What Tom Nash said in this video:
- Market Breadthpositive for stockslong-termThe host argues the market is in the capitulation/anger stage of a repeating sentiment cycle, and that this fearful phase — not euphoria — is where the money is made.Source
- FTNTbullishlong-termFortinet fell 26% over a trivial guidance difference (5.15 vs 5.17 billion) despite 20% growth, 52% free cash flow growth and 4x cash to debt — the host calls it a 26% discount on a wonderful cybersecurity business.Source
- GOOGLbullishlong-termGoogle fell 10% on a 0.3% revenue miss and capex concerns, but cloud grew 103% with a 560 billion backlog; the host calls the capex the right long-game move and names Google a core 'new Palantir setup' pick.Source
- AI Capexpositive for stockslong-termThe host argues that for hyperscalers the risk of NOT spending on capex far outweighs annoying short-term investors; the market punishing all spending regardless of purpose is irrational given the returns already generated.Source
- NVDAbullishlong-termNVIDIA returned only 4% in a year, lagging the S&P 500, yet revenues are up 106% with a 13.5x forward PE and 65% operating margin — the host calls this AI monopoly one of the best setups he has ever seen.Source
- PLTRbullishlong-termPalantir underperformed the S&P 500 while revenues grew 93% and its forward PE was slashed from 110 to 57, making this software monopoly reasonably priced and a wonderful setup.Source
- AMZNbullishlong-termAmazon grew operating income 43%, is the biggest cloud provider sold out into 2026-2027, trades at 18x forward earnings and 3x sales — the host calls it an elite setup at a punishing discount.Source