while tariffs and recession fears send markets into extreme fear Tesla and nvidia's dramatic pullback might be the manufactured opportunity smart money is quietly accumulating Felix here and Winston's roaming around somewhere and look we've spent the last 72 hours analyzing something rather peculiar Tesla has dropped over 50% from its all-time high and Nvidia is facing serious margin compression concerns but but what if this isn't some random Market Behavior what if this is intentional for those short on time here is the essence I think both Tesla and Nvidia are potentially positioned for explosive growth despite their current challenges with Tesla's robot taxi Revolution capable of generating 30 to $50,000 per car annually in profit and Nvidia expanding well beyond its hyperscaler dependency and you know back when I was sitting on a trading for inside of a bank we just saying manufactured chaos creates the greatest opportunities and that's exactly what we might be seeing right now right now both stocks are trading at what my analysis suggests is a 30 to 40% discount to their intrinsic value and I should of course mention that Winston my golden retriever actually did all the intrinsic value calculations so take them with a pinch of golden retriever fluff um although he does have a pretty good nose for doing some research and in my 13 years or so in the market I've discovered that spotting these manufactured downturns before the rebound is often where the real wealth is created and that reminds me if you want to learn how to spot stock breakouts before they happen and I right now I'm no one's thinking about spot breakouts stock breakouts even but they are going to come back trust me and you are going to be kicking yourself if you miss those great big juicy opportunities that come out of every dip or crash or whatever you want to call it and I want you to be insanely well prepared where you know exactly what to do and when when this Market recovers and set yourself up right now so this is the moment this is the winter where we learn and prepare Spring's about to come when we start putting the seeds in the ground and only then do we have a glorious summer if you just do nothing right now spring won't come because you're not planting the seeds and in the summer well you're just going to get Sunan so if you want to learn where to put those seats and how to put them down then I've recorded for you a 15minute master class that's a combination of everything that I've learned as a banker and as a Trader the same strategies have helped me Achieve Financial Freedom and in this master class I'm going to reveal the simple three-part protocol that I use to consistently outperform the market even in crazy times like this and I know that sounds almost good too good to be true and most people won't watch it and continue to struggle but you don't need any experience it's completely free of ch Char and is just simply part of my mission to make a million people financially free that's really the goal of this whole Community here otherwise I'd be doing something else with my retirement but I'm absolutely loving it because you guys are so generous and you guys are doing so incredibly well so amazing go watch the master class now let's head back to Nvidia and so far Tesla even my brain going off on one we're going to uncover here what billionaire investor Ron Baron called an intentional downturn and why I agree this creates a massive opportunity in these two stocks that most investors are completely missing amongst all the fear and frankly what I'm about to show you contradicts most of what you are hearing from mainstream Financial media so what's wal Street really saying about Tesla Nvidia right now well frankly it's pretty Grim Tesla down over 50% from its all-time highs and just had its worst trading day since 2020 The Narrative EV demand is slowing price cuts are destroying margins in full self-driving well you've heard that promise before right and whether so last time you actually saw a car driving itself down your street that's the way people Wall Street is looking at this Nvidia isn't faing much better in the I of analysis there's a constant chatter about margin compression and how the big Tech Giants you know the Amazon the Googles the microsofts are developing their own chips and the fear is that nvidia's Golden Goose might be cooked why hypers with hyperscalers becoming less dependent on Nvidia gpus and of course this is all happening against the backdrop of recession fears tariff concerns General economic activity and anxiety and so it's not pretty but what if I told you this might all be part of a plan here is where things get really interesting I was watching an interview with Ron Baron you know the chairman of Baron Capital who manages about 40 billion in assets and he said something that made me pause um I think they're intentional I think that um the government you that um musk incredibly consequential person uh advising uh the president uh and I think that all the things they say that make the market go up or down uh you shouldn't think that those are uh By You Know by uh miscommunication or R they they're all intentional wait a minute an intentional Market downturn that sounds like a conspiracy theory doesn't it but Baron isn't some random bloke on the internet he's one of the most successful investors of our time so let me explain with a simple analogy think of the economy as a pot of water on the stove sometimes it starts boiling over that's inflation running hot the FED is like the chef managing that pot now a chef has several ways to stop the pot from boiling over they can turn down the heat that's raising interest rates but they can also briefly lift the lid to release some of the pressure and that's what baren seems to be suggesting is happening right now this controlled cooling happens through four main mechanisms and once you understand those four you'll be smarter and better informed than 99% of people here so first tougher lending standards banks are becoming more cautious making it harder for businesses to expand and for consumers to make big purchases like well electric vehicles for example second reduced government spending fewer contracts slower infrastructure roll out this creates a ripple effect through the economy and then third but strategic messaging even Winston back here perks up his ears when the FED speaks Winston come on there he is even a few carefully chosen words can send markets tumbling and fourth regulatory scrutiny increased oversight in certain industries slows down investment and creates uncertainty and the goal isn't to crash the economy it's to engineer a soft Landing by temporarily taking some air out of the balloon that trying to prevent a much bigger more painful burst later on and that's where the opportunity lies for you if companies like Tesla Nvidia are being held back by these artificial constraints rather than fundamental problems what happens when those constraints are eventually lifted now let's talk about Tesla Wall Street is fixated on quarterly car deliveries and margin compression with Tesla they're looking at Price Cuts in the US and in China and they're saying Tesla is in trouble but they're Miss missing the bigger picture completely Ron Baron points out Ron Baron points to a fundamental shift that's Brewing something that could make today's concerns look laughably shortsighted it's the transition from car manufacturer to a robo taxi operator think about the Maths for a second under the current model Tesla makes about $6 to $7,000 profit per car sold one transaction one time profit and you might not come and buy another car for I don't know 5 years 7 years whatever that's the old way but the robo taxi model we're talking about $3 to $50,000 profit per year not a one-time sale but recurring annual revenue let that sink in every million Robo taxes that Tesla deploys every million robot taxes that Tesla deploys could generate an additional 30 to 50 billion in annual profit that's more than many Fortune 500 companies make in total the key advantage Tesla has Isn't just manufacturing capabilities it's their software while competitors like wayo and Cruz are relying on expensive Hardware Solutions with lighter and complex sensors Tesla's approach is fundamentally different their full self-driving system improves with every iteration it's getting dramatically better with each update according to Baron and the beauty of software it scales infinitely at virtually zero extra cost per extra vehicle on the road so do you see how this changes everything about tesas valuation instead of evaluating it as a car company with you know 15 to 20% margins all of a sudden you'd need to Value it as a software and Robotics company with potentially 70 to 80% margin on its robot taxi Fleet and then there's another factor that Baron keeps emphasizing the musk Factor despite all of the current madness out there Baron still thinks having Elon as an incredibly consequential person advising the president suggests level of influence that could translate into favorable policies think about it ultimately who's going to have more say in autonomous vehicle regulations as they develop and when we combine all of these elements software Advantage scalable approach and potential regulatory influence the current stock price starts to look like an extraordinary opportunity rather than a reflection of Tesla's two true prospects we going to talk about risks and a moment as well but let's shift our Focus to Nvidia first there is this narrative going around that Nvidia is is in trouble because the hyperscalers the Amazon the Googles the microsofts are developing their own custom AI chips and look there is a genuine challenge when Wall Street thinks your biggest customers start becoming your competitors that's well not ideal all right but focusing Solly on this challenge misses the bigger picture of what Nvidia is becoming we look at the upcoming GTC 2025 event sort of nvidia's annual showcase we can see they're not playing defense they're aggressively expanding into into new territories so let me break down four key strengths of what most analysts are overlooking here first the rising AI tide ironically hyperscalers building their own chips is actually bullish for NVIDIA it validates that AI is transformative and here to stay and the market is expanding so rapidly that there is room for multiple players second nvidia's software mode I know we've talked about this a lot of times but Nvidia has been building and fortifying its mode long before generative AI com to public eyes and that's simply not something competitors can replicate overnight and then Third customer diversification yes hyperscalers are super important but Nvidia serves countless other customers from research institutions to healthcare companies financial firms to manufacturing and their technology Powers an incredible diverse ecosystem and then fourth and this is the key Insight nvidia's Vision for the future was set in motion years ago the GTC merely confirmed firms what is already happening behind the scenes they're focusing on three transformative areas robotics Nvidia is positioning itself to provide the brains for robots this is massive as an untapped market then we have Sovereign AI nations want to develop their own AI capabilities without relying on foreign Tech and this represents an entirely New Market for NVIDIA and then third we have ai agents these are software entities capable of Performing complex tasks completely autonomously an nvidia's platform is ideally suited to power these agents there will be billions of these and the proof that this Vision has been in motion for years well look at their financials professional visualization is already up 10% year-over year the automotive and Robotics division has grown by a staggering 100% that's not recent pivoting that's long-term St strategy starting to bear fruit and let's not forget the Tesla connection nvidia's Drive platform is already significant in autonomous driving the potential for deeper Partnerships with Tesla remains a compelling opportunity especially as Tesla pursues its robotaxi Ambitions so while everyone is fixated on the hyperscaler challenge a narrative that's at least two years old already Nvidia has been quietly expanding the playing field executing on a vision that they set in motion long ago and they're not just reacting they're proactively building the foundation for a future powered by smart machines so what does it all mean for you as an investor well I believe that Tesla and Nvidia are currently trading at prices that reflect a deeply pessimistic shortsighted view of their future think of these stocks like coiled Springs the more they're compressed by market pessimism the more energy they store for an eventual release and right now they're being compressed not just by normal Market forces but potentially by an intentional effort to cool the economy this of course is a speculative thesis there are inherit risks but it's speculation based on four solid pillars first the potentially manufactured downturn that Ron Baron suggests if this is indeed a controlled cooling rather than a fundamental shift it creates an artificial buying opportunity with a limited window here and second Tesla's Paradigm Shift we're not valuing a car company anymore we're valuing a future robot taxi network with the potential for 30 to 50 billion in annual profit for every million Vehicles deployed I haven't even Ed upon robots that's a whole another story third nvidia's continued leadership in a booming AI market so despite the hyperscaler challenges they're expanding into robotics Sovereign ai ai agents massive new markets where they have a significant advantage and then fourth the musk Factor the potential for government influence and just getting that permissible autonomous driving Federal legislation where you're suddenly now allowed to fall asleep in your car right that's going to happen and who's going to be able to to put out the most cars the quickest will with full self-driving well it'll only be Tesla you know I have a bunch of cats one of them is pregnant so there'll be a lot more of them maybe you ever seen a cat just before they start to like really jump at something they sort of coil back and they kind of do a little bit of this with the back feet and then they leap forward with unexpected energy the market seems to be in that crouching position right now with these stocks and this current negativity I think is a distraction from the long-term potential so we're not just betting on next quarter's earnings we're betting on a future where autonomous vehicles are ubiquitous a iwers everything from your refrigerator to National Defense systems and Tesla Nvidia at the Forefront of the Revolution now that we understand the thesis let's get a little bit practical how exactly should you position yourself to potentially benefit from this opportunity let me walk you through some specific strategies for trading Tesla and Nvidia in this unique Market opportunity so I've opened here a Trad vision. which is the platform that we buil to give you a data Edge and an information Edge and we've literally just released daily news on all the major stocks not only does it tell you the actual news that is like updated like that but also the key drivers what's driving these stocks the key factors the market sentiment and and everything else and I think that's super super useful on top of the many amazingly useful things that we have on here and what are we seeing well we've had this pretty significant sell off here right like that's sort of the channel That We're in not particularly pretty so that doesn't look too good so what's actually happening here in the in the last couple of days well you see that we are selling off with increasing volume and then just the moment where we started to recover a little bit because uh Trump bought an bought a Tesla well volume is declining so we are seeing not monstrously strong buying and I think it's just because the market is still a little bit well on the edge of their seat and it's understandable so what do we watch out for well one thing you can look at is just how oversold is a stock and there's a little indicator down here called RSI and you can look at that and you go okay we were at like minus or at 21 that's really oversold anything below 30 is really oversold the last time we were here it was in January 2024 and generally speaking these let me draw some lines here generally speaking these lows are related to lows in the in in the market right up there right so on that theory this might well be be a low but there is one factor that will apply similarly right now to what we're seeing on on Nvidia as well and it's something called the vix it's the fear index it tells you how fearful is the market and basically it tells you say a vix of 30 basically tells you that the market is going to move about 2% up or down in the next 30 days that's basically the indicator and right now it's prehype so generally speaking anything below 20 is kind of sweet we're good anything above 20 25 gets a little bit concerning above 30 people start to panic so as we're in this elevated phase here still it's very unlikely that these stocks recover massively that quickly you're going to want to watch for the vix to come down a little bit here now for NVIDIA and again we put a little prediction in here you know the the the price range that the Market's predicting this is based on real data $16 to $131 so we're kind of seeing in there's you know not a lot Happening Here tariff uncertainties the bord tech sector the um so yeah we're kind of seeing that but then also the blackw chips roll out could apparently sold out made rrive a rebound here so again really really useful news items there and what do you what do you see here well let's have start with with the RSI again and just see look when we're at these low lows of the RSI actually we haven't been quite this low for a while but look at the the the the recent lows on that and you get a little bit of an idea that typically they are somewhat of a recovery indicator when you are of these lows so Nvidia literally hasn't gone anywhere since now June 2024 trading at the same levels and we've had since then one two three quarters of earnings with a massive Improvement in profitability per share so Nvidia actually is cheaper than it has been for many many years now is this the moment where we say definitely Bye Bye Bye Bye by no we're below all the moving averages and you're going to want to understand that that point there is something you're going to want to reclaim volume isn't doing quite the same things that it's meant to be doing and I'm rushing a little bit over this because it is explained completely in the master class that'll teach you not just when I would be buying Nvidia or in Tesla and that's not just based on what I'm learned or what I'm doing but what 50 years of the most successful Traders on Wall Street have been have been doing because that's how I learned it and that will give you the rule book three simple steps that will teach you exactly when we look at buying exactly when we look at selling so that we don't become bag holders like of course many people are we bought app here at that 150 and I feeling a little unhappy about that even worse on Tesla so if you want to go and learn that you want to make 2025 your summer so learn when to sew those seeds so you can reap the wonderful rewards in the summer and then in the Autumn because that's obviously when harest time is and um if you're going to go and do that do that right now go to fedix friend.org get free because I want you to get free and that means whatever it means to you not having to go to work getting up whenever you want you know hanging around with your little hound while you're redecorating your your study all that sort of thing and and Winston says Winston any last words from you any last final words um I think he says um go and learn those skills it's a lot more fun once you have them and I love you for watching I Love You for tuning in and I wish you all the best while Wall Street trembles under recession fears and tariff chaos these two companies Alliance