“I Made $336,025 on Micron. Here’s What I’m Buying Thursday”
It’s November 1998.
The Nasdaq had just faced its most violent pullback of the dotcom era to date. The Nasdaq 100 peaked around 1,500 and dropped below 1,100.
Long Term Capital just went under. Russia was insolvent. Time’s front page cover asked: “Is the Boom Over?”
It looked like Greenspan’s “irrational exuberance” warning from two years ago was finally coming true.
No one saw what was coming next.
The Nasdaq didn’t crash. It ended up rising about 5x over the next year and a half. Only then did the market truly reverse.
Oh, there was also this thing called a midterm election. That happened in November too.
The point is, everything looked terrible right up until it wasn’t.
Over the last two weeks, it’s starting to feel a lot like November 1998.
Tech stocks are down. There’s a shakeup in Congress. NVIDIA is facing its first real test of the era (it’s trading at just 11x forward earnings by the way). The Nasdaq is trading at its most attractive valuation in years.
As an investor, it puts you at a crossroads:
- Will you let the fear get to you and miss out on the next rally?
- Or will you lean into this moment and buy the absolute best stocks that you can while they’re trading for cheap?
Based on all the estimates from BlackRock, Morgan, Citi, McKinsey and Goldman we’re still only 15% of the way through the AI buildout. Big Tech has spent $1.5 trillion so far. The estimate is $10 trillion.
You have options. You can go out and buy the biggest names in the AI buildout while they’re trading at their cheapest multiples in awhile.
I mentioned NVIDIA is trading at just 11x forward earnings. That’s what analysts expect it to make next year. Dell is at 12x. Micron is just 4x.
To put this in perspective, Cisco – the NVIDIA of the dotcom era – was trading at 120x forward earnings at the peak in 2000.
Or…
You can buy the tiny companies they’re working with that are so ridiculously mispriced, they’re not even on Wall Street’s radar.
One of my top analysts just presented me with an idea that looks like one of those candidates.
From what we can tell, it’s actually a secret supplier to SpaceX.
“Secret supplier” means they’re likely blocked by an NDA from revealing the relationship. Which means when the truth gets out, the stock will go nuts.
Again, this stock is not even on Wall Street’s radar. It literally has zero analysts tracking it.
That’s why I call the guy who brought it to my attention “Analyst #1.”
He’s of my top guys when it comes to finding 1,000% winners. He bought Palantir three years ago before it went up 2,500%. He called the quantum boom two years ago and closed a 2,237% winner in three months. He also bought Micron last year before it went up 1,000%.
Now, he’s putting $100,000 of his own money into this next idea this Thursday at 3:59pm ET.
Why Thursday at 3:59pm? Well, this company is making a big announcement after the market closes on Thursday.
And I actually asked him to hold off on his purchase so you could get in first.
We publish research for you first and foremost. And this stock looks so critical to the future that Elon is building that I wanted to give you a chance to get a first crack at it.
