You will never get a chance like this again‼️

$4 million $4 million plus dollars public account here today. Up $163,000. Congratulations to everybody who was out there making some money here today. I would love to know in the comment section how much money you were up today. Let me know in that comment section down there. I'm very interested to hear from you guys. Uh but yeah, I just posted this on my X page a few moments ago here. If you want to follow me on X, it's always linked in the description area down there. Obviously, an unreal day. And to be quite honest, all of those gains were AMD. AMD in the public account today was up $168,000. So, if it wasn't for AMD, the public account technically would have been down today, which is just mindblowing to think about. And look at this. AMD is now over a $1 million position in the public account, up $791,000 on that stock. AMD is now the fourth best current position in the public count in terms of percentage. It has gone up. It is now up 277% for us. Uh which is only getting beat out by Meta which is at 524%. ELF which is up 743% and then Palanteer which is up 1,723%. So unbelievable this move. AMD is on. You think my flex is big? It's nothing. Okay, we got a member in the private group who posted a screenshot today. He was up over $1.6 million on AMD stock here today. Absolutely just ridiculous number. And I'm just like, oh my gosh. Like I was up a lot on AMD. If you add up all my shares in my portfolios, it was a huge number, but I can tell you it wasn't $1.6 million. That's another level there. Oh my gosh. Okay, so my morning was like this. I woke up. I did my abs. I'm trying to get a six-pack. We're seeing if that can happen. Okay. I recorded the private group a video on a very high level subject here today. I graded Shopify's income statement. I went to the spa cuz you know on a big day like today, you got to celebrate a little bit. So, I went and got a massage, hung by the spa. This is one of the advantages of living in Vegas. You got all these beautiful resorts with these beautiful spas. So, you know, we got to celebrate on a day like today, right? All right, folks. Three core subjects we're going to get into in this one here today. Okay. First one is AMD. Where's their stock headed next? Okay. I've given you the whole rundown of where the stock's been headed this whole moment. What about now? We're in no man's land. We're, you know, it's been crazy. Where are we headed from here? I'll share that in this video. Okay? And I'm also going to give you my updated AMD stock price projections, net income projections, all that good stuff. We'll get into all that in this video here today. Number two, I'm going to share a large cap stock. That's a big opportunity that I see right now. Third subject we'll get into today is a small cap stock. We're talking about it's only about a $ 1.4 4 billion market cap on this one. Very small company that's has a huge opportunity in front of themselves and I want to share that in this video here today. Okay, I hope you guys appreciate me trying to keep you up to date with everything going on which is a whole lot especially during earning. One thing one thing only from you smash that like button, hit that little thumbs up icon to everybody that already did that. Thank you so much. Additionally, make sure you're subscribed here to the channel if you're not already subscribed. That way you can see more of my videos in the future. The private group is popping. It is celebration times in the private group and just today we have already received over 40 applications. Usually received 10 to 20 applications each day. Already we're at 40 plus. We'll probably be at 70 to 90 applications for the private group today. That will be the pinned comment down there. We'll try to get to you as soon as we can get to you, but might be a little bit of time. That's access to all my course curriculums. Take your game up to a much higher level than where you're at. Access to my private Discord chat. Man, was that popping today. It was a It was uh champagne bottles. Let's just call it that today, right? Uh that's to join thousandx.com. Get access to the whole thing. Exclusive weekly videos. I just recorded my private group video this morning on a very high level level subject teaching you about something very important. So once again, that will be the pin comment down there and we'll send you your steel membership cards to your house once you join us in there. Okay? But like I said, demand's insane right now. So we'll try to get to you as soon as possible. But just understand it could be days from now. Okay? All righty. So before I get into these three three core subjects, I actually want to share a text a friend sent me today and I thought this was a very important subject to speak about. So what did my friend text me? Well, my friend text me this today. Okay, he said this is starting to feel like 2021, right? Now 2021 time period was a time period when it's like seemed like you could put money in anything and you can make money, right? Everything was booming. AMD, right? Booming. Memory stocks booming, right? We're making a lot of money. We know that, right? And so that's what my Fred sent today. And so I thought about it and I said, "Does this remind me anything of what 2021 was?" Cuz I remember 2021, what a horrible time, by the way. Uh because it was a time period when everybody lost any clue about reality in regards to money in the financial markets. You had the stimulus flushed out there, right? And it seemed like every single asset, didn't matter what it was, NFTTS, blah blah blah, right? It was just like it's all going to the moon, right? So I said, is this anything like 2021? So I had AI say, you know, Dow, the Dow 30 stocks, how far are they from all time highs? Now, some of these stocks are close, right? within 1.5% 2% but Amazon's 3% American Express about 4% JP Morgan's 4% Travelers 4.5% Apple's still 5% from all-time highs Walmart's 5.5% Sheron Williams 6.2% from all-time highs Nvidia is about 8% from all-time highs Microsoft 8% from all-time highs. V uh Home Depot is 11% from all-time highs. Visa's 12% down. Proctor and Gamble's 13% down. Coca-Cola is 14% down. That one was kind of surprising to me. United Health's 15.6% down. 3M's 18% down. Honeywell's 19%. IBM's 21%. Merc's 23% from all-time highs. McDonald's, this is shocking. 24% from all-time highs. That seems like a crazy number. Johnson and Johnson 25% from all-time highs. Salesforce 30 plus%. Chevron 32%. Verizon 35%. Cisco 38%. Disney 46%. Boeing 48% from all-time highs. Nike 75%. And how Walgreens is still in it is beyond me. But that's 87% down. I mean, that doesn't feel like very 2021-ish. 2021 was like everything was hit new alltime highs every day. I mean, just from the Dow's perspective, not really, right? I also text my friend this. I said, "Bitcoin is down 35% plus from all-time highs. Ethereum's down 50% plus from all-time highs." It's hard to say we're in a 2021 euphoric market with Bitcoin and Ethereum have crashed. Like, let's just call it what it is. They're still in a crash. Like, when you're 35% plus from your all-time highs, like you've crashed. When you're Ethereum, you're down 50% plus from your all-time highs, you're in a crash, right? You still haven't recovered. So, when you talk about 2021, we're talking about everybody in their grandma want to be in Bitcoin, Ethereum, right? Like those were the play and every other crypto and altcoin you could possibly find out there. And it was even started getting more speculative than that. People were trying to figure out how to leverage money in these sorts of markets, right? That was a whole situation. Gold and silver. What about these? Well, gold's down 16% plus from all-time highs. Silver's down 36 12% from all-time highs. What about real estate? 2021, real estate was booming, man. Booming. Real estate was booming. And prices were starting to skyrocket, right? So, it seemed like what a time. Like, everybody's moving. You know, prices are skyrocketing. The real estate market's the best it had been in a long time, right, dude? Real estate's dead. Dead. Dead. Like absolutely dead. Right. Money market funds, keep in mind in 2021, money market funds was roughly flattish, right? There was like not really any any movement up. Money market funds been skyrocketing. So sidelines money is out there, right? So to me, this is so far from 2021 vibes, it's not even funny. 2021 vibes was what's the next crazy speculative, you know, micro cap stock, altcoin, NFT I can get in to make 2x tomorrow, right? We're not in that sort of market at all. We have certain stocks that are in euphoria right now because their business is absolutely booming. AMD could be one of those, right? Micron, MU is one of those. SanDisk is one of those, the memory chip related companies, right? Western Digital, some of those others. But overall, even look at a stock like Meta, Meta's down probably what, 20% from all-time highs, 15 20% somewhere in there roughly. Like, it's just not that sort of time. It's not even remotely close to 2021. Like 2021, people are trying to figure out how to leverage even more money into the market. Like right now you're in one of those times where people are scared again. Like they're always scared, right? They got money on the sideline. They're chilling. They're like waiting for the next dip. And it's like, "Dude, we just had a 13% dip in the NASDAQ from alltime highs just like a month ago. You want another one? You want another one and another one? How many dips do you want? You didn't buy the last one. So you think there's going to be the next one? Like come on." You know? So that's the sort of market we're in where people just think, you know, uh it's gone. these certain stocks have gone up a lot. So, it means the market has to crash now. Like, just look out there. This is not like 2021. 2021 was very, very different. And I hope we don't see another 2021 again cuz that was just ridiculous. Okay. Ridiculous. And this is not that sort of market at all factually. Right. Okay. Let's get into AMD. Then we'll get a great large cap opportunity, a small cap opportunity out there. Okay. AMD. So, listen. stock closed today 421. Unbelievable move. Once again, congratulations everybody in AMD stock. So, I told you guys once the stock ran past 290, right? Cuz that was a average analyst price target as of a few weeks ago. I said once it runs through 290, we're running deep into the 300s fast. That's exactly what happened. As soon as we went past 290, like we went deep into the 300s literally within like a few days, right? And then I told you guys 380 is the highest price target out there as of a couple weeks ago. And I said, once we get past 380, you go deep into the 400s quick. Exactly what we've seen play out here, right? We went past 380 and then straight deep into the 400s just like that. Right? So, what about now? Well, what did I tell you guys was going to happen next? I told you after earnings you're going to get what I said all these analysts are going to raise price targets like crazy as soon as uh you know earnings come out and they're going to up price targets up price targets up price targets I said all these guys are way off sides and they're going to have to chase all these Wall Street firms are going to have to chase and it's going to be a party and I said when they up their price targets a lot of them aren't going to up them enough right so what happened here today the day after earning as well. Exactly what I said was going to happen. Advanced micro devices raised to buy from neutral. So Goldman Sachs, one of the arguably the biggest name on Wall Street, right? They now say buy AMD stock. They were at neutral before. So neutral just think of it as like we're not really saying buy it. We're not saying sell it. Just, you know, maybe hold it if you got it, but we're not saying we're not really feeling anything now. They're saying buy it. So the chase is on. Goldman Sachs rather raised their price target to $450 for AMD stock. We have this one. AMD is maintained at equal weight by Morgan Stanley. They just raised their price target to 410. These are 12-month price targets when these, you know, analyst firms bring out this and these Wall Streeters bring out this, right? So Morgan Stanley saying 410. Dude, you're already behind. The stock closed today at 421. So you're saying the stock is going to be 410 12 months from now. You already look way off sides. Way off sides in regards to this Stifl advanced micro devices maintained at buy by Stifl. So they raised their price target to $450 from $320, right? And um I mean this is this is interesting because they have a buy on it but if AMD just goes up for the next day or two in trading, like you could already be at 450. Uh-oh. That's a problem. You go to buy in the stock and you could already be creeping past the the price target. Then that makes you look n even bullish, right? Advanced micro devices raised to buy from neutral by seapport global. So, they just raised to $430. Shaking in your boots. You better be shaking in your boots. You raise your price target to $430. The stock closed today 421. It's a 12-month price target. Dude, this stock goes up tomorrow. You're already behind. You better be shaking in your boots. And you got a buy on the stock. That doesn't make any sense. You can't have a buy on the stock and the price targets lower. No, no, no. This is where you start looking foolish, right? Advanced micro devices maintained at a buy by DAD Davidson 425 price target. They took it from to 425 from 375. Dude, AMD goes up like what 1% tomorrow 1% less than 1% you're already going to be past your price target and you're supposed to have a you want to buy on the stock. Doesn't look like it. Advanced micro devices is maintained at outperformed by Webbush. They raise their price target to 450 from 400. Oh boy. Advanced micro devices maintained at outperform by Mazuo. Mazuo just went 415. You got So they're calling for AMD to outperform the market the next 12 months and yet they got a 415 price target when the stock closed 421 today. Crazy. Crazy. I'll I'll explain what this all means in just a moment here. Advanced micro devices maintained at a buy by Rosenblat. They took their price target to $490 from 300. That's a crazy raise. $190. But, you know, at least this one's got a little wiggle room here, right? There we go. Like, you know, okay, $490. They're putting it out there. Oh boy, look at this one. Advanced micro devices maintained at overweight, right? By Key Bank. They believe the stock's going to do better in the market. They raised their price target from $330 to $530. We are now in the fives. And think about it. Just two weeks ago, the highest analyst price target on the stock was 380. And now we're talking about price targets on on AMD in the 500s. And that just literally that's a twoe change. Think about that for a moment, right? Advanced micro devices maintained at a buy by benchmark. So they raise their price target to 4.85 85 from 325, right? So, you know, it's a nice raise, but you still got to be scared. Even at 485, this could pass you up quick, right? Wells Fargo, big dog, they took it to $55, their price target from $345. The chase. Look at this, man. Look at this. I told you this was going to happen. These Wall Streeters left and right. Woo! Barclays. What Barclays do here? Advanced micro devices maintained at overweight by Barclays. put a $500 price target on the stock from 300. Okay. Advanced micro devices maintained at sector performed by RBC Capital. Uh Advanced Micro Devices raised to $400, guys. Oh my gosh. $400 from 325, right? They better hope this stock doesn't hit the fives. Crazy. That's less than the stock is trading at today. Oh boy. Advanced microvices maintained at overweight by Caner Fitzgerald. They took their price target to 500 on this one, right? I mean, the crazy thing is imagine AMD goes to the 500s literally in the next few weeks. What do you do? All these guys that are in the fours then just look crazy, right? And then even all these guys in the fives that just took them to the fives all a sudden start being behind. Like that's that's wild. And you could get there quick. You could get there in two weeks, you know? Like we'll see. But I'm just saying like if the momentum sticks up, you can get there in two weeks. And for the grand finale of them all, my favorite one, Advanced Micro Devices raised to outperform from market perform by Bernstein. Advanced Micro Advanced Micro Devices price target raised to $525 from 265 by Bernstein. Why is this my favorite? Why did I put it last here today? Well, Stacy Rascon, if you watch the reaction channel, you know all about Stacy Rascon, right? Especially if you've been an OG subscriber on there. He's always has seemed like he's so negative on AMD. Always seems like he has an agenda against AMD. Even on the conference call yesterday, he was, I believe, the second and last person to ask a question. His just tonality and just the way he asked it was just so negative. It just seems like he just doesn't want AMD to succeed. that's way he comes across. And um so to see them bring up that price target to $525, one of the highest on the street. Man, you better believe I was loving that here today. So there it is, ladies and gentlemen. That is the chase. They are chasing and they are chasing and they are chasing. And all those fours you just saw, this stock keeps momentum. We'll be in the fives in a couple weeks from now. And people will be like, "Are you kidding me?" Like then they're going to have to raise price targets into the fives and sixes and the five people are going to start getting behind and next thing you know they're going to have to start raising the six and sevens. Happens quick. Happens really quick. What did I tell you guys happens in regards to semiconductor stocks? And then we'll get into my new projections for AMD. Semiconductor stocks are insane. When they move, they move. When they are on an upward trend, dude, they can climb hundreds of percent in months. Not years, in months. Months. You could see these stocks go 200, 400, 600, 800, 1,000% in months. These are the same exact stocks that you could see crash 50% in 60 days. Semiconductor stocks are crazy. Look at SanDisk. SanDisk is up what, like 3,000% the past year. Look at Micron. I think Micron's up 600% or 500% the past year, right? Look at AMD. It seems like AMD was 200 just I mean shoot a month ago or so and now AMD is like double that. So the moves are dramatic in semiconductor. They're a whole different level because the business models when they're hot, oh are they hot. The margins go insane, the profitability goes insane and the revenue just skyrockets for these companies. So these are a different breed. These companies are a different breed and you got to understand. Okay, let's go to my projections for AMD. I had to up all my numbers after what happened yesterday and we'll get into what happened yesterday, but I had to up all my numbers. Okay, so I up my numbers. Okay, so my bull case for AMD now has 45% revenue growth on average 27th through 2030. Okay, so basically in my bold case, now keep in mind my bold case I would put it only at about a 10% probability this comes through, right? Base case I usually put at, you know, 60%, maybe even 70 or 80% probability like that's going to come through. My bull case is a little bit more out there, right? 45% revenue growth, right? 200 they cross over $200 billion of revenue in 2030. They crossed 67 almost 68 billion of net income in 2030 for the company, right? Net income margins still only in the low30s even in that projections there, right? Which is actually low compared to Nvidia. Nvidia has been having like 50%ish net income margin. So there's actually even though it's really bullish case, it's not like the most crazy bullish you could see out there, right? And when you think about the GPU demand and now the CPU demand for the next several years, it's not impossible for them to get to 45% revenue growth, right? And if they're getting to 45% revenue growth, the margin lift on that's going to be incredible because the demand. So the net income could, you know, even eclipse a 60% number, right? Now, if you're growing top line 45%, bottom line 60%, a 50 to 60p is in the bag. That's easy peasy. That's a lemon squeezy. We have the stock going to about $2,000 to $2,500, which would mean even in the 400s today is still a steel deal. Now, that's not the case I'm banking on. That's a more bullish perspective on the stock. But keep in mind, what I'm showing you is not the most bullish perspective. I'll share the most bullish perspective with you in regards to AMD in just a moment. And get ready to have your flapjacks flipped with you. That's going to be insane. Okay, this is what I'm expecting. This is my base case for AMD. Just a fancy way of saying this is what I expect now given AMD's new updated CPU demand. What's happening with GPU, the 400 series, 500 series in the future, right? All those sorts of things. Okay, these are my numbers. Revenue growth, 40% per year on average. Keep in mind, some years are going to be way faster than that. Like 27 could be way faster than 40% growth. I just did an average of 40%. Okay, I had them get into just over $180 billion of revenue come 2030. I had them get to right around $60 billion of net income come 2030. Uh net income margins in the low30s. Definitely possible. Listen, if you go around at those sorts of growth rates, a 30 to 40p is very low actually, but I would rather be more conservative when I run my base case than like some, you know, pie in the sky numbers that I'm let down on. Now, in this scenario, the stock goes to between about $1,100 and we can call it about $1,500. Okay. So, AMD in the 400s is still a steel deal if this scenario plays out, which I have a lot of convictions based upon Lisa Sue's projections. Now, I have a lot of faith that this is pretty darn realistic, right? And not crazy at all. Like, this is actually very doable. Now, keep in mind, I have the stock price in 2030 being $1,100 to $1,500. Listen, regarding the stock price, the stock price could move to $1,000 this year or next year. It doesn't have to. You know, when I run my projections, I'm kind of basing it based upon like what would be normal. Stock prices don't move normal. They price in things years into the future. Look at Palanteer is a great example. Palanteer, you know, 6 months ago, 9 months ago, or whatever, was a $200 plus dollar stock, right? priced in a lot for the future. And so like it got ahead of that, right? So AMD could run to $1,000 or even $1,500 in the next year or two, right? And by the time we get to 2030, it could already be downtrending and going through some sort of downtrend. It could run to $2,000 in the next year or two. And then by the time you get to 2029, 2030, right, those big numbers I just showed you, the stock could already be technically downtrending by then because you could be in a situation where, you know, maybe at that time earnings are starting to fall or something like that, right? So keep in mind, we're in a very exciting phase for AMD cuz revenue growth is accelerating. The the rate of growth for AMD is accelerating off of each one. So like this quarter, they just grew 38% which was higher than last quarter. next quarter is going to be even a higher percentage, right? And so, you know, and we could top out at, who knows? We could top out at 100% revenue growth or 120%, some crazy number, right? I think even a 70 80% number is pretty realistic. And then once that starts downtrending, the stock will probably start flatlining or already going down. Even though they're still be showing huge growth rates, it'll be decelerating. But that's at least 1 to two years in the future before we even have to worry about a deceleration of growth rate. So in terms of AMD's revenue growth, like they're going to have revenue growth basically almost guaranteed for the next four to 5 years. But in terms of acceleration of revenue growth, that's probably a 1 to twoyear game. And I for my newer investors, I hope you understand this what I'm talking about here as far as accelerating growth. Just think of it as like going from 10% to 15% to 20% to 30%, right? And then deceleration would be going from 30% to 25% to 20% to 15%. Doesn't mean you're going negative. It just means your growth rate's becoming less impressive over time, right? And that's how growth stocks really price. A lot of times when you're in that upward cycle where the revenue growth rate is just going up and up and up, it's party on. Stocks just keeps moving up. Once you get to that moment where people start figuring out, okay, we're about to flip the other way and that revenue growth is going to start to decelerate from, you know, whatever percentage it is, 70% to 65% to 60%. That's when people start already moving out of the stock. Okay? So, it's party on right now in regards to AMD. And you know, I have the stock going to $1,000 plus stock, my base case now, right? But it might do that way sooner. Like, it could be $1,000 this year. Like, would I be shocked if AMD was six thousand dollars six months from now? Not at all. Does that mean I'm gonna go buy call options on it? No. I I got so many AMD shares are coming out of my ears, okay? I'm going to have fun with AMD, right? And if it doesn't, that's fine. If it doesn't go to $1,000 this year, I I don't care. It's going to $1,000 in my opinion over the long term anyways, with the potential of $2,000. Right now, there's a fundamental change going on in AMD's business model. Everybody has to understand. It came out in the conference call. AMD more than doubled its long-term total addressable market, the TAM estimate. The company now expects server CPU market to grow at an annual rate over 35% reaching more than 120 billion by 2030. This is insane because be before they were kind of expecting that 18 to 20% range. So the CPU opportunity now is way bigger than anyone had anticipated including Lisa Sue and the team. Right. The really exciting thing for me about AMD and why I invest in the stock is the GPU opportunity because their GPU business is about to take off like a rocket ship over the next three to four years essentially, right? And it really the party really starts uh over the summer and then really just ramps over for the next several years, right? But now the CPU opportunity is looking way bigger than anybody anticipated. The CPU to GPU ratio shift and they talked about this on the conference call list in the conference call in thousandx.com. Traditionally, the industry used one CPU for every four to eight GPUs, a 1:4 or 1:8 ratio. CEO Dr. Lisa Sue noted that inferencing and agentic AI workloads become more complex, the ratio shifting more toward a 1:1 configuration. High performance CPUs are needed to coordinate task and move data between the accelerators. Oh my gosh, ladies and gentlemen. When I talked about Palunteer years ago, right, was in stock that was set up for an incredible run. And the day they launched AIP, it was a fundamental shift in that business model. Why? Prior to that, Palunteer had a sales cycle that took months. And once they launched AIP, we're talking about a sales cycle that went to hours or days, right? Fundamental change in the business model. Well, you got to look out for these. When a business is going through a fundamental change in the business model for the better, the stock's going to fly like you never seen. We have two fundamental changes in the business model for AMD. One is pushing heavy into GPUs. Two, CPU demand. Now we're talking about a 1:1 ratio where it used to be 1:4 or 1:8. That's two fundamental changes for the business model going on simultaneously for the next several years. AMD could go to a,000 or $2,000 stock. And that's not even the most bullish assumption in regards to AMD here, ladies and gentlemen. Oh my gosh. Now, AMD as of right now is a $687 billion market cap. Right. the biggest bulls out there in regards to AMD. They believe that over the next 5 years, AMD is going to become the biggest company in the world, bigger than Nvidia over the next 5 years. Now, you might say, how's that even possible? Well, AMD is in a sweet spot. AMD's GPU business is about to take off and they've, you know, they've done a good job catching up with Nvidia on the GPU side. So, that makes their opportunity big there. And they've undercut price in regards to price. And they've done more of an open- source type model versus kind of like a walled garden situation like like Nvidia has, which could mean for a lot bigger opportunity for AMD long term. Think about Android. How many Android phones are sold each year versus iOS, right? Apple's still very successful. That doesn't mean Nvidia can't be successful, right? With your wall garden approach. It's just if you want to talk about total numbers like you know being open is can be very very helpful right but then also Nvidia is almost basically irrelevant when it comes to CPU like CPU business is basically irrelevant for them right Intel is like a big player in in CPU market right but AMD is positioned perfectly cuz they got the CPU side and the GPU side they're the most wellpositioned company in the world in the world to benefit for the next several years from CPU and GPU demand. Guys, this is incredible. This is absolutely incredible. I feel so thankful to be part of this stock, right? You can have nothing but gratitude. And the biggest bowls believe that this is going to be a $5 trillion plus company. It's going to take out Nvidia, right? To become the biggest of the big. It's possible. It is possible, ladies and gentlemen. Okay. Now, you may say, "Okay, if if AMD does that, where's the stock price go?" Look at this. $3,000 plus a share. If this goes to where Nvidia is at now, $3,000 plus a share. So that makes my bull case of what $2,000 and $2,500 look like. Oh, it's not that bullish. We could be talking about a stock 5 years from now is $3,000, right? But keep in mind that's the most bullish assumption you can possibly get out there. But you may say, is that possible? Is it possible? Well, think about Nvidia for instance, right? Nvidia mid 2014 was a $10 billion market cap and now it's the biggest company in the world 5 trillion. Who would have ever thought that right? That's crazy. Absolutely crazy. Lisa Sue, you guys remember this video from 8 n years ago? The guy on the F1 circuit interviews people before the race. He didn't even know who Lisa Sue was. Had to ask her if she spoke English. Said, "Do you speak English?" We come a long way, right? And now to think she's one of the most important CEOs in the world when she was getting asked if she even spoke English. Like come a long way, right? Come a long dang way. I remember the first time I ever spoke about AMD stock on the channel. It was over 9 years ago. AMD at that time was $13 stock. It just went through a 470% run the previous year, right? And people thought like, oh gosh, like that was it. Like it's a bubble. $13 a share, right? Um so just understand it could be a lot bigger numbers ahead for AMD stock. A lot bigger numbers. So uh I feel thankful to be a shareholder of this stock. Um I feel thankful for the team over there at AMD. I feel thankful for my other stocks that are paying fortunes of money to AMD over the next several years like Meta and a and Amazon and Google that are going to be buying so many dang GPUs and CPUs from AMD it's not even funny. and then the open AIS and Anthropics and all these other companies. But um man, what a time you can just enjoy it. You can just enjoy it, right? You know, when when will I look to get out of AMD? Let me speak about that before we move on here. When I start sniffing out revenue growth deceleration coming, I'll start to position out of AMD. That doesn't mean I'll sell all my shares, but I'll sell a significant portion. That's not for a while. We're going to be ex we're going to be accelerating the revenue growth rate for quite a while. I would say minimum a year, but potentially two years of revenue growth acceleration before the the deceleration phase starts. So, I mean, it's just it doesn't even make close to financial sense to start to position out yet, but I'll get there. We'll get there and then we'll start to position out and start to take profits and redeploy that elsewhere. But for right now, it's party on, man. You know, this is like the phase when Palanteer went to like $30 to $40 range and you know, coming off of where the stock was. The stock was like $6, $7, $8 stock in 2022, right? Made that run to 30 and people thought like can't go up anymore. Like that's it, right? Then it ran to 200 plus. And so AMD's at a phase right now where it's at 400. People like, "Oh my gosh, this run has been insane from $100 to 400. You know, I think it's expensive now. Just wait till it's 1,200." Okay, next one up here. Large cap stock that is a big opportunity in the market. Well, my fourth best stock in the Patreon portfolio. Patreon portfolio is a portfolio I started in 2023 and the Patreon members absolutely love it. I show them the stocks I'm buying and selling every week in the Patreon. It's always linked in the description area, but down there, by the way, if you ever want to join my Patreon. But, um, my fourth best stock in that portfolio when it comes to percentage gainer is a company name, Shopify. It's a 59.48% gain. And Shopify is a buy. Look at this stock. They just reported their their results, their earnings. 34% revenue growth. Think about how weak a lot of businesses are out out there other than semiconductor related companies, right? And uh yeah, 34% that's even a faster growth rate than Meta. Meta had a crazy revenue growth rate of 33%. Shopify even beat them 34%. Now, their cost of revenue was up a little too high for this quarter. So, that's why I didn't give them an A+. It was up to 36%. So, they had 32% gross profit growth. Now, they kept the rest of their expenses in check very well. Other than transaction and loan losses, that was up 55% for the company. Lucky enough, that's a very small line item, right? But total operating expenses only up 21%. So, if your gross profits up 32%. Your total operating expense is only up 21%, your operating income is going to fly. And that's exactly what we saw play out. Operating income up 88% for the company year-over-year. Woo! Net income excluding the impact of equity investments, which is kind of more a one-off type stuff, right? 59% up year-over-year. Great earnings by Shopify. Shopify 2 Ford P. You might think this is a very expensive stock. It's really not. 2-year 4P on the stock 31. That's too low. Too low for a company growing, you know, revenue in the 30s. 30s. And think about this, like we're not even in a time period when the consumer scene is like good right now. Think about that for a moment, right? So Shopify is a great stock. It's one of the most It's one of the most, if not the most underrated, by the way, what we're looking at here is thousandx.com. This might be the most underrated large cap tech stock out there that people just don't talk about. And it's been a phenomenal gainer for us in the Patreon portfolio. It really has. And I think there's a lot more gains ahead overtime for Shopify, right? When the market goes risk off, it's a stock that always sells off hard. When the market goes risk, we have a lot of fun. Okay, next one up here. Let's talk about a small cap opportunity. That's a big opportunity. This one's a very small company. Okay, so earlier I showed you the public account, right? The best positions in the public account in terms of total percentage gain. Well, the eighth best percentage stock in the public account is RVLV. Company named Revolve. We don't talk about it too much, but this company is special e-commerce company. Sells a lot of apparel. Um, average order usually around $300ish dollars. Female consumer base heavy. They've been pushing into other products as well. $1.4 billion market cap on this one. Stocks at around $20 a share. It's a huge steel deal for this one. Look at the balance sheet on this company. $335 million in cash and cash equivalents. Look at their total liabilities is $283 million. They have more in cash and cash equivalents than total total liabilities on this company. That's legendary. Now, additionally, I mean, you you hear about all the weakness in the consumer and this and that. Net sales up 16%. Gross profit up 17% for the company year-over-year. Very strong numbers. Now, they spent a lot of marketing. Hopefully they get that back over time. So that was a very high line item for the company. Net income up 21%, dude EPS up 25%, B-grade income statement for Revolve. It was just a couple line items that were too high. Total operating expenses there and marketing expense, right? So very very good company. Like way too cheap in my opinion. 4 P on this one. 21, right? 21 way too cheap. We're talking about a company that's growing mid- teens percentage. Way too dang cheap. Okay. Are you ready? Are you ready to join my private group? Are you ready to join us in there? Are you ready to take investing more serious? Are you ready to learn all this stuff? Do you know income statements, balance sheets, cash flows inside and out? Do you know how to run projections on stocks? Do you have the software to run projections on stocks? Do you have the software that's going to be able to explain business models to you? Pitfalls, things you got to watch out for, all that good stuff. If you don't apply drama prep group, that will be pinned comment down there. Demand is insane right now. So, we'll try to get to you when we can get to you. I appreciate you for joining me here today. Much love and have a great