Almost a year ago, I showed you three

quantum computing stocks on this

channel. One of them went up over

a,000%, another went up like 800%, a

third one tripled. They were real

returns properly documented. But this

video isn't about quantum computing.

This is about something completely

different. There is a market that Donald

Trump opened up with one stroke of the

pen back in April of this year. And if

I'm right about the way this is shaping

up, it could produce returns just as big

over the next three to five years. Now,

I'm bringing this to you because this is

not on the headlines. I don't care about

the headlines. I don't care about the

news. I care about where the money, the

big money is flowing and how we can

follow that. Now, of course, I'm not a

registered financial adviser. I'm not

registered for anything. I'm not telling

you what to buy, but I'm sharing with

you the research and the insight that

I've dug up that I learned from my Wall

Street mentors. And the next 20 minutes,

I'm going to break this down for you.

I'm going to give you the actual three

tickers. I'm going to show you the hows

and the wise, and then you can make your

own decision. So, what happened on April

18th? Donald J. Trump signed an

executive order fasttracking a brand new

category of mental health treatment.

Plus, he handed out $50 million in

research funding. Some of these

treatments were designated as

priorities,

national priorities, and they would get

priority voucher status for certain

drugs. Now, the category we're talking

about is called psychedelic assisted

therapy. It's mostly built around magic

mushrooms, but a sort of synthetic labm

made version of it. And they're given to

you in a clinic with a doctor on a white

coat rather than you, you know, high on

a beach in Thailand. Now, I personally

don't care about psychedelic assisted

therapy specifically, but the numbers

behind it, which I'm going to get to in

a moment, are insane. So, what happened

in the market? Well, there are three

small biotech stocks that were tied very

close to this order and they popped 20

to 50% the day after this order was

signed. Those stocks are Compass

Pathways, ticker symbol CNS,

Atibbeckley, ticker symbol ATI, and GH

Research, ticker symbol GHRS.

But after the spike, the news cycle

moved on. People are forgetting about

and the reason this category is

interesting isn't speculation. It's that

we already know exactly what this trade

looks like at scale. It's already

happening at another stock which is a

teeny tiny little company called Johnson

and Johnson. You know the people who

make baby powder safe.

Um and actually I bought this late last

year. It went up about 45% or so and I'

I've sold it again. And if you

understand how to follow the money, then

you'd understand why the heck I'd sell

it. But why am I talking about Johnson

and Johnson? The drug Johnson and

Johnson built that everybody said would

flop is now doing $2 billion a year.

This little case study here, this

Johnson Johnson case study is going to

be very important to understand the

maths later to show you the 10x

potential in this sector. I'm not

promising you 10x, right? I'm not

promising you anything at all, but I see

potential. So Johnson and Johnson, they

got FDA approval in 2019 and it's for a

drug that's called Sprat or something

like that. It's a nasal spray for

patients with depression that don't

respond to standard anti-depressants. I

hate anti-depressants. Just thought I'd

mention that. So we're looking at the

same group of people that are being

targeted by the psychedelic drugs coming

out. Now, how much does Johnson and

Johnson charge for this this little drug

of theirs? Well, of course they're doing

it basically free because they really

care about your well-being. It's $590 a

dose. You're going to take it twice a

week for the first month. And when this

came out, everyone in the industry said

that's going to be a flop. People said

it's expensive. The UK, where I'm right

now, the watchdog refused to cover it.

They said it was too expensive. The

headlines were terrible. And the

narrative was that nobody would ever pay

for this thing. Insurance would never

cover it. And Johnson and Johnson had

wasted years of R&D on a dead product.

Now, let me tell you why these people

are wrong. In the first quarter of 2026,

this little drug brought in almost $500

million in revenue. It went up almost

50% over the previous year. It's almost

$2 billion in annual revenue. Bloomberg

just called it Johnson and Johnson's

blockbuster psychedelic drug.

And understanding this, this precedent,

this proof of pudding is the precedent

for everything that comes next in this

video. We know the market exists. We

know the patients exist. We know the

insurance companies are going to pay for

it. We know you can charge a lot of

money for magic mushrooms. So, we're not

speculating about this. Could be maybe

this is already working at one very

large company and now the regulatory

door is open for three more companies to

do something very similar. But before

you run out and buy Johnson and Johnson,

I did tell you I'd already bought it. I

already sold it. Locked in 40% gains. I

tell you why. I don't think Johnson and

Johnson is the psychedelic opportunity.

It is a massive, massive company. them

selling an extra $2 billion on the drug

barely moves the stock. I mean, I say

barely, you know, we still made 40%

profits on this thing, which is better

than a kick in the teeth, but it's not

going to 10x Johnson and Johnson, right?

Johnson Shell essentially doesn't even

know they have this drug called

Sprobato. But if you picture the same

drug doing the same revenue inside a

company that's worth maybe a billion

dollars, roughly where Compass is

sitting right now, the maths becomes

very very different. If this little

company here called CMPS, that's the

ticker symbol here and I've got the

chart open here in Trade Vision. If you

guys want to get yourself access to

Trade Vision, there's a link down below

as well which includes all the AI

features and a free trial. So check that

out. But this drug that they have is

called COM P 360. Looks sexy, right?

Let's just say it does half of what J

and J does. Half, right? Over say five

years. So what does that mean? Well,

that would mean that they would get to

$1 billion in revenue in say five years.

These kind of companies who have a drug

that is patent protected, they will

typically trade at five to 10 times

valuation of their sales. So we're now

looking at a five to 10 billion

stock on the basis of one drug, four to

eight times gains compared to where it's

trading right now. If Compass got

anywhere near to like Johnson Johnson

and Johnson's numbers because Johnson

and Johnson is guiding to for 5 billion

sales a year, you'd be looking at well

some pretty crazy stuff right now. I

want to be very clear. This is not a

forecast. I don't have a crystal ball.

Winston keeps eating them, but it's what

could happen if everything goes sort of

half right. So, you got to get FDA

approval, successful commercial ramp, no

major major safety surprises, um, and no

massive dilution that wipes out

shareholders. We're going to get to all

of that, but the maths is what makes the

category worth being in the have a look

at this now phase. And if you just zoom

out for a second and look at the patient

base, why is this Johnson and Johnson

drug even possible? Because the demand

has been there for 40 years. There are

280 million unfortunate souls in the

world who live with serious depression.

About 85 million are on the same drugs

that don't work. Did I just say that out

loud? Some people might say they don't

work. Some people say that they do. So,

the pills don't do anything for them.

They've tried them often for years, get

all the side effects, none of the

benefits, except the people who make

them get a lot of benefit from them. 84

million people, right? That's the

population of Germany, which is which is

where I'm from. Um or um Iran, say,

isn't it? Isn't Iran about that? Maybe

it's a little bit more Turkey. I think

it's about the same. So, it's an entire

country's worth of patients and the

system has no real answer for them,

right? Or the veterans who come home

with PTSD, severe anxiety, uh addiction,

all that stuff, they are all being put

on these drugs. But all these people are

waiting for treatment that actually

works. So there is a real documented

insurance paying treatment seeking huge

number of patients who want stuff. These

new psychedelic drugs are targeting that

population. There is not just

depression. There is PTSD, there's

anxiety, there's addiction. It's all

sort of a variation of the same theme.

You know, people experience some

horrible trauma and then then they get

depressed. Wall Street in its loving

nature says they think that market is

worth around $400 billion in market

size. So you got 280 million people with

serious depressions. 30% of them don't

respond to standard treatment. So it's

about 85 million. So you have a huge

huge huge opportunity here. $400 billion

worth according to the Wall Street

loons. Mental health is the pretty much

the leading cause of disability

globally, right? It's a terrible thing

and it's good. We can treat it. So why

not? It isn't just a Trump story. The

reason this category was frozen for 40

years was something called uh Prozac.

Prozac came out in 1987

before the internet really existed. And

for nearly 40 years when one

anti-depressant pill didn't work, the

system always said try a different

version of the same pill. Same

chemistry, slightly different brand,

slightly different side effect profile.

Basically the same thing, right? The

door always stayed closed because there

was a regulator who wouldn't let

anything genuinely new through. So

Trump's executive order isn't the cause

of all of this, but it is a signal. The

FDA has been approving more new mental

health treatments in the last 5 years

than the prior 40 years. RFK Jr., who

now runs the HHS, has been openly

pushing the agenda. More drugs. actually

lawmakers from both parties in the US,

which is pretty rare they agree on

anything, have been introducing bills,

bipartisan bills to deal with mental

health and veteran health and so on. So,

let's look at these three names in

detail so you understand them. But

first, let me give you a framework

because I can always give you a fish.

It's going to get smelly by, you know, 3

days into it. Or I can give you a

framework, something you can actually

apply again and again and again. It'll

make you smarter, which is always my

intention. So, get a pen out, write this

down. The first number I really

generally care about is what's the

profit per sale. Wall Street calls this

gross margin, but essentially it's how

much of every dollar of sales does the

company keep after the cost of making

the drug. Now, for a real drug company

with real protection, you generally

speaking get 70% of the money. And the

second part I want to look at is how

long is that patent

valid for? How many years until

competitors can legally copy the drug

and crash the price? Five years is not

enough. 15 years is decent. The longer

the better. So 15 years plus is where

you want to be. Now the third part is is

the drug on the market making money. So

we generally speaking are cautious of

trials because they are risky and we

like things that are already selling. So

selling good trials bad. Yeah. Trials

also depend on the FDA and what they

might think and so on. So I'm going to

run all three of these companies through

these filters and they all fail some of

them for different reasons. And that's

why it's important to take some time,

look at an industry, understand what

makes a good baseline, what makes a good

company, and then make decisions after

that. So you're no longer going to be

gambling on something you don't

understand. By the end of this video,

you'll actually understand it. So let's

start off with compass pathways. Here's

the stock chart, which may may or may

not mean something to you, but if you

zoom out, it was trading at 1.60 $60,

which is uh a pretty bigly crash down.

We're still about 83% down. And I quite

like that. And I like it for a simple

reason that we've done bugger roll for

years. That is usually the kind of setup

that gives us potentially the biggest

rally. And we're already moving up,

moving on up. It's a nice 80s song,

isn't it? And that again is a positive

thing. So being if you're not looking at

this and you're going, "Oh, I'm late. I

should have put it here." No, it's good

to be a little late. It makes it a

higher probability setup, a higher

cleaner setup. So why are we starting

with compass? Compass is the furthest

along. They have the biggest catalyst,

the cleanest setup. So if any of these

three stocks really crack the um magic

mushroom, the math says the math says

it's most likely going to be compass.

They got a drug called comp 360 which is

a synthetic version of what's in magic

mushrooms and it's built specifically

for treatment resistant depression. Same

patient group that the Johnson and

Johnson lot are targeting. It's a single

dose and the effects are felt within a

day. The trials measure durability out

to 26 weeks which has never been done

with any kind of psychedelic. So they've

completed phase three trials. The data

is generally in a range that the FDA

accepts. So, we're looking for FDA

approval

maybe in 2026, late or in early 2027.

If they get it, Compass becomes the

first company in history to have a

classic psychedelic approved by the FDA.

Now, what about our filters? What's our

first filter? Profit per sale. Well,

they're not selling yet, so we haven't

got any data there. So, we kind of fail

on that count. What about the patent

stuff? Well, they have multiple patents

on it on the formulation, the dosing

protocol, the manufacturing. It's a

possible, but the proofs always in the

legal pudding once it actually is out

there and it gets challenged and someone

tries to copy it and there's a law

lawsuit, right? So, we don't really know

the data here on that yet. So, overall,

I see a lot of uncertainty

and that is exactly what you get if

you're looking for 10x stocks. You get a

lot of uncertainty. It's the same kind

of pattern, by the way, that we saw with

Regetti in the quantum video, right?

It's the same conclusion. It's not an

investment. It is a calculated

speculation. You own it for the

catalyst, not the current business. And

the catalyst calendar is, well, the FDA

approval, right? Drug goes on the

market. Insurance companies start paying

for it, right? So, why has the stock got

this crazy stock chart that would scare

most people? Well, they they listed they

listed in 2021 somewhere and then the

whole run up the whole meme stock thing

up to $60 crashed to below four

currently trading at about 10. And it's

the typical innovation story. This is

what happens to innovation stocks.

Stocks do this. Why? Because

expectations

are monstrous at the beginning. Like, oh

my god, this is amazing. It's going to

solve everything. It's going to make so

much money. Yeah. Right. And then you

realize it's going to take way way way

way way longer to get the approval and

the triyouts and everything else. And

people lose what? Interest. Not

interested anymore, but they also lose

lots of money. And then nothing happens.

And it gets really, really, really

boring.

And then typically what happens is if

the innovation is good and right, you

recover. And you don't just recover, you

potentially go much much much much

higher than the initial peak. Why?

Because usually innovation just takes

longer, but it's usually much greater

than our P-sized brains can imagine.

Same story for quantum. So, let me

quickly, a little more quickly run you

through the second stock, ATI ATI

Beckley. This is a slightly different

play. I would call this the diversified

play. Compass is focused on one single

drug bet. ATI is the platform bet.

They're a clinical stage biotech company

built like a venture portfolio. Not one

drug, not two drugs, not three drugs,

not four drugs. No, they have five drugs

that are in clinical development. Very

interesting from a commercial scaling

perspective because if it works, it's a

treatment that doesn't require a

clinical setting at all, which could be

a really, really easy way to sell it.

They merged with a company called

Beckley. at Beckley Scitec in December

which broadens the pipeline further. It

is Peter Tealbacked. You know the guy

behind PayPal and Palunteer and pretty

much every other investment out there.

Peter Tealback. Yeah. They also hold a

stake in Compass. Yes. And they license

Compass's drug for some territories. So

you get partial exposure to Compass

either way. Now they got no meaningful

sales yet. The patent protection depends

on each compound individually. Five

separate patterns estates. It's actually

a good thing because you have say if one

or two of them fail, you might still

have three or four that hold up, right?

Are they selling? No. But look at the

stock chart here. Similar story. Ran up

to like $23. It went up,300%.

And now it's basically back to where

they listed. So you you you lost all the

money. And that's what I always say.

It's it's all about following the money.

Don't buy and hold these things till

death do you part because you're going

to go broke before that. Companies a

similar size to Compass. So it's a

slightly safer bet if that word is one I

should use in this context because of

course these are very high-risk

speculations. And then third but not

least we have GH research plc. These are

the technology bet. Their technology is

built around one compound 5 ot

whatever that means. It is basically a

different psychedelic. It acts for much

shorter period of time and again it's

for treatment resistant depression. Now,

why is what they're doing important

right now? To take the compass drug a 6

to eight hour long clinical session. To

take the GH drug, if it works, it's

potentially a 30 minute session. So, if

you're a clinic, do you want to sell a

drug that takes like 6 hours to deliver

or 30 minutes to deliver? What do you

think? Shorter sessions mean more

patients per clinics, which means much

faster commercial adoption. So, if you

look apply our filter, filter one, then

no sales. paid and protection. It's one

compound, one mechanism, so it's a

little bit higher risk than the last one

we looked at and they're not selling. So

again, you haven't got much data on

these things. You can't look at the

fundamentals. You can't really look at

the margins. You haven't got any of that

data. And that's the risk if you're

looking for 10x stocks. This is a

pre-revenue biotech opportunity. It is

speculation. Speculation is fine, but it

has to be sized as speculation. I'm not

giving you financial advice, but I would

be looking at 1 to 3%

of portfolio spread across the entire

category, whether that's one stock or

three stocks. So, you want to find some

more combined. Why am I saying that?

Because look, if this thing 10xes and

I'm right, which I might not be, then

you'd end up with 10 to 30% of your

portfolio in psychedelics, which is a

pretty unreasonably large thing and you

might want to take some profits and and

get get the heck out. What happens if

you make a decision to invest in

something like this and you're wrong?

What happens? Well, you lose 1 to 3% of

your portfolio, which isn't going to

have that big of an impact on your life.

You're still going to retire roughly the

same time you wanted to. You're not

going to have to like, you know, cut out

the the biscuits. Um, you'll be just

fine. That is how smart investors

invest. They don't go all in on

something. They don't buy a lottery

ticket with all their money. They buy a

lottery ticket with a small amount of

money. That's the whole point. But there

are risks here. They might not get FDA

approval, right? To me, approval looks

probable for Compass. Not certain, but

probable. And a lot of these companies

are going to raise capital before they

really start selling these these these

these drugs. And that might dilute you,

right? So, they issue more shares. It's

like inflation. It's like what the

government does. And they might start

selling these drugs and people might be

like, "Yeah, we don't want it. Just

don't want it, right? This might not

work. Politics could change, right? RFK

might not no longer be there as the

champion of the um, you know,

alternative medicine space." and uh and

Johnson and Johnson might just be like,

"Yeah, we really don't like this."

Convince the next RFK that these drugs

really are not in the best interest of

the American public. It would be much

much better if um Johnson and Johnson

would have no competition. You know,

there might be a rational argument for

that, right? So, I'm showing this to you

because I think it's a genuine

opportunity. I think it's one of those

big ones, but I'm also saying be

careful. Don't go all in. If you go all

in, you end up crying. I don't want you

crying. and you might not like it. Well,

look what there are safer ways to invest

your money. You don't have to do the

speculation. I do both. I put a lot of

my money into what would be considered

much safer things and then I see these

opportunities and I put small amounts of

money and then if it goes right then we

potentially, you know, have a regretti

moment which was beautiful. You know,

from we first talked about it here in

late 2024 it went up, you know, some

ridiculous amount. Now, am I promising

you that? No, of course not. But it's

beautiful. But also note that from the

top we're presently down 67%.

So you need to understand when to take

profits. You need to understand there is

a timing element to it. It's not timing

it perfectly. No, you're never going to

do that. But it is about understanding

where the money flows, when the money

flows, and how the money flows and how

to read that. And if you stick around on

this channel, you'll learn it. We run

live training sessions on this from time

to time. Again, stick around on the

channel, subscribe and and you learn it.

And if you got some value or anything

you think there might be might be

something in this, then just share this

video with other people. That's all I'm

asking, right? I didn't sell you

anything. I didn't have taken a single

dollar from a pharmaceutical company.

We've never taken any money from any

third party, any other company out

there. Uh and I never will because I

don't need to. And it's a beautiful

position to be in. I don't have to be

somebody's There, I said it. So,

I wish you all the best. I wish you

tremendous success. And if you got some

value out of this, share it with

somebody else.