next up here Meta got big news in regards to Meta the stock should be up honestly way more so here's a deal ads are now coming to WhatsApp says Meta advertisements are coming to WhatsApp according to official statement by the messaging platform's parent Meta on Monday the move by the social media and tech giant will contribute to its already strong ad revenue which rose 16% in the first quarter which by the way on a constant currency basis that was up like 19% the company is introducing ads along with channel subscriptions and promoted channels which are expected to boost the reach of its business and content creators the ads will appear in the updates tab under status and channels quote the growing popularity of the updates tab make this a right place for those new for these experiences in a way that doesn't interrupt your chats the company clarified that its personal messaging experience on WhatsApp is not changing subscriptions promotions and ads will will appear only on the updates tab away from your personal chats the company said this means that if you use WhatsApp to chat with your friends and loved ones there'll be no change to your experience at all the new features will be rolled out the next several months guys this is freaking massive absolutely unbelievably massive to to put this in context for a moment here whatsapp has over three billion monthly active users over three billion now I understand a lot of people that watch my channel I think 50% plus of the people that watch my channel you live in the United States just like I do and so WhatsApps isn't nearly as big in the United States as it is international however even I have to use WhatsApp sometimes u to communicate with some folks that you know live in Europe or live in other different regions that might do work for me or whatever because essentially that's what they use there whatsapp that's how they communicate like when I tell them like oh can't we just text like text what uh you mean WhatsApp like what are you what are you talking about here we do WhatsApp and so just understand this is like a huge huge thing and WhatsApp has been growing in popularity in the United States as well it's just like really really big around the world and so when we're talking about monetization of 3 billion users guys remember this is very early days in regards to WhatsApp monetization like the numbers are going to start to stack big for this company like big big keep in mind Instagram has around two think about how much money Facebook makes Meta makes from Instagram nowadays instagram has around two billion monthly active users we're talking about this big dog and by the way it doesn't seem like everybody you know has an Instagram whatsapp has over three billion this is a whole level up in regards to this and so just understand I mean this is a type of opportunity that's that that should add hundreds of billions of dollars of market capitalization to Meta over the coming years right and so that's why I say the move in the stock price today was honestly not the move it should have made like but here's the thing wall Street has never understood Meta you would understand when this company went public it went public at almost $40 a share right after that the stock over the next few months crashed to $18 went from 40 to 18 wall Street didn't get it like how are they but how are they going to make money i don't know right then we witnessed again they didn't get it in 2022 they sold the stock and sold the stock it was a $300 plus dollar stock they sold it down 70 plus% they sold it all the way at the lows to 88 bucks right 88 bucks just relentless selling they didn't get it and so the only thing they ever get in regards to Meta is the money maybe some point they'll understand that Meta is going to be like thriving 10 20 years from now still but they've never understood the stock they've never gotten it they never because there's no there's nothing you could ever look at to say to understand like how big of a deal this company really is how much it really matters to businesses there's nothing you can really we don't have a we don't have like a past company to look at and be like "Oh I get it how like Meta is going to be so much bigger even in the future because we've never seen anything like Meta." Like people were still trying when when when this company went public people were still trying to figure out like Facebook and if it was the next MySpace like they never understood this then when Zuckerberg bought Instagram for a billion dollars they're like "A billion dollars for some app you share photos on what sounds just ridiculous?" And now it's like Instagram is probably worth hundreds of billions of dollars then when they pay 19 billion for WhatsApp which by the way if you think Instagram's opportunity is big they bought that for a billion can you imagine how big the WhatsApp opportunity really is when it comes to monetization considering Zuckerberg was willing to pay 19 billion for WhatsApp they didn't get that either right they've never understood this company they've never understood it but they understood the money and so as this money starts to really inflow this is going to be more of a 2026 story in regards to WhatsApp money starting to inflow big that's going to be the moment they get oh we need to buy meta stock and by that time it'll already be a thousand plus dollars and then they'll be like oh my gosh got to be on this stock right they never have understood this company never never never i feel very comfortable with my Meta position meta in I've I've been saying this for years meta will become the largest market cap in the world in my personal opinion it's been my opinion i think it's going to end up being right right so I got $1.1 million plus in the public account invested in this company right i feel very very comfortable and when I think about you know it's so important to have a founder of a company leading your company to the next big opportunities because a a great CEO doesn't have to be a founder but in order to transform a company to new technologies a lot of times you need the founder because founders just think differently they're able to gather their troops in a in a better way than just a regular CEO they're able to see things that other people can't see and so when it comes to new big tech platform changes is very helpful to have a founder and if we look at the big dog companies the only ones that have the founder around is Nvidia and Meta now at this point in time so we're going into and I'll explain to you like this so everybody can kind of get this right if you look at 2000 2009 companies were positioning themselves for mobile technology for things like apps for things like the cloud that were going to become the next big things right and if you think about what companies really position themselves well Amazon positioned themselves very well with obviously AWS and obviously adopting mobile technology for shopping uh through Amazon as well right which was huge for them they were led by Jeff Bezos at that particular time right if you think about uh Apple oh my gosh Steve Jobs like Apple would have never done what Apple was able to do but they have Steve Jobs there right and Steve Jobs was able to position the company perfectly for mobile right perfectly for apps i mean heck they created the freaking app store right he was able to do that in such a a great way and Apple became a multi multi multi-t trillion dollar company on the back of that right if you think about even Microsoft I know Steve Balmer gets a lot of crap he led the company from what was it 2000 about 2014 at the end of the day he did position Microsoft in a phenomenal way to capture mobile and to capture the cloud huge with a with obviously Azure and you know positioning the teams and everything like that and then Sasha Nadell has just done a phenomenal job of executing on kind of what Balmer was doing there and you might say well Balmer wasn't technically a founder kind of he was he was like the 30th employee at Microsoft i mean come on you're the 30th employee at Microsoft like dude you're you're pretty much a founder at that point in time right and you think about all these companies and you think about obviously Facebook was Zuckerberg he positioned the company perfectly for mobile remember Facebook was just a website at first he positioned them perfectly with mobile with apps right and um in that whole generation and that was that was massive and then obviously with things like Instagram right understanding mobile technology and how that's going to integrate with social media which something like Instagram right and WhatsApp things like that and you think about 2010 to 2030 that's been the time to make all this money look what look at all the money Microsoft's made and Apple's made and Meta's made and all these companies right and they've made all this money because they position themselves during that particular decade they all position themselves to make banks money during this two decade span so what's going on 2020 to 2030 is you have companies position themselves for the next big waves those are are around augmented reality virtual reality LLMs and AI related products in general right and so who do you think is positioned themselves best to capture this big opportunity over the next decade my guess is the guys that are the founders of the companies that can really rally their employee forces to really understand on the highest level possible about how to integrate products and services in these new areas for the future and so my bets would be on companies like Nvidia companies like Meta right if you think about even Google Sergey Brin and Larry Page the founders of Google they were still extremely involved in Google during this particular time period and that's one of the reasons Google has made fortunes of money 2010 to 2030 is because Larry Page and Sergey Brin were still around very heavily involved in all lineups of their business at this particular time right so if you want to think about like who do you bet on you know for this all this next big wave of huge money that's going to be made 2030 to 2050 I'm going to bet on the guys that are the founders man they're just uh they're they're different hey it's Jeremy i hope you really enjoyed that clip here today would you like the ability to understand how to do your own research and not just rely on others to tell you which stock to buy would you like to have the confidence in yourself when it comes to making your own investment decisions out there if you're going to be able to do that you got to have full understanding of everything you need to look for in stocks how you can decipher whether a stock is a buy not a buy all those sorts of things that's where my private group comes in to help the description area down there will have a link to apply to join my private group we've taken over a thousand people over time and been able to teach those folks exactly what to look for in companies how to research companies how to understand financial statements understand all the different metrics so you can make judgments on companies and we've been able to have so many people an incredible amount of people hit six figures plus in their portfolios seven figures plus even some hitting eight figures plus in their portfolios over time so if you're looking to take your game up to the next level and play this on a much higher level apply for my private group once again the link is in the description area now next up here Zuck and Meta what are they up to here the whole news about Zuckerberg willing to pay $100 million to poach some people from from Open AI like what that sounds like crazy numbers right so you know this is my biggest position in the public account $1.1 million invested we're up $928,000 my opinion is Zuckerberg first off Zuckerberg's a founder if he sees something big going on with tech right especially given the the employee force a company has given his level of success over time and given the fact that Meta has basically infinite capital behind them if he sees a new thing coming out he's like I want to go do that let's go this new big thing we're going after it we can do it we can do it better we can do it way better than what everybody else is doing right he wants to go after it he's a founder so what I see with Zuckerberg is he wants to lead all the new tech age the new tech age is around augmented reality virtual reality a AI LLM models right the being the AI backbone he wants to do all that stuff because this is what is going to pay massive dividends 2030 to 2050 and he wants to make sure his company is in the forefront of all this right because that's what's going to be the huge things from 2030 to 2050 and so he wants to he wants to go after all so if that means he's got to pay $14 billion to acquire a good position in another company to really acquire kind of their CEO of that company like they did just recently with Scale AI he's going to do it if it means he's got to pay $100 million to get a top somebody from OpenAI to come over to Meta he's going to do it and he's really the one of the only I can only really think of two CEOs that have that much power that they could do that zuckerberg and Musk that's honestly the only two that come to mind i mean I don't even think Jensen's that crazy to like do stuff like this but that's it like he's the only one that really has the power the pull the money the board of directors the everything to really say I want to go spend $8 billion on this and say people say "All right you do it Zuck." Like like who are we to question him i mean the track record is ridiculous look look what they bought in Instagram for back in the day look what they bought WhatsApp for look at how they well they integrated all look at how fast Threads has grown right who are we to question things they got the number one position in ARVR look at how much money they're already making from AI by integrating AI into their recommendations for ads for content on their platforms who are we to question what Zuckerberg does come on man and so there's very few CEOs like like I said I think I can only think of Musk and Zuckerberg but the difference is Musk has a different level of money than than than Musk musk obviously has a huge net worth but his companies don't really make much money okay like Tesla makes hardly any money spacex you know is a huge money loser from my understanding and all his other companies from my understanding lose money so he doesn't really he's got like this big net worth in valuation but he doesn't actually have any money zuckerberg has the money he's got one of the most profitable companies in the history of mankind so the difference is Zuckerberg if he wants to go spend $14 billion to acquire another company and get a top CEO from that company he can do it and he can also lay out the vision on how we're going to do this and people are people are happy to go work with Zuck too i'm talking about top top people because they know he's going to be going after it every day he's going to be in the office every day he might even be there on the weekends grinding it out at his desk you know with somebody like a Musk like who knows you might not see him for three months like you know you just don't know with that guy right and there's no one else that really has a poll like that so that's what makes Meta such a special stock it's not just man they make fortunes of money their cash flows are ridiculous it's also like you got a real deal Holyfield leading this company man legend legend okay all righty next up here let's talk about a stock is down 90% a lot of people tried to get me to buy this stock a couple years ago man and I'm so happy I didn't so happy I didn't what stock is it it is Nphase Energy nphase Energy used to be a $300 plus dollar stock today it's in the 30s it's fall 90% right might finally actually be worth a risk for people that want to play the solar sector and I'll speak about if I'm personally interested in the stock at this point in time or not okay so Nphase and by the way my gosh like the amount of people that tried to get me to buy the stock back in 22 in in into 2023 it was a long list of folks and the reason was at that time it was a very hot stock their revenues were booming company was booming the stock price was booming and even when the stock market was doing horrible Nphase was just going beast and I looked at the company and I researched and and at the end of the day I came away kind of feeling like it was in a hype type bubble at that particular time in regards to the space in regards to stock in regards to everything right obviously that came true 100% played out right i never played put options on the stock although I probably should have right i probably would have made a lot of money but that's kind of the way I walked away from it and so people were buying you know this is where you can mess up bad in the market people were buying the stock handover fist as it dropped you know as it even popped in 2022 as it went from 200 to 300 those people are I mean I don't know if they'll ever get their money back and if they do it's going to be a long long time from now right and then additionally when the stock started to fall from 300 back down to 200 down to 150 down to 100 people were buying the stock left and right right and now those folks are so far underwater they're down 60 70 80 90% on their shares now at this point in time right you know you're down 90% you need the stock to like 10x 10x to get back to break even even if it does that you'll have lost years and years and years of value just to get back to break even where you used to be meanwhile you could have been buying Palanteer 7 you're going to have been buying Palanteer 10 you're going to be buying Meta at 100 bucks right like that that's the risk and you know I know there's some stocks out there in this market right now that people are glad to flood money into that are trading at all-time highs and blowing through new all-time highs and they're plugging money into these stocks at very high valuations when their business models are very hot and you know don't be surprised if a lot of people are down 40 50 60% a few years from now on some of those stocks that they're plowing money into right now i'm like "Watch out man watch out and it happens it happens quick too right and this is not even in a down market it's gone down 90% not even in a down market you look at the market it's gone straight up over this time right but when it comes to Nphase they make micro inverters right i think they're the most well positioned the folks I've talked about that really know their stuff in regards to this industry say NPhase is incredibly incredibly you know entrenched in this industry they've got great positioning a lot of uh the manufacturers don't want to go with anybody really other than Nphase like Nphase's technology is excellent uh customer service things like that like they don't want to just go with some Chinese company or something like that like that's what I've heard continuously to save a few bucks like Nphase is the way to go in the end and from the customer experience standpoint right and when it comes to Nphase it shows even in something like this right 2,000 plus installers in the NPhase installer network EIN they call it right approximately 81.5 million micro inverters have shipped the 2024 revenue is $1.3 billion a 2024 cash flow from operations was 513 million a very impressive number i think they had a lot of inventory right 2024 gap net income $ 102 million non-gaap net income $321 million right and their business isn't even in the best place right now by the way this is not like the boom times it was a few years ago for a company like Nphase those that's uh long gone now at this point in time so the fact that they're still making this much money and not a great market for them it's actually I think it's pretty impressive quarterly revenue this is something very important if you look here they actually are up their Q4 was up year-over-year their quarterly expenses were down which is great their quarterly gross margin as a percent was up to 53.2% from 50.3% so it looks like the business has bottomed right quarterly operating income percent by year was also up very very nicely up about 10 basis points there or excuse me 10 basis points up about a thousand basis points up about 10 percentage points there right additionally if you look at the Q1 number revenue was up substantially but look at how far off a cliff it is compared to where it was back when things were hypy and and crazy right now if you look also at their quarterly gross margin percent byear it's increased continuously over the last few years and now it's at 48.9% even in bad times That's pretty darn good for the company right so if I was to play anything in solar right it would be NPhase like there's there's nothing else in solar that really is interesting to me you know and all these talks have plunged recently obviously because the Senate proposal to cut and to phase out essentially tax credits for solar by 2028 which is you know something that honestly everybody should have expected eventually over time it's not like they're going to do these tax credits forever and ever right same thing with EV credits and all that stuff but um yeah N is actually interesting am I going to go out there and buy Nphase stock the answer is not right now not right now i'm not interested right now but I've already added it to my watch list it's one I'm going to keep an eye on and you know some other stocks that are just very very attractive very very attractive right now that have my attention but with that being said could I see myself maybe eventually buying NFA stock it's a potential it's a potential but I'm not the biggest fan of solar in general right never been um fortunes have been lost in this industry like it's just you know not the best but if you can get in at the right time at the right price there's some really good arbitrage there so we'll see we'll see i'll keep you guys obviously in tune if I ever make a position but if I was if you force me say you got to go buy $100,000 of some solar related stock I would go buy Nphase over the others right hey it's Jeremy i hope you really enjoyed that clip here today would you like the ability to understand how to do your own research and not just rely on others to tell you which stock to buy would you like to have the confidence in yourself when it comes to making your own investment decisions out there if you're going to be able to do that you got to have full understanding of everything you need to look for in stocks how you can decipher whether a stock is a buy not a buy all those sorts of things that's where my private group comes in to help the description area down there will have a link to apply to join my private group we've taken over a thousand people over time and been able to teach those folks exactly what to look for in companies how to research companies how to understand financial statements understand all the different metrics so you can make judgments on companies and we've been able to have so many people an incredible amount of people hit six figures plus in their portfolios seven figures plus even some hitting eight figures plus in their portfolios over time so if you're looking to take your game up to the next level and play this on a much higher level apply for my private group once again the link is in the description area all righty next one up here Jason Hunter JP Morgan there's bias for the market to correct over the short term this should be interesting jason Hunter jason good to have you thanks for coming in thanks for having me again Mike um you know an impressive rally since early April by really any measure uh the persistence of it the breadth of it the the magnitude of it but it's slowed down i was making this point like in the last several weeks even it's just kind of had this sort of like smaller steps narrower ranges uh what does that tell you and and how do you think it breaks from here so as a technician when you see that type of pattern develop the loss in momentum and and even over the last couple weeks the breath has narrowed stocks above their averages stocks at 52- week highs that's contracted you look around the globe a number of global indices both in DM and EM have stalled in range since midmay um that suggests rally exhaustion and and even we look for very specific patterns momentum divergence is one we're very focused on um that tells you there's a bias for the market to correct over the short term we don't think it's going to be major um we think we could see a bit of backing and filling maybe down to 5,800 5700s given that setup but that should be well supported there cuz the the seasonals during the summer are still quite quite possible so that would that's like call it a 5% pullback from the recent highs you think is is in the cards is there a way to try to reverse engineer why the market has been I guess as resilient as it has i was even pointing out you know we had that little break on Friday and you know didn't even get to its 20-day average let's say for the S&P 500 that's right yeah and when you look at the technical setup really for the last two weeks it's been you know from you know as a chart watcher you're like okay this is pretty negative i should expect negative price action you think about the headlines over the last two days and you're like why aren't we getting it um I think it comes down to positioning i I don't think the speculative community is overly long here the trend following CTA community is probably somewhat long but not over their skis um and I think for the retail community that's really helped power this rally i don't think that they'll try and sell ahead of a correction it's they'll have to you'll have to twist their arm so it really won't have to come from the specs first before then i think that's part of the reason why it just hasn't sold off yet yeah retail traders I guess it's kind of like they they're maybe slow to sell their losers put it that way as opposed to having a a more rigid uh sell discipline um the Treasury market uh you know it gets people very excited when yields have gone up to the upper end of their recent range but I guess you look over two years they haven't really gone anywhere so what's that market telling you right now so what's most interesting for me looking at the Treasury market the front end has had the Fed priced for you know three four eases for a while so I want to talk about something very important they talked about there retail investors slow to sell their losers what here's the deal You got to understand when it comes to retail investors people like myself maybe a lot of you guys watching this video right now right a lot of us are not retail traders we're retail investors we're buying stocks to hold them hopefully for years to go in the future right so a lot of times if we have a losing stock we're likely buying more and more shares of that stock a good example in the public account is Nike nike is a stock I'm down on right nike I love the stock right now so am I going to go sell Nike no if anything I want to buy more shares of Nike i'm in no rush to sell that stock at all i would be happy if I sold that stock 5 10 years from now i don't want to sell it now i don't want to sell it next year i want to sell it in 2027 that's that's a stock I'm buying and buying and buying every share in sight right now because I'm going to feel very comfortable holding that for several economic cycles likely nike is a type of company and brand that you can hold for decades or generations right and so I look at a time period like now and I'm like "Yeah I'm down on that stock i'm happy to buy more shares right?" And so that's the other important part I think that gets forgotten about when we talk about retail traders right well it's pretty much rangebound um for this year though the the the term premium you know the the weakness at the long end the curve steepening uh the narrative around that both the loss of US exceptionalism um and the the questioning around fiscal discipline what's interesting is the bonds actually carved out a decent multi-week yield top pattern as it's retested the cycle cheap uh let's call it 415 to 418 um and I think if you were to break through uh I'm sorry 515 to 518 if you were to break through 480 I think you could see a decent on the 30-year bond i think you could see a decent impulse to lower yields as far as 460 455 given the way that the chart's set up and I think that's very much an out of consensus type setup and when you think about the the sentiment and narrative where it is now and the chart forming that that as a technician that's what gets me excited because it's very much against the grain in terms of what the narrative is out there sure you mentioned that on the equity side things have kind of narrowed out you know as the the rally has matured um what would you think tactically in terms of parts of the market that look better or worse position that maybe they would do worse in this pullback you're expecting or or that you would would expect to kind of outperform was ahead of the headlines this week it was the deep cyclicals including materials energy when you looked at the commodity markets they seemed very much well-contained below their breakdown levels um that were you know that occurred in March and April around the uh the tariff headlines um and that very much looked like so that's still the case with materials um in fact the base metals look like they they are exhausted um and some are already rolling over um energy a whole different story because crude squeezed through its resistance in the '60s and got to 80 and we'll see where it gets before this current crisis abates um but I still think probably the more cyclical side of the market small caps are also well contained below their breakdown zone they're probably the more vulnerable it looks like people are crowding back into like the quality the mag 7 the big AI technique that seems like that'll be the one that holds up well if the market sets yeah maybe