If you watched our videos nine months

ago, you watched Winston here call the

biggest energy trade of the AI boom

months before it hit front page news. We

told you to look at nuclear Ollo new

scale non-nuclear all those guys. And

what happened? Well, Olo more than

tripled. New scale nearly doubled.

Nanuclear screamed up over 115% in a

matter of weeks. And then guess what?

Every single one of them crashed. Oklo

gave back 65% of those gains. UK scale

collapsed about 80%. Nanuclear got cut

roughly in half. So the thesis was

right. The companies are still building

reactors for a data centers, but the

wrong timing destroyed people who held

too long or waited and got in too late.

So today I'm going to show you something

that I think is going to be bigger than

Palunteer which we started talking about

at about 20 bucks bigger than Nvidia.

Five stocks I believe when the next leg

of the AI boom. And this time I'm going

to give you a framework that I use so

hopefully you can give back the gains

when the music stops. And if you're

looking at a chart like this where first

time we talked about this was in May

last year and the thing went up, you

know, 200% or something, but actually

you're still in this and you're down a

lot because maybe you bought it not

exactly where I was talking about it

based on rules. Maybe you bought it out

there. So maybe you're down 70% right

now. I bet you're pretty frustrated. And

if this has happened to you on some

scale with any stock, put the stock

ticker in the in the chat. Um, and it'll

sort of make us a, you know, bag holders

anonymous group here. And honestly,

it'll help people because people will

realize it's not just me. It's not

because you're stupid. It's because you

haven't been taught the right skills.

So, if it's frustrating for you to buy

too late or to sell too late, I'm going

to do something for you this weekend

that I've never done before and I might

never do it again. I'm going to teach

you for two hours for no charge how to

avoid those big painful losses.

>> Winston, come here. Come, come, come,

come, come, come, come on here. Come

here. Sit, sit, sit, sit.

>> And Winston will be that. We're going to

run a live workshop and he's so annoyed

by people losing all this money

unnecessarily that he's turning his back

to us. It's going to be all held on

Zoom. It's called How to Fix Bad Timing

once and for all. And I'm going to teach

you how Wall Street handles this better

than us retail investors do. So get your

free seat at fixinvesting.com.

Yeah, fixinvesting.com. That's the

that's the mission here. And by the end

of this video, you'll have the five

stocks that I believe lead the next leg

of AI and hopefully the discipline to

avoid getting destroyed, at least if you

show up on the weekend. And the thesis

is simple. AI is the most powerhungry

technology humans have ever invented.

The world simply doesn't have enough

electricity to feed it. That's it. Now

writes the software and build Nvidia

builds the brains but neither one works

without electricity and the US grid is

buckling. So imagine imagine this for a

make it simple. Imagine your child built

a giant Lego city. Beautiful, massive,

lights, train, some sort of thing. And

then you realize they plugged it all

into an outlet. Say you sort of

electrified it and then the breaker

blows. That outlet is the US grid. And

those Legos are data centers. And the

breaker is blowing already. Now,

everybody is saying they want to buy the

shovel in this AI gold rush, right? But

the smart money is now not asking what

are the shovels, the chips. The smart

money is now asking where do the shovels

get sharpened? Where do they get

powered? So Nvidia is the obvious

shovel. But these five companies here,

they are the pickaxe sharpener

and the bloodstream that keeps

everything including Nvidia alive.

Without electricity, your Nvidia chip

that's, you know, thousands of dollars

is uh is about as useful as, you know,

this cup. And US data center demand is

going to grow four times in the next

four years. And there is literally no

scenario solar, wind, batteries combined

that fills that hole in time. The only

247 base load answer is unfortunately

nuclear. I say unfortunately I'm not a

huge fan of stuff that sort of pollutes

the world forever. But it's carbon

neutral. There we have it, right?

Everything is going to be just fine.

Just a little little bit of sort of

Homer Simpson radiation. But retail

investors look at chips because chips

are sort of easier to understand. So for

those of you frustrated want to know

what the stocks are, I'm just going to

give them to you quickly. Uh, it's

Nanuclear, it's Ollo, it's SMR just

called New Scale, it's Vcore, and it's

Vertive Holdings. Here they are. Take a

screenshot. One, two, three. Now, for

those of you who actually want to learn

how we pick them and why we pick them,

we're going to run through the framework

for it. You always in step one want to

identify the bottleneck. Always ask

what's the constraint to this current

bullcase scenario like what are we

missing here? And in AI right now, the

constraint is definitely no longer

chips. Still there, but it's not the big

thing. It's not data. You got plenty of

that. It is power. So you know the

bottleneck and therefore you have an

idea of where the money is going to flow

next. And every bottleneck has a set of

companies that solve different parts of

that. So for the AI energy story, you

can kind of draw a pyramid or something

like that with layers, five layers. So

if you had a pyramid that looked like

this, your base layer

is basically fuel and logistics like who

delivers the uranium and the plutonium

to the nuclear plants, right? The layer

above that is who actually builds the

reactors. I've got it on the left here a

little bit cleaner and clearer. And then

the layer three is who's allowed to

actually build them right now? Who's

licensed to do that? Right. And then

you've got that's your layer three.

Layer four is who turns electricity into

something that a chip can use. So this

is sort of your

your convo, your conversion. And then

layer five

is

the data center infrastructure. Like who

does the actual cooling and the power of

the actual buildings? That's the top.

And if you only buy one layer, you're

kind of gambling. If you own all five,

you own the value chain, you're quite

likely to be right. Now, I'm not a

financial advisor. I'm not telling you

what to buy. I'm just sharing my

research with you. By the way, I know

this is fairly fairly in-depth

packacted. So, there is a free research

doc that comes with this video. Just to

make sure all of this information lands

for you, you can download that at

felixfriend.org/nuclear.

Free link down below as well. So after

you grab yourself a seat for the free

training on the weekend so you no longer

you know give back all your gains u

watch read that report as well. And what

we're going to go a lot deeper on on the

weekend is there are patterns to the

market. In fact there are four patterns

to the market. I'll show you an example

here with with SMR for example or maybe

with Olo because it's kind of cleaner

you know made us a lot of money even

since the video last video came out on

Olo this thing went up 60% right now

you'd be looking at a negative but

that's only if you held on to it which I

believe is a mistake with things like

this. So what have we got? We have a

base pattern. That's your number one

base. You then have a very distinct

climbing pattern. I call it climbing.

Winston likes to climb. And then you

kind of top out. Uh I I only call a sort

of tired pattern. This one's quite

shortlived. Sometimes they're a little

bit longer. And then what happens? Well,

you collapse, right? And you collapse

faster than you go up by usually. Why?

Because if you ever climbed the

mountain, it takes longer to go up than

if you can run down. Assuming you can

run down. It's not true for all matters.

But this is your this is your downhill

effect. So where are we right now? Does

it remind you of something? Does it

remind you perhaps of the base scenario?

Because you get to a point where

everybody who wants to sell has actually

sold and then you find a new sideways

pattern where the next opportunity

potentially lies. If you understand it

now, would I buy right here, right now?

No. I'd wait a little bit. And again, a

lot more detail on that. join me on the

weekend because it's going to take a

little bit of time to teach you all

this. But the mistake I see retail

investors do again and again and again

and we've taught like 25,000 of them is

they buy somewhere here. They buy very

late in

the climbing phase and then they hold or

they might even average down as the

stock is collapsing and that's usually

very very painful. So they get crushed.

We don't do that. Our goal is to buy

approximately somewhere there and then

to sell approximately there. Now note we

do not buy the bottom, we do not sell

the top. That's ludicrously. But we aim

to do something that is not soul

destroying which it is what most people

are doing right now. So you want to

learn that come and join me on the

weekend. Here is the link again.

Fixinvesting.com

right? It is out absolutely free. We're

going to have a blast. Uh bring yourself

a mug of hot chocolate or something. Uh

pen and paper and and we're we're going

to go for about 2 hours and and and go

pretty deep. It is intended for

beginners though I I should highlight

that. So don't be intimidated if you are

newish to this or you've been doing this

for a long time but you're still

frustrated by those big losses. Also

come and join me. Now let's start with a

stock numero uno nanuclear.

And most people think they are building

teeny tiny cute nuclear reactors, which

is sort of half the story. They just

acquired a company called Secure

Transportation Services, 13 million

bucks. It's the company that physically

moves spent nuclear fuel and reactor

components. Now, why is that important?

Well, imagine the entire small reactor

industry is, you know, about to I was

going to say explode. Perhaps not the

best phrase, but every single reactor

needs fuel delivered, right? And every

single reactor needs spent fuel taken

away from it. Nania Nuclear just bought

the delivery truck for the entire

industry. So in the gold rush, the

people who got richest were not the

miners. They were Levi Strauss selling

jeans and the railway companies hauling

the gold out. Right? Nan nuclear

basically just bought the railway. And

if you look at the stock right now, what

do you see? Well, maybe you don't see

anything at all yet, which is also

completely fine. Um, but I see a basing

out here happening and a temptation to

perhaps actually start climbing again,

right? The way it did over here and then

it climbed very, very nicely. And then

this whole thing was one big downtrend,

topped out at the top here. So that's

kind of looking interesting. Right now,

Financials, they've got no revenue, zero

revenue, but they do have about $550

million in cash, which is enough to

survive a fairly long winter. Now, these

are all, like any stock, high-risk

plays, so don't bet the farm on it. It's

also something we're going to touch on

on the weekend if you join me at

fixinvesting.com.

But let's look at stock numero dos oklo

probably the most controversial and

that's kind of why I like it. US

Department of Energy selected Ollo for

advanced negotiations under the surplus

plutonium utilization program which

makes me sleep better at night. Now the

US government has a giant pile of

plutonium sitting in a storage that's

costing taxpayers money. Ollo got picked

to use that plutonium as fuel. So the

government is literally giving Ollo a

head start and the co puts it this way.

He says it's the pathway to use existing

surplus materials as bridge fuel for

advanced reactors to bring more reactors

online sooner. Okra has a partnership

with Meta, Nvidia, Equinex, big

pipeline, biggest tech company on Earth,

want their reactors and they're sitting

on about two and a half billion in cash.

So, they're not going to run out of

money at any time soon. And if you look

at the stock, we just looked at it,

didn't we? Starting to see that base

pattern, right? Where you kind of going

sideways, heartbeat pattern, I also call

it, but it's also pre-revenue. First re

reactor is meant to come out around July

2026. That's a test reactor. Really

critical milestone. Commercial

deployment is still ages away. But these

stocks have violent runs up and then

they have violent collapses down. That's

the thing you need to understand if

you're investing in growth stocks. Now

stock

as the French will say is new scale

power ticker symbol SNR and

they got destroyed in early 2026. I mean

really really destroyed. Look at the

chart here uh from

well from the top this thing's down like

80%. So what do they do? Well, they're

the only company in the United States

with nuclear regulatory commission

design certification. Say that three

times really really quickly

um for you know small reactors. So it's

a piece of paper and why why does it

matter? Well, imagine there 50 companies

who want to sell uh hamburgers but only

one has a permit from the city. So even

if that company was struggling, they

have a head start that will take other

companies ages to get and a lot of

money. Have real customers, Tennessee

Valley Authority, Romanian Road Power

Project, but these things get deployed

likely in 2032 to 2033 if everything

goes all right. It's a pretty long

timeline. and their largest shareholder

floor corp sold most of her stake which

creates tremendous selling pressure

which we the stocks down now why is that

a positive well once a seller is gone

the fresh supply kind of clears up and

one thing that I quite like on this

chart right now and again we're going to

dive a lot deeper into that if you join

me on the weekend of fixinvesting.com is

that volume as we were going down was

sort of pretty flattish on the rally up

we saw a lot of volume, flattish volume,

and then here on the little recovery, we

saw a great big volume spike there. And

it's sort of saying to me, people are

looking to accumulate this. I'm not

saying it would definitely go up. I

haven't got a crystal ball. It's still

trending down, right? The high here,

that high there, this high here. It's

still trending down gently. So, it's

still a little early, but it's

definitely one for my watch list, which

is where it sits right now. And then in

our fourth layer, the power converter,

right? It's the really boring one. And

boring is often where the smart money

sits. Vor designs power conversion

modules. Um, teenytiny chips that take

electricity from the wall and convert it

into the voltage your Nvidia GPU would

like to consume. So basically no chip

will run without one of the bicos little

converters. They've lifted their revenue

guidance which is a good thing. They

signed a new licensing deal for their

power system technology which gives them

more revenue royalties which is sort of

the best best business model really. And

unlike the Olos and the new scale new

scales, Vikor is actually profitable

today, not you know mñana. They've got

real customers, real margins, kind of

boring, but also pretty important. And

the stock is kind of a winner as you can

see. Now, does that mean it's too late,

it's all over? No, not necessarily. We

often Well, statistically, something

that's at alltime highs is more likely

to go up than down. Well, unless it's

some sort of crazy meme squeeze, but I

think it's an interesting one for our

list. Now, the fifth layer, final name,

Vertive. So, Vicor is the adapter.

Vertive is the entire electrical room

and air conditioning system for the

building. What do they do? Well, they

build cooling systems, power

distribution, and thermal management for

AI data centers. Because AI data

centers, say an Nvidia chip running

24/7, it gets hotter than a stove top

burner. Now, put a 100,000 chips in a

data center. Without vert, every AI data

center will literally melt. There's sort

of the what's you know what Cisco was to

the internet boom. That's what these

guys are. customers Microsoft, Amazon,

Google, Meta, they don't care who wins

the AI race. They sell to all of them

and they're generating free cash flow.

Their revenue is actually growing. They

are profitable. So this your fifth layer

sort of the own the building play. Now

it's hasn't crashed as much as the other

ones. So it is up there interesting

perhaps parallel here. I haven't got a

guarantee that it's going to rebound

obviously, but it is an interesting

level here on that moving average that

we tend to look at. So, if we put all of

this together, all together now, you

know that thing, what was that song? All

together now. I should I should play

that.

We've got now the nuclear, they deliver

the fuel. Ollo designs the nextG

reactors. You know, those cute fuzzy

little reactors that you'd like to have

in your backyard. Yes, you would. And

you want your children to play around

them. Absolutely. Because it's carbon

neutral. It's good for the planet.

Um, new scale is your licensed first

mover. VCore converts the power for the

chip. And Vertive runs the entire data

center center building. Essentially,

that's your full value chain in five

tickers. Now, how do we avoid the

mistake lots of people did last year?

Well, the brutally honest part is this.

Everything I just showed you is

absolutely useless if you buy at the

wrong time, hold past the top, or panic

at the bottom. So people got the right

idea in 2025. They got the timing

completely wrong. And there are three

disciplines that would probably have

saved you by only in that upwards

pattern, not when it's topping out at

the top, not when it's falling down

because cheap is uh is is is scary.

Position size is going to be right for

as asymmetry. If a stock goes up 5x and

you have 2% of your portfolio in it,

well, that's still now 10% of your

portfolio. So, you want a position

small, quite likely even smaller than

that. But if you put 30% of your

portfolio into something like this and

it goes to, you know, zero, then you're

crying and your retirement gets delayed

by years. I mean, I joke about it that

it's actually very very serious, which

is why I do what I do here because

something that I believe is avoidable at

that level. So, you want to have a

written exit rule before you enter. But

people really fail because they sell

well, they buy on emotion and then they

sell on emotion or they never sell at

all. They sort of freeze, which is a

natural reaction.

So, position sizing, timing. I don't

mean perfect timing. Nobody knows

exactly where the bottom or the top is.

That's idiocy. But we can avoid getting

things terribly wrong by having really

good risk managements. So if you got

some value out of this or you're just

tired of holding things for too long

till they become

very heavy bags dragging you down. Um

come and join us on the weekend live

first time ever. How to fix bad timing

once and for all is what I call the the

workshop. You can sign up to it

absolutely for nada.

It's free at fixinvesting.com. We're

going to have fun and you're going to

walk away with skills you you don't

already have. Um, and that's ultimately

what it's about. It's the realization

that investing isn't about the latest

stock tip. It's about building skills

that allow you to make better decisions

with less risk, potentially more upside

in a responsible way. And and that's

really the mission here is to bring you

that. So, people always ask me like,

"What what do you what do you do?" And I

I always say, "Well, have you ever held

a stock that then went down like 30%,

50%, 70%, and made you feel like hell?"

And people go, "Yeah." I'm like, "Well,

I teach people how to never have that

happen to them again so that they can

have a more peaceful life, a happier

life, sleep better, potentially retire

earlier." That's really the goal. Spread

the joy. And why? Because I've been

there. I've done it. I've done the same

thing as you. first investment went down

like 50%. And I was lucky I learned it

because I happened to become a banker

fairly randomly. So I got access to

information and insight that most people

never get access to. So come and join us

on the weekend, learn the skills, share

this with people. That's the only thing

I'd ever ask uh because it helps us to

reach more people, make a bigger impact,

change more people's lives. I wish you

all the best.

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