Why These 3 Stocks Beat Nvidia & AMD Right Now
Duration
25:52
Captions
1
Language
EN
Published
Sep 15, 2025
Description
👉Join the Live Training! 🎓Learn How to Invest at the Top of the Market: https://felixfriends.org/training 🚀 Get My All-in-one Superchart: https://felixfriends.org/tradevision 👤 Meet Felix Prehn: I'm your host, Felix Prehn. My journey took me from being a novice investor to an investment banker, a corporate lawyer, and an entrepreneur. Investing was my key to early retirement at 40. My goal? To empower YOU to navigate the financial market with ease and transparency, free from the conventional financial system's noise. Let's embark on this journey to financial freedom together! ⚖️This is from my lovely lawyers: The content in this video is for informational and educational purposes only. It does not constitute and should not be construed as financial or investment advice or an offer to purchase or sell securities. The content is not personalized or tailored to a specific person or group of persons, nor to their personal investment or financial needs. You should consult a financial adviser or other investment professional authorized to provide investment advice. Investing comes with risks, including the risk of loss. Presentations of trades made by Felix Prehn or Goat Academy Ltd or its personnel are not a guarantee that any investment decision made by a student will be successful. Past performance is not a guarantee of future performance. Some of the accounts we highlight from time to time are our top performing accounts and the results shown are not typical. Trades shown may be from simulated trading or live trading accounts. *CFTC RULE 4.41 – HYPOTHETICAL OR SIMULATED PERFORMANCE RESULTS HAVE CERTAIN LIMITATIONS. UNLIKE AN ACTUAL PERFORMANCE RECORD, SIMULATED RESULTS DO NOT REPRESENT ACTUAL TRADING. ALSO, SINCE THE TRADES HAVE NOT BEEN EXECUTED, THE RESULTS MAY HAVE UNDER-OR-OVER COMPENSATED FOR THE IMPACT, IF ANY, OF CERTAIN MARKET FACTORS, SUCH AS LACK OF LIQUIDITY. SIMULATED TRADING PROGRAMS IN GENERAL ARE ALSO SUBJECT TO THE FACT THAT THEY ARE DESIGNED WITH THE BENEFIT OF HINDSIGHT. NO REPRESENTATION IS BEING MADE THAT ANY ACCOUNT WILL OR IS LIKELY TO ACHIEVE PROFIT OR LOSSES SIMILAR TO THOSE SHOWN Timestamps: 00:00 Intro 02:06 Amkor Technology Inc 09:25 Kulicke & Soffa 13:09 Synaptics Inc 24:55 Outro #felixprehn #stockmarket
Captions (1)
miss this opportunity and you'll watch
others get rich while you sit on the
sidelines. That's what Winston just said
to me there. He's a bit harsh, isn't it?
So, what are you going to learn today?
Three companies that make the parts
everybody needs for AI and smart
devices. Why these stocks could double
or triple your money. And these are
companies with real advantages that
competitors can't easily copy. I also
give you the perfect timing. We're
catching this wave early. Now, why the
heck should you listen to me? Well, my
name is Felix Pin. I used to be a
one of those investment bankers, you
know, one of those frightful chaps. Um,
I also founded the Goat Academy, which
is our educational place, and we have
taught so far over 20,000
students. I focus on facts and data. I
focus on the rules that Wall Street
uses, and these three stocks just got
flat by the rules. Now, why are
semiconductors the thing right now? Is
it not a bit late? Shouldn't we just
hold on to Nvidia till death do us part?
Well, you can do, but I think you might
be disappointed because you miss out on
these ones. So, think of it like a gold
rush. What do you need in a gold rush?
Well, yes, gold, but you also need
shovels and picks. You get the idea. And
that's what semiconductors actually are.
So semis, as we're going to call them,
are those picks and shovels. AI is
creating massive, massive demand for
smarter, faster chips. But it isn't just
AI. It is also cars that are now
becoming computers.
And do you remember when your phone just
made phone calls? Well, cars used to
just drive people around. Now they're
becoming computers on wheels. They need
way more chips before. And in addition
to that, we've got the US government
backing the industry like never before.
So all the stars are aligning
for explosive growth. So let me walk you
through stock numero uno which is called
AM AMO. Ticker symbol is AMKR.
And if you're a little familiar with
the Wall Street rules on entry points
and exit points and all that good stuff,
then you look at this chart and you go,
"Okay, I know where Felix is looking at
this." But most people don't. Like, I
used to look at these charts and I used
to go squiggly lines. The price is going
up a little bit after it's gone down a
little bit. That was all I could see.
So, let me do one better for you than
this video. Yes, I'm going to walk you
through the three stocks here and why I
like them right now. But I'm going to
run a live educational session where
I'll teach you all the rules. And those
rules are what changed my life. And I
learned those rules from my Wall Street
mentors. And they basically tell you the
when to buy, the the what to buy, and
then most importantly, the second when.
What's the second when? It's when to
sell. Because when you sell, you make
money. Well, if you sell at the right
point, right? If you don't, you just go
through these up and down cycles, right?
and you just feel miserable because you
don't know which way it's going and you
you're up a lot and you're just asking
some guy on YouTube going, "Should I
hold on to this? Should I sell this?"
Right? And that's most of us. So, I'll
fix that for you. But if you look at the
stock chart according to Wall Street's
own rules, what do you see? Well, we've
got this lovely little
sideways consolidation thing here. Now,
it's broken out below its lows. Its lows
were down here, so it's recovered quite
nicely. It's taken out the yellow line,
50-day moving average. take another
purple line having a 50-day moving
average and that might all go like over
your head and that's completely fine,
right? Um rotation will help you, but
showing up to the live training will
help you like 10 times more. And so at
that point where we are right now, we're
just screaming breakout, breakout,
breakout, right? And that's exactly the
kind of point we want to get into. Now,
no stock will ever make you money unless
you got a good risk management. So
that's the that's the caveat for
everything here. So, don't just run out
and blindly buy something unless you
know where you're going to sell it
because, as I say, you're not going to
make any money. But let me run you
through a little bit about the stock.
What are these guys? Well, what do they
actually do? Okay, imagine a chip is
like a brain. I I really can't draw a
brain. Imagine this was a brain. Okay,
I'm going to write brain above it so
that it is it is more clear. That's what
a chip is. Now, every brain needs some
protective packaging so that it can
actually be used. Um, it is a gift
wrapper. Think of it that way, right? Do
you remember going into department
stores and they used to wrap things
beautifully? Do they still do that? So,
these guys take a raw chip and then they
package them so that they can actually
work in places where they get bounced
around a lot, so to speak. So, we're
thinking phones, we're thinking cars,
we're thinking, "Why is this large cat
on my mouse pad?" Um, any kind of AI
system, chips need to be wrapped. So,
every AI chip needs a special kind of a
packaging. There's just no way around
it. Now, sounds weird, right? I know a
little bit about the industry because I
actually have a company. We supply
chemicals to the semiconductor industry
and um you wouldn't know that they
needed all those chemicals but
apparently they do otherwise they can't
make a thing. So it's an interesting
business. Um now these guys in addition
to that make six billion a year which is
not bad. This isn't some teeny tiny
startup that no one's ever heard of.
They also have, and you might want to
write these down, 1.5 billion in cash.
And that's very important because it
means well, they also have very little
debt. So, it's a very solid business.
They grew at 14% last quarter, which is
pretty decent. So, they're making money.
They're not just hoping for it. This
isn't some company that has put AI in
the title and is hoping for something.
And what's the secret weapon here?
There's a secret that makes these guys
extraordinary. And the secret is not
what you would expect. It is 300
engineers because actually smart
engineers that are specialized in chip
packaging
are rare. So these guys are the biggest
player in car chips and cars need way
more chips now. Think of all those
cameras and all the lighter and all that
madness, right? They're building a new
factory in Arizona.
And guess who's helping? Uncle Sam, he's
paying for some of that. And they've got
long-term partnerships with the biggest
chip companies in the world. So, why
could they why why is the stock on our
our list? Well, let's summarize. The AI
boom means we need more chips. It's as
simple as that in everything. The car
industry is going to recover.
Why? Because interest rates are coming
down. What's the number one thing that
slows car sales down? It's interest
rates. Why? Because if you're American,
you generally don't buy the car. You you
lease it. So the cost of your car is
directly connected to interest rates.
And we have this is this is item number
one. This is two. We have three
government help. The US government
really wants the whole semiconductor
industry back in America. And these guys
do something that's very, very unique.
Advanced packaging. So they can charge
more for it. So, in my view, the stock
is actually cheap compared to how fast
they're growing. And if you zoom out a
little bit, well, you see the stock
hasn't really done anything since 2021,
right? Well, chip demand has gone
through the roof since 2021. So, this
doesn't make a lot of sense. But what we
really, really like is is this. Let me
just run you through the chart here.
Maybe I'll do this in for this one in
more detail, a little bit less deta for
the other ones. So, this was your bottom
right now. Nobody can ever ever guess
the bottom of a market. So, forget about
that. Just just forget about it. Where's
that line from? picky blue eyes, right?
Anybody get that reference? Put it in
the chat down below. And then you see
this yellow line here, let me just
delete the other yellow lines. That one
there, that is the 50-day moving average
line. That is the line of all lines.
That is the line that all other lines
are jealous of. And that's the one you
want to be watching out for because
that's the one line that Wall Street
looks at. And that's generally your sort
of trader entry. So, if you're really an
aggressive trader, you could have bought
somewhere down here.
But most people, and let me know in the
comments which one how you identify. Do
you identify as a trader or as an
investor. If you're an investor, you
generally want to be looking at this
line here. And that is your 150day
moving average line. That's your trader
line. Okay? You might want to write this
down. And we're now above that too,
right? And then as we're above it, you
might be like, "Oh my god, it's too
late. It's too late." No, no, no. Stocks
when they break through these lines,
they tend to consolidate. they tend to
do this sort of heartbeat pattern, you
know, and and and now what we're seeing
is that we're actually breaking out of
that pattern. So, we're above that now.
And that's a very very beautiful thing.
And that is actually in my book the
perfect entry point. Might seem a little
complex. Well, come to the come to the
training and I'll really walk you
through the rules. But yeah, that's why
we like AMKR, a stock that most people
probably haven't heard of. Was that
valuable? That was valuable. Put a put a
V or a valuable in the chat down below.
Now, stock numero du is K L I C. Another
one that probably nobody's heard of. And
again, it's a beautiful chart. Doesn't
look like a beautiful chart to most
people, but it's a beautiful beautiful
piece of chart. So, what are these guys?
And and and who are they? What do they
do? Why should we care? But let me walk
you through this. So, the ticker symbol
here is KLIC.
They are basically
the tool maker. Okay? Remember the
California Gold Rush? The people who got
rich, they sold, what do they sold?
Let's go back to that. They sold picks
and shovels. Artist at work here, right?
And what do they do? They make machines
that
package
chips, other people's chips. So when
chip companies want to sell more chips,
well, they need to buy KLIC machines. So
it's basically like being the only
company that makes the machines
everybody needs. They just beat earnings
expectations. You can see that here on
the Trade Vision chart as well. It'll
always tell you down there, right? 40%
better than expected, which is pretty
pretty decent beat, which is what really
kicked off the recovery here. They have
a 44%
profit margin. So they sell
profit margin. You see bankers we
struggle with spelling. Um if they what
that means is they they sell something
for they sell
$1,000
they keep $440.
That's pretty good. Look at most
businesses. They don't do that. They
have loads of cash to just sitting on
the stuff. Imagine, you know, Scrooge
McDuck jumping into his cash power.
That's basically them. And it means you
have lots of cash and very little debt.
You can survive, right? You can survive.
That's really important. And I know
everyone's excited about these Nvidia
chips. And yes, because they run the
data centers. But what's actually going
to happen is that AI is going to move
into your it's going to move into your
phones and into your car and into your
washing machine and into your fridge and
into everything. So that's kind of the
next cycle. So the cycle is going to
shift from just all centralized data to
at your fingertips processing. Why?
Well, it'll be faster for one. It'll
work possibly when you're offline. And
it'll also be safer as in you don't have
to send all your personal data to some
data center, which doesn't sound like a
great idea. So think about it this way.
When everybody wants to build houses,
what happens? It's a nice little house
there. It's a smiling little house. Who
makes money? Well, lumber companies to
start with, right? Because everybody
needs it. So, these guys are basically
the lumber company of the AI chip world.
We've got strong buy ratings on Wall
Street if you care about those sort of
things. And it's a cyclical business.
So, this thing is down from all-time
highs, which was in 2021, by 47%. So,
does that mean it's going to go up 47%.
No. But if it were to recover, it would
have to go up by like 93%.
Right? So to me, this is one of those
things that could double or triple. I'm
not saying it necessarily will because I
haven't got a crystal ball yet. Winston
keeps eating them. It's what golden
retrievers do. But if you just look at
the pure chart here again, what do you
see? You see that zigzaggy pattern thing
here, right? Draw a nice little line and
we're just sort of about breaking out of
that. It's actually pretty much the
perfect moment in my humble book.
doesn't mean you should run out and buy
it. What's stock number three? Probably
another one you never heard of. This is
useful for you, by the way. Put this in
the chat down below. Um I know people
would love to love me to talk about
stocks they've heard about, but um the
opportunity is often the ones you've
never heard about. And if this were to
recover its all-time highs, it would be
up more than 300%. Now, maybe I got your
attention now, right? So, what do they
do? Synaptics. Ticker symbol S Y NA.
Well, here is what they used to do. They
used to make touchscreens,
right? Now, I say used to do because
these guys have had a bit of a change of
business. They're now becoming an AI
company. I I know it sounds a bit odd,
you know, like everybody wants jumping
on it, but what are they now doing?
They're moving from touchscreens to
brains. Um, they're basically making
mini computers that can think locally,
so no internet needed. And they have a
partnership.
They got married with who? There's a
civil union apparently with Google, a
small company that apparently does some
search stuff. And that's a big
validation, right? That's a big like,
okay, these guys are doing something
that's pretty special. Didn't just
rename their company and put AI in the
to hope to, you know, survive. So, a
little bit like what I talked about just
they have this little AI platform
that can make 8 trillion
calculations per second.
That's just very fast, right? So,
instead of what used to happen before is
that say you have a device, right? Say
you have a phone.
You send data to you know
some sort of weird looking cloud which
looks like it got attacked by an acid
rain. So there's a cloud um not actually
a literal cloud cloud data center,
right? Cloud data center. I'm going to
get some funny comments on this one,
aren't I? Um and it would then think and
then it would send the data back right
now. We don't need this anymore. We just
do it in here. So you can see the
advantage. You don't need to send money
to the data center. Uh you can do
everything locally. It'll probably be
faster. It certainly be safer safer. and
and from a regulatory point of view, at
some point they're going to come down on
these guys for like sending all your
private data up to their servers because
they're doing that. Um, and that's not a
lovely thing, but that's what's
happening. So, these guys have gone from
selling
parts,
you know,
touch screens basically, to selling
a complete
solution. You will see them when I
write, but I swap lat letter letters
sometimes. They probably call me
dyslexic nowadays. In my days, we were
just called a bit thick.
Um anyway, cars are basically becoming
computers, so they need AI for safety,
for self-driving. Smart homes needed.
You know, think about your Alexa, but
actually private. Um and there'll be
one, as I said, in your fridge and in
your bathroom and in your everywhere,
right? So, these guys are positioned to
be in all those markets. And the numbers
are actually looking very, very good.
higher margins
because they're now selling something
really unique and they're becoming a
platform company instead of just a part
supplier that can be replaced. So, Wall
Street's excited about these guys.
We've got price targets up to $95. Now,
remember that Wall Street analysts are
like sheep. They don't like to be like
called too far away from the flock. So,
no one's ever going to come out and say
$150 or something. It just doesn't
really happen. So this transformation
story is though getting some attention
from Wall Street. So why could it be
huge? AI moving from cloud to your
device. It's called edge computing, by
the way. It puts you on the edge. Cars
will have about $1,000 worth of chips in
them by 2029. And half of all the
computers will have some sort of AI
thing built in by next year. So they're
becoming a platform company with
recurring revenue.
So we're loving it. And this chart,
well, this was a falling knife for a
long time, by the way, right? This was a
horrible, horrible stock, right? It just
really collapsed and then look at the
lows. They just went lower and lower
each time, right? But what we're seeing
right now is that we're actually
recovering here now. We've done that
before. It's true. So, be a little bit
careful. We're a little early on this
one. Um, again, I'm telling you to buy
it, obviously, but to me, this looks
pretty sweet. Now, as I say, early
careful position sizing, risk
management, that's where the real money
is made. But the pattern here, look at
that high, this high, these ones, these
ones, these ones. So, you just want to
take those out. So, about $72 or
something like that would be my entry
point. And I'll explain that more about
that if you join the live training,
felixpens.com/training. And I'll give
you really like the rule book on that
one. And maybe you're thinking, but hang
on, I'm just going to hold on to my
Nvidia like why now and all of that.
Okay, first of all, we're bullish on the
whole semiconductor sector, but I just
think that there are some less loved
companies that are under the radar that
eventually give us a big opportunity
because look, Nvidia is a an amazing
business. It's an amazing company, but
it's a $4 trillion company. So, how much
money does it take to make that stock go
up? They could double well $4 trillion.
It's a lot of money. Whereas these
companies are much smaller. And we are
seeing that the whole AI compute is
moving from from the cloud to the device
and it just makes sense. It's just going
to be faster. You're going to be able to
do all this stuff. So it'll be in your
phone, it'll be in your headsets, um
it'll be in your car, it'll be in your
fridge, it'll be everywhere, you know,
everywhere. So we've looked at chip
packaging being a bottleneck. All three
companies benefit from the whole trend.
By the way, cars are becoming computers.
Electric cars need way more chips than
cars, gas cars. Self-driving features
will require f powerful processors. And
all cars will be self-driving with the
exception of a few sports cars, but they
still have that feature built in so you
can turn it on. Um, so modern cars will
have more computing power than literally
a spaceship from 20 years ago.
Seriously. And by 2029, every car will
have about $1,000 worth of chips on
them. and they will not be your great
big Nvidia data center chips. They're
going to be little nimble chips that
will do stuff where they are. On top of
that, you have a government that is
insanely supportive of this whole
sector. So, you have the chips act which
it's going to pour a lot of money into
these sectors. You've got 500
billion in private investment promised
and of course the exact numbers will
only come out when they are actually
spent. But the government is basically
there to help these companies succeed
because they need them to succeed
because they want to move all this
manufacturing back home. So you've got
multiple growth drivers. At the same
time, we're early in what I think is a
multi-year growth cycle. This is like
catching the internet in 1995. Now,
could stuff go wrong? Yeah, people could
like get bored of semiconductors. So
like, ah, we don't want to compute stuff
anymore. Seems a little unlikely, but
possible. we can get a massive economic
recession given that we have massive
fiscal stimulus, massive tech tax cuts,
lower interest rates. Um, that all seems
kind of unlikely, but yeah, maybe the
trade walls disrupt supply chains more
than they already have. That's a
possibility. And maybe people will just
think AI doesn't do anything for a
little while until it does because you
know what happens with adoption cycles?
This is probably the most valuable chart
of this that I've ever seen. So, you
have you have a chart looks like this.
You have time down here and you then you
have
speed
of adoption, right? So this is what
people think, right? This is what people
think expect. It's not reality. What
happens is you get a new technology, you
get AI, and people think, "Oh my god,
it's going to everyone's going to use
this by tomorrow. It's the best thing
ever." And then people realize it's
going to take a lot longer. And then
everyone gets very, very disappointed.
And now what actually happens is that
over time, this is what happens, right?
So we have not seen this bit yet. That's
the bit that's going to come at some
point. And that bit is actually going to
be the bit that makes a lot of people a
lot of money. A lot of people are losing
a lot of money, but if you know what to
do, if you know how to be prepared,
you're going to make a lot of money. So
right now I, you know, we're somewhere
up here. Um, this is now. So little
warning, it's going to happen. But if
you know how to buy the good companies
on the dip and you know how to take
profits near the top, well, you're going
to be very happy. So, summary, AMKR,
yes, there is some competition from
bigger players. It's true. These are
some risk um I see KIC is is smaller and
therefore more vulnerable to downturns,
but they do have cash. And then SNA's
transformation, well, maybe they screw
it up. Maybe the partnership with Google
doesn't help you. You know, there's all
of that. So you want to focus on risk
management with everything because you
are never 100% accurate all the time.
That's not how this works. Uh but all
three companies have strong government
sheets, balance sheets, you got the
government support. So what I would say
to you is do this do this for the next
timeline. I'll give you a little
timeline here. First of all, join me on
the live training felix/training because
education is what you keep forever skill
basically. Everything else is just sort
of a a stock tip. in the next 6 months.
Then we have 12 months and then we have
18 months. See if we can get all of this
on the screen. So, we're expecting
higher profits for these companies.
We're expecting new products from all
these guys, new products, and we're
expecting more government support. Those
are the the catalysts that I that I look
for. Over 12 months, you see greater AI
adoption because hardly anybody's using
it, right? actually right now um car
sales
pick up. That's going to be very good
for these guys. Um and also some some of
the the factories. So some of these guys
are building new plants, right? Those
plants are coming online. And then if we
go out a little bit more, 18 months,
maybe even to 24, we're looking at
higher market share. That's what we're
going to watch out for. Higher profits.
Um tech improving. So just like
basically better tech, right? So that's
sort of the timeline now that I'm
looking at here. So the first
one they can really control. The second
one is a little bit more the market and
the economy. And the third one
is the result of the good decisions they
make over the next year. That's
basically that. Now what should you do
right now?
There is just a couple of key skills
everybody needs to have, right? It's
proper timing. And that doesn't mean
you're going to time the market
perfectly. Nobody does. But most people
get it horribly wrong. There is position
sizing, which is the ultimate.
He's such a cuddly little cat, this guy.
This is Albert, one of our top
researchers here.
So the most important thing and I think
that's probably the number one thing
that I see from the 20,000 students
we've had when to take profits. Probably
the most valuable skill everyone's
always focused on. Let's find the most
the next Tesla. But most people screw up
even a Tesla because they don't know
when to take profits. So I'll teach you
those if you join what
felixfriends.org/training.
There's a link down below. It's in the
description. And I'm excited to see you
there. If you got some value out of
this, share it with somebody. You know,
maybe even your cat. And um this is
Albert who's our cat daddy. He's got
five little babies which were entirely
unplanned. We went away for 3 days and
suddenly we're like pregnant. Uh oh.
They were meant to get desexed literally
3 days later. You timed that rather
well, didn't you, Albert? Very well
timed. So I thank you for watching,
making it to the end of this video, and
congratulate yourself. I hope you
learned a lot and I hope to see you on
the live training. Take care.
Are you worried you're going to get
caught out by the market crash that'll
inevitably come because the market moves
in patterns? Well, that's what uh Huge
has told me to watch out for. In all
seriousness, there is actually a
structure to predict the market patterns
that happens with 90% accuracy. And I
want to walk you through that so you are
better prepared because guess what?
Nobody expects a crash when the markets
are doing fantastically well as they
have