My $4,600,000 Next MOVE‼️

My $4,600,000 Next MOVE‼️

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  1. 01 IBM NYSE ACHETER +8,15%
    Entrée $217,07 14 juil 2026
    Actuel $234,77 07 août 2026
    Résultat +$17,70

    I don't think it's actually a bad buy.

    Contexte I would look at IBM today as a fairly priced stock. Um I don't think it's actually a bad buy. That's just my opinion perspective in regards to IBM.

  2. 02 NVDA NASDAQ ACHETER +3,39%
    Entrée $211,80 14 juil 2026
    Actuel $218,99 06 août 2026
    Résultat +$7,19

    Nvidia, Micron, SK Highix are priced as if we're rolling over in the cycle. That makes them the opportunity.

  3. 03 MU NASDAQ ACHETER -12,72%
    Entrée $983,12 14 juil 2026
    Actuel $858,03 07 août 2026
    Résultat −$125,09

    Nvidia, Micron, SK Highix are priced as if we're rolling over in the cycle. That makes them the opportunity.

  4. 04 PYPL NASDAQ VENDRE -26,43%
    Entrée $47,37 14 juil 2026
    Actuel $59,89 07 août 2026
    Résultat −$12,52

    probably have to go with PayPal.

    Contexte If you forced me to sell one stock in the public account today, it would be between Google and PayPal... if you forced me to cash one, probably have to go with PayPal.

  5. 05 AMD NASDAQ ACHETER -10,74%
    Entrée $548,13 14 juil 2026
    Actuel $489,28 06 août 2026
    Résultat −$58,85

    I probably have to go all in AMD.

    Contexte If you force me to go all in one of these stocks between now and the end of the year, you know what it is. I probably have to go all in AMD.

  6. 06 ELF NYSE ACHETER +34,50%
    Entrée $72,25 14 juil 2026
    Actuel $97,18 07 août 2026
    Résultat +$24,93

    I would probably pick E.L.F.

    Contexte If it wasn't going to pick them, I would probably pick E.L.F. ELF is another clo that's a close second.

  7. 07 META NASDAQ ACHETER -10,76%
    Entrée $661,04 14 juil 2026
    Actuel $589,90 06 août 2026
    Résultat −$71,14

    I'd probably go meta.

    Contexte It's between Meta and Amazon. No question. No question. It's between those two... if you forced me said, "Come on, you got him to do one." I'd probably go meta.

  8. 08 AMZN NASDAQ ACHETER +11,58%
    Entrée $247,49 14 juil 2026
    Actuel $276,14 07 août 2026
    Résultat +$28,65

    I think Amazon's safer over the next five years.

    Contexte It's between Meta and Amazon. No question. No question. It's between those two. And that's tough... I think Amazon's safer over the next five years.

Transcription Complète
Holy smokers, do we have a lot of things to go through in this video here today. So, we have IBM stock absolutely collapsing here today. You don't see IBM stock down 26% very often. We'll talk about what's going on there at the top of this video. Then, I want to get into Lucid. Lucid is weighing bankruptcy or going private. Want to talk about that for a moment. We have Tom Lee to get into in this one here today. Tom Lee talking about S&P 500 hit 8,000 by year end. That's a big call. Looking forward to reacting to that one. Want to react to this one here. AI field rally to continue into 2027. looking for forward to sharing my opinions and perspectives there. And then last up here, I thought we'd go ahead and do this. So, public count hit a new all-time high here today. Just posted this on my ex page. I was at that linked in the description area, by the way. 4.68 million now at this point in time. New alltime high for the public account. I want to talk about if you forced me to sell a stock in the public account, 100% what stock I would pick. Also, I want to do a little game, and we're going to play a game, and it's going to be called, "If you forced me to put all $4.6 million in one stock between now and the end of this year, what stock would I pick?" Additionally, if you forced me to put all $4.6 million in the public account all in one stock for the next five years, what stock would I pick? Okay, I hope you guys enjoy this one. I appreciate you all for joining me. As always, thanks so much for being here. All I need is one thing. One thing only. If you have not already, smash that little thumbs up icon, that little thumbs up button. I need you to do that real quick for me. I appreciate it in the biggest way. Also, thank you everybody to subscribe to the channel. Pin comment down there today is to join the wait list to get inside the private group. Private group will be opening back up to new members next week. So, if you want to jump to the front of the line, we have 68 people so far on the weight list. So, you know, once I start shouting that out again next week, obviously it's going to build up pretty rapidly. So, if you want to join the wait list, get to the front of the line, that will be the pinned comment down there. That's access to my private group and all the stuff that comes along with it. Okay. All righty, ladies and gentlemen. Let's get rolling here. Got a lot to get through in today's video. Uh IBM, what does this mean for SAS stocks? If you own Salesforce, if you own uh Service Now, any of those sorts of stocks, even a Palunteer, like you know, we'll group everything together, you know, that's in that realm. Listen, this IBM situation, this can hurt all those stocks from like a stock price perspective, right? Because if you got a big dog like an IBM pulling, you know, a lot of these things are in ETFs together. So, it kind of drops everything, right? But do understand when you look through those preliminary results, which IBM came out with preliminary results. That's usually not usually a good thing. Okay? Uh it wasn't necessarily the software side of the business that was weak. It was their infrastructure. I think that number was down like 7% year-over-year. So, that's different. And so, if you think, oh gosh, IBM's down 26%. this means Salesforce is screwed, this means Service Now is screwed, this means Intuit is screwed, this means um Palunteer is screwed. Don't run to those conclusions, right? It hurts all those stock prices in the short term. But as far as like, oh, you know, they're all ruined now. It doesn't really work like that, okay? Because when you look at the results and what actually occurred there with IBM, very different situation. Okay? Now, IBM does not trade at a very rich valuation. So, that's a good thing with that particular stock. uh Ford P on that one we can call it about 18. So fair, you know, I would look at IBM today as a fairly priced stock. Um I don't think it's actually a bad buy. That's just my opinion perspective in regards to IBM. Lucid is weighing bankruptcy or going private. Listen, in regards to Lucid, their products actually pretty darn impressive. But yeah, my thought around Lucid is yeah, bankruptcy makes sense or going private, right? Or getting bought out by another company. The big the big problem with Lucid, I was going to be honest with you guys, is marketing. Like it's not the product. The product actually looks pretty impressive that Lucid has, but they where's their marketing, you know, like you you want to make it as a car company, you need to not only have good product in the market that's at an appropriate price, but you need to have your marketing game like impressive. Lucid does not have that. So, Lucid makes sense to either take private or another big brand buys them out and then start some intelligent marketing campaigns and then builds a brand that way, right? So, we'll see what happens uh with Lucid, but yeah, I I think bankruptcy or they get bought out by somebody, go private, something like that makes the most sense for that particular one. Okay. Okay. Let's react to some Wall Streeters and then we'll talk uh some public. I think it's really just something that was mixed together with memory trades and how the market was rethinking the picks and shovels and memory trades in South Korea or are they coming up waking up to this reality that they actually like the US stocks more than the rest of the world? They actually think that the US is exceptional in all this. Um well as you know if you zoom out over the past year emerging markets especially Korea and Taiwan have been extraordinary performers. So it shouldn't really surprise investors even long-term investors that uh we should have some profit taking or consolidation. So, you know, when I look at the larger story and the secular story behind AI, to me, I'm I'm going to land in that camp that I think the selloff, even though it seems sizable, is probably just a normal consolidation in the context of a bigger bull picture, >> consolidation. So, you just recently said that the selling >> So, when it comes Listen, listen, listen. I got to explain this to everybody real quick here cuz you've seen the South Korean stock market go absolutely insane this year. Like ridiculous. Like I I think just in the past year or even year to date, I think it's up like triple digit percentage. That's just ridiculous. Like the NASDAQ on a great year is up like 30%, not like 100 something percent, right? But listen here, you got to understand this, okay? When you hear about the South Korean stock market, just understand it's Samsung and SKH Highix, okay? The the rest of companies hardly matter. Like I was just looking this up right now. Samsung and SKH Highix together make up a record-breaking 60% of the South Korean uh benchmark Cosby index. Okay? And so just understand, you know, we have a waiting problem in regards to QQQ and the S&P 500 in the United States, but it's nothing nothing compared to the issue the South Korean stock market has. So when you see the South Korean stock market going up a ton or down a ton, just understand it's Samsung and SKH Heinix making the move. The rest of it's like basically like meaningless. Okay. So just something to keep in mind there >> that we've seen um in the last maybe five to six weeks or so in semis in memory and momentum trades. You think that's overdone? So looking at SK highness, so selling off right after it's a US ADR, do you think that's just really a volatile process of finding a bottom in this space? >> Uh yeah, I mean maybe the best number to look at is year-to- date. Um Korea and SKH Heinix and Samsung are up uh they're absolutely outperforming other countries. So I think that it is very normal to expect a month or even two months of selling. But yes, in my opinion, especially when I look at the US semis and US memory and US momentum stocks, I think we've we are overshot to the downside. So we would be buying any of those dips. >> What do you make of the SK highix ADR story? I know it's just a single stock, but it represents really the sector story in a big way as well. AI and HBM story, but the fact that this company, long publicly traded company in South Korea, decided to take their shares to the US, what does that tell you about the depth of the US capital market, dollar assets, and of course the US stock markets overall? Um, I mean, I think there's several parts to that story. You know, the US stock market is huge. I mean, it is bigger than any other stock market in the world, and it's supported by a a huge and very wealthy American investor base that's still sitting on $7 trillion of cash. So, um, and and when we look at the AI story, Korea is an is an incredibly important manufacturing partner for both China and the US. and access to that story had been very limited for US investors. They could buy the EWI, you know, ETF, but now they have a chance to to own the stock directly. So, I think there's going to be mechanical um arbitrage, you know, reflecting how US demand might materialize versus Korea. Um but that's going to be an opportunity for institutional index arb and other types of funds to actually sort of stabilize the the market and the difference there. >> Tom, if you were to make >> before we go further here, very important everybody understands this uh dynamic that's going on with somebody like an SKH also listing shares in the United States, right? Um, very something very important to understand about potentially a a boom time that you're in that is going to go sideways. Okay, listen listen years ago, a lot of people wanted exposure to oil and gas companies. Oil and gas companies were the boom plays. And so what ended up happening is companies like Royal Dutch Shell also listed shares in the United States. companies like BP, British Petroleum, also listed shares in the United States because a lot of people wanted an exposure to these oil and gas stocks. And so you're seeing the same exact phenomenon now with somebody like an SKHX. People want more exposure to memory stocks, right? So let's go ahead and list shares also in the United States stock market, right? And so understand that's not necessarily a bullish thing long term though. you know that that's usually means you're at some sort of like fever pitch like we got to invest in this and um you know you look at a lot of those stocks that ended up listing in the United States over time like BP and Royal Dutch Shell and others you know they didn't necessarily perform great over the long term so just something to keep in mind there uh now just because those companies fate you know it doesn't mean that's for sure the thing with SKH Heinix or anybody else I would list in the states but you know you I would I would look at it and say it's actually not a necessarily a bullish signal. Uh because I always look at things from kind of like a contrarian angle there. >> Make a call. Should we stick to Korea listed SKHix or is the riskreward more favorable with the ADR given especially that Cosby is falling further into a bare market? Um, I mean, I think that the answer probably is it depends on which investor I'm speaking to, but you know, unless memory and semiconductors are no longer central to an AI story and AI, I mean, this is a massive massive industrial build that is going to last for years. Unless there's an intermodal replacement for semi and memory, there is uh no reason to be worried about Korea or SKHEX or Samsung. So to me, I I think all those dips are viable. >> Yeah. So this is the issue you run into in a situation like this, right? Cuz we could say the same about oil and gas companies, right? We could say the same exact thing like you're going to need more and more of the stuff. Like what's our need for oil and gas gone over the past 50 years, right? A lot higher. A lot higher, right? Also, the cost to, you know, produce a barrel of oil, what has happened to that? It's gotten a lot more expensive over time, right? And once again, like you look at a lot of oil and gas stocks over the past, you know, 20 years, like it doesn't mean they've made you money. You know, a lot of them are dividend payers. They're good, consistent, profitable companies, but their stocks are just like forgotten about. So that's my caution in regards to a lot of these memory chip stocks. People think like, oh, you know, we're going to need more memory, more memory, so that means, you know, that doesn't mean you're going to make a ton of money on the stock. Okay? That's not how this works. And so I think people will figure that out over the next 10, 20 years. Uh just like they did with oil, oil and gas stocks, right? and say, "Oh, we're going to need so much more of this." You know, nope. >> And sort of saying, >> you need a lot more of it, but there's going to be a lot more capacity that will come on over the next 10, 20 years. A lot more. It'll get more expensive. And then ultimately, those companies will continue to trade at very low PE ratios. Like those companies, you're going to do the same thing oil and gas stocks have done forever. Trade at PE ratios in the, you know, 8 to 14 range. 8 to 14. Like that's kind of where you're stuck >> angle. If you look at some of the assets, uh the alternative assets like gold, silver, uh you know, they're all down. Um I don't know if it's just really sell everything, see how Iran story unfolds from this weekend. I'm not clearly I'm not really clear on that. But when markets go through correction, and you're actually calling for a big correction, uh I believe 10 to 15% correction sometime later this summer. >> Wait a minute. I thought it was up to 20%. >> How do these assets behave? Because they have really corrected when stock markets kept it turnurning higher. >> Yeah. Um, you know, again, if we zoom out, gold and silver had big moments last year. You know, they unusually rose while the stock market was rising. And as you know, there was even a bit of a mania around silver and beliefs in structural shortage. And as silver and gold prices made some highs earlier this year, I think investors, especially long-term holders, are taking profits. So to me I think it is a rotation because gold and silver outperformed their role as a store of value. You know they became riskon assets. Um there I you know we believe there is a lot of mounting evidence that there should be a pretty sizable normal correction in this in the US markets later this year. Uh it's part of our view that this is a three-phase market. you know that we can get to 7,700 on the S&P decline 10 to 15% which is a normal draw down and then rally above 8,000 by year end uh because of the AI story remaining intact. Uh many groups and sectors have already been in rolling corrections so they may still participate on the downside but they won't necessarily lead to the downside. So to me uh >> I'm kind of in the camp that like for instance mag 7 >> right >> may not decline as much as the broader market >> h so it's tough I mean if if what he's if what he's talking about plays out right you get um 10 15% 20% whatever correction in in the stock market what stocks are going to get hit? Listen, everything and especially big tech, like you can't you can't get the SP500 to fall 15% and not have big tech get hit. They're the ones that control the whole stock market. So, a 15% decline in the S&P 500 means Nvidia's going down, Apple's going down, Google's going down, Meta's going down, AMD is going down, Micron's going down. They're all going down. All of them. This is impossible to not. So, like it's it's actually not even a very intelligent question about like, well, what happens to these stocks if you get a 15% correction in the S&P 500? They're going down. It's just math. It's not even like an opinion. It's math. You say, "Okay, S&P 500 goes up 15% between now and the end of the year." You know what stocks are going higher? Uh, big tech. It's math. It's not like an opinion. It's math. the the whole stock market's dictated in terms of, you know, if you're talking about 10, 15, 20% in decreases or increases in price, it's all dictated by big tech. That's where all the the the waiting is. It's all in Nvidia and Apple and all the big tech companies. So, you know, it's just mathematics. Okay, next up here, AI field rally to continue into 2027. >> And these chip names over the last few months, it was kind of the opposite effect. You seem to had this euphoric sentiment and everybody was wondering are the fundamentals going to match it. Now we're getting proof of life that the fundamentals are there but everybody for some reason still seems to be looking for the door. Is this just profit taking or is there something more significant going on with regards to investor sentiment? >> The profit taking is a part of it. Uh but investors just overall are concerned. They there's a notion in a sense that because we're spending so much because earnings for these companies have gone up so much that can't possibly continue and we would argue that we are seeing signs that there is a lot of activity a lot of real economic activity happening around AI. If you add up the revenue run rate for OpenAI and Ananthropic and maybe pieces of Google and and Meta that are relevant, XAI that are relevant, you get to about a hundred billion dollar revenue run rate. That number was zero two years ago. So clearly there is real economic activity happening, which is to say the companies that are buying chips will likely continue to buy them. And specifically in memory, we're not making nearly enough chips and we won't be making nearly enough chips at least for the next year or two. So the fundamentals are still very good. Indications are that they stay that way, but investors that have gone through this long ride are now worried that maybe the ride is coming to an end. >> Well, I am curious. I mean, we are I mean, we got the update from TSMC. I get the full earnings report in a couple of days. ASML uh over there in Europe also scheduled to sort of put its cards on the table I believe on Wednesday uh uh US time. Is there a sense here that we can divine something from those earnings reports uh that feeds into what we would expect out of Nvidia and Qualcomm and Broadcom etc. >> Yeah, absolutely. And those results are very good and continue to be very good. In fact, again, all semis all the semis that have reported anytime recently have reported uh accelerating revenue growth because the the purchasers of compute the Amazon, Microsoft, Google, Meta, etc. are buying more and more and they're likely to continue to say that. So, in a couple of weeks, Google will report that, Microsoft report. What they're going to probably say is, look, our capex is probably going to go up next year. It won't go up as much as it did this year, but it's still going to go up, which is to say the demand for semis will will continue at least into next year. Now, we what happens after that? Obviously, there's a big debate in the market. Are we close to a peak? Is the peak in 2030? We see the opportunities in the stocks that are priced as if the cycle is peaking. And we think the stocks that are overvalued are the ones where there's an assumption that when the cycle peaks in 2030. So Nvidia, Micron, SK Highix are priced as if we're rolling over in the cycle. That makes them the opportunity. Intel, Cerebrus, a lot of the semic optical, nuclear names are trading as if the party's going to go on at least till 2030. That's where there's more risk. >> Well, Gil, you're touching on something that I've been wondering about. you know, once we roll into some of these reports from the big heavyweights in the tech space, you know, and you hear in your expectation that they're still committed to their capex uh plans. Do you think that will be enough to reset sentiment? Because again, as Roma pointed out, as you've pointed out, the fundamentals are there right now, but it's just the stock that's not responding. >> Yeah, I think they need to thread the needle. So what I would expect, let's use Microsoft as an example because it's their fiscal year end. So they're going to guide 12 months ahead on capex and revenue growth. If they say Azure is going to grow more than 40%, it's going to accelerate and capex is going to decelerate, grow less than last year and less than 40%. That's a very positive message. That means AI is working. Microsoft's getting a return and they don't need to continue to accelerate capex in order to achieve that. If they can deliver that message effectively, it should help the entire AI sector. >> Well, Gil, you also uh made the point that you think about how some of these names are trading, they're acting as if, you know, things are already rolling over. And I feel like one of the narratives that's haunting some of these memory stock names right now is that memory typically has been a very cyclical industry. Uh and uh you've heard that from maybe some more bearish commentators on the street. I wonder whether you think that uh the the sector overall has been able to escape some of those those patterns. >> Listen, before we go further here, something very important. If you want to understand why certain groups of stocks move up massively, uh, then start trading sideways, start going down, right? Like talking about with, you know, kind of chip stocks and memory stocks and things like that that's going on right now. You got to understand something very important. Listen, you got to have the next catalyst. So stocks will make a, you know, chip stocks, okay? memory stocks and AMD and a bunch of them you know they all go and make a massive run right okay so semiconductors go on a run especially if it's anything in relation to AI right so memory chip companies get put in that companies like AMD companies like Broadcom get put into AI related chips right um okay exciting right they make a massive move then what happens is the the momentum from the last move fades okay and so you have a sideways or down cycle that happens and sometimes that can last weeks, sometimes that can last a month or two. Now you need the next catalyst, the next exciting thing to happen to get the group moving in the right direction again. So the question is what could be the next thing that gets these stocks to roar higher again, right? Got to be a catalyst. Well, a catalyst could be guess who? AMD. AMD. If let's say hypothetically AMD comes out in their next earnings and has an absolute banger guidance, which I think they're going to do, all right, you got to the next catalyst. AMD will roll higher. You'll see AMD with a six in front of it or maybe maybe even a seven in front of it, right, after the earnings and that will give a lot of momentum to the whole space. So that could be the next catalyst. On the flip side, if if let's say AMD comes in and just beats numbers by a little bit and their guidance is just a little ahead of what Wall Street was expecting, AMD will fade. Memory stocks will fade. There will be even less excitement about the whole chip trade at that point in time. So, I think AMD is really the next stock to really ignite another big move up for the chip stocks. If we're going to talk about between now and the end of this year, the next big role. It's not I don't think it's really going to come from memory stocks because we already know it. Like everybody already knows the memory chip stocks are, you know, have great earnings are going to keep having great earnings. Uh we already know the situation with Nvidia, right? We've known that for years now at this point in time. The ne the next one is AMD. AMD has to start coming in with some shock and awe guidances over the next two quarters. You get those stocks to fly into year end and maybe even into Q1, right? Um that's what you need. you need the next catalyst otherwise it just kind of starts to fade and then these stocks just kind of start moving up and down but they don't go anywhere in the end right okay let's >> that it has historically had >> all semis are cyclical but I would argue that now as we sit here today memory may be the least cyclical at least for a company like Micron that got that went up uh into its earnings call and said look we signed five-year deals we exchanged a little bit of the upside to eliminate the downside side. So all semis are cyclical. GPUs are cyclical. TPUs are cyclical. CPUs are cyclical. But memory is now being sold in fiveyear deals. So it is actually less cyclical than all those sectors. And yet the the long-term memory is persistent here, which is why these stocks are trading at such a discount. CPU stocks trading at 40 times earnings and more. Memory stocks trading at eight times earnings or less. In spite of the fact that I would argue CPUs are now more cyclical than memory. >> Well, it gets to this idea then I I mean if we are seeing a real transformation here in that relationship Gil, do you have confidence though that that is indeed are we going to be talking about this 10 years from now in the same manner? uh the idea that it's a bit more of an asyical or less cyclical industry or are we kind of diluting ourselves into just what is basically still a cycle just a much more prolonged one. >> Yeah, I I'm not arguing that it's not a cycle. This is just a nation. >> The fact that this is so ridiculous. Let me finish them out. And >> the thing is that when you build a lot of supply, sometimes you build it ahead of demand. There there will be a cycle at some point. It's just the level that the cycle is happening at is much higher. And again, for a company like Micron that's using its current market power to lock in five-year contracts and eliminate the downside from the cycle, that's a much better view. So, >> the jokes rate themselves sometimes. You really flip my flapjacks. This is ridiculous. Like, I hope everybody sees what's going on here. Okay, listen. This man's trying to make an argument that like memory chip stocks are, you know, not not cyclical anymore and their business aren't cyclical. Meanwhile, he's bragging about Micron's uh trying to do these commitments. A lot of them are commitments supposedly, but contracts commitments, I don't know. But anyways, for multi-year, right? Five years. Why would you do that? Because you're in a cyclical industry and you got cyclical products and you know there's going to be pricing pressure coming in. So you're like, we better lock in at these sorts of prices with our customers. That's why you do that. So that in itself proves how cyclical this industry still is and is going to continue to be. If this industry wasn't cyclical, Micron wouldn't lock in 5-year deals. They say, "You can get what you can get now. Come pay even bigger prices next year. Come pay even bigger prices now." The fact that they're protecting the downside proves how cyclical this whole thing is, right? Like Apple wouldn't just be like, "Oh, you know, we're going to lock you in at these prices for iPhones for the next five years." Like, no. Because, you know, five years from now, four years from now, three years from now, they probably think they can get even more for their iPhone and even more and even more, right? And so that just proves like how cyclical it is. like a oil gas company, if they could lock lock in fiveyear out contracts, they would because they know like, you know, if they can get a decent price and protect themselves from downside risk, of course they're going to do that. So, oh man, that was that was uh that was Oh, these Wall Streeters are something, man. They're really something. Okay, so next up here, let's talk about public account. Let's talk about if I had to eliminate one stock. You forced me to sell one stock 100% in the public account today. What what stock would it be? Let's talk about if you force me to go all in one stock between now and the end of the year, what stock am I picking? And then for the next five years, okay, let's play this game out. All righty. So, looking at the public count here, you forced me to sell all one stock. It would be between Google and PayPal. likely Fubo is a potential, but Fubo, the thing is with Fubo, now they got rid of Gambler, I wouldn't be surprised if the company goes beast mode now for the next year or two. So, that one's um I almost think of it a little bit more as a risk now. They got the Disney person there in terms of risk to the upside. So, that would kind of make me like, do I really want to sell? Um but Google, in terms of Google, my thought process is not that, oh, Google's going to crash over the next couple years, you know? No, like Google stock should do fine. It's just I already have so much exposure to Meta and Amazon that having Google is kind of a little bit of overkill here. So like that one I could make a strong debate for selling once again, not because I think it's going to do bad, just because I got so much exposure already to Meta and Amazon, right? And then PayPal comes to mind and and PayPal is just a very cheap stock. Like the stocks forward piece probably eight on PayPal. Again, it's a dirt cheap stock. Let's take a peek here at get a PayPal. PayPal 4P9. You know, it's a dirt cheap stock. They put up good numbers quarter in and quarter out. It's just like will they ever be able to get out of this like kind of singledigit PE range? I don't know. Like they need a catalyst. They need something, you know, that excites investors to say, I got to go buy PayPal. They just haven't been able to do it. So, I have doubts about that. The Alec Chris show, you know, there was a lot of excitement and hope around him and I had a lot of excitement and hope around him, too. And he just wasn't able to get the company's numbers to the place, you know, we hoped and he'd come in from into it. And so, yeah, if you forced me to cash one, probably have to go with PayPal. Like I said, it's either PayPal or Google. So, yeah. Yeah, Palanteer is pretty attractively priced now at this point in time. Um, okay. So, next up here, one stock I have to go all in, $4.6 million between now and the end of the year, and then we'll talk about five years. Um, if you force me to go all in one of these stocks between now and the end of the year, you know what it is. I probably have to go all in AMD. probably like AMD's probably got the cleanest setup between now and year end. You know, they're the ones that should come in with the shock and a over the next couple quarters. They should continue to see the momentum. And so in the short term, that is, you know, over the next six to nine months. And so probably AMD, you know, if it wasn't going to pick them, I would probably pick E.L.F. ELF is another clo that's a close second. And the reason is ELF usually sees momentum between you know kind of like usually that stock kind of bottoms around like spring because they'll come out with this guidance number. It's like low ball guidance and then they come in and they play this game of beat the numbers, beat the numbers, beat the numbers and the stock just continues to go higher as the year goes on. So I think ELF will exit this year likely 100 plus. So ELF is a close second. It's not as clean of a setup as AMD, though. AMD is a much cleaner setup. So, that covers between now and year end. And then we say, "Okay, I you forced me $4.6 million all in one stock for the next five years in this portfolio." Oh, boy. It's between Meta and Amazon. Is between Meta and Amazon. No question. No question. It's between those two. And that's tough. That's a tough one. Uh I think Meta has more upside potential over the next five years. I think Amazon's safer over the next five years. So that's how I would kind of look at those. And if you forced me said, "Come on, you got him to do one." I'd probably go meta. But it's close. It's close. It's really close between those two. But I probably go meta. Okay. All righty, guys. I appreciate you joining me as always. Thanks so much for being here. Hope you enjoyed today's video. Uh once again, the private group, we have 68 people so far on the wait list. If you want to join the wait list um for when the private group opens back up to new members next week, that will be the pinned comment down there and jump to the front of the line. And then also, NACE released our home tour from my Summerland home. Uh he released that a few days ago. Looks like about 136,000 people have gotten to see it yet uh so far. So, if you want to enjoy that video, go ahead and check it out. All righty, guys. Much love and have a great day. Next time I see you, I'll be in Vegas again.

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