The Market is preparing for UNBELIEVABLE MOVE‼️

Are you ready for some flapjacks to be flipped? Ladies and gentlemen, in all seriousness, this market is ready for an absolutely monumental move and not a lot of people are ready for this. As somebody that's been in the market 18 years, I've seen many cycles. I've seen many times where this market is soaring higher, many times where we've gone kangaroo mode, many times we've gone bare market mode, right? And there's something there's a bunch of specific things that are all happening simultaneously that's setting up for a monumental move. And I I don't think anybody's prepared for it. I don't think anybody's even thinking about what this move's going to be. And um we got to talk about this, right? It's not what you think and it matters significantly. AMD, it refuses to stop. Another another one, another all-time high. Congratulations every single AMD investor out there. It refuses to stop. $542 a share here today. Look at the public count position alone. up $1.1 million of profit. Unbelievable. Every AMD shareholder, you've done well for yourselves. Right now, Meta Stock has started to move here, right? The stock was up over 4% here today. Up $524,000 on this particular stock. Is this dead money waking up? You know, we might have to chat about that here today in this video. But there's two core subjects I want to speak about in this one here today. Okay. One is I'm going to talk about this insane move that the market's setting up for. What's going to happen? how long this is going to take, where the money's about to move, the next big sectors that are going to benefit from this, all this, and all those sorts of things. Okay. Second subject we'll get into in this video is I want to show you my entire public account in this video, and I want to talk about every single position. I want to give you an updated thought on AMD stock, Palunteer stock, Meta, SoFi, L fell off the shelf, all these stocks, okay? I want to talk about them all in this video here today so you I can just give you kind of my updated um opinion and where those stocks are headed from here and and all those sorts of things. Okay, I appreciate y'all for joining me as always. Thanks so much for being here. One thing and one thing only I need from you guys before we get rolling here. If you have not done so, just smash that like button, hit that little thumbs up icon. That's all I need from you. I appreciate you for doing that. And to everybody that's already done it, well, you didn't need me to ask. Thank you for that. Make sure you're subscribed here to the channel. Also, we are now at um How many subscribers do we have now on the channel? I don't know. It's a lot, but I appreciate you being there and do as the sign in my garage says there. I took this uh picture from the upstairs of my house. They filled my entire dining table up here today. 51 private group members have hit six figures plus in the last two weeks. 12 members hit seven figures plus in their portfolio in the last two weeks. Congratulations to all investors, you know, hidden new milestones out there. It's unbelievable to see. Congrats to private group members. And also make sure you guys are always nice to I don't know if you guys know the one that sends those trophies out is my wife. So, you know, make sure you guys are extra nice to her, okay? It's not just like some random employee that like works for me or whatever. So, I hope you guys appreciate all the work she does for you cuz I all I do is sign the trophies. She's the one that actually ships out every single one of those trophies. So, just want to let you guys know that. Okay. Now, if you're looking to apply to join my private group, take your investing up to a much higher level. That will be the pinned comment down there. That is about to close to new members here very shortly. So, if you want to get in there before we close down for new members, that will be the pinned comment down there. And uh we'll send you your steel membership cards to your house as well as your membership box, which Trevor sends out. So, always be appreciative of Trevor for doing that for you guys. Okay. All righty. Let's get rolling here, ladies and gentlemen. Listen, if you look at the stock market, a heat map the last three months is very crystal clear what you see, right? We have the AI fund category over here. Any stock that is seen as a beneficiary of AI, right? Is having a grand old time is partying, right? Look at MU. Just in the past three months, the past three months, Micron stock is up nearly 170%. Ridiculous, right? Meanwhile, the rest of the market is bleeding. Absolutely bleeding, right? Something is about to break. This, ladies and gentlemen, is not sustainable for the long term. It is the way it is right now, but this is not sustainable whatsoever. I want to show you some of the most impressive, the household name companies, some of the best growth companies you're going to find in the market. And look what's happened with these stocks this year. Right? Service Now stock is down nearly 20% this year. one of the best companies in the entire stock market down nearly 20%. And this is after last year got absolutely obliterated, right? Shopify, one of the best companies in the entire stock market. This stock has gone down nearly 29% this year. The funny thing is companies like Shopify in companies like Service Now, if anything, they might actually be AI beneficiaries and they still have gone absolutely slammed. Look at a stock like SoFi. Oh my. So down over 40% year to date. This is one of the strongest best growth companies in the entire stock market and 40% down so far this year. Brutal. Salesforce Mark Beni off one of the best CEOs in the world proven over time and another AI beneficiary likely long term. But what's it matter? 25% that stocks gone down this year. And that's after last year. It fell a bunch as well. Look at the Palunteer. Is there a stronger growth company in the world than a Palunteer? This is a one of one masterpiece of a company. What does it have to see? Down another 6.5% here today. Down nearly 19% year to date, right? I mean, the stock's down what $60 a share from its all-time high. And this is with a company just clicking on all cylinders, reporting just shockingly great numbers. Like every time Palanteer reports, I'm like, "How did they do that number? How did they do that?" But it doesn't matter right now. No one wants to own that stock. Look at this one. Nike. Nike over 31% down this year. Stock already was dead. They buried it even deeper. Like how how much pain can one stock take? And brutal. Absolutely brutal. Estee Lauder. Say it louder for the people in the back. Down nearly 25% this year. This one's alltime high was like $370. And um company's numbers are all trending in the right direction. Nike as well, but it doesn't matter yet. At the end of the day, no one's paying attention to these stocks. No one cares about these stocks right now. They're just they're buried. They're they're they're buried alive right now. That's what I would call it because none of these companies are dead. And many of these all these companies I'm running you through, they're all great companies. They're the furthest thing from dead. They're buried alive. That's the best way I could put it. They're buried alive right now. Okay. Elf fell off the shelf. 34% down year to date. Oh my gosh. We're talking about this is the most exciting, best cosmetics company, beauty company you can invest in in the world. And look at it. What's it got to show for? 34% year-to date down. brutal winning resorts hasn't even been winning this year. Down 14% so far this year. Celsius Holdings, oh my gosh, Celsius is there. This is the most exciting drink company in the world. Second to none. They're the number one. What does it have to show for it? 38% down. This stock's down nearly 70% from its all-time high. Nearly 70%. It's buried alive, right? I'm going to run you through more stocks. Yeah. Oh, let let me run you through one more and then we'll take a little break and we'll start running through more stocks. American Express, does it get more quality than American Express? The answer is no, it does not. This is the definition of quality stock, the highest quality. If we were to have an S tier stock for the most quality stocks in the market, American Express would be right up there at S tier. Unbelievable. As good as it gets. And what does it have to show for it? 19% down year to date. These hits are hard, ladies and gentlemen. Hard. And these are four great companies. And so you got to ask yourself, is this sustainable? And so when I hear somebody say, oh, you know, market's overvalued or there's no good deals in the market, I say, open your eyes. You don't understand the damage there is in the market. You don't understand. You haven't looked at the facts around how many stocks are down 30, 40, 50, 60, 70% from their all-time highs. And we're not talking crap companies. We're talking the creme dela creme, high growth companies, companies with the best business models in the world. And yet their stocks are buried alive right now. They've been all thrown out. Anything of these sorts of stocks have been absolutely thrown out. That's not sustainable. That's a freak market. That's not a market that's right in the head. This is the type of stuff that happened in the great financial crisis. The great financial crisis, it didn't matter what your business model was. You were going down. Chinatown, everything, right? In this market, almost everything is going down and we'll get into that shortly. Right? Look at Cheesecake Factory. This is a freak situation. We call it the freak. Okay? 22% up year to date. That's unbelievable. But we look at outside of Cheesecake Factory in that one freak situation and it's ugly. Look at McDonald's. McDonald's, this is the one company that good times usually the stock does good. Bad times the stock does good. Kangaroo Times the stock does good. Mc It's McDonald's. Like they're always going to put up the numbers regardless, right? And yet what does this stock have to show for? It's down 9% this year. For McDonald's, that's actually a brutal move. That would be like a semiconductor stock going down 30%. When you're seeing McDonald's down 9%. Chipotle, who's been watching the channel for years, who was the one that when Chipotle was the hottest stock in the market a few years ago, who was the one saying this stock is topping, I'm betting against this stock, remember? You remember? And um sure enough, Chipotle down, Chinatown another 23% this year. It's already been getting obliterated. I mean, Chipotle is down way over 50% from its all-time high it hit a couple years ago when that stock was redot back then, right? Young Brands, Young Brands, Pizza Hut, Taco Bell, who else do they own? Um, Pizza Hut, Taco Bell, KFC, if I recall as well, right? Young Brands down this year. Texas Roadhouse, arguably the most well-run company in in the restaurant space. It's between them and Cheesecake Factory, right? And uh what does the stock have to show for it? Three 3% down this year, right? Like, man, it's just it's ugly out there. And so, here's what it is. You know, it's it's it's I it's like I I may had AI make me two islands here, right? And one island is just perfect water and it's like vacation times and people are just having the time of their life, right? And you got an island across the way and it's just like a total war zone right now. And this is how it is in the stock market right now. AI related stocks, Micron, AMD, Nvidia, Marvel, uh Google, these sorts of stocks, SanDisk, run them all, right? They're they're in paradise right now. Nothing you can do to get these stocks down. They are just having the time of their life. It's never been better, right? And meanwhile, just about everything else is in an absolute war zone right now. They're fighting for their life. Not as a on a financial front like, oh, these companies are doing so bad. No, many of these companies that's ran through are actually doing better than they've ever been. But their stock prices are fighting for their lives. They are buried alive. Unbelievable. Now, this is going to go one of two ways, ladies and gentlemen. Listen. Either the AI stocks, the MUs and the AMDs and the Nvidas and the Marvels and the Googles and all these stocks, they're going to go over to that other island and it's going to be a war zone and it's going to get ugly. or all these stocks that are great companies, right, that have been in an absolute war zone with their stock prices for the last couple years here. They're going to go join the party and it's going to be paradise and they're going to have the time of their life. But there's no situation where all of this just stays the same for years and years to go in the future. That's not the way this works. There's also a potential that this goes over here and everything else goes over here, right? And so all the AI related companies eventually have a bad day. And when I say a bad day, I'm talking about a bad few years and eventually it's a war zone for them while everything else is in paradise having the time of their life. Right? Now, the thing you got to understand about the stock market, this is something I've experienced in my 18 years being in this game. Nothing is lasting in the market. Nothing. Nothing. You could have stocks, you could have sectors be the hot plays for months, sometimes even years, multi-year, right? Those runs come to an end. Nothing is up to the right. Nothing's down to the left. Wait, it'd be the other way. Nothing's down to the right. Nothing's up to the right forever. That's not the way this works. And so, you better understand when you see all these AI companies having the time of their life, this is not going to last forever. This is a party right now and we are having a ball, are we not? If you own AMD, Micron, Google, like a lot of these stocks I'm fortunate to own, right? At least when it comes to AMD and Google, Amazon, I mean, these stocks are having the time of their life. And and we just look and it's almost like every day you wake up and you're just like, hm, I wonder how much money I made today. It's not even like, oh, did I not make money? It's like, how much money am I going to make this week from AMD stock? You same thing if you're a Micron shareholder. Every week you wake up like, I wonder how much I'm going to make from Micron this week. Is it going to be 10,000 this week? 50,000? 100,000? A million? Like, I I just wonder. It's not like a and that's that's the fun part right now. We're in paradise right now when it comes to those stocks while everything else is just getting absolutely obliterated. And so even, you know, I'll show you the public count today. I have the top of my portfolio doing better than it's ever been. By the bottom half, a lot of these stocks are at 52- week lows and multi-year lows. And it's a long list of them. And that's the market we're in right now. It's a halves and have nots. It's a keeping up with the Joneses type market. That's what we're in right now. But none of this is lasting. None of this. And that's the way the market moves. And um you can move on in the next cycle. The thing you want to understand right now is the hot stocks, the ones that are redot right now, that are just absolutely ripping. And like everybody can't stop talking about them. Everybody can't stop buying them. The momentum traders can't stop buying these stocks. The ALGO's got their back. Uh they got positive gamma squeezes going on. Like the whole game, right? Those hot stocks that are redot right now, everybody can't stop buying them and they just seem like they go up every day. Listen, those hot stocks could become cold stocks a year from now, two years from now. That's the way this works. I could run you through basically every stock in existence. And I could show you, wow, it did have a two to five year insane bull run, right? Where the stock just soared and made an unbelievable move. And I could show you after that um a big kangaroo cycle into a big down cycle. And I could take you through every stock. I don't care what stock. We want to talk Tesla. We want to talk Apple. We want to talk Microsoft. We want to talk Google. We want to talk Meta. We want to talk Amazon. We want to talk Nvidia. We want to talk AMD. I'll show you every stock. Never fails. Never fails. Factually, mathematically, never fails. I could run you through the whole list. Every single one. And so understand what you're seeing in front of you right now with these hot stocks. The a year from now, 12 months from now, 24 months from now, these stocks could be cold as ice. You might not be able to get somebody to even think about buying AMD or Micron a year from now or two years from now, 3 years from now. They be like, you couldn't sell me that stock. I want nothing to do with that. Right? And I've seen that time and time again with every stock in the market. So just understand there will be a moment we could debate. Is it 6 months from now? Is it 6 years from now? Is it three years from now? Now, is it two years from now? Is it one year from now? Is it 5 years from now? Is it four years from now? We could debate all that, but there will be a moment when you can't find somebody to buy AMD shares. You can't find somebody to buy Micron shares. It never fails ever. There'll be a moment, the almighty Nvidia, you won't be able to find somebody to buy that stock. Look at Palanteer. Everybody in their grandma couldn't wait to buy Palanteer last year, right? As the stock continued to soar higher and higher, you couldn't find somebody to buy Palanteer in 2022. the stock fell to $6. Technically, I think it was 5.94 at the lows. Palanteer at that price and then go back a year ago, hottest stock in the market, people were happy to pay $200 plus dollars for Palanteer. And now, who's talking about Palunteer? Who's buying Palunteer stock? You can't find somebody to buy Palunteer stock. Same thing with Service Now, Salesforce. Go back a few years ago. People couldn't wait to load the boat on Salesforce. Service Now stocks. Those are some of the hottest stocks in the market at that particular time. You can't find somebody to buy. I mean me, I'm crazy enough to buy Salesforce and Service Now right now. But outside of that, those stocks have gotten wrecked. Like wrecked, Wreckit Ralph, right? Like it's ugly, ugly, ugly. No, the cold stocks you're seeing right now in front of you, right? Listen, those cold stocks a year or two from now could be the red hot stocks. So when you look at an ELF, when you look at a Nike, an Esteee Lauder, a lot of the consumer discretionary stocks, these stocks are cold. No, you can't find somebody to buy them. People make fun of them. L fell off the shelf. They make fun of Nike. Oh, don't speak about Nike. Same exact comments I got last year when I spoke about AMD. Who's laughing now? Oh, AMD suddenly the hottest stock in the market. Oh, people can't wait to talk about AMD now at 500. That's funny because when it was 100 something people made fun of it advanced money decimator advanced money destroyer you I mean the amount of comments oh don't talk about AMD you know like it's unbelievable and then look at it one of the hottest stocks if I would have been talking about Micron non-stop right let's say I was invested in Micron a year ago oh my gosh you think anybody would have wanted to listen to me on Micron of course not be like gh Micron memory chip company gh yuck why would you even think about buying buying that. Buy the real stock like Nvidia, right? Nvidia has made hardly anything since then. Micron's probably up a,000%. And so you got to understand the cold stuff, the stuff that's icy right now, just understand that will be that could be the hottest thing you ever seen a year or two from now. And the stuff that's redot right now, year from two from now, you can't find somebody to buy these things, right? So that's that's the stock market. And it's been that way for the last 18 years. I've been in this game. I can tell you that much. And you can study the time before I was in this market. It was the same exact thing. Right now, the other phenomenon we have going on right now that adds a lot of fuel to this fire is we're about to have an IPO gauntlet. Okay, you're about to see the biggest IPOs you've ever seen in history. We're talking SpaceX. We're talking Anthropic. We're talking Open AI and a few other big ones like the biggest of the bigs. We're talking these companies are pushing valuations of a trillion dollars. Some might be over a trillion dollars. Numbers we've never seen. in IPO history, right? Whenever you have big IPOs come to market, it sucks money out of other areas of the market, especially momentum, because a lot of people say, "I want to play the SpaceX IPO for that first day or for that first week or that first month or something like that, right?" Same thing with Anthropic and Open AI. My opinion on these, you know, a lot of these IPOs you're about to see, they're not good buys anytime soon. they're going they're going at crazy valuations because right now they can command it and we're in the sort of market where people want to take risk on those sorts of things. And so from a trading perspective like if you're thinking about owning it for a day, a week or a month could be a fair play. But I'm just saying like a lot of those you got to understand you're going to get diluted like you never been diluted before. And to advanced people, you know what I'm talking about when I talk about share dilution for newbie newbie investors. You don't know what you know share dilution is. So, all I can tell you is it ain't going to be good. Okay? It ain't going to be good for the next many years. Once again, for the first day it goes public, the first few days, first few weeks, who knows? But I'm just telling you, for the next 5 years, might be a day to buy those sorts of stocks, but I can tell you ain't going to be on IPO day, baby. Uh uh uh uh not in that first month or so. So, that's going to suck money from that. There's already a theory. There's a theory because you seen how weak Bitcoin's been, Ethereum's been. There's already a theory that money is coming out um coming out of essentially Bitcoin, Ethereum, and moving into these getting ready to move into these IPO opportunities, right? And so it's kind of sidelining, getting ready because you're about to see SpaceX go public like next week. You're about to see Anthropic and then OpenAI. So the thing you got to understand is people are looking at Bitcoin, Ethereum, and they're dead. They're dead, right? There's just no activity. Like there's no momentum, there's no nothing. So people are like, uh, why am I going to keep owning Bitcoin, Ethereum? Like, I need to be get ready for that SpaceX IPO. I need to be playing these semiconductor stocks because I mean, you look at Micron, you look at AMD, these stocks go up 2, 4, 6, 8, 10% a day. And these Bitcoin people are like, uh, that used to be us. Remember when that was us, you know, like there used to be the days when Bitcoin seemed like it was up two, six, 10% every single day, right? It was a long time ago now. Um, Bitcoin's actually lower than it was 5 years ago, right? Like I remember Bitcoin in 2021. I remember Bitcoin was like 70k. It's lower than that now. Ethereum's down a ton. I don't even remember. Ethereum I think was either 2 or 3,000 back in 2021. Now it's 1,800. Like oh my gosh. Salana Salana wasn't Wasn't Salana like 140 or 150 or something like that back in 2021? Now it's half that. So move money's moved from those assets into you know these other opportunities because they got the momentum right now this also goes to show you how fast things can switch right look at Broadcom Broadcom makes custom chips for a lot of the we can call it a lot of the hyperscalers right uh think Google think Amazon other companies like that right so this stock just hit this is like hilarious it just hit a 52- week high today look what happened after hours down 12% it It can happen. It can happen fast, right? Where these stocks turn. So, what happened with Broadcom? Did they announce some horrible news? No. Here's what happened. They basically left their AI chip forecast as unchanged. Unchanged. And um it sends the stock down, you know, 12% after hours just because they left their their AI chip forecast unchanged. Like that shows you like if it turns the other way, it can turn quickly, right? And so you're in a situation because these stocks have climbed so much. You've got to come in beat both metrics. You got to beat your revenue. You you actually you got to beat three metrics. You got to beat revenue, you got to beat margins, and you have to beat earnings per share. But then additionally, you have to beat your guidance as well. And you got to do it quite substantially. So like let's say in AMD, what does AMD have to do next quarter to continue this roll higher? Let's say AMD gets in next quarter, let's say they're $600. We'll just throw that number out. Let's say AMD going into next earnings 600, right? What's it going to take for AMD to go from 600 to 800? They got to come in, smash revenue, smash margins, smash earnings per share, and have a guidance significantly above where Wall Street's at. You got to do all that. And then potentially, if you got year out numbers, you have to take those out as well. There's a lot of things you got to do, but that's just like when you when you're talking about your valuation continues to get raised and raised and raised, the expectations continue to go up. Like I tell you guys all the time, it's like a straight A student. you got a straight A student, you know, they got to come in with A+es. They don't come in with A+es, you start looking at them and you're like, "What happened to you? You're not studying hard enough. Like, what's going on here?" Right? That's the situation we have at hand. Right? So, here's my opinion on what happens from here. Okay? Listen, money could start to move heavy into the beaten down stuff after we get through this IPO craze we're about to have happen here over the next, we can call it 3 to seven weeks roughly, right? you'll start to see money move into the beaten down stocks that are great stocks, but they've just been beaten down. Right now, I'm I think there's a high probability the S&P will struggle in the next three quarters, right? And at some point in the next three quarters, the S&P will go through a um a very rough patch, probably after the IPO hype fades and then the there's going to be a weird situation that's going to happen in the next three quarters. Okay? And it's what I call a no way no way out situation. Okay, because the semiconductor stocks are running so heavy and let's assume they continue to run in the short term the next month or two, right? The issue we're going to run into is you already see Google's, you know, just raised a bunch of money. I think it was 85 billion this morning roughly they raised, right? So now these companies are not only spending all the money they have coming in, but now they're going to start spending on capex money that they're basically raising. Holy smokes. That's not a that that's a that's when we start to talk about the scary part of the cycle. It's one thing if you say, "Okay, we're gonna have this much money coming in. We're going to spend all that money on Nvidia and AMD chips and Broadcom chips and these sorts of things, right? It's another if you've got to start raising money plus spending all the money that's coming in through your door. Now, this starts getting scary. And that's the stage we're starting to go in at this point in time. And so I'd see no way out. One is eventually people are going to stop wanting to own the Mag 7s because they're just spending so much. Maybe Apple gets a pass, but all the other ones basically would say, you know, this is just ridiculous. Like we don't feel comfortable owning any of these particular stocks because they're starting to raise money on top of spending everything they have and it's getting just out of control. Right? That's one situation. The other and so that's that's a no way out situation. But then the other no way out situation is then you start looking you're like this is not sustainable. So these chip company numbers are not going to be sustainable past maybe we can call it 24 months out and then no one wants to own the chip stocks after that point in time because then they say well you know if this is as good as it gets over the next year or two I I don't want to pay these sorts of prices anymore right and so no one wins and then it's just like big tech's the enemy and people hate that and then people also simultaneously will hate the chip stocks because they'll view it as like peak margins in the next year or two peak revenue peak earnings per share and then we got a downcycle cycle ahead. Let's say starting in 2028 at some point in time. So that's no way out. And that's where the S&P 500 runs into trouble because then everything big goes. So that likely happens in the next I would say in the next three quarters. At some point in time in the next three quarters, you have a big downfall. Now don't assume that's the end of the chip run. That's where people will make a big mistake. They might assume let's say three months from now we start a major correction in the market right and for that next like 3 months the stock market just plummets let's say we have like a 2018 let's just throw that out there okay market just plummets let's say it's even worse than that that does not mean that necessarily like it's game over for AMD or Micron or those stocks they can still have another huge run after that no different than you look at Nvidia Nvidia had that monstrous run in 23 and into 24. Then we had liberation day and the tariff drama in 25, right? And you could have you could assume like Nvidia's done. No, it still end up going on another huge run after that, right? And so understand, don't think and assume that AMD, Micron, and all those stocks run is over. It could be, but it might not be. I would say the higher probability is probably actually not over at that particular time. There'll probably be one last major like I would call it last harrah run that we'll have after that point in time, right? But you would understand when when the S&P 500 goes through that situation, where's that money going to be going? Because you'll see selling pressure and it'll hurt the market on the surface level. But where's that money going to be going? It's going to be going into a lot of the beaten down crap, consumer discretionary at that point in time, right? And that will be very interesting because we'll there'll be a lot of consumer discretionary stocks having a party and meanwhile you have the S&P 500 weak and a lot of the top stocks weak and people will be like what like and so it'll be a weird time because those of us that maybe have positioned and are positioning into a lot of these stocks that are beaten down are going to be have so much fun and we'll be talking about the fun and people are like how are you guys having fun. Have you seen the market lately? It's crap, right? And so, kind of like right now, guess what? If you look at the very top of the market, S&P 500, the NASDAQ, you think, "Oh my gosh, this is the best stock market ever. Everything's everything's going up. Everything's got to be beautiful." And then you all of a sudden look beneath the top 10% of stocks, and you're like, "Dude, this is a war zone. You look at Bitcoin, look at Ethereum. It's like, no, everything sucks. Real estate sucks. Everything sucks outside of the few shining darlings of the biggest stocks in the market, right? So, that's a whole game that's going to play out and it's going to be very interesting. It's going to be weird. It's going to be awkward to go through. It's going to be a situation, right? I was even looking at a stock like Netflix, right? Netflix used to be I mean, this was a darling of Wall Street. They loved this stock like they never loved a stock before. Oh my gosh, was was Netflix a love stock. And yet Netflix stock is down 32% the past year. You can't find somebody by Netflix. I mean the stock just goes down and down and down. Did Netflix business model magically change? Did AI disrupt them? No. No. No. But it's been left for dead. Even a Wall Street darling like Netflix. Who would think that, man? Who would think that? Netflix. I even heard somebody talk about Netflix in in, you know, on CNBC or Bloomberg in in it seems like forever. I swear they used to be one of the most talked about stocks it seemed like every single day on CNBC and Bloomberg. But does anybody talk about Netflix now? No. Not because Netflix doesn't exist or they're not relevant. No. They're doing better than they've ever been actually. But because everybody can't stop talking about big tech like the biggest big tech really and chip stocks, AI beneficiaries, that's where all the talk is. Chips, chips, chips, chips. That's where all the talk is. Marvel, right? Oh, and and Jensen coming out what, yesterday, talking about Marvel's the next trillion dollar company. That's big subject today. And now these IPOs, that's where all the focus is. Netflix. Oh. Oh, we forgot about that company. Netflix. Oh, yeah. I remember we used to talk about that company every day in CNBC and Bloomberg. Oh, yeah. Netflix. That one. What happened to them? Oh, yeah. They're better than they've ever been, actually. Oh, but their stock price sucks. 32% down the past year. That's the sort of market we're going through right now, right? No, you got to understand the decade we're in right now, right? If I got started at the end of '08, right, going into 2009 and um that was an interesting decade because I studied that decade prior to me getting in, right? And when I got in, it was a great financial crisis was going on. The market was crashing. It was a whole mess, right? But if you look at that decade, 2000 to 2009, it was a decade really that had momentum moves and crashes, right? It had it would have these areas of the market that would be complete momentum and then it would have crashes. And so for instance like housing had huge momentum for a bit during that decade, right? And those housing stocks were just rolling. F like finance was rolling for a particular time. The banking stocks were just going insane for a particular time. There so much financial engineering and sketchy stuff they were doing. But it was like that was the play for a particular time, right? um the tech bubble obviously popped during that particular time. You also had the great financial crisis. So it was really a decade that I would call momentum and crashes. Momentum and crashes, right? And so then there's the my first full decade investing in the market, right? Which was 2010 to 2019. Now 2010 through 2019 was really an inclusive uptrend. There was a market where yeah there some com some companies way outperformed others, right? And you know, you think about companies like Apple and Google and those sorts of companies that were at the forefront of the mobile revolution. You think about companies like Amazon and a few others that were the cloud-based companies that Microsoft that really benefited huge. Um, and like some of those companies like wow game changers, right? But overall, I would say it was an inclusive uptrend. Like most stocks out there did very well in that particular decade. It was a very healthy market. the breadth on the market, meaning like most stocks were doing very well, right? It wasn't like, oh, there's only a few stocks doing well and the rest of the market sucks. No, it was an inclusive uptrend. It was a very healthy market and it was a market that most stocks you can make money in. It felt like that at least, right? It felt like that. You could buy a small cap and make money. You could buy a midcap and make money. You could buy a big tech and make money. Certain stocks did a lot better than others, but there was opportunities all over the market and you you got an inclusive uptrend. Now, that leads us to this decade we're in. We're in a decade very similar to this one. This is a decade that's going to be marked by momentum and crashes. And you know, I've been talking about this for years, but you've already seen it. 2020, you like you've already had two 30% plus crashes in the NASDAQ in this decade, right? You had 2020 crash and you had 2022. Both those were way over 30% NASDAQ crashes. You've also had big corrections in the NASDAQ as well. Correction kind of meaning like 20% plus down for the NASDAQ, right? And then you've had these momentum runs where certain stocks just go absolutely ballistic and make these unbelievable moves. And so we're in a momentum and crashes decade. And don't be surprised if we get another big crash in this decade. I I would say high probability we have another major crash in this decade where you see the S&P 500, you see the NASDAQ go down 30 to 50%. High probability I would say in this decade and it'll be the decade that's marked by momentum and crashes. Momentum and crashes, right? And so, um, anyways, by the way, picture of me, 2014. There I am, baby. Okay, let's look at the public account. Let me talk about each of these stocks. Here we go. There's a full public account here. Okay, AMD is a big dog position here at a $1.1 million gain. Now, at this point in time, AMD continues to be the play, right? And it will continue to be the play until until it's crystal clear where the numbers are going. Right now, we're just the numbers are going about to get so insanely good for AMD over the next year or two that it's just we don't even have clarity. It's just we know it's so much better than anybody anticipates and that's exciting, right? And so AMD probably tops. It's tough to say. I would say likely in the next year, you know, best case scenario, maybe in the next two years from a stock price perspective, numbers probably peak three to five years out. That's my opinion in regards to AMD. So party on with AMD meta stock. You know, this one still is murky. And the reason it's murky is because we just don't know where Zuckerberg's taking the spend. He's increasing it so dramatically. And until they until we can see definitively where this money is being spent and how much money they're going to be able to make from all this money they're spending, we can't it's just a stock Wall Street's not going to be able to trust. And so it's going to have these like stop starts where like, oh, Meta is going to be back. It's going to be moving. And then just goes right back down. You're like, you kidding me? So once we have clarity from Zuck on longerterm spend and we have clarity from like how much money could they actually make from this you'll see Meta go to a th00and quit but we got to get that clarity and until we get that clarity dream on about a thousand but once we get it you'll see a th000 quid Amazon amazing on this stock continues to see momentum it will continue to see momentum yeah they're spending a fortune but at the end of the day Amazon is going to be one of the biggest beneficiaries of the AI wave because of AWS it's clear it's crystal clear and then e-commerce continues to build and their advertising business continues to be phenomenal. as well. That one will continue to see momentum, you know, unless you're in a market crash or correction or something like that. Cheesecake, it's a freak situation. That company's clicking on all cylinders. They've got two major growth engines. Those two growth engines for the company are going to become a bigger and bigger part of the base as the years tick on, which is going to help revenue growth accelerate, earnings per share accelerate. They're just a company that puts up their numbers, right? CRM, Salesforce, as more and more people understand the agentic opportunity, you'll see momentum come in Salesforce. Nike, things have already turned there. people just haven't recognized it yet. That's going to be one of the biggest beneficiaries. Consumer discretionary once those stocks start to move. Nike will be one of the first they go back to. When consumer discretionary becomes a play, Nike will be one of the first Wall Street moves to. They love that stock deep down. They've hated it the last several years, but trust me, watch. Just watch. You'll see Nike double like that and you'll be like, "Double like that? It'll double like that." American Express, that's another super quality name. They're going to come back to that one in droves when they ready. Same thing with Estee Lauder. Service Now, once everybody understands a gent opportunity, Salesforce and Service Now will move huge. My guess is Service Now will move further to the upside. Salesforce is just a safer one on the downside. Palanteer, I mean, Palanteer is actually attractively priced. What happens with their stock price shortterm? I don't know. Because the problem is if growth rates are kind of peaking right now, it's it gets tougher for growth stocks if your revenue growth rate is slowing and that might be what Palanteer is about to move into and that makes a little tough but I I think actually Palanteer is actually interesting as a buy and I haven't thought that for the longest time. Celsius huge buy on this one. That one, you know, that one's going to be a hundred plus dollar stock longterm in my opinion. Honest exits this year, $5 plus regardless of market conditions. That's my opinion, right? PayPal, they need to be bought out by somebody. Like that company is just a profit machine and ATM, but no one wants to buy the stock, right? So, one of the best growth companies in the world, especially when it comes to finance related, that stock should be way over $20 right now. And eventually, it's going to be a $50 plus stock longterm with the potential being a hundred plus dollar stock. Google McDougall, that's one I worry about a bit. Uh Google's gotten stretched here and they're spending like insane now. They're starting to raise money to spend. I'm worried. I'm worried about Google stock price more than I'm like I'm not worried about the company like it's Google. They're going to put up great numbers, right? I'm worried about the stock price. Revolve, one of the most underrated stocks in the stock market. That stock should be $30 plus today. Elf on a shelf is going to 200 plus longterm in my opinion. Fubo spec, we'll see what happens. Things are looking much better for Fubo overall. Um, love it. All right, guys. Appreciate you for joining me. As always, thanks so much for being here. Once again, if you're looking to join my private group before we close to new members, do so with the pinned comment down there. Click on that, fill out a form, see if we can get you access to all my courses, become master stock market, millionaire playbook, stock options mastery, dividend investing mastery, financial statements mastery, my valuation mastery, teaching you how I value stocks, right? You want access to thousandx.com, exclusive weekly videos. I just recorded my private group video yesterday teaching some very important subjects, right? Or was it Monday? I recorded that. Also get access to see the moves I'm making in my $4 million plus public account. All that good stuff. pin comment. Much love and have a great