This Stock is the Next AMD or Micron‼️

AMD. Look at this, ladies and gentlemen. Another $30,000 move here today on AMD stock. Congratulations to any AMD investors watching this video right now. What a run. It has been now $98,000 just in the public count alone on my AMD shares. Absolutely incredible. Once again, congrat congratulations to everybody. If you own Micron stock, also congratulations to you. Look at this stock. $764. A legendary run just in the past year, right? Uh good friend of mine. It's been his biggest investment for years and he's made lifechanging money over this past year on MU. Now, I was looking at this here today. By the way, I've been prepping this video all day for you guys. This is going to be a very good in-depth video on very important subjects here today. But I was taking a look at this, right? You look at these chip related companies. They are really dominating the stock market now at this point in time in regards to the largest market cap companies. Nvidia is the biggest big dog of them all with well over a $5 trillion market cap. But then you have TSMC, right? The builder of all these chips. Look at them. $2.1 trillion. Now you look at Avago Broadcom, over a $2 trillion market cap on that one. Now Samsung is a straight chip play. If you're wondering how does Samsung have that big of a mark cap, it's not from solid phones and it's not from uh selling washers and dryers. Okay, it's from their chip side of their business and their memory side of the business as well. 1.27 trillion. That's 11th biggest company in the world. Now Micron, another massive memory chip company, $95 billion market cap, 14th biggest company. SKH Highix is now the 15th biggest company in the world, $94 billion market cap. AMD is the 18th biggest at 764 billion. Intel's now 19th with $640 billion. And you have ASML, which makes the, you know, like machines to make all these chips, right? $62 billion market cap on that company. And you got to ask yourself, is this sustainable, right? Like can these chip companies keep running? What are we going to have like all top 20 companies or the or, you know, in terms of biggest market caps are all going to be chip companies? Like this is getting very interesting, right? Two core subjects I'm going to speak about here today. Okay, first subject we got to really talk about. We're in a stock market crash right now. No one realizes it because you look at the S&P 500 all-time highs, NASDAQ alltime highs, right? Everybody's talking about AMD, Micron, SanDisk, all these stocks that have run crazy, right? And so everybody's looking at that. When you go beneath the surface, though, you're going to find, oh my gosh, we're actually in like a stock market crash right now. and how does all this play out? I'm going to give you in this video exactly what I see happening in the stock market over the next 1 to two years, how money will rotate. We'll speak about all that in this video here today. Okay. Second subject I want to get into here today is what are the next AMDs, the next Micron type stocks over the next one to two years. If I go back a year or two ago, right, Micron AMD, by the way, ladies and gentlemen, how could I forget to say this? This is the first ever video I've recorded in the brand new office at the new house. just moved in this weekend and this is history. You're watching the very first video and uh look what ended up making it. Oh my uh my beautiful chair. It ended up making the uh visit to the $5 million house. How about that, ladies and gentlemen? Okay, but Micron and AMD, these stocks were so insanely hated just a year ago at this time. Everybody made jokes about them, right? Trash stocks. They used to make fun of them day after day. Every time I speak about AMD, you know, if I even brought up Micron, no one cared about Micron stock. Give me a break, right? And if I ever brought up AMD, which was a lot last year, people always made fun of it, right? Advanced Money Destroyer and Ad Advanced Money Decimator and all these names they had for this this stock, right? So, what are the stocks that right now people hate? They're not looking at at all right now like gh get those stocks away from me, right? that are going to be a year or two from now the stocks that all a sudden have insane gains and everybody's looking at and they're like wait a minute like this was a great opportunity. I want to share those exact stocks in this video as well. So, this will definitely be a banger of video. All I need from you guys is one thing, one thing only. Do like the sign in my garage says and please just smash that like button. It's all I need from you. I almost forgot this sign, by the way. It was one of the last things I got from the old house. I all of a sudden I realized I'm like, "Oh crap, I got to get my sign, man. My lucky sign." So, smash the like button. Make sure you're subscribed here to the channel. I appreciate you all for being here. Additionally, if you're looking to apply, join my private group, get access to all my course curriculums, access to my private Discord chat, access to exclusive videos, access to thousandx.com, access to see the moves I'm making, all that good stuff. Pinned comment down there, click on that, fill out the form. We did receive over 270 applications last week. So, demand is very high for it. Um, if you apply now, we can probably see if you're a good fit maybe by the end of this week, something like that. Okay? So, that will be the pinned comment down there. Once you join us in there, we'll send you your Steel membership cards to your house, your ThousandX card, and your private stock group card. If you join us on a lifetime basis, you get the black card. Can't see that one. Okay. All righty, guys. So, let's get in this first subject here. Uh, stock market. We're in a crash right now. No one realized it. What am I talking about? Well, here. If you look at AMD stock, right, it looks like it's the greatest stock market ever. Stocks up 320% just in the past year. So, if you're looking at AMD and that's all you're looking at, you're like, "Dude, the stock market's the greatest ever." S&P 500 all-time highs, NASDAQ alltime highs, AMD's up 320%. Greatest stock market ever. You're looking at Micron stock 774% gain over the past year. Greatest stock market ever. Like Micron, $811. You got be flipping my flap check. Have you guys seen what you have to pay for a premium on Micron call options even like a few months from now? like if like we're talking about people are paying like crazy prices for even like $1,000 and like $1,300 strikes for even like a few months from now. I was like shocked. We were looking at it over this weekend. I was like what people are willing to pay that for like people expect this micron run to continue for at least several months to go in the future. It's not like oh it ends today or something like that right Taiwan Semiconductor TSM this is usually seen as a stable company in the semiconductor space right 16% the stock is up in the past year TSM says is this is the greatest stock market in history right same disc oh my gosh that's a holy smokes this ain't no dang joke is right 3,737% the stock is up just over the past year. Like that's ridiculous. Like talk about the greatest stock market ever, right? But okay, so we we look at those stocks and it's like, oh my gosh, this is such amazing stock market. Beautiful, right? Well, the reality is, right, if you look at the Russell 3000, which is just basically the 3,000 largest stocks in the stock market, right? We're going to find something very interesting. 37% of the Russell 3000 is more than 30% down from its all-time highs. That's over a third or in a crash. If you got a stock and it's down over 30%, that stock's in a crash. So, we're talking about well over onethird of the entire Russell 3000, which is over a thousand stocks, right? Are in a crash right now. Now, if you do the more math on this, 65% of the Russell 3000, right, is down double-digit percentages or more from all-time highs. That is significant. If you're in a truly great stock market, right, you're going to find that 80% plus of Russell 3000 stocks are within like a 10% of an all-time high, somewhere like that. That's a truly great stock market. When you have 65% of the Russell 3000 down double digit percentages, that's not a great stock market. That's a stock market where you have a select few doing great. It's the best stock market ever for them and the rest are doing pretty crappy, right? You can't have 37% of Russell 3000 in a crash. Mm- That's not a great stock market. That's a stock market that's being held up by a few of the biggest biggest companies out there, which now is becoming a lot of these semiconductor companies, right? Nvidia, AMD, Micron, TSM, those stocks are holding the whole show up right now, right? And all the short-term money, guess where it's going? It's all going right in those semiconductor stocks, right? Cuz if somebody says, "I'm going to go buy the S&P 500. I'm going to go buy the QQQ." A lot of that money in a waiting perspective is going into where? It's going into the semiconductor companies because those are becoming such a biggest weights. And so a lot of your money gets funneled into those stocks, right? Then on top of that, people are buying semiconductor related ETFs as well. And they're also buying leveraged ETFs on a lot of these companies because why would you not if they just make 8 10 12 15% every day, right? Like that's what people are doing in the short term. And it will work until it doesn't work anymore, right? But for right now, that is the play. But the reality is this is not the best stock market ever. It's a stock market that is being held up by a few big dogs and the rest are doing absolutely crappy, right? Look at the Trade Desk stock. This one was in the news recently because they had earnings. Like Trade Desk used to be one of the hottest stocks in the market a few years ago. And look at this stock. It's down 71%. In the past year, if you own Trade Desk stock, TTD, this looks like the worst stock market ever to you, does it not? Now, you look at a stock like Bath and Body Works, they sell soaps, candles, lotions, that sort of stuff, right? This stock is down 42% over the past year. That doesn't look like the greatest stock market ever, right? So, we got an ad related company that sells ads, doing very poorly. Uh, very poorly as in 71% down the past year. We got a soap candle company down 42%. We have Meta. Meta's down 20% from its all-time highs, right? They just had 33% revenue growth last quarter and it's still down 20% from all-time highs. It's not even at a super expensive like P ratio or anything like that. So it's it's you know it's just it's doing horrible as far as that stock goes. Right. Service Now one of the best companies in the world, one of the best business models in the world down 55% in the past year. 55%. Ouchie is right in regards to that. Right. PayPal, you know, so now we got obviously social media, we have SAS, right? Now we have payments related company PayPal 38% down over the past year for this company. Right? There's all different sectors, all different industries. It's not like it's just like one group is doing bad. No, no, no, no. Countless groups are doing very bad. Right? Adobe stock is down 38%. Over the past year, brutal. RH, high-end furniture company, down 42% over the past year. Remember, this stock's all-time high is over $700. You could buy shares today for 130. Nike, Nike stock is down 32% over the past year, right? It's down to 42 bucks. And I thought I would do something very interesting for everybody here today. Very interesting. You ready for this? I want to show you Nike's so-called competitors cuz you might think, well, maybe it's just a Nike problem. Maybe everybody else that sells shoes and those sorts of things and related products are all doing great. Nah. Deckers is down 25% over the past year. On holdings is down 34% over the past year. These are two main competitors to Nike, which people will find out they're actually not competitors over the long term, but anyways, I don't want to get too sidetracked by this. Under Armour stock is down over 70% in the past 5 years. It's down to $5.88 a share. Now, at this point in time, Lululemon was one of the hottest stocks in the market a few years ago. This stock is down 57% over the past year. Anything consumer related is absolutely in the grave right now. It's 6 feet under and they're putting the dirt on. These stocks will come back to life. Not all of them, by the way, but select few will come back to life and um they're going to have great parties ahead. Celsius Holdings, Celsius, we're talking about an energy drink company, right? The I mean the really the only other option you can really invest in for the energy drink space outside of Monster, right? down 20% over the past year. Stock today, you can pick up a share for 30 bucks. Him stock, whole different industry now at this point in time, right? Talking about teleaalth, this stock's down 47% over the past year. Whirlpool appliance company down 52% over the past year. They should have just made memory chips instead of washers and dryers and microwaves and that good stuff, right? And you know what's crazy about Whirlpool? This stock's getting closer and closer to great financial crisis pricing. Now, that's how bad the stock price is getting hammered at Whirlpool, right? And by the way, they just came out with guidance. They still expect to be profitable this year. Like, they're talking about $3 if not well over $3 of EPS, but it doesn't matter, right? Look at this. The stock, you know, back January 2009 was 29 bucks. Shoot, get a few more down weeks for Whirlpool, you'll be 29 bucks, right? And this is why this is a stock I'm looking at that I'm like, I got to step into stock soon because I mean getting down to great financial crisis pricing, it's pretty darn attractive to me, right? Robin Hood, great company, obviously always innovating. 30% down over the past year. I don't personally use Robin Hood, by the way, but you know, you can't deny the fact that they've built an incredible balance sheet at that company, incredible income statement, and they're always pushing forward, coming out with new products and services sometimes that are questionable. But the moral of the story is they make money, right? down 30% or year to date. That's a 30% year-to- date move. We're not even through six months in the year, right? Fubo, oh my gosh, Fubo, let me take a drink. Need a drink for this one. 71% down the past year. Their numbers are the healthiest they've ever been. They just came out with earnings recently. Look at their income statement. Look at the balance sheet. Like, it's the healthiest it's ever been. Does it matter? Doesn't matter in the very short term. 71% down the stock is over the past year. SoFi Technologies, what can SoFi do? I mean, the numbers are incredible. The growth is incredible. The amount of members are attracting. It's clear SoFi is going to become a like a financial giant in the banking related industry over this next decade, right? As long as they never go bankrupt and Anthony not put the company at risk in regards to that. Like the world is theirs over the next 10 years. Does it matter right now? No. 39% down year to date. Year to date for SoFi 16 bucks the stock's high is around 32. So it's it's it's crashed. It's down 50%. It's with the stock market at alltime highs, right? ELF Beauty down 26%. Efy's all-time high over $200. Today it's 55. They're the most exciting cosmetics company by a mile you could possibly invest in in the world, right? Does it matter right now? No. No one wants SoFi. It's elf off the shelf, right? No one wants a piece of that stock. Has nothing to do with the products, the brands, road, none of that. It doesn't matter right now. People just don't want it, right? 26% down the past year and down what, 70 plus% or 70ish% from all-time highs. Brutal. Dollar Tree, look at this. Even the dollar stores can't get a break. Dollar Tree is down 27% year to date. Year to date. Incredible, right? Absolutely incredible. I just took you through and we just went through, you know, it would have been one thing if I just pulled up like one sector or one industry. I just showed you like a broad range of companies and I would say everybody watching this, you probably know those companies, do you not? It's not like those are some hidden stocks. Like most of those are very famous companies with very famous brands that you can go to stores and find or, you know, use on the internet and all this stuff and your companies use, but yet stock prices just brutalized. And some of those stocks have been some of the best stocks you could possibly invest in over the last 10, 15, 20 years, but they just can't catch a break right now, right? And that is just a small illustration of what's going on in the reality of the stock market right now, right? No, the stock market right now is very similar to the economy, right? The economy, they really talk about this. If you're at the top of the income, like you're the top third of income earners, you're the top third of wealthy, you're doing better than ever. It's great times for you, right? But if you're the bottom two/3 or so, not good. You're barely scraping by, right? You're barely trying to figure out how to make it work. That's the stock market. The stock market right now, one-third of stocks roughly, we could say 33%, I put 35%, but we say 33% of stocks. It's the greatest time ever for them, right? Caterpillar, I think that stock's right around an all-time high. Why? because they need you need a lot of Caterpillar infrastructure, you know, like machines to make all these data data centers, right? So, anything in relation to that, these stocks are like all-time highs. They're doing better than it's ever done. Their profits are skyrocketing. But then twothirds of the stock market, so we say 67% or so, it's just awful. Awful. That's interesting, right? Very, very interesting what's going on there. And this is where for everybody watching this right now, you got to you got to make up your mind in this life. You're either going to be part of the 35% or you're gonna be part of the 65%, right? We can call it the 33% and the 67%. You gota you got to choose one. I figured this out back when I was like 18 years old and I'm like, shoot, man. You're either going to be part of that or you're going to be part of this, right? And I'm like, I got to work my way. I started in this group, right? And over the years and I started getting closer and closer to this and then next thing you know, I jumped over, right? And so, you got to make a lot of money and you got to invest a lot of money. Make a lot of money, invest a lot of money, build your wealth, build your wealth, build your wealth, right? And um stay focused. Stay focused in this game, right? And you'd be shocked at what you can achieve in this life. Right now, my guess is how does all this play out? We're we're you know, semiconductor stocks are flying. You got a third of the market doing amazing. You got the rest of the market doing crap. How does all this play out? This is my personal opinion on how this game will play out. Okay, listen. The semis will top this year or at latest next year in my opinion, right? so much momentum in those stocks and eventually the momentum will stop, right? It's probably going to be either this year or latest next year, then money is going to start to slowly rotate where into the rest of the stock market. Cuz if you're going to sell your AMD, your Nvidia, your TSM, your Micron, whatever, right? So, let's say Micron goes to $1,200 a share. Somebody's like, "You know what? Ring the register. I'm good. I'm out." Let's say somebody did that today. It's 800. Like, I'm out. Right? that money is not going to stick in cash for very long. That money is going to get rotated into other stocks, right? That money is going to get rotated into other stocks. So that's what will end up playing out there, right? And then what also is going to happen is my opinion is T-Man's going to end up chilling, right? Um this has been crazy times obviously with tariffs and everything going on with that and then obviously what has happened with Iran, oil prices going crazy, right? It's been thing after thing after thing. My guess is T-Man's going to chill. And there's been an immense amount of money that has been basically on the sideline, we can call it, right? Uh $8 trillion plus. You'll start to get more and more of that money as things calm down that will come into the stock market. And my guess is when people come in with that money, they're going to be looking for places that are not semi-related, right? Because people all feel like it's a big bubble, right? Like that's the gist of it. Like people feel like, "Oh, this is a bubble." They don't understand this. these companies have the earnings to to back up all this, right? AMD, Micron, these companies have the earnings like their earnings are incredible and they're they're booming, right? And they're ballooning. Um, but you know, people feel like it's a bubble and all those sorts of things, right? And so the hated stocks that are hated right now, over the next 1 to two years, those stocks will be loved. And we're about to go through those in just a moment, but that's what I see playing out, right? And then these stocks that are the ones that are red hot right now, you know, if we're talking about 2 3 years from now, you'll be looking at those stocks and they'll have stagnated or they'll started already a downtrending, right? And so, you know, and I'm a huge AMD shareholder and I wish AMD's, you know, could just balloon their earnings for the rest of eternity. But we know that's not reality, right? Um AMD will go through hard times again. It's not anytime soon. The next few years, revenue is going to be insane. Earnings per share is going to be insane. and AMD is gonna likely get the best margins they've ever had in the history of that business, right? Same thing for a company like Micron like party on right now. But we know that's not sustainable. I was looking at Micron's a little higher level subject for individuals out there. I was looking at Micron's net margins projected on 1000x, right? And I almost thought there must must be must be something wrong. The projections were for Micron this year to have net income margins over 60%. net income margins. I didn't even know that was possible. I've been in the stock market since 08. I if you had a great company, 20% to 25% net income margins were your net income margins, right? If you had an exceptionally special company, you were in 30 to 35% net income margins and that was thought to be the highest. And then Nvidia came along and started having 50% net income margins. And it was like what? That's ridiculous. 50% net income margins. This is net income margin. This is after everything after taxes, after everything. And now we're talking about a memory chip company with 60% net income margins. That's not sustainable long term. I can promise you that. But it is what it is in the short term. And so could they command 60% net income margins this year and next year? Sure. Is that sustainable over the next 10 years? No. No. But that's the game we have going on right now. Right. So that's my guess on how this whole game plays out here. Okay. Next up here, let's talk about what the next AMD MU type stocks are. Right? And when we're talking about these sorts of stocks, AMD Sandex Micron Intel right? Remember how hated these stocks were just at this time last year? Just at this time last year. I'm not talking about three years ago. I'm talking about just this time last year. These stock, no one wanted these stocks. Like I said, AMD was made fun of every time I would speak of it. SanDisk, oh my gosh, think anybody want to buy SanDisk stock a year ago. Micron stock, people are like, big deal. Micron, yeah, they make good profits, but it's just a memory chip company. Who cares about Micron? Intel, I mean, there was a lot of questions about Intel going bankrupt. Bankrupt, right? their earnings have been so bad the last several years and it's just gotten worse at that company, right? And now all of a sudden that's one of the hottest stocks in the stock market. So remember how hated these stocks were at this time last year and so just understand one to two years from now there's going to be stocks that are ultrahated right now that are going to become stocks that are loved and like everybody's like these stocks are the greatest stocks. Okay, AMD, if you want to know why that stock was so hated, understand I'm showing you a 5-year chart here. This stock was dead money for years. That's why it was so hated. So when people made fun of AMD, it's they were looking at the past and they're like, "Dude, this stock's been dead money for years. Nvidia's eating its lunch." You know, you got to dig deeper in these companies. Look at the fundamentals. Look what's actually going on, the technology that's ramping, all those sorts of things, and you'll find out a lot, right? But all the gains, if you look at AMD, it's like, well, their stock's been amazing the past 5 years, up 459%. Dude, almost all those gains have come in the past year. This was a dead money stock for years, and that's why people made fun of it. micron mu 814% over the past 5 years. But guess what? Like 7 what 74% of that gain is just in the past year. This was another stock that was dead money for years. No one cared about Micron stock. It was a joke. Right? Keep that in in mind. Right? Last year, remember last year if you were watching my content last year, I hope you guys were. Right? banging my hand on the table about AMD, right? There's an incredible opportunity. And there was a lot of people that, you know, said, "What are you talking about? Nvidia is going to way outperform AMD." I said, "No, like AMD could, you know, Nvidia could do fine, but AMD is going to significantly outperform Nvidia because Nvidia's already had its big moment, right? AMD is about to go through its big moment when the revenues, the margins, the net income, the EPS skyrockets for the company. Nvidia already had that. So they're just a nice growing company now at this point in time, right? AMD is the exciting one for the next few years. And so look at look at since liberation day, right? Or around the liberation time when the market bottom. AMD is up 434%. Nvidia is up 132%. You still done well on Nvidia. This is another level in regards to AMD, right? So don't just look at the past performance and assume like, oh, this is, you know, this stock's better than this stock. No, you got to dig deep with these companies, right? Now, here's the thing with in regards to AMD before we move on and we talk about what stocks are the next AMD Micron, these sort of hated stocks that will become bangers. I personally believe AMD is going to go between $1,100 and $2,600 before the cycle ends. Now, the thing to understand about this, I'm trying to explain this to everybody, right? When I run my projections, I'm running it based upon like a normal situation, right? So like I average out my revenue growth, I average out my net income growth over time, right? And then I kind of average out PE ratios that I think is realistic, right? So basically if you look at 2030, I have AMD on a bull case being $2,000 plus dollars and you know we can call it $1,100 plus dollars under my base case. Base case is just a fancy way of saying what I actually expect. Bold cases if things go a lot better than I expect. Right now, take a peek. $1,100 plus dollars. Net income margins here, 33%. Which is low, very low if you compare them to Nvidia and Micron. And those are like joke uh net income margins. They could go a lot higher than that, right? Over the next year or two. So, just something to keep in mind here, right? I mean, here I got 25% net income margins, guys. They might blow that away. Look at that. For 2027, I have probably an insanely conservative number of 25% net income margins. Don't be surprised if AMD absolutely blows that number out of the water. Just keep that in mind. And so could AMD run to,00 to 2,000 in the next year or two? Totally possible, right? Am I going to buy call options on AMD and say I think it's going to 1100 in the No. If other people want to play the whole game, go play your games, okay? I'm not playing that game. But would I be shocked if AMD went to $1,100 plus dollars in the next, you know, 12 to 18 months? No. Because people frontr run this stuff. No different than they did with Nvidia. I mean, they pushed Nvidia's market cap up to a $4 trillion plus market cap. You know, pricing in that they were going to have really great numbers. And now Nvidia has kind of been, you know, just chilling kind of around that 4 to5 trillion market cap range, right? Palanteer is another great example. They pushed Palanteer to, oh gosh, I don't remember what Palanteer's market cap got out at the peak. I think it might have been 600 billion or something like that, right? But they priced in a lot and now Palanteer comes out with banger numbers and the stock moves down or stagnates and it's like how? Well, because they priced in a lot for the future, right? So, same thing is happening with Micron now. Same thing starting to happen with AMD. But just keep that in mind. Like if AMD you see AMD a,000 plus in the next, you know, 12 months, just have your flapjacks ready and have some fun. Okay. Okay. Okay, so let's talk about some stocks that are hated that are the next AMDs, Microns, those sorts of opportunities. Elf Beauty is absolutely one of those. The stock's ultra hated right now. It's 55 bucks. I mean, it's down 9% here today. No one cares about the stock. Um, I think it'll be a love stock over the next year or two, right? And I think a lot of the names that you'll see over the next, you know, we can call it year or two that we'll see a lot of momentum are the consumer names. I think a lot of these stocks will bottom probably in the next few weeks, the next few months, and then they'll start a next big run. And I think, you know, a year, a year or two from now, you'll look back at ELF and you'll be like, "Dude, what a hated stock that was, but man, am I happy I bought it?" Like, cuz the gains will be substantial. Like, would could I picture ELF being 125 to 175 a year or two from now? Yeah, I can. Celsius Holdings is 30 bucks. You know, another hated stock right now. This stock's alltime high was right around 100, right? It's 30. and uh you know with the growth they have from the Celsius side, the Alani side and we'll see what they can do with the Rockstar side as well. The distribution, the international opportunity. I really like the conference call of Celsius. I like the numbers. I like the direction the company's headed in. That's another stock that very hated stock right now. Look out for this one a year or two from now and all a sudden you'll be realized it'll be like a love stock and everybody talking about Celsius this and Celsius that, right? Nike. One of the most hated stocks out there, right? I mean, oh, brutal. Brutal the way this one's been hated, right? 42 bucks for Nike. Alltime high, I believe, on Nike is right around 170ish, somewhere around there. Just awful, right? Obviously, one of the better companies in the world, factually, right? But man, has this stock I mean, you know, don't get 23,000% all time, you know, gain without being one of the best out there, but man, it's been a brutal past few years. And you know, Nike's been basically in a massive downtrend for 5 years almost. So, you go through almost a 5-year downtrend on the stock price. Everybody's going to hate you, right? Look out for this one over the next year or two. It'll be once again a love stock. And the stock, Wall Street can't wait to get back in it. By the way, Revolve, RVLV, very small cap company, little over a billion dollar market cap on this one. $18 here today. I mean, this is a stock I think is going to be very loved a year or two from now. one of the best balance sheets of any company you'll find out there. 300 I mean last time I looked I think it was $335 million in cash and cash equivalents and it's you know 1.2 2 or 1.3 billion market cap, something like that. It's insane and like no debt. So, I mean, Revolve is a great opportunity. I think it'll be a very love stock a year or two from now. Just no one wants any of these consumer related companies. They want AI right now. They want chips. They want Micron. They want AMD, right? Estee Lauder, EO, $82 stock. Um, I think this one will see a lot of momentum over the next year or two. This is a stock that's alltime high was well over $300 a share for Estee Lauder. SoFi Technologies. This one, another one, a very hated stock right now. Look out for this one over the next year or two. I think it will once again become one of the most loved stocks in a stock market. Remember with SoFi, when this one moves, it moves insane. Okay? Kind of like semiconductors move insane. SoFi went from six bucks to 30 plus. Like that. Like that. From 6 to 30, 5xed like that. So, it's now crashed. Stock's chilling. So when it goes on its next run from 15 bucks to 45 bucks will happen quick. Now when exactly is that happen? Is it 3 months from now the run starts? 6 months from now 12 months from now your guess is as good as mine as far as the particular timing. But when it runs from 15 to 45 it's going to happen quick and people are like oh my gosh. And then everybody's going to be hyping out SoFi again. And then that'll be the next time SoFi chills out or goes down again, right? And it'll probably go down to 30 bucks after that. So you know just keep that in mind. But SoFi, oh my gosh, Salesforce, one to two years, they're going to love this one. And when I say they, I'm talking Wall Street again, right? I don't they don't still fully understand how much these companies are going to benefit from the AI wave, Salesforce, Service Now, and a lot of these companies, right? And they can't wait to love a stock like this again. So, a year or two from now, they'll love it again. You know, and you might say, well, how does Wall Street not understand? Don't they understand things? No, they don't understand things. if they understood things, they would all been loaded up on Micron last year at this time. And they weren't, right? Micron was a what, $60, $80 stock or whatever. They would all have been loaded up on AMD. They weren't. Now they're playing late to the game. And now look at these stocks. Every day they go up, you know, it seems like 5 10 15%. They're way late to the game. Doesn't mean there's not still money to be made there. There can still be money to to be made there, right, over the next 3 6 9 12 months, but they're late. the in the life-changing money has already been made in those stocks. Now there's like it's still fun. There's still money to be made. Kind of like Nvidia, you know, when it was on that last run from like a hundred to $200. Like there's still money to be made. It's just the life-changing money. Like you had to be in it already, right? No different than Palanteer. Palanteer, you made the life changing money if you bought Palanteer in 2022 at 598, at six bucks, at seven bucks, at 8 bucks, at 9 bucks, at 10 bucks, right? And then it went on its run to $100. That's where the life-changing money was. You could still make money from 100 to 200 because it went from 100 to what 206 or whatever, 208 at all time high. There's still money to be made there, but a double up's not the life-changing money. The 10x is a life-changing money. The 20x is a life-changing money, right? So, that's something very important to kind of keep in mind in regards to these stocks. Next one up here, Service Now, is another one. I think they're going to benefit massively from this AI wave. Uh they're not seeing it right now. They're only seeing the bad side of this. And I think you'll look at the stock, you know, a year or two from now and you'll start to see a lot of momentum in it once again. So, I'm just I'm just adding a lot of shares of these sorts of companies right now while no one cares about them, why everybody hates them, while they're very negative on them, just as I was with AMD, right? And then we'll see what happens. I think it'll be very good, right? Cheesecake Factory. So, I had this one and this is actually a love stock and I think it's going to be loved even more. I was actually at North Italia on night was I at North Italia? Saturday night. Had a great dinner. went out with the kids, my wife, and uh we brought a friend along. Good times, and I got this salad right here. It was actually very yummy. I was trying to eat healthy, but then they put all these meats on, and I'm like, shoot, man. I don't know how healthy that salad actually was after all. Right. Winning Resorts. Win Resorts. Oh gosh, I dropped $952 at Win Resorts on Friday night. Went out with a couple couples and bought everybody dinner. O, zero bond, baby. $952 later. That one. Woo. Good thing AMD had a heck of a run. You know, I think I made a half mil last week on AMD. So, you know, it kind of offsets. But wind, hated stock right now. It's under $100. Anytime wind goes under 100, it's always a pickup. Middle East property, that's going to be an incredible opportunity for this company. Um, they're also going to build likely another tower in Macau uh on the Kai part of the strip by Wind Palace, it sounds like, which is incredible opportunity for them because their occupancy is pushing close to 100%. So, they need more capacity there. And uh Macau continues to be an incredible opportunity. Vegas property very busy. So yeah, it's a company clicking on all cylinders. You got to own Win stock. It's a phenomenal company. Whirlpool, you know, this is one might be a little more risky than a lot of these other stocks, right? But I'm in full belief housing is going to come back strong over the next four years. It's been dead the past four years, right? It really started dying in 2022. So the past four years, Whirlpool's been dead. I believe, you know, and the housing market's been dead the last four years. I believe housing comes back over the next four years and um I think Whirlpool will be a big beneficiary of that. But in the very short term, I who knows Whirlpool might go down to great financial crisis prices 2020 20 something dollars. Like it could happen, right? So I eventually want to start a position in Whirlpool, but it's going to take a bit. And by the way, in regards to their earnings, when the housing market does start to come back, the earnings per share of that company will climb rapidly. the margin profile of that company as it's a manufacturing company at the end of the day. So, they really need volume to really start pushing up margins, being able to push up pricing, and really start pushing up profitability. No different than anything else in manufacturing, right? So, just understand that when the housing market does get moving, Whirlpool stock will be hot and you'll be looking at it and be like, well, earnings only expected this. The earnings at that point will then be way better than anybody anticipates. No different than on the downside it's been way worse. I mean you used to talk about Whirlpool as being a company that could earn $10, $12, $15, you know, an EPS. I mean, we're talking about three bucks this year. That same thing plays out on the upside. So when the housing market does eventually get moving, you could see the company go from three bucks at EPS to then be talking about 5, 7, 10, 15, 20. And that's where, you know, all a sudden game changing money is made in Whirlpool. But that's a game that has to play out. You know, RH super high-end furniture company. If anybody owns this stock, I spent $200,000 with them. So, you know, I'm trying to help you guys out a little bit here in regards to that one. But, um, you know, that's a stock that's done horrible the past several years with the housing market being dead, right? You know, even in the high end, I see a lot of weakness even in the high end of the market cuz not every, you know, even you have divergences even in the high end of the market. Like, the past three and a half years have been a hell of a past three and a half years for me, right? Like it's incredible. All my portfolios have gone insane, right? Um obviously thousandx has gone insane in terms of thousandx.com, all that stuff. So I've been able to make life change money. Bought a house that spent $5 million on. But I can tell you not everybody's in that position that's in the high end of the market. Some people are kind of like stagnant or their net worth's gone up a bit, but it's not like they're like, "Oh my gosh, I'm like doing amazing." Like, so that's something to kind of keep in mind in regards to the high end of the housing market. And so I believe that also comes back much stronger over the next four years. But where the next $30 is for for RH, is it down to 100 or is it up to 160? I don't know. Your guess is as good as mine. But I believe I do know where the next $160 is or the next $130 is for RH. And it's it's higher, right? So, that's one I'm definitely considering as well. There's going to be a lot of short-term crap thrown at you, right? You just got to stay focused on longterm. Like, you know, with all these companies, you find an opportunity you like in the market, swing at it, you know, make it happen. Even if it's a hated stock at that particular time, look at the balance sheets. Look at the income statements. Think about where the the margin profile, the EPS profile that company's going to likely go over the next three, five, seven years. Don't worry about all the short-term crap. There's always a lot of short-term crap. What's going to happen with oil price? What's T-Man going to do? What's going to happen with the tariff rate? What's but you know, it's a million different things. Just stay focused on the long term. Think about the next 5 years, next seven years, next 10 years. You'd be shocked at what you can achieve, right? You know, Micron shareholders did that. AMD shareholders did that, right? Prior to that, Nvidia shareholders did that. Palanteer shareholders did that. So shareholders did that, right? And um we can keep going through it all. Meta, boom, ba boom. You know, Tesla shareholders like myself back in the day. You know, that was first stock I really made life-changing money on, right? All righty, ladies and gentlemen. Pin comment down there if you're looking to apply to our private group. Get up to a much higher level than where you're at. Once again, demand is insane for that right now. Over 270 applications we received last week. 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