Recommandations
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Entrée $130,04 13 juil 2026Actuel $169,53 09 sept 2026Résultat +$39,49vs. indice +28,6% SPY +1,8% sur la même période
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Contexte de la transcription source
…t to follow me on there. Okay, those are always linked in the description area of all my videos. I might put them as the pinned comment also today. Okay. All righty, folks. Let's get rolling here. Let's get controversial right off the bat. Palunteer. Where do I rank this stock out of a one out of 10 to buy right now? The answer is it's a seven. I actually think Palanteer's a pretty respectable buy right now, which is why I ranked this seven. Um, you know, obviously it's not like buying it for $7, you know, years ago like I was doing and hopefully a lot of you guys were doing and made life-changing money on the stock, right? But as of right no…
Palunteer. Where do I rank this stock out of a one out of 10 to buy right now? The answer is it's a seven. I actually think Palanteer's a pretty respectable buy right now
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Entrée $390,99 13 juil 2026Actuel $491,65 09 sept 2026Résultat +$100,66vs. indice +24,0% SPY +1,8% sur la même période
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Contexte de la transcription source
…y AI. We'll see. We'll see what happens with that. But Microsoft's also going to be a big beneficiary of AI. So, do keep that in mind as well. And so I like Microsoft as a like if you told me I had to put money in Microsoft or Apple today, I would feel a little more comfortable buying Microsoft riskreward profile. Okay, next one up here, Oracle. Oracle very controversial stock. This one has gone down immensely. It's down about 32% year to date, right? Uh Oracle I'd rank as a five. I I actually like Oracle's business model. The business model is pret…
I would feel a little more comfortable buying Microsoft riskreward profile.
Contexte extrait par IA "I'd rank this one a six as of right now" / "I would feel a little more comfortable buying Microsoft riskreward profile"
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Entrée $124,74 13 juil 2026Actuel $126,79 09 sept 2026Résultat +$2,05vs. indice −0,1% SPY +1,8% sur la même période
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Contexte de la transcription source
…the balance sheet in regards to Oracle. Okay? So that's why I rank it a five. If it wasn't such a bad balance sheet, it' probably be a seven. It might even be a stock I'd be buying an eight. Just that balance sheet is so bad, man. Shopify. Shopify. This one is a seven. This is a pretty decent buy as of right now. So, when it comes to Shopify, expected to grow revenue 30 plus% here. Uh 2-year forward P on this one's in the 30s. And keep in mind, they're really focused a lot on revenue growth right now rather than earnings per share growth as much. A…
Shopify. This one is a seven. This is a pretty decent buy as of right now.
Contexte extrait par IA "Shopify. This one is a seven. This is a pretty decent buy as of right now"
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Entrée $247,31 13 juil 2026Actuel $252,40 09 sept 2026Résultat +$5,09vs. indice +0,3% SPY +1,8% sur la même période
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Contexte de la transcription source
…onversation of like big tech companies, but great company overall. I like Shopify, Amazon, amazing zon as we call it here on the channel. This is a big position for me in a public account, right? $386,000 position up $167,000 on the stock. Amazon I rank a nine. A nine. That's very high ranking here for Amazon, which means it's definitely a buy right now. Now, do keep in mind, what do I always say about Amazon? What do I always say about Amazon? Amazon is what? Amazon's always a buy. It's been a buy since the 90s is a buy in the 2000s, buy in the 2010s, and in 2020s, guess what it is? It's …
Amazon I rank a nine. A nine. That's very high ranking here for Amazon, which means it's definitely a buy right now.
Contexte extrait par IA "Amazon I rank a nine. A nine. That's very high ranking here for Amazon, which means it's definitely a buy right now"
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Entrée $656,73 13 juil 2026Actuel $653,69 09 sept 2026Résultat −$3,04vs. indice −2,2% SPY +1,8% sur la même période
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Contexte de la transcription source
…eme safety in the stock and you know it's going to grow exponentially for you know years and decades into the future. Okay, which let's let's take it to Meta. Let's do the other big big tech stock that I love. Meta. Where do I rank a meta? I also rank Meta a nine at this point in time. Meta were up $562,000 on it. That does not account for all the profits I taken in Meta as well over the years. 572 thou or 572% gain on Meta stock. has been an incredible performer and 2022 was a generational buying opportunity. Like if I …
I also rank Meta a nine at this point in time.
Contexte extrait par IA "I also rank Meta a nine at this point in time"
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Entrée $111,26 13 juil 2026Actuel $131,11 09 sept 2026Résultat +$19,85vs. indice +16,1% SPY +1,8% sur la même période
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Contexte de la transcription source
…t now, look at this. No, $15,000 on Now stock in the public account. And um you know, congrats to anybody that's been buying this one over the past few months. You're likely already up pretty substantially on this one. So, when it comes to Now, I rank this an 8.5. I like Now a lot, right? They're another company that has all these SAS related companies are having to face a lot of questions regarding AI claude anthropic and you know are these products going to replace the SAS companies and tokens and all this stuff right but…
Now, I rank this an 8.5. I like Now a lot, right?
Contexte extrait par IA "Now, I rank this an 8.5. I like Now a lot"
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Entrée $74,26 13 juil 2026Actuel $71,08 09 sept 2026Résultat +$3,18vs. indice +2,5% SPY +1,8% sur la même période
So Uber you know I rank it a three. It's not horrible but it's also not good right now.
Contexte extrait par IA "So Uber you know I rank it a three. It's not horrible but it's also not good right now"
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Entrée $171,22 13 juil 2026Actuel $244,16 09 sept 2026Résultat +$72,94vs. indice +40,8% SPY +1,8% sur la même période
So, this one's an 8.5 as a buy here.
Contexte extrait par IA "So, this one's an 8.5 as a buy here"
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Entrée $73,83 13 juil 2026Actuel $76,03 09 sept 2026Résultat +$2,20vs. indice +1,2% SPY +1,8% sur la même période
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Contexte de la transcription source
…enue growth here. Earnings per share growth expected to be much stronger. Forward P of, you know, low teens to your forward P of 10, maybe even a nine. Uh Salesforce is a buy in my opinion. Next one up here. Oo, this is a big one. Netflix. Netflix is a nine in my opinion. Very strong buy at this point in time, especially in this low 70 range. When it comes to Netflix, hard one to disrupt, man. Very, very difficult one to disrupt. And when it comes to Netflix, you getting revenue growth here. Expect it to be, you know, let's call it strong teens. And then EPS growth at a much fa…
Netflix is a nine in my opinion. Very strong buy at this point in time, especially in this low 70 range.
Contexte extrait par IA "Netflix is a nine in my opinion. Very strong buy at this point in time"
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Entrée $352,51 13 juil 2026Actuel $330,65 09 sept 2026Résultat −$21,86vs. indice −8,0% SPY +1,8% sur la même période
Google McDougall here. Um, so I rank it higher than Microsoft. I definitely rank it obviously higher than Apple. Apple was a five and Google here is a 6.5.
Contexte extrait par IA "I rank it a 6.5 on Google"
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Entrée $534,39 13 juil 2026Actuel $521,10 09 sept 2026Résultat −$13,29vs. indice −4,3% SPY +1,8% sur la même période
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Contexte de la transcription source
…ust a decent buy. You know, it certainly wasn't the buy it was last year. Like last year, you could get the stock in the 150s. You know, I got I got shares at 156.90 last year. Absolutely incredible. We got a big one, ladies and gentlemen. AMD, AMD, I rank at a 7.5. Listen, the stock's gone insane. It's clear, right? You know, now up about $1.1 million on the stock just in the public account alone. It's been a beast. And so, the valuation's gotten much more stretched on AMD, right? Like, that's clear …
AMD, AMD, I rank at a 7.5.
Contexte extrait par IA "AMD, AMD, I rank at a 7.5"
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Entrée $18,13 13 juil 2026Actuel $17,33 09 sept 2026Résultat −$0,80vs. indice −6,2% SPY +1,8% sur la même période
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Contexte de la transcription source
…you fall behind, right? In regards to AI arms race and and everything else going on there. So AMD, great company. Uh, like I said, long-term, I think it's a 1.5 to$2 trillion company. So, there's more upside ahead there. SoFi Technologies, SoFi 8.5 on this one. This one's a very great buy in my personal opinion when it comes to SoFi, this stock's done amazing, by the way, up 118%. So, the fact that I think it's still just that great of a buy even being up this much, listen, SoFi, based, you know, this is a company that's been putting up 30% plus revenue growth. I thin…
SoFi 8.5 on this one. This one's a very great buy in my personal opinion when it comes to SoFi
Contexte extrait par IA "SoFi 8.5 on this one. This one's a very great buy in my personal opinion"
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Entrée $81,95 13 juil 2026Actuel $103,61 09 sept 2026Résultat +$21,66vs. indice +24,7% SPY +1,8% sur la même période
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Contexte de la transcription source
… billions of dollars of market cap. Cheesecake Factory number eight. There's another banger in the public account now up about a double up in regards to cake. And that does not include all the dividends received for this stock of $132,000. I rank Cake an eight. It's an eight. So, still a strong buy, but not nearly as great of a buy as it was, you know, uh, back in 23 24 when you can pick this stock up for much cheaper. My cost base on this one's about 40 bucks, just over 40 bucks here. And now stocks trading in 80s. But the thing that makes Cake still an attractive buy, although it's not like a 10 buy like it was before, right? is they just barely got to…
I rank Cake an eight. It's an eight. So, still a strong buy, but not nearly as great of a buy as it was, you know, uh, back in 23 24 when you can pick this stock up for much cheaper.
Contexte extrait par IA "I rank Cake an eight. It's an eight. So, still a strong buy"
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Entrée $29,83 13 juil 2026Actuel $27,64 09 sept 2026Résultat −$2,19vs. indice −9,1% SPY +1,8% sur la même période
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Contexte de la transcription source
… cake while you wait for the stock to go up more and more, you get paid out dividends every 3 months. It's a thing of beauty. Okay. Oh, you ready for one of the strongest buys in the market right now? Here it is. Celsius Holdings. C E L H. I rank this one a 9.5. Wow. Okay, that's pretty dramatic. So Celsius hasn't done us that much in the public account of $21,000 in the stock so far, but the big runs ahead in regards to Celsius. In my opinion, the stock will run over the next few years to $100 plus. That is my personal opinion. In…
I rank this one a 9.5. Wow. Okay, that's pretty dramatic.
Contexte extrait par IA "I rank this one a 9.5. Wow. Okay, that's pretty dramatic"
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Entrée $75,10 13 juil 2026Actuel $100,08 09 sept 2026Résultat +$24,98vs. indice +31,5% SPY +1,8% sur la même période
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Contexte de la transcription source
…erves and I think you'll look at the stock 3 years from now and it'll be a $100 plus stock. So, that's where I believe Celsius is going. You want one of the other best buys in the entire stock market I could find right now, it is this one. Ef on this one, this is also a 9.5. Since I first started investing in this stock, it's up 925% from that first batch of shares I bought back in what, 2019 or that batch of shares, $7.28. Incredible. So, Celsius or excuse me, ELF up 525%. Long long way to go in regards to th…
Ef on this one, this is also a 9.5.
Contexte extrait par IA "Ef on this one, this is also a 9.5"
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Entrée $9,83 13 juil 2026Actuel $10,71 09 sept 2026Résultat +$0,88vs. indice +7,2% SPY +1,8% sur la même période
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Contexte de la transcription source
… we're just not right now, right? The NASDAQ's at probably about all-time highs right now. S&P 500 is right around alltime highs. You know, it's not that it's a bad buy and that's why I ranked it a five, but it's not great. Next one, Fubo. I ranked this one a six. It's a spec play. They got rid of David Gandler here recently and so, you know, it looked to me, this is just my personal opinion, it looked like they they they forced him out. My personal opinion. Um, look like they forced him out straight up. And so it lo…
I ranked this one a six. It's a spec play.
Contexte extrait par IA "I ranked this one a six. It's a spec play"
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Entrée $3,90 13 juil 2026Actuel $5,44 09 sept 2026Résultat +$1,54vs. indice +37,7% SPY +1,8% sur la même période
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Contexte de la transcription source
…Fubo shares and that was part of that whole deal. So now that a Disney person controls the company, like don't don't be surprised if that stock ends up going beast over the next year or two now that Gandler's gone, right? They removed him. Honest is an eight at this point in time. So Honest uh stock's doing tremendous year to date, up 47%. I've been on record many times. I think the stock exits a year with a five in front of it or higher, right? And so, yeah, honestly, is a great opportunity in the market and one of…
Honest is an eight at this point in time.
Contexte extrait par IA "Honest is an eight at this point in time"
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Entrée $81,15 13 juil 2026Actuel $98,77 09 sept 2026Résultat +$17,62vs. indice +19,9% SPY +1,8% sur la même période
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Contexte de la transcription source
…of growth rates they had. So, it's almost becoming more of a value stock now. It went from like a growth investor base to now it's kind of like attracting value investor and that's an awkward stage to go through. So I think it's decent. Uh Estee Lauder is a very good buy in the you know it's 80 $81 here today. I rank it an eight. Very good buy overall for Estee Lauder. Say it louder for the people in the back. PayPal's a decent buy. I rank it a seven here at this point in time for PayPal. Uh you know it's a low PE. They just put up great numbers quarter in quarter …
Estee Lauder is a very good buy in the you know it's 80 $81 here today. I rank it an eight.
Contexte extrait par IA "Estee Lauder is a very good buy in the you know it's 80 $81 here today. I rank it an eight"
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Entrée $47,65 13 juil 2026Actuel $52,17 09 sept 2026Résultat +$4,52vs. indice +7,7% SPY +1,8% sur la même période
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Contexte de la transcription source
…that's an awkward stage to go through. So I think it's decent. Uh Estee Lauder is a very good buy in the you know it's 80 $81 here today. I rank it an eight. Very good buy overall for Estee Lauder. Say it louder for the people in the back. PayPal's a decent buy. I rank it a seven here at this point in time for PayPal. Uh you know it's a low PE. They just put up great numbers quarter in quarter out. It's just doesn't excite anybody. That's a problem. the revenue growth is so slow, you know, user growth is so slow, so no one's excited about it and so it t…
PayPal's a decent buy. I rank it a seven here at this point in time for PayPal.
Contexte extrait par IA "PayPal's a decent buy. I rank it a seven here at this point in time for PayPal"
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Entrée $354,43 13 juil 2026Actuel $321,80 09 sept 2026Résultat −$32,63vs. indice −11,0% SPY +1,8% sur la même période
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Contexte de la transcription source
…cite anybody. That's a problem. the revenue growth is so slow, you know, user growth is so slow, so no one's excited about it and so it trades at crap pees, but it's actually a decent buy. There's value there from a value play perspective. American Express, I like a little bit more. I rank that one in eight. American Express is actually, you know, a great company that people are happy to buy because you can't really disrupt them. They just keep coming in with great numbers, great numbers. They have a member base. People pay, you know, whenever…
American Express, I like a little bit more. I rank that one in eight.
Contexte extrait par IA "American Express, I like a little bit more. I rank that one in eight"
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Entrée $20,42 13 juil 2026Actuel $17,71 09 sept 2026Résultat −$2,71vs. indice −15,0% SPY +1,8% sur la même période
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Contexte de la transcription source
…ss has their credit cards that people pay for, right? And so it's a membership model kind of similar to like a Costco and that's the holy grail of business. And so I rank American Express and eight. It's at a very fair valuation right now. Bath & Body Works 7.5. You know, just a good overall company. Uh very low valuation on this one. And I do like the business model. I do like dividends. Do you want to do you want a 10? I'll throw a 10 out there. It's controversial, man. It's so controversial, but it's it's actually a generational buy…
Bath & Body Works 7.5. You know, just a good overall company.
Contexte extrait par IA "Bath & Body Works 7.5. You know, just a good overall company"
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Entrée $38,85 13 juil 2026Actuel $36,83 09 sept 2026Résultat −$2,02vs. indice −7,0% SPY +1,8% sur la même période
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Contexte de la transcription source
…The other side of me like, "Oh, shoot. They're being they might actually be disrupted huge." So Hims is a five. That that's where I rank him at this point in time. But it's a very interesting stock. It's one I keep an eye on, close eye on. Whirlpool, I rank this one a seven at this point in time. $39 stocks, you know, almost down to great financial crisis lows. Not quite down there yet, but it's getting pretty darn close. And uh, you know, no one's moving right now. And that's horrible for an appliance maker like a Whirlpool. You k…
Whirlpool, I rank this one a seven at this point in time.
Contexte extrait par IA "Whirlpool, I rank this one a seven at this point in time"
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Entrée $161,82 13 juil 2026Actuel $139,37 09 sept 2026Résultat −$22,45vs. indice −15,6% SPY +1,8% sur la même période
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Contexte de la transcription source
… no one's moving right now. And that's horrible for an appliance maker like a Whirlpool. You know, the reason I don't rank it higher is it's like, do you really want to own an appliance company? And that kind of brings me to my next stock, RH 7.5. You know, RH good company overall. Uh, but it's like, do you want to buy a furniture company? Ah, that's a tough thing for me with RH. I really like that company, but I'm like, do I want to buy a furniture company? That's why I rank it a 7…
RH 7.5.
Contexte extrait par IA "RH 7.5"
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Entrée $43,76 13 juil 2026Actuel $37,35 09 sept 2026Résultat −$6,41vs. indice −16,4% SPY +1,8% sur la même période
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Contexte de la transcription source
…ss and eight. It's at a very fair valuation right now. Bath & Body Works 7.5. You know, just a good overall company. Uh very low valuation on this one. And I do like the business model. I do like dividends. Do you want to do you want a 10? I'll throw a 10 out there. It's controversial, man. It's so controversial, but it's it's actually a generational buying opportunity for this particular stock. Nike. Nike. I love Nike. You know, here in here in the low 40s, like I think we'll look back at 2026 as a generational buying opportunity in regards to Nike. And you get one of those usually once a decade. You get a generational buying opportuni…
I'll throw a 10 out there. It's controversial, man. It's so controversial, but it's it's actually a generational buying opportunity for this particular stock. Nike.
Contexte extrait par IA "I'll throw a 10 out there... it's actually a generational buying opportunity for this particular stock. Nike"
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