Buy Low - Sell High - Semiconductor Stocks Are On Sale

Summary

The transcript discusses the current state of the semiconductor industry, highlighting its temporary downturn due to inflation and high interest rates affecting consumer spending on electronics and vehicles. However, the speaker identifies this as an opportunity to invest in undervalued semiconductor stocks like Aehr and Ultra Clean Holdings, which are expected to rebound as demand for new technology increases. The speaker uses a detailed analysis method, including Wall Street predictions and earnings reports, to forecast potential returns on these investments by 2025. The transcript emphasizes the importance of recognizing undervalued opportunities in the market and provides insights into Ultra Clean's role in the semiconductor ecosystem.

Takeaways

• 📉 The semiconductor industry is currently in a downturn due to reduced consumer spending on electronics and vehicles, influenced by high inflation and interest rates.
• 🔍 Companies like AEHR and Ultra Clean Holdings are undervalued and present significant investment opportunities due to their strong positions in the industry and lack of debt.
• 🚀 Ultra Clean Holdings specializes in providing critical subsystems, parts, and components, as well as high-purity cleaning, coating, and analytical services primarily for the semiconductor industry.
• 🌐 The demand for smaller, faster, and less energy-intensive consumer electronics drives continuous advancements in semiconductor technology and manufacturing processes.
• 🏭 Ultra Clean Holdings operates under two divisions: Products and Services, focusing on delivering quality solutions and meeting customer delivery targets efficiently.
• 📈 The speaker uses a combination of Wall Street predictions, earnings reports, and personal analysis to estimate future stock prices and determine potential returns on investment.
• 💡 Companies like Nvidia and Google may offer good returns, but the speaker finds greater potential in less popular, currently depressed semiconductor stocks like AEHR and Ultra Clean Holdings.
• 📊 The speaker predicts a 52% return on Ultra Clean Holdings if purchased at the current price, based on an average of various price predictions and the company's future earnings.
• 🔄 Ultra Clean Holdings is focusing on cost and overhead reduction by building new facilities and preparing for the resurgence of the semiconductor industry.
• 🎧 The speaker encourages investors to listen to Ultra Clean Holdings' earnings report to understand the company's strategy and potential for growth.
• 🤝 Joining the 'best of us investors' community provides access to investment strategies and opportunities in undervalued stocks, aiming to 'cheat Wall Street' and maximize returns.

Q & A

What is the current state of the semiconductor industry according to the transcript?

The semiconductor industry is currently in a depressed state due to reduced spending on electronics and vehicles because of high inflation and interest rates.

Why are companies like Intel, Micron Technology, and Super Micro not representative of the entire semiconductor industry?

These companies are primarily associated with building out data centers, which is only a part of the industry. The majority of the semiconductor business is related to consumer electronics, vehicles, and other devices, which are currently seeing less demand.

What factors are contributing to the decrease in consumer spending on electronics and vehicles?

High inflation and rising interest rates are causing consumers to spend more on essential items like groceries and rent, leading to a decrease in purchases of electronics, vehicles, and other semiconductor-dependent products.

What is the expected future trend for electric vehicles, PCs, and smartphones according to the transcript?

It is expected that once data centers are built out and start delivering artificial intelligence, there will be a need to upgrade electric vehicles, PCs, and smartphones, which will revive the depressed semiconductor industry.

How does the speaker use Wall Street's predictions to inform their investment strategy?

The speaker tracks predictions from Wall Street, analyzes earnings reports, and uses this information to predict future stock prices, allowing them to identify potential investment opportunities in undervalued stocks.

What are AEHR and UCTT, and why are they considered good investment opportunities according to the speaker?

AEHR and UCTT are companies in the semiconductor industry that are currently undervalued. The speaker believes they are good investment opportunities because they have no debt, are strong companies in their space, and are expected to grow once the semiconductor industry recovers.

What is Ultra Clean Holdings' role in the semiconductor industry?

Ultra Clean Holdings is a global leader in supplying critical subsystems, parts, components, ultra-high purity cleaning, coating, and analytical services, primarily for the semiconductor industry.

How does Ultra Clean Holdings support the development of advanced semiconductor technology?

Ultra Clean Holdings works closely with customers from design through implementation, providing leading-edge solutions, and focusing on quality to enable transformative technologies and accelerate time to market.

What are the two divisions that Ultra Clean Holdings operates under?

Ultra Clean Holdings operates under two divisions: Products and Services. The Products division focuses on precision components for processed tools, while the Services division specializes in cleaning, coating, and analysis specifications for semiconductor chamber parts.

How does the speaker suggest an investor can verify the opportunities presented by UCTT and AEHR?

The speaker suggests that investors should go to Seeking Alpha, listen to Ultra Clean Holdings' earnings report, and analyze the information provided by the company's CEO and CFO to understand their potential and make informed decisions.

What is the speaker's overall investment strategy for the semiconductor industry?

The speaker's strategy is to invest in currently depressed semiconductor stocks that are undervalued by Wall Street, with the expectation that these companies will experience significant growth once the semiconductor industry recovers.

Outlines

00:00

📉 Semconductor Industry's Current State and Future Outlook

This paragraph discusses the current state of the semiconductor industry, highlighting that despite the rise in stock prices of companies like Intel, Micron Technology, and Super Micro, these only represent a part of the industry. The real opportunity lies in the companies that manufacture conductors for electric vehicles, appliances, and electronics, which are currently experiencing a downturn due to reduced spending on these products. The speaker predicts that once data centers are built and start delivering artificial intelligence, there will be a surge in demand for new devices, leading to a resurgence in the semiconductor industry. The speaker emphasizes the potential of identifying companies like Aehr Test Systems (AEHR) that have strong fundamentals but are currently undervalued, suggesting that they could offer significant returns when the industry rebounds.

05:02

🔢 Wall Street's Predictions and Investment Strategies

The speaker shares a detailed methodology for predicting stock prices based on Wall Street's expectations and personal analysis. They track 34 stocks and use a combination of projected earnings, PE ratios, and analyst predictions to forecast future stock prices. The example given revolves around Apple's stock, where the speaker calculates a potential return based on 2024 earnings and current market conditions. The speaker also discusses how to identify undervalued stocks like Google and Nvidia, which could offer substantial returns if bought at the right price. The focus is on finding 'moonshot' opportunities in the market that are currently overlooked by Wall Street.

10:03

🚀 Uncovering Hidden Gems: AEHR and Ultra Clean Holdings

The speaker introduces two lesser-known companies, AEHR and Ultra Clean Holdings (UCTT), which are currently undervalued but have significant potential for growth. The speaker explains that these companies are in the semiconductor business, which is currently in a trough due to high inflation and interest rates affecting consumer spending on electronics and vehicles. However, the speaker believes that these companies are poised for a comeback once the economy stabilizes and consumer demand for new devices increases. The speaker encourages investors to research these companies, listen to their earnings reports, and understand their business models to seize the investment opportunities they present.

15:05

🌟 Ultra Clean Holdings: A Closer Look at the Semiconductor Industry's Backbone

This paragraph delves into the specifics of Ultra Clean Holdings, a company that provides critical subsystems, components, cleaning, coating, and analytical services primarily for the semiconductor industry. The speaker outlines the company's role in advancing semiconductor technology by working closely with customers from design to implementation, enabling transformative technologies, and accelerating time to market. The company operates in two divisions: products and services. The products division focuses on ultra-clean precision components for processed tools, while the services division specializes in cleaning, coating, and analysis specifications for semiconductor chamber parts. The speaker emphasizes Ultra Clean's position as a global leader and its ability to meet the quality, delivery, and cost requirements of the semiconductor industry.

20:06

🎯 Navigating the Market: Strategies for Identifying Opportunities

The speaker concludes by reiterating the importance of focusing on currently depressed semiconductor stocks, which they believe present the greatest opportunities for significant returns. They encourage investors to research and understand the companies they are interested in, such as Ultra Clean Holdings, and to listen to their earnings reports for insights. The speaker also mentions their own investment approach, which involves identifying undervalued stocks with strong fundamentals rather than following the front runners. They invite listeners to join their investment community to learn more about how to 'cheat Wall Street' and find similar opportunities in the market.

Keywords

💡semiconductor industry

The semiconductor industry refers to the sector that designs, manufactures, and sells semiconductor devices such as integrated circuits and microprocessors. In the video, it is mentioned that this industry is currently experiencing a downturn due to reduced consumer spending on electronics and vehicles, which are the primary markets for semiconductors.

💡electric vehicles (EVs)

Electric vehicles, or EVs, are automobiles that are powered by electric motors rather than internal combustion engines. In the context of the video, EVs are cited as one of the key areas where semiconductors are used, and the current decrease in EV purchases is contributing to the semiconductor industry's downturn.

💡artificial intelligence (AI)

Artificial intelligence refers to the simulation of human intelligence in machines that are programmed to think and learn like humans. In the video, AI is presented as a transformative technology that will drive future demand for semiconductors, particularly once data centers are fully built out and begin to deliver advanced AI capabilities.

💡Ultra Clean Holdings

Ultra Clean Holdings is a company that supplies critical subsystems, parts, components, ultra-high purity cleaning, coating, and analytical services, primarily for the semiconductor industry. The video highlights Ultra Clean Holdings as an undervalued company with significant growth potential in the recovering semiconductor market.

💡earnings reports

Earnings reports are financial statements released by publicly traded companies that summarize their performance over a specific period, typically a quarter or a year. They include information on revenue, expenses, and net income, which are crucial for investors to assess a company's financial health.

💡inflation

Inflation refers to the rate at which the general level of prices for goods and services is rising, leading to a decrease in the purchasing power of money. In the video, high inflation is cited as a factor that is causing consumers to reduce spending on items like electronics and vehicles, which in turn affects the semiconductor industry.

💡interest rates

Interest rates are the percentage of a loan that a lender charges for borrowing, and they influence the cost of borrowing and the return on investment. In the video, rising interest rates are contributing to a decrease in consumer spending and an increase in the cost of credit, which impacts the demand for semiconductor-based products.

💡market trough

A market trough refers to a period of low point or temporary decline in the business or market cycle. In the context of the video, the semiconductor industry is said to be in a trough, indicating a temporary downturn from which it is expected to recover.

💡investment strategy

An investment strategy is a plan or approach that an investor uses to achieve their financial goals. In the video, the speaker outlines a strategy of identifying undervalued companies in the semiconductor industry that are expected to rebound, based on future growth in areas like electric vehicles and AI.

💡PE ratio

The price-to-earnings ratio (PE ratio) is a financial metric that compares a company's market price per share to its earnings per share (EPS), calculated over the most recent 12-month period. It is used to determine the valuation of a company and its stock.

💡earnings per share (EPS)

Earnings per share, or EPS, is a measure of a company's profitability, calculated by dividing the net income by the number of outstanding shares. It indicates how much profit each share of common stock generates and is a key indicator used by investors to evaluate a company's performance.

Highlights

The speaker discusses the semiconductor industry's current state and its impact on various tech stocks.

Intel, Micron Technology, and Super Micro are mentioned as key players in the semiconductor industry.

The speaker identifies a shift in investment focus from data centers to other areas of the semiconductor industry.

Electric vehicles, smartphones, and PCs are expected to drive the need for semiconductor upgrades in the future.

AEHR and Ultra Clean Holdings are highlighted as undervalued stocks with significant potential for growth.

The speaker introduces a 'cheat sheet' method for predicting stock prices based on Wall Street's expectations and earnings.

Apple's stock price prediction is used as an example to demonstrate the 'cheat sheet' method.

The speaker emphasizes the importance of identifying stocks like Google and Nvidia that offer high return on investment.

The semiconductor industry is currently in a trough due to high inflation and interest rates affecting consumer spending.

The speaker believes that the semiconductor industry will rebound once consumer spending on electronics increases.

Ultra Clean Holdings' role in the semiconductor industry is explained, highlighting their critical subsystems and services.

The speaker provides a detailed analysis of Ultra Clean Holdings' potential return on investment based on current market conditions.

The importance of understanding a company's financial health and market position is stressed for successful investing.

The speaker encourages investors to research and listen to company earnings reports for a deeper understanding of investment opportunities.

The potential for significant returns on investment in undervalued semiconductor stocks is reiterated.

The speaker shares a method for calculating potential returns on investment based on current stock prices and projected earnings.

The speaker's investment philosophy focuses on finding opportunities in undervalued stocks rather than following the market leaders.

Transcripts

I know you believe that semiconductor

prices are on stocks are up because to

you semiconductors means Intel means

Micron Technology means uh super micro

macro computer but that's only a part of

the industry that's the industry that's

building out the data centers and that's

not where the big element and the big

opportunity is no that's the the

semiconductor industry I talking about

that is down is those people who make

the conductors for the electric vehicles

for any vehicles for toaster for

smartphones for PCs and you're not

spending money on that and neither is

anybody else because you're spending all

your money at the grocery store your

rent is going up your interest rates are

going up on your credit cards so you're

pulling back so the general

semiconductor industry is depressed now

if you believe that electric vehicles

and PCs and and smartphones are going to

have to be upgraded because once these

data centers are built out and they

start delivering artificial intelligence

then you're going to have to buy all

these new things and that will bring the

depressed semiconductor industry back

and so if we can identify such as aehr

that is down 40% probably down 70% from

its high and recognize that they have no

debt they're a good strong company they

own their space and when that business

comes back they're going to explode well

I want to show you another one it's

called Ultra Clean systems between the

two of these you can make probably in

2025 from what you can buy them at today

you're going to make over 100% let me

walk you through it I'm going to first

show you my cheat sheet and how I derive

what the price is going to be on these

stocks in 2025 and where you should buy

them now and I'm going to substantiate

why those prices of 2025 are correct and

then I'm going to take you and I'm going

to introduce you so that you know what

Ultra Clean does I've already told you

what aehr does and this is where you

need to be looking and where you can

make some money if you put the money in

these depressed stocks here is what you

need to know this is my cheat sheet I

call it a cheat sheet because this is

how I try to cheat Wall Street uh I try

to figure out where they believe the

stock price is going and then where I

can buy it to get taken advantage let me

give you an example uh I I track uh

about 34 stocks and what I'm trying to

do is to predict based on W what Wall

Street tells me and the information that

I can gather what Apple's price is going

to be in the future and that's in these

green bars here that I do for all the

stocks that I track that I track

basically I start with uh what's the

price based on uh 2024

earnings uh that uh that Apple will

achieve in the next 24 months again

based on uh 2024 earnings and as you can

see the earnings in 2023 were

$616 and projected in 2024 to be

$656 and then

$7.15 in uh 2025 so what I do is I take

and I I smize that the market believes

it's worth uh

$170

59 based on its earnings of

2023 of

$616 and a PE ratio of

27.7 so what I do then is say Okay based

on earnings of 656 and the same PE ratio

what price would that give me and that's

that 181 then I go to the analyst and

and there are 38 analysts who track um

uh apple and their average price for

2024 12 months from now is

$250 the tech price the high that that

uh uh Apple has achieved recently is

189 and the fair value this is an

analysis of their cash flow their free

cash flow what is the value of this

stock based on the its ability to

generate cash and that's

$173 54 I take those four numbers I

average them and I say okay at current

price of $170 159 what would that

average price give me uh over the next

uh uh 12 months and that's

17.6% if I can buy at my Target price of

165 Which is

$559 less than what it is selling for

today I'll get a

[Music]

2.68% return over the next 12 months

that's how this works okay and so you

can see I can find some stocks such as a

Google if I buy it at my Target price of

$130 selling currently at 152 I'll make

48% if I buy it at today's price of 52

I'll make 26% that's how this works okay

so let's just give you some

examples uh Nvidia if I buy it at my

Target price of

$664 I'm going to make

121% if I buy it at today's price I'll

make 54% but what I have to look at is

that number that's the If I multiply its

current PE ratio towards its earnings of

next year 2024 it's worth

$3,681 why is that because its earnings

from 2023 are going to increase by 288

per is that realistic probably not but

for me to make a comparison of all the

stocks and then put my own knowledge

into it I can come up with if I can buy

it at 664 or I'm going to make 120% on

it now I don't care whether I buy it or

not quite honestly because I don't care

what stocks I own what I care about is

how much I make what I want to show you

is the opportunities of a lifetime

that's down here that's what I call my

moonshots basically there you have to

recognize as I said earlier that the

semiconductor business is in a trough

it's down why is that because you aren't

buying EVS you aren't buying a new phone

you aren't buying a new refrigerator why

is that because inflation is high

because interest rates are high so you

have pulled back because you're spending

more at the gra grocery more at the gas

pump more on your utilities more on your

rent so you aren't buying those things

that the the mass semiconductor world is

making you

are you see the semiconductor world as

Nvidia

and and Micron Technology they are

building semiconductors for the data

centers that's not where you spend

that's not where the majority of the

semiconductor business lives it lives in

the EVS in the toasters in the

refrigerators in the cars and it's

currently depressed two of the stocks

that I believe are are are just a gift

from God are AE HR and

um Ultra Clean Holdings unless you

follow me you've never heard of them

because they right now are depressed I

told you that Nvidia has 38 analysts

following it and and and studying it and

reporting to their superiors about it

aehr has won one Wall Street analysts

reporting on it they get no publicity

they get no headlines they get one

analyst you uh Ultra Clean has three I

get this from Zach now are there

possibly more yes but those who report

to Zachs one for AE HR three for

uctt so they don't know what I want to

do is educate you I've told you about

ACR I want to educate you on

uctt ultra clean I'm going to show you a

video here in a second that will explain

entirely what they do and then I want

you to go to their earnings report and

listen to their CEO and their financial

officer and see if you don't believe

like I do that I've got an opportunity

here that seldom comes down the pike

because Wall Street isn't paying

attention to it I believe ultra clean uh

will give me based on its current price

of uh

$446 I believe it will give me a

52% return if I can buy it for roughly

$469 less or $40 I'll make

69.9 once this new once this

semiconductor business once you buy your

new pc you buy your new phone you buy

your new car your new toaster and your

new refrigerator which will probably

happen sometime in 2025 after interest

rates come down after inflation slows

down these companies will be back on

track to what they can Pro they can

provide for you so let's let me just

take you through Ultra cleans based on

their earnings for next year which are

going to go from 56 cents this year to

aund or to a142 or

153% gain based on that at their current

PE ratio of

79.6 it's going to have a price of

$112 based on the three analysts that

their average price of $50 and based on

their high tech that's the high they had

when the EVS were being sold back in

2020 and

2021 the price is $65 based on Fair

Value the their ability to generate free

cash flow the price is

$43.65

actually less than what it is selling

for today I take those four prices I

average them and based on this price of

if I can get it for $40 I'll make

69.7% over the next 12 months if I go

ahead and buy it at

$44.5 I'll make

52% the choice is yours so that's how I

do this now what I want to do is educate

you

on Ultra Clean Holdings so you know what

they do you know where they fit into

this ecosystem and then I'm going to

challenge you to and I'll show you where

you can get it to go listen to their

last quarter's earnings report and you

will learn this company is building new

facilities condensing their their cost

and overhead because they're priming

themselves for the return to what they

experienced in the past as semi

conductors take off in the future watch

this ucct is a global leader in the

supply of critical subsystems Parts

components ultra- High Purity cleaning

coating and analytical Services

primarily for the semiconductor industry

World demand for smaller faster and less

energy-intensive consumer electronics

requires continuous progress in the

development of semiconductor technology

it also takes revolutionary changes in

the design and construction of the chips

and equipment used to manufacture these

devices with our wealth of experience

wide range of Leading Edge Solutions and

Relentless focus on quality we work

closely with our customers from design

through implementation to enable their

transformative Technologies and

accelerate their time to Market we

operate our business under two divisions

products and services let's start with

our products

division as Society accelerates the need

for smarter connected products ucct is

committed to helping its semiconductor

customers deliver the next ever smaller

technology node to the world production

of these Advanced chips requires Ultra

Clean Precision components for processed

tools uct's chemical and gas Delivery

Systems are configured with Superior

technical expertise in design and

Manufacturing our TurnKey systems permit

the precise delivery management and

control of specialty gases and chemicals

in semiconductor display Fab and subfab

infrastructure high quality weldments

are key in delivering new chemicals for

the advanced deposition and Edge markets

with a focus on cleanliness

contamination control uniformity and

overall quality thermal control in

complex manufacturing equipment means

ensuring all the chemical precursors and

byproduct reactants are managed to

provide High reliability performance we

address our customers most challenging

temperature management needs our

mechatronic experts engage in all

aspects of the value chain to deliver

Solutions including mechanical control

and placement Precision for process

repeatability and high yield UCT

efficiently and effectively perform

system integration involving low volumes

of Highly configurable complex

assemblies and modules from mechanical

assembly to electrical and pneumatic

routing we offer a complete fully tested

subassembly many of which Shi directly

to the end user with vertical

integration and key strategic

Partnerships we consistently meet our

customers delivery targets reliable

costeffective high volume manufacturing

involving critical gas or liquid inputs

requires a robust physical

infrastructure uct's fluid Solutions

supports the gas delivery system for

wafer fabrication equipment including

valves fittings and hoses critical

building blocks in the value chain for

ucct meeting the stringent requirements

of high performance Industries requires

understanding the capabilities of

individual parts or components and

ensures the performance of the entire

system whether working with high Purity

corrosive chemical Delivery Systems for

Semiconductor applications or high

pressure temperature sensitive solutions

for chemical and pharmaceutical

processes uct's end-to-end development

and Manufacturing capabilities enable us

to more effectively address complex

application

challenges uct's services division is a

leader in the industry because we have

an in-depth understanding of the

stringent cleaning coating and Analysis

specifications of new and recycled

semiconductor chamber Parts our

facilities around the globe process over

a million Parts each year and our

Solutions improve chip makers

performance and minimize downtime while

lowering the cost of ownership uct's

exclusive cleaning capability focuses on

the most critical process areas of wafer

fabrication and includes patented

chemistry that selectively removes

deposition and offers a minimally

abrasive non-con process in an

environmentally friendly manner uct's

proprietary performance Coatings

increases yield and Tool availability we

protect the tool Surface by reducing

corrosion during etch and increasing

adhesion during the deposition processes

all Coatings are done with

state-of-the-art Robotics and monitored

using statistical process control

parameters to meet our customers

specifications finally uct's chemtrace

capability reduces Fab variability by

analyzing everything from fab air

quality Chamber Park cleanliness wafer

Quality Chemical and water Purity

through to the clean room consumables

chemtrace has a network of accredited

commercial Testing Laboratories located

around the globe and is a partner of

choice for customers who want to improve

Fab results amid growing semicond

conducted demand and increased device

complexity UCT is ideally positioned to

deliver solutions that meet our

customers quality delivery and cost

requirements our broad Suite of

highquality product and service

capabilities help to solve the complex

challenges of today's semiconductor

industry and enable our customers

success what I now want you to do is to

go to Seeking Alpha if you don't

subscribe to Seeking Alpha there is a

discount coupon in the description that

uh you can you can get it uh when you go

to Seeking Alpha you go to

uctt and you page down and you're going

to see this little squiggly line and it

says Ultra Clean Holdings earnings

transcript you click on that and that

takes you to their earnings report from

October the 25th um

2023 this is the transcript that goes

through it what I like to do is to

listen to it and read it at the same

time so I push click here and welcome to

the ultra clean Q3 2023 earnings call

and webcast and so now you're getting

the operator who is explaining to you

who's going to report and that is going

to be that's going to include uh Jim

show hommer which is the CEO and sieri

Savage which is the CFO as you listen to

this you're going to hear Jim tell you

that the the overall atmosphere of the

semiconductor industry is slowing down

and they're going through a trough but

he's also going to explain to you how

they have uh done a lot of work of

acquiring another company to give them a

larger footprint a larger Tam then he's

going to explain to you how they they're

consolidating their uh production

centers from two or three buildings to

one and making themselves more efficient

as they move through this period when

they're larger customers are working

down their inventory because they aren't

getting the orders for the toasters for

the refrigerators for the EVS you'll

also learn that their largest customer

is

asml the Norwegian company that makes

the the the uh companies that do the

lithographic printing of the machines

that uh make semiconductors their next

largest suppliers or largest customers

are are the the foundaries and that's

going to be the um TW Taiwan

semiconductor and Samsung and now as he

he he alludes to they are building a

relationship through asml delivery of

their latest

lithography uh uh machines to entail

listen to this and come away and see if

you don't believe this is an opportunity

of a lifetime okay that's how how I

invest in stocks I'm not interested in

buying the the front runner right now

because he doesn't have the potential

that these depressed stocks do this is

where I'll make my big money will I

continue to own and buy at at at any

dips in Amazon and Google and apple of

course I will because those are the

stocks that are going to lead us through

this change in our world called

generative artificial intelligence

if if you watch my yesterday video

you're going to learn this is going to

change your life but right now the

opportunity is in the depressed

semiconductor stocks and they're on my

cheat sheet and I promise to you I'll

find some more so how can you

participate that join the tribe go to

best of us investors and join our

Platinum level right now we have it on

sale for 50% off of our monthly fee and

you can come along with this ride for

how to cheat Wall Street out of their

game beat them at their game and we can

do that if we can go where they don't go

where they don't they they want to talk

to you about Nvidia they want to talk to

you about super micro they want to talk

to you about Micron they don't even know

about air systems and Ultra Clean talk

to you again

[Music]

tomorrow