These 2 Stocks are Next to Soar‼️

Welcome into the Flapjack Flipper. This is the Headless Horseman speaking here today, ladies and gentlemen. New alltime high in the public account. Posted this on my X page here today. 4.862 million. Congratulations to everybody out there hitting all-time highs in your portfolio. Um, unbelievable to see, right? And you may say like, how is this possible? Because you're looking at the biggest stock in the public account, AMD, not doing so well, right? Well, we got so many stocks picking up the slack on a day like today when AMD is really weak. And you so you look at Meta. Meta's up almost $20,000 here today. Service Now is up 12,000. Salesforce up 11,000. Cheese Cheesecake Factory up 8,400. Celsius up 7,800. Palunteer up 6600. Palanteer is pretty hot lately. And uh Netflix up 6,300. On up 5,800. Uh E up 2500. Google McDougall up 2200. SoFi up 2,000. Right. So, we have a lot of stocks really picking up the slack on a day that AMD is down and then it seems like on days when AMD is doing well. Uh, it's just like, you know, the other it just way outweighs everything else. And so, we're just in a very very I would call it a sweet spot right now, which, you know, you just got to be thankful for being in that sweet spot, right? And, uh, if you look at the market since May, we've been in a real kangaroo market, right? This is a real kangaroo market. It's gone nowhere. This is since about I think I pulled up May 8th here, right? And so this is what we call a kangaroo market. It's going up, it's going down, but it ain't going nowhere. And that's exactly what's going on in this market. And so I posted this inside the private group here today inside the breadcrumbs tab. I said, if you've been hitting all-time highs the past few months, good for you. Real uh real kangaroo market we've been in since May. Uh you are positioned really well if you can keep hitting all-time highs in a kangaroo market. And uh so just understand, give yourself a pat on the back. Give yourself a thumbs up if you are out there and you're hitting all-time highs despite a kangaroo market, right? And this really goes to illustrate. I want to do something important. Okay, listen. This really goes to illustrate the point of how much money can be made in the market. Even in a kangaroo market, I always tell you guys there's always money to be made in the market. I don't care if we're in a bull market, if we're in a kangaroo market, or we're in a bare market. There's always money to be made if you know what you're doing in this game. And so if you look, this is the NASDAQ performance since that, you know, kind of early May time frame, right? It's gone nowhere. Just a kangaroo. Meanwhile, under that same time, AMD is up 13%. E's up 15%. Palunteer up 27%. MU up 28%. CRM Salesforce up 44%. Honest up 48%. Service Now 56%. Elf on a Shelf 58%. And jeez, Cake Factory, the greatest stock in the world, up 70%. Look at those moves up. Look at how much money there's been out there to be made even with a NASDAQ that has gone absolutely nowhere. Right. Three core subjects I want to get into in this video here today. Okay, first one up here is what are my plans with the public account. We're going to talk about moves I might be looking at that portfolio is getting very very close is flirting with going to 5 mil, right? So, we're talking about like where I'm going to position up next, what moves I might make. I want to talk about where my mindset is in regards to each and every individual stock in there, so everybody can get a glimpse of my picture on every single stock. Okay. Two, I'm going to give some advice for everybody out there that you're near all-time highs in your portfolio or you're at all-time highs right now. Okay. And the third subject we'll get into here today is uh some stocks that are next up to soar. I need you to do one thing, one thing only for me here today. I need you to just smash that like button for me if you could do that. That would mean the world. If you haven't already done it, I appreciate if you did it. If you did already do it, thank you so much. You're the best. Make sure you subscribe to the channel as a sign of my garage says. Okay, ladies and gentlemen. Okay, so let's start out. Let's look at the public account. I want to talk about every single stock in here. I want to talk about my plans if I want to sell these stocks, buy more, just hold, uh things like that. Okay, let's start. Where do you want to start? Let's start at the top. Okay. AMD. So AMD has been tremendous, obviously, you know, up around a million dollars. First off, AMD, in my opinion, is going to make another epic run over the next 3 to 6 months. I could be wrong on that, but I do believe over this next 3 to 6 month span. I don't know exactly what day it starts. So if you're wondering like what exact day is it tomorrow? Is it next week? Is it next month? I don't know. But I believe in the next three to six months AMD goes on an absolute tear. Okay. And so my plans with AMD is after the next big run is done or let's just call it when we're deep into the next big run, I want to sell some AMD shares. Keyword is some. Not a lot, but some. This is a huge overweight position in the portfolio. It's about 26%. Do you know how big the waiting is going to get when this baby goes on that next run? Right now, the thing that we 2027 is going to be fine for the semiconductor stocks in regards to their numbers. And when I'm talking about the stock, I'm talking Nvidia, I'm talking AMD, I'm talking the memory stocks. They're all fine, right? The issue is in 2028, in my opinion, we start keyword is start the slowdown of the semiconductor cycle. Now, this is not going to hit AMD's numbers yet at that particular time, but it will hit Nvidia. it will hit the memory stocks in 2028. And so with that, AMD will get pulled down at least some because you got to understand AMD's in a basket of stocks with these other stocks. And so if one moves down, they all start moving down. Okay? And so with AMD, I'm going to want to take some profits off the table uh likely after the next big run essentially. Okay? And I'm still going to want to keep a position in AMD for the super long term. So do keep that in mind as well. But essentially, as it starts going up more and more and more, I'll take a little profits here and there. Do I want to take profits right now at 493? Heck no. We're still quite we're still significantly uh below where I would even start taking profits on AMD. So, just keep that in mind, okay? You know, like if you asked my number, what is my number that I would consider starting to take some profits in AMD? 700. 700. If AMD was 700 today, I would consider starting to take some profits. Okay. Now, from there, Meta uh Meta is just I feel comfortable with the sizing of the Meta position. As I've told you guys many times, Meta is in what I would call, you know, it's stuck, right? It's stuck between about 550 and 750. And so, it just kind of bounces in there. You know, if people are feeling real bearish, they'll push it down below that level. If they're feeling really, really bullish, they might push up. But at the end of the day, Meta is not going anywhere in the very very short term just because the capex numbers are so out of control and people are still confused on if they're ever going to get this payback in regards to this capex spend. Right? So Meta is just stuck longterm. It's a,000 to $2,000 stock. So do keep that in mind. Uh we just can't reach that level right now because we're stuck. Okay. From there, we're talking Amazon. Amazon, great company. AWS growth is accelerating. It's it's a cleaner story than Meta. And the reason it's a cleaner story from Meta is the AWS growth is accelerating rapidly. And that gives the spend a lot more leeway than with Meta essentially. Okay? You know, Meta is in a situation where they're spending so much money and people like, "Dude, what are you spending all this freaking money on meta?" Amazon at least people are seeing the some return on investment. They're seeing those AWS numbers accelerate much more quickly than anybody anticipated. like, "Okay, we're getting somewhere here." Uh, Amazon's just a great long-term hold. I feel comfortable with the position. So, I'm just not interested at all in selling stocks like Met selling Amazon. I'm um those are type of stocks you you buy them, you throw them in the filing cabinet, and you know, the short term is going to be the short term. At the end of the day, Meta is going to be a massively larger company 5 years from now than it is today in my opinion. Same thing with Amazon. And so, there's just I have no interest in selling those position. They were way oversized maybe, but they're just not. I feel comfortable with the sizing of those two positions given how strong those business models are. Okay, Cheesecake Factory. So, Cheesecake Factory done amazing for us. $29,000 in gains here. It's a 7% waiting here. Cheesecake just doesn't interest me in selling this one either. And the reason being is it pays me out those fatty dividends every 3 months, right? Which, keep in mind, from my cost basis, those dividends actually are pretty significant. Like a lot of the shares I have, I'm getting like a 3% plus yield on those just for holding them, right? But additionally, when it comes to Cheesecake Factory, like why do I need to run out of that stock? They get the next 10 years of growth ahead. So, what is the point? Like, what is the point of running out of cheesecake? So, that that's my perspective on that one. It's just continues to be a hold. If it ever got really overvalued, like the forward P went to like a 35 or something, uh, then I would probably position out or, and when I say position out, I still don't mean sell it all, but I would sell a big portion of my shares. But right now, forward P on Cake is probably realistically 20-ish. When I got a company that has a 10year runway of growth ahead, why am I going to position out when the forward P is maybe a 20, right? So, that that's my perspective on cake sales force. So, here's a deal with Salesforce. This is one I could feel very confident just holding right right now. They're in a a big investment cycle for the business. They're starting Keyword is starting to get some ROI on the spend they're doing and the the changes in their business model and really going AI first and foremost, right? But you got to understand like the opportunity in Salesforce is immense over the coming years. And same thing for Service Now. And so those companies are you got to understand like those companies the agents that you're going to be able to run in the different softwares like this all ties back into your company if you run a big large organization. So with a company like Salesforce, you need the protection in your business model that these agents don't go rogue, right? And you need the protection your business model from a securityurities perspective that agents from over here in your business can't get access to this other information, but you need it to be able to read this other information to give you better results for your business. And so it gets very complicated very quickly is when you run a large organization and you're starting to do all this AI related stuff in your business and every let's be honest, every single major company in the world is pushing heavy into AI because it has a great opportunity to accelerate your profits massively, right? And so Salesforce uh I you know I think we'll see a major acceleration of growth over the next couple years and that's going to be very exciting. That's why that stock is already starting. You haven't even seen the major upcycle in growth yet for Salesforce. You're going to see it over the next year or two. And so the stock's front running that essentially right now look at how the gains like it's crazy. We were down tens of thousands of dollars just a few months ago in Salesforce, right? And now we're sitting on $67,000 of gains. It it's it switches quick in the market, ladies and gentlemen. Um, so yeah, Salesforce just is not interested at all selling that one. You know, 400. Okay, I'll start cashing. I'll start cashing a lot of shares. Maybe even 350. I would start cashing some. Okay, honest. Honest. So, this is one that I've I've talked about this one since the beginning of the year. I said this stock exits this year $5 plus. $5 plus in the bag. In my opinion, we're probably exiting this year somewhere between 7 and 9 based upon how strong the financials get. now up $81,000. So, Honest, oh, look at that number. You know, I love that right there. $222,000 position. Honest just not interested in selling at all, right? Solid business model diapers wipes soaps shampoos like all the the simple stuff, right? Makeup, beauty products, like um great business model. They've got a strong niche customer base. It's all good. Uh American Express, one of the best companies in the world to invest in, right? When you just think about the business model, like just a top tier business model. When you think about the client list of American Express, it is just top tier. Credit cards are very uh let's call competitive space, but American Express competes like no other, right? And the, you know, there's multiple great American Express cards you can get, but the gold card is just like, you know, that's just an easy top tier card to have um you know, as as an individual out there. And so American Express just a great company. um attractive valuation, top tier financial statements, top tier management team. I mean, you know, it's just one I could build into a very large position and feel comfortable holding for years and years and years to go in the future. Celsius Holdings, this one, uh very slight gain on this one. We're hardly up. We're up maybe $14,000 in Celsius here, right? A little under 4% waiting here. Celsius has an immense long-term opportunity in front of the I mean, there's still very early days in this company. Remember, no one heard of Celsius like 7 years ago, right? Let's just admit that. And so this company's come out of nowhere and now they've got around 20% of the market share for energy drinks in North America. It's unbelievable. And so we're so early days in this story. Like I think about where Celsius could be 5 10 years from now if John keeps running this company, right? He just purchased some shares on the open market recently which was very exciting just from a like a sentiment perspective around the stock. So Celsius, here's a deal. Do do I want to like what price would I sell Celsius at? I mean, there's there's not really a price you could give me right now that would make me want to cash Celsius if this stock doubled. 28 goes to 56. I just not interested in selling Celsius. And that's a big statement, right? Cuz I can tell you if AMD doubled tomorrow, I would absolutely be willing to sell some shares of AMD at right around a thousand, right? But Celsius could double. It could go to 56. And I'm I'm just not interested. I'm good. Thank you very much. Uh I'll continue to hold my shares. So that speaks volumes about Celsius, right? Elsa Lauder. Say it louder for the people in the back. Up 51,000 52,000 roughly, right? Uh this one not interested in selling anytime soon. This is a stock that used to be $370. Not saying it's going back to 370, but could this stock go back to 200 to 300 land over the next few years? Yes. And so I have no intention to sell Estee Lauder under 100. Give me a break. Um not even a consideration. Service Now, that one's running for us. Up now almost 43%, up $52,000. Service Now, I mean, up another 7% here today. Yeah, Wall Street's starting to get it. They know this is next up. Where are you going to see the next acceleration and growth? It's in these companies, Service Now and Salesforce. And so, you're even seeing CrowdStrike move. A lot of those companies have an immense opportunity as there's going to be more and more fear around AI and how powerful it can be. I mean Salesforce and Service Now are two of the most well positioned. I think Crowdstrike is another one. I don't own CrowdStrike, but I think that is company that's well positioned to kind of capitalize in the fear and the security and all this sort of stuff, right? And the governance of the data. Palanteer, I mean, when you think AI, you think Palanteer. Uh up 2,262% on this stock. This is just a long-term hold. There's not really a price you could give me to make me want to sell my other thousand shares of Palanteer. Like that's just a super long-term hold there. Netflix is a still a buy. It, you know, it's starting to go up for us. We're up 14,000 is a a relatively newer buy for me in the public count. Uh long long upside ahead. It's not a price you could really give me on Netflix. I mean, if it was 200, okay, you can have my Netflix shares, but there's nothing even remotely close to where we're at right now that would make me say I got to start selling my Netflix shares. You know, uh, like I said, 200, okay, take my Netflix shares off my hands right now. But anywhere around here, 80, 100, 120, no, thank you. If anything, I'll keep buying. Elf on a Shelf, uh, great long-term buy. You know, I've said it a few times. I think the stock exits this year. Worst case scenario, $100. Best best case scenario 140. So that's just a short term. Longterm the stock has an opportunity to be a several hundred stock. When you think about the long-term opportunity for the ELF brand, the increase in margins over the next 5 10 years, profitability, getting smarter about the business model, the brands. Yeah Nike Nike. Um, the crazy thing about Nike, you know, the crazy thing, guys, okay, obviously the position's done awful. There's no other way to put it, man. There's no other way to put it. We got the flapjacks flipped right on the floor. But the craziest thing is in regards to this Nike situation, I have lost zero conviction in Nike. Like, I'm as I have as much conviction in that stock as I did when I first started buying the stock. And so, that's pretty rare. I will say it's pretty rare when you could be down this much on a position and you're like I have lost no because usually when I go down big on a stock I you know when it like if you go down like 30% plus let's call it it's kind of natural to start losing some conviction be like oh shoot okay maybe maybe maybe something's going I've lost no conviction Nike that's the craziest part of this whole situation so we'll see what happens but um Nike I haven't I have no intention to sell Nike uh you know yeah I'm still as confident as I've ever been. It's just weird. It's very weird but that's how I truly feel. SoFi SoFi I mean my gosh SoFi is the most wellpositioned company out there in fintech in my opinion in banking to really become the next financial giant over the next decade. Anthony Notto just needs to never put the company under during a recession get overleveraged or something like that. If he keeps a company fairly leveraged right never overleveraged so they can always get through recessions. I mean the the company's on the way to becoming a financial giant. How? Because they keep attracting more and more members, especially the younger generation. When you attract those younger members, you got to understand their net worth grows immensely over the next 10, 20 years. And so's assets under management, assets in the business model grow immensely, then you can sell more products to those individuals. You get network effects. I mean, oh my gosh, it's insane, right? And so just got to keep executing. Don't get overleveraged and the world is yours, SoFi. I mean, that's a stock that could be hundred plus dollars long term. RVLV Revolve, great management team, great income statement, great balance sheet of this company. Um, if anything, it's a buy. I have no no interest in selling that stock. Google McDougall, I mean, it's hard to sell Google. I've already sold a lot of shares of Google. This is about a $76,000 position. 40 almost $42,000 of that is gains. Why why do I want to sell any Google McDougall? Like, you know, so that's my perspective there. Um yeah yeah yeah uh Fubo Fubo my tubo uh down 22% on that one. I think you know you're seeing more and more momentum come into Fubo. I think the company positions well for 2027 and beyond and profitability will expand. Ebida will expand for Fubo and I think that stock will be fine. Um you know it's never going to be like a Netflix you know like that's the other thing I'll say about a Fubo. It's never going to be like a Netflix. So, if you're ever expecting to be a giant like several hundred billion dollar market cap, no. Best case scenario for Fubo is they become like a Direct TV Dish Network in their prime type company, which we could be talking about, you know, uh 5, 10, 20 billion market cap in that situation, right? Um, so yeah, Fubo. So, that's public account. You know, that's kind of my opinions there on buy, sell, hold perspective. I hope you guys enjoyed that. We just talked about a lot of stocks right there. Okay. All righty. Next up here, I want to give some advice for anybody out there that's got a portfolio near all-time highs or close to all-time highs, right? Um and then we'll talk about some stocks that I think are going to soar next up. Okay. So, if you have a portfolio right now and let's say I don't know, you're at all-time highs, you're very close to alltime highs, I want to ask you how did you get there? And I think this question is very important because if you want to know where you're going, you got to figure out the destination. You got to figure out how to get there, right? And so, how did you get here to this first part? Did you get lucky, right? Did you kind of gamble some money around? You know, I live in Vegas. I got the Vegas poster there, right? Uh like, did you gamble money around? You just threw some money in some stocks and they happen to go up and you're like, "Oh my gosh, were you watching my videos and you just piggybacked off my stocks?" you know, did you put in the real work about the income statements, the balance sheets, running the numbers, running the projections? Because if you didn't, I can promise you over the long term, it will come back to bite you in a major way. And so, I'll put it to you like this, right? I ran track. Now, when we talk about running fast, right? There's always some kids that are just like stupid fast, right? Like, h they're just born fast. They just run crazy fast, right? And what got them to that place? It might have been just God-given ability, right? They might have been eating candy and, you know, hardly even running and they're just naturally god-gifted and they run crazy fast, right? Somebody like myself, I had to work hard to do it. And so, you know, somebody that could have been smoking me, let's call it, uh, early when I first started running track, like I had I understood I had to put in like a lot of extra work and grind hard and next thing you know, I'm keeping up with these kids or beating these kids that used to, you know, absolutely decimate me. But it's because I understood I got to put in the work, right? I understood like, you know, I if I'm going to get to this place of success doing this thing, I've got to outwork everybody else to make this sustainable over time, right? Where somebody that just kind of lucks into it sometimes can get very, very lazy, right? So, I don't know if you guys know this story, but the first two stocks I ever bought when I started investing, uh, one was Walgreens cuz I was working at Walgreens when I first started investing. This is at like the very end of 2008, by the way. Another was this biioharmaceutical company, right? Now, this biioharmaceutical company, I lost $43 on it, right? And once again, this is like the end of '08 roughly, sometime around then, right? And by the way, part of that big loss was because the trade commissions were so expensive through Fidelity. I think it was like 1995 every time you bought or sold a stock. It was ridiculous. You guys have it so good nowadays. You can literally buy a stock for free and sell it for free. It's like insane, right? But I lost money on this stock and I was greeted with a moment there where it's like you either give up on it, right? And you say, "Ah, hell with this." Like, you know, or you go back to the drawing board and you say, "Okay, here's the thing. When I bought that bioharmaceutical stock, I didn't know freaking crap about the stock market. I barely knew how to like buy a stock, right?" Like, and so it's just ridiculous. I'm like just read about some biioharmaceutical stock on I don't I think it was like Yahoo Finance or something, right? and I buy the stock and um I ended up selling for a loss and I ended up losing $43 of my capital. Right from there I was like, "Dude, I got to freaking figure this stuff out." Right? And there's something here. And so what I started coming across and I would watch these videos many times in the computer center. I don't even know if they still have computer centers at colleges and universities nowadays, but I go to the computer center uh cuz they had high-speed internet there and they had YouTube access, right? And I watched these old interviews of Warren Buffett and I came across him, I think by accident one day. He was speaking on CNBC or something and I was like really started to learn about this stuff, right? And so I remember watching this old interview, it's now posted 18 years ago. It's crazy to think like this was relatively new when I first started investing uh when it was posted, right? Uh Warren Buffett on his petrol China and his strategy and he kind of talks a little bit about that stock, right? And then I started kind of going down the rabbit hole um you know in 2009 2010 and just kind of like watching everything I could of like Warren Buffett stuff reading as much as I could about like how he looks at companies. Um meanwhile I'm also taking accounting courses and I'm learning I took three levels of accounting courses in uh college right to learn about income statements, balance sheets, cash flow. So I'm learning about all this financial side. I'm learning about how Warren Buffett sees business models and I'm learning about these new terms like moat. Never heard about a moat around a business. I was like, what is he talking about? Right? And so I'm just kind of like just gathering all this information. And so from what happens there is I start buying some stocks and I start building a portfolio and I buy a company named Walmart. I'm sure we all know Walmart. Very high quality company. Not the most exciting company to invest in, but it's a very solid business model because I start understanding. I look at the income statements, the balance sheets. I start understanding the business model. I understand the Buffett principles of value investing. I buy Walmart and then I buy a company named Kagra Foods, right? Another boring company, but they make food related products. I can see them on the shelves. I look at their income statement, their balance sheet. It looks good. Checks out, right? Low forward P. Same thing with Walmart. It's all good. Buy the next company, Kimberly Clark. Same exact situation as the other one. Good income statement, good balance sheet, needsbased products, and very boring stocks. But I start building this portfolio. Okay. And so now I'm starting to get it. I'm like, okay, like I'm starting to get this game a little bit, right? And now my portfolio might be a couple thousand bucks or so. And so from there, I start kind of venturing out a little bit. I get the job at Quick Trip toward the end of 2010. I start venturing out and finding other stocks to invest in that, let's just call it, are a bigger opportunity than some of these maybe little more boring stocks like Kimberly Clark where it's like I could kind of use the Buffett principles of value investing and buying at the right price, but they also have major growth. And that's what these sorts of stocks that I bought and started building that portfolio around did not have. Kimberly Clark, Kagra Foods, Walmart, they did not have that big growth, right? And so I come across Hansen's natural beverage, which nowadays you guys know is Monster, but Hansen's natural beverage. They own this Monster product and it was selling like crazy. I would work these overnight shifts at Quicktrip and being a manager right at the end of 2010 and into 2011. And you know, you get off at 7:00 a.m., but a lot of the landscapers, construction workers, all those guys would be coming in 4:00 a.m., 5:00 a.m., 6:00 a.m., and they'd just be buying these monsters two at a time, and I'm like, "Dang, man, this product sells well." And I would look at the sales numbers our store would put up, and the monsters just sold ridiculous. Like, we'd sell 2,000 plus cans at my particular store a week. It was a lot of Monster to be selling, you know, a week, like, you know, of just the regular flavor, never mind the other flavors. And so, I'm looking at this and I'm like, "Oh my gosh." So, I started doing research on the company. It's a little higher P than I'm used to paying. It was kind of like high 20s, low30s, forward P. I'm like, gh that's a little high. But I looked at the growth and I started understanding. I bought the stock, right? Made a lot of money on that stock. Found Trinity Industries. Start learning about what's going on North Dakota. A lot of fracking was starting to take off like crazy like 2010 into 2011. And this stuff had to get transported. And the company that was the most well positioned in the world to capitalize on that was this company named Trinity Industries. And it was very undervalued. People didn't understand the long-term opportunity there. Bought Trinity Industries end up making a fortune on that over the next few years. From there, I found a company named Cabelas, right? Found exactly what I was looking for. The profitability was increasing a lot. I was looking at the business model. I'm like, "Oh, they're starting to increase their stores and they're getting smarter about it cuz they started building these like smaller format stores that could be more profitable, much more profitable on a price per square foot, much cheaper construction costs." I'm like, "Oh my gosh, this is starting to make a lot of sense, right?" And uh made fortunate money on Cabela's over the next few years as they expand it, right? And eventually Cabela ended up getting sold to Bass Pro Shops and I think they rebranded all the stores Bass Pro Shops. It's a real shame. It was it was actually a really good company. They should have kept separate in my opinion, but whatever. It is what it is, right? Then I dabbled in even higher growth and I found a company named Cirrus Logic. Cruisy Doozy. Okay, Cirrus Logic. They got a spot in an iPhone. I can't remember because it's so many years ago now. It might have been the iPhone 3GS or the iPhone 4 or something like that. And it was huge for Cirrus Logic. It was like a gamecher for the stock essentially, right? And I saw this new mobile revolution taking off and I'm like, "Oh my gosh, this company Cirrus Logic is working extremely close with Apple. They're going to probably be able to get in future iPhones. These iPhones are going to sell more and more over the coming years. And they're probably going to be able to get in other devices like iPads and other things that will come down the years, right?" And so I looked at this company, great financials, the income statement was ballooning, great balance sheet. Uh I love the CEO of the company that was leading the company, his name was Jason RH, right? And um it was a very successful stock for me. Made a lot of money on that stock, right? Cruisy doozy. I love that stock. Okay, but that was my first time in a semiconductor stock, right? And so I got to that place and started building that confidence. And so when you when you look at me today, you say, "Oh my gosh, like my life's almost unrelatable, right? on a financial front. But you think about how did I get that early success that first let's call it five years, six years of success. It's I had to go back to that Warren Buffett stuff and like learn the about SWAT analysis, right? Strengths, weaknesses, opportunities, threats, and how to like really do that, right? The financial statements, uh, conference call analysis, how to value stocks, how to run projections on these companies on where this company's net income can go over the coming years and all that stuff. So that's all the stuff you've got to learn if you really want to play this game on a high level and you really want to make your success sustainable over the next 5, 10, 15, 20 years. Cuz any guy or girl can have success for a year, can have success for 2 years, right? Can have success for 6 months. But the real players, like I've been playing this game for 18 years now, right? The real players are the ones that can get through the bare markets out to the other side, capitalize on the bull markets, find ways to make the money even in the kangaroo markets, right? And so for you guys out there that maybe, you know, you kind of lucked into your success so far, learn all this stuff right here. You there's a lot more to learn, by the way, than just what I'm showing you here, but this is like a huge portion of what you need to learn over time and get to yourself to a high level. You need to be able to look at look at a balance sheet and be able to understand within 30 seconds if that's a great balance sheet or a bad balance sheet. Within 30 seconds, I can identif I can look at every single line item and I can identify if that's a great balance sheet or a bad balance sheet or if there's red flags in that balance sheet. Same thing with an income statement. The same thing with a cash flow. Right? SWAT analysis. You got to be able to perform that on a high level and know what you're actually looking for. Right? When you listen to a conference call, like you know, you got to really be locked in. Do you understand what are the little like let's call it the little breadcrumbs that the CEO and the CFO kind of leave for you out there sometimes the reason I listen to every single one of my company's conference calls and sometimes multiple times because they leave so many breadcrumbs that you don't get anywhere else right and so you got to know all this stuff so my thing to you guys is make sure you learn all this stuff right now I've been running the private group for what seven eight years now maybe longer than that and So that's always out there for you guys. That's I always put that as a pin comment. You don't have to join there. Like if you don't want to join the private group, don't join the private group. Like learn it on your own. That's the way I did. I learned it on my own, right? You So you don't have to join the private group. You can kind of go about it the hard way like I did, right? But the good thing about the private group and the real value in the private group is it's just going to bring you up to a much higher level much quicker, right? Whereas I kind of wasted my first few years of investing just trying to learn stuff and also got into some big mistakes over the years and things like that. Like I just kind of like fast forward you guys through all that crap that I had to go through, right? And just teach you all the stuff. And so the private group's always out there for you. That's always pinned comment down there. Like I said, you don't have to join it. If you know you don't want to be part of a group like that, that's perfectly fine. But you still got to learn this stuff. So do it however you want to do it. You can self teach yourself or you can go through the private group, whatever you want to do. But there's no other way about it. If you want that long-term sustainable success and to really build to the big boy numbers and big girl numbers, yeah, you got to you got to uh you got to put in the work. Okay. All righty. Next up here, let's talk about some stocks that I believe are next up to soar. So, I would be considered partially as a contrarian investor. Okay? And so I look for not what like if a stock's super hyped and like everybody's talking about it and it's talked about on CNBC and Bloomberg and everywhere, I'm usually going to avoid that stock like the plague. What really is interesting to me is when I can find stock market opportunities to buy assets that no one's paying attention to, no one gives a crap about at that particular time. Okay? And I'm kind of like going against the crowd. And I kind of enjoy it in some sick way of like being the one that's going the opposite way. But I love it. And you know, you hear Warren Buffett sometimes talk about things like you know uh what uh buying or you know sell when others are greedy and buy when others are fearful and things like that, right? And there's all these kind of great sayings from the top investors over the years, right? But I love being a contrarian investor and it's paid off pretty handsomely countless times for me. So if we just talk about some current positions I have, right? Meta, Meta had sold off 70% plus in 2022, right? No one wanted a piece of that stock and I just was gobbling up shares left and right in Meta, this stock that was dead and forgotten, right? No one, it was like a toxic asset, right? No one wanted to touch this thing. And now you look at Meta and it's like, oh, you know, yeah, that was a good contrarian buy, was it not? Right, Palanteer. Palanteer, you know, after they I can't remember if they did an IPO or they did SPACK, right? But the stock was 30 or $40 and, you know, at the lows it was like $5.98 in 2022. No one wanted that stock. No one wanted Palunteer. And I was picking up shares, gobbling up shares at 10 bucks, n bucks, eight bucks, $7, right? is still a bunch of shares from the sevens of Palunteer. Great contrarian buy when no one could see it at that particular time, right? SoFi, no one was paying attention to SoFi in 2024. The stock was trading at six bucks a share. I'm gobbling up shares. I'm like, I think there's a pretty big opportunity here over time, right? It's paid off handsomely. Google McDougall just last year, no one wanted a piece of Google. They thought like chat GPT1, no one's going to use Google search anymore. no one's going to use Google anymore. Like, it was ridiculous, right? Ridiculous. And so, I'm like, this is silly. So, I gobbled up I think it was $444 shares. I think I sold about half. Took that profits and invested elsewhere. But look at this. I still got 222 shares of it. And the cost I got those shares at $156 last year. Now, people are out there today paying $3.45. What a good contrarian buy, right? Salesforce, this is one just from this year, right? You couldn't get somebody to touch this stock just a few months ago. Look at this. I got these shares in May at 178. Got these shares in February. 185 185 185 from March from April 185. Back in the springtime in late winter, no one wanted Salesforce. And look at this. Now we're up 67,000, right? Service Now, same exact. Look at this. April 24th, I got shares at 85 bucks for Service Now. People are paying. It's still the same flipping flapjacking year. And now people are paying 142 for the stock just a few months later. Things switch fast in the market, right? Look at this. 90 bucks, 91 bucks. Is it crazy, right? Cheesecake Factory. Look at Cheesecake Factory. This is another perfect example of a contrarian buy. No one wanted this stock back in 2023, 2024. I was gobbling up shares at 32, 31, 31, 30,30, right? And now we're sitting on $29,000 of gains. This doesn't even include all the dividends received. And I've averaged up on Cheesecake over time. My average is now $40.75. And so, man, can it pay off, but keep this in mind, it doesn't always work, right? Look at look at a Nike situation. That's been a contrarian buy for me. I've gone against the grain there and it hasn't worked. So, it's not like it's a foolproof plan. But the moral of the story is for every Nike, I got so many of these other ones that man, did they pay off handsomely, but you got to know where the contrarian opportunity is at. It's not it can't it's just not as simple as like oh the stock's down a lot so it's going to go up a lot. No, it doesn't work like that. The business model's got to be there so the comeback can happen and be a sustainable comeback over time. And that's the thing I've been able to identify in a lot of these companies, right? So the stocks I would say I'm kind of looking at first off I think Salesforce and Service Now have some still room to move. uh they've done a lot of the the heavy lifting now at this point in time, but they still got some left. Okay. But some of the contrarian stocks I'm really looking at and I really will be likely adding over the next few months is something like a wind resorts. This is one I want to really build out to a big position. This is one I don't even really I don't even have a position in the public account. A stock like wind should be in the public account in my opinion. And so that's a stock I'm looking at I really want to build into a very large position. They got the Middle East property opening next year. Like it's the reason wind's down is interest rates have gone up, right? And companies like when they have to take out a lot of debt to build resorts. So people don't want to hold a resort company, right? When interest rates are higher. Additionally, airline tickets are getting much more expensive. Um it's one of the biggest if you actually look at the CPI report, like airline tickets have gone insane because fuel costs have gone insane, right? Listen, the type of person that's going to win resorts doesn't give a flipping flapjack if they have to pay $400, $600, $800 for a plane ticket, okay? Those individuals like they're going to, you know, drop tens of thousands, hundreds of thousands or millions of dollars on a weekend at the win. So, it's completely irrelevant. So, it's just silly, right? And then wind's got arguably the best balance sheet of any resort company in the entire world, if not any travel company in the entire world. So they're just not nearly as negatively impacted by a higher interest rate environment. They're actually one of the most well positioned. So when that's one I want to build out and a contrarian buy over the next few months. RH is another one I want to build out. Their balance sheets improved a lot. If I recall the latest quarter they had something around 125 million in cash. So that's getting in a much better place. Uh this is one I look at contrarian buy. No one wants to own a stock like RH. The real estate industry has been trash for the last several years. Mortgage rates are skyhigh right now, right? They're in the sevens. No one wants a stock like RH right now. The stock was $700 five years ago. It's 100 something today, right? So, this is one I want to really be a contrarian on and build out that position over the next several months. And so, yep. Another possibility, this one I don't know if I'll do is Pool Corporation. And another possibility is Whirlpool. I'm interested in being a contrarian on these beaten down dogs as well, but I might stay away from those and I might stick with win and RH and and why win and RH really cater to the top income earners. They really cater to, you know, the top wealthy, right? Really the top 10% and even deeper in the top 5%, right? Whereas pool's really catering to more of the masses. Whirlpool's more catering to the masses. So, I I look at those stocks and I'm like, there's opportunity there, but I just I got to feel safe. And I would feel safer probably buying these top dogs than buying, you know, some of these other guys that are just kind of catering to the masses. Cuz at the end of the day, man, I'm going to just be honest with you guys. Rich people got money regardless of whatever the short-term blah blah blah is going on out there. That's just how it is, man. You know, the guy that has a $50 million net worth, guess what? You know, his stocks go down, his net worth probably still 40 million. He's still stupid rich, right? And so, I don't know. Like, I've considered maybe just sticking to these, but I I'm still in consideration for pool. Still in consideration for Whirlpool. Hell, that's kind of funny. Pool and Whirlpool. Hilarious. Uh, another one I think has massive upside ahead that will move is Celsius. this stock. I'm just trying to gobble up as many shares as I can in between like 27 and 33. Obviously, if it was lower than 27, I'd still keep buying the stock. If it's 22, it was 25. But, um, 27 and 33 is kind of where it's been recently. And so, I'm just trying to gobble up as many shares as possible. It's kind of in this like bottoming formation. And understand when Celsius starts to move, it's going to be epic. Like, it's not going to be a slow move, right? Another one really high quality company is American Express. I think is another one that interest rates are higher right now. No one kind of wants to own it right now. Uh at the end of the day, man, this is the top this is like these tours are companies that really cater to the top income earners, the top wealthy. You just got to understand, man, those are the top tier companies, the top tier business models and American Express is one of those. And so that's one I look at as a contrarian buy. The stock's down about 12% this year and um it should actually be up about 12% on the year in my personal opinion. So American Express is one I would love to build out u to be a much bigger position, right? You guys know I live in Vegas. We got the Hoover Dam. It's almost 100 years old, right? And um you want to build a portfolio kind of like the Hoover Dam. Like think about the heat that this dam has to go through, you know, when it's 110 115 degrees out here and the cold. It gets cold here in Vegas, man. At night in the winter time, woo, gets cold, right? And all the wind and the water level being higher and the water level being I don't know where's it at now. here, you know, like like all the stuff that Dan has to go through and it just remains solid year after year after year, decade after decade. That's the type of portfolio you want to really build, right? Um, one you don't have to worry about. And so, keep building and when you're building that portfolio, build it strong like the Hoover Dam. Okay, ladies and gentlemen, I appreciate you for joining me. As always, this was a static video here today, but I appreciate you for joining me. Anyways, I hope you enjoyed it. Let me know in the comment section if you did. Additionally, uh if you're ready to join the private group and you want to become the most confident investor you possibly can, that will be the pinned comment down there today. Much love and have a great day.