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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!
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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
00:39 NVIDIA's Potential to Double Its Share Price by 2025
01:19 Nebius Group and WeRide
03:26 NVIDIA's Strategic Portfolio Realignment
03:40 Key Investments: Nebius Group NV and WeRide
04:11 NVIDIA's Portfolio Breakdown – ARM, Applied Digital, and Recursion Pharma
04:46 NVIDIA's Focus on AI Infrastructure and Autonomous Systems
05:17 Grace Hopper Superchips and AI Workloads
05:41 WeRide's Role in Autonomous Driving and Data Collection
06:45 Nebius's Role in GPU Clusters and AI Cloud Platforms
07:27 Developer Magnet Effect
08:00 Nebius's $1 Billion Investment Plan by 2025
08:28 Potential Valuation Growth for Nebius
09:02 WeRide and Neuro – Data Collection for Urban and Suburban Driving
09:46 Competing with Tesla – Licensing Self-Driving Platforms to Other Automakers
10:31 Transitioning from Hardware to Software – Recurring Revenue and Higher Margins
11:08 Long-Term Vision – Scaling Software Revenue as GPU Sales Plateau
11:24 Nebius Stock Analysis
13:00 NVIDIA's Stock Analysis
14:08 NVIDIA's AI Flywheel
15:00 Outro
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