folks the famed Tom Lee aund Strat is out with his latest predictions warnings and one stock that He suggests you must buy now for those of you who are wondering what's going on with this current market panic and want to figure out how to make the most of it well this video is for you in today's video we're going to break it all down and as always if you're the one taking the ultimate risk you got to be the one doing the ultimate Frisk always do your own due diligence and all ideas presented also quick
plug if you're wondering what broker is the most powerful to trade stocks and options on I'll put a link to Mumu down below they have an excellent platform and they're offering up to 30 free stocks for our viewers pretty good deal just to try them out and deposit a little bit of Moola and also quick reminder to celebrate our massive paler winning calls that went up about 1,219 alert price to highs well we do have a paler 75 coupon code which will get you 75% off our program paler and some other plays are selling off
right now and we are preparing very aggressively for what we believe could be a big total rinse and repeat on this stock and many others you're going to see a lot of really nice alert sent out over the coming weeks and you're not going to want to miss out so I'll put the link to that down below if you want to take advantage so let's go ahead and start with Market data fun Strat went and tweeted this out this is a chart of the different so-called market crash catalysts that ended up just ultimately getting bought
up you had the Deep seek scare which panicked investors and then boom recovered then the Tariff scare which panicked investors and then recovered and then the hot CPI scare that panicked investors and then boom recovered now they are suggesting that all of this is just going to happen again this time around we're getting a little bit of all of those and the Tariff threats are back but overall fun Strat believes and Tom Lee believes that this is going to be a dip that gets bought up and we go to a new all-time high you can
let us know your thoughts down below if you agree with them or you don't but this is what they're saying let me show you more evidence for this you look at mtom which is the I shares USA momentum Factor ETF it's down about 5% right now and keep in mind in the last 7 months we've had six pullbacks that were 5% or more and those ultimately C minated in another big boomy MC boomy right after right and of course when momentum is in a pullback that means you're going to be finding better deals especially on
growth stocks High business growth High stock appreciation growth stocks tend to have the best deals during these momentum push backs remember growth stocks stocks with high momentum in the business and chart move much faster than the rest of the market they do way better than average when overall momentum is strong and way worse than average when overall momentum weakens and is saying that's something that we're seeing right now as stocks at at all-time highs we're seeing a lot of big growth names pull back a lot just because that's how they move just because they're very
momentum dependent right they do very well when people are go on risk on and whenever momentum dies off people start panicking right now we are in a period of net bearish sentiment the American Association of individual investors were asked what direction they feel the stock market will be in in the next 6 months and the final result was that we're seeing a net bearish sentiment 11.3 now if you look back at history though there's only been 11 times since 1987 where investors were this bearish within 1% of 52e highs and if you look at the
average forward returns for the S&P 500 when this happens well the average return over the next 12 months is 99.7% the median is 11.3% and the win ratio is 82% so what exactly does this tell us well it tells us that the fact that we have these sell-offs that we have these skeptical walls of worry and fear that we have these cool down periods well that tells us that hey this overall uptrend is actually pretty healthy it's the unchecked uptrends the ones that don't breathe the ones that don't have any worry or questioning that tend
to be the ones that get ripped from the market fastest the minute that everybody is net bullish and no one is questioning is the minute that we are heading for overheating and heading for a crash right and this is the case that Tom Le is laying out here for why he and his firm don't believe we've hit a top yet he also thinks that because of all this tariff talk the softening of consumer sentiment well he thinks all of that is going to lead to a higher probability of more rate Cuts this year than markets
have priced in and if you look at the FED Futures that is being backed up a bit by overall markets as well so overall Tom Le's message is remain bullish and buy the dip quote more broadly speaking we do not think a major top is in place we discussed three reasons last week for our view but the first one below is the most important First Investors are bearish while S&P 500 is at all-time high second there are $7 trillion of cash on the side headlines third this is a further sign that the bull market of
2023 to 2024 continues okay now we need to move on to Tom Lee's latest picks so he just added four new ones to his super smid Granny's list now if you don't remember smid Granny's are long-term opportunities in the small and midcap universe positioned to benefit from at least two strategically or tactically important macroeconomic or secular Tailwinds and just for context here I mean the reason you should care about these is because historically they perform as ID Granny's outperformed the S&P 500 by a lot and the Russell 2500 by a lot as well so make
sure to pay attention to these we've covered so many of these since he started this list and quite frankly so many of them have done very very well so what are his latest picks well hims is carried over and then you have app and Spotify interactive brokers and carvana him has been a very very big play of ours as well and has performed astronomically crazy over the last couple of months and then all of a sudden the last maybe 48 hours you're seeing a major selloff now obviously we've been warning that hey yeah this is
what happens after you get unrelenting bull cycles and again I said that this was a70 to $80 stock and obviously lots and lots of people took tons of profits at the top but you also have to understand that now that we're down you're starting to get into another opportunity where you can start snapping up some dip buys you just got to dip buy and then be patient so why is it going down right now well for a while him had been making some serious cash by offering compounded versions of glp1 weight loss drugs like OIC
and we GOI why well because there is a supply shortage in the FDA was cool with Compounders stepping in to fill the Gap but now the shortage is apparently over and the FDA just came out and said all right play time's over no more compounded versions which obviously wasn't such good news for him that means that him is going to be losing one of its big Revenue drivers and Traders are panicking but let's be real when Wall Street hears Revenue risk they hit the sell button first and ask questions later and also a lot of
Traders were in HMS purely for the hype and when a stock runs up some 300% in a few months obviously you're going to attract bomo Traders and momentum alos that are going to be the first to sell out but here's the thing hims also reported earnings in the after hours today and hims is absolutely killing it we have declared over and over again that this is a70 to 80 stock and that member growth and monetization of the members have supported that conclusion and today hims reported an earnings report that completely backs that up but at
the same time people that are in this are like well wait a second this ran up so fast that where is the upside after $70 to $80 there's just not as much upside anymore and then you have this negative short-term headwind with the whole weight loss drug thing so people like okay I'm going to lock in some profits and I'm going to play the next run in the view of Tom Lee HS is still a long-term growth story it's one of Tom Le's smid Granny's and it has big secular Tailwind strong customer acquisition and a
solid Racine Revenue model so in the short-term look you're going to see a chop Fest it's selling off there's opportunity in the sell off and quite frankly I mean if hims continues to outperform and execute we going to see the prices go much much higher than $7 to $80 dip by opportunity I agree with Mr Tom Lee okay let's talk app 11 so why App 11 App 11 runs one of the most advanced Aid driven ad platforms and digital ad spending is only going up companies are pouring billions into automated AI driven ad placement and
app Len is at the center of the shift the mobile gaming sector is a cash printing machine and apple oven's tools help developers maximize ad Revenue Apple oven has a huge competitive moot in mobile game ad monetization and it is a high margin business model with massive Revenue Potential from EXP in ad budgets okay let's talk about Spotify why Spotify let's face it no one is listening to FM radio anymore everything is on demand streaming Spotify is the dominant player in this space and the shift towards subscription based content is a major long-term driver Spotify
isn't just music anymore it's investing heavily an exclusive podcast AI generated playlist and Audi books making it a One-Stop shop for all things audio this differentiation is key to subscriber stickiness this is a racr revenue model and it's highly scalable and it has expanding profit margins the next one is interactive brokers more people than ever are trading stocks using options and getting into Futures in Forex and interactive brokers caters to Serious traders who want low fees and advanced tools as more International investors enter the market there's increasing demand for sophisticated platforms like ibkr and this
might be a granny shot pick for the simple reason that this is a platform for high net worth investors and active Traders it has expanding margins as users flock to low fee high-tech Brokers and then he has carvana here the e-commerce disruptor for cars so more consumers are buying used cars online and carvana has a first mover advantage in digital Auto Sales the used car market has been a mess for the last few years but Supply chains are normalizing and AI driven pricing tools are helping carvana maximize profit per sale consumers like myself prefer convenience
and carvana's seamless online model makes car buying a lot easier I've actually used them myself to buy something a few years back and they were pretty easy I don't think they give you the best deal in the world to be honest with you but but hey you know what that's more profit for the company right right AI pricing Tech gives it a Competitive Edge over Legacy dealership so anyways folks Tomley isn't just picking these stocks because they look cool no they fit his granny shot strategy because they're riding two or more powerful Trends but now
it's time to move over to our main entree One stock that Tom Lee has been highlighting again and again and that's paler paler is our beautiful play that went up about 18x from our video begging folks to buy in at the $7 region but it's now been falling the stock has gone from1 125 down to the low 9 if you've been with us the last few years through Bull and Bear cycle you know this stock goes up a lot but also falls a lot because that's just how this business is and I'm a big believer
in the idea that when you're in an unrelenting unbreathing Restless momentum cycle well eventually your stock will find a reason to sell off and we said this right before paler did this selloff right but a big alleged reason for this selloff is the Pentagon is trying to cut 8% of their budget alongside many other government agencies that are trying to cut out the fat and since pal business is around 50% government well that means that on first glance people will think hey that means that paler is on The Chopping Block the Trump Administration and the
Doge agency want to make government more efficient and more productive and people think that paler is going to be cut but you got to remember that cutting the most effective productivity provider in Government doesn't make sense and that's why Tom Lee is actually suggesting that that hey if you're a government contractor or it consultant that overcharges the government well you're about to be screwed but if you're someone that provides for productivity specifically paler well this is actually a big positive for you the CEO of paler himself has said that doge is very very good for
them and the irony is that a lot of the folks who were accusing paler of being a heartless profiteer from Trump's policies are now saying they are going to be hurt by Trump's policies it's all just noise folks doesn't make any sense the fact the fact of the matter is folks bigger picture of the 21st century Battlefield is increasingly Ai and if you remove paler you're losing the battle full stop so anyways eventually pal will have bigger sell-offs because that's how growth stocks trade but bigger picture this stock is a winner and I would use
the sell-offs as an opportunity to dip byy and that is what Tom Lee is suggesting very heavily anyways that caps off today's video make sure to take advantage of our paler 75 coupon code before it expires and we'll see you in the next video
