Okay folks, so we've got a big week coming up and we need to violently prepare as well as talk about what the top three stocks are. And the only thing that I ask in return for all of us is that you hit that ravishing like button. And also don't forget to subscribe either. Okay, let's start with some violent prep.

So we've got so many big companies reporting earnings this week that your head is going to spin and I'm not liable if it does. Monday you've got Paypal Lemonade, Virgin Galactic 3d Systems aka ticker symbol Ddd. Amc Ugabugamc has had its best attempt yet at regaining momentum and their company has announced expansion into the retail popcorn industry as well as ordered to go freshly popped popcorn industry. We've seen many companies that were badly affected by the pandemic use their brand name and brand reputation to sell their products in the stores or to sell them in delivery form.

Quite frankly, in a lot of cases, it has been an additional revenue stream that has lost it. Aside from that, Amc is going to be reporting really, really strong earnings when looking on a year-over-year basis, and anything that can bring positive attention to the stock is going to put pressure on short sellers regardless of what you think the fundamental value is. or is it Tuesday is going to be the big day though you have Palantir before open Ocugen, which is Ocgn should clarify details on their projections on the rollout of Kovacsen and their Fda approval timetable. Neo has been lagging some in recent delivery reports due to supply chain shortages.

We'll talk a little bit more about that later on in the video, but they're going to be reporting earnings on that day as well. Coinbase Upstart plug after close app start of course has been one of our highest performing High Conviction plays going well above our price target, but it does need to show more proof of concept before we upgrade it on our Zip You Price Target list on that day. Win is also reporting. I haven't talked about this one a lot, but they've been beat down huge on China.

Fear we'll see what their projections are on, whether they'll be able to turn it around in future quarters, but if they are able to, this stock is a very, very good deal. So any hints in regards to that would build some conviction in this as a dip by Play Wednesday. Most notably, you have So Fly Sofi. So while I love So Fine, it's a great company and I think they're going to have a healthy trajectory and they should have a beach.

I'm not extremely excited head over heels because most of the things that I like about it haven't happened yet and they're not going to be reflected. but maybe we'll see some more details in the guidance. You also have Meme Squeezer Prague aka Progenity reporting as well. You have tattoo Chef beyond meat affirmed Gevo and Wish Thursday you have Hud 8 mining blink charging, fun wear which pumped hard on the Dwack, Trump Hype, Wave Kopeng and Lordstown Luminar has also been getting a lot of attention as of late.

They'll have earnings as well, and those are pretty much the main ones I care about. Generally speaking though, when you have a lot of meme style heavy retail stocks reporting earnings, as well as a lot of High Conviction retail stocks reporting earnings, what happens? Well, if you get a few that beat you, start getting a lot of those meme rallies and you start getting a lot of those pre-market runners. And we'll keep you updated in the morning bravings if we see any setups on those, as well as any updates on High Conviction plays. We might have some Price Target updates this week if some of these companies do expand on earnings and let's be real, we may have downgrades if they don't But anyways, make sure if you're a member to check in tomorrow morning 30 minutes prior to market open for our latest briefing.

Okay, let's go ahead and start with Neo. So Neo hasn't been getting a lot of attention lately because of the whole China Flood situation, because of supply chain issues, and because quite frankly, there's been a lot of hot running plays that have overshadowed Neo. But there's a lot coming for Neo in the upcoming four to five weeks. And in the meantime, essentially it's been stagnating in the 30 to 40 dollar region since the growth crash and the latest delivery report showed they are having stubborn supply chain issues.

They said and I quote, the vehicle delivery in October was significantly impacted by reduction in production volume as a result of the restructuring and upgrades of manufacturing lines and the preparation of new products introduction from September 28th to October 15th, as well as certain supply chain volatilities. However, at the same time and it's very important to note this, they said that their new orders reached another all-time high in October. So what is happening in effect? They have record record demand, all-time high demand, but they're struggling at actually serving that demand. But remember, at the end of the day it's bad.

However, if you're going to have a problem, it's better to have too much demand and too little supply than too much supply and too little demand. And Neo and Myview is going to be able to mitigate this. especially the massive bad report that we had last month. For example, they reported that due to restructuring and upgrade scheduling, the Es-8 production resumed towards the end of October, which means you have that whole segment that wasn't showing up in the October data for deliveries and is now going to show up in November and December, and of course towards the beginning of next year.

It's also true that Neoday is going to be here very soon. Once again, we've covered the last two years and it tends to be a very, very big period of hype and Catalyst and analyst coverage. For companies, they reveal new and upcoming models as well as new technology, and this year's is going to be early December 18th. Generally speaking, the Catalyst run-up is a lot more powerful than the Catalyst post Aftermath analysts are going to be speculating on the three new models that Neo is going to be bringing in 2022.

They're going to project exactly how much Neo is going to be able to gain in terms of market share, and they're also going to have an opportunity to emphasize Neo's efforts to grow in Europe. At the end of the day, as long as Neo can't meet demand, it's going to have a looming cloud over it, but eventually it's going to catch up to demand, and that's an inefficiency that one can exploit. So my take is that if you're looking at Neo's earnings be pragmatic. This is a company that right now is in pretty bad waters with this supply issue.

And if it dips on earnings, I say it's a pretty good buy. If it doesn't dip on earnings, I'd say it's a pretty good hold. This is a stock that we've built conviction and since around three dollars a share and it was built very, very slowly, it's not an overnight success type of play. I'm also not one for buying every single Chinese stock.

There's very few Chinese stocks that I have conviction in because I don't love the market over there. I think that it's extremely profitable if you get the right companies, but I don't like the whole Ccp thing. Okay, I like companies that I think have favorable tailwinds going for them, and I like exploiting those and there's about three or four of those and you know which ones they are. Okay, speaking of companies that have a lot of Chinese exposure, let's talk Tesla.

So, Tesla stock, as you know, has broken out recently. well above all-time highs. It's been trading like this for years, though. It gets insane periods of growth and euphoria and everybody's very, very excited about it.

And then it gets extreme periods of dysphoria where everybody's selling it and thinking it's a big scam of a company. When you start seeing articles from the financial media saying that Tesla's never going to come back and don't buy the dip and that Michael Bury is shorting this again. That's when you know it's time to buy the dip because you're about to have a massive, massive rally. Quite simply, even though I am a Tesla fanboy, I have to tell you it's never, ever been a good idea to buy during peak euphoria cycles.

Sure, if you hold long enough, you'll probably end up making money, and I think this is going to be a killer over long enough time horizon, but it gets very far ahead of itself during the T4a cycles. Charlie, if you think this is ahead of itself, why are you talking about it as a top three stock? Well, because it's going to be one of the most relevant stocks. This week, Elon Musk ran a Twitter poll on whether he should sell 10 of his Tesla stock. exciting criticism of unrealized gains being used as a means of tax avoidance.

He said he will abide by the results of the poll, and apparently yes, was the final result. So that means that he's going to be selling. Now, we don't know when he's going to be selling, but how's that going to impact Tesla share price? Well, it's going to be dumping about 20 billion dollars of Tesla stock. Odds are strong.

He uses an investment bank that executes that through a block trade via a dark pull that's kind of like the actual purpose of dark pools, not to screw with certain movie theater stocks. But you get my point. and in isolation, given how healthy Tesla stock price has been trading, it would probably have a minimal effect. However, the Pr of this is much worse than the actual dumping of it.

So why is he doing this well? If I was going to speculate, I'd guess it had nothing to do with the Twitter poll. I think that he knows that Tesla's at all-time highs. It's going to take a long time for Tesla to earn that, although he's probably very confident that they will. and he's thinking to himself, okay, well this is a great opportunity to cash out some shares that I can then use to reinvest in a company like Spacex or another one of his many different companies and projects that he's working on.

There's also some speculation that he may want to sell because of a potential 15 billion tax bill coming soon. And interestingly enough, it's worth noting that Kimball Musk, his brother, sold 100 million in Tesla shares just last week. So I think in totality, he's pulling a clever Pr move to appease a lot of the unrealized gain folks. and he also gets his cash without the same level of blowback.

That said, you're definitely going to need a lot more than Elon Musk's Capital Gains taxes to solve our Federal government deficit problem. I mean, if you look at how much they're spending, it's 10 to 50 billion dollars a day, with November first, for example, of 2021 registering as high as 95 billion in a day, Maybe because of fixed costs and month end accruals? Not even if you forced every single dollar out of his net worth of 318 billion, assuming that was possible without causing a run on those assets. Maybe you get a couple weeks of federal government spending, so it's definitely not super genuine to focus so much attention on just this one man who's trying to use his capital to innovate for society. But that's just my perspective if you're going to be outraged at somebody, you should be outraged at the people that make their money with fraudulent practices and manipulating the market.

But hey, what do I know? And then finally, Amazon backed and currently delivering Ev company Rivian should be ipo'ing On Wednesday, I made a video breakdown on why this company is going to be such a big deal in my opinion. but the tldrs. I love this company. It's great, but the problem is everybody else loves it and it's very very pricey and I'd argue like I usually do, but especially in this case that letting the hype die down and getting a good deal when no one else is paying attention to this is the best way to go here.

I'm simply not a fan of joining the mad rush on ipo stocks, and since they've now upgraded that to 72 to 74 dollars a share, that's even more so true. And we've had a lot of questions on should you buy this pre-ipo on something like Sofi? Well, if you are going to do it, make sure to do it on Sofi so that we can get some bolstering of those next earnings reports. But I'd argue. Still, it's not the best way to go.

If your time horizon is very, very long term, Morivian's probably going to be a safe bet. But but as a short to medium term or as somebody that wants a good deal, I would argue that the worst way to do it is to buy it after ipo right after ipo. And the second worst way to buy it is pre-ipo The best way to buy it is after all of that hype dies off. And the other thing is that buying in pre-ipo involves lock-up periods.

Rivens looks to be about 180 days. A lot of people that buy in pre-ipo get really, really excited when all that hype comes in. They're like, oh, the stock is going up so much I'm so so so green. I'm up 40 50 percent.

but because of lock-up periods, they can't lock in those gains And they're just paper gains. And usually in the 180-day span they end up going back down as it cools off. So Rivien, great company in the long term, you just want to make sure that you're paying great prices for it. This isn't a surefire bet, right? You have to be compensated for risk associated with early stage Ev companies that caps off the video.

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This is something where you're expected to put a ton of work in and effort to get any sort of result. When I buy something, you better bet that I get every single dollar worth out of it and I expect the same from you anyways. have a good one and I'll see you in the next video.