Transcript was automatically generated.

0:00:01 – Frank Curzio

How’s it going out there? It’s November 12th and I’m Frank Curzio, host of the Wall Street Unplugged, the podcast where I break down headlines and say what’s really moving these markets. Just got back from our first ever Curzio One Wealth Forum at Pier 66, the hotel in Fort Lauderdale. What an amazing venue. Team did an incredible job. I couldn’t believe it was the first conference. I guess I was expecting things to go wrong and everything went really, really, really well. I had 120 people there, everyone engaged. It was about networking. We didn’t have people going up there. 12 CEOs, industry leaders, all these companies that everyone invested in with the Curzio One, even the private companies. I made it clear to everyone there I wanted this to be engaging. I wanted this to be really about networking and I talked to the CEOs as well. I said listen, these are your investors, get out there, you know, speak to them, talk to them, believe me, it matters.

And we had lunch or breakfast the next day after the Monday conference, Tuesday morning, and a lot of the CEOs showed up to the breakfast, which we were doing. We tried to do a live in front of a studio audience podcast and we had everyone ask questions, but we had a little trouble with the microphone. So you had the whole podcast but you can’t hear the questions and we might redo that and I might just hear the questions and we might redo that and I might just ask, you know, repeat the questions. Uh, but it was great. I’ll go over some of the topics and everything. And as everyone was asking questions, it was funny. They were asking me about smr technology and and nuclear, and I pointed to someone in the audience who actually helps build data centers, works for a company that builds data centers, and I said hey, and I pointed, said why don’t you answer that question? And he answered the question for a minute. It was funny to be that everyone was engaged and to realize how important the network is and the information I’m getting.

People are like is AI in a bubble? And we’ve been saying it hasn’t been in a bubble for a long time. And yesterday I looked at, you know, at CNBC, which may have been the first day that the market’s up that I haven’t, you know, been in the office. I’ve been traveling. Usually I leave Daniel Creech hanging all the time, but it was remarkable because they said, oh, the AI bubble, it’s not really an AI bubble, or maybe it never was. And it was so funny because, if you look back at the headlines for the past 18 months, they’ve been saying it’s a bubble, it’s a bubble. And I said, look we a bubble, it’s a bubble. And I said, look, we have great contacts that help build these data centers. And you know, a couple of guys are at the conference and those are the guys that are telling me spending’s continued.

I said how many people own celestica, which we recommended at 40? We’re up 600 percent on. And a lot of people raised their hands. You know maybe 25, 30 of the audience. And I said well, that’s because of the information I’m getting from people within the industry where they make the switches. And so what you do if you’re building something, if you’re building a house and you have no plumbing, you have no house right. So if you’re in demand for these pipes or PVC pipes, the people who are making them could demand massive, massive increases in price because you can’t finish the house. Think about that.

With data centers, it’s not just rack systems, it’s not just power, which we talk about. You need switches, you need all this stuff. And there was massive demand and a huge shortage. And this company said look, it’s Celestica. We have $400 billion of spending from these data center companies, from these hyperscalers. Let’s create the best product out there. Now we have pricing power and now we can scale the crap out of it. And this company now, which I love, that we recommended at whatever 40, and it’s not tremendously. Again, I’m not patting myself on the back when we talk about our losers, I’m just happy. People made a fortune off of it and showing the power of the network. But we have companies in the last two weeks they had sell-side firms upgrading that company to buy. When we’re in at 40, we’re up 600%. They’re actually buying it now and saying you should buy the company now because their growth is accelerating. I explained to them right now, with that stock, well over $300 a share, it’s cheaper now than it was when we first recommended it, but we knew the growth trend. He said how can it be cheaper? It’s $300. And it’s because the fundamentals I mean they’re growing into that valuation where they’re doing billions and billions of sales now and you’re seeing massive demand. So that’s just one of the industries and you’re seeing massive demand. So that’s just one of the industries.

When you have this podcast going out to 120 countries plus and you have all these people emailing in. Some people flew in from Ireland. The person was wife was fantastic. We had, you know, people flying in from Canada. It was just. It was remarkable just to see everyone being able to communicate with each other. Everyone you know. I explained to them right off the bat. I did a segment. I had my mom there when I took the stage. A lot of you know this because I talked about my Dad was really one of the greatest analysts. I’m not just saying that because he was my dad. His performance when I checked it for 20, 25 years and he passed away 25 years now I only found Peter Lynch and his performance was a little bit better. When you’re looking at that compounded rate, it was unbelievable and he was so good.

Nbc Dateline, which you look at NBC Dateline now it was the biggest show in the world back then and you look at it now. It’s all about you know this, you know killing and deaths and solving murder mysteries and stuff. But back then they had all these subjects on there but they wanted my dad to go into this special contest and I found videos VHF videos and I was able to digitalize them and showing how they wanted him to go into a special contest against seven graders and a monkey. And the monkey actually pulled out five stocks from a Rolodex. And so happened that you know I played that and everyone was laughing. I was like this is great. You know, this is exactly what I want to be. And you know I was like that’s my dad up there, my dad’s better than your dad and stuff.

And then I played the next segment where it said oh, it was good. And then after three months Casey was winning, which is the name of the chimp. And then he was. You know my friends are like oh, is that your dad? I’m like no, but my dad, being a value investor, said, you know, he wasn’t worried at all, he thought it was great, got tons of publicity, and after two years he started crushing him and then three years in full, he destroyed him. But it was entertaining as hell because the monkey actually picked Kroger, which makes bananas, and he picked another stock that got taken over. So you know, they had, I think, 14 segments, 12 to 14 segments on this over two, two and a half year period, and they didn’t want to do it at the end because my father was killing him. My father was like no, this is the point of this and you know, learning value, being a value investor for my dad back then was an amazing education.

And then when I went to Jim Cramer, it was a networking right. My dad Jim Cramer knew my dad and he was very respectful of my dad. And you know, once I said, hey, you know Frank Kersey, he’s like no, no, no, definitely become a research analyst on my staff. And I said how many people like Jim Cramer? Maybe half the people raised their hands and I said that’s okay. That’s okay Because the point was when I went to Jim Cramer from 2007 to 2010, he is a pure growth analyst.

And now I understood the value of recommending companies with P’s that were trading at astronomical valuations compared to the S&P 500. And I got lucky. Since 2010 till today, every single year, every single year since then, growth has at one value. Imagine if I didn’t have that education. And I talked about the value of that with somebody that I work with where you know they were going through a whole restructuring in 2010 and I was let go from the streetcom. And then I knew, you know, good friend of Streetcom, Newport Stansbury said look, this guy’s an amazing analyst, he’s great. Then Porter hired me and he taught me how to actually run a business and marketing and stuff like that.

And just showing this trail and then going to the conferences at Stansberry led me to Rick Rule. And then Rick Rule led me to Frank Holmes who spoke at my event, you know, going to, you know, marin Katusa. And then you had Amir Adnani, who actually called in from Zurich and he’s going to be at a Goldman conference and he said I’m calling, no matter what, I’m definitely going to be there. And just went through the whole point of the networking, where it doesn’t mean you have to be best friends with someone, but everyone’s smart in their own way and having access to this network, or being able to call someone and say hey, what do you think? I don’t call these people every day, but when I have something within data centers, when I have something in the consumer space, when I have something within the oil space and I know people who have been in the oil industry forever I could confirm what I’m hearing with them and then that leads to a lot of great picks and that’s what I wanted this conference to be about where people are talking to each other, they’re learning from each other.

You put your ego aside and I have to say there’s probably over a billion and a half dollars in that room, which is incredible to me, and the deals that were getting done during that conference were amazing. I’ve got a lot of deals done for my company. People signed up for marketing deals. I mean they were asking questions about my company and after the breakfast we just signed a major deal that’s going to account probably for half of our revenue Half of our revenue for last year that’s how big the deal was and we work with, I think, four companies now, or five companies, and all of them. Those stocks are up incredibly, and we’re still part of those companies, right? So so you know, it’s not just oh well, we’re buying traffic and you know which, which is the typical marketing consulting deal. No, we’re involved, we’re doing videos with you, we’re putting our behind you.

It’s why I turn away so much business, because a lot of these companies are full of shit. A lot of the industry is full of shit. But we’re talking about if you’re not full of shit and you’re working with good people and good companies and you’re helping the market, because not everybody knows how to market. It’s difficult to market and getting that message out like, hey, this is what’s going on. I tell all the CEOs who we work with and we disclose, like these companies are paying us, that’s fine. But I tell them I said, look, I can market you and that’s going to be great and you’re going to get a lot of interest, but you have to execute. If you don’t execute, we’re out. You know, and that’s a big part of it and I think they appreciate that because it allows us.

For me, I know when companies are just coming to us and they’re going to be asking us and say, well, Frank, we want to use you, we’re going to give you half a million dollars, and that’s how these contracts are really big. Just to put it in perspective, we generated what a year ago? $1.2 million in sales. Companies assigned $500,000 deals with us. So we transition our business, Curzio Research, into a secular, declining industry, which is publishing, and you can make money off of publishing, but it’s in a secular decline big time. It lasts since 2021. And now we’re going into this other industry where we’re providing a service that we feel no one else can provide with the podcast and getting exposure to these companies and not taking a check from anyone that wants their stock up, because at the end of the day, they forget that I’m an analyst for 30 years.

I know if you’re full of shit. I know if your company’s garbage. I know if you’re looking to get your stock up because you want to exercise warrants or you have options or you’re trying to do a secondary right in our face, because that’s happened to me before. You know, 10, 15 years ago. That happened to me when company did that. I was GoVX. That’s why I’m all over GoVX, because I know the pieces of shit and I know the whole business plan. I know how they are, I know that they operate and it’s going to go to zero eventually.

And I was right. I mean, the stock is shit. Right, they got a bad management team and that management team includes someone who’s one of the biggest names in the world in the mining sector and you know, a couple people talked to me about that and I said, look, I’m telling it how it is and those guys are pieces of shit. It’s nice when you’re the boss and you don’t have to worry about like you. You know Kramer can’t do that. He can’t do that and I know for a fact he can’t do that because he had to keep his mouth shut when he went on. You know, during the credit crisis, when he went on you know John Stewart and the company you remember that he got wrecked and they said you can’t say anything because you know someone on top of him said, listen, just take it, or whatever greatest thing for Jim, because everyone that hated him and, you know, just wrecked him and even the people that hated Kramer were like, hey, it’s not his fault that everything crashed. And during a credit crisis and it almost turned to people that hate him into people that sort of like him. You know, but I don’t. We don’t have that here at Curzio Research. You know we tell it how it is and that’s why I think we’re seeing our numbers and our statistics across the board go higher and higher and higher, because we tell it how it is and if you do good business with people, you have integrity and really helping out companies. It’s leading to more business and we got so many deals done.

But it was unbelievable how, when everyone said it was fantastic, they had a great time, they were able to talk to CEOs which they’re invested in these companies, some of them private. When’s the liquidity period. I’m like put their feet to the fire. You’re an investor, that’s your job. So it was 12 CEOs and we did it, where I interviewed every single one of them on stage. You’re not going to see a conference like that often Very rare, you know. Usually you see these guys doing their own presentations and when you’re interviewing them, it comes out where you get to see their people, comes out where you get to see their people. You’re not hearing them talk about science or geologists talk about rocks. I’m asking them real questions. You see that it’s engaging.

Then we opened it up to questions for almost every single person. I interviewed the last 10, 15 minutes. We interviewed them 20, 25 minutes. I opened it up to 15 minutes of interviews. It was 15 minutes of questions. It was great People asking great questions and every CEO was like this is an amazing format, this is fantastic.

It was so engaging. They couldn’t believe the audience. They couldn’t believe how great it was and it’s just a testament to my team, a testament to the clients that we have. Almost every single person I asked to come on stage. They said yes immediately. Frank Holmes agreed two weeks ago, which was awesome, and you know I was joking around with some people like it’s the least they could do, because I’ve been going to their conferences for free for 15, 20 years and speaking and they knew that and they showed up. Like you know, Amir couldn’t make the conference. He’s like, nope, we’re broadcasting live. He switched all these meetings around with big hedge funds and said, nope, this is the most important thing. I’m going to end live broadcast. It was fantastic, he was awesome. We had a great time, you know, lots of laughs and stuff and joking around, talking business and yeah, it was a lot of fun and some of the questions there that I could talk about.

You know people were asking about SMRs. You know Oklo, oklo’s, what At? You know over $100. I think it hit $170 a month ago, which is crazy, and it was 17, 12 months ago and I was telling them like I got that one wrong and now it’s a $16 billion market cap when it’m like this company’s not going to generate revenue until 2027 or late Revenue revenue. We’re not talking about profits here, we’re talking about revenue, right? So the technology is not there yet and especially to scale it.

Yet you have hyperscalers buying this technology 10, 15 years out, which tells you what it tells you, instead of me saying, okay, I was wrong on this, what did I get wrong? It tells you how in dire need these companies, these hyperscalers, need energy. And that made me dig even further into this energy trend and saying, wow, you know, there’s no way they’re going to have enough energy. All these companies that are modeling for gigawatts, all of them, when I look at the gigawatts that they’re modeling for, they’re modeling for. You know, when they say a Google search compared to a large language model search on ChatGPT-5 is whatever? 100 times more power. But that’s large language models. Agendic AI requires about 75 times more power and they’re not modeling for that.

And that’s the next generation, that’s in its early stage. That’s bots. You’re asking them questions and they’re figuring out the answers. They’re learning right. The amount of power that it takes from, just like you, providing an answer through prompts, is a lot different when they’re figuring out and following up. You notice that the large language models. Now, when you post something in them and you post a promise, it says do you want me to do it? It asks you a question back at the end Do you want me to analyze it this way? Do you want me to rewrite it this way. Do you want me to do it on a different level? Are you looking for this right? So it’s learning and the amount of power that takes they’re not modeling for and that’s the future of AI going forward.

There’s a reason why Three Mile Island, Microsoft, and then they’re buying technology, they’re buying the energy out from nuclear for another 20 years, you know. So, talking to Amir Adnani about the nuclear and how that’s going to be good, the SMRs are going to be good because they’re supplying that he said good, better for them. And talking about an industry where the government’s supporting, providing billions of dollars in subsidies now helping them, you know, remove the red tape where you know they’re able to open up a refining facility. First, one Refining facility there’s one that was built in 1950, and sometimes it goes down. Now they’re fully funded. When you have UECs, fully funded from Goldman, they just raise a lot of money through Goldman and in a couple of years they’re going to have this thing built and ready to go In like three years. That’s transformational. So, going over all of this, the AI trend, and saying, listen, it’s not. There might be areas that you could say there’s an above, but the spending continues and we’re hearing from all of our sources and it’s going to slow one day, but it’s not now and we’re able to really kick ass on a lot of these trends and have so many big winners in our portfolio because of the context and because of the networking and Scott Cohen was there I got shot by the bull right in front of everybody, which is cool.

I showed videos. I don’t know if you’ve been watching and pay close attention to Rapp Technologies. It’s a different company, I know. I know we raised a hand. Scott was up there and everyone raised and said they own the stock and he put his head down. He’s like I’m sorry, it’s been a long journey going through management teams. He’s like, look, you know it’s been hell, but where we’re positioned right now, we’ve never been more optimistic about the company. And then what was he showing?

I put up a video there and you could see a lot of this if you’re following me at Frank Curzio or go to rap and follow him, where now they have drones and drones. They have six to ten of these wraps on and they have the drones. I told them could you bring a drone? They were going to bring it. It was very difficult. You need like three or four people and it was pretty crazy. So you have these drones and they shoot and they wrap you up and you’re thinking about that capability. Why is that so important? It makes it a lot easier. You have people further away than just you going up there and shooting it at them.

But, more importantly, think of school shootings. Now you’re going to have these things in a box in every single school and they could be operated off-site. How long does it take for police to get there? Now you pull these things out. They go freaking 60 miles an hour through the hallways. Have you ever seen the races with these things? Where people race these things? I mean, it’s unbelievable. They race them through stadiums, through hallways. It’s insane, right, how fast they’ll get there. Now you have four or five of them, boom, boom, boom, shooting. You got teachers jump up because once they shoot and wrap them up, you’re just like it’s a gunshot.

You heard it in the hotel. I’m surprised it didn’t. You know? My nephew looks a little bit like me and I said hey, your friend, courage you, just in case anyone comes in this way, continue the conference, uh. But you know, showing that and showing robotics right where robots are going to be uh, you know, this could be a part of robots where you have them as security.

Uh, and not only that, it’s going to be declassified because it’s the only non-lethal device. And that’s very big, because you’ve seen tasers getting a lot of trouble because they’re saying, well, it’s non-lethal. What the hell does non-lethal mean? I can’t believe they got away with that so long. This is a non-lethal, it means that, hey, we’re going to kill some people, but it’s okay, that’s what that means. This is the only device on a belt that’s non-lethal. And we’re not just focusing on police officers. Right, the data. They understood they had to have the data. Now they have the data. Now, when you present the data and say 85 of these are raps are successful compared to, you know, 60, 70 percent for tasers. Tasers, uh, so many, you have numerous. I mean they try to hide them. How many people have died? But, more importantly, when they declassify this, where now it’s not lethal, which it is not lethal, but declassifying is not a weapon.

Now, security guards, which is about three, four times. I think. He said that the overall police, now security guards are not equipped with anything. Now he has companies like Walmart and Target, all these companies. Now you’re going to be equipped with that. It makes it a lot easier, because the people in there who are paying the asses you see it all over your social media it’s not like they might be carrying a knife. They’re not carrying guns, especially in Florida, because they get lit up by other people right, because you know people carry them in Florida and Texas, but other states where they make sure you’re not allowed to carry and you could rob people’s houses and not get in trouble and you know. But those places, but you’re looking at security guards. Now you have these wraps that you could subdue people very, very easily and jump on them. And now you opened up massive markets. Everyone’s like holy shit.

But Scott got up there and said, look, I loved it because he didn’t go up there and said, hey, everything’s great, everything’s fine. No, he didn’t go, and I hate when CEOs do that. It was humble but confident, saying, look, I get it. Every single time we’ve raised money, I have more money in this stock. This Every single time we’ve raised money, I have more money in this stock. This is my legacy. Yes, we went through a lot of manager teams. Yes, I messed up a lot, learning a ton of stuff how to restructure, reorganize the whole company. We are in a position right now that we’ve never been in going forward, and it’s really exciting.

And we’re not even talking about international demand, which those orders aren’t for 500 or 1,000. They could be for 10, 30, 40,000. The whole departments, right, and it’s like 30 or 40 different countries that they’re pitching right now. And they got the right people in place. Where it’s so bureaucratic, where I’m not talking to this person, I talk to this person. This person, this person, this person it’s their person is talking to the exact person that’s going to do these orders and that’s different than what it’s ever been. So they have the only device in this space that’s non-lethal. And now you’re seeing it where they talk about robotics and talk about security guards, talk about international demand, talk about drones.

You know having these boxes where, when this stuff happens in these schools, boom, it comes out of the box you have, you could, you know, police get notified, and now that they fly like three or four and you’re wrapping the guy up like crazy to stop the shooting, you know how many kids that you could save and teachers and people that you could save. I mean, this is a matter of seconds. That matter, right, and they can’t get there for 10 minutes, 5 minutes. It’s hard to get to these schools and then you have to see what’s going on where they are and you know some of these kids have four different guns on them. It’s crazy, right. That’s awesome, holy shit. That’s saving lives, you know. And being able to go up on stage and say that when you’re not really hearing, that was fantastic.

Adrenaline is a company that we just invested in at a low valuation, which is great, and these guys do tricking, which is all kinds of like these karate moves and breaking boards, and they have fire and weapons and all this stuff, and they came and flew in members of their team from all over the world to actually perform in front of us and it was so exciting. And, by the way, I’m about to leave tomorrow to go to Vegas for their first ever event. All their athletes are going to be that Resorts World, everyone that invests has VIP tickets, vip everything, and you’re just going to be sitting like in the front row watching this stuff After they perform, this stuff after they perform. This was after dinner and I am Monday. Uh, immediately I had tons of investors coming up and say I need to invest in this company. I didn’t know what this is about and they signed checks for about half a million dollars, right. So deals were getting done in the hallways with our company, with companies there, and that’s what we wanted. They’re like holy shit, like I didn’t even. I didn’t see the video, Frank, I’m a one member. I didn’t see the video, Frank, I’m a one member. I didn’t see the video of this private company and we made sure we structured it.

We’re getting at such a low valuation because there’s a lot of risk there, but now they’re raising money and the people they raise money from. One of them is Mark Burnett. That Mark Burnett who started Survivor, who’s massive in Hollywood entertainment. He’s going to fly down. It’s probably one of the investors that are with us and they’re going to go to the event. I’m going to be sitting right next to him and they’re going to see this and be like holy shit, this is incredible. So now they’re going to see the whole live event.

They did like a display for maybe 15, 20 minutes and they had one of the women there that she was the stunt double for Wonder Woman and for Wonder Woman and she does, you know, with swords and she’s whipping around a sword, kicking boards, breaking stuff. Everyone was like holy cow. I’ve never seen anything like this, and you have to realize. You put this in the class of, like the slap league, which is now a billion dollar valuation. You put this. You know Vegas is dying for this type of entertainment and these guys are there. And now the people that are investing in are people that they can go to as advisors, that understand how deals are structured and how to get more and more people in, how to raise capital in the future, right, and that’s what this is about. It’s the networking, right. So you know, this is what Curzio One’s all about.

I told them we’re going to have this event every single year and this is going to be the smallest it’s ever been, because when people get word of this, it’s going to get bigger and bigger and bigger, because it’s not about me, the name of the door, it’s about connections, it’s about getting into good deals and not every one of them is going to work. I’m not going to say everyone’s going to work. You just need a couple of these things to work and it changes your future. I mean, it’s remarkable, like when you’re getting in. We have a company called SFA Therapeutics that’s raising money. We’re in a 15 million.

Then they raising money at 40 million because of their phase two study. They’re going to deal with psoriasis where I showed the pictures of it, with their technology and zero safety issues and their efficacy, which is the effectiveness is better than drugs. And after the drugs there that have been taken over for $4 billion after positive phase two studies $4 billion we’re in at a $15 million valuation. They’re going to be raising money for the next round. I’m sure all the investors I’m going to probably come into that round as well At $40 million if they come out with positive phase two studies. And these studies are better than what you’re seeing in phase one of the drugs that got taken over, except they had safety issues. They have no safety issues, you know will they hit. I don’t know If they do think about the gains. I mean it’s insane to think like holy shit, we just invested in this company at 15 million and getting taken over 2 billion. It’s 4 billion. It’s astronomical, right. So, and not only that, this is a platform technology, it’s not a one drug company where you know you look at immunotherapy.

They were smart to start off with psoriasis. Why? Because it’s visual. You’re seeing feet that are not pretty, I’ll be honest with you, and the psoriasis is almost gone, even on your scalp. And I know this industry well because my daughter has it. She has Crohn’s, so I’m very familiar with what they’re talking about.

But now, instead of going to, a lot of people start rheumatoid arthritis and you have positive results and you say this is great. You have positive results and you say this is great. You have to look at the data. You’re looking visually and when you see the pictures that I show, you’re gonna be like holy shit, I need to invest in this, because it’s not a treatment, it’s a freaking cure, and they’re showing how people afterwards no longer have to use it. And I said that to him. I said well, you know, look, from a business standpoint, it’s the best thing in the world when you use humira, because it’s a treatment forever and you make money forever.

Now, if this is actually something that’s going to result in a cure, you know the pricing has to be different. He said yes, the price is going to be much, much more expensive, which everyone is going to pay for. Your healthcare insurance is going to pay for because you’re going to have to pay just a few times. It’ll make up the difference in paying a fortune in Humira every single month for the rest of your life, which is what we do, my daughter, I mean this is the stuff that’s awesome.

And just having these companies there and having the person that gave me this company, who’s basically has he’s so high up the chain in biotech that he’s able to it’s like an incubator program with three of the largest institutions when it comes to clinical trials and the fascinating technology like things are the most promising that they put into these hospitals like Johns Hopkins and stuff like that and University of Toronto, and it’s the best of the best companies and he gets to choose from those of where he wants to fund them If he wants to fund the best of the best. You’re not just funding an average company. You’re like here’s the greatest startups that you have in biotech and they’re choosing which ones to invest in and we can invest alongside because now we have that contact and that’s SFA. He’s got two other companies we invested in your Choice Therapeutics, coming up with the first ever non-hormone birth control pill for men. For men, imagine never having to get a vasectomy again. I mean, we’re talking about multi-billion dollar market, which is huge, right? So? And you’re looking at women, which you know yes, the birth control pills. It’s one of the most dirtiest pills on the market in terms of side effects. They have terrible side effects. You know, common Clinics is another company that we invested in. It’s generating tons and tons of revenue right now.

Right, just, you know all these clinics that they’re purchasing and you know being able to bypass a lot of the bullshit when it comes to different surgeries and stuff, where they could do everything in-house, and it’s very simple than doing these at hospitals and paying the extra fees and just like companies that are remarkable. This is what we have access to. A lot of it is. If you’re a credit investor, you’re going to have access to all of our products and services, but now we shrunk our membership, where it used to cost $12,000 and we had a lifetime membership and saying that it’s $500 a year after Now it’s $5,000 a year. That means, if you don’t like it after a year, okay, fine, that’s what you pay for some of these shitty products out there right now in our industry. Now you have access to this. You have access to our conference. You have access to the greatest CEOs.

We just had someone go up there who had a nine-figure exit and an eight-figure exit in the hospitality industry, and now he’s trying to disrupt the industry again by being a competitor to Airbnb and Vrbo. Why? Because their fees have gone up astronomically and now he found a way to say, hey, we’re going to lower these fees tremendously, we’re going to do it for all these people. It’s going to be better service. And now they’re generating revenue. They’re growing 50% month over month and he’s opening up financing to us. So these are the deals that you know Curzio research members and the one members are getting access to. So if you’re a credit investor, you want to see some of these, fine, if you’re like, well, I’ll Frank, I’ll try it.

And you know again, there’s people listening to this for the first time and say, ah, this might be full of shit, but I guarantee you if you go to the message boards, if you talk to our members, you listen to the comments that they’re saying. Do your due diligence. Don’t listen to me. Everyone’s going to tell you that they’re great and their company’s great. Don’t listen to me. Listen to people who are using our services and you’re going to have access to that at our conferences. You get to look at that with results, whatever, how many stars and podcasts and stuff like that, whatever.

But when you do it and you see the deals we have access to I just spoke to someone I’m ecstatic. I’m going to actually do a road trip with this person. I don’t want to give away the details because I want to sign the term sheet with them, because I’m going to raise money for them. Holy shit, you want to talk about technology. You’re going to disrupt an industry. Man, it’s incredible. So you know not chocolate, but all you know even I’m making mistakes saying chocolate with Sugarfina.

So Sugarfina, we raise money for they’re selling their chocolate in the hotel that we’re in and they’re opening up financing at an $80 million valuation, when the company’s well over $100 million valuation probably about $100, $1,500, $120, independent valuation which is coming out. They do it every year. The last one is $ coming out. They do it every year. The last one is 96 million. They’re growing. And why are they growing? Because you’re looking at coffee trends come down. You look at also, you know, with caffeine, right, it’s weird, right? I don’t know if this GLP-1s you’re seeing the amount of alcohol people consume, coming down tremendously.

Also, chocolate this isn’t a chocolate company. You’re looking at Sugarfina. It’s a gummies company, not that type of gummies. I wish it was. The conference really would have been great. But it’s not that type of gummies and gummies sales.

And he was in Bloomberg. He just got quoted in Bloomberg. They’re up 10%. They’re going up 10% year over year because people are buying these things because they’re not like full of sugar. It’s not crazy. And he went over all those details and he’s still raising money in evaluation where this company is probably going to be going public within 12 months and our investors are in it.

And that was our gold sponsor for the event and he brought all candy and showed the holiday sales. It sold out at Halloween. But just seeing Sugarfina, I can’t tell you how many pictures I get. Oh my God, this candy is great. The packaging is unbelievable. When you see this, this is high-end, right, high-end sugars and stuff and gummies and all this stuff.

It’s just incredible where the deals that were going on, the CEOs that were there, the interaction, whatever you want and for me I just wanted to take a step back, kind of direct everything but say this is about all of us and that’s the fundamental chain that’s happening in this market, where you don’t need third parties guys, you don’t need these freaking investment firms. Where do they really produce that much? No, they introduce you from one person to another and they charge massive fees. And you have to have $10 million in Goldman Sachs or Bank of America and some of these places and Morgan Stanley to get into some of these deals. For us it’s super low fee. And now they’re coming to us because they’ve got screwed by investment firms. They got screwed by venture capitalists who really don’t care about your company. They need to make money. They need to make money as fast as possible and a lot of times with these companies, they’ll structure deals that don’t make sense. So it’s up to me to structure the deal perfect for our investors. You have access to the CEOs. I have videos. I’m going in the field showing you this technology and, again, not all of them are going to work, but we’re getting access to deals that were only available to big venture funds because of how big the Curzio One membership is growing and that’s going to continue to grow and grow and grow.

And, man, that has me so freaking excited. You have no idea. So if you’re a credit investor, you want access. You want to talk to me? I talk to all the members before they come in for a purpose, because I’ve turned away investors. Some maybe they can’t really invest in more than three deals, which the minimum is probably $25,000. That’s fine. I’ll say listen, just buy our product services, you’re better off. This membership’s not for you. Or maybe once or twice that person happened to be a little bit of an asshole and I’m like that’s not who I want in our group. I don’t want these arrogant people. I mean again, billion and a half easily in that room and you would never know it because everyone checks their ego out the door. Everyone’s talking to everyone. It’s a lot of fun.

I had some person who I think is a cattle farmer or rancher. He’s like you know, I kind of feel uncomfortable coming. I said go, you’re not going to feel uncomfortable at all. Trust me, it’s not that environment and having access to that and learning and questions and being able to be there for them and hearing like Frank, you made me money and you’re just so great. You know, I can’t believe like I’m retired now. I was able to, you know, come into this membership because of you and and you know again, it’s not everything we get right, but just to hear. That is the reason why I do this. You know I don’t have to do this, guys, I don’t, I don’t. I mean, you know I probably have a lot more time and stuff and I don’t know what I would do myself, but that’s the goal Hearing, that is the driver, and just hearing everyone and seeing everyone’s face and being like, holy shit, I never had a conference like this where we had so much access.

The interviews were great. It wasn’t some guy going up there with a presentation and you kind of fall asleep. You know I was asking them the tough questions and everyone got to ask follow-up questions after me and it was really cool. We’re going to do that. It’s a lot of work for me and I don’t mind because I know all these companies. I researched them to death before. You know I even get them to the conference before we even invest in them. So you know, doing interviews, people be like, wow, it’s really hard to do these interviews. Not, really Not when you know all these companies and you talk to the CEOs a lot and you get them up there because they appreciate it, because they’re good companies and they care about their shareholders. And when you do that, they need to understand that these are entrepreneurs. And if you have a company where it works out and you make money, what’s going to happen next? You’re going to constantly invest in that person.

Frank Holmes Frank Holmes just told me he’s like Frank, I have this really great deal coming up. He’s like I have this really great deal coming up. He’s like I got you a small placement, I want to get a few. I said done. I’m a research analyst. I didn’t even look at the freaking deal. You know why? Because Frank gave me Hive Digital Technologies at 25 cents and I sold it. You know it’s high as $4. I think I sold it for $2.75. And thinking about getting back into it. Because now you have the data center. About data centers and how crazy it is, and talking to hyperscalers, I mean, Frank was amazing when he was up there. People loved it. He was just going on and on. It was great, and each interview is 25 minutes and it was going so good I extended that for another 10 minutes.

So you know, having these people and having these deals and having that network and having that trust, that’s what it’s about. It’s about for every. That’s what we all want, isn’t it? To makes so much sense. I don’t know why more people aren’t doing this. It’s crazy. Let me screw this person. Let me raise money. Let me just make a percentage of that. Let me, you know, sell this. You’re going to raise money to get the stock up or, you know, publicly traded, do a secondary because they want to do a secondary offering and then they’re going to burn all investors. Why do you burn your investors for? Why, once that’s gone, you make a and you’re done. No one’s going to trust you ever again. I don’t get it. I don’t get it in this industry.

And to see everyone get it there and understand it and having big financers there and big CEOs there and talking about it and saying I’ve never seen a list like this, I was like it’s simple, I just don’t fuck anybody. I’m very open and honest. If we’re wrong, we say it, we introduce I can’t tell you that about 10 different people. Could you introduce me to this person? Boom, introduce them to him Two seconds and that person I’m introducing to the CEO. They’re like sure, right away. And that’s the way it’s supposed to be right. It’s really cool. It gives me the chills just thinking about that. But, man, wall Street is such a great place if you’re not fucking people, but it you know. Focus on the 10%. It’s my job to figure out what 10% is really good. That’s what I get paid for.

So you know, having so many people in this membership, I think as we open it up because we used to say we’ll open up once a year, two times a year I want this membership to grow. I think there’s something a little over 200 members and almost half showed up. You look at statistics. It should be 3%, 5%, 7%. Half of the people showed up, half of the people, and they all got there, even though travel was nuts and it was crazy. It’s a testament to the brand, testament to everyone there, and it just went so well.

I couldn’t be more happy and my mom, being there, seeing my dad and stuff like that, didn’t tell her I was going to do a little thing with my dad where we digitalized all these VCR tapes and you could see him like skipping a little bit and the sound was wasn’t that good, it was great. It made it like more authentic, right, it’s like holy shit, that was like that existed back in 1992. So you know, it was just really cool and I’m just so happy that everyone had a good time and it’s awesome. I just wish we had the podcast, where the microphones weren’t really working that good. So I said, just shout out the question, not realizing where we have this whole thing taped of all the questions that people are asking. Really good questions, topics I just covered, but you couldn’t hear the questions. So we might release that. I might just ask the questions and go forward. But you know other questions we talked about was politics.

Putting your personal feelings aside, you know Trump takes stakes in companies. It’s great for investors. Do you hate it? No, I don’t like it. I mean, they’re not influencing the board in any way and making the decisions. But you have to look at the results. It’s rare earths. Look what happened with Intel SoftBank comes in after Trump takes a stake in Intel. Intel was dead right. But they have these fab plants that are needed, that are absolutely needed for AI. They just have no idea how to do it and they went out of every single trend for such a long time. Now they’re back in favor. You have NVIDIA coming and investing in Intel right. The where earths? The lithium companies Putting uranium on a critical metals list.

I asked you know, amir? I said what happens if Trump turns around and says hey, you know I’m taking a stake in your company? What are you going to tell him? I was like, can’t really say no. But put your personal feelings aside and you might think well, this is socialist society. This is terrible. That’s not your goal. It’s the wrong question. It’s the wrong statement. It’s am I going to make money on this stock? And the fact you’re in Trump’s circle? We’ve been so. They and I have been so adamant about this ever since he got elected.

Everyone that’s in that circle, the countries that he’s signing deals with, even Alcoa. I mean, you look at Alcoa, where Alcoa had a big write-off of $500 billion I think it was in Australia and people are like, oh, this is terrible. They don’t realize they’re going to sell the land for over a billion. Not only that, they’re traveling with Trump, which is crazy. You’re talking about what? A $10, $12 billion mark-cap company, which is nothing these days. And now what happens? We’re ERTs. They have a facility in Japan, a facility in Japan. They have a facility in Australia, and now that we’re dealing with these countries, they’re going to go through those plants Because he’s traveling with them.

So you’re looking at the video right away. If anyone deals, you’re going to open up, you’re going to increase manufacturing here. Tim Cook, that’s fine, okay, great, whoever it is, even the smaller companies. Now you have access to NVIDIA, amd, ibm. Look at Boeing, have access to nvidia, amd, ibm. Look at boeing every single country. You know how that benefits that. Every country that’s doing anything. Now trump makes a phone call, says no, you deal with boeing. Now you want more planes. Every economy, if you look at the stock market, is booming, been lowering rates. You see more demand. Right, travel demand surge outside of. You know past couple weeks with the shutdown.

But get involved in this and put your personal feelings and politics aside, because it’s about you making money at the end of the day. Hold up a sign. You could say socialism sucks, it’s not socialism. You know I wouldn’t go that far. They’re not telling these companies exactly what to do, but what it means is, when we need rare earths and they’re trying to produce these things in certain areas, a phone call from the Trump administration saying, hey, you know what, make this go through, make sure the environmental agencies aren’t being assholes and just not even looking at the deal and saying no freaking way, unless you pay us somehow. Right? So you’re cutting through the red tape, you’re going to get more projects done, you’re going to get more access, and that results in more revenue. More to increase your wealth, to build generational wealth, to leave that to your kids and hopefully, don’t sell all your assets, like every kid does these days. When you build, hopefully, a nice empire for them, they just want to sell everything and split the cash between them.

But that’s the focus, isn’t it? And when you look at it that way and put your personal feelings aside, it means that we’re all kind of on the same team, because we all have the same goal. That’s what investing is about. That’s what this conference was about. So if you’re interested in learning more about that, I’m going to get on a call with you personally. Email me, Frank@curzioresearch.com. It’s $5,000 a year. That’s it.

If you don’t like it after companies before, I’ll walk you through the process. Show you how to wire the money, who you’re wiring it to, exactly all the details of it, how you’re going to get your shares. We take care of all this part for you. We’re there to answer questions, and you get my personal phone number too. I just tell everyone don’t call me to tell me that the Eagles won and you’re happy for me because I’m busy, but if there’s something serious or there’s a trend or whatever, text me and I’ll get back to you, especially during these raises that we do. If you have any questions. Hey, you know, I’m not too sure how to do this, or I had trouble with my banking account or I had this. That’s when you call us and we’re like it and it’s just refreshing that we could do that for our team.

And that’s the future growth of our business is growing, that membership growing out the marketing consulting industry to get into a lot of these companies as well, things that we’re buying and help these companies market, and it’s resulting in incredible growth for us right now, and we saw it at the conference, not just with the people that attended and the wealth that was in that room, but also the deals that we’re signing. We signed two deals in two weeks that are resulting in, let me see, probably about 70% of the revenue that we generated last year. That’s incredible and that’s just the beginning. That’s why I had to go in New Orleans right, meaning we work rule. Why? Because he vets the best companies at his conference and those are the companies we want to deal with. Whatever it is, I mean doing 13, 14 million in marketing with those guys. I want that check because I know I can help these companies. It’s going to benefit Rick. He’s invested in the company. It’s going to benefit us because we’re operating with good companies in an industry that doesn’t have a lot of credibility right. That’s what we want to deal with. We want to work with really good companies, really good CEOs, and help them market.

You run the business, you meet your goals, you execute and let us get that story out there, because the story is what sells. The story is what sells. If you don’t believe that, look at Palantir, look at Tesla. There’s a reason why they trade at massive premiums because their stories are unbelievable, because they’re in the biggest growth trends in the world and they’re executing. Most importantly, they’re in the biggest growth trends in the world and they’re executing. Most importantly, they’re executing. Maybe it takes Elon Musk a little bit longer to execute than others, but they’re executing. That’s what the market’s about and that’s how partnership’s about, and everybody benefits. It’s not the zero sum. You benefit, you don’t benefit, no, we benefit. I benefit personally, you guys benefit as these stock prices go up, as these companies go public, the CEOs benefit. Everybody benefits. If everybody wins and you make things easier, cheaper, faster for people, that’s how you disrupt markets, and we’re right in the middle of that trend right now. It’s really, really exciting.

I want to thank everyone for coming and also talking about other topics, like the shutdown. The shutdown was interesting. We said we called it. We said this week the shutdown was going to end. We knew it right. We knew it because the Democrats put something and again, I’m not talking bad about Democrats. Democrats put stuff together that the Republicans cannot accept. They ran on a platform of lower health care costs, which everybody does, and no health care for illegal immigrants. The Democrats knew that and said okay, we want to provide for it. They just put stuff on the table that the Republicans couldn’t accept, which means the shutdown was going to continue. Why? Because they had elections coming up. Not that they’re going to lose them, but they won those elections in landslides and able to say oh, this is all the Republicans, whatever. It was a great strategy. I’m not killing them. But after they got what they want, what was going to happen? Now they’re going to open the government. We called it.

So, instead of looking at the headlines and saying, oh, democrats are the assholes or Republicans are assholes, understand the markets of what’s happening, because those headlines most of the time are bullshit. And when you weed through that by listening to this podcast, you see, wow, this is going to create opportunity, because everyone’s on one side, because they’re listening to bullshit, and here’s why it’s bullshit, and that’s why you’re seeing again all of our statistics across the board and traffic and everything go up, because you know we have your back, we don’t care about anybody else, which is normal. It should be normal. That’s a normal like people. Like Frank, you have integrity. I’m like why? Because you’re doing the thing that you’re helping people invest, because you’re calling out bullshit where you see bullshit. I mean, isn’t that the way the world’s supposed to work? Unfortunately it doesn’t, because everyone’s looking out for themselves right now. And that’s crazy.

Because when you have this community, this massive community now we realize from the Wall Street Bets crowd when you have a community that’s going to follow you religiously and trust you, you’re more powerful than anything out there and people have to listen to you. You, you’re more powerful than anything out there and people have to listen to you, and that includes Wall Street, because they put a Wall Street firm under, which is Melvin Capital. They’re still around because they needed to get an injection of capital, but I think it’s a $12 billion firm that basically was shorting the wrong stock and they went under. Why? Because you have this community of investors that became more powerful than Wall Street for the very first time, and then it happened again with crypto, and that’s why you hear everyone hate crypto and rip on all these kids that made hundreds of thousands of percent because Bitcoin’s gone through the roof. When they were in Bitcoin, when Wall Street was shitting on it, jp Morgan was shitting on it. And now what do you have Jimmy Diamond going? No, no, we’re in Bitcoin now. We’ll invest it at 100,000, but I told you at 5,000, it was shit. Tulip mania right, and it’s nice to see that, because that creates more powerful networks and that’s going to be the future of this market, this community, everyone coming together and getting into the right deals and stuff like that.

Just need a few people you can trust that know what they’re doing, and then the sky’s the limit, and we’re seeing that with Curzio Research right now, which is very, very, very exciting. So, guys, if you’re interested in joining our group, give me a call or just send me an email, Frank@curzioresearch.com. I’ll go over all the details and you decide. It’s not a sales call, it’s more like me vetting, saying hey, is this right for you? And you’re gonna ask tons of questions. I’m gonna answer them and say yes, no, maybe, and then you decide it’s going to go to seven grand. It’s not like that it’s. If you want to come in, come in. If you need to talk to other investors, I’ll give you numbers to hundreds of investors that are in that will tell you and I’ll say don’t even tell me what you say, whatever they may say a couple of things that they don’t like or whatever it is. But that’s how you build a brand, that’s how you build trust, that’s how you build integrity and in that, as a credit investor, now we’re getting access to deals that Wall Street used to get access to and we’re getting in at very, very early stages and it’s a lot of fun.

You got to diversify. Don’t put all your eggs in one basket. Invest in a bunch of these, as many as you can. Usually, the minimums are $25,000, but we have investors in probably six, seven, eight of those deals and they got access to the CEOs when the liquidity period, when they’re going public, some of when the liquidity period when they’re going public Some of them are public already and that’s what you’re going to have access to, because you should have that access. You shouldn’t be investing in something you don’t talk to the CEO, you don’t know what’s going on. No, you ask them, you’re going to have direct lines to them, especially when you’re investing, especially when you send your money and you’re wiring the money. You’re going to have access to us where we’re updating these situations and any questions you have, feel free to send them over.

We’ve got doctors across so many different areas that email us about different technologies, different things going down. I love doctors, because doctors love stocks more than I love stocks. It’s incredible, it’s great. It’s just I don’t know just awesome. They just love it and I love being there for them. Every time I go to a doctor, they ask what’s going on with this doctor? It’s great, it’s so passionate about it. It’s awesome, and they help me tremendously because they see all new technologies and get pitched new technologies and go to tons of conferences that I can’t go to. It’s just one industry within healthcare and biotech and that’s what this membership is opening up to.

So I’ll try to get that on the podcast and that was the one, members, if you could hear it. A lot of questions are the ones I went over today, but I just want to say thank you to all the members, thank you for the Curzio members, thanks to all of you who listened to this podcast. I really appreciate it, and just to see everything going really really cool right now it’s again, it’s humbling, get a little emotional sometimes. I just want to say Thank you so much, but that’s what this is about and I think we’re just getting started here. I really do. It’s going to be a lot of fun going forward. So, questions, comments. I’m here for you. Frank@curzioresearch.com, Daniel and I will be joining you on Wall Street Unplugged tomorrow and we’ll see you then. Take care.

0:48:49- Announcer

Wall Street Unplugged is produced by Curzio Research, one of the most respected financial media companies in the industry. The information presented on Wall Street Unplugged is the opinion of its host and guests. You should not base your investment decisions solely on this broadcast. Remember, it’s your money, and your responsibility.