INVESTORS are about to LOSE THEIR MIND‼️

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https://www.youtube.com/watch?v=9EZzyjAZ-Zc

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Analyzed

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July 08, 2026 at 06:00 AM

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+4,73%

Recomendações

MU BUY
"“I should buy Micron just based upon all these twos.”"
Contexto: “...Micron's gone down about $22,222 in the past five trading days, right? That's a lot of twos. I like it. I should buy Micron just based upon all these twos.”
Preço na data de publicação: $938,38
Preço de fechamento do último dia: $991,64 (Jul 10, 2026)
Lucro/Perda: +$53,26 (+5,68%)
AMD BUY
"“Goldman Sachs says go buy the stock, it's going to 640, 650, whatever...”"
Contexto: “...If traders are feeling bullish because Goldman Sachs says go buy the stock, it's going to 640, 650, whatever, they're going out there and doing it.”
Preço na data de publicação: $516,11
Preço de fechamento do último dia: $546,72 (Jul 10, 2026)
Lucro/Perda: +$30,61 (+5,93%)
AMD SELL
"“if you see AMD go a,000 this year, I'll sell the vast majority of my shares.”"
Contexto: “...this is also why if you see AMD go a,000 this year, I'll sell the vast majority of my shares.”
Preço na data de publicação: $516,11
Preço de fechamento do último dia: $546,72 (Jul 10, 2026)
Lucro/Perda: $-30,61 (-5,93%)
AMD SELL
"“...it was $1,000 today. I would sell the vast majority of my AMD today.”"
Contexto: “...Like if AMD had a one in front of it right now and I'm talking $100. I'm talking it was $1,000 today. I would sell the vast majority of my AMD today.”
Preço na data de publicação: $516,11
Preço de fechamento do último dia: $546,72 (Jul 10, 2026)
Lucro/Perda: $-30,61 (-5,93%)
META BUY
"“Then this is a huge buying opportunity for you.”"
Contexto: “...If you're a long-term buyer of Meta and you believe Meta long-term is a $1,000 stock... Then this is a huge buying opportunity for you.”
Preço na data de publicação: $615,58
Preço de fechamento do último dia: $631,48 (Jul 10, 2026)
Lucro/Perda: +$15,90 (+2,58%)

Transcrição Completa

Well, you got to be flipping my flapjacks. Look at this. I'm recording from a hotel room. I'm on the travel right now. My wife, she's a baller. She uh got us first class tickets uh to come to New York City. And look at this, man. They give you a real knife up there in first class. I literally didn't even know that was possible to get a real knife on an airplane. But yeah, they give you one up there. Okay. I decide I'm going to travel to New York City. Guess where I'm staying? Midtown Manhattan. And then all a sudden I get this news in the last couple hours that this building might fall down in Midtown Manhattan. I'm like, what? You got to be flipping my flapjacks, man. This is getting crazy out here. Okay. All righty, ladies and gentlemen. We got a lot to get into in this video here today. So, yesterday before departing, right? Uh I'm in the airplane. I post this on my X page. Always linked in the description area down there if you want to ever want to follow me on X, but I posted this, right? New all-time highs for the public account, $4.55 million. Unbelievable. Congratulations to everybody out there who's been uh setting all-time highs here recently. But, you know, this market's really interesting because one day you'll have the market go risk on with certain stocks and the next day they'll sell right off, right? So, for instance, AMD was up massively yesterday, right? And then you look at AMD today is down like 6%. And it's really fascinating market right now that's kind of, you know, I can say irritating some individuals out there because they're seeing these stocks and they'll move up huge, then they'll move back down. They're like, what is going on here right now? Certain stocks are on the move big time, right? Elf Beauty. Elf's up 48% the past month. Look at that one. Going absolute beast mode. Palunteer is no longer Palunteers anymore now at this point in time. Look at Palanteer stock. Up over 20% just in the past five trading days. Celsius Holdings has early momentum. This stock's up about 14% just in the past month alone. Here, Meta has started to heat up. Look at this move here today. 3 plus% $20,000 plus up in the public count on Meta here today. So, that one's getting real interesting, right? Three core subjects we're going to speak about in today's video. Number one, I want to give two big warnings to all investors out there. Very serious warnings because this is going to save you a lot of money and uh prevent you from having a lot of headaches. Okay. Number two, we're going to get into two stocks that are ready for big moves in my personal opinion. Number three, we're going to talk about is Meta Stock ready to roll again? and you're starting to see this stock heat up and we're about to go on a heck of a run here. Okay, so we're going to get into all three of those subjects in today's video. Hope you guys really enjoy this one. I got a question for you before we get going. Okay, are you subscribed to the channel? Just look down there, see if you're subscribed or not. We have 941,000 subscribers. If you're not subscribed, subscribe to this channel. And there's one thing I need from you, and I need you to smash that like button. If you have not already done so, please smash that little like button for for me. I appreciate you. I hope you appreciate me doing a video for you on my vacation while I'm in a hotel room. Okay? And all I need from you is just one smash that like button. I hope it's not too much to ask. Okay. All righty, ladies and gentlemen. Let's start getting through these things here today. Number one, two big warnings for all investors. Then we'll get into some stocks that are about to see major moves upward in my opinion. Then we'll talk about it. Okay. So, first off here, warning number one, you know, you look at a stock like Micron, right? Micron's gone down about $22,222 in the past five trading days, right? That's a lot of twos. I like it. I should buy Micron just based upon all these twos. I'm seeing too many twos. Okay. Um, listen. Okay. We're in a phase right now, I call it the wear out phase. Okay. And this phase I got to warn everybody of because it does some things to investors to screw you up not only in the short term from making a lot of money, but also screws you up in the long term. Okay. during this wearout phase. And you're even looking at something like AMD, right? AMD has been an incredibly hot stock. It's only down 5% the past five days, but look at the past five trading days, how volatile this stock is. Look at the moves up. Look at the moves down. Look at the moves all around. Right? This starts to wear on investors because one day they're like, "Oh my gosh, am I going to go buy a new Ferrari?" And the next day they're like, "Uh, I can't even afford to go out to dinner tonight." Right? And that's what's fascinating about this market now at this point in time. I call it the wear out market, right? You look at this comes out yesterday. So AMD yesterday is up 9% because Goldman Sachs updated their view on AMD, right? Goldman Sachs lifted the price target on AMD to $640 before their price target was $450. Now I told you guys months ago this is the game that's going to play out with AMD, right? Where the analysts in the Wall Street firms have to keep chasing AMD. They have to keep upping their price targets and their commentary and things like that, right? I mean, it's a beautiful fun phase to go through, right? It's beautiful. But it makes the stock extra volatile. And so, a stock like AMD is extra volatile right now, traders are in control of AMD. Okay, let's be very crystal clear of that. The investors are not in control of the stock right now. It's traders. If traders are feeling bullish because Goldman Sachs says go buy the stock, it's going to 640, 650, whatever, they're going out there and doing it. The the algos are going out there and doing it. If the next day the ALOS or you know there's selling pressure and you know let's say the South Korean market's down there's a bunch of margin calls chip stocks are going down two big memory chip players are in that Korean market Samsung and SKH so it's extremely volatile right now AMD is going to sell down right right with those stocks and so this is a fascinating market but it's an extra volatile market especially with certain of these stocks and this can definitely definitely cause problems. Okay, now this is the big big issue with this. Okay, let me explain this because it can save you so much money before you get screwed. Okay, listen. This phase that we're going through right now does something extremely dangerous. It ends up turning investors into what? The one thing you have to avoid like the plague when you're an investor. You have to avoid it. You're an investor like me. You're focused on companies for the long term. You're focused on companies for years out. You're making your investments, your investment decisions. You're looking at the fundamentals of companies, right? The numbers. You're looking at where the business models are going. You're doing your SWAT analysis. The one thing you have to avoid as an investor is turning into a trader and starting to make your decisions based upon price action. And I think this stock is going to go up. I think this stock is about to go down, right? Stay the course. Stay the course. Do not let this phase of volatility of these big up and down moves turn you into a trader because it what it does is people start thinking, okay, the stock just went up huge. Um, I need to buy it. Oh, the stock went down huge. I need to sell it because it doesn't have the momentum anymore, right? or they see like a stock will have a pattern of like one day it goes up big, next day it goes down big and they think I can start playing that pattern, right? And then the pattern doesn't work anymore and like oh freak and and you start to make all these trading decisions and then you start gambling, right? You just start straight up gambling in the market and you start making gambling decisions and if you have ever been a gambler or you've been in a family of gamblers, you know what a gamblers do? They start chasing their bets, right? they start chasing their losses and so one gamble turns into another gamble. It turns into another gamble because I got to get it back. Gotta get it back. Oh, it didn't work out this time, but I got to get it back. Right? And so that ends up happening and just don't do that. My advice is stay the course in regards to stocks out there, right? You know, look at a stock like AMD. I'm up I'm up I'm up over a million dollar on the stock just in the public account alone. Up over a million, right? That's insane. Now, take all my other accounts. We're several million dollars in a plus on AMD profit, right? That starts to become harder and harder to hold. And so, you start looking and you're like, how do I continue to hold this stock when you're up a million dollars or across your portfolio several million dollars and then it's getting extremely volatile and you know, a day like today, look at that. Down $86,000 in AMD today, right? That is what $86,000. That's what I made in my first two years of working at Quick Trip after tax. $86,000 today in one portfolio in one stock. And so starts to become like how do I continue to hold this stock? Okay, listen. Here's what you need to do. Look at your projections. Look at where your revenue growth, your net income growth is expected to go. Look what PE ratios you have. Take it back to the fundamentals. Okay? Take it back to the fundamentals. Do not get caught up into the game of um uh my opinion is the stock's going to go up or down. No, no, no. Take it back to the fundamentals. Okay. So, if I look at my projections here, looking at thousandx.com, right? Now, keep in mind, I just took down my projections for AMD for the next several years. Um down to 35% revenue growth under my base case. Just a fancy way what I'm expecting, right? With a little conservative is a little conservatism in that, right? and my bull case 45% and I took down my P ratios on my bull case and I took down my P ratios on my base case. Okay, so it's a little more conservative than what I had before. But even under this more conservative stance, right, AMD in my base case basically has a stock going to $900 to $1,000 stock over the next few years. I mean, that's basically a double up from here in the next 3 years. That's a hard one to walk away from, right? In my bold case, if things go a lot better than I expect, I mean, we could be talking about AMD goes to $1,500 stock, $1,800 stock, right? I mean, the stock's 500 today, $500 something, right? So, based upon my projection of AMD, even though the stock's gone up a lot, even though it's extremely volatile, it makes sense to stay the course for now and still not take profits, right? It's a hard thing to do, man. It's a hard thing to do when you're up huge. But what you you got to go back to the numbers. You've got to go back to the numbers. Okay? And here's what I told my private stock group here today in regards to AMD stock in my personal opinion on this. Okay? Listen, I said, I just took down all my AMD numbers, right? you know, I took down my expected forward pees, uh, my expected revenue growth, net income because I'm a little more concerned that we might get an over orderering of chips right now and over the next couple years, right? And so, I'm still bullish on AMD. I'm just less bullish than I was, right? And clearly, I'm still bullish because my base case basically has a stock going at $900 to $1,000 stock over the next few years, right? But I said, do keep in mind on AMD, this stock could still run like crazy over the next six nine months. It could make that run to $1,000 in the next six months. That's the thing you got to understand about this one. When you have momentum, you have the analyst community behind you and they keep having up numbers, then you come through with a couple shock and awe quarters as far as your guidance goes. That stock could go a,000 this year. This year. Okay. Okay. I said, um, you know, my longer term, I'm a little more concerned than I was. But this is also why if you see AMD go a,000 this year, I'll sell the vast majority of my shares. Like if AMD had a one in front of it right now and I'm talking $100. I'm talking it was $1,000 today. I would sell the vast majority of my AMD today. Not because it's like, oh maybe it goes up higher. Like I'm just like that's fine. I'll give me give me my profits. No, there's going to be a certain amount of AMD shares that I want to hold for the super long term, right? So like 2030, you know, like 2030 plus, like really long into the future. But for the for the vast majority of my shares, you know, I want to get out of those likely in the next 6 to 12 months. Okay? So, that's just something to kind of keep in mind here. But bring it back to the numbers, man. Bring it back to the numbers. Okay? Now, you guys ever seen this little illustration I have? It says Jeremy Faves Hotel, the Flapjack Flipper Resort. Number one thing I have on there is build a portfolio be proud of years from now, right? And so, remember that. Remember that, ladies and gentlemen. Okay? You want to build a portfolio you're going to be proud of years from now. So, if you want to continue to hold AMD because it's a stock you want to hold to 2035 and 2040 and for several chip cycles cuz we're going through a massive chip cycle right now, right? That's probably got two to four more years under it depending upon how bullish you are on the cycle, right? That comes to a close and then you have a down cycle, right? And then you have the next cycle. This is what chips do. Right? You can follow this industry for the past 40 years. It's always the same boom and bust cycles, right? And so you might want to hold through the next several cycles cuz it's not like this AI cycle we're going through right now is the last cycle. No, there's going to be another one after that, another one after that. It's just what will happen as long as you know we continue to use semiconductors, right? So keep that in mind. Keep that in mind, right? So that's first off. That's my first big warning out there to everybody, okay? and stay the course. Look at your projections. Try to make decisions based upon numbers and not opinion on this stock's going to top because I feel it's going to top or because of price action. Huh? Bring it back to fundamentals. Number two of these major warnings and this is going to save you a fortune of money. Listen, don't get sucked into these IPOs, okay? You look at something like SpaceX, you know, everybody's so excited about that. You know, a few weeks ago, stock tops at 214. Right now, it's 150. Okay? Don't get sucked in these IPO situations. There's a lot of companies going public right now, and they're going to be more companies going public here in the short term, right? Here's a few things to keep in mind in regards to IPOs. And anybody that's super experienced about the market, you know this, right? But I'm really speaking for the people that go in the market the last few years that haven't been through an IPO cycle yet. And I can tell you this, if you have not if you've been investing for four years or less and you're watching this, you have not gone through an IPO cycle yet. This is your first IPO cycle. So, welcome. I've been through a lot of IPO cycles in the past 18 years. Okay? Listen, approximately 2/3 of new public companies underperform the market for their first one to three years. Okay? So if you buy a basket of IPOs, keep in mind the majority of them will underperform the market within that first 1 to three years of going IPO. Okay, next up, 90% of IPOs end up trading below their closing price. Okay, 90% 90% eventually end up doing that. So, keep in mind whatever you see an IPO trade at for that first day or that first week, you're there's an insanely high probability you're going to be able to get that IPO at a way lower price months from now, a year from now, two years from now, three years from now. Okay? So, you know, and I've seen it time and time again, keep in mind the bigger the IPO, the more hype around it, the higher probability you're going to end up getting that IPO for a cheaper price down the road. Much higher probability. the the funny thing about IPOs is the you know if you want to look at that like let's call five or 10% of IPOs that don't trade under that price. They're usually ones no one talks about and no one hears about that some obscure company that you know never had any hype and then they just keep executing their numbers and more and more people find out about it over time so it goes up. But I I I can't tell you about one stock I ever watched go IPO and it didn't end up trading dramatically lower within that first year if not the first couple years after it goes IPO essentially. Okay. But people get caught up in that excitement, that hype in that fir I'm going to buy it the day it goes IPO. I'm going to buy it the week it goes IPO and then they find they just end up being underwater for years. Usually you're underwater for years. It's it's one thing if you're like oh I go underwater on the stock for a few weeks or a few months. Usually when people buy into these IPOs, the day it goes IPO or that first week or two, they end up being underwater for years, years. Some people stay underwater forever. Okay, good example is even Meta. Meta went IPO, you know, Meta, one of the greatest companies ever clearly, right? Even they had a hor a horrible situation after they went IPO. They go IPO 38. The stock ends up hitting a low to the same year it went IPO at 1755. That's for one of the greatest companies in the history of mankind in a bull market. In a bull market. And it still did that, right? Fascinating. Fascinating. No. Uh I'm seeing stuff like this left and right. Every time I look up is like another company just did another bond sale for 2030 billion. All these big tech companies doing it. Why are they doing that right now? Because there's lots of easy money right out there right now, right? It's a perfect time to do these bond sales. If you're a big tech company, it's a perfect time to go public. This is when you want to do it. You want to go IPO when there's a lot of easy money out there, when there's a lot of excitement, right? That's the time to do it. If there's if people are super cautious, if there's not a lot of money out there at the particular time, why are you going to go public? You know, I had thousandx.com, okay, very successful software service. Let's say I'm thinking about takingx public, which I'm not, but let's say I was. Okay. When do you think I'm going to take Thousandx public? When no one is excited about the stock and no one's excited to buy IPOs or when everybody's excited? H the best time to take a company public is when everybody wants to buy it because you're going to be able to raise the most money. And if you've got a bunch of people that are shareholders of the company, you think they're going to want to go IPO at a bad price? No. They're going to want to sell the company when it's overvalued. That's just how it is. And keep in mind with these companies, you have massive amounts of investors. It's not like it's one person owns a company. You have, you know, a company like SpaceX, oh my gosh, they've probably got, you know, thousands, tens of thousands, hundred thousands of people, if not millions of people invested in that company, right, through different funds. And so, you think those people are like, "Oh, let's take SpaceX public at a bad time." Of course not. They want to take it public at the best time possible so they can get the highest price possible. And then when they cash out shares, which usually you've been had your shares locked up for years, you can't wait to sell, they want to sell it at a good price, right? They want to sell it at a multi-t trillion dollar valuation. They don't want to sell it at 500 billion, but if you can give them two trillion, 1.5 trillion, give me the money. Give me the money. Give me the money, right? That's what they like to do. So, do keep that in mind. Now, the craziest thing is there's a commercial comes on the TV, right, on CNBC and it's a commercial about the next the hottest IPO of the decade's coming, right? And we're going to give you the hottest IPO. Listen, when companies are running commercials on TV trying to talk about the hottest IPO of the decade and, you know, find out what it is. Uh, I mean, that usually means you're in a pretty u, you know, scary time for IPOs. And when I say scary, I'm talking about from a contrarian view of like if you're buying into the IPOs, be very, very concerned. Very concerned. When they're running commercials on TV about we're going to give you the hottest IPO of the decade. Caution, caution, caution. Okay, let me tell you about the most recent IPO cycle we had. That was 2021. There was all these spaxs, special purpose acquisition companies and there was a bunch of IPOs. Okay, it was craziness back in 2021, right? You got all the free money slloshed out there coming off a rona and all that, right? And I can tell you almost all of those spaxs and IPOs ended up crashing within 12 months of that 2021 IPO and spa craziness, right? And most of those companies I remember that you know had one of those spa situations or IPOed, most of them have never come back to the prices they were in 2021 and not even close. A lot of them are already like insolvent. They're like they already went bankrupt. They went to zero. Robert Dairo, last action hero. That's insane. Think about that for a moment. They never came back. And hardly I mean like literally I'm trying to think of like there's so many companies I know of that went public back in that time. And it's so hard for me to think of one that there's only one company that really comes to mind that I think is higher today than it was that when it went spa or IPO back in 21. The one company that comes to mind, you know what it is? Palunteer. Palunteer. And even Palanteer crash. Palunteer in that IPO spack craziness back in 2021, that stock went to like 30 or $40 a share. Do you know where it bottomed at in the very next year? $5.98. $5.98. You were able to pick up shares comfortably in 2022 at 67 8 $9 a share. Crazy, right? And um I can give you the long list of companies that I know did a spa or went IPO in 2021 that is just, you know, down a mile and a half. Even look at this one. Honest Company, HNST. This stock went public first day. Shares surged 44%. Oh my gosh. Goes public May 5th, 2021. Closed at $23 a share, right? You can buy on a stock for $3.88. 88 today. You over 5 years ago, you could have paid 23. People were paying 23 or you could pay $3.88 on a stock went down to a dollar. You could have bought it for a dollar a share a couple years ago. $1 from 23 to1. Guys, this is not the only stock. There's I mean there's probably hundreds of these sort of situations that are they're down on a mile and a half from where they were trading at back in 2021 or they went bankrupt already. Crazy, right? So just avoid like the plague all these situations. If you want to buy a company 6 months after they go IPO, a year, 2 years, 3 years, fair play. But in that first few days, there's a reason you never see me buy any of these companies as soon as they go public because I know it's almost guaranteed they're going to crash, right? That's just what happens. No, remember these two core things that I have on here, right? When it comes to my flapjack flipper resort number four, conference calls are non-negotiable. Listen, how you going to listen to conference calls if the company hasn't been public? You can't. I usually like to listen to conference calls several quarters if not years before I ever invested in the company. You can't do that with a company that hasn't been public. So like you're already going against core values if you buy into an IPO because you can't listen to conference calls, right? Number the fifth one I have here is know your stock's financials. You know, usually the financial situation for these companies is extremely shaky. Extremely shaky. A lot of them go public when they're not profitable. They're taking massive losses because they want to raise more money, right? And there's just not a long track record of these companies financially being in a great position. So, you know, like if you can't do some of these core things on here, you can't do it. And that means it's a no touch. Doesn't matter how excited you are about the long-term future. Like we're going to be mining Asteroid someday. Cool. Okay. Buy buy the stock after it crashes. Okay. And then, you know, hope for the whole mining thing in the future, right? Okay. Next subject up here. Number two. two stocks that are ready for some big moves up and then we'll talk about if Meta is ready to roll again. Okay, number one of these two, Celsius Holdings, C E L H, Celsius Holdings. This one has started to see early momentum here. I'm up about $30,000 so far on Celsius in the public account. We got a long way to go with this one. This one's not even close, not even close to where it should be. Now, what the thing that's going on with Celsius is gone on with a company before that I used to own many years ago. Okay? And as more and more people start to figure out, oh, there's not something to be incredibly fearful of here, they're going you're going to see Celsius see more and more momentum. Okay. The thing everybody's worried about in regards to Celsius is this. Okay. Trouble for Celsius. Why? One of America's favorite energy drink companies is facing a high stakes legal investigation. Earlier this month, Ken Paxton, the Texas Attorney General, announced that he would be conducting an investigation into the company's marketing practices. Okay? And there's all these worries about like, oh, you know, what is their marketing practices? Are they marketing to children? These sorts of things, right? First off, I, you know, personally, I've seen so many people drink Celsius over the years. I've never seen kids kids drink in Celsius. It's always like people that go to the gym and like people in their 20s, 30s, 40s that I see drink in Celsius, okay? But they're doing an investigation into that, right? And so this is fascinating because it's a company I used to own many years ago. Used to be called Hansen's Natural Beverage. Nowadays, they're called Monster. And guess what? Monster faced multiple high-profile lawsuits and regulatory investigations into its marketing practices. The San Francisco city attorney accused a company of aggressively targeting minors mislabeling products as dietary supplements in failing to adequately warn consumers of the health effects of excessive caffeine. Right. Oo boy that sounds familiar what Celsius is going through. Right. So there was that whole situation. Then the company had to they basically had to go from being a supplement into like the nutritional they had to get like dietary you know from went from dietary to like a nutritional you know like a traditional product would be which I actually think was a bullish thing for them long term but anyways they tried to like scare them with that there was a wrongful death lawsuit in 2012 family of a 14-year-old girl filed a wrongful death lawsuit against monster after she suffered cardiac arrest from consuming two cans of the energy drink within a 24-hour period supposedly, right? And so that sounds a whole lot of like what Celsius is going through right now, does it not? Like the same exact thing going on again. Look at these articles. 2013, 2014, 2013, 2015. The same exact thing Celsius is going through. Monster already went through it. And I know because guess what? I was an investor of Monster back in those days, right? So, you know, the moral of the story is here. as more and more people begin to understand this is not as scary as it looks. The fact that they're going through all this and it's not unprecedented. It's happened before. It's like a it's at this point it's like a right of passage. If you want to be an energy drink company, you're going to have to go through this sort of stuff. You go through it. You make it out to the other side and um you know there's your business, you know, but you have to go through it all. You got to go through it all. And so it just is what it is, right? And so, you know, when you become a very big company like that in the energy drink space, they're going to try to tear you down. And so, you have to go through all this soft stuff. That's just what it is. Okay. Now, I've been talking about, you know, Celsius reminds me of a stock that, you know, is going to go on a big run just like ELF has, right? I just want to be clear about ELF. I don't think the run in ELF is over, right? And that's not the second stock we're going to speak about, but I just want to make clear like I think that ELF run continues. I think we go $100 plus before this year is over. Yeah. 420 26 is over. I think we go 100 plus on ELF. I just a question of are we going 120 or 140. I think that's the biggest question in regards to ELF. So, you know, it seems like with ELF, all these dips, any dips you get are getting bought right up. And so, don't be surprised if we continue to see momentum of ELF. Okay. Now, the second stock of these two stocks is prime for a very large move in my personal opinion is this one, SoFi Technologies. So is next up here in my opinion and I think this stock could heat back up as inflation fears die and they probably will die. The inflation fears and the inflation fears have caused fear around interest rates going higher and what that could damage uh Sofi's business model. Okay. I believe that, you know, I I'm sure you guys see what's going on with oil price, right? That that was the main culprit of the inflation fear about, oh my gosh, gas prices are going to go insane, oil prices going insane, this is going to cause inflation across the whole economy, and this is going to cause the Fed to raise rates and Kevin Worsh to, you know, go on a hike cycle, blah blah blah, right? And that has been very negative for SoFi. So's numbers have been incredible, but it's definitely caused damage to SoFi's stock price. I mean so far stock price was what 32 at the top and then recently at Lowe's I think it was down 16 right and so if you have inflation fears alleviate right and you have a situation here where people get more bullish that the Fed might lower rates right and so will be just fine and that will lead to momentum in SoFi stock and the next thing you know you'll see a two in front of the stock and then you'll see momentum from there and so that's the second stock I think could see um real momentum here, okay? And could heat back up, right? And keep in mind with all three of these stocks I just spoke of, SoFi, Health, Celsius, those are long-term holds for me, I hope to hold those stocks for years to go in the future. Those are stocks I've also held for many years. And so I think they got great long-term futures, all three of them. And so, you know, whatever happens shortterm is what happens shortterm, but I think those stocks will probably see momentum. Okay, we're already mix up here. Let's talk about Meta is ready to roll again. Meta, you know, one of the greatest companies in the world, but man, the stock has been stuck in the mud, has it not? I mean, the stock was 700 plus back in Q4 last year, and you can buy the shares today for 600, right? So, Meta, here's what you have going on, right? This was exciting today. Meta enters AI image model race in bid to court advertisers and subscribers. H Meta has previously announced it used thirdparty AI models like Midjourney and Blackforce Labs to power image and video generation features in its Meta AI app and site. Now guys, listen, this is a risk to all these partners. A lot of companies are partnering with each other in this AI age right now. Everybody's partnering. Oh, this company's partnering with this. There's a risk and it's that these companies end up diverting and then next thing you know, you're screwed. Okay. So, just I want to tell everybody that there's a risk to this partner activity. Okay. Now, here's the thing. Okay. Meta is supposed to if you use this meta image generation product, you can end up, you know, subscribing to like a monthly fee, right? And that's cool. But here's why Meta is really up to this. Muse image brings native reasoning to creative process to adjust elements, swap styles and create variation based on the advertiser's creative resulting in high quality onbrand ad variations within within within with few iterations. Right now in the coming weeks, advertisers and agencies can expect to see image varants powered by Muse image. This is what it's all about, right? This is what it's really all about. They want their advertisers to get the most bang of the buck. The thing is, Meta has to have you win as a business. If you win as a business and you make more money, you're going to spend more money with with Meta. It's a very simple game. Like, if Meta can get you a great ROI on their ad spend, you're going to spend more money with them. Why would you not, right? Like, if you for every $100 you put into Meta, right, to advertise, if you can get as a business $200 back, you're going to keep playing that game. Keep playing that game. And the more meta can get you that ROI, the more money like you'll spend millions of dollars on advertising. If it takes that, tens of millions, hundreds of million, like there's no stopping. As long as they keep getting you that great ROI, you're going to keep going for it, right? No. If they can change the images based upon what somebody's most likely to click on, they're going to do that. So if Meta can make, you know, a hundred different images and test them all and this one converts best with this particular person and this p particular person for that profile and this profile, they'll keep doing that because it means they'll get a high the customer will get a higher ROI on that, right? The client and they'll spend more money with Meta. And so that's what it's really all about. It's not really about selling subscription plans. much more about like we need our advertisers to get the most bang for their buck so they make more money which then they can spend more money with us right now on the flip side something exciting like that happens but then you get something like this Bank of America warns on big tech Meta Google McDougall Amazon AI spending could spook markets listen it already has where you been BFA like you just wake up like that already has spooked the market right and this is something we continue to have as a problem is the spending is you know incredible for these companies Now you also have things like this. Okay, four states seek $1.4 trillion in meta safety lawsuit for, you know, child social media addiction trial, right? They want $1.4 trillion from that. Four states do like gez, you got a state budget problem or what do you got here? Okay, this is the type of stuff you're still dealing with in regards to meta, right? So the spend's an issue. You got stuff like this like you know that's the clouds around a company like Meta right now. Here's the issue with Meta. Okay, and here's why the stock is going to be in a tough place and it kind of remains like a rangebound stock. Okay, we're going to get another crazy capex number likely in 2027. I don't know if it's going to be 185 billion or 200 billion. It's just going to be another stupid number, right? Like crazy crazy. right now. Meta's has like blockbuster growth going on right now. Like insane. Their latest quarter was 33% revenue growth. This year is going to be, you know, almost all these quarters should be in like the 30s. The issue is we're going to have to comp a year of 20s and then 30s. That's a brutal comps. Okay. So, I think there's a decent probability our growth could go into the teens in 2027. Okay. Now, that's an issue if you also have a crazy capex number on top of that. we're gonna have the stock crash because the company's growing in the 30s right now and we still can't have the stock move. If all a sudden the growth next year goes in the teens and you get another crazy capex number, the stock's going to crash. So you'll see it go from, I don't know, 650, let's say, down to 400, 350, 375, 450, something like that, right? And you get a big crash in the stock. Okay? And so the moral of the story is in regards to this whole situation when we met a stock, right? If it wasn't for these crazy capex numbers, we would already be a thousand dollar stock or we'd be close to a thousand stock. But because the capex numbers are so insane, that's going to damn GPS for a long time. And no one's sure about the ROI they're getting on this. Like if we spend $145 billion on capex this year, we don't even know if we're getting a h 100red billion back. We don't even know if we're getting 10 billion back just to be quite frank with you, right? And so you can't trust Zuck right now until the capex chills in regards to a sustainable upward move in the stock. And so to me, the stock still seems like it's been kind of we're like 550 to 750 rangebound stock, right? Until we get to that breaking point, and the breaking point will be either Zuckerberg chills on capex, right? Or the growth slows down next year and we get another capex and we have a stock crash. One of those two, we're going to get to a breaking point in the stock. No, if you're a long-term buyer of Meta and you believe Meta long-term is a $1,000 stock, a $2,000 stock like it is, in my opinion, Meta is going to a $2,000 stock longterm. Long term, but not in the short term. But it long term, we have $2,000 stock. You know, I think $1,500, $1,000, that's pretty dang easy in the next five years, but I think we're going 2,000 long term, right? Then this is a huge buying opportunity for you. But do not get hyped and hope like we're good, you know, like that's that's the issue. If you just think, oh, we're making a move up like we're good, we're we're good, like next thing you know, the stock can slap you with a four, you know, in front of you. So, just keep that in mind. Don't get your hopes up in regards to meta stock. There certain stocks I feel comfortable like getting my hopes up about the shorter term move. Meta is not one of those. I think the stock is still kind of a rangebound 550 to 750 stock. So, but if it's not and we go to a th00and, then I'm happy. But I'm just like I don't trust it. Okay. All righty, ladies and gentlemen. I hope you enjoyed today's video. I appreciate you joining me as always. Uh private group is closed right now, but as of the pinned comment down there, I'll put it so you can join a wait list essentially. And this will be helpful for whenever we do open the private group back up because we'll basically go through the weight list and the people that apply now and are on that weight list, you'll be like the first ones to be allowed to join us in the private group. um assuming you're the right fit for us, but you'll be the among the first to join us in there when we do open back up. So, I'll put that as a pinned comment down there today. All righty, ladies and gentlemen, from New York City. Much love. Appreciate you. Have a great