Investors life will be changed by this stock‼️

Flipping flapjacks on a cruise ship. Oh yeah, baby. I am back. Just got back from those. I don't know if you guys ever done one of these before. It's like a three night cruise. You leave out on a Friday, come back on a Monday, go down to Instant Out of Mexico, out of Long Beach. Took the kids on one of those before they get uh started here with the school year, which is fast approaching. So, they had an absolute blast. But I'm happy to be back. And you know why? Because we got a lot of big stuff to speak about in this video here today. And we got a lot of big stuff going on this week. Okay, listen. Public account. We're a sneeze away from an all-time high. We're getting pretty darn close. Okay, $4.533 million up $121,000 here today. That's a holy smokes ain't no jokers. Congratulations to everybody at alltime highs in your portfolios or pretty darn close. Oh yeah, baby. We're going to be breaking some records here shortly. Look at SoFi here today. Another 10% move up for SoFi. That one's continuing to see very strong momentum. $9,500 move there. Meta was up $33,000 for us in the public count here today. 6% move. Amazing. Zong continues to run. $19,000 plus dollar move. That one's now over a double up in the public count up. Now up $222,000. You know I love all those twos. Cheesecake Factory with a legendary move. Another $11,000 up here today on Cheesecake. 3 plus% up now 157% on the cake. That doesn't even include all the dividends we've received over the years in this this stock. So, congratulations anybody that's been along for the Cheesecake Factory ride. Service Now continues to run and see momentum. That one's now up $17,000 for us in the public count. AMD, are you ready? 600 plus this week, baby. We're ready to go there. We're ready for 600 plus this week. AMD now up $953,000 on AMD stock. That one continues to move and groove. I posted this on X. Not sure if you guys follow me on X. Got 200,000 views. I think this was a day. No, this was How many days ago was this? This was like I think five days ago now or so, right? I said SoFi and AMD are looking tasty today. Heck, MU is even tempting at $777. I mean, AMD that day reached the low $400, right? So that day was $15. MU that day was under $750. What a move up for those stocks. Three core subjects in today's video. We're going to speak about Palanteer. What's going on with Palanteer? Where's that stock headed from here? Two, I'm going to give you I've been wanting to do this for a while. My ultimate 10 stock GBD portfolio. What 10 stocks would I put in it? I cannot wait to share this with you guys here today to try to build the perfect 10 stock portfolio. What would I put in it? We'll speak about that, okay? And I'll show you every single stock I put in it. And the third subject up here is I got three stocks that are ready to move huge and my expectations for these stocks and how big and drastic the moves will be. Listen, I prepared this video. I just got home, okay? I prepared this video in the middle of the desert. It was 118 degrees outside. I had to have my wife drive, okay? And all I need from you to do is just smash that like button, hit that little thumbs up icon. I hope you can do that for me, okay? Make sure you subscribe to the channel if you're not already subscribed with the notifications on, all that good stuff. That's all I need from you, man. Prepping videos for you guys in the middle of the desert. Come on. I got a bunch of goodies for you guys in the description area down there. If you're looking to apply join my private group, I got that down there. If you're looking to join my Patreon, got that down there. If you're looking to follow me on Instagram, I got that down there. If you want to follow me on X, I got that down there. And additionally, I got a bunch of free workshops for you guys down there as well. So, enjoy all that fun stuff in the description area. Palunteer, listen. Legendary. Legendary. Palanteer just reported 93% revenue growth on a year-over-year basis. I mean, it's insane. Absolutely insane. Legendary numbers Palanteer is putting up here. Income from operations, the margin, the income from operations margin was 47%. Adjusted income from operations margin was 62%. Cash from cash from operations 63% margin. Net income, they had a net margin, ladies and gentlemen. net margin 55%. I mean, when I got in the stock market, I'm going to date myself here, okay? I got in the stock market 18 years ago. Listen, no one had 50% plus net margins. Give me a break. That wasn't even you couldn't even conceive of that. If you were, when I first got in the stock market, if you were a great company, you had net margins of like 20%. They're like, you're special. 20% net income margins. Wow. Now you got a company like Palanteer coming with 50% net income margins. It's ridiculous. Absolutely ridiculous. But good for Palanteer. Okay. But listen, let me throw some cold water on everything because it's about to happen. The thing I've been saying it was going to happen either this quarter or next quarter. It's here. Okay. And that is their guidance. The guidance came in at $2.162 billion. Okay, now that midpoint's at about 83% revenue growth. An insanely strong number, right? And keep in mind, they'll probably come in and beat that. I don't know, maybe they'll come in and do 85, 87. Maybe they'll come in and do 90% revenue growth. But the issue is they're now projecting for the revenue growth deceleration phase to start. Okay? And that's a fundamental change than what Palanteer has been going through for really the past like three years or so. The past three years, Palanteer basically almost every every single quarter has been accelerating the revenue growth rate. Accelerating. It's just getting higher and higher and higher and higher. And it looks like we finally reached a peak of the most insane revenue growth we could imagine, 93%. And it looks like it's going to start going down as far as the revenue growth acceleration. So we'll likely head into the 80s as you know next quarter then probably into either the 60s or 70s in the next quarter and then we kind of go down from there. And so Palanteer is still in a position to put up great growth for years to go in the future. Let's not get that confused. But the deceleration cycle is beginning and that's a big fundamental change for the business model overall and it's very important everybody understands that. It's a highle subject. So I understand if people are newer to the market in the first few years you're kind of like what is this revenue growth deceleration like you know it matters significantly right and so just something to keep in mind there. Now as far as the income statement goes a plus 93% revenue growth cost of revenue up 54% that's 102% gross profit growth there sales and marketing 39% R&D up 43% GNA up 19% total operating expenses up 34%. That does nothing when your gross profits up 102%. Income from operations exploded to 239% year-over-year. Net income up 224% there. That's insane, man. Legendary. I don't know whether put where to put it. What numbers are crazy. Numbers are crazy. I almost think it's better than that. Actually, I think my calcula I think my calculator might have been broken. 215% EPS growth there. commercial revenue growth 149%. Now, here's a little test for you guys. We'll see how high-end folks are, right? Well, the first test with Palunteer is like recognizing, okay, we're about to start a revenue growth deceleration phase, right? The next one to recognize here is you got to look at something like this. You got to say, what is weird about this? Right? Commercial growth 110% but US commercial growth 149%. This one's simpler, but for new investors, sometimes they might be like confused by this. Listen, what does that mean? You should like your brain should be like doing some alarm bells. What it means is international is hurting the company. That's the thing that's holding back the growth rates from being even more insane. The US commercial guys are are buying Palanteer's products like hand over fist, right? 149%. So for Palanteer to come in with 110% overall revenue growth, you know, it just goes to show like how much more the US commercial is bailing out the overall numbers for Palanteer International is really holding back the company in a significant way. Right? Now, additionally, here we go again. What do we notice? US government revenue growth 90% but U but government growth overall 79%. So we got a holdback again. It's international. So for whatever reason, either Palanteer is not doing a good job of selling outside of America or the companies and government agencies outside of America refuse to use AI products or Palanteer's branding issues outside of the United States of America and that's holding them back. You know, my hunch in regards to this is Palanteer has a branding problem outside the United States of America. I mean, Palanteer has got branding problem in general okay? But and when I say branding problem, I'm really talking about from society, right? A lot of people don't trust Palanteer. They don't like Palunteer. They view it as not a good company. Those sorts of things, right? And it's a much more extreme level in the international markets. And so that's definitely holding back Palanteer's growth rates from being even more insane, right? No, you the the positive spin on this is, hey, eventually the international guys are going to have to catch up to the story and they're going to have to get Palanteer's products, right? It's get Palanteer's products will be left behind. Now, there is something I think is worth looking at here that I think's a little I don't want to call it scary, but it's worth looking at. Right? I was looking at US commercial customer count growth. They reported a 9% quarter just a few quarters ago. rate now they're down to 6%. As far as customer count goes, so customer count is definitely slowing down in regards to the percentages, which means you'll probably start getting raw number slow down significantly. I would say likely in 2027. So just something to keep in mind there. Customer count in general, there were 7% growth just a few quarters ago. Now they're down to 4%. Right? So I my opinion what you're going to start seeing in 2027 is the total customer count slow down significantly. So it's not like oh there's no one to attract for new customers. I think you're just going to see a much more of a slowdown from that. Right. Now as far as the balance sheet goes amazing balance sheet. 9.2 billion in cash cash equivalents US treasury securities and no debt. Legendary. Okay. Now I'll say this and then we'll talk about what I'm going to do with Palanteer stock. Listen, the Ford PM Palanteers I would put in a ballpark of 75 to 85 now at this point in time. Okay, I think that's very fair and that's even given tomorrow's likely move right now. My 2025 call on Palunteer, if you've been following me for a while, is this stock's going to be stuck between about 125 and 200 for years? That's what I've stated right. Does this change my opinion? No. the stock is still going to be stuck in my opinion between 125 and around 200 for years to go in the future. And so because the first cycle we had to work through was valuation. Valuation is not the biggest concern. Now 75 854P is insanely rich if you value it versus market but not based upon Palanteer's growth rates. But now we're going to go into a new cycle of a problem. And this is why Palanteer like like let's say you want Palunteer to go 300 400 $500 a share. What makes it very difficult to get it there is customer count's going to start slowing significantly next year. It's already as a percentage start to slow but the overall number is going to start to slow significantly next year based upon the numbers and just looking at the trends here. Right? And additionally the deceleration will get much more severe as the quarters go on. Right? It's just math. It's not like it's, you know, uh, some random guesses. It's just math and how these cycles work. And so that's going to also put a lid on the stock. And so at the end of the day, Palanteer remains, even with these banger numbers, great numbers again, it remains a stock stuck between 125 and about 200. And so that's just what you're going to see for the next several years. You're going to see it for the remainder of this year, next year, the following year. People get excited about Palanteer. They're going to bid it up to that 200ish range, right around there, right? They get depressed about it, they're going to send it down to 125ish, maybe slightly lower than that, but at the end of the day, it's just going to be a 125 to 200 stock. It's going to bounce, bounce, bounce, bounce, bounce, and that's going to be that. Okay, so that's my opinion on it. So, as far as me and my Palanteer shares here, I'm just holding, right? You guys obviously know I took the majority of my profits last year, and my plan is just to hold this thousand shares I have in the public account. I also have positions in at least one or two other portfolios, right? But I'm just holding Palanteer as like just in case it's that $500 opportunity and I'm like the growth rate's even more insane and like they keep accelerating it and like they don't decelerate it right and they just go to 125% revenue growth and 300% revenue growth, you know, I don't see that happening. But just in case because the company is an amazing company, I'm holding that thousand shares there, right? But at the end of the day, my opinion is it's what I thought it was last year and it's going to remain that for the next several years. So, but we'll see. We'll see. Okay. All righty. Next up here, let's talk about my ultimate 10 stock GBD portfolio. Then we'll get into three stocks that are ready for some insane moves and my expectations around those moves. Okay. Number one of these 10 stocks, this has to be a core position in all individual stock portfolios in my personal opinion, right? It is the big dog. Amazing. Amazon has to be a core position in everybody's portfolio. It's a core position in all my portfolios. I I don't know how can't be. I mean, you're dealing with a company that, you know, we look at the AWS revenue growth. It's they're they're in a revenue growth acceleration phase, which is so exciting. We just went through that phase with Palanteer. Unfortunately, that phase is over. With AWS, we still got that phase for at least another one to two years. At least another one to two years of revenue growth acceleration phase for AWS. Oh man, this is so exciting, right? And keep in mind after the revenue growth acceleration phase is over AWS, guess what? It's going to be a massive profit engine and you know company's talking about a trillion dollar a year business. Boom. You have the e-commerce side of the business which just gets bigger and bigger and bigger and bigger and will continue to, right? The a and much more profitable as years ticked on and then really no competition in that market either as far as direct competition in any serious way. And then ad and then the ads business continues to grow substantially and that's a straight profit machine. We know the ads business is amazing, right? Great balance sheet, Andy Jasse leading the company, great team overall. And so Amazon remains a company you have to have as a core position and so it's a big position for me in the public account. Uh $441,000 in that portfolio. So you know it's um you know around a 10% waiting there and in some portfolios it might even be bigger for me. Okay, number two stock you got to hold is, and this one's another core because you got to have two core positions in a portfolio minimum, right? You either got to hold MATA or Google McDougall. Meta or Google McDougall. And so for me, I hold both, but Meta is a big position for me, right? In the public account, that's a little over. We can call it a 10% waiting of the portfolio or significantly over. What am I talking about? Yeah, that's Yeah, no, no. Cuz this is $492,000. I'm up on the position, but then if you take it into account, it's significantly bigger than a 10% position in the portfolio overall, right? And then Google McDougall is a pretty small position for me overall. So Google McDougall, you got to hold one of those two stocks. You know, some people like Meta better, some people like Google McDougall better. It depends, but you got to have those two as a core position, right? Amazon's a must. And then either Meta or Google, right? Number three, I like this one a lot. So fine. You're getting the big growth. You got to have that stock that just comes in and just like big big dog numbers, big dog growth. That's SoFi. You know, latest revenue growth numbers are what, somewhere around 40% roughly. It's insane. And so, they've been putting up insane growth numbers. They likely should continue to. Obviously, when you go through recessions, these sorts of companies get hit. No doubt about that. But remember, this stock is still down 40 plus% from the highs it reached last year. So, that's something to keep in mind here. But SoFi is one of those companies you like you're making a bet on a company to become a banking giant. And that's the trajectory this company's on. When you look at the numbers they come in with quarter after quarter after quarter, year after year after year, it's becomes more evident that this company's on their way to become a financial giant. JP Morgan, a Bank of America, Wells Fargo, one of those like banking giants. And like you look at where this company should head over the next 10, 20 years, like it's going to go there, right? And so Anthonyto just has to keep the company clean in terms of not putting them in big financial risk for the recessions, get them throughout to the other side during those time periods. And oh my gosh, SoFi's got to be uh like a position in a portfolio, right? I keep it as a smaller sized position. You're not going to see me have, you know, the sort of money I have in a Meta or Goo or an Amazon as I would a SoFi because it's a little more dangerous, but I'm still going to have it as a significant position. Number four of these 10, Service Now. I think Service Now is a great stock. It's a growth stock, right? But it's a growth stock with a value component in it. So, I kind of I like some of these stocks that are kind of like combos of like it might be a growth, it might be a dividend, might be a growth, it might be a value, might be a value, might be a div, right? And Service Now, I think is a good example of a growth and a value kind of meeting up. And so, I really like that one overall as a business model and as a long-term opportunity. Next one up here, number five of these 10. This is Netflix. Netflix, this one is a good combination of growth and value. You know, Netflix forward P on the stock right now is probably about 20 somewhere around their ballpark. It's way too low for a company like Netflix that is a double digit a year grower and should continue to because remember Netflix has three ways they grow this business. One is they always are attracting new subscribers, right? Two is they can go up on their subscribers or different plans from time to time, right? And third is advertising, right? That's really a still a newer business for Netflix. They've really only started to build that over the last couple years, but that's going to be very large business for the company over the next, you know, 10, 15, 20 years. And so Netflix can continue to reinvest back in the business for more content for if they want to get more into sports over time, which I think is something they will do because I'll understand, man, that's how you can really, you know, bring your subscriber base up to even a higher level as well as, you know, we're really thinking about and remember if you're sports, I think there's a I think there's going to be reasons for Netflix to acquire more sports over the next five, 10 years, right? Not over the next 5, 10 months, but I think you're going to see more leagues want to be on Netflix because Netflix has the customers, right? And if you're sports team, you're an NBA team, an NHL team, an MLB team, a you know, NFL team, it doesn't matter what you are, you want to get in as many in front of as many eyeballs as you can over time. And especially if you want to grow your base international, right? because it Netflix has a big international base as well. The more eyeballs, the more season tickets you can sell, the more you know, rights you can sell, the more jerseys you can sell, all that sort of stuff. And so I think as a trend over the next 5 10 years, I think a lot of leagues and teams are going to be interested in having content on Netflix over time, right? And I I see the way Netflix is positioning. I think they're position they're kind of going with um let's call it not as popular things and then I think they're going to get more to the popular stuff as time goes on, right? And they're doing a lot of documentaries, you know, they got the Netflix shows, quarterback and receiver and those sorts of shows, right? And so I just look at it and I'm like the natural fit is there over the next 5 10 years and that's going to be something that will be insane for their ads business over time. But I think Netflix really wants to get their ads business to a certain place before they really start bidding on these rights. And um yeah, so anyways, Netflix great long-term company. Number six out of 10, it's a growth. It's Celsius. Celsius Beverage. I like this one a lot. Only up $12,000 on this. I think you know when we look at the stock a year from now, two years from now, three years from now, I think it's going to be a lot higher than here, right? But this is a company that's got great growth, a drink related company, not a business model that you just like disrupt overnight or something like that, right? And of course, it's always energy drinks trying to launch here and there, but at the end of the day, like there ends up only being a few players. Like I started working at Walgreens in 2008, right? Back then there was a lot of different energy drink brands and you know, most of those brands you wouldn't even know about today. Like I remember there was Full Throttle, right? like that was a brand. Uh then there was obviously Monster, there was Red Bull, there was Rockstar, you know, Rockstar is hardly relevant today, right? And that was like a big brand back then. And when I started at Quick Trip in 2010, that was like a big brand. They were like really selling them all. At the day it was just Red Bull and and Monster over the years, right? And there was all these other random brands. I remember, you know, back in the energy drink days like local brands in Phoenix back then. And it's just like, you know, at the end of the day being two companies and so nowadays it's three companies because you got Celsius which owns Celsius and Alani and now they just acquired from Pepsi Rockstar which was they ran into the ground, right? And so I really like that company. I think you got a three- horse race longterm. When I say longterm over the next decade and energy drinks and I think you know three companies fight hard for it and I think Celsius is going to be the biggest winner of the bunch in my opinion. their brands are really positioned well in the marketplace and um yeah so Celsius number six of 10 I think it's a great growth stock to have in there number seven of 10 this is a value and dividend play here it's Estee Lauder Eel Eel Estee Lauder of $27,000 in the stock so far got a long way to run in this one and Estee Lauder they own some of the best cosmetics beauty brands in the world and those brands you know they've been around for decades and decades and decades and it's just about selling of the new generations, right? And they're higher dollar amount brands. So, they're not as much about pushing volume like let's say an ELF. ELF's all about volume, right? Estee Lauder, Eel, they're really about, you know, making money on those products and having great margins on them overall. So, Eel, really like that one overall is a value dividend play. Next one up here, number eight of 10. It's Cheesecake Factory. This is one of the best stocks in the market. Is one of the best stocks in the market. And I don't just mean like on a performance basis, like it's been amazing over the past 3 years. But, you know, when you really think about Cheesecake, the thing that makes it magical is you're getting a value in dividend stock, right? They pay dividends, they trade it, in my opinion, pretty cheap valuation on a forward P basis, two-year forward P basis. But you also look at the company, you're like, I can see how this company grows for the next 10 plus years, right? They could always attract more customers. They can always do more on off- premise sales. As far as the brands, they're as relevant today as they've ever been, if not more relevant, right? They always go can go up on price a couple percent a year to keep up with inflation. So, that always gives you a few percentage of revenue growth there. Then, additionally, Flowerchild has at least 10 plus years of growth ahead in regards to just getting locations out there and those locations comp store sales are going insane. That was up 13% the most recent quarter, right? And then North Italia, that's got another 10-year runway there. Plus, they got a bunch of brands coming behind that. I'm like, you got growth for the next 10, 15, 20 years, but it trades at not the valuations you would think for a growth company, right? Which usually those companies trade at, you know, 70, 80, 90, 100p ratios, like, you know, but Cheesecake Factory, since they don't have the raw number of the big growth, people don't look at it as a growth stock, but it should be viewed as a growth stock because you've got an easy way of growing this company over the next 10. Obviously, they got to execute, but it's you can it's like not a confusing vision to see. It's like build more Flowerchild locations and put up great numbers. It's not complicated. It's like Chipotle back in the day, like uh you know, execute your business model and build more locations. It's a restaurant game. And so, when you got a banger concept, which Flower Childhood's a banger concept, they got a winner winner chicken dinner. Same thing with North Talia, but Flower Child's the biggest opportunity. Flowerchild has an opportunity to be bigger and more successful and make the company more money than the Cheesecake Factory. And that could happen in the next 10 years. And that would be pretty amazing, right? Cuz Cheesecake Factory is one of the most successful, if not the most successful restaurant concept, you know, you really seen over the past couple decades. Number nine of 10, this is mega growth. AMD. AMD. Listen, the stock's up a lot since I started buying it, right? We're up $953,000 on AMD, but my opinion is the stock moves to the $1,000 to $2,000 range, right? If things go really great for AMD over the next few years, we're going 2,000. If things go not as great, I think we're headed to a,000 and maybe 1,200 over the next, you know, few years here. And there's a potential this stock goes a,000 plus in the next 12 months. That's what people don't understand, right? Cuz these semiconductor stocks when they move, they move insane. Okay? And so AMD, you know, you got to you got to own a semiconductor company in in the portfolio. So it's like who do you want to own? Do you want to own Nvidia? Nvidia's got great numbers, but Nvidia's, you know, got a low valuation as well, but they've got margin risk and they've got mar market share risk over the next few years because of this company you're looking at in front of you right now. Okay. So it's like, okay, you could own Nvidia. Then you can say, I could own one of the memory chip companies. You could, but the problem with those companies is they always trade a crap valuations. I always will trade a crap valuations and there's AMD and it's like, okay, I think I'll own AMD, right? So, that's mega growth. And then number 10, you know, you kind of always got to have a spec in a portfolio, like something that gets you going. Cheap stock under $5 club, right? Something in the goolog. And that's Honest for me at least, right? That that one I look at as like that cheap stock. But the thing that I really like about Honest is it's not a spec in terms of the normal spec stocks you usually have because usual spec stocks are like horrible balance sheet, like losing a ton of money, might go bankrupt. Like Honest should make, my guess is tens of millions of dollars of net income over the next year with having a great balance sheet and improving margins that are really starting to, you know, trend significantly higher. I think Honest is a great spec stock and I think that one exits this year at $5 plus and likely longterm it's a $10 to $20 stock which is significant upside from a $3 stock as it is right now. Right? So, you know, if we're going to play on the spec the spectrum, I like to play on the safer side, right? And I feel like honest is that, right? No, I always get one of these comments whenever I do one of these uh you know, one of my favorite stocks. I say, "But Jeremy, Jeremy, Jeremy, there's no stocks you don't own on that list." But here's the deal. You know why? Because if there was really great stocks that I thought were huge money makers over the next few years, guess what? I would own them. I would own them. It's as simple as that. Like, like the stocks I believe in the most, I'm going to own them. That's how it works. And so, you know, if there was some magical stock that I'm like, "Oh my gosh, this stock, I think it can go up 400% over the next four years." Guess what? I'm going own the flipping flapjacking stock. It's as simple as that. So, I'm not just going to make a list and throw in stocks that like are stocks I don't believe in just because I'm like, "Oh, I want to throw something in because it's different than what I own." For what? I'll throw Apple in the list for what? I don't think Apple's a great gives you a great ROI over the next 3 to 5 years. Like, okay. Like, why would I throw it in the list? Like, just because I don't own it. So, anyways. All right. Next one up here. Three stocks that are ready to move huge. And what are my expectations here? Okay, listen. Number one, AMD. AMD, their quarter is about to come out right now. Expectations for this quarter, 11.3 billion. Don't be surprised if they beat that, you know, easily. But the next quarter, analysts are at $12.5 billion. I don't see how AMD doesn't do $15 billion plus next quarter. I don't see how they don't do 15 billion plus. You know, the highest analyst estimates out there seem to be like 14 billion. And I'm looking and I'm like, uh, I think even the highest number is low. I think they'll end up doing $15 billion plus. I don't think anybody's ready for flapjacks, right? The following quarter, analyst have them at 15.6. I don't see any way they do don't do over $18 billion that following quarter. And the following quarter, analysts are at 16.8. I don't see how they aren't over 20 billion by that quarter. And the following quarter, analysts are at 18.5. I don't see how they earn over $25 billion that quarter. So, I'm looking at AMD and I'm like, dude, I think the analysts are way off sides here. They they've they've totally misunderstood AMD this whole time. We have to acknowledge that, have they not? Of course they have. Their price targets were all wrong. Their projections were all wrong. Their understanding the business model and what Lisa Sue was up to was all wrong. They were all wrong. And now we're starting to see the truth. The truth is coming out week by week, month by month, right? and year by year. And so I think they're wrong again with these analyst estimates. I'm looking at I'm like they're way too low. They're way too low. They're way too low. Like it's not like it's a small amount either. You know, if it would be one thing if it was like you know you're at $12.5 billion and Lisa Sue is going to say we're going to do $ 122.9 billion next quarter, right? I'd be like, dang. Yeah. I would be super disappointed by that. But I look at that next quarter and I'm like, I don't see how they don't do $15 billion plus cuz you got the GPUs really hitting, right? And then you got the CPU demand really hitting. And then every single one of these quarters from here on out is like with the analysts are way too low. Way too low in my opinion. And then you have to adjust all your 2027 numbers. Right? So baby, right? And so there's a reason I'm talking I keep talking about I think AMD is going 600 plus this week. I truly do. And maybe it doesn't happen, right? And so is my AMD investment over if it doesn't go $600 plus this week? Of course not. It's been amazing for me. It will continue to be amazing for me over the next few years. But when I look at it, I think we're going to get shock and os for the next several quarters for AMD. At least the next two, if not the next three quarters, I think we're going to shock and all guidances and people have no clue what's coming here. And they're going to be like, "Oh my gosh, like AMD's doing way better than we thought it was." Right? And when that reality hits, Wall Street's going to look at the stock as the hottest stock in the market that you got to be part of. the memory trade, the memory trade is it still can go a leg higher or two from here. So I don't want to say the memory trade's done, but it's played out, right? Like no one's excited about the memory trade play. It's just like, oh, there might be more money to be made there, but it's not like that's the exciting one. That was the super exciting play, right? Prior to that, it was Palanteer. Prior to that, it was Nvidia. AMD's next. And AMD's obviously already started the move, but it hasn't really got that everybody in the stock market's talking about it. I think we're about to have that mo moment over this next six to nine months where it's going to seem like everybody's talking about AMD. Like top of CNBC shows are going to be talking about AMD, AMD, AMD, AMD. You're not going to be able to hear enough of it. Okay, so that's first one up here. Next, this one is Celsius Holdings. Celsius Holdings, they report earnings this week. Listen, I don't have a strong opinion on this quarter's numbers or next quarter's numbers, but I think analysts are way off again. And this one's in regards to their understanding of long-term growth rates for Celsius. Analysts have them at singledigit growth. Basically, they have them at double digit growth for these next two quarters and then after that single digit from there on out. And like I don't think they studied Monster. Monster was I used to own that back in the day when it's Hansen's natural beverage, right? And I don't think they understand when you have multiple brands like Celsius does, right? You got the Celsius brand, you got the Alani brand, and then Rockstar if they can revive that. We'll see what happens with that, right? I'm not going to get my hopes up there, but you always have a few different plays. One is going up on price a little bit over time, right? Two is selling more volume for one brand, and the other is selling more volume for multiple brands, right? And then the other, you have another growth lover here, which is getting into more locations in the US. There's always more shelf space to gather, right? And there's always more locations to get into. And the last one is, and this one is not tapped by Celsius that much. Still significant. It's still a very small percentage of the company's overall revenue. And you know what that is? International. So as Celsius gets bigger international and then Alani gets bigger international. That's another lever of growth that I don't think analysts are taking nearly serious enough. So I look at Celsius as a company that should be able to grow double digits a year. It's just a question of like is it 12% 15% 20% or 25% a year for years to go in the future like that put us all the way into the 2030. So I think analysts are way off there and I think they're going to have to come to conclusion over time. Right? So my view is Celsius is a $50 plus stock next summer and longterm this is a $100 plus stock in my personal opinion. So the stock in the 20s you know my opinion is any shares they sell me in the 20s I just have to say thank you. Thank you. Thank you for selling me Celsius in the 20s. I very much appreciate you. Okay, next one up here. This one also reports earnings this week and it is Elf on a shelf. Okay, now there's another one. I don't have super strong opinion on this quarter's revenue number next quarters, but I know analysts are screwing up bad here. Okay, I'm looking at these analyst projections here. 5% revenue growth three quarters out and then 6% 8%. I'm like, oh my gosh, what are you guys doing? ELF. ELF. Okay, so ELF one shelf space shelf space expansion, right? Like this is a company that underells in almost every retailer. They they they way oversell for what their shelf space allocation is, right? Additionally, price. They can always go up a little bit here and there on price, right? Additionally, international expansion again, right? Additionally, more locations. There's always another retailer to grab out there, right? Additionally, new products. They're always launching new innovative products that, you know, become the next big thing. Next up, uh, um, Road. Road is arguably the hottest brand in cosmetics right now, and that's Haley Bieber's company that they acquired from her. I mean, that one should continue to have a great, you know, growth trajectory for the next several years. And then they own other brands as well. And then international expansion of those brands. So, I mean, E.L.F., I just think they're way off in regards to this one. There's another one I look at that is an easy double digit a year grower for put us into the 2030s. And so I think there's going to be that realization that comes about. Now in regards to Elf on a Shelf, here's the other thing, right? This stock has this weird thing where it'll go really low in the late wintertime into the springtime and then it goes on a ripper rally, you know, through the summer to about January. And we're in that run already. The stock bottomed a few months ago. The stock bottomed actually not even a few months. Yeah, it was a few months ago now. A couple months ago, it bottom back June. So, it was right about two months ago, right around this time, right? Early June. I think it was June 5th. Stock bottoms in the 40s. And since then, it's up to 82. My opinion is the end of this year, it exits this year somewhere between $1 and $140 a share. And so, it's on its run now at this point in time. Right now, there's a lot going on. There's going to be a lot of earnings coming out. Make sure you guys are checking for my reaction channel as well. This week, Jeremy Lefay makes money. And I know a lot of you guys are subscribed over there as well and you watch all the videos that I release on that channel as well. But keep in mind like AMD earnings, I might cover them on this channel rather than on the main channel. ELF I might cover on the reaction channel and same thing with Celsius, right? And so just be aware that channel might come in key this week. Okay. I hope you guys really enjoyed today's video. I appreciate it. I'm happy to be back from that cruise experience. And uh once again in the description area down there, if you're looking to apply, join my private group, you want access to all my course curriculums, access to my private Discord chat, exclusive weekly videos, all that good stuff, you're going to apply, join my private group, as well as access to thousandx.com. If you want to join my Patreon, see the moves I'm make making each week in the Patreon portfolio, you can subscribe there. If you want to follow me on Instagram, that's there. My X page is linked there. I point post a lot of stuff on X. And then also, if you want some free workshops, I got them there. All righty, enjoy. Much love and have a great