HomeVideos

Leaked: Trump’s $100 BILLION Defense Stock - The Opportunity of a Lifetime!?

Now Playing

Leaked: Trump’s $100 BILLION Defense Stock - The Opportunity of a Lifetime!?

Transcript

827 segments

0:00

Six politicians, Republicans and

0:02

Democrats are quietly buying the same

0:05

stock right now.

0:06

And people who can't agree on literally

0:08

anything agree on a stock, it's

0:10

something that I don't want to ignore.

0:12

Of course, Winston is the one who found

0:14

it. It's a company that powers 85% of

0:18

the Fortune 500. Its CEO just put $3

0:22

million of its own money into it, and

0:24

even the president of the United States,

0:27

the trader in chief, holds a grand

0:30

million dollars of it. And the stock,

0:32

it's been cut almost in half. Wall

0:36

Street thinks AI is going to destroy it,

0:39

but the insiders, the politicians, the

0:42

CEO, and the president are buying

0:45

[music] it as quickly as they can. So,

0:47

by the end of this video, you'll

0:48

understand why this could be one of the

0:51

most mis- well, one of the most

0:53

misunderstood opportunities really in

0:54

the market right now. And I'll give you

0:56

a simple framework to decide if it

0:58

belongs

0:58

>> [music]

0:59

>> in your portfolio. Now, I'm not going to

1:00

hold you hostage for 20 minutes to try

1:02

and figure out what the stock is. It is

1:04

ServiceNow. If you just want to run away

1:07

and not understand any of it, good luck

1:09

to you. Uh my name is Felix. This is

1:11

Winston here. He used to be an

1:12

investment banker. I was an economist,

1:15

and we are also the founders of the Go

1:17

Academy, where my Wall Street mentors

1:19

have taught well over 20,000 people the

1:21

last 6 years. And what we do here is we

1:24

give regular investors like you and me

1:26

and Winston here access to the knowledge

1:29

that is usually only to the lovies on

1:32

Wall Street. So, I'm going to break down

1:34

for you why the politicians with top

1:37

secret clearance, a billionaire, and the

1:40

president of the United States are all

1:42

loading up on this stock. I'm not saying

1:44

you should buy it. I am not a financial

1:46

advisor. I am only registered as an

1:49

owner of this guy, nothing else. So,

1:52

come to your own conclusion. But, I'm

1:54

also going to give you a ton of data.

1:56

And

1:57

every piece of data I give you, well,

1:59

some of it is going to go right as data

2:01

normally does. So, I'm going to be

2:03

selling better for you. I'm going to

2:05

give you

2:06

full access to the tool that I used to

2:09

get the data from. All right. It's a

2:11

free trial there for the week. There's a

2:12

30-day money-back guarantee. It's

2:14

literally the one risk-free thing you

2:15

can do today. Test it. It's zero risk,

2:18

and tell me what you think of it. It

2:20

isn't called the Winston app,

2:22

particularly the stock radar part in it

2:25

that I've got on the screen here. I'm

2:26

going to walk you through a little bit

2:27

of that cuz it's going to help us

2:28

understand this better.

2:30

But first of all, what caught Winston's

2:32

attention was

2:34

the politicians. And let me walk you

2:36

through them because they're not just

2:38

random politicians.

2:40

They're sitting in Congress. The number

2:42

one is called Byron Donalds. He's a

2:44

Republican from Florida.

2:47

And he sits in the Financial Services

2:49

Committee, specifically the Subcommittee

2:52

on Digital Assets, Financial Technology,

2:56

and Artificial Intelligence. He also

2:59

sits on the Oversight and Government

3:01

Reform Committee. So, this is the guy

3:03

who literally oversees AI and fintech

3:06

regulation, and he's buying a stock that

3:10

is one of the biggest AI enterprise

3:12

platforms in the world.

3:14

Pure coincidence, obviously. And he

3:16

would never use insider knowledge for

3:18

his own benefit. I'm sure he's just

3:20

doing it for the puppies. And then we've

3:22

got another Republican. He's called Tony

3:25

Wyatt. I don't probably mispronouncing

3:27

that. He's from Wisconsin. And

3:29

he's actually the biggest buyer of the

3:31

bunch. He chairs the Subcommittee on

3:33

Contracting in Infrastructure.

3:36

He also sits on the Transportation

3:38

Infrastructure Committee. Now, why the

3:40

heck does that matter? Because he

3:41

oversees how government contracts cuz he

3:44

oversees government contracts with

3:47

technology companies.

3:49

And

3:50

guess what? ServiceNow just signed a

3:52

massive government deal. Maybe he knew

3:54

about that. Again, he would never use

3:56

that information for personal benefit.

3:58

I'm sure the profits from the trade, if

4:00

there are any, will be donated to the

4:03

local kitten sanctuary. And then we've

4:05

got one of the top traders out there,

4:07

chap called Ro Khanna. He's from

4:09

California, and he sits on the Armed

4:12

Services Committee, specifically the

4:14

cyber information technology and

4:16

innovation subcommittee. He's also on

4:19

the Oversight Committee

4:21

for Cybersecurity and AI. Yeah, that

4:23

one. And he's also on the Select

4:25

Committee on Strategic Competition with

4:28

China. That's how we have to say it now.

4:30

That's what the president said. So, he

4:32

sits on two subcommittees that directly

4:34

oversee cybersecurity and government IT

4:36

spending. Again, he would never use that

4:39

information for his own benefit. No. No,

4:42

no, no. He's donating it to a goat

4:45

sanctuary in California. Now, Ro

4:47

Khanna's investment portfolio has beaten

4:50

the S&P by 112% since 2024 since you got

4:54

data. 112% higher returns. So, he's got,

4:57

you know, Nancy Pelosi, you know,

4:59

everyone knows her, right? She's done

5:01

about a third what Ro Khanna has done.

5:03

For some reason, everyone's in, you

5:05

know, blaming the wrong one for being

5:07

the greatest stock trader of all time.

5:09

No, it's actually Ro Khanna. And he

5:11

invested in a little stock that we

5:13

covered a little while ago, too.

5:15

And it's called SanDisk. And since he

5:19

bought it,

5:21

it went up 3,000%.

5:24

And now he's buying ServiceNow. So, best

5:28

track record in Congress, access to all

5:30

the inside information, which he would

5:32

of course never use, right? I think I

5:34

need to keep saying that, otherwise, you

5:35

know, they might come after me. Um

5:38

We should probably cut that part out.

5:39

And then we've got Chuck Fleischmann,

5:42

which is a glorious name. Um a

5:44

Republican from Tennessee. I wish I

5:45

could do American accents. Wouldn't that

5:47

be fun if I could do an accent for every

5:48

one of those? I should probably work on

5:50

that. Now, he sits on the Appropriations

5:52

Committee. And most people know that's

5:54

where the powerful people sit because

5:56

they decide where the government spends

5:57

money. That's it. They hold the

6:00

checkbook. So, Fleischmann specifically

6:02

chairs the Energy and Water Development

6:04

Subcommittee. He sits on the Defense

6:06

Appropriations and the Science, Space,

6:09

and Technology Committee. So, the guy

6:11

who owns the government's checkbook and

6:13

he buys a stock, well,

6:15

you kind of want to know why, right?

6:16

We've got two more. Uh we'll go through

6:18

them quickly. Josh Gottheimer, a

6:20

Democrat from New Jersey. Um he sits on

6:23

the Permanent Select Committee on

6:25

Intelligence. He's a ranking member of

6:28

the NSA and Cyber Subcommittee. These

6:30

guys have got some influence, right? So,

6:32

I'm going to keep saying this, they're

6:34

doing this for the greater good. We just

6:35

don't understand it. You know, the

6:36

mighty, they do things in peculiar ways.

6:38

Uh there is no personal interest.

6:40

They're not into in it for for personal

6:42

gain and so on. Hopefully, that gets me

6:44

off the NSA A-list. Um he also oversees

6:47

AI, financial technology, all that

6:49

stuff. So, he has top secret

6:50

intelligence clearance, right? Um and

6:53

he's buying ServiceNow. And then, number

6:55

four,

6:56

six is Michael McCaul, a Republican from

7:00

the glorious state of Texas. He's the

7:02

vice chair of the Homeland Security

7:04

Committee. Again, he's doing this for

7:05

the kittens and the puppies. I want to

7:07

make that very clear. Um he also

7:10

literally founded the Congressional

7:12

High-Tech Caucus. He co-chairs the

7:15

Congressional Cybersecurity Caucus. The

7:17

man who created Congress's technology

7:20

group and its cybersecurity group is

7:22

buying a cybersecurity and AI stock.

7:27

Hm. So, let me connect the dots for you.

7:29

ServiceNow.

7:31

And if you haven't seen the stock chart

7:32

for it yet, looks pretty scary.

7:35

>> [laughter]

7:35

>> It was trading at $230 right now. It's

7:37

trading at less than half. They just

7:39

signed a massive deal with the GSA.

7:41

Winston, what's the GSA? The GSA is the

7:45

General Services Administration. It's

7:47

the agency that handles purchasing for

7:50

the entire federal government. Boring I

7:53

know, but the deal gives federal

7:55

agencies a 70% discount on services in

7:58

our AI platform.

7:59

Now, the GSA has driven over 60 billion

8:03

in contract savings using platforms like

8:05

ServiceNow since last year. And these

8:07

politicians sit on the committee that

8:09

oversees these very contracts. And it is

8:12

not just Congress.

8:14

Presidente El Trumpo personally holds

8:16

over a million dollars in ServiceNow

8:18

stock and it's his administration that

8:21

signed that GSA deal.

8:23

So, when the president owns the stock,

8:25

his administration is signing deals with

8:27

a company, it's kind of another data

8:29

point that's hard to ignore. But it gets

8:32

even better than that. The CEO is buying

8:34

it, too. Bill McDermott, the CEO of

8:38

ServiceNow just put 3 million bucks of

8:39

his own personal money into the stock

8:42

down here. Now, CEOs sell stock for many

8:46

reasons, you know?

8:47

The mistress is more expensive, you need

8:49

to pick a yacht, you know, that kind of

8:50

thing. Uh the

8:52

Connecticut house needs an extension,

8:55

all that sort of stuff. But when they

8:58

buy stock, their own stock, they do it

9:00

for one reason.

9:01

And the way he phrases this, and I

9:04

quote, he says, "It is a

9:05

once-in-a-generation

9:07

moment." And then he canceled his

9:09

automatic stock-selling plan. You know

9:11

those plans where CEOs schedule stock

9:13

sells in advance? He canceled it. And he

9:15

went from scheduled selling to active

9:18

buying. Four other executives have done

9:20

the exact same thing. They've also just

9:22

announced they're going to buy back 5

9:23

billion of their own stock. Stock, even.

9:26

So, the CEO stops selling and starts

9:28

buying with his own money. Kind of

9:30

interesting, isn't it? Now, we're going

9:32

to go a little bit deeper for those of

9:33

you who like going a little bit deeper

9:35

and really understand this, cuz of

9:36

course there is

9:37

uh risk with it and I want to make sure

9:39

you understand that. But let me ask you

9:42

But let me ask you something and be

9:44

honest with yourself. Have you ever

9:46

bought a stock sort of up here, then it

9:50

went down lower and maybe you even

9:51

bought some more here and here because

9:53

it looked cheap as the discount

9:56

averaging crowd keeps telling you

9:58

and you watched it fall and fall and

10:01

fall.

10:02

If you've done that put the stock name

10:04

in the comments. Let's make this a we

10:06

buy too late anonymous group here

10:09

and it'll honestly help people. People

10:10

will feel better if you share that with

10:12

them because then they're like, okay,

10:13

I'm not the only Muppet out there. No,

10:15

it is actually

10:16

normal to do that.

10:18

But how does it feel?

10:20

How does it feel watching your hard

10:21

earned money disappear? Does it make you

10:23

angry, frustrated, pissed off, scream

10:26

manipulation, you know, tear your hair

10:28

out or maybe you just get sad? Well,

10:31

guess what? The reason you're doing that

10:33

is because no one's ever told you that

10:36

Wall Street has a simple solution to

10:37

that.

10:38

A way this never happens to them.

10:42

Now they don't advertise the system,

10:44

which I think is just incredibly unfair

10:45

and if you agree with me on that, maybe

10:47

put that in the comments as well. Just

10:48

write unfair in there.

10:50

So,

10:51

Winston and I are going to do something

10:52

special for you.

10:53

This coming weekend

10:56

we're going to teach you in a free

10:58

workshop how to fix bad timing once and

11:01

for all. That's the title. How to fix

11:02

bad timing once and for all.

11:03

Imaginative, I know. And you can get

11:05

your free seat for that at

11:07

fixinvesting.com.

11:09

fixinvesting.com.

11:11

And if you're thinking, but Felix,

11:12

nobody can time the market perfectly,

11:14

well yes, you'd be right.

11:16

But the kind of buying up here and then

11:19

holding on to it down here for the pain,

11:22

watching your wealth get destroyed, that

11:24

is avoidable. Nobody needs to ever have

11:27

a 30% down on a stock. It is literally

11:30

avoidable and I'll teach you the system

11:32

that Wall Street's been teaching their

11:34

bankers for the last 50 years. So, get

11:36

your free seat at fixinvesting.com.

11:39

We're going to have a blast, and

11:42

be there on time. That's all I ask. And

11:45

let's get back to the the program. Okay,

11:47

so what's

11:48

what's ServiceNow really what what do

11:50

they actually do? People always want to

11:52

know what stocks do, don't they? Uh and

11:53

it's a it's a good kind of curiosity.

11:56

What does the company actually do? Okay,

11:58

let me explain this in the simplest way

11:59

possible. Imagine a big company like uh

12:03

say a bank

12:04

or a or a hospital or some sort of

12:06

government agencies, you know, thousands

12:07

of employees, hundreds of departments,

12:10

millions of tasks happening every day.

12:12

Uh somebody needs a new laptop.

12:14

A customer calls with a complaint.

12:16

Security alert goes off. A new employee

12:18

needs to be on boarded. An invoice needs

12:20

approval. All those things need to flow

12:23

through a system,

12:24

and someone needs to sign it, track it,

12:27

make sure it gets done, and make sure

12:28

nothing falls through the cracks.

12:30

That is what ServiceNow does. It is the

12:32

nervous nervous system of a company. It

12:35

connects everything. So, sort of if a

12:37

company is is is a imagine if a company

12:40

is a human body, you can see I've teased

12:43

and work here. Um ServiceNow is the the

12:47

sort of nervous system that connects all

12:49

the bits up to, you know, where the

12:51

brain is meant to be. Um so, it's the

12:54

thing that connects the brain to the

12:56

muscles. Without it, you're just a

12:57

vegetable.

12:58

And when you call your bank and say they

13:01

fixed your problem, instead you know,

13:04

what is involved? ServiceNow. It's

13:05

probably running there behind the

13:06

scenes. When an employee at a big tech

13:09

tech company needs access to the new

13:10

tool, ServiceNow is probably giving the

13:12

access. When a hospital manages your

13:16

patient data and make sure nothing gets

13:18

missed, ServiceNow is probably running

13:20

in the background. So, I can guarantee

13:23

you that your personal data is being

13:24

handled by ServiceNow.

13:26

And the reason for that is that 85%

13:30

of Fortune, if I could spell,

13:33

500 companies, Winston poked out there,

13:36

um 85% of them

13:39

use this product. So, 85 out of hundreds

13:41

of America's biggest companies use the

13:43

product. And 98%

13:46

of their customers renew

13:49

every year.

13:50

Which is just unbelievable, isn't it,

13:52

Winston? Unbelievable. So, once you

13:54

start using service now, you don't stop.

13:56

Right? Because ripping out your nervous

13:58

system is really, really painful. It's

14:01

sticky. It's woven into everything that

14:03

they do, all the boring bits. So,

14:07

I was looking at this the financials, to

14:09

be honest with you, and I was kind of

14:10

still thinking like, I don't really get

14:11

it. Cuz if you go into the the Winston

14:13

up here and you just type now, which is

14:15

the stock ticker, or you go about

14:16

service now in there, and you see this

14:18

little row here, right? There are other

14:20

companies that have the word now in it,

14:21

obviously.

14:22

Um

14:23

we're giving it a good score of

14:25

four Winstons out of five Winstons,

14:28

which is which is pretty good, right?

14:29

Four Winstons out of five, score of 75

14:32

out of 100, pretty good. But then you

14:33

see these little green bars. These

14:34

little green bars are the rate at which

14:37

the profits are growing. And if you

14:40

hover over that,

14:41

maybe we can zoom in on that on the

14:42

edit, you can see that their profits

14:44

were growing at just 2% last quarter,

14:47

which is like,

14:48

all right, boring, isn't it, Winston?

14:50

Very boring. We don't really like that

14:52

sort of thing.

14:53

So, it makes me wonder, well, what's

14:54

about to change? Maybe these guys know

14:58

something that they heard on the street,

15:00

you know, obviously not in a

15:01

subcommittee, cuz they'd never use that

15:02

information for personal gain. No, of

15:04

course not. Um that makes them think

15:07

this slump in profit growth

15:09

has just been fixed. And then I opened

15:12

up our detail page for the for the

15:14

service now, and we have something in

15:16

there called a growth profile. So, for

15:17

growth stocks that are growing a lot, we

15:20

look at not just profit, but like

15:22

actually growth. And look at that,

15:24

growth is actually looking pretty good,

15:26

22%.

15:28

R&D spend is rising. Now, why is that a

15:32

good thing? Companies wasting more

15:33

money? No. If you're innovating, if

15:36

you're building something new that could

15:37

make you more profitable, well, you got

15:39

to have to spend some money on research

15:41

and development. So, generally speaking,

15:43

for growth stocks, we want them to spend

15:46

more on research and development than

15:48

the year before. And guess what? They're

15:51

generating cash. They have 2.7 billion

15:54

cash on hand. They generated 1.5 billion

15:59

dollars in cash last quarter. It's just

16:00

sort of lingering around in their bank

16:02

account. And they're putting some of

16:04

that into R&D, which is actually pretty

16:06

good.

16:07

It's got very good margins, growing

16:10

pretty consistently the revenue. It's

16:12

just their profits took a dip. So, why

16:14

did their profits take a dip? Well,

16:16

quite possibly because they are

16:18

investing more

16:20

into what's going to make them a better

16:22

and more profitable company. Now, that

16:24

may or may not happen. I'm not saying

16:26

that it definitely will, but I'm saying

16:28

that those six happy folks plus El

16:31

Presidente, they obviously think there

16:32

is something in this. So, this isn't a

16:34

startup burning through investor money.

16:37

It's a profitable cash-generating

16:39

machine, and they have over 630

16:42

customers spending more than 5 million a

16:43

year on them. So, it's obviously doing

16:46

something right. Now, if you're

16:48

wondering how we come up with our

16:49

Winston scores here of of 75, uh and

16:53

Winston says he's happy, high-quality

16:55

business with solid fundamentals, it

16:57

literally means it's a high-quality

16:58

business, solid fundamentals.

17:00

And we use five pillars for that that

17:03

are underlying.

17:05

Quality, and again, there's an

17:06

explanation for all that stuff in here.

17:08

You just click on the little question

17:09

marks.

17:10

Growth,

17:11

cash flow, how stable it is as in debt,

17:14

and then valuations. And if you really

17:16

want to understand how that works, just

17:18

go into into the Winston app and expand

17:22

the thing at the bottom of the page

17:23

here, and we have a proper little lesson

17:25

in there of how that works. There is

17:27

also a video lesson that I made for all

17:31

of that. So, you can you can watch those

17:33

as well, exactly how that functions and

17:34

in in how we come up with those. The

17:36

goal is to give you a very quick

17:38

snapshot of what a stock is, how it

17:40

actually works. Um and I thinking it

17:42

might be interesting to add these

17:44

politician investments to this, don't

17:46

you think? I think that could be

17:47

something we might want to do. Uh

17:49

Winston, what do you think? Should we

17:50

add that to the Winston app? What do you

17:51

think? Politicians?

17:53

Yes?

17:54

Well, he's going to have to do the hard

17:55

coding here, so you have to get his

17:57

approval, but I think that might be a

17:58

good thing to sniff out for you guys.

18:00

So, again, there's a link down below to

18:01

get um to get the Winston app. As I say,

18:04

it's as a free trial, zero risk, 30-day

18:07

money-back guarantee and all of that. I

18:08

don't want to like lock you guys into

18:09

something. I want to give you something

18:11

that's insanely valuable, so you can

18:12

make better decisions. That's always why

18:14

we why we do things around here.

18:15

Now,

18:16

having said all of that,

18:18

why oh why did such a great company,

18:22

loved by everybody who matters, do this

18:25

here? And by this here, I mean

18:28

money destruction extraordinaire,

18:31

56% down.

18:33

So, what happens? Well, Wall Street's

18:35

come up with a phrase, and they call it

18:38

SaaS apocalypse.

18:40

Now, SaaS apocalypse is um

18:44

the apocalypse for software as a service

18:46

companies.

18:47

The fear goes like this.

18:49

AI is going to make

18:52

The theory is this. AI is going to

18:57

make all employees obsolete. We won't

19:00

need employees anymore. So, if AI can do

19:02

the work of 10 people, companies won't

19:04

need 10 people. If they don't need 10

19:05

people, they don't need

19:09

licenses for software.

19:12

Licenses. So, right now, say you have 10

19:15

licenses. If we only need one, the

19:17

theory is that a company like ServiceNow

19:20

will lose 90% of revenue. And that fear

19:23

ripple through the entire software

19:24

sector. Billions of dollars in market

19:26

value,

19:27

whoosh, gone. Sort of sounds logical,

19:29

doesn't it? Fewer employees means fewer

19:31

licenses required.

19:33

But here's the thing about simple math

19:34

on Wall Street, it's usually wrong.

19:37

Because

19:38

you see,

19:40

ServiceNow isn't being replaced by AI.

19:43

ServiceNow is becoming the AI platform.

19:47

So let me explain this with an analogy

19:48

that

19:49

is hopefully understandable. AI is like

19:52

a really smart new employee. Brilliant.

19:54

Can work 24 hours a day, never takes a

19:56

lunch break. Amazing. But even the

19:58

smartest employee in the world needs a

20:00

desk. They need a phone. They need a

20:02

computer. They need a system to work in.

20:04

They need to know which tasks to do, who

20:06

to report to, and how to file their

20:08

work.

20:09

ServiceNow is that system. AI doesn't

20:12

replace ServiceNow. AI needs ServiceNow

20:15

to actually do anything useful inside a

20:17

company. Cuz ServiceNow is already

20:20

familiar with the entire machinery

20:23

that's inside the business.

20:25

So the CEO of ServiceNow put it like

20:27

this. He said, "AI without a workflow

20:30

platform is like a brain without a

20:32

body."

20:33

Sort of sits there in a jar. Not very

20:35

useful.

20:36

Right?

20:37

And the numbers actually back him up.

20:38

ServiceNow launched an AI product.

20:40

Imaginatively, it's called Now Assist.

20:43

And it's gone from zero revenue

20:46

to 750

20:49

million

20:50

beautiful American dollars in contract

20:53

value. They're targeting 1.5 billion by

20:55

the end of this year. So let me put that

20:58

into perspective. ServiceNow's core

21:01

product, you know, the thing that they

21:03

actually make money out of,

21:04

it took them 20 years to achieve this

21:08

kind of revenue. The had AI product is

21:10

growing at warp speed.

21:13

And the really clever part, ServiceNow

21:14

is shifting its business model. Instead

21:16

of charging per seat per employee, cuz

21:19

they don't want to please Wall Street,

21:20

they're moving to a consumption model.

21:23

You pay based on how much AI work you

21:25

use, not how many humans you have.

21:28

And half of the new contracts are

21:30

already on this new model. So, even if

21:31

the companies do fire everybody because

21:34

of AI,

21:35

ServiceNow will still win because the AI

21:37

agents running those workflows are now

21:39

going to be doing more work. So, they're

21:41

going to pay more money to ServiceNow.

21:43

So, Wall Street sees AI as a threat.

21:46

ServiceNow sees AI as the biggest growth

21:48

opportunity in its history.

21:50

And so far, the numbers indicate that

21:53

they might just be right.

21:55

And the opportunity is

21:57

simple.

21:58

The stock a year ago was trading at over

22:01

100 times PE, which is kind of

22:03

expensive. Today, it trades at

22:07

about 60X.

22:09

But, if you go forward one year, it

22:12

trades at only

22:14

20X. Actually, 14. I put it in here. You

22:18

see that? Not not 20, 14. Can you see

22:20

that? Let me zoom in on that for you.

22:21

Says here, "Earnings expected to grow

22:23

meaningfully. Cheaper on forward PE.

22:25

It's going from 60 to 14.8."

22:28

Which is pretty cheap. Okay. I'm not a

22:31

financial advisor. I'm not telling you

22:32

to buy this. I I actually don't own this

22:34

stock yet. So, I'm not trying to pump it

22:35

in any way, shape, or form. I always let

22:38

you know if I own a stock. But, they're

22:39

growing. They're growing

22:41

at 22% their revenue.

22:44

They can figure out their profits

22:46

because AI products should actually be

22:48

cheaper.

22:49

CEOs buying it. Politicians are buying

22:51

it. El Presidente is buying it.

22:54

And it's trading at a Microsoft

22:55

valuation, which is actually growing

22:56

slower.

22:57

Exactly what creates an opportunity.

23:00

Now, let me give you

23:02

a little bit about what I'm going to

23:03

teach you on the weekend. To me, this is

23:06

still very early.

23:08

Very, very, very, very early.

23:11

And therefore, it comes with more risk.

23:14

I see some things in here which are

23:16

good. Some nice green days here, for

23:18

example, with some good volume. But, we

23:20

still saw some dumping as it moved up.

23:23

There's still some people in this who

23:24

want to get rid of it.

23:26

And that might mean that we might go

23:28

sideways for a little bit longer, which

23:29

could actually be a good thing. So, how

23:31

do we how do we deal with stocks like

23:33

this? Well, you want to look at what's

23:35

the bull case?

23:37

Like

23:38

insider is buying is definitely

23:40

something to get our attention. And by

23:42

insiders, I mean the CEO and and and and

23:45

and and management.

23:46

Politicians Politicians,

23:49

it's a difficult word for me to spell.

23:52

Um seriously, I spell like a 6-year-old,

23:53

don't I? It is a little challenging with

23:54

the pen. Um interesting.

23:57

El Presidente

23:59

Trump

24:00

Also, interesting. Now, if it was the

24:02

local mayor buying it, I would be not

24:04

interested at all. But, given that these

24:06

guys sit on all the committees that

24:08

handle all the money and the AI

24:09

contracts and so on, hmm, also

24:11

interesting. I then like to look at

24:14

customer retention, for example. These

24:16

guys really, really retain them very

24:18

well. 98% of their customers stick

24:20

around, which is pretty extraordinary.

24:22

Literally, you can very hard to find a

24:24

business with that strong of a customer

24:25

lock-in. It's it's a bit like a

24:28

um like a crack dealer. Once you're

24:29

addicted, you really are addicted. So,

24:31

that's kind of how I compare it.

24:33

And then I want to look for some sort of

24:35

tailwind. And in this case, it is

24:37

actually AI. Cuz that new AI product has

24:40

gone from zero to 750 million, 1.5

24:43

billion by the end of this year, and

24:45

they've very smartly changed the way

24:46

that they price, not per employee, but

24:49

per usage. And then, yes, valuations

24:52

also matter. So, this thing is trading

24:53

at a 15 times

24:55

forward PE, which in a in a simple next

24:59

year's profits for 15 years

25:02

will be the value of your stock.

25:04

And you may be thinking, well, it's

25:05

quite expensive still.

25:07

By the stock markets and tech stocks

25:09

generally, that's a pretty reasonable

25:11

valuation. What are the other catalysts

25:13

we have? We have that 5 billion buyback.

25:16

So, the company is going to destroy

25:18

shares, which brings the value of the

25:20

existing shares up. And then we've got

25:23

the government deal, the GSA deal that I

25:25

mentioned at the beginning. Now, having

25:28

said all of that,

25:29

the market is always right.

25:31

So, the fact that the stock's down 50%

25:33

here

25:34

is, yes, an opportunity because if it

25:36

were to go back up, it would be, you

25:38

know, 120% up.

25:39

But, you also have to realize a lot of

25:41

people don't want to own the stock.

25:43

That's why it's selling off, and the

25:44

sell-off has been pretty pretty violent.

25:46

So, I want to look for a clear signal

25:48

here where I can see institutional money

25:50

pouring into it. I've got an inkling of

25:52

it here, but not enough. So, for me, I'm

25:55

personally going to sit on this one. I'm

25:56

going to sit on this one a little bit,

25:58

and join me on on on the weekend and

26:00

I'll explain exactly what we're looking

26:01

for here, but we're probably looking for

26:04

this to go up a little bit higher, maybe

26:07

into the 110 or so. If you want to be

26:09

more conservative, maybe even up to $120

26:12

to get

26:13

a higher probability that this thing is

26:16

actually going to rip.

26:18

But, there are a lot of reasons to

26:20

really pay attention to this.

26:21

So, we can see very clearly revenue is

26:23

growing. It's going stronger and

26:25

stronger and stronger. They're

26:26

generating money. They're investing.

26:28

They're kind of doing all the right

26:29

things, and the CEO is putting his money

26:31

where his mouth is, right? Even if it's

26:32

a big mouth like this one here. So, let

26:35

me know

26:36

what you make of this. Has this been

26:38

useful to you? Let me know. But, most

26:40

importantly, learn how to

26:44

not get these things terribly wrong.

26:47

Cuz that's actually where we lose 90% of

26:49

our money. Most people, as I say, will

26:52

buy this stock when it's and if it goes

26:56

back up to here. This is where the media

26:59

will start talking about it. This is

27:00

where retail will start buying it, and I

27:03

can tell you it's probably going to come

27:05

down again.

27:06

Cuz that's what businesses and stuff

27:08

stocks do. Why? Because the smart money

27:11

is getting in somewhere here and it is

27:13

then exiting

27:15

somewhere there. Because why? Well, they

27:18

want to make money.

27:20

Money, as they say in certain parts of

27:22

the United Kingdom. And

27:24

that's what it's all about. It is not

27:26

about blindly holding a stock. It's not

27:29

about developing some sort of faith in a

27:31

business or its CEO or contracting

27:34

conviction, which is a disease for which

27:37

they are apparently working on in a

27:38

vaccine for. Um

27:40

it is about making money so you have

27:42

more choices. You have more freedom. The

27:45

last run-up

27:47

from where I say would have been the

27:48

right entry point was about 160%

27:51

and you could have realized, I think,

27:53

about 140% of that. 160 would be timing

27:56

the market, doesn't work. 140% would

27:59

have been being smart about it. So, what

28:01

I'm saying to you is learn how if this

28:04

stock rallies, we collect our gains and

28:07

then we exit them with a great big

28:09

profit because that way

28:12

we'll have more money for the next

28:13

opportunity, which is ultimately what

28:15

this game is all about. If you got some

28:16

value out of this, come and join me on

28:18

the weekend fixedinvesting.com.

28:20

It is free. I'll probably go for 2 hours

28:23

cuz I I really want to go deep with you

28:25

guys on this. I want to teach you a lot

28:27

and you will then learn

28:29

how to take advantage of every

28:31

opportunity you see and be able to

28:32

assess it and say, "No, this is too

28:34

risky for me. This is the right kind of

28:36

risk for me. This is how I handle it.

28:38

This is how much I want to put in it.

28:39

This is where I want to buy it. This is

28:40

where I want to sell." Which is the most

28:42

important thing in the world, quite

28:43

frankly. So, if you got some value out

28:45

of this, share this video with other

28:47

people or golden retrievers. Um

28:50

Um join us at fixedinvesting.com. Share

28:52

that link with other people because the

28:54

more people we can teach how this works,

28:56

the less pain there is in the world and

28:58

the more time people will have for their

28:59

golden retrievers. And I wish you

29:01

tremendous success. Just now, one of

29:03

America's closest allies walked into the

29:06

US Treasury and said,

29:08

"Give us a lifeline

29:11

or we'll crash your bond market."

Interactive Summary

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.

Suggested questions

3 ready-made prompts