping as it moved up.
There's still some people in this who
want to get rid of it.
And that might mean that we might go
sideways for a little bit longer, which
could actually be a good thing. So, how
do we how do we deal with stocks like
this? Well, you want to look at what's
the bull case?
Like
insider is buying is definitely
something to get our attention. And by
insiders, I mean the CEO and and and and
and and management.
Politicians Politicians,
it's a difficult word for me to spell.
Um seriously, I spell like a 6-year-old,
don't I? It is a little challenging with
the pen. Um interesting.
El Presidente
Trump
Also, interesting. Now, if it was the
local mayor buying it, I would be not
interested at all. But, given that these
guys sit on all the committees that
handle all the money and the AI
contracts and so on, hmm, also
interesting. I then like to look at
customer retention, for example. These
guys really, really retain them very
well. 98% of their customers stick
around, which is pretty extraordinary.
Literally, you can very hard to find a
business with that strong of a customer
lock-in. It's it's a bit like a
um like a crack dealer. Once you're
addicted, you really are addicted. So,
that's kind of how I compare it.
And then I want to look for some sort of
tailwind. And in this case, it is
actually AI. Cuz that new AI product has
gone from zero to 750 million, 1.5
billion by the end of this year, and
they've very smartly changed the way
that they price, not per employee, but
per usage. And then, yes, valuations
also matter. So, this thing is trading
at a 15 times
forward PE, which in a in a simple next
year's profits for 15 years
will be the value of your stock.
And you may be thinking, well, it's
quite expensive still.
By the stock markets and tech stocks
generally, that's a pretty reasonable
valuation. What are the other catalysts
we have? We have that 5 billion buyback.
So, the company is going to destroy
shares, which brings the value of the
existing shares up. And then we've got
the government deal, the GSA deal that I
mentioned at the beginning. Now, having
said all of that,
the market is always right.
So, the fact that the stock's down 50%
here
is, yes, an opportunity because if it
were to go back up, it would be, you
know, 120% up.
But, you also have to realize a lot of
people don't want to own the stock.
That's why it's selling off, and the
sell-off has been pretty pretty violent.
So, I want to look for a clear signal
here where I can see institutional money
pouring into it. I've got an inkling of
it here, but not enough. So, for me, I'm
personally going to sit on this one. I'm
going to sit on this one a little bit,
and join me on on on the weekend and
I'll explain exactly what we're looking
for here, but we're probably looking for
this to go up a little bit higher, maybe
into the 110 or so. If you want to be
more conservative, maybe even up to $120
to get
a higher probability that this thing is
actually going to rip.
But, there are a lot of reasons to
really pay attention to this.
So, we can see very clearly revenue is
growing. It's going stronger and
stronger and stronger. They're
generating money. They're investing.
They're kind of doing all the right
things, and the CEO is putting his money
where his mouth is, right? Even if it's
a big mouth like this one here. So, let
me know
what you make of this. Has this been
useful to you? Let me know. But, most
importantly, learn how to
not get these things terribly wrong.
Cuz that's actually where we lose 90% of
our money. Most people, as I say, will
buy this stock when it's and if it goes
back up to here. This is where the media
will start talking about it. This is
where retail will start buying it, and I
can tell you it's probably going to come
down again.
Cuz that's what businesses and stuff
stocks do. Why? Because the smart money
is getting in somewhere here and it is
then exiting
somewhere there. Because why? Well, they
want to make money.
Money, as they say in certain parts of
the United Kingdom. And
that's what it's all about. It is not
about blindly holding a stock. It's not
about developing some sort of faith in a
business or its CEO or contracting
conviction, which is a disease for which
they are apparently working on in a
vaccine for. Um
it is about making money so you have
more choices. You have more freedom. The
last run-up
from where I say would have been the
right entry point was about 160%
and you could have realized, I think,
about 140% of that. 160 would be timing
the market, doesn't work. 140% would
have been being smart about it. So, what
I'm saying to you is learn how if this
stock rallies, we collect our gains and
then we exit them with a great big
profit because that way
we'll have more money for the next
opportunity, which is ultimately what
this game is all about. If you got some
value out of this, come and join me on
the weekend fixedinvesting.com.
It is free. I'll probably go for 2 hours
cuz I I really want to go deep with you
guys on this. I want to teach you a lot
and you will then learn
how to take advantage of every
opportunity you see and be able to
assess it and say, "No, this is too
risky for me. This is the right kind of
risk for me. This is how I handle it.
This is how much I want to put in it.
This is where I want to buy it. This is
where I want to sell." Which is the most
important thing in the world, quite
frankly. So, if you got some value out
of this, share this video with other
people or golden retrievers. Um
Um join us at fixedinvesting.com. Share
that link with other people because the
more people we can teach how this works,
the less pain there is in the world and
the more time people will have for their
golden retrievers. And I wish you
tremendous success. Just now, one of
America's closest allies walked into the
US Treasury and said,
"Give us a lifeline
or we'll crash your bond market."
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The video analyzes ServiceNow (NOW) as a potential investment opportunity, highlighting unusual buying activity by several high-ranking U.S. politicians, the company's CEO, and even the President. The hosts explore the company's role as a vital software platform for Fortune 500 companies, its strategic shift toward an AI-driven consumption model, and why the recent sell-off may represent a misunderstood market opportunity rather than a decline in the company's value. The presentation includes technical analysis of the company's growth, cash flow, and institutional interest, while cautioning that risk management and proper entry/exit strategies are essential for success.
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