The curated bundle of finance videos from early 2026 paints a picture of extreme market volatility driven by escalating geopolitical tensions and underlying economic concerns, yet also highlights significant long-term investment opportunities for patient investors.
The dominant theme is the **intensifying conflict with Iran**, led by Donald Trump's aggressive rhetoric and military buildup. Despite Trump's claims of a swift resolution and downplaying the Strait of Hormuz, the critical waterway remains vulnerable, driving **oil prices above $90-$100** and threatening global supply chains for crucial AI and chip components like LNG, helium, and sulfur. Iran has rejected ceasefires, demanded reparations, and its Revolutionary Guard has even declared major US tech and finance companies "fair targets." Speakers express skepticism about Trump's contradictory statements and the true state of affairs.
Amidst this, the **stock market is experiencing a "bloodbath,"** with major indices and tech stocks seeing significant drawdowns (NASDAQ down 8.6%, many popular stocks 14-65% lower). However, this is framed as a **"generational investing opportunity"** for disciplined, long-term investors. The advice is clear: avoid emotional "buying high and selling low," embrace dollar-cost averaging, and focus on company fundamentals rather than market timing. While the overall S&P 500 P/E is average, specific "elite tech" companies like Nvidia, Amazon, Microsoft, Google, and Micron are trading at massive discounts (70-84% below their 5-year average forward P/E).
Economically, **skepticism about official jobs data** is high, with claims of "blatant lies" due to reclassifying unemployed individuals as "not in the labor force," artificially lowering unemployment rates. This, coupled with rising oil prices, points to underlying labor market weakness and persistent inflationary pressures.
Specific investment insights include:
* **Opportunities:** "Forgotten" high-quality growth stocks like Grab (Southeast Asia growth), Unity Software (turnaround potential), Celsius Holdings (energy drink dominance), and E.L.F. Beauty (consistent growth).
* **Warnings:** Concerns about **OpenAI's overinflated valuation** (shares "impossible to offload," private credit risks), and a sharp **decline in memory chip prices** due to new tech (Google's TurboQuant) and rising helium costs.
* **Company Updates:** Nvidia's advanced L2++ self-driving tech (without LiDAR) is impressing, SoFi faces challenges from shifting interest rate expectations but its CEO remains confident, and Nike is a potential long-term turnaround play despite weak guidance.
In essence, the market is navigating a complex landscape of geopolitical escalation and economic uncertainty. While short-term volatility is high, the message for investors is to remain patient, focus on fundamentally strong, discounted assets, and avoid emotional decisions to capitalize on what many see as a significant wealth transfer opportunity.
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5 Stocks I’m Buying Now‼️April 2026
The speaker notes a significant market downturn since October 2025, with NASDAQ down 8.6% and popular stocks like Nvidia, Tesla, Sofi, and Hims down 14% to 65%. He views this "discount time" as an ideal buying opportunity.
He introduces Celsius Holdings as his first high-growth stock pick. Despite a nearly 29% year-to-date drop, Celsius has seen legendary revenue growth from $75 million in 2019 to over $2.5 billion last year, outperforming the S&P 500 by 91% over five years.
The recent drop is attributed to fears over Costco launching a cheaper competing energy drink. However, the speaker argues that brand power, similar to Coca-Cola's dominance over generic sodas, will protect Celsius. He believes Celsius, alongside Red Bull and Monster, is one of three key players poised to dominate the energy drink market, making its current valuation "way too cheap" given its strong growth trajectory.
This Stock has insane long term potential.
Today's market saw significant gains across major stocks, though the speaker is suspicious of the rally, noting it's month/quarter-end. Warren Buffett and Tom Lee, however, view the recent sell-off as minor and nearing its conclusion. The video will analyze the market, Nike's earnings, and spotlight E.L.F. Beauty. E.L.F. is presented as a "needs-based" company with 28 consecutive quarters of revenue growth, strong financials, and a 72% discount, making it a compelling long-term investment. A limited-time discount for the ThousandX platform is also available.
They're BLATANTLY LYING | WARNING.
The speaker expresses skepticism about the recent jobs data, suggesting a "fast one" is being pulled. While the headline BLS report showed a "magical" 178,000 job increase in March (largely healthcare), and the 3-month average looks strong, deeper analysis reveals concerning trends.
The ISM employment report indicated a significant contraction, surprising even its compilers. More critically, the speaker highlights that nearly half a million (488,000) people were reclassified from "unemployed" to "not in the labor force." If these individuals were still counted as unemployed, the report would show a *loss* of 310,000 jobs.
Additionally, the Labor Force Participation Rate was quietly revised downwards and has continued to decline, which can artificially keep the unemployment rate low by removing people from the labor force. The speaker views these as "hidden red flags" masking underlying labor market weakness, urging markets to pay closer attention to these details beyond the headlines. Federal Reserve's Mary Daly offers context, citing demographic shifts and reduced immigration for slower labor force growth, making it harder to explain a strong economy with near-zero labor market expansion.
Donald Trump has dramatically reversed his policy on the Strait of Hormuz, now calling it a "major priority" for the U.S. and proposing American-charged tolls to ensure free oil traffic. This U-turn from his previous stance briefly boosted markets.
A looming 8 PM deadline for negotiations with Iran sees Trump threatening to "obliterate" Iranian infrastructure if no deal is reached, though he also suggested U.S. assistance in rebuilding. The speaker expresses skepticism about the full threat materializing, citing Trump's past policy shifts. U.S. strikes on Iran are intensifying.
Finally, details of a risky, large-scale rescue operation were shared. It involved 155 aircraft and CIA assistance to successfully save a downed U.S. airman, despite one helicopter taking small arms fire, reinforcing the "no one left behind" principle.
F**K: Iran *JUST* Rejected Trump's Ceasefire
Iran has rejected the US proposal for a 45-day ceasefire, demanding a permanent end to the war and reparations. Donald Trump's administration seeks a temporary pause to reopen the Strait of Hormuz, but Iran sees little incentive, leveraging its ability to inflict significant damage.
The transcript highlights Iran's success in downing sophisticated US military aircraft (F-15E, A-10) and damaging rescue assets with cheaper weaponry like MANPADs, making US operations costly and demonstrating their formidable, asymmetric capabilities. Iran's demands include long-term security guarantees and retaining enriched uranium. This ongoing impasse is driving up oil prices, signaling inflationary pressures, and with the Strait of Hormuz effectively closed, the situation points towards escalation rather than a diplomatic resolution.
The UNTHINKABLE is about to happen to Stocks (Get READY!)
Donald Trump escalated aggression against Iran, causing initial oil price spikes as he failed to secure the Strait of Hormuz.
However, Oman, a long-term US partner, is drafting a plan with Iran to monitor—not restrict—transit through the Strait, potentially adding a small per-barrel tax. This could be Trump's condition to cease bombing.
While this plan could open the Strait, oil prices are still expected to remain elevated, likely above $90/barrel for an extended period (similar to 2022), impacting consumer demand and core inflation. Separately, 35 countries are meeting to ensure the Strait's accessibility post-conflict.
Regarding stocks, JP Morgan suggests retail investors haven't capitulated, establishing a near-term market floor, but institutions are likely selling. Overall, sustained high oil prices will negatively impact stocks.
Warning: The Collapse of OpenAI & Memory.
Private credit is raising concerns, reminiscent of 2007-08. OpenAI is offering private equity firms a 17.5% guaranteed minimum return, signaling a potentially overinflated valuation of $830-852 billion. Competitor Anthropic is valued at half that, making it more attractive to investors.
Despite recent primary fundraising commitments of $122 billion, OpenAI's shares are becoming "impossible to offload" in the secondary market, with hedge funds struggling to find buyers. This suggests its valuation, at 35 times sales with no clear profitability, is too high, especially as subscription growth slows and new revenue from ads is minimal. Amazon and Nvidia are now tying future investments to OpenAI going public, pushing for a more realistic valuation.
Separately, memory chip prices are reportedly falling sharply. While they had previously surged 7.5x, they're only down 20% from peak. A key factor is Google's TurboQuant research, claiming to reduce LLM memory needs by up to 6x. Rising helium costs and increased competition also contribute to the market cooling.
Trump MASSIVELY ESCALATES | THIS IS BAD
Donald Trump's address on Iran signaled aggressive escalation, threatening to "send Iran back to the stone age" and claiming the Strait of Hormuz would "magically open." Markets reacted negatively, with Brent oil jumping, due to the lack of a clear plan for the critical strait.
Trump boasted of "obliterating" Iran and achieving "regime change," though the speaker disputes these claims, citing the current radical leadership. Trump also asserted knowledge of Iran's 460kg of highly enriched uranium (enough for 11 bombs), supposedly buried deep underground.
Despite claims of success, Trump indicated more action, stating he's "being asked to finish the job." The speaker views the absence of Trump's usual "negotiations are great" rhetoric as a bearish sign, aligning with a significant military buildup in the region—including jamming planes, a third aircraft carrier, and doubled A-10 Warthogs. This suggests a ramp-up of aggression, "hitting them harder" over the next 2-3 weeks, before a potential exit. Trump also criticized the Obama nuclear deal and downplayed Hormuz's importance. After-hours markets showed selling.
Trump's *CRITICAL* LIVE Iran Address to the Nation
The speaker anticipates an upcoming speech by Donald Trump on Iran, scheduled for 6 PM Pacific, where Trump is expected to declare the conflict nearly over, needing only "two to three weeks" for "mopping up." The main question is Trump's true objective and plan, specifically regarding Iran's highly enriched uranium and nuclear capabilities.
To track expectations, the speaker creates a "bingo board" of likely statements. Predictions include Trump being late, claiming "obliteration" and implying "regime change" (which the speaker disputes), asserting the nuclear program is "ended," and boasting about destroying Iran's military. Other expected points are Trump criticizing NATO and European allies, downplaying the Strait of Hormuz, slamming Biden and the Obama nuclear deal, and potentially mentioning the Fed or inflation (specifically egg prices). The speaker also expects Trump to suggest either short-term escalation or that negotiations are going well, while reinforcing support for Israel.
We're being F**KING LIED TO!!!
Donald Trump indicated the Iran conflict is nearing an end, claiming he doesn't care about Iran's highly enriched uranium as it's underground and monitored. The speaker finds this contradictory, questioning the initial justification for military action and suggesting Trump was lying either then or now.
Despite Trump predicting the war will end in 2-4 weeks, the speaker highlights multiple failures: preventing a nuclear bomb, stopping Iranian weapon launches (attacks continue), securing the Strait of Hormuz (which has significant economic impact and remains vulnerable to small craft/mines), and achieving regime change.
Additionally, Trump may consider pulling out of NATO, deemed a poor long-term strategy. The conflict is escalating, with Houthi involvement and ongoing regional tensions.
**PREPARE FOR TRUMP'S ANNOUNCEMENT**
Donald Trump is scheduled to deliver a major update on Iran on April 1st, 2026. While Trump has stated the US will be "leaving very soon" and out of Iran within 2-3 weeks, these claims contradict significant US troop deployments to the Middle East, including Marine units, paratroopers, and a third aircraft carrier.
Marco Rubio suggests the war is not over but inevitable, as Iran refuses negotiations. The speaker anticipates Trump will first declare major accomplishments, such as obliterating Iran's nuclear program and military, and forcing regime change.
The most likely scenario (35% chance) is Trump preparing for escalation, signaling the US will "finish the fight," control the Strait of Hormuz, and complete objectives in Iran, potentially involving an invasion and a short-term oil price increase. A secondary scenario (20-25%) involves declaring "mission accomplished" on most fronts, then announcing an operation to open the Strait of Hormuz within two weeks.
Iranian President FLIPS | WHAT THIS CHANGES
The markets saw a sudden plummet in oil and a NASDAQ rejection, which the speaker attributes to a "squeeze of the shorts" or "put squeeze" rather than fundamental shifts, noting Brent oil's stability.
Iran's Foreign Minister dismissed US negotiations, while its President sought "guarantees" (no future US attacks, reparations, missile program maintenance, US base closures) to end the war. The speaker deems these demands unrealistic and unlikely to be met, noting Iran's President has limited actual power compared to the Supreme Leader.
Despite Trump's claims of private progress towards a deal, other reports suggest escalation, with the US dropping bunker buster bombs. China and Pakistan have proposed a five-point peace plan.
Crucially, Iran's Revolutionary Guard (IRGC) issued a statement declaring major US companies, including Apple, Oracle, Microsoft, Alphabet, JP Morgan Chase, Tesla, Nvidia, and Boeing, "fair targets" for attacks in the Middle East starting April 1st.
5 Stocks Nobody Is Talking About Right Now
The video highlights five "forgotten" high-quality stocks for potential investment, noting a currently volatile but largely positive market for many equities. The analysis focuses on less-covered companies, examining their stock and business performance, and using DCF models.
**Grab**, a $15 billion company, is down 42% from its 52-week highs but shows improving operating, free cash flow, and profit margins, with revenue projected to grow around 20%. A DCF model suggests a 37% upside to an implied share price of $5, emphasizing its growth potential in Southeast Asia.
**Unity Software**, nearly $10 billion, has seen a significant drawdown but is up 29% over the last year. Following management changes and restructuring, Q1 results were better than expected. Operating and free cash flow margins are improving, and revenue is forecast for 12-15% growth. The speaker believes Unity at $22 could be very attractive if its turnaround continues.
Stocks to Sell Before It's Too Late
This video focuses on the crucial, often overlooked aspect of *when to sell* stocks, highlighting that psychological errors, not just analytical ones, drive poor investment decisions. As Howard Marks noted, emotions during market downturns often lead investors to question sound investments.
Key psychological traps include:
1. **Anchoring to cost basis:** Hesitation to buy more shares at a higher price, even if the company's performance justifies it.
2. **Loss aversion:** The pain of losing money outweighs the pleasure of winning, often preventing rational moves.
3. **Hope as a strategy:** Relying on a stock to recover without fundamental business improvement is not a viable plan.
The core message, echoed by Peter Lynch, is to "stand by your stocks as long as fundamentals haven't changed." If your initial due diligence holds true and the company's core business, management, and future potential remain strong, a market dip or poor timing doesn't mean your fundamental investment thesis is flawed. Investing is a long-term game; focus on overall wins, not short-term fluctuations driven by emotion.
Best Stocks to Buy in April 2026
Here's a concise summary of the transcript:
The market is showing signs of rebound, with the S&P 500 up nearly 3% and no longer oversold after a sharp, short correction.
Legendary investor Warren Buffett believes the current market drawdown is "nothing" compared to past significant drops, and he isn't seeing huge valuation opportunities for Berkshire's preferred stable businesses from a 5-6% decline. He emphasizes deploying cash only when businesses are truly attractive, not just because stocks are down. The speaker counters that the market *is* cheaper, especially for growth and tech stocks, which are down 20-40%+, and forward P/E ratios suggest current valuations aren't overly expensive.
Nike shares plummeted 11% after reporting Q1 EPS and revenue beats, but issued weak Q4 guidance, stating the "comeback is taking longer than we'd like." Gross margins were also impacted by tariffs. Despite this, potential long-term catalysts include a cleanup by late 2026, expected gross margin expansion by FY27, new product launches, and the 2026 World Cup. The speaker suggests Nike under $50 could be an interesting long-term turnaround play, though he isn't personally buying.
The UNTHINKABLE is about to happen to Stocks (Get READY!)
We're at a generational investing opportunity, but most investors will miss it by following headlines and emotions. While current sentiment shows the S&P 500 selling off, a disciplined strategy requires objective data.
Using historical P/E ratios, an S&P 500 P/E of 11 indicates strong future returns, while above 24 is poor. The current forward S&P 500 P/E is 20, which is average—not "dirt cheap" bottom territory. So, the overall market hasn't bottomed.
However, specific elite tech companies like Nvidia, Amazon, Microsoft, Google, and Micron are trading at massive discounts (70-84% below their 5-year average forward P/E ratios). While tech sectors are being heavily sold off and defensive stocks are rising, this presents significant opportunities in these high-quality, deeply discounted tech firms. The key is to avoid simply selling tech and buying defensive stocks, and instead focus on these specific, undervalued companies.
The Iran Conflict Will Make Millionaires By 2029 (Here's How)
The ongoing Iran war is causing oil prices to surge and, more critically, disrupting the global AI and chip supply chain. The closure of the Strait of Hormuz impacts five vital resources: oil (increasing shipping costs), liquefied natural gas (powering chip fabs in South Korea and Taiwan), helium (essential for clean fab environments), sulfur (for wafer cleaning and copper extraction), and bromine (used in lithography).
This has led to significant, multi-year disruptions in LNG and helium supplies, with all five supply lanes now affected. Key chipmakers in South Korea and Taiwan, such as Samsung, SK Hynix, and TSMC, face high exposure to potential production problems and power constraints. While US and European companies like Micron, Intel, and ASML will see higher material costs, their supply risks are generally lower due to more domestic access. This short-term supply chain crisis poses a significant challenge to the massive long-term growth trajectory of the AI industry.
Something Big Is About to Happen to the Stock Market
This past short trading week saw the portfolio up 6.34% (vs. S&P up 3.43%), though year-to-date it's still down 9%. Since inception, the portfolio is up 129% compared to the S&P's 32%. No new buys occurred this week, but the speaker remains confident in current holdings, seeing attractive prices despite market uncertainty and an upcoming earnings season.
Macro data was mixed but generally better than expected, with strong non-farm payrolls and consumer confidence, despite some manufacturing price increases. A critical Iran deadline is approaching, potentially causing significant market volatility and keeping oil prices above $100, though high oil prices have a reduced impact on the US economy today. Market pessimism suggests a potential bottom, with historical data showing markets often recover before major conflicts conclude.
Finally, a look at OpenAI investor returns revealed Microsoft up 17.6x, while Ashton Kutcher's Sound Venture fund saw an impressive 43x return on its smaller stake.
How I'd Invest $10,000 Right Now
The speaker discusses current market volatility and the upcoming earnings season, emphasizing that it's perfectly acceptable to start investing with any amount, as everyone begins small. With major indices 9-10% off their highs, it could be an opportune time to invest.
Two $10,000 investment scenarios are presented:
1. **For a young investor (22-25) with a 30-40 year horizon:** A 100% growth-focused strategy is recommended. Time is their greatest asset, allowing for higher risk and learning from early mistakes. Example holdings include Nvidia, Meta, and AMD, with the option to pursue even more aggressive, smaller-cap multi-baggers.
2. **For an investor at the speaker's age:** The strategy remains high-growth and high-beta, leading to amplified market movements. The speaker is content with his current allocation, making changes only if company fundamentals shift, as he still maintains a long-term investment outlook.
SoFi Is Getting Destroyed! Here's the Truth
SoFi stock has dropped significantly, down 53% from November highs and 45% year-to-date, now valued under $20 billion. Despite this, its 23-25x forward P/E is seen as reasonable given projections for 30% revenue and 40% adjusted EPS growth.
A major concern is the shift in interest rate expectations. SoFi's guidance assumed two rate cuts by 2026, but current probabilities suggest a 74% chance of *zero* cuts. While this has impacted the stock, CEO Anthony Noto states SoFi can adapt to maintain margins, noting declining rates benefit their lending businesses.
The speaker believes SoFi's guidance remains achievable even without rate cuts, emphasizing the company has navigated much tougher periods. His existing valuation models, which already incorporate bull, base, and bear cases, don't require drastic changes from this macro shift and still indicate over 40% probability-weighted upside.
History is About to Be Made... (Emergency Update)
The stock market is currently experiencing a "bloodbath," with major indices and tech stocks significantly down. While high-beta growth stocks lead gains in good times, they also amplify losses during downturns. The speaker warns against the common retail investor mistake of selling falling tech stocks and buying rising defensive stocks – essentially "buying high and selling low."
Instead, view market drawdowns as integral opportunities, not threats. Historical examples like Tesla and Palantir show massive long-term gains despite severe drops. Successful long-term investing requires accepting drawdowns, avoiding attempts to "time the bottom," and practicing patience. As Jack Bogle advised, "Don't do something, just stand there."
The most effective strategy is consistent dollar-cost averaging, potentially buying heavier during dips. This approach, as Warren Buffett noted, transfers wealth from the impatient to the patient. Emotions, not drawdowns, ultimately destroy portfolios. Even in the worst historical scenarios, consistent averaging yields significant returns.
I Tested NVIDIA's Self Driving Car... Is Tesla In Trouble?
This transcript details a real-world, unedited drive through downtown LA in a Mercedes featuring Nvidia's L2++ autonomous driving platform. This Hyperion-based system utilizes 10 cameras, 5 radar, and 12 ultrasonic sensors (for parking), notably **without LiDAR** for this L2++ level.
Nvidia's Armen Connie explains how the system navigates complex urban environments, including traffic, pedestrians, stop signs, and yellow lights, while allowing driver collaboration. The platform fuses camera and radar data to build a "world model," understanding objects, velocities, and behaviors for safe navigation. It runs an end-to-end driving model (Alpha Mayo) with a classical safety stack on an Orin chip.
LiDAR is reserved for future L3/L4 systems, which will also incorporate more powerful Thor chips and larger models, underscoring Nvidia's multi-sensor strategy for redundancy and safety.