A Shocking Market Move is coming & Everyone is Asleep‼️

You got to love when the market's setting up for some big boy moves. Howdy ladies and gentlemen. Hope you're doing phenomenal out there as always. Got a few subjects to speak about in this video here today. Uh right off the bat, I just want to talk about some stocks, some interesting things I'm seeing out there in the market. From there, what we're going to get into is I want to react to this video here. I think we can get to 10,000 on the S&P 500 in the next 18 months. Looking really forward to reacting that one from an hour ago. That should be uh very, very intriguing. Tom Lee talking about S&Ps on its way to 8,000 and then a 10% pullback. Looking forward to share my opinions and perspectives on this and do I think that is uh very possible. And from there, I want to go ahead and talk about some of my favorite stocks in the market that are priced under $30 a share. So, uh yeah, a lot to get into in today's video. I just want uh to tell you guys I appreciate you and all I need from you is just one thumbs up. I hope you can do that for me. Get this week rolling, okay? I just need a little smash that like button. Make sure to subscribe to the channel and all that good stuff. And uh let's get rolling here. Okay. All righty, ladies and gentlemen. So, looking at guess what I'm looking at? Celsius, the wealthiest uh Celsius stock starting to come back to life. Uh pushing very, very close to 30 bucks a share now at this point in time. So, that's very early moves in regards to this one. Do keep in mind Celsius, you know, just a few weeks ago was down to kind of that low to mid20s, that kind of mid 20s. So, we're we're definitely bouncing off that. You're definitely seeing more and more buying pressure come into Celsius. And um you know, as somebody that wants to be in that stock for the next several years, like nothing that happens short term with Celsius is that interesting to me from a perspective of selling the stock. Um like Celsius could go to 40 bucks tomorrow and I would have 0% interest in selling any shares. I believe Celsius longterm is going to $100 plus a share, you know. So, anything around here is just irrelevant. I want to continue to gobble up shares of Celsius and make my ownership position in that one bigger. ELF continues to be incredibly strong. Remember this one bottom back in June, early June at $49 a share and since then it's just been up up and away. Uh don't be surprised if I see a one in front of that stock soon and it's 100 plus dollars a share. Other than that, Wind's been showing some momentum here recently. I think there's going to be more and more momentum that comes in to win as you get closer and closer to the uh Middle East property opening next year and so just something to kind of keep in mind there. It's a big huge opportunity for them. Uh Amazon continues to be one of the stronger stocks out of the Mag 7s because of that AWS growth rate, right? So that one continues to show show momentum there. Estee Lauder, say it louder for the people in the back. Listen, Eel, this week they're reporting earnings, so be ready to rock and roll for EL. I'm looking very forward to those earnings. That's a company I love for the long term and um you know that one bottomed last year in in the 40s and ever since then it's been a a very strong stock. Like it has these pullbacks here and you know now and now and again but at the end of the day like Estee in my opinion over the long term is going a lot higher than where it's at right now. Other than that I was looking at memory stocks here today continue to show momentum with those stocks. Micron MU congratulations to anybody any MU shareholders out there. stocks back over $1,000 a share and uh still down quite a bit from its all-time high which was over 1,200. So, we can say it's still down about 20% from its all-time highs. SanDisk is still down a lot more. But the good news if you own those stocks, they are starting to show momentum again and come back to life. But it is coming at a cost and the cost is SAS stocks, right? You know, you get those memory stocks moving higher and guess what? Service Now down, Adobe down, Microsoft down, Intuitit down, right? Salesforce down. you know, when those memory stocks are really weak, the SAS stocks were rolling and then now we've kind of had a flip happening here and it's just like the SAS stocks, it seems like money comes out of them, goes right into SanDisk, Micron, those sorts of stocks. Okay. Okay. So, let's react to some Wall Streeters. I'm going to share my opinion perspectives here. Then we'll talk about some of my favorite stocks under $30 a share to buy. By the way, if you're wondering what the heck is this down here, well, I just had to buy more seven figure awards. Congratulations to everybody in the private group that's been hitting seven figures plus in your portfolios. Uh we've sent a ridiculous amount of seven figure awards uh just in the past six months. So we went through them a lot faster. I didn't think I would have to order more sevenfigure awards until the end of this year. And so the fact that already in August I had to order more seven figure awards shows how many people are really taking their financial game up to another level. So congrats to all you guys. If you're looking to join private group, by the way, that will be the pinned comment down there today. You can click on that, fill out a form. Let's get you in there. Let's get you up to a much higher level than where you're at. access to all my course curriculums, private Discord chat, all the six, seven, and eight figure members. I'm starting an eight figure club here soon in the private group since we're starting to have a lot of members hit 8 figures plus in their portfolio. So, we'll get that rolling pretty soon here and um access to a lot more other than that. So, that'll be pinned comment down there. Filled a form. Let's get you in there maybe later on this week. He had already taken his target to 8,400 for 2026. Says we're going to 10,000 or beyond by the end of the decade. The roaring 20s in full effect. Why? because earnings are amazing. Evercore this morning, long-term stock market trend continues to be higher. We have the potential for a FOMO driven overshoot. >> S&P 9000 is attainable in the next 12 months. Even if you don't overshoot on a valuation standpoint, >> Joe, what say you? >> I think you can get to 10,000 in the next 18 months. Um, I see no reason why why not. Um, I agree with the >> Hold your horses one flipping flapjacking moment. Listen. That's a huge call. 10,000 S&P in the next 18 months. Like, that's a huge call. A huge monumental call. I mean, my gosh, that's a big call. You know, that's what um, you know, 30% upside or something crazy like that uh, in the next 18 months for the S&P. That's a big call. So, do I think it's possible we go 10,000 in the next 18 months? Possible. But I I'm not as optimistic necessarily on the overall market. Um, you know, after this year, for the next, you know, I say two years, one to two years as far as the whole market, right? I'm very optimistic on a lot of smaller cap stocks, a lot of midcap stocks, but in terms of the top of the market, I'm actually not as optimistic just because the capex continues to explode. All the big tech companies like the Mag 7 type stocks are all going to have huge likely negative free cash flow next year, right? Um the earnings per share is going to start to be hurt substantially because of all the spend really hitting that depreciation line item. And so that hurts, man. And so it's hard to be super bullish on those particular stocks and then you know I think people will get more worried about the chip trade next year and after and that will start to be a hold back and so you know I wouldn't be surprised if a lot of the chip related stocks top at the end of this year or the beginning of next year and form a multi-year top. And so then it's like what do you have to really drive the market higher? Apple. I mean, is Apple really got much upside? The Ford P is in the 30s for Apple right now, and growth rates next year are going to be likely be a lot lower than this year. So, I don't know if there's momentum there. So, I don't know. Like, I'm just not super super optimistic about the top of the market, which is really what drives S&P 500 returns uh really next year. I think you could see a lot of momentum coming to a lot of the small caps, the value stocks, the dividend stocks, the midcaps that have a lot of those stocks have floundered last several years while the top of the market had a party, right? And um that's the way the stock market rolls though. You know, certain stocks are the ones at particular times and then they're not the ones and then new group catches fire, right? And so that's kind of my opinion perspective. It's possible, but I'm not that optimistic on the overall market after this >> presentation of earnings being at really a historic >> really for like a 1 to two year span from the top of the market >> pace for the last seven quarters. The the market is kind of settling in as you move towards the back end of August. I think a lot I'm hearing a lot of people say, okay, look at the market and maybe this is the opportunity to sell. There's universal bullishness and that's the reason to sell. And I couldn't disagree more with that. I think really what's happening as you move towards the end of August is the market's becoming more tactical. Okay, the market is identifying opportunities and maintaining those opportunities. So, memory came back last week. Optical came back. >> We're maintaining that position. We're rebuilding positioning. The bullish momentum remains in place. Energy, we've spoken about the refiners. Same example there. Rebuild positioning, maintain positioning. And then financials. Look once again today. I'm looking. You've got Bank of America, 52- week high, State Street, Charles Schwab, PNC. So, there's strength in financials as well. The market is more tactical. And just because it appears as though maybe volatility and the environment is a little bit slower, the market's not moving as fast. That is not a reason to sell. That's actually indicative of a market that is waiting to reacelerate as we move into the fall and broaden out once again. >> Okay. Um, thankfully Weiss is not maintaining his positioning uh because he is no longer blending in with the wall. So, we appreciate that. Appreciate you putting a new piece of art up. Weiss, what about you on this market? Uh, Yardi, 10,000 by the end of the decade, 9,000 by the end of the in 12 months for Evercore, 10,000 from Teranova. People are pretty bullish. I asked a question. Too bullish or just right? You know, >> before we get into uh Mr. Short Hills Capital here, okay, listen, listen. I don't like it. You know what I don't like? I don't like all this bullishness talk. I don't like all these 9,000 10,000 calls. I don't like it, man. I don't like it. What it makes me feel like is do we have a lot of more bulls to pull over, you know, um after this year? And it's just like gosh, you know, if we're going to start to go to these sorts of levels, let's say a, you know, hearing some of this chatter makes me think AI investor sentiment. I wouldn't be surprised if that starts to turn really bullish in the next month, right? And that's been bearish for years. You know, much more bearish than usually is for years now at this point in time. And then so let's say we have that dynamic. We have all these Wall Streeters with these 9,000 10,000 calls in the S&P 8500 calls. I just start to think, gosh, man, are there many bulls left to pull over after this year? And then I start to say, I don't think so. And that's when you start to have a bare run again, right? So, you know, just something to keep in mind here, you know. Um, but but does that mean I'm going to make any dramatic decisions in regards to like, oh, I'm going to sell all my Amazon or sell all my Meta or, you know, those sorts of things? No. No. like because I'm running fiveyear out plus valuations on companies usually four or five years out and so whatever happens you know in 2027 let's say 2027's a bad year in the market which it might not be might be a banger year right we'll get into Tom Lee in just a moment I'm not going to make my in long-term investment decisions based upon what might happen in the short term the short term who cares small money stuff we stay focused on the long term that's where the big money's at >> try I'm bullish as well and I tried to think of what can derail the bullishness Shoot, Mr. Short Hills Capital's bullish as well. Gosh. >> Uh, we know earnings are good and and there's every reason to believe they'll accelerate. A lot of it driven by AI. So, what are the obvious things that could hit it? Number one, if rates go up measurably, if the Fed starts tightening, and that'll be because of oil, or the consumer, which is still twothirds of the economy, uh, starts to weaken further. Now, I think the market's going to look both past oil and and the consumer because it's really one the same thing. So, so I am bullish and of course there's always the AI trade which right now shows no sign of easing up. So, yes, so I'm in agreement the market could move higher but I do think there's some risks out there which I just named which could derail it a little bit but I don't really see any disaster. >> Okay, Sen, what do you think about this market? Um, do you think people are getting a little too bullish or >> um, I mean, how are earnings going to go up? Can somebody explain this to me? Right, Nvidia and Apple, I can see how their earnings go up in 27, right? How are Amazon earnings going to go up in 27? How are Google earnings going to go up in 27? How are, you know, Tesla earnings going to go up in 27? How are Oracle earnings going to go up in 2027? How are Microsoft earnings going to go up in 2027? How are Meta earnings going to go up 2027? It doesn't make mathematical sense. Like, and I don't think people I I think don't think people are like running the math. Like literally, I'm like, the math is telling you it's going to be near impossible for those companies to have earnings go up in 2027 because 2026 was helped out immensely by a lot of these companies have had big investments into either SpaceX or OpenAI or Anthropic and had these big valuation raises on those companies which has then given those companies like this huge like earnings bump this year, right? And I don't think they get that bump again in 2027 essentially, right? And then additionally, when you just look at the crazy spend, that really starts to hurt the earnings per share over 2027 2020. It's already started with Meta, by the way, already in 2026. All these other companies, it really starts to catch up with them in 27 and then even more so in 28. So it's like when you look at it from that perspective ladies and gentlemen like [clears throat] you know like just mathematically it's hard to see how those companies earnings are up in 2027. It's actually in my opinion it's a lot easier to see how those companies earnings are going to be down. This is a question of how far down in 27 >> or or not really because there are a couple of other notes. Uh Ned Davis Research today it's hard to be a bear in this business. History's favored the bulls. I think everybody knows that. But the long-term trend in valuations look extended. The tapes >> History has favored the Bulls, but the long-term trend. The valuations look extended. The tape is holding up, but we're watching for deterioration. >> Holding up, but we're watching for deterioration. Deutsche Bank asks, "Does something have to give?" Right. Everybody is so uh glowing about this what they call uh a near immaculate scenario where basically everything goes right. Is that a a sign of watch out? >> Well, I think you you mentioned uh Weiss just mentioned valuations and so two areas of potential concern are going to be slowing AI capex or you know an inability to rationalize capex which obviously we haven't seen as part of the results over the last several weeks. uh valuations to to Steve's point actually we've seen pees compress on stronger earnings and despite the risk that Steve mentioned which is real rates have been rising and I think Scott if we were in a different environment where earnings growth was not as strong and as broad this increase in the long end of the yield curve not just here in the US but outside of the US as well would be creating a a significantly more consternation in terms of equity investors but yet this earnings growth has been the underpinninging of this. I do think that there's going to be a bit of more dispersion as we come out of this earning season. There typically is. We're cusping into September. There could be some policy questions. And so I guess it comes down to what are your is your view that the areas of earning strength that we've had, which is technology, but broader technology. >> Gosh, at this point kind of everything now just not as not as glowing as tech, but it's like you can't even hate you can't hate on all any part of the earnings picture. you're doing like 14% average for any any every sector in the market >> and when you when you say something like taking out one time you still have earnings growth of 21%. That is incredible in terms of the breadth that's required. I would say the other thing to look for as we go into the fourth quarter is where you want to be positioned in terms of this idea of compute as an asset class and Nvidia brought this up last week with their memorandum of understanding. What does that mean? Does that mean memory? Does that mean networking? Does that mean hardware? And I think that's where you're going to have to be a little bit tactical, a little bit selective in the next 6 weeks or so because those opportunities plus semis are probably going to be more attractive than what we've seen for instance in software in the in the short term. >> Do we think Jimmy that this you know what Deutsche calls this current equilibrium? Do we think that's sustainable? >> Uh yes, but for how long is the question and I would say certainly through the end of the year. And the equilibrium that I see, and Shannon, I think you were pointing this out, is that the multiple roughly 21 times uh next year's earnings on the S&P 500 is very reasonable for the growth rate that we're having in earnings, mid20s percent, even if you strip out the one-timers. The problem, and I'm not going to say the problem, but the thing to consider is that growth rate of mid20s percent is not going to last in perpetuity. That's why I'm not that comfortable going as enthusiastic into 2027. Let me be clear. I am not suggesting selling stocks. That's not my point. My point though is that over the last four years, including this year, as we've had well into doubledigit percentage returns on the S&P 500, and I think that will continue through year end. But I think the bar for growth of earnings becomes much higher in 2027. We're looking at, you know, roughly 14% earnings growth next year. And the slightest disappointment to those numbers could bring the multiple down. Now, let's be clear. We're talking about earnings growth and a market that should be going higher, but I think it's tough to predict a fifth year of doubledigit uh gains. It's only happened once. Only happened once, the late '90s. >> Why aren't people talking about guys? Give me the 30-year, please. >> So, let's talk about some individual stocks here, right? Um, you know, we want to go the memory trade, SanDisk, Micron, SKH, those sorts of companies. They're going to still have nice earnings growth in 27, but let's be honest, it's going to be at a much much lower rate than it was in 26, right? Like dramatically lower. Uh Nvidia should still have respectable earnings growth in 27, but it's going to be very low number compared to 2026, right? Uh we spoke about all the hyperscalers. Those companies earnings per share might actually be down next year. And I don't think enough enough people have run the numbers on that to realize that. Yeah. Right. So that's something you got to consider. And then that's a lot of what drives earnings growth. Uh Apple's this is a pretty good year for their earnings per share growth. Apple uh here in 2026. I would say the pretty good probability that the growth rate in earnings per share of Apple next year versus this year. Uh probably quite a bit lower, right? Uh unless they come out with some new banger product next year, which I don't see that happening. And so, and there you go. You just ran through the all the stocks that really matter to the S&P 500 once again, right? Now, below that, you look at companies like Celsius, ELF, we could go through a lot of those, right? Wind Resort should have a huge bump up in earnings per share likely next year when the Middle East property opens, right? Those companies earnings per share should be flying next year, right? It should be party times for these sorts of companies. Estee Lauder earnings should be up massively in 2027. Nike earnings should be up massively in 2027, right? SoFi earnings per share should be up massively in 2027. Uh American Express should have a great year next year. So u the SAS stocks a lot of those stocks earnings per share are not good this year. A lot of them should come back much stronger next year, right? Netflix should be strong. Honestly have a banger year next year for earnings per share growth. Um cake as well. So that that's where I'm I'm looking at a lot of other stocks that are not the top of the market, not the ones everybody's paying attention to. I'm like, there could easily be a party going on next year and a lot of these stocks that not a lot of people pay attention to. We do though, right? Um, and then the market's in depression because the top of the market is like it's like trying to barely eek out gains or maybe even taking losses. So, you know, that's just how it is. Like, but if you've been in a lot of those other stocks last few years, you're looking and you're like, man, these stocks have sucked the last few years, right? But you're like, all the gains have been in Nvidia and all the gains have been in the memory stocks and uh a few of those stocks at the top. But that's how it is in the market, right? Sometimes those are the play and sometimes it reverses to other places. So that's the stock market for you. >> Why aren't we why aren't we focused and fixated more on that the 30-year Treasury which is now at 529. Okay. Worsh >> comes out of that Fed meeting, right? And you know reveals the fact there were three descents. the talk seems to be uh much more hawkish even though the action didn't match the rhetoric. Nonetheless, the 30-year yield shoots higher. We continue to have a lot of issuance coming on the market, right? These debt raises from the hyperscalers among others. The concerns about the deficit and whatever other issues you want to suggest are leading to the fact that the 30-year yield continues to rise. >> That doesn't matter. >> I uh for now it doesn't matter, but I think you're on to something, Scott. I do. I don't so much think it's the 30-year that matters as it is the 10-year. Um the 10ear, as I think we all know, has been in a range of 4% on the low end to 5% on the high end for about three years. And we do have to wonder if what the 30-year is doing is telling us that the 10year is going to go higher. And if it goes above 5%, that could be a way of the world saying, listen, we're not going to finance indefinite deficits, whether it's at the federal government level or at the hypers scale or negative free cash flow level. But I want to make this point clear as well that while it is wise of you, Scott, to bring up that question and for us to discuss it, this is not an action that somebody should take now, at least in my opinion, somebody should not look at the 30-year at 5.29% and say, "Well, that's it. I got to get out of all my hyperscalers because higher interest rates are here." What the interest rate environment is reflecting is that there is greater uncertainty with Kevin Worsh who is speaking much less to the media. I mean it does Shan raise a question of you know whether this is an opportunity to increase your exposure in in bonds or if if it's too early because you still think that yields are going to back up even further. I mean I hear some people suggest that this is a generational opportunity potentially the way that the the 30-year has backed up. >> Yeah. And curve steepening is not getting the attention I think that it deserves. But I think that the reason why is that for right now I think the equity markets in particular are looking at real rates rising as an indication of growth. You start to think about that in terms of inflation or valuation stress or that greater issuance then it starts to look a little bit less tenable. But the overall steepening of the curve gives you as an investor significantly more latitude to add incremental duration a couple of years lock in some nice yields and then potentially benefit if like we expect the Fed doesn't hike this year. Um you're going to see that come in as you get closer to December and you could have already locked in would have been much more attractive yield. >> So what would make me more bullish um for 27? Like what would give me a lot of comfort? thing that would give me a lot of comfort for 27 is a scenario where we have a really bad fall in the market. And when I say fall, I mean literally the fall time. Um the market goes through a pretty rough patch like a large correction happens. Um something like that, right? That would then give me some comfort for next year. But if we run this market hot, you know, for the remainder here of summer and into the fall time, right, I think it's hard for me to be super bullish on the market in 27 if that environment happens, right? But if you have a bit, you know, if the S&P f falls 15% in the fall, you know, that that changes the dynamic a lot, right? Uh Robin Hood, I'm looking at that stock. You know, when do I want to buy a stock like Robin Hood? Because that's actually a stock I'm interested in. very patient on Robin Hood. Very patient. That's a stock I would like to get in. I'll tell you when. Bare market, right? Bare market. You get a bare market going on, call me up. Robin Hood. Uh the numbers will be trash then. That's when you want to get in a stock like Robin Hood. The stock will likely be down huge. The sentiment will be horrible. Like that's the time period you really want to get in a stock like Hood. Not to say like, oh, it's bad buy at, you know, $96 here today. I'm just saying like that's one of those stocks whenever you're in a bare market like that's one of the easiest buys in my personal opinion. Um as long as you're interested in the company over the long term if it doesn't interest you in the long term then it's not interesting at all. Right. Tom Lee and Pain Capitals Courtney Garcia. Tom and Courtney are CNBC contributors. Welcome everybody. It's good to have you Tom. This was just what the doctor ordered. Right. >> It it is. We got a a nice CPI report and in the backdrop of good earnings stocks going up on good news. I think the rally is quite healthy and it's tracking to our view that we could get to 7,900 8,000 by the end of the month. >> Well, that's that's what your call was, you know, the other day. Edard Denny says we're now tracking so well that we can get to 8,400 by the end of the year because of the earnings story that we keep talking about. Does that make you know sense to you? >> Yeah, I I think that is sort of the underpinning of this cuz 2027 earnings probably 410 right now. It was around 395 at the start of earning season and it's probably going to be by the end of this month close to 425. And so if you put a 20 multiple on that, you're already close to 9,000. >> So we keep saying that you've been bullish. You have, you've been right, but you keep calling for this maybe 10% pullback in stocks at some point. Now, we haven't gotten it yet. And you lay out today in a note that says quote positive drivers for stocks in the ter in the near term remain good AI fundamental demand right strengthening US economy positive revisions to earnings and the fact that inflation remains tamer than most expect those don't sound like catalysts for a 10% pullback. So what is >> well I I think pullbacks occur when we're least expecting it you know and usually when investors are bullish. So, I think the end of August getting to 8,000 is going to set us up for a period where stocks could disappoint even though underlying fundamentals are good. Part of it is the margin debt's gotten so big. Part of it is we still haven't resolved how the market views Kevin Wars and his new framework whether the bond market's going to have a tantrum. And the third is we have midterms coming up and I think that's a source of uncertainty. And finally, I do think SpaceX, which had an initial unlock, there's still a lot of stock to be unlocked. So I think all of that represents potential traps ahead. >> Okay, Steph, that what do you think about that? >> Uh I mean I agree that you know typically like when you have a period where a hedge fund for example blows up, it's a sign that there can be just easy credit conditions and leverage builds up. I think that kind of cleared, but I don't I think we're going to have another one. I just think in this environment where AI is driving things, you end up having like almost speed crashes. I' I've heard Jordi Visser from uh 22B say and I agree with that because I think you have parabolic moves and then kind of consolidation. I also think interest rates are certainly a risk that could keep flaring up. Um but I I also agree that there's strong fundamentals. So I think that's going to be a fight within the market. >> The resiliency of the market has been amazing in the face of what you've described. you know, a hedge fund blowing up, yields backing up, but aren't we a little cleaner now in in a number of ways, right? You get a little bit of heat off of the inflation picture and the positioning is cleaner and we've delevered a little bit. Tom's right. There's still a fair amount of, you know, leverage in the system, margin debt and whatever, but feels like we've cleaned some stuff up. But I think with the a rally continues and then you start rebuilding that and that's why I say like you could end up having another kind of pullback because the margin the debt rebuilds >> court. Are people too bullish? >> I don't think so. And I I think ultimately the the markets are being driven by earnings right now and the earnings are justifying what the markets are doing. People were getting concerned about capex spending. But I think the more that you see these earnings come out it really is justifying that. And I think when you look at the markets as a whole, if you look at the last three months, the things that are leading are healthcare financials industrials those are all actually outperforming the S&P 500, which means you're seeing this really broad-based rally. So, it's no longer just seven names that are holding up the markets. And the fact that even in days where AI is driving the story, you're seeing everything participate. I really like that as a good story. And if earnings keep holding up and the consumer keeps holding up, I think the markets will continue to drive by. Glad you went there cuz if you look at the let's call it the balance over the last 30 days. So 1 month performance financials almost 4%. Technology 3 and 1/4%. Industrials 2 1/2 healthcare 4 and 2/3 materials better than 3%. This is just what people were hoping for isn't it? >> Yeah it's broad-based. Uh I I think this is a sign and and of course as you know global markets are doing well well and there's still several trillion dollars of cash on the sidelines and I think that there's still a pretty level of healthy skepticism because I think a lot of clients of ours institutional think either the AI trade is extended or that we're in late cycle on earnings >> like an earnings bubble that's about to to burst at some point. >> Correct. And then of course they think the Fed has to react to that by tightening. So I think that there's people who are sort of keeping an eye on the end of the bull market and I think that's what's keeping it healthy. I think I actually I corroborate with that because if you look at like valuations have actually come down by two turns but earnings growth have more than doubled since the end of March and so I do think there's a healthy you can that to me is the numbers behind the skepticism and I welcome skepticism because I actually think it means that the bull market can go on for a bit longer and so that's kind of like 1998 after LTCM and like the market went up for another 18 months and 35%. >> [laughter] >> bringing it back to the uh the tech bubble days again, right? So, I'll keep it simple with you guys, right? If we if we rally this market heavy through the remainder of the summer and fall time, I think it's incredibly hard to be bullish on the overall market, which is really the top stocks, the top 10 15 market caps, right? um in 2027. If you get a big pullback in the fall, that's intriguing now, right? If you get a kangaroo market between now and then, I think that's a little bit more of um you know, next year could maybe set up for a decent year, but not like a banger year, right? But I think I think at the end of the day, you run this market hot, you know, to de to December, I think it just sets the market up for really brutal next year in terms of trying to get gains from the top of the market, right? But like I said, I think regardless of what happens, we're going to have a party in the market on a lot of other companies cuz you're going to see their earnings per share absolutely fly. And let's be very crystal clear. The reason the market's been so resilient, you hear, you know, a lot of low Wall Streeters talk about, oh, the market's so resilient. How's the market so resilient? Listen, look at these companies earnings in 2026. You can see why the market's resilient, right? Outside of Meta, like earnings per share has been a banger for all these companies. Like incredible rises on a year-over-year basis. And so when and really talking about the top of the market, what really matters to S&P, what really matters to the Q's, the top 10, 15 stocks. And so that's why the market's been resilient. But the question is, are we going to have that again next year? And I think that's where things get tricky. Really, really tricky. Okay. Okay. So, let's go ahead and look at my favorite stocks under $30 a share in the market. Talk a moment about these. I posted this on my X page just an hour ago or a few hours ago. And uh if you want to follow me on X, I have that linked in the description area down there. Once again, the pinned comments if you're looking to apply to join my private group, but the description area has my IG and has my X linked in there. Okay, so my top four stocks to buy under $30 are these. Celsius, $29 bucks. SoFi, $18. Honest, $5, which today is a little under $5. And then Revolve, uh, which is a $23 stock right now. I love all those stocks for long term. You know, Celsius has a really good income statement that I think is going to get a lot better over the next few years and a great balance sheet and great brands. I think that one sets up phenomenal. Uh SoFi, I mean, there's not a more exciting fintech/banking play in my opinion in the entire stock market. I think it's even more exciting than Robin Hood. And that's saying a lot because Robin Hood's, you know, it's a great company what they've been able to build there in terms of their products and services. But I would say SoFi is the most exciting stock in the market. uh by a mile when it comes to anything fintech or banking related, right? Honest honestly just has banger numbers, man. I mean, the balance sheet's an incredible position. That's a stock I should honestly start gobbling up shares every single week of. I should like I I'm like, why would I not? I should every single week. Uh and Revolve, you want to talk about a great income statement and a great balance sheet at that company? Oh my gosh, margins looking really healthy. And um I think Revolve is one of the most underlooked small cap stocks in the entire stock market. Great management team at that company as well. So those four stocks under $30. Like I think they're all bangers and I think they'll all produce incredible gains over the next three to five years, right? Um might even produce incredible gains over the next three to five months, but I'm really thinking about the next several years with those stocks and I think they're going to produce some incredible gains. Okay. All right, guys. Appreciate you joining me as always. Thanks so much for being here. Once again, pin comment down there today if you're looking to apply to our own private group. You want access to all my course curriculums, access to our private Discord chat, access to exclusive videos from me, uh I can teach you everything I got up here, download it straight to your brain, and uh join us in the six figure, seven figure club. I was just spend almost $10,000 on seven figure awards. So, uh big time, baby. It's pinned [clears throat] comment down there. Much love and have a great