Hey this is tom and you better buckle up because today is going to be wet and wild. Now we're going to talk about palantir, tesla, wet bush, talking about the future of tech and growth, peter thiel, talking about china and bitcoin, and i got a stock. I really want to show you, because i think it's going to be one of the breakout stocks of this new 2021 economy. You better stick around for this.

It's gon na be a banger of a video. If this is your first time here, allow me to just to say hello: my name is tom. I used to be a senior financial analyst. Now i'm a full-time youtuber talking about the stock market, the financial world and economics, and in this video i'm gon na give you five things.

You absolutely need to know today before markets open and for the first story of the day we got ta talk about. You guessed it talent here now. Palantir is an extremely divisive company. Much like my mom.

You either hate her or you love her. There's nothing in between shout out to you, mom, i'm just kidding. Don't sue me now check this out. Palantir! Isn't the news again for all the right reasons, although a lot of people like to hate on it, smart money points otherwise, mainstream media wants you to think certain things, but smart money flows into this company kathy wood, which is one of the great money managers of Our generation, whether you agree with me about that or not i don't give a that's what i think she literally had zero shares of volunteer in october 2020., fast forward.

Six months to today, she has almost 20 million of pallent shares across her two funds, rk and rw. Now the news are she just added another million to arcade, and the news are that kathy wood is buying more into the dip again she just added. Another million shares of palleteer to her rk fund raising the percentage to 1.35 percent of the entire fund. Just to give you an example: tesla which is the highest holding he has in rk is 10.7 percent, so 1.35 is piloteer.

That's a top 25 stock for her extremely high conviction. It's a no-brainer, of course, she's buying the dip. I think that the market is slowly starting to realize what talent there is much like with tesla it's going to take time for conservative money managers to understand what there really is and that's fine, the interim period until the market realize. That is an opportunity for me to make more money by buying more patented shares, that's it and for the second story of the day we got ta talk about tesla, some incredible news and again i can't believe it, but sawyer merit is back in the show day.

After day this guy brings bangers on twitter. I love him. Hey sawyer, shout out to you so sawyer merit just put out this tweet breaking the buy. The administration's 174 billion proposal to boost electric vehicles calls for 100 billion in new consumer rebates and 15 billion to build 500 000 new electric vehicle charging stations now check this out.

The plan also calls for 20 billion for electric school buses, 25 billion for zero emissions, transit vehicles and 14 billion in other tax incentives now check this out. This is the actual screenshot that i posted. The new ev rebates, part of a 2.3 trillion infrastructure and jobs proposal, would be a potential big boost to us automakers, especially gm and tesla, which no longer qualify for the 7 500 rebates after they sold more than 200 000 zero emissions models now check this out. Essentially, what it means that, if this thing passes we're getting more rebates for tesla, of course, other companies will enjoy some of it, but who is the biggest fastest growing, fastest, ramping, auto manufacturer in the ev industry? It's definitely tesla.

It's a no-brainer, no competition, and i know a lot of people will say well tom. This is going to help their competition because subsidies help usually the week but check this out. If tesla gets a 7 000 rebate, imagine what would be the cost on their 25. 000 car, which is probably coming next year and a year and a half it's gon na, be insane.

Would you not buy a tesla for eighteen thousand dollars? That's a no-brainer! This is headed to mars santa everybody and the next story is quite misleading. So i need you to hang tight and listen to my explanation. Now, webbush and specifically dan eyes, just came out and said tech stocks will grow by 30 this year, very aggressive. Let me read you the paragraph and then i'll tell you what i think he really means, because i don't think you're understanding the true meaning of this, while valuations will continue to be an emotional bull, bear debate, the fundamental growth on the horizon for these next gen Technologies is unprecedented as this fourth industrial revolution begins to take hold across the tech landscape.

Web boost securities analyst dennis wrote in a wednesday note. In our opinion, tech stocks have an upward of 25 to 30 percent move in the cards for the rest of the year. Despite lingering rotation fears now, then ives is basically saying something really interesting. He's saying: don't worry about rotation, we think tech is the way to go he's not talking about the speculative non-profitable, futuristic stock.

I think he's talking about the master stock, the apples, the googles, the facebook, the amazons. These are the stock. I think we'll see that 25 to 30 at least the bulk of it. Of course the other ones will enjoy it as well.

I think palantir will be there. I think tesla will be there. I think what dan eyes means here is that the main pocket of undervaluation is inside these mega stocks that got sold off in mid february with the rest of tech. For no reason - and i think he's right - i think we probably will see 20 to 30.

I know it's aggressive, but i agree with him, but don't go buying some biotech stocks that make no money and just hope it's going to explode to 30 this year. It's probably not gon na happen, so be careful. Next up, we got peter thiel talking about china, essentially claiming that china might be weaponizing bitcoin against the us dollar, which is not completely unfounded. I can see that happening, but here's the thing peter thiel also owns a bitcoin mining company from texas, so you got ta disclose that every time you have a discussion of course he's pushing for some american protection against american companies.

Of course, it's pretty much. The same thing he does with palantir he's really national as far as protecting u.s interests. However, here's the thing, even though i think china is actually trying to weaponize pretty much everything against the us dollar, they did it with the euro. They have a lot of aspirations to dethrone the dollar.

You can't blame them for wanting to do it, they're fighting for top dog. I think the us is doing the most of the damage to itself when you print so much dollars. In fact, when you print 40 of the dollar in one year, you open yourself up, you become vulnerable, so i do agree with peter thiel that china won't miss any opportunities to with the us, especially with cryptocurrency, but i think the u.s best course of action is Not to fight china, not it's basically to strengthen the dollar. The only way to do it is to print less of it simple.

If you print less of it, you can actually compete. The main reason, a lot of americans also actually move to crypto from fiat money is because of the scarcity of that when you're printing, so much of it, people will trend towards cryptocurrencies simple, so peter thiel is right here, but it's only part of the story. You got ta look at the entire picture here and the next story of the day is about my next rotation stock. I hold no position right now, long or short, but after this video i will plan a long position sometime in the next week.

Now i'm talking about qualcomm qcom, this is already a massive player in 5g, the only main issue they had, the major risk that they had was anti-trust issues and the ftc went after them, but about a week ago this thing got cleared out, they're no longer going After qualcomm, this thing has settled no anti-trust issues and look at the main two valuations, which i always like to take a look at, which is p e to gap trading 12 months and ev to ebitda trailing 12 months. Look at this in one they're 33 undervalued in the other 20 undervalued and that's a leading company we're not talking about some joe schmo startup. This is a massive company. Look at this.

They almost have no short interest. I'm about to show you their numbers. It's pretty insane look at this 1.93 short interest. It's a 156 billion dollar company.

Look how undervalued they are now. I think that's the next big play for 5g. I think they're going to be massive. I'm going to put a lot of money into this company.

For me, that's a and seventy dollar stock right now there are 140, so there's 30 dollars here to be made about 20. Now i will put out a full video with the cfs and all that good stuff about this company soon, but i just wanted to let you know in advance, because i think at 140 it's a really good company to own. For me, personally, allegedly that's just my opinion, my being accurate might be wrong during research because, as you know, this is not financial advice. This is just entertainment and me sharing my opinion and, as always, a huge thanks for the channel members and the patrons for actually supporting this channel.

All this time, you guys are amazing. We just did another 10 on crowdstrike. We went in at 177.. The stock did 10 and we still think there's another 13 back 10, so shout out to everybody in patreon who actually went into crowdstrike amazing i'll, see you guys next video.