This Stock will hit $500‼️

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URL YouTube

https://www.youtube.com/watch?v=mJrp04S7cB8

Statut

Analyzed

Demandé Le

May 19, 2026 at 06:00 AM

Performance Globale

+21,78%

Recommandations

NOW BUY
"Congratulations to anybody that's been buying Service Now recently."
Contexte: "Congratulations to anybody that's been buying Service Now recently."
Prix à la date de publication: $103,42
Prix de clôture du dernier jour: $109,92 (Jul 10, 2026)
Bénéfice/Perte: +$6,50 (+6,29%)
AMD BUY
"AMD, I mean, I when I was talking about loading up on AMD last year and into the, you know, uh, what was at the end of 2024, I think when I first started my position, right? And I was loading up shares last year."
Contexte: "AMD, I mean, I when I was talking about loading up on AMD last year... And I was loading up shares last year."
Prix à la date de publication: $420,99
Prix de clôture du dernier jour: $546,72 (Jul 10, 2026)
Bénéfice/Perte: +$125,73 (+29,87%)
NVDA BUY
"by the way, I like that price on Nvidia. If it was I would be I'd be tempted to buy the stock if it's $222. It's $222.32, right?"
Contexte: "by the way, I like that price on Nvidia... I'd be tempted to buy the stock if it's $222."
Prix à la date de publication: $222,32
Prix de clôture du dernier jour: $202,78 (Jul 10, 2026)
Bénéfice/Perte: $-19,54 (-8,79%)
ELF BUY
"In regards to ELF, by the way, it's a buy before earnings. It's a buy after earnings."
Contexte: "In regards to ELF, by the way, it's a buy before earnings. It's a buy after earnings."
Prix à la date de publication: $54,86
Prix de clôture du dernier jour: $75,76 (Jul 10, 2026)
Bénéfice/Perte: +$20,90 (+38,10%)
ELF BUY
"Anything under $100 on ELF is a steel deal."
Contexte: "Anything under $100 on ELF is a steel deal."
Prix à la date de publication: $54,86
Prix de clôture du dernier jour: $75,76 (Jul 10, 2026)
Bénéfice/Perte: +$20,90 (+38,10%)
ELF BUY
"And so it's a load the boat before, it's a load the boat after regardless of the results."
Contexte: "And so it's a load the boat before, it's a load the boat after regardless of the results."
Prix à la date de publication: $54,86
Prix de clôture du dernier jour: $75,76 (Jul 10, 2026)
Bénéfice/Perte: +$20,90 (+38,10%)
MU BUY
"as far as an investor, always remember with a stock like Micron or semiconductor stocks in general, you want to buy those stocks when no one believes in them."
Contexte: "as far as an investor... you want to buy those stocks when no one believes in them."
Prix à la date de publication: $681,54
Prix de clôture du dernier jour: $991,64 (Jul 10, 2026)
Bénéfice/Perte: +$310,10 (+45,50%)
MU BUY
"So, a good time to buy Micron, sadly enough, is if it's at like a forward P of like 30 and you're looking at like gosh, like Micron used to have a forward P of 8."
Contexte: "So, a good time to buy Micron... is if it's at like a forward P of like 30..."
Prix à la date de publication: $681,54
Prix de clôture du dernier jour: $991,64 (Jul 10, 2026)
Bénéfice/Perte: +$310,10 (+45,50%)

Transcription Complète

Well, you got to be flipping my flapjack service now. Now, stock getting rolling, right? Look at this. Every single batch of shares now positive on Service Now. That stock rocketing higher here today. 9,800 plus dollar move in Service Now. Congratulations to anybody that's been buying Service Now recently. I have shares as low as 85 bucks and as high as 101 there in the public count. AMD AMD's gone dormant the past week or so, right? It's kind of in like uh you ever had a hangover? It's kind of in that mode where it's like a lost day. But this stock has kind of been dormant for the past, we can call it a little over a week now at this point in time. A lot of people want to know where the stock is headed next. Micron kind of a similar situation. People are wondering, has this stock already peaked or is there about to be another big run in Micron stock? The stock's down about 15% from the highs it hit uh right around two weeks ago or so. In this video here today, ladies and gentlemen, four core subjects we're going to get into. One is I'm going to give some advice on this market we're in right now. Okay. Number two, we're going to talk about AMD. Is it preparing for its next big run or are we going to be sleepy on this baby for a while? I'll speak about that. Third subject up here, Micron. Same exact thing. And the fourth subject we'll get into here today is a stock with major upside ahead in my personal belief. And um it's a very strong growth stock. So, we're getting into all that in this video. One thing, one thing only I need from you guys. If you could just if you haven't already done so, smash that little thumbs up icon, that little thumbs up button, that would mean the world to me. And that's all I need from you. As a sign in my garage says, and I will be hanging that sign up probably on this wall over here. Hopefully in the next few days, if you didn't know, we moved and um we're still in the moving in process. My wife's been kicking butt and taking names as far as, you know, getting the whole house ready and situated and whatnot. She's handled so much of it. So, I definitely appreciate her in a massive, massive way. Make sure you're subscribed here to the channel. This is my view from my office right now. It's just it's just dirt. But you guys want a little sneak peek. This is what my view is going to be from my office very very shortly. Not exactly this. I've changed some things around and the mockups and whatnot, but roughly this. So, that's what I'll be looking out to and uh we can call it four to 6 months from now. So, looking very, very forward to that. Since we're moving in, we got a whole new situation going on. I thought I would do a big sale for you guys. So, we're do a Memorial Day sale from my gold Patreon tier. This is my highest tier. This is the one that has the most demand. Um it's going to be a pretty spectacular sale. Usually that tier is 145 to get in. It'll be 49 bucks for one day, one day only. If you want access to the sale, that will be the pinned comment down there today. That's access to the buys and sells in my Patreon portfolio each week. Access to become master stock market course and you get access to other things as well. But those are kind of the two of the main things. So yeah, that's my number one stock market course ever, by the way. That is for the gold tier. Pin comment down there and uh enter in your name, email, or phone number, and we'll send over the deal when it does drop. Uh that is a week from today, basically. Okay. All right, ladies and gentlemen, let me give some advice on this market. Listen, we've been in a bull market since Q4 2022, right? Very strong bull market. If you've been in the market last few years, you should have made a lot of money. I mean, if you've been in the market last few years, bare minimum, you should have made tens of thousands of dollars. If you're a little bit bigger player, you should have made hundreds of thousands of dollars last few years. If you're a big dog, you should have made literally millions of dollars just since that Q4 2022 time frame. Right? No, we had two crashes prior to that, right? We had two crashes in less than three years span. We had the 2020 crash during Rona, right? It was only a few month crash, but it was brutal. It was like the fastest the stock market ever fell, right? And then we had the 2022 crash, which was a much longer time span, right? That one from the Q4 2021 peak to the Q4 2022 trough, the NASDAQ ended up falling right around 37% roughly. Right? That was a long kind of time period in regards to that one. So that got everybody a lot of investors to start thinking like crashes are normal. Like it's normal for the NASDAQ to just go down 30 plus% like you know in in a matter of months, right? That's not normal. That's not normal. We went through kind of a freakish time period there, right? And now people are anxious about the next crash and they're thinking about the next crash, right? And they're seeing a lot of the stocks that have rocketed recently. Whether we go back to Nvidia from a couple years ago, whether we go to AMD recently and Micron recently and SanDisk and some of the memory chip plays, right? People are like, uh, I don't know. They're they're anxious. They're ready for the next crash now at this point in time. Right now, we look at the public account. We go back 3 years ago. Public account's right around $1.4 million. Here today, it's right around $4 million. Right? There's a lot of frustration, a lot of frustration from people that have been in cash the last few years. Remember a ridiculous amount of people started to move to cash hoarding essentially in 2022 and 2023. Why did they do this? Well, there was a lot of fear around the stock market that particular time, right? Two, interest rates went much higher than anything we had seen in the past, you know, really since the great financial crisis. So, people started saying, you know what, I want to buy a 2-year Treasury. I want to buy a 5year Treasury, a 10-year Treasury, a 30-year Treasury, right? And so people started thinking about buying treasuries in a way they hadn't for the longest time because like gosh man I can make 5% of my money in a over the next year. That's amazing. So a lot of people start to lock into treasuries back in 2022 and into 2023 thinking oh this is genius. I'm going to make an easy 5% guaranteed. Right? Oh boy. Have you seen the market the last few years? It would it end up there's always a catch right? Whenever you think you got that easy money, listen, it always ends up being a catch. It does it not? Right? All these people thought like, "Oh gosh, this is gonna be so amazing. I'm going to take my money out of the stock market and just get 5% guaranteed." And it was a trap. You missed out on ridiculous money you could have made in the stock market the last few years. Like, oh my gosh. So then it's happened. And so there's a lot of pentup frustration from people that are, you know, in a situation where they're looking and they're like, "Man, can this market crash?" And um the thing is they need a very very powerful crash to even have it make sense for how much in gains they missed out on over time, right? So they're rooting for a crash. They're hoping for a crash. They're on the sideline with, you know, depends on how much money they got, hundreds of thousands of dollars, millions of dollars, some people tens of millions of dollars waiting like waiting for this crash to happen, right? So they can buy in for cheaper, right? So you get a lot of that commentary out there, a lot of people hoping for that, right? And additionally, one last thing, one last thing. list and there's been a lot of people on this run that have been trying to bet against the market. I can go all the way back to 2023. People were trying to bet against the market thinking like the 2022 crash was just part of it. It's going to be a much more elaborate crash in 2023. So, a lot of people got wrong. A lot of people went in 2023 and throughout 2023 were extremely skeptical and extremely bearish, right? Kept betting against the market and kept losing again and again. 2024, it's kind of similar. People started getting more bullish, but a lot of people still betting against the market, right? And now recently, I'm sure there's plenty of people out there. They're trying to bet against the memory chip companies and AMD and all these other stocks that have rocketed higher recently. And it's like, you know, we'll see. We'll see about that. Right now, control what you can control. Two of the best football coaches of all time, right? In terms of leading their men into victory, uh Nick Sabin and Bill Bich, one in the NFL ranks and one in the college ranks, right? They have a they have a philosophy on control what you can control, focus on the process, right? Both coaches believe the external factors like scoreboard, the media or your opponent are distractions. True success comes from mastering the daily preparation, adhering to strict standards and executing your specific job. Ignore the noise. Bichc famously tells his teams to block out external distractions. Sabin echoes this by asserting that the score or your opponent shouldn't change your level of relentless effort. Focus on the work rather than stressing over the outcome of a game. the demand the demand 100% focus on the micro steps required to get the job done. Discipline and execution. That's what these men believe, right? And they're more successful than anybody we've ever seen at those, you know, sports. It's incredible, right? What they've been able to get out of their athletes over the years, right? And so in the stock market, you got to understand there's a lot of distractions out there. There's a lot of, you know, talk and blah blah blah, right? And none of that you can influence or factor. You can't control whether the stock market crashes next year or whether it goes up 20% next year or whether it's flat next year. You can't control what the hot sectors are going to be, what the hot stocks are going to be next year, right? You can control what you can control. So, I'll give you an example of like what you can actually control versus worrying about stuff you can't control. Right? If you use thousandx.com, we have the dopamine part, right? That sh that allows you to make a bunch of watch list around your stocks, right? That's not where your focus should be. It's cool to like see, okay, my stock's up today, down today, right? Or should I buy this stock or not, right? But this is where your focus needs to be, right? Looking on companies valuations, drilling, 12-month EPS growth, next year's expected EPS growth, right? Comparing companies versus each other. That's where your focus should be. Looking at your charts of your companies and where the actual fundamentals of your companies are going over time, not the stock price, the stock price going up or down? No, no, no. The actual fundamentals, that's what we focus on in our charts feature, right? the reports, running basic level reports and the hedge fund level reports right through 1000x right that's where focus should be learning about your companies in depth looking at the financials of your companies running your projections on where this company should go over the future years if their revenue goes here their net income goes here and their PE ratios go here right listening to earnings calls we even have the AI transcripts in there all that good stuff right that's where the focus needs to be not worrying about is the stock market going to go up or down right so the distractions you have to deal with in the stock market who's president. The amount of people that have missed out on so much money because their guy was not the president of the United States is astronomically high. And the amount of people that freak out because this guy's in office or that guy's in office. Listen, you know, when I first got in the stock market, it was the end of George Bush or George W. Bush, right? And then Obama came in and then it was Trump and then it was Biden, then it was Trump, right? Uh who cares? Like, you know, invest under any president. It doesn't matter what your political beliefs are, whether you think this guy's running the country under the ground or this guy's doing great. Don't focus on that. Okay? Geopolitics, what's going on in China and what's going on in Taiwan and what's going on here and what's going on there, right? All a big distraction for you in the end to freak you out of the market, right? Market talk. All these people trying to time the market. Oh, they're going to sell out all their stocks and they're going to buy back in. They're going to sell all none of that is going to end up making you money. It's just going to end up costing you a fortune. the more you're worried about who's the president in geopolitics and trying to time the market and is the market too high and oh it hit an all-time high maybe it's going to go down now that's just going to end up causing you to lose out on so much money over the years and I've seen it time and time again I've now been in this game what 17 years 18 years I've seen it time and time again the focus needs to be on finding great companies and investing into those great companies and tracking those great companies making sure when you listen to those conference calls everything's right where you need it to be grading those income statements when they come out. That's where the focus needs to be, not on trying to throw darts at a dart board on like, you know, is the market going to go down next month or not. Like, you know, I've just watched so many people miss out on so much money. If you want to sell stocks, it needs to be because your companies are, you know, fairly priced or overvalued and you're looking and you're like, there's not much money to be made in this company because when I run my projections, I'm only getting a 7% Kaggar over the coming years and I got other companies I can get a 15% Kaggar or I got better opportunities for my money out there. That should be your selling decisions, not hm the stock market might go down next month, so I need to sell my stocks. Like, no, you can't predict that. I don't know one person on this planet that can do that. the greatest investors of all time. They can't do that. I've been in the market forever. I can't do that. You can't do that. And so that's just a total gambling decision. Come to my You want to gamble? Come to my city, man. Come to my city. Go down to Vegas, you know? Go down the strip. I look out to it every night. It's beautiful. Go down there and have some fun. You want to gamble? Don't gamble in the stock market. Go play some craps, okay? Go play some blackjack. Go play some Bakara. Okay? That's what you go do if you want to gamble. Don't gamble your money in the freaking stock market. What are you doing, man? Focus on great companies, invest in them, building a stronger and stronger portfolio over time, and quit costing yourself fortunes of money, right? I learned when I ran track in college, right? I learned something very valuable at that moment that I've adopted in my whole life ever since. Right? I learned very early on I cannot control how fast the other people in my race run. I cannot control the weather conditions and whether we got a run into a headwind or we got a tailwind behind us. It's completely out of my control. God, whatever you want to do with the weather is whatever it is. However fast somebody else runs, it's it's irrelevant to me. I need to focus on my race. I need to focus on my training. And that's what I learned. And I'm like, I'll do my training and I'll, you know, the the team and then I'll do extra training afterward and I'll focus on me and I'll get up the rings faster that way, right? And I saw success in doing that. And so I've carried that throughout my life ever since. And um that's what you need to do in the market. Like don't focus on everybody else. Don't focus on all the talk and the distractions. Focus on you. Focus on building your portfolio and making sure you're finding the next great companies to invest in. Man, that's the name of the game. Speaking about great companies that are phenomenal companies, we're talk some AMD. Let's go. Let's go AMD. Okay. So, listen. Regarding AMD, if you look at the forward P of the stock, it looks expensive, right? 63 forward P on the stock. That's about triple up where an average stock in the market trades at. Right? Now keep in mind this is very important everybody understands this watchness. Listen that 63ph probably way lower in reality. It might be a 50. It might be in the 40s because the profitability over the next 12 months is likely going to be way better than Wall Street or is anticipating. Lisa Sue, if you look at her track record, she continuously comes in and beats numbers. It's she's very rare ever comes in and misses numbers. she's usually going to come in and beat estimates again and again and again again. Now, we're also going through a time period when their GPU demand is about to take off like a rocket ship over the next several years. And CPU demand, their big dog, is now seeing way stronger demand than anybody anticipated, including myself. Even bulls like myself, AMD is my biggest possession in the public account. Even it's even like way bigger in terms of CPU demand than I thought than even Lisa Souk thought. So, what's going to happen with CPU pricing over the next year? in the next several years going to go way higher than any of us had anticipated. So the margins and the profitability is going to be likely way more extreme than anything we anticipated. So even if you look at a 2-year 4P now the stock doesn't look very expensive 23 that might end up being a you know it might end up being way lower than that. The four the 2-year 4P might be a 10 on the stock right now. It might be a seven. Like I like we don't know. We just know it's in a stage where profitability in margins are going to be way better than anybody anticipated. So basically, you're in a time period when AMD is going to have a little bit of trouble moving off of fundamentals right now because everything is just going to get more and more and more exciting. And so the bottom line is what do you know when you know a stock like this? It's just going to go higher, right? And where it's going to top at is debatable. But that's why I told you guys I could see AMD, even though my projections when I run my projections, I have AMD going to $1,000 over the next few years. I wouldn't be surprised if AMD went to $1,000 plus dollars this year, next year, way ahead of where I expect them to go because the market doesn't move in perfect like, oh, you know, it's going to go to a,000 in this, you know, specific year because now they're at this net income. In a perfect world, that would work. But the stock could run to a thousand plus this year or next year based upon pricing in the future, right? Because that's what stocks do. Especially popular companies like AMD, a lot of times they price in the future. And so AMD's on a heck of a run. And you know, the next big thing you got to keep in mind here, the next big thing in terms of moving the stock price is this Nvidia. Nvidia is coming out with earnings this week. Okay? Literally in a couple days from now. If Nvidia rolls, by the way, I like that price on Nvidia. If it was I would be I'd be tempted to buy the stock if it's $222. It's $222.32, right? Listen, if Nvidia rolls this week, you're going to see AMD go 500 plus fast. But a Nvidia's got to roll. So, Nvidia's got to come in with much better numbers commentary than anybody anticipated. If they could do that, I mean, and it's a tough it's a big bar for Invid. It's it's it's tougher than ever for Nvidia to kind of shock and awe now because like we've been so used to it the last several years, right? AMD is in an exciting stage because they're at the beginning of that process of kind of like the shock and awe phase, right? So it's it's super exciting. Nvidia, it's tougher. They can still do it. It's just a more challenging environment for them to do it, right? Because we've got they've been doing that for years now at this point in time, right? And so we kind of got used to it. So now for Nvidia to press, they've got to really just come through with something crazy, right? or a crazy conference call, right? And so if Nvidia rolls this week, next thing you know, you see Nvidia 250, 260, 270. Don't be surprised if you see AMD 500 plus because that will pull that, you know, the whole ETF up, that will pull all semiconductors type stocks up. They'll bring even more excitement around AMD and what the demand potential is there. So that's something to keep in mind. Now, if Nvidia falters, stock falls a bit, AMD could chill a little bit more, maybe go down to 400 or something like that. So do keep that in mind. Okay. Nvidia, by the way, Wednesday after the bell. And there is ELF on the Shelf also reporting, which you know, this video is not about ELF, but I can't wait for ELF's numbers and the guidance and everything in regards to that. Right. In regards to ELF, by the way, it's a buy before earnings. It's a buy after earnings. I don't care honestly what happens with Elto. Elto could go down 20% on earnings. It's a bigger buy than ever. ELF could go up 20%. It's still a huge buy. Anything under $100 on ELF is a steel deal. And so, the further it is under 100 is like insane, right? And so it's a load the boat before, it's a load the boat after regardless of the results. Um, ELF exciting stock. Okay, next one up here, Micron. So Micron's an interesting one. Uh, different dynamic than AMD and Nvidia, right? It gets put obviously into the whole semiconductors, but always understand these memory chip companies are always the most disrespected companies and pretty much in the stock market. They're even more disrespected than honestly the oil and gas giants, which is a whole level of disrespect, right? And the reason being is these companies go through up huge ups and down cycles, right? Right. Where you know, one moment it's like their earnings per share, their revenue, their margins are just up and to the right and just going insane. It's like how is that company making so much money? Like what is going on there, right? And then next thing you know on the downward cycles, the profitability just plummets. Now, usually there's a plateau period in between those. So, you know, it's like the company's revenues are going insane, margins are going insane, profitability is going insane, and then it starts to kind of flatline for a year or two and then usually after the flatline phase, there's a massive down cycle, which is brutal to go through. The margins plummet, usually not for quarters, but for years before finally a plateau stage happens again and then the next upward cycle. And so, Micron's very exciting right now because they're in the upward swing of a cycle, right? where revenue, margins, profitability going insane and will likely continue to for at least the next 2 years and then we could debate if it's 3 years, four years or 5 years in regards to the overall cycle. Right? Now, MU could make a move to a,000 plus if these estimates are low. Right? Now, a lot of people look at this and they say, well, Ford Ps are so low, two or four Ps. That's what happens when MU is in a big upward cycle. like they usually get down to under a 10 forward P when they're in a big upward cycle. This isn't uncommon, right? But if these numbers are actually, you know, let's call it the the forward P in reality is much lower, then you could see the stock make a move to a,000 plus, right? But the issue with Micron and the reason it has it's going to be harder for Micron to let's call it eclipse AMD's move over the next whatever amount of time we want to throw at it, right? is not just because of disrespecting the business model, but because Micron's already around peak margins. Listen, this year they're talking about 60% net margins on this company. I don't even know how that's possible. All I know is that's not sustainable at all at all. The 60% net margins on any company is not sustainable at all, but especially for a company like Micron. So this company's already in a phase for the next year or two where it's as good as you get in regards to net margins. That's not sustainable. To give you some reference on this, right? Remember this is a memory chip company. A memory chip company. To give you some reference on this, Nvidia, which has the most insane margins ever and they have there's nowhere else you can go to get chips of Nvidia's caliber, right? AMD is pretty darn close now at this point in time, but there's still there's nowhere else you can go. Micron, I can go to several different suppliers and get chips in memory chips just equivalent. Several different suppliers, you know, depending on if I need NAND or DRAM, right? Nvidia, you can't. They have a 101 and every big tech company in the world wants their their specific chips, right? Even Nvidia is not at 60% plus net margins. They're in the 50s, which is still insane, right? Insane for company have those sorts of net margins. If I show you three of the greatest business models in the world, you're going to think of Apple, you're going to think of Meta, you're going to think of Google. My gosh, are those great business models, right? Net margins on Apple 27%, net margins on Meta's around 33% and net margins on Google, McDougall around 38%. So, the moral of the story is Micron 60% net margins are not sustainable long-term. Their net margins over time will go back to more like a 20% range. It's not going to happen in the short term because their demand's so insane, but it will happen over the longer term. So that's something to keep in mind and that's what kind of puts a lid on Micron's stock price for a bit, right? So that's why I'm like there could be more upside in Micron. It couldn't make a run to a,000 plus, but they need to we need to see even way better profitability than people anticipated, right? And when you start talking about these sorts of net margins on this company, it's going to get hard to push it up higher and higher and higher, right? And so just something to keep in mind. Micron stock will peak years before the the profitability peaks. That's the other thing you got to understand about Micron. The the stock price could peak maybe even this year, right? Let's say Micron goes on another big run, goes to $1,200 possible. That could be the peak for Micron for the next several years. Even though profitability cycle maybe doesn't peak till next year or 2028 or maybe even 2029. That's what happens with these stocks. And I can give you example example over history even through Micron stock of that exactly happening. The stock price peaking way before the profitability cycle peaks right and then the company will keep coming through at great numbers great numbers and people keep buying the stock and they're like why is the stock not going up it's so cheap it's reporting great numbers and then next thing you know eventually they keep holding the stock they still haven't made any money and the profitability starts to erode because now they start going through a down cycle. the margins start to erode. They're starting to go through a down cycle and people are like the freak. Next thing you know, you're down 50% on the stock. The best time to buy micro stock as an investor trader is, you know, that that's a whole different game. If you're trying to trade in and out of stock, who knows? It can go from 600 here to,200 to a,000, whatever, right? That's all debate. Trading will throw darts at a dart board. But as far as an investor, always remember with a stock like Micron or semiconductor stocks in general, you want to buy those stocks when no one believes in them. when the sector is just max negativity, that's when you go and buy those stocks and that's when you can pick up shares for insanely cheap. Now, those stocks will also trick you at that particular time cuz a lot of times the forward PE or the for or the trailing 12 month PE might look really high and so it's usually actually better to buy a stock like Micron as an investor. Once again, trader is a whole different thing. as an investor where you're thinking about investing in this company for the next 3, five, 7 years, right? It's usually best to buy it when it's at a high P ratio. So, a good time to buy Micron, sadly enough, is if it's at like a forward P of like 30 and you're looking at like gosh, like Micron used to have a forward P of 8. Eight's the dangerous part. that once again from a trader perspective you might be able to ride it and have some fun but from an investor perspective it's almost like opposite of what you usually want to do in the stock market you want to buy them when and I can show you time and time again when Micron was a very high PE and it was actually a great time to buy the stock because that mean they're at like a trough of the profitability cycle and they're about to go through a major upward cycle and I hope this wasn't too you know um advanced talk for some people out there if you're newer to the market it might be a little more advanced but for uh people that have been watching watch me for a while, you probably are enjoying this discussion. But this is the way it works with a stock like Micron. And it can work with other semiconductor stocks as well. And also pay attention to commentary around these stocks. AMD, I mean, I when I was talking about loading up on AMD last year and into the, you know, uh, what was at the end of 2024, I think when I first started my position, right? And I was loading up shares last year. Oh my gosh, the commentary was so negative. I mean, even on the channel, you know, people are taught advanced money decimator is there just always bad stuff about AMD. And that's usually a great time to pick up a stock. When there's a lot of negativity, that's how it works with these stocks, right? When all the commentary is positive, that's when you got to step back and you got to be a little bit more fearful of semiconductor stocks. When everybody's got good things to say, that means you're probably toward the end of a stock price cycle. Not, it doesn't mean like that day it's going down, but you're toward the end. Like the big money's already been made. Basically, that's way it's like a bandwagon situation. It's funny the way it works in regards to stocks in general, but especially semiconductor stocks. So, just keep that in mind, ladies and gentlemen. And um so that's the situation with Micron. It might have one more big run in it, right? And so, we'll see, right? But, um yeah, 60% net margins are not sustainable. Ask anybody in the stock market, they're going to like if you know anything about stocks, like you know that's not sustainable over the long term, right? Okay. Now, let's talk about a stock that has some big upside. It's a growth stock and I love this one and I've been buying a lot of shares the last few months. This is one that man I mean the whole Listen, it's a SAS company obviously, right? Uh SAS stocks, listen, these stocks are just the commentaries are so negative on them that no one has anything nice to say about these companies. It doesn't matter if we're talking about the stock we're about to talk about or talking about service or salesforce um it doesn't matter into it Adobe anything in the SAS space is just they're so negative around these stocks right now right and um this particular company Service Now I love this stock I love this stock okay Service Now um even after today's big move it's still a very cheap stock okay $103 market cap under hundred billion in this stock right this is a trailing 12-month revenue chart of this company. This is where we're expected to go here. All right. This is the earnings per share. This is where we're at right now on a trailing 12 month basis. This is where we're expected to go, right? It's top tier business model. This is a free cash flow of the company on a trailing 12-month basis. I mean, just a top tier business model, right? Free cash flow per share for this company. Here's the best part. We're watching all these charts go up into the right, but guess which one has gone down into the right. The one you really want to see go down. And it's historical PE. You used to have to pay, you know, ridiculous prices for Service Now in regards to PE ratios. And now we're way down here. Now you get Service Now for cheap. So everything's better than it's ever been at Service Now, right? But you get the stock for as cheap as you ever would have thought you could get this stock for, right? Look at the operating cash flow of this company and the trend there. Look at the operating income of this company and the trend there. They're one of the biggest AI beneficiaries in my opinion over the next several years, keyword several years for this company. And so, you know, if you really want to go in depth with Service Now and you have access to thousandx.com, do a first generate an entry-level report and learn about this company in a matter of 10 to 15 minutes. You'll be shocked at like how far up you can get without knowing that much about Service Now. And then once you've gone through that, then generate a hedge fund level report on onx about service now and be prepared to be like shoot man like this company has some pretty incredible opportunities. Okay, I hope you guys enjoyed today's video. I appreciate you for joining me as always. Once again, our big 1day sale for the gold Patreon tier will be coming. That will be the pinned comment down there for access to that. See the buys and sells in the Patreon portfolio each week. Get access to my number one stock market course ever. Become a master stock market. you get access to other other things as well. That is best for people that have under 50K um or if you're in your first year of investing. I mean it's just the gold tier is amazing. Okay. All right, guys. Much love as always and have a great