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How to Protect your Wealth by Investing in AI Tech Stocks

The Parasite (Israel) Retains Full Control Over the Host (USA)

InvestorEducation / Learning to Invest Jul 02, 2025 - 10:12 AM GMT

By: Nadeem_Walayat

InvestorEducation

Dear Reader

The AI fruit machines have been going kaching, kaching, kaching, Nvidia $160, AMD $148, MGNI $21, RBLX $108, how high will the S&P blow? My base case 6350 by end August, though it's destined to be a jagged edge ride due to Trump uncertainty syndrome, who despite all of his election promises is playing the same old game of dollar destroying MONEY PRINTING with his $4 trillion Big Booty Bill which is already further inflating the bubbles as the markets are DISCOUNTING future INFLATION. And then we have Dementia, we don't know what he is next going to say that moves the market up or down, hence this IS the getting lucky rally! I mean some folk were commenting that they were in total despair when AMD was trading at $100 barely a few weeks ago, now it's retreating from $148! Such fragile investing minds now need to guard against becoming infected by FOMO by FAILING to press the SELL Button and I can see that many in the comments are asking what's cheap to buy! BUY? Only the idiots are buying right now, destined to lose most of what they invest!


The greatest lesson folk should learn from me is that You SELL when prices are going UP and BUY when prices are going down. If you stick to this rule then you will do the opposite of the herd i.e. the herd Buys FOMO and Sells PANIC.

Remember everything you are exposed to is trying to manipulate you including the market that WANTS YOU TO BUY when prices are going UP and SELL when prices are going DOWN! Because you are the markets excess liquidity that they trade into and that is what the likes of CNBC cartoon network and the TA industry condition you to do! i.e. Clown Cramer iterating for weeks that META was finished at $100 that acted to suppress demand when the price was cheap whilst the Wall Street vampires accumulated only now encouraging folk to FOMO buy after prices have 10xd! BUying today is NOT buying when Cheap! Buying AMD at $144 is not cheap! $94 is cheap!

So here we stand with the S&P nothing burger trading at a NEW all time high, though I don't even look at it on a regular basis, if asked I would not know where the S&P is trading at but I can tell you the current price of every AI tech stock without looking!

My plan has remained constant as of my Mid March article (Stocks Bull Market End Game Bear Start Strategy) to take the opportunities to trim at a profit as they come along towards reaching a target of 40% cash during the remainder of this bull market. Of course things never go exactly as planned and so what we got wasn't an orderly rally to 6350, instead what we got was the TRUMP TARIFFS CRASH to 4800 followed by as nearly a swift recovery on the drums of war and BBB. Wars tend to be good for stocks, don't believe me? Israel's TA35 is up 23% YTD, and you would have thought Iran being pummeled by first the Fourth Reich and then the US Empire it would have crashed and burned along with its military sites, nope the Tehran stock exchange is up 10% YTD. Of course it's due to the crackup boom INFLATION! Where the worse things get the higher stocks fly due to government rampant money printing, so the US and Iran have a lot more in common than most think they do! Americans too are seeing their currency burn as stocks fly high as the entity remains determined to drag the US into another Trillion dollar war.

Trump Crash - What did I do? I bought the dip, bought falling prices, bought the deviations from the highs, went from about 24% cash down to 16%, none of which was part of the plan to trim into new highs which has remained my base case and most of the buying was via limit orders placed well before the crash and what have I done since? trimmed into the rally at a profit as opportunities present themselves, some stocks rocketed higher prompting heavy trimming such as AVGO and COIN others have taken a dump such as FSLR prompting buying, which illustrates two points -

a, that the S&P really is a nothing burger, still that is what most folk cling onto like a comfort blanket that folk need to shed so as to mature as investors. Whilst the rips higher in stocks has lifted cash to 36% well on my way towards target despite Trump chaos.

b. That the name of the game is not to be right, yes being right feels good, i.e. when the market does what one was expecting it to do but that is not the primary objective which is to MAKE MONEY! And you can only make money if you HAVE MONEY! Cash on accounts to capitalise on price action. As I often state the only prices that matter are that where one buys and that where one sells, so the market dropped and I bought the likes of AMD at $88 and AVGO at $138, next we get the rally, AMD now trading at $144 and AVGO at $266, what's the spread between where one bought and where one is selling? And it's as simple as that! Yes it's the AVERAGE that folk obsess over, it's the difference between where one buys and where one sells and if folk focus on that then the portfolio will move in the right direction. This also means one does not panic when the market drops instead one see's an opportunity to accumulate and as the past few months have shown it WORKS! Turned an UNEXPECTED CRASH into a profitable event all without the benefit of hindsight. Throw in a little bit of foresight and one gets an extra edge i.e. that the base case is we should see a new all time high this year despite the S&P crashing to 4800 and here we are trading at a new all time high without the benefit of hindsight but a base case expectation.

So learn to do the opposite of what Wall street wants you to do! Buy into FALLING Prices and SELL into Rising prices which is contrary to what the financial media seeks to program you to do as it plays on greed and fear and thus you will be beating the wall street machine that seeks to concentrate wealth into the hands of the elite.

MAGA got scammed, Trump the felon ran on an anti-war campaign but within months of getting erected got WAR FOMO. The parasitic organism Israel has full control over its host (USA), this is what happens when a foreign nation owns most of your politicians and is deeply embedded in your institutions such as the CIA (Central Israel Agency).

Folks voted for this -

Instead got this -

Only days earlier everyone's focus was on the bunker busters being dropped by Musk on Trump, not anymore!

And Trumps retaliation

Trump's attack on Iran on instructions form the Fourth Reich Illustrates who really controls America, the Deep State and who owns the deep state? Wall Street!

Whilst most americans don't want war with Iran, just as Iran definitely does not want war with the US, appendages of the Parasite will have been out celebrating the strikes on Iran, traitors waving the Fourth Reich's flag instead of the American flag on the streets of New York whilst most Americans look on in disgust the degree to which the US is being controlled by the parasite.

It's just another wake up call for MAGA that you got played like fools by the world's greatest con man, I mean did not the 34 felony convictions ring any alarm bells?

The Parasite remains determined to drag the US into another middle east war to sacrifice blood and treasure in it's service just as in Iraq.

A week ago the Parasites Fuhrer launched an illegal surprise attack on Iran, 200 war planes, thousands of missiles and bombs to illicit an Iranian response that they can hide behind as propaganda cover to suck the US into a War with Iran.

The parasite has near full control over the host organism which all US politicians understand.

Waiting for President Felony to state "This war never would've happened if I were President"

The bottom line is this, Israel holds the US by the balls, and it's not just Wall street, AIPAC or the zion wood propaganda machine, its the 300 radioactive pointy stick reasons why US Presidents tend to bend the knee when called upon to do so.

I am sure everyone agrees that Iran should NOT have nukes. But then there is deafening silence to the 300 armageddon King David nukes pointing in every direction!

PEACE? There isn't going to be any peace instead if ever the US failed to comply with instructions from the Fourth Reich then they would instigate armageddon, the so called "Samson Option"

At least the US can't send any troops to die for the parasite right now because they are too busy invading California. In fact the chances of the US using ground troops against Iran are pretty much zero. The only way I can see to a ground invasion of Iran is if the Central Israel Agency creates another 9-11 and blames it on the Iranians, just as the Iraq war went down... As I have covered in previous articles, the US would LOSE a ground war against iran, so it would take the Fourth Reich to engineer a series of events in order to walk the US into a ground invasion of Iran, which if it happened would be your cue to sell most of what you own because it would mark the end of the US Empire, much as Afghanistan played a pivotal role in killing the Soviet Union.

Meanwhile there are calls for regime change, though the Central Israel Agency already did regime change in Iran, replaced a democracy with a dictatorship, the original ORANGE KING!

Trim the rally, TRIM it hard because the twin agents of chaos - Trump and the Fourth Reich are literally harbingers of the bond, dollar and stock market apocalypse! Folk will say stocks are near all time highs so why the messages of doom? Because you can't act with the benefit of hindsight AFTER the FACT! The dollar is DYING! The bond market is teetering, and what's the point of S&P 6350 if the dollar loses another 20% of it's value! A fake al time high as all foreign investors will well understand.

Trump has already done severe damage to US interests, a war with Iran is like the straw that breaks the camels back, already the US bond market is teetering on the brink, in search of a trigger for a series of panic events that not even QE would be able to rescue from, that's what happens when emergency measures such as QE stop working, triggering panic selling out of the US dollar, its not a time line, it's a sequence of events.

The US under control of the parasite wants regime change in Iran (again), is it going to be like regime change in Afghanistan where after a 20 year war and a few trillion dollars spent the US replaced the Taliban with ...... the Taliban.

Iranian retaliation ?

The problem is the Iranians no longer have a deterrence against Israeli attacks and thus the response is likely to weak.

  • Attack shipping in the gulf, force oil prices higher but which would cripple Iran's already weak economy.
  • Targeted assassinations, destabilise the region so it becomes like assassins creed, but Iran has already suffered greatly at the hands of the Parasite and US..
  • Terrorist attacks on US interests in the region that will prompt the US to escalate to great glee from the parasite.

So Iran does not have any good options, alls it can do is what it did which is a token face saving response as propaganda for the Iranian people.

Apparently there is a cease fire where Israel's starts 12 hours after Iran's, WTF kind of cease fire is that?

So Israel unloads bombs whilst Iran can't fire back.

Trump as usual responds in a Presidential manner "They don't know what the ***** they are doing"

It's all play acting, the parasite retains firm control of the host despite occasional spasms of attempts at independence. What America needs is an Independant Native American President to purge the nation just as the colonialists did 250 years ago (never going to happen).

I dunno, America is well and truly cuk'd. The slaves are force fed slogans of freedom then wave the flags like lemmings, whilst brave souls who speak out are quickly shut down, here a Mossad agent explains how the game has been played for decades.

https://youtube.com/shorts/40NdaFziqU8?si=34frULcgZmEmVQdt

Folk need some special glasses to help see through decades of conditioning.

https://www.youtube.com/watch?v=g4XiKChyK7A

This is one movie that Zionwood will never remake, it hits too close to home.

Apparently New York has a mayoral campaign underway where all candidates bar one pledged allegiance not to the people of New York but to Israel which illustrates the depth of the parasites mind control.

https://youtube.com/shorts/LRV_4Fc1GlE?si=rz-xS2wsoGz0MV72

Ethnic cleansing, colonialism, genocide, fascism, false flags and rebellion in a galaxy far far away, what would you sacrifice to stop tyranny, to fight evil?

Go watch the series that rhymes with the world at large today.. Maybe someday 4h of July will be America;'s Independence day again.

Your analyst

Luthen Raith

Stock Market Blow off Top vs Trump Uncertainty Syndrome

CONTENTS
Birth of the AI God
Economic War
Dieser ist der Führer
CPLIE and US Interest Rates
US DOLLAR
When's the Next PANIC Event?
US Bond Market Crisis
Bond Market Panic Event
CI18 Crash Indicator
S&P Fake Rally to New All time Highs
Signs of a Stock Market Blow off Top
Current State of the Getting Lucky Rally
Where to Start Investing?Trimming the Bull Market
Buy the Dips Trim the Rips Strategy
REINFORCEMENT LEARNING
How to Read Momentum
AI Stocks Portfolio Current State
Quantum Computing Bubble Mania
Investing in Demographics - Brief
Safe UK Dividend Range Trading Stocks - Brief
European Defence Stocks in Brief
Bitcoin ETFs Cripple Bitcoin
Gold and Silver Brief
How Gain Your Freedom!

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Nadeem Walayat has over 35 years experience of trading derivatives, portfolio management and analysing the financial markets, including one of few who both anticipated and Beat the 1987 Crash. Nadeem's forward looking analysis focuses on UK inflation, economy, interest rates and housing market. He is the author of five ebook's in the The Inflation Mega-Trend and Stocks Stealth Bull Market series that can be downloaded for Free.

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