We have to make a BIG move NOW‼️

Hey, who left the flapjacks on the pan too long? Holy smokers. That ain't no Jane jokers. Look at public count here. They down at six figures here today, right? I got to say, I love a day like today. I love a day like today. And you know why? Because for the last several years, the public count's been in an absolute insane up rally. Right? If we go back to the end of 2022, the public count was right around $1 million. It actually technically went just under $1 million, right? And now you look at it at $5.1 million. Like it's been a heck of a run. And it reminds me of a day like today in Vegas. Today it's cloudy and it's rainy. In many parts of the country that would not be a good day, but in Vegas because it's sunny almost every day, we take a day like that and we enjoy it. Okay? And so you guys know I always love some deals out there in the market and uh I appreciate a day like today. Now, why is this? Well, AMD was down big here today. That was a $60,000 move down there. Meta was down big. That was a 30 plus,000 move down, right? So when those two babies are going down, Chinatown in the public account, like it definitely significantly hurts the public account. It will not be like that forever. I'm sure I'll deweight some of those shares over the next year or two, but as of right now, let's be very crystal clear. If AMD and Meta are down huge, the whole public account's going down huge. If those babies are rocking higher, we're having a party. Okay, but look at the goat. It is the cheesecake factory. That stock is the goat. Look at that one. up another $4,200 here today. Cheesecake Factory continues to just roll. Uh I mean, just incredible, right? One of the strongest stocks in the market. Three core subjects we're going to get into in this video here today. Number one, we're Nvidia. Huge news around Nvidia today. They announced the biggest share buyback in the history history of the stock market. Okay, I want to talk about my take on this. I want to talk about what it means for the stock market. Uh, this brand new AMD deal just came out. $8 billion deal just came out about an hour ago. So, I thought I would give my perspective on that. I'll just throw that into that segment. I wasn't even planning on covering that, but all a sudden news broke and I'm like, I'll cover that situation as well. Okay. So, we'll basically talk Nvidia and AMD at the top of this video. Two, we'll talk about my take on the market. Uh, market's acting fishy, right? So, I want to give my opinion, perspective. Do I view this as a great time to be a buyer in the market? Do I think this is a time you just hold tight and you don't really make any moves? We'll talk about that. Okay. Third subject up here today is I bought four stocks here today. Big big big buys here today. Okay. Talk about what four stocks those are. Why I went ahead and did that. Uh potential upside for those stocks and all that good stuff. Okay. Appreciate you all for joining me as always. One thing, one thing only I need from you. Actually, there's two things I need from you guys today. One is smash a like button. You guys know the drill. I appreciate everybody that does that. If you haven't already done so, please just hit that little thumbs up icon. And then the second thing I need from you guys is hey listen man you know I've started this YouTube channel a decade ago right and uh if I ever have a health issue I always come to you guys for advice because you guys actually have some phenomenal advice. Uh even things that like I remember long long time ago I had issues where I get shin splints really bad and then somebody cor you know told me about I need to correct the way my foot was hitting the ground when I ran and I was like man no one ever even taught me this and I played football for so many years and I had so many really good coaches and I ran track for many years and it was like like oh my gosh it's amazing right? So, I have a little rotator cuff issue right now. And uh this started a little over a month ago and uh basically I didn't really warm up my arm very well and I started winging footballs to my middle child and uh you know was throwing these footballs pretty far and ever since then my rotator cuff hasn't been quite right. It's not like super messed up where it's like I can't lift it. I'm like oh my gosh. It's not like that. It's just like a little annoying like in certain positions it just doesn't feel quite right. So, if you have any advice for me in regards to this rotator cuff issue, please let me know in the comments section. I would love to hear from you guys. And uh, hey, some of you guys might provide some great advice that not only helps me, but maybe helps some other people out there that maybe go through some rotator cuff issues. So, I always like to come to you guys for advice versus AI. So, I do appreciate the human beings out there. Okay. All righty, guys. Uh, let's get rolling here. Let's talk Nvidia. Let's talk AMD. Let's talk about this huge share buyback. Let's talk about this new AMD deal. All this situation that's going on here. Okay, listen. This is shocking, right? Nvidia is launching the largest stock buyback in US history. 235 billion buyback. Now, to put this in context, when I first got in the market at the end of08, the biggest stocks in the market were like Exon Mobile and those sorts of companies and and I mean, you know, those market caps were like three or400 billion. So, we're talking about Nvidia just announced a share buyback that, you know, was is it probably what is among like the top 10 biggest market caps in the world when I first got started in the stock market, right? That's just crazy, right? Company just announced that his board approved a $150 billion increase in the share repurchase program bringing the total to $235 billion. Now, the first thing I got you have to ask yourself is where are they going to get this money? Right? because they only have 22 billion which is a big number by the way but 22 billion isn't much when you're talking about $235 billion share buyback right that's not even what 10% of the buyback they have in cash and cash equivalents right now on the balance sheet marketable debt securities they have 34 billion there and marketable equity securities 42 billion now some of that money is kind of untouchable because investments into other companies that are likely multi-year investments so just to be honest they don't even have remotely close to enough money to do a share buyback and they really want to do the share buyback over the next one to two years it looks like right they want to execute all really in the next it looks like 12 to 24 months from what I saw okay so how they're going to do this is basically much of the profits they're going to have coming in over the next 1 to two years it's going to go straight out to that share buyback so it's an interesting phenomenon it's kind of similar to what these big tech companies are doing like you look at Meta and Google and Amazon and Microsoft and all these companies these companies are basically spending every dollar that comes in right on Nvidia chips right out the other side, right? Uh and then Nvidia is basically saying now every dollar we got coming in from all these companies in terms of profits is going to be spent right back on share buybacks over the next year or two. So it's fascinating situation. So you can basically say Meta and Google and Amazon and Microsoft and OpenAI and Anthropic and these companies uh they're basically paying for the share buyback for Nvidia to do essentially right so it all ends up in a big share buyback, right? That's that's where all the money ends up Nvidia's big share buyback. So fascinating, right? Now, here's the deal. Okay, my honest perspective on this. I don't like the deal at all. Okay, now you got to understand, um, you know, Jensen is is a business builder, right? Uh, this man's a technology genius, right? But that because you're a technology genius and you're great at building business doesn't mean you necessarily know um the best things for stock over time, right? And so the thing that's gotten Nvidia to a5 trillion plus dollar market cap is not financial engineering or anything like that. It's the fact that this man understood how to execute as well as anybody on a technology revolution that is unbelievable, right? And so now he's stuck in a situation where, you know, he's got a lot of money coming in and it's like, what do you do with all that money? Okay, here's the deal. I don't like this at all. This is actually a really bad move. Like dramatically bad move in my opinion. Okay, so Nvidia right now is in the strongest competitive position the company will ever be in. Okay, it's unbelievable. Their net margins of this company are 60% plus right now. That's unheard of. Unheard of. If net margins ever go 40% plus for a company, you got to start asking, is something wrong? Like this is freakish. Nvidia right now is sitting on net margins 60% plus. And the reason they're able to sit on those net margins is because every one of the largest companies in the world is spending every dollar they have coming in on Nvidia chips right now plus taking out debt. And they're willing to pay any price for these chips. Okay? Now listen, this is not going to last forever, but it's the situation right now which leads to these incredible net margins and leads Nvidia to this situation where business is as good as it's ever going to be cuz this is unbelievable right now. I think they're going to end up buying at really bad prices. Okay? Because what I believe is going to play out here is we're going to have a chip slowdown that happens in 2028. Now, this doesn't mean like, oh, everybody's going to stop buying chips. No, no, no. That's not how this works. But it's a major slowdown. Nvidia is going to have these insane growth rates once again in 2027, right? And how are they going to get those insane growth rates? They're going to get those insane growth rates in 27 by every one of the big tech companies spending every dollar they have coming in plus taking on huge loads of debt to fund us essentially. That's not sustainable. That is not sustainable. which means in 2028 the truth comes out and that's when you start having a major slowdown and then if you have issues in the market with revenue growth for certain companies that can lead to problems even quicker it's a whole situation right and then additionally obviously AMD is really entering the market for major competition um really starting now and especially in 27 and 28 right and so there'll be a chip slowdown that starts in 2028 and so Nvidia is buying going to buy back a ton of shares when like the business is as good as it will ever be in terms of growth rates, in terms of gross margins, in terms of net margins. Um, it's unbelievable, right? And this happens time and time again. Like Nvidia is not the only stock. No, no. First off, some people might have a difference of opinion. They might say, "Jeremy, this time's different. This time's different. Nvidia's revenues and profitability is only going to go up and up and up and up, and their margins are only going to go up." And, you know, if you think a 63% net margin's high, just wait. They're going to go to a 68% net margin, 70% net margins. Okay? Like, we can just throw out stuff. Okay? Listen, no. The chip cycle is going to end like all chip cycles end. You know, all a sudden it starts to slow big time. Margins start getting compressed. Revenue starts getting compressed. Net income and earnings per share start getting compressed. And you have a major trough cycle that happens. And it's multi-year is how this game plays out. The up cycles are multi-year, and then you kind of get this plateauing, and then you get a multi-year kind of down cycle there. It's going to play out the same way the all the other ones. Maybe this time's different. It's not going to be. Okay? Because mathematically it just doesn't make sense for it not to be. If if all these tech companies had massive amounts more of of cash flow to throw, they they're spending every dollar they got coming in and they're going to spend tons of debt. They're literally going to be load up their balance sheets with debt just to pay for these chips, right? It's unsustainable. And so that's the situation we have here. And it's an interesting dynamic, but it is the dynamic we have, right? But they're not the only company that does this. Companies do this all the time. Okay. Now, here's what they should do. In my opinion, they should keep all this money on the balance sheet, put it in some treasuries, earn themselves another $12 billion in basically money that can go down on the bottom line, and then just stack cash for the next 12 to 24 months. The business is is on fire right now. The margins are unsustainably high. Dude, stack the cash for the next year or two. Okay, stack the cash for the next year or two for the next down cycle essentially. Okay, that's the most intelligent decision the company could make right now, right? But instead, they're doing the same thing that all cyclical companies do when the times are the best they've ever had, which is huge share buybacks. You know, RH is a great example, right? RH did this huge $2 billion share buyback back in 2022 when their business was on fire. Look at RH's net income back then, right? It was incredible. The margins they were able to command were incredible. was like, "Oh my gosh, this business is the best it's ever been." Right? The stock is like, you know, goes to like $700 or whatever back in 2122, right? Um I think it was 2021 it went to to 700 plus, right? And so Gary Freriedman, you know, great man at building a great business, right? I mean, when he took over RH, it was nearly a bankrupt company. He makes it into this uh unbelievable brand in high-end furnishings and like genius, like brilliant. Um, but the man doesn't understand the most about stock, right? And he does a $2 billion share buy back at horrible price. And today the stock he could buy those sh same shares back for for 50% or less than 50% of the price he paid before, right? It was like just a bad financial decision. This happens all the time in the stock market, right? where business is on fire. You have an glut of money coming into a corporation and the executives are looking around like, "Dude, we're making so much money, we don't even know what to do with this." And so they're like, "What do we do with it?" Share buyback, you know, and it ends up a lot of times they end up, especially for cyclical business, they buy at the worst prices. They buy when things are so great. Um, and it's like, dude, save that money on the balance sheet for a few years. next time you go through a hard time, which you will, then you load up on the shares at cheap prices. Like, come on, man. Right? And uh you know, big tech companies spend a lot on buybacks. Like under Tim Cook's realm at Apple, right? Company spent over $800 billion on share buybacks. Now, you might say, well, Apple became a multi-trillion dollar company under Tim Cook. It became a multi-trillion dollar company because of Steve Jobs and Johnny Ivan, the iPhone and the iPad and the Macs. that that's in the I you know the whole Apple store in the Apple ecosystem. That was all stuff that Steve Jobs and Johnny I built. Okay, that had nothing to do with Tim Cook. Tim Cook just led the company and executed well and just made the pro, you know, he had the teams just make the products a little better each year and just executed. He executed phenomenally, right? But it didn't become a multi-t trillion dollar market cap because Apple bought back $800 billion of shares. You can make a very strong argument that Apple should have spent that money on acquiring other businesses, acquiring top leaders um out there in other tech spaces. Like they could have been the leading LLM company. Why couldn't they have? They they could have easily they could have bought up the most talented people in the world at this, right? And you know, if you think Open AI and Anthropic are going to be multi- trillion dollar companies, Apple could have done that. Apple could have started a memory business, right? which look at these memory companies. They're making profits that is just staggering right now, right? They could have started a memory side of their business like Samsung has and have, you know, net income right now that's an extra 30 billion to 60 billion a quarter higher than what they have right now, right? And be able to cut down on the cost of their products and be able be in even a better competitive position, right? Like they could have done so many things with that 800 billion plus dollars. And I could make a very strong argument that the $800 billion that was spent on share buybacks was some of the most poorly allocated money you could have possibly imagined. Like the amount of things they could have built and done, gosh, like you know, the company could be a night and day difference. Instead, at the end of the day, the Apple we look at today, it's the same Apple that when Steve Jobs left and he passed away, which was what, 15 years ago now? Steve Jobs, I think, passed away what 15 years ago, 16. It's the same business. iPhone, iPads, Macs, right? And the the services side of the business. It's the same freaking business. And and it's like they they didn't, you know, do anything that was like this new thing that just exploded their business and they had so many opportunities, but they decided to spend $800 billion. Like, dude, just think about how much $800 billion is, right, on buybacks. You know, helps earnings per share a little bit, but hey, it's a joke. It's a joke, right? And so that that's a situation with Nvidia. Now AMD is doing going with a little different approach. Okay, AMD makes a big move here just in the last hour. Uh so excited to welcome the World Labs to AMD family. I've always been a huge fan of the CEO of this company and her pioneering research in AI. Together we'll combine World Labs deep expertise in AI and world models with AMD's compute leadership to power the future of AI and strengthen the open AI ecosystem. Can't wait for all we accomplish. Right. And um I said, "Ai, can you break this down as simple as possible?" Because whenever you have one of these announcements, especially with a company you're unfamiliar with, like I'm unfamiliar with this company. Like they're gonna confuse the crap out of you. There's going to be all this jargon that you're like, "Okay, what are we actually getting here?" So I said, "AI, please explain this to me." Like I'm 12. AMD, the company that makes computer brains chips, just made a$ 8.2 billion deal to buy a superpower AI company named World Labs. What is World Labs? World Labs is a top secret style AI lab started by this doctor. Uh people call her the godmother of AI. That's a pretty cool nickname. Instead of making normal chat bots like chat GPT that only understand text, they build spatial intelligence AI that can use see that can see, understand, and build 3D virtual worlds just like human eyes do. Why did AMD buy them? AMD wants to beat its biggest rival, Nvidia. In the race to build the ultimate AI superpower by owning World Labs, AMD engineers can learn exactly what kind of physical brains, computer chips, future 3D robots, and advanced AI will need. AMD as a company spent $8.2 billion in this acquisition, but instead of using cash, they're paying for it in slices of their own company known as stock. What happens next? the godmother of AI and her super smart team of scientists are moving over to work directly for AMD. This will help the next generation of massive AI systems right now. Listen, I'm not going to doubt Lisa Sue uh in regards to building this business and making the right moves. When she took over this company, they were they were on the p path to bankruptcy, right? Shortly after she took over this company, it was a two buck chuck stock. It was $2 a share, right? you go down to $2 a share, basically people are saying you're going bankrupt. And uh now it's one of the most important companies in the world. And so if AMD was out there doing a big share buyback right now like Nvidia is doing, I would second guess that. But Lisa Sue is building the business, right? And so those are decisions I definitely trust. And uh I think it's the right move. if Lisa Sue thinks it's the right move because I can tell you what um Lisa Sue knows a lot more than I know about, you know, uh building this sort of business that needs to compete in the next 5 10 15 years, right? As Jensen does as well. These people don't know the most about stocks unfortunately because that's not what their focus is. Like I've been focusing on stocks since 2008. Lisa Sue and Jensen, they don't focus on stocks. It's not what they do, you know? Like that's just not what they do. They focus on building these unbelievable businesses and uh they do a hell of a job doing it, right? And so Lisa Sue makes this move and I I she fully has my trust in making a move like this. And uh if she wants to spend $8 billion in stock doing this, it's it's the right move to make. And so uh it also is important to make sure she's out in front of Nvidia in the next wave because there's no debating like she was behind in this wave, right? Nvidia got way out in front and um Nvidia prospered, right? And that's why, you know, Nvidia has a $5 trillion plus dollar market cap on it and AMD's market cap's around a trillion dollars, right? She got outflanked in this last wave. Uh she wants to make sure the next wave she doesn't get outflanked in. Right. And so, uh, exciting, exciting, exciting move there. right now in regards to the take it back to the Nvidia share buyback. The one thing I'll say is since they're going to do such a big share buyback over the next 1 to two years when the reality of the chip slowdown coming when that starts to hit um which will probably be in the second half of 2027, Nvidia will have some support under the stock which will give some support and don't get too excited about this but it will give some support under the market in general because that's such a big market cap, right? And so just something to kind of keep in mind there. Okay, so next up here, let's talk about my take on the market and then we'll talk about four stocks I bought heavy today. By the way, there's a there's a lot of projects going on around my house. So, if you hear drilling, if you hear hammering, if you hear jackhammering, man, there's a lot of stuff going on around here. Okay? Okay. So, listen. The boss, you want to know who the boss of the market is? It's oil. It's not even a debate. It's the boss of the market. I've been calling this out for the last, you know, couple weeks now. at this point in time. This is this is the thing that you know I had a friend over last night and we were talking about the market and you know how the market will be this week and I said what's I the first thing I said to him I said what's going on with oil price right now and we looked at oil it was up I said watch market's going to be down right and so the moral of the story is here oil runs the whole stock market right now because if this goes up if oil price goes up basically what happens is all these treasury yields go up and if all these Treasury yields go up, stocks go down. Okay? And so it leads to inflation fears. And those inflation fears lead to treasuries going higher. Treasuries going higher. It means uh more money potentially going into treasuries versus could go into stocks, right? And uh ultimately it just scares people about potential recession, about corporate debt, um about a lot of things. Okay? And so the market, the stock market wants treasuries lower. And so when treasuries just keep going higher, it's it's problematic for the stock market, at least in the short term, right? Over 30 years, it doesn't matter. But over the next 3 months, it absolutely matters, right? The other thing it really matters for is mortgage rates. So here we go. Mortgage rates, uh, this is just from an hour ago, right? Mortgage rates officially hit 7.5%. Now the question is, are we going to see an 8% plus number? Right? Now, that's the question. Are we going to chill in the sevens or we going 8% plus? And um the only good news from this is and I mean the only good news is if and when TR uh mortgage rates ever go 5% again it's going to seem cheap and and that's crazy because you know if you're from a mindset of like 5 years ago 5% would have been insanely high because you were used to two threes and maybe fours max right and so fives would have been insane but now you keep pushing these mortgage rates seven and then maybe to eight. uh if we ever go back down to five, people are going to be like, "Oh my gosh, this is the best time to get a mortgage ever." Right? So, this is something to keep in mind here. And so, take that into account. Right now, the moral of the story in regards to the market, if you want to know where this market's headed, is tell me where oil's going and I'll tell you where bonds are going. And then if we know where bonds are going, I can tell you where the stock market's going. Because if bonds are going higher, stocks are going lower. It's as simple as that right now. It's a very simple game in the market, right? And so uh because everything else is kind of known. We all know about the crazy outofc control capex spend that all big tech companies doing. There's no secret. MU is coming out with earnings this week. It's going to be great numbers. Guidance is going to be great. There's no there's not even a question. We all know that story, right? The the story we don't know is what happens with oil prices and what happens with bonds. That's the uncertain part. And that does move the stock market dramatically up or down based upon what happens there. All right now, we have a stock market at this point in time that is stuck. It's stuck. It's been stuck since May, right? At least in terms of the NASDAQ. NASDAQ, you know, it's just stuck. You know, it moves up, it moves down, but it's just stuck. And that's the dynamic we have right now. But despite that, there's been so much money to be made in this market. Like even with the stuck NASDAQ, oh my gosh, has it been a lot of money. So, I pulled this up from the middle of May. This is a public account in the middle of May. It was under4 mil. Was under 4 mil in the middle of May. And today it's $5.1 million. So the public accounts increased in value over a million just since midmay, right? And so there's been so much money to be made. Some of you guys have made the money, right? Some of you guys have stayed on the sideline and kind of waited around for these sorts of things, but I'm like gosh, there's a bit of a lot of money to be made. And that's the thing you got to understand like if you know what you're doing in this game, stick the, you know, have the NASDAQ stuck. and we're still going to find ways to make crazy money. Right now, you got to say, what if the NASDAQ had a good past, you know, let's call it five months, six months, something like that? Where's a public account in that environment? 6 million, $7 million, right? If we can do this with a stuck NASDAQ, what can we do with a good NASDAQ? You know, that that's something to kind of take into account, right? And so, I was thinking just since May, right, or since Yeah, right around May, right? We sent over a hundred of these guys to private group members. This is six figure once you get reach six figures plus in your portfolio. We send you one of these complimentary to your house. And we've sent over 30 of these guys since May, right? This is seven figure club. So once you hit seven figures plus your portfolio, you send us a screenshot and my wife goes ahead and send one of those to your house complimentary, right? And so you know even in a stock market, even in a kangaroo market, you got to understand there's a lot of money to be made. Lot of money to be made. And um I don't think people understand that in kangaroo markets and in down markets there's some of the best opportunities you get out there. And um the bull markets you just are just having a party, right? And so at some point in time the NASDAQ will roll again. And and you know when the NASDAQ goes on the next big bull run, which who knows when that is? Maybe it's you know September and October always shaky in the market. Maybe it starts in the fall. Maybe it starts next year. I don't know. We'll see, right? But whenever the NASDAQ goes in the next bull run, where where's the public account go? My guess is probably $7 million. 7 million, right? So, just something to kind of keep in mind there. So, if you're an investor who wants to take your money in your own hands, make your moves out there, know what you're doing in the market, cuz I can tell you a lot of people don't know what they're doing in the market. They're not at all-time highs. They're not a $5 million portfolios. And I can teach you how to play this game on a high level. That's a pinned comment down there today. Click on that, fill out a form, join us in the private group. We have over 3,000 members in there and let's get you up to the highest level possible and uh quit screwing around in this game because you know it's either you make the money or you don't make the money. Do you want to make money or you want to play around, right? Do you want to know what you're doing in the market? You want to just play around. Like it's up to you. Just gamble your money. You actually know what you're doing. There's a lot of people that gamble money in the market and um then they look at their portfolio and like weak man like and it's like cuz you don't even know what you're doing. Like if you don't even know how to properly value companies, financial statements, if you don't understand like, you know, how to keep up with all this stuff, if you don't understand how to run projections on companies, like dude, how you ever going to have long-term success in the market? You got to know all this stuff, man. And so I teach you everything like that in the private group. And you also get part access to our Discord community, which is uh 3,000 plus members strong now at this point in time. And we have countless people that have, you know, portfolios that are, you know, eight figures plus, you know, seven figures plus. Like we have probably 200, I'd say probably easily 300, thinking about now, easily 300 people that have over a million dollars just in in in a stock portfolio. Not even like real estate, not even anything like this. So that's a one ofone group there. Okay. All right, guys. Next up here, let's talk about four stocks I bought today and why I went ahead and bought those stocks. Oh, and and before we get into that, let me just say, do I think it's a good time to be a buyer of stocks or not? Right now is absolutely a great time to be a buyer of certain stocks. There are certain great opportunities that I look at right now and over the next few months that are great buying opportunities, but it's not a great time to buy necessarily all stocks. You got to know where you're looking. You got to know the right opportunities out there in the market. But I'll say overall, um, if you know where to look, there's there's so many stocks right now at 52- week lows, multi-year lows, generational buying opportunities. Uh, but it's not all them. There there's some stocks that are very highly valued and very highly priced, but man, there's, you know, especially anything AI related, but there's a lot of real world stocks that are just phenomenal discounts. Okay, so the four stocks I bought here today, number one, it is RH. RH, uh, this was a $12,000 buy here. $12,253 to be exact. Bought another 100 shares of RH. You know, I've spoke about this stock on the channel a few times recently. Phenomenal buying opportunity in my opinion for RH. Uh riskier stock on the downside. Like if you know things got a lot worse for the business or something like that. Like there's there's risk to the downside. Like could the stock get cut in half? Sure. Right. But you got to understand if the housing market comes back in 2728 like you could see RH triple in stock price triple in a matter of a 12 to 24 month span. So it's like is there 50% downside possible? Yes. But if you tell me there's a realistic triple opportunity over the next 24 months, uh just not a lot of stocks you got an opportunity to really like triple up your money in the next 24 months, right? Um, and that's one of the very rare few that I'm like looking at out there and I'm like that one if we get this one right. Um, and that housing market does start to come back slowly in 27 and 28. Like, oh gosh, can we make a lot of money, right? But for right now, no one wants this stock. You got high treasury yields right now. You got a housing market that's dead right now, right? No one wants a stock like RH right now. But that's if you're going to buy a cyclical stock ever, which this is a cyclical, you got to buy one. No one cares about it, right? Like it was much better to buy Nvidia. You know, Nvidia a few years ago had a market cap of a few hundred billion dollars, right? No one wanted Nvidia. It was like thrown out. And now Nvidia is sitting on a $5 trillion dollar plus valuation. Like everybody wants Nvidia. AMD was the same situation. AMD, you know, uh it's these companies are cyclical. No one wanted the semiconductor companies a few years ago, right? AMD's under $100 a share. It was a great time to be a buyer. And now people are happy to pay $600 plus dollars and shortly they'll be paying $700 for AMD, right? Like that's what happens with cyclical companies. And probably a year or two from now, a year or two from now, I bet you no one will want a piece of any semiconductor stocks. Like two years from now, I don't think you'll be able to find a soul that will want any piece of semiconductor stocks. I'm talking Micron, I'm talking SanDisk, I'm talking Nvidia, even the great AMD. AMD will be the last one to follow the bunch cuz they were the last one to prosper. But I bet you like two years from now, three years from now, good luck finding somebody to buy semiconductor stocks. That'll be like a no touch situation, right? And so it's just a it's just a cycle you have to go through. And uh it's usually a multi-year cycle, right? Uh next stock I bought here, number two, is Netflix. This is a big boy buy for me here today. Almost $14,000 in Netflix. Um I got shares of 6920 today. Like come on. Netflix under 70 bucks. The Ford P is extremely attractive on Netflix. You run your projections on Netflix, the stock should be a double to triple up opportunity over the next four or five years. And with a stock that has, in my opinion, minimal downside over the next 3 to 5 years and has an extremely high probability of 2xing to 3xing over the next 3 to 5 years. I'm going to take that opportunity every single time. It's it's different than the RH opportunity in terms of Netflix has less risk to the downside. Um, and it also still has pretty big risk. You know, let's call it opportunity to the upside. The difference is RH is like could be a huge play over the next when you call it 12 to 24 months. Netflix is more over the next 5 years opportunity. Okay. So, Netflix is just an easy buy and throw in the filing cabinet right now. You know, I'm kind of shocked that one's discounted the way it is. Uh, next stock up here is American Express. I love this one right now. This was a $9,200 buy for me here today. picked up another 30 shares. I mean, the forward P on on American Express, in my opinion, right now is about 17 for a business model like American Express that is top tier like this and has that recurring revenue business model, the membership model, right? The loyalty of their customer base and it's just makes more and more on transactions. I mean, you know, it's just one of my favorite stocks in the entire stock market. It's also one of Warren Buffett's favorite stocks as well. American Express is always one of his biggest top five positions at Birkshshire Hathaway. And so this is a great company. I'm like, come on, give me an American Express. And the last buy here, this was a very small one. Celsius Holdings. This was just a very small buy. I've been buying Celsius like crazy last few months. Um, and I'm planning to continue to buy Celsius like crazy. I just uh it was a little bit of a smaller buy for me here today. I picked up another 25 shares of Celsius here today. Got those shares at 28.44. You know, the stock is kind of stuck in the 27 to 32 range right now, and I'm just trying to gobble up as many shares as I can. Kind of in this range. Obviously, I would love it if it was lower. Give me shares at 25. Give me shares at Dosey Do 22. But, uh, I'm picking up as many shares of Celsius as I can right now. I put out a video on the reaction channel. Not sure if you guys got to see it. Jeremy Lefave makes money. This is my reaction channel. Uh, this video, if you didn't get to watch it yet, watch this video. Seven crash stocks to buy for epic upside. It's 33 minute video here. Definitely watch that one if you haven't gotten a chance to check it out yet. We're up to 151,000 subscribers on the reaction channel. I'll take it. Hope you guys really enjoyed the video. I appreciate you for joining me as always. Once again, pin comment down there. Apply to join the private group. Let's get you up to a much higher level than where you're at right now. And uh let's get we got dreams, we got goals, we got ambitions to reach. Let's get in the private group. Okay, that is a pinned comment down there. Much love and have a great