0:04 Well, hello everybody. What a mess this all is. So, there's a truce. What have I got this in my ears for? Ridiculous things. Anyway, there's a truce and everything's been sorted out and everything's hunky dory now apart from it isn't. So, we've been through, you know, 48 hours, 72 hours, 2 weeks, one week, and now another two weeks or whatever it is. Blah blah blah blah blah. You know, it it's it's worse than some old serial on television. But here we are, apparently. Well, it's not as sorted out as it was an hour and a half before the world was going to end. Uh now we're in a situation where Iran is charging millions for tanks to go through and Trump says that's not our agreement. Stop that. And anyway, if you look at the markets, they're going.
0:55 Now, two days ago, up it went like a rocket. And I looked at that and I went, "Oh, no. Oh, that money I could have made. Oh, I'm sad now." Looked at the chart and went, "Oh, look at that chart." Oh, yeah. Well, h so I didn't get whipsed by it. I'm old enough not to fall for that one. And we'll see what happens next. My bottom line is right now this market is uninvestable. I got out because I thought there was a high chance, you know, at least 50/50 that maybe not the balloon, but a balloon was going to go up and the market was going to crash. Well, at the 11th hour, it didn't crash. And anybody that held, good on you. You made that good call. Me, I'm sat here feeling sad. And then I
1:40 go, "Oh, look at all that cash. Oh, that cheers me up. Oh, feeling sad. Look at the chart. Oh, look at that chart. Oh, I'm I'm not sad anymore. Oh, you know, it's it's it's Oh, I'm sad I'm not in the market. Oh, look at it today. Hey, hey, you know, bipolar. So, actually on balance, I'm quite happy I'm sat here. And the last year or so has been so fabulous that effectively I kept 80% of a massive win. And right now, I would have got a little bit of it back. So, I'm less well off than I would have been if I'd held through the nightmare that's been the last few days. So, I'm actually really pleased because the way to look at this is when you look back at it, if you can look back at it or imagine that
2:25 you're looking back at it, you look back at it and went, "Oh, I made a lot there. Oh, and I put 20% of it back, but I kept the rest of it." You'd go, "Yeah, that's great." So, that's where I am right now. And I'm not looking back at it, but I'm imagining that I'm looking back at it in five years time. Now, the question is when to get back in, how to get back in, why to get back in. Well, what I'm going to do is I'm going to let this dust settle at least until those two weeks to do a negotiation that I'll sort it out and then we'll see. Then I will probably look back at what I had and one at a time reassess them and re-enter on them over a period. And I'll be bringing that all to you every couple of days.
3:11 I'd just like to thank all my members. You're completely brilliant and obviously you're getting lots of special stuff and you and I will continue to do that. And basically once a week, maybe a bit more, maybe a bit less. I'll be bringing you ideas, structures, ways to trade or invest in the market. And thank you for being a member. And there's more to come over the weekend probably. So, see you then. Anyway, back to this. Now, I got out of everything apart from my Equinor, which I doubled up on. And then just before the deadline, I nearly bought more. But I didn't. There's old pilots and bold pilots and no old bold pilots.
3:56 So, I did the right thing. I didn't load up on more cuz it's fallen back since. So, anyway, it's always good to calm yourself down a bit. It's always good when you're excited to turn the knob back down and go, "Should I do that? Oh, no. I don't care." And I did that. I was absolutely right not to do it. In the same way, I was absolutely wrong to sell out the first time I did it when I bought those oil ETFs. But you win some, you lose some. What you try to do is win more than you lose because you'll make a lot of money if you do that. However, I bought some stock a few days ago and I decided that perhaps now is the time to tell you about it and it was brought to my attention by one of our subscribers
4:41 in one of our videos down there and I looked into it and I went, "Oh, wow. That's brilliant." And I bought some. Now, what that person said was, "You should look at Nokia." And one one of the commenters went, "No, what are you talking about?" And I went, "No, h really." So I went and looked at it and I went, "Oh, wow. Okay. Yeah. Nokia. Yeah, I see. Now Nokia uh used to do the phones. I don't know. They may even still do some, but they used to do the phones. They got out of it and they went into mobile phone infrastructure. So all the stuff you don't see when you make a phone call, they do that. And really most of that was done, still is done by China. And of course, guess
5:28 what? Everybody suspects they got a back door in them and maybe even a kill switch. So have a little bit of trouble with China. Clunk. No mobile phone networks anymore. So a lot of the West has been saying, "No, no, you got to pull that Chinese stuff out." Well, Noki is one of the few companies that can actually provide an alternative. So that's really, really good. That's a really really positive thing for them. But obviously they've been down on their backside. I mean great brand. Everybody would consider them a joke now that doesn't realize that they're a big piece of mobile phone infrastructure. This is where it gets more interesting. There's this thing called 6G are coming. Okay. 5G now, 6G soon. And apparently America
6:15 wants to be the king of 6G because as we all know American mobile connectivity is a little bit come and go a little bit flaky. It's a big place. It's not like Europe um you know the density is not there. So having mobile technology can be pretty difficult for America and it's over the years had you know a a bumpy ride. So America now wants to go 6G and be the kingpin of that. obviously can't use Chinese technology for that because that's a big issue. Now, Nvidia has gone and made an investment in Nokia and Nvidia and Nokia are getting together AI in mobile infrastructure. That's a big hairy deal. That's a big
7:00 big hairy deal. AI plus mobile phones. Oh, that really is interesting. and they've made an investment and they've got together and they had a big hug and that's going to be what they're going to be doing or part of what they're going to be doing in the future. Now, I'm going to stop there and I'm not going to say spreadsheets and discounted cash flows. I'm going to say no is valued at 60 billion euros euros go check it yourself i.e. nothing in this game and therefore it's a fabulous opportunity because a company like that AI mobile phones infrastructure America wants to be the king of that's a $200 billion company not $60 billion company so that's a three or 4x right there on deck so I bought a lot quite a lot even
7:46 though the world was falling when you see something like that you jump on board and I've jumped on board and here's a chart of what it's done and that will give you some ideas. So, it's not like nobody knows. It's obviously something that's going on, but I doubt if you've bumped into that. I hadn't bumped into that and thank you. You know who you are for pointing that out because it's great. It's a great brand. People are going to laugh at the suggestion. And there it is. AI G 6G America um being great again. Nvidia. I mean, what a lovely cake that is. So, I bought myself a slice. Anyway, that is my idea, my investment idea, but it's more
8:31 like the structure of it you should think about rather than the name. It's a great name, but the structure that is very, very tasty because it's so cheap because it's been a laughingtock for what best part of a decade and now it's on the A train. Anyway, let's move right along. Now uh a lot of people signed up for the a newfn API so that they could write programs that pull those live data and prices down and also feed it into things like open claw and their AI. So welcome on board. There'll be a lot more of that coming and if you want to get on that a train then email me at clmufn.com and I'll I'll try to sort you out. We're nearly
9:16 full. I mean, we're actually full, but I've pushed out the envelope for how many people can get in. So, jump on board. If we are full by the time you do it, I'll put you on a wait list for later on. And all those people that ask for access that I've replied to that haven't opened an account, please go and do that. Otherwise, you might end up not on the list. So, go and get on the list and email me that you've done it by opening an account on a new FN and we will give you some API credits so that you can get going. A lot of API credits. So there you are. Reach out to me again. Open that account. It's all free, by the way. Free, free, free, free, free. Anyway, finally, I'm writing a book and it's going to be 50 Laws of Investing by me and I'm up to about 18. So sometime this year, with a bit of luck, that book
10:03 will appear. So I'm just filling you in because it's fun writing it. And uh with a bit of luck, well, you can always post down a few ideas for a few laws if you want at the bottom. And I'll keep you posted on the progress of the book. and I'll see you all soon. Bye now.
