I might buy a NEW STOCK‼️

Who's excited? Who is ready? We got earning season on deck, ladies and gentlemen. It is finally here. What do you know? Uh $4.5 million public count at here today. I posted this on my ex page. Always have that linked in the description area down there. I said earning season's here. Things go really great the next 30 days. Public count could could go $5 million in the next 30 days. Absolutely. A very exciting time. You guys know I love earning season, right? Elf on a shelf. Oh man, it's doing pull-ups on the shelf. Look at this one. Continues to run another 8% here today. $9,500 move upward for ELF. That one continues to be redhot. This is just in the past 7 weeks in regards to ELF. Now up 62%. And you know, I believe that stock's going a lot higher, not only the remainder this year, but in future years as well. Now, I want to show you this. This is since November 2021. Look at Netflix and Tesla stock. Both of them are down since November 2021, right? It really goes to show you great stocks can turn very bad, right? And that's incredible to see two companies that prior to that were seen as like two of the best stocks in the stock market. And to now be two stocks that have gotten you negative returns over those years, that's incredible, right? And if we went back to November 2021, we asked people their opinion on Tesla stock and Netflix, they have nothing but positive things to say. Man, do things switch fast, right? And this goes to show you like something like an AMD. AMD up over a million dollars in the public account on that stock. Right? Remember everybody hated this stock like 15 months ago. They called it advanced money decimator, advanced money destroyer. They had all these names. Now it's advanced money duplicator, right? Um and that was just 15 months ago. And and look at how fast things change. And so just understand the stock market opinions, perspectives on a stock can completely change just in a year or two. It's unbelievable the way things can switch in the market. Okay. Four core subjects we're going to get into get into this video here today. One, I want to talk about Netflix and Tesla, the numbers, why those stocks are so different. Not the business models really so much, but just the numbers and kind of trying to figure out like where the best values are in particular stocks at particular times. Okay? I think there's a little lesson I can teach you guys in regards to that. Number two, I have some stocks reporting this week, three stocks in particular. I want to share my confidence on those companies going up versus down, if I think they're going to beat earnings, miss earnings, all those sorts of things. We'll cover all three of those stocks in this video here today. Third subject we'll get into is a brand new stock, brand new stock that I might load the boat on. We're going to talk about that in this video here today. Going to be pretty exciting because I don't think I've ever talked about the stock in 10 years of doing YouTube and uh we're going to finally talk about today. And fourth subject up here today I want to talk about is SpaceX. Uh when is the SpaceX stock going to bottom? Right? That one just goes down and down and down all the way to Chinatown and it's going lower, right? And so I'll I'll explain in this video when I believe SpaceX stock will bottom. what the price will be and all those sorts of things in the video here today. Okay, one thing, one thing only I need from you guys. If you could just smash that like button, that little thumbs up icon, please make it glow. That's all I need from you. And additionally, make sure you subscribe to the channel. That way, you see more of my videos in the future. If you have notifications on, there's a very high probability you'll see my videos in the future versus YouTube just showing you a random video, right? Additionally, my private group reopens this week to accepting applications for new members literally today. So, if you're looking to apply join private group has been closed for quite some time to new members, but if you're looking to apply, that will be the pinned comment down there today to get access to my private group. Okay. All righty. So, let's get rolling here. Let's get in these subjects. Okay. First up, let's talk about this Netflix's Tesla situation, right? These stocks have gone down Chinatown over the past number of years, right? Listen, if we went back prior to that, right? I said, what were the returns for Netflix and Tesla stock? November 2016 to November 2021, right? Netflix stock had gone up 449% over that time. Tesla had gone up nearly 3,000% over that time. So at that particular time period, you look at those stocks and you be like, "My gosh." Like those are incredible stocks. Like they're two of the best out there, right? Look at the returns they've given you. And now you look at those returns since then and it's awful, right? Awful. I mean, think about how much the market's gone up since November 2021. Think about all the stocks have done so amazing since that time. And yet these stocks have given you a negative return over that same exact time period. Right? Now, this is where you're trying to figure out like is is one of those stocks a great deal or both of them a great deal or neither one a good deal. Right? So, if we look at something like Netflix, I I want you to just keep an eye on a few numbers here. This chart right here, this revenue chart, okay, look at that. Keep that in mind. The margin profile over time, keep this in mind. Look at how Netflix's margins are consistent or uptrending over time. Okay? Third thing I want you to keep my eye on here is free cash flow per share on a trailing 12-month basis. Look at where this chart heads. Okay. Next thing I want you to keep an eye on is historical PE. Look at how far down their historical P is gone. Now at this point in time means you're getting a discount on the stock. Okay. Now let's compare that versus somebody like a Tesla. Okay. Look at Tesla's stagnation in revenue over time. Right? It's a very different chart than what we're seeing here with Netflix. Additionally, look at where Tesla's margins have trended over time. Down, down, down, down, down versus Netflix. Up trending over that same period of time. Next up here, look at the free cash flow per share of Tesla over time. It's still down significantly where from where it was just a few years ago, right? Additionally, look at the historical PE. It's actually risen quite substantially. So, you're paying an extremely high price for Tesla. You're not even getting at a discount for a company that basically has very bad poor numbers, right? And the fifth and final thing I want to show you here is look at the operating income. One of the most important metrics you can ever look at it for a company, right? Drill into a month operating income for Tesla and look at where that trend has gone. And then you look at something like Netflix, right? So these are two companies in completely different places. And you could make a very strong argument that one of these stocks is a huge discount. That is being who? Netflix and Tesla not so much. Right? No, not all stocks are created equal, right? Netflix, I look at that stock right now as an easy buy. Tesla, on the other hand, right, with roughly the same return since November 2021, it's a very questionable buy. It's a hope buy, right? Uh well, it's like I hope they come out with robots and I hope those robots are really successful and I hope they launch the robo taxis all over the United States and all over the world and I hope that's successful. It's a it's really a story based on hope. Whereas Netflix is a story based on execution. They just come in and execute, continue to attract more subscribers like they're doing year in and year out, right? They can go up on price a little bit here and there as they've done in past and make more money that way and then continue to build out their ads business. There's like no hope. It's just execution, right? It's not like I hope we, you know, everybody goes and buys a robot someday and Tesla makes them and all these crazy things, right? Now, additionally, when it comes to Tesla, you got to understand there's been a lot of promises made in the past, right? And you know, Elon Musk is very good at getting everybody hyped and excited about we're going to do this and we're going to do that, right? And so, you know, a lot of us believe that Tesla was going to become a mass market automaker, right? And just to be quite frank, they failed miserably. As of today, they make up like 3% of US vehicle sales. 3%. At this point in time, they were supposed to be like 30, 40, 50% market share. 3%. Awful, right? So they could never gain mass market share. They're a niche automaker at the end of the day, right? Also, they were unsuccessful in solar. Elon Musk sold this big vision about solar and how they're going to become this massive solar company and so big and so successful and that just never came to fruition either, right? Semis, semis was supposed to be this big thing and everybody's going to be driving a Tesla semi, right? That never came to fruition either. So it's just like thing after thing after thing that was supposed to be this big thing. It never ends up being the big thing and consistently it ends up being just this little little teeny thing over time, right? I'm sure a few people have Tesla Semis out there, 3% market share cars in the US and unsuccessful at solar, right? And so at the end of the day, that's what you're kind of left with versus a company like Netflix, right, that comes in year in and year out and just executes and puts up the numbers. If you look at this, Netflix went from 192 million uh subscribers to 219 million to 230, 260, 301, 325 last year, right? We'll see where they end this year. Maybe it's 350 million subscribers, maybe it's more. The moral of the story is Netflix comes in and puts up the numbers year in year out and Tesla comes in and disappoints you again and again and again and again and again, right? Non-stop, right? Now, additionally, look at somebody like Tesla, right? three straight years of down sales it's going to look like it's going to be end up being right three straight years that's rough and so when I look out there and I'm like okay I have an opportunity to buy a Netflix or I have an opportunity to buy a Tesla right Tesla was a great money maker for me back in the day might have been my first stock I ever cleared seven figures plus on right but at the end of the day like what's a better buy today it's Netflix without question right and so that's why I'm investing heavily into Netflix you can look at those two stocks they neither one's done a dang you know, but I'm here putting fresh money into Netflix cuz I don't want to ride on hope. Hope is a dangerous place to be in the stock market. Hope is a very dangerous place to be. Whenever you're trying to ride off hope, especially for a company that fails again and again again like Tesla has, right? They they don't have one success yet. That's the issue. They don't have one thing that they were supposed to do that they did. Were they ever super successful in solar? No. Were they ever a mass market vehicle maker? No. Robo taxi is, you know, still someday, right? Even though it's been talked about forever, you know, robots and blah blah blah. It's just it's just like disappointment after disappointment. Then Netflix comes in and just dominates. And so, you know, that's where you got to kind of got to figure out like where do I want to put my money and that's why I put my money in somebody like a Netflix versus a Tesla, right? You got to look at the numbers. You can't just, you know, the dreamy story because a dreamy story, it just is what it is, right? And maybe you can get a high valuation based upon a dreamy story, but it ends up producing bad results over the long term, right? All right. Next subject up here. Let's talk about my stocks reporting this week and my confidence on those stocks going up and down. We'll talk about a new stock I'm going to load up on. Then we'll talk about SpaceX and when that stock's going to bottom and what price. Okay? Okay. So, few things here. Listen, I have three stocks reporting earnings this week. Three stocks. Two are very important, one is not as important. They are Google McDougall, Service Now, American Express. Okay. So, two are on Wednesday. Uh Google McDougall and Service Now, and then uh American Express is on Friday. By the way, I pulled this from the 1000X uh X page. If you ever want to follow Thousandx page, I always have that linked in the description area down there as well. Um, that does a lot more stuff like this. We try to do content like this, like what earnings are coming out, different numbers, metrics, things like that. It's very different than my personal X page I use. Okay, so American Express, what what's going to happen here in my personal opinion? Triple beat is coming. What's a triple beat? Beat on revenue, beat on earnings per share, beat on guidance as well. That's what I believe is coming here for American Express. What gives me the confidence? By the way, American Express so far, it's a very new position for me in the public account up $9,800. Why do why am I confident a triple beats coming for American Express? Well, with American Express, very stable business model. So, people that have American Express credit cards keep those credit cards, you know, year in and year out. They just keep using them again and again. They pay their fees to use those credit cards. For some, it's like $500. For some, it's closer to, you know, $700 plus. So they just get that recurring revenue coming in. It's a very much a membership business model similar to even a Netflix, right? Or similar to like a Costco membership model. But then additionally, American Express's customer base is higher net worth, higher credit scores. Those people continually spend, right? And they they're really the demographic you want to attract as a credit card company because they're just going to continually spend on these credit cards. You know, somebody like myself, I'm American Express customer. I spend a lot of money on through American Express credit credit cards every year, right? So there's not even like a question like are they going to come through with their numbers? Yes, they're going to come through with their numbers. It's one of the most consistent business models. There's a reason it's Warren Buffett's number two biggest position. The second most money Warren Buffett has invested in any stock in the market is American Express through Burkshire Hathaway. Right. The only position bigger is Apple. And I wouldn't be surprised if American Express ends up passing up his Apple position over time. So you got to have a pretty special business model that's very consistent to have the big Buffett say I want you as my number two biggest stock. So just something to be said about that. Okay, next one up here. Google McDougall. So Google McDougall triple beat also coming. Okay, beat on revenue, beat on earnings per share, beat on guidance. But but Google is a more of a question mark here. Okay. And by the way, Google's done tremendous for us in the public count up 123% on that stock. Okay, the scary thing for Google is going to be capex. Where does that capex number come in at? How far like the chances they up their capex is pretty significant because memory pricing alone? Memory's gotten so much more expensive just in the past quarter or so that there's a high probability I would say Google might up their capex number. And depending on how much more they up their capex number is going to be whether that stock goes up or down after those earnings come out. If it's a big jump, I think the stock's going down. But if it's like a modest number and the beats are strong, Google's going higher after those earnings. So just something to kind of keep in mind in regards to Google McDougall that capex is going to be very, very important. That could give the scaries to Google McDougall if it's too high of a number, right? Cuz then people are going to start projecting 2027 numbers and they're not going to feel comfortable. Next one up here, Service Now. Listen, I'm confident that Service Now can come in with a double beat. I'm not as confident about the triple beat. I don't know where the guidance is going to be. Like, like the thing is right now we're going through a weird time period. Alex Karp scared me. I'm not going to lie. Alex Karp really scared me. He went on CNBC like two weeks ago. He sounded very defensive. He sounded very aggressive. He sounded very angry about companies and experimenting with tokens and basically sounded like budgets and attention from big dogs at companies might be going toward Claude, might be going toward anthropic rather than products like Palunteer or maybe even products like a Salesforce or service now. So that interview actually scared me a little bit and so that makes me a little concerned about guidance for Service Now. I'm hoping, remember we spoke about hope earlier, hope's a dangerous place to be. I'm hoping the guidance is good, but after that Palunteer Alex Karp interview, I'm a little concerned actually now where I'm like, "Oh, shoot. Maybe maybe people aren't going to be as interested in services now as new products and they're going to be more interested in what Anthropic has or sign up for new, you know, something more advanced chat GPT wise." Like, I don't know. Like, I just I'm I'm more uncertain. I'll say that. Much more uncertain. Now the conference call is going to be brutal if the stock's going down. That's the other issue you run into. Let's assume Service Now stock's going down. Let's say the guidance is a little under what people were anticipating. The conference call questioning will be brutal from analysts. They will go like sharks and they got blood in the water. Okay, it's going to be brutal. But that's if the stock's moving down. But let's assume the GU's weak, right? or weaker than expected and the stock's off 5 10 15%. Oh, that conference call is going to be awful, man. Like the analysts are going to be swimming like sharks and they're just going to be asking all these like every question is going to have like a negative like narrative around it and put the CEO Bill McDermad and and the management team just in a very defensive place and that could add insult to injury in regards to that. So service now hoping the guidance is good but I'm a little concerned. Okay. And now keep in mind whatever happens with these stocks in the very short term for one earnings period or not like it doesn't make or break the investment. Whenever I'm buying a stock I'm usually thinking several years out. So I'm thinking about where Service Now is three years from now, five years from now, not just where their stock is 3 weeks from now and 5 weeks from now. That's something to keep in mind there. Okay. So, those are my three companies reporting this week. That's kind of my opinion on that subject and if those stocks go up or down and all that good stuff. Okay. All righty. Next up here, let's go ahead and talk about uh a new stock I'm going to likely end up loading up on. And what has me excited about this company? This is going to be kind of a shocker to a lot of people out there. It's a very different company than what I traditionally invest in. You guys know I like to stick to a lot of top tier tech companies. You know, I like to find turnaround plays, some good value in div stocks over time. This stock's very different. You almost never see me buy a stock like this, but I'm actually really intrigued in the stock for like the next five years. Okay, so here we go. If we look at Buffett's biggest positions, okay, you know, Buffett and I, we don't usually have many stocks in common, although I love Buffett. I learned so much from him back in the day. It's incredible. But we don't usually have many stocks in common. We have American Express, right? But outside of that, we got Google, but Google's a kind of a small position for me, but there's not a lot else you're really going to see that I own and Buffett will own. But there's one stock he owns that I really starting to like and it's this company right here, Accidental Petroleum. He owns 26 plus% of this company overall. It's a significant position for him. One of the biggest positions for him. Uh over 4% of the Birksher portfolio, the stock market portfolio is in accidental petroleum. Oxy is a ticker symbol in this one. Okay. Now, accidental petroleum. So on thousandxtocks.com, we have the ability to generate an entry-level report or generate a hedge fund level report. And so I just generated an entry-le report to just kind of let you guys know what does this company do, right? Oxidental Petroleum is an energy company. Most people call it Oxit. It finds oil and natural gas in the ground and brings it brings them up to sell. Whenever I do my entry- level reports, I always have it like explain everything like in the simplest way possible, right? It also works on carbon capture, which means trying to cap uh trying to trap carbon dioxide before it goes into the air. People buy Oxy because the world still needs a lot of oil and gas for cars, planes, factories, and power. Customers choose Oxy because it is a large well-known producer with big oil fields, especially in the United States and the Middle East. The main way it earns money is selling oil, natural gas, and natural gas liquids from its wells. Is a business strong? It really depends on oil price and gas price right at a particular time. As far as financial health of the company, they're going to make a lot of money this year and you know in the billions, the multi-billions of dollars in their balance sheets getting bigger and bigger. The biggest risk to Oxy, the biggest risk is falling oil price and natural gas price. If prices drop a lot, Oxy can make much less money very quickly. Now, here's the deal, okay? I'm not usually somebody who likes to play cyclical plays, cyclical stocks that kind of go through ups and down cycles, and oil and gas companies are cyclical companies. But I always tell you guys, if you're ever going to buy a cyclical company, buy it when it's just been through a massive multi-year down cycle, that's when you want to get involved. You don't want to get involved in a cyclical company when they're in a boom cycle and, you know, revenue's been tearing it up for the last several years. That's not the time to buy. No, no, no, no. Okay? You want to buy after a huge multi-year down cycle. And clearly, accidental petroleum, this is where we're at right now, went through a massive multi-year down cycle, right? That's clear as day. Now, when it comes to accidental petroleum one, their revenues are expected to rebound significantly moving forward. The earnings per share should rebound at a much faster rate. Right? Their free cash flow should also rebound at a much faster rate. Right? And once again, they've been in a multi-year downtrend for all of these. Now, from my understanding in regards to accidental petroleum and doing my research for this company, it looks like break even for the companies around 40 roughly, right? $40 a barrel that is. in terms of being able to make their debt payments and, you know, not being in some sort of situation where they face bankruptcy or something like that. Right now, if oil went down to 20 blocks and stayed there for a long time, accidental petroleum along with, you know, almost all oil and gas companies would be screwed. I mean, the only guys that could probably make money down there is the Middle East. Saudi Aramco would probably be okay in that situation, right? But be brutal. So, now is it realistic that oil goes down to 20 or $30 a barrel? Uh, not in my opinion. Right now, the further oil is over $70, the more the operating income of the company is going to increase substantially. It's not just like a very small amount. It's like for every dollar oil is above, you know, let's say $70. It looks like to me that's going to mean hundreds of millions of dollars extra a company like Oxidental Petroleum can make. Okay. Now, additionally, they've been bringing down their debt on the company as well. And they have a a target, from my understanding and my research on the company, they have a target to get their debt down to about $10 billion. And it's getting very close now at this point in time, which means shortly here, likely in the next year, they're going to really be able to start focusing on doing big share buybacks as well as increasing dividends, which is more exciting than certainly paying down debt, but they've wanted to get their debt really under control, and I think Warren Buffett's probably had some sort of influence around that as well. Okay. Now, as far as their projected net income for, you know, 2027, full year 2027, there's talk that there's probably going to bring in $4 billion roughly, right? $4 billion roughly of net income. Now, let's say oil price went to $200 a barrel. Then, we're talking about net income $25 billion. So that's where I'm talking about like when when the price of a barrel of oil goes up this the changes are significant right now you got to say like is it realistic that oil price could go up substantially in future years right $100 a barrel $150 a barrel $200 a barrel you know the highest I ever seen oil price per barrel was back shortly before the great financial crisis and a barrel of oil went to like 140 or so right So, could we ever preach uh reach 140 again or higher? Right. Well, there's a few things to keep in mind here. One is the strategic oil reserves in the United States have now just hit their lowest level since 1983. Now, some people make an argument that you don't need the SPR anymore. It's not necessary because we're such a big oil producer in the United States that it's it's irrelevant, right? That's debatable. Very, very debatable. I think having a strong reserves and SPR is very important. Okay. And so at some point in time, we're gonna have to fill that baby back up and that's going to be bullish for oil whenever that time comes, right? Maybe they'll take it down to zero. Like who knows? Now, additionally, there's been a huge underinvestment by oil companies for the past 10 to 15 years in the United States. Specifically, the past 10 years. Okay? Because over the past 10 to 12 years, oil companies were definitely looked at as kind of the enemy, right? And there's been a lot of initiatives over time for clean energy and solar and those sorts of things. Although now with the current administration, a lot of that stuff has been definitely deep prior. You know, it's not as important. That's simplest way I can put it. It's not as important when it comes to solar and wind and all that sort of stuff. Like, you know, Trump doesn't believe a lot in any of that sort of stuff, right? speaks very negatively on it all the time. And so there's been a huge underinvestment. Now, are the oil and gas companies going to make massive investments into infrastructure, into tons more wells, things like that? Doesn't look like it. Because the way these companies look at like it is they're like, why would we do that when the next administration that could come in is going to might be anti- oil again. So why would we invest in infrastructure? Whether it be refining capacity or whether it be just, you know, making tons more wells or anything like that. Why would you? You wouldn't do it, right? And if you're these companies, you're incentivized by prices going higher over time. Like if you ask oil and gas companies, they want price to go to 100. I'm sure they do, right? If we could get them behind closed doors, they might not publicly be able to say that, but behind closed doors, of course, they wanted 100. They wanted 150. They wanted 200. They would love it at $500 a barrel, right? So there's been a huge underinvestment from these companies for years. And so look at it kind of like the memory chip market, right? The memory chip market, you have some big players in that market, right? And you don't want to ever get too much capacity or you're going to set yourself up in a situation where memory prices are going to be extremely low. And so these oil and gas companies aren't financially incentivized to massively inc increase capacity. They're just not. And so there's an underinvestment that's been going on for 10, 12 years now. easy, right? And when you think about the globe, remember oil markets, it's a global market. Geopolitics is getting worse. It's not getting better. There's more conflicts. There's more countries fighting. There's more countries breaking apart. And this has been a trend really for the past, I would say, I mean, it really kind of started just before Rona, but I would say after Rona, it's really picked up in regards to countries breaking apart, friends becoming foes. um things aren't as as you know come together as they were 10 years ago. That's the bottom line in regards to that. So geopolitics getting worse. We see it consistently. Even look at the Iran situation like how many stops and starts has there been in regards to that where it looks like oh it's getting better and then it just gets worse. Right? And so geopolitics is in general is getting worse as time's ticking on here. All right. Now, carbon capture. So, this is not a space that I am an expert on, right? Like, oh my gosh, I study carbon capture all day. But you know who is an expert on carbon capture? AI is an an expert on carbon capture. That's the good news. Okay? Because it can read everything that's ever been written about carbon capture and all those sorts of things. So, I asked AI. I said, "Who, you know, list out the companies that could benefit the most if carbon capture takes off over the next decade, right? What is the number one company artificial intelligence says will benefit the most the most if carbon capture takes off over the next decade? It is guess what? Oxidental petroleum. Why? Through its 1.5 subsidiary, the acquisition of carbon engineering, Oxy is aggressively building mega scale direct air capture Strauss hubs and sequestriation infrastructure backed by extensive oil and gas subsurface data. Okay, listen. AI says if carbon capture takes off over the next decade, Oxy is going to be one of the biggest beneficiaries. So, we have two ways to make a lot of money in Oxy. One is the price of an oil a barrel of oil goes up substantially over the coming years and goes to 80, 90, 100, 120, 150, maybe 200 long term. Right? That's one way to make fortunes money on Oxytock. The other way is if carbon capture takes off over the next decade. Right? Now, there could also be a situation where both those happen. Do keep that in mind, right? There could also be a situation where carbon capture doesn't take off and oil price goes down to $40 and stays there for years. Is that super realistic? Probably not, right? So, the way I would kind of look at this Oxy stock and why this really has me intrigued is if I buy this stock $55, right? And I hold it just for the next five years, let's say, right? I would say there's like a less than a 10% probability I lose money on the stock given where the P ratio is at, the forward P ratio is at, given what I believe will be the long-term trend of oil price, right, of a barrel of oil, given the carbon capture opportunity as well. I see less than a 10% chance I sell the stock for a loss if I buy it at 55 and hold it for 5 years, right? I say a 99% chance I make a ton of money off the dividend alone because keep in mind their debt's almost down to the level they want it at. So that's going to mean they're going to be able to put a ton of more money from their free cash flow basically into dividends and share buybacks as well. And then I would say there's probably about a 70% chance I 2x my money between what the shares could go up over the next 5 years and then all the dividend money I received. I think there's pretty good probability I could 2x or more of my money on on a cyclical stock. That's attractive. That's very very attractive for dividend value play here. Right now, the outlier situation would be once again the outlier situation like how do I make stupid money on Oxy? Like how do I 5x my money or 10x my money on Oxy? If I buy this stock over the next, you know, five, seven years, that would be oil price goes insane. It eclipses all-time highs back from nearly 20 years ago. Now at this point in time it goes over 140 goes 150 goes 170 goes 200 plus right that alone the stock probably you know 3xes to 5xs from here. If you get that simultaneously with carbon capture taking off as well and a lot of excitement coming in behind that then we could be talking about a stock that you know 5xes plus over the next you know five plus years. But that's not really the play. the play is a double up over the next five years, right? And so anyways, this stock really has me intrigued. I think it's a pretty high probability I'll start a position and then build it out over a period of time. It it looks like the great news with usually these sorts of stocks is you don't have to force your way in like a growth stock. When it comes to value dividend plays, you can buy those over a period of time. Growth stocks, I mean, look at Palanteer. Palanteer was, you know, six bucks and then it was $60 like that and it's like, geez, the stock just 10x. Oxytock's not going to just 10x in a year, right? Like if Oxytock ever 10xed, it'd be over multi multi-year to do something like that. And that's questionable, right? If that would ever happen. Growth stocks are a whole different animal. So, you have to buy those aggressively and quickly. Oxy, I could take my time with this one. You know, let's say oil price all a sudden goes insane, stock goes insane, right? oil price eventually dips and comes back down a bit, that's when you can start building back into another position into it. So, you know, time's on my side in regards to this stock. I like it a lot. I don't know if I like it as much as Buffett likes it, but I like it a lot. Okay. All righty. Next one up here. SpaceX. When is this stock going to bottom? What price? Those sorts of things. Okay. So, listen. SpaceX. Oh my gosh. It's a non-stop downtrend with the stock. And there's no signs of bottoming. That's a That's a worst part. We're not even in a downtrending market right now. A matter of fact, the NASDAQ, let me take a peek here. I think the NASDAQ, did the NASDAQ hit an all-time high today or is it still off alltime high? Okay, the NASDAQ is down maybe what 4% 5% from all-time highs. Um, and the NASDAQ's been doing fine recently. And meanwhile, like SpaceX is just getting pummeled, right? The stock just continues to go lower. So, it's at 119, right? no signs of a bottom anytime soon. So, first thing you got to understand is what does SpaceX own? I think people just hear SpaceX and they think it's like, you know, just launching rockets up there and you know those sorts of things, right? So, they own a few different random businesses here. They have their Starlink business. Okay. Now, Starlink's the internet side of the business and that's been taking off and that's actually seen as even bears will call the Starlink business a good business. Okay. Then they own X, which I use a lot for stocks. Some people love it, some people hate it. depends you know I mean for the finance related community it's a great platform to use right but I understand some people get very into politics and they don't like the way Elon Musk has taken the platform all those sorts of things right now additionally they have XAI which is very successful with their Gro product and they continue to build that out as well and I think they got good long-term future in regards to that okay then on top of that they have their big space business right? Launching the big rockets up to outer space. And who knows, maybe they're going to try to do mining someday on asteroids and other planets and all this sort of stuff and build communities on other planets. But that side of the business, like it's it's exciting, but that's not happening anytime soon. And oh, we're going to build data centers in outer space like someday. Someday, but ain't anytime soon. Okay? You know, that's like those Elon Musk promises he puts out there and throws out there. And then you're like, "Okay, yeah, you don't know." And someday, are we going to have data centers in space? Maybe. Are we going to have communities on Mars? Maybe. But anytime soon, man. Not anytime soon. So those businesses are basically kind of like a write off for right now. And when I say right now, I'm talking for the next five plus years. That's a write off. Okay. So if you're buying the stock, it's really around Starlink X and XAI. Like that's what you really got to care about. the whole oh we're gonna build communities in outer space and data centers and all that that's like worry about that in like 2035 worry about that in like 2040 okay for the next five to at least 8 years this is what matters for the business okay so that's important to understand now in terms of revenue revenue ranges all over the place for this company I mean my guess is they're going to bring in 30 something billion dollars of revenue likely this year which gives them a pretty outstanding pe uh price to sales ratio I mean the price to sales ratio for this company on trail 12 month basis is way over 100red that's big that's a big price to sales ratio to to give you reference of how insane the price to sales ratio is think about super high growth companies like Palunteer and AMD right those are super high growth companies Palanteer is at a 61 price to sales ratio on a 12 trilling 12-month basis on a forward basis it's 41 AMD is at 22 trilling 12-month price to sales ratio and a forward basis 16. Okay. Then if we look at Tesla which has an insane valuation on it has a 339 P ratio right Elon Musk the other company on a trillion month price to sales ratio has a 14 Ford's a 13 right so I just wanted to illustrate like what high valuation like high growth companies trade at for price to sales ratios and that's why SpaceX is so out of this world for lack of a better term right in regards to that valuation. Okay. So, no one's going to get excited about SpaceX. There's no one there to save SpaceX anytime soon in terms of like, oh, this is at such an attractive valuation. I got to get in. There's there's there's no saving it, unfortunately. And, you know, they even got exciting news recently about the Pentagon might do something. The US government might do something. It just I just watched the stock reaction. There was no reaction. It just kept going lower. This happened last week. And I was like, so there's no magic person to save SpaceX stock anytime soon. There's no there's no valuation play there. The company trades at insane price to sales ratios. The company's not going to be profitable anytime soon. The outer space stuff is so far out there, it's not even funny in regards to being any sort of meaningful business. So you're just looking, you're like, what do you got here? Right? You got a stock that's ultimately going a lot lot lower, right? So the next issue you have with the stock is you got lockups coming, right? And so this is always an issue for companies that go IPO, but it's going to be a bigger issue for SpaceX cuz you got a lot of people that made a lot of money on the stock and would be happy to sell this even at a $1.5 trillion valuation, even at a trillion dollar valuation because they probably bought in when the company had a $50 billion valuation or hundred billion valuation. So they look like, oh my gosh, if I can get $1.2 trillion valuation on my shares, this is a deal, right? So these are the ones to worry about here. So they got an early August lock up that's coming 2026 here. The first major block up to 20% or roughly 911 million insider shares unlocked two trading days after SpaceX's Q2 earnings report. Then they got a late August through October 2026 rolling tunches of about 7% unlock at regular calendar milestones every few weeks. Gh. Then you got this one, late October, November 2026. Roughly 28% of locked shares unlock following Q3 2026 earnings release. So that's all these people, all these funds that aren't allowed to sell right now are basically going to be allowed to sell um over this next 3 months. It's brutal. It's brutal. It's going to be an unlimited supply of selling that's going to enter the market over the next 3 months. I mean, just ridiculous, right? Then you have these other ones. These ones I'm not as worried about. These are the main ones you got to be concerned about really this next 3 months worth of lockups happening here. But you also have December 8th, 2026, the standard 180day uh lockup completely expires, freeing any remaining general preIPO shares. And then next summer, June 12th, 2027, CEO Elon Musk controlling stake in remaining executive shares unlocked after a strict 366 day lock up period. Okay, but those ones I'm not as worried about. I you know could Elon Musk dumped a ton of SpaceX stock on the market? He could. I don't think he's gonna because like why would he? Like I you know it's always possible but I I don't see that coming. Right. So that's ugly. I I don't know another way to put it. That's bad bad bad. When you go to stock this week I mean it was down what 45% from the highs now. It's down 45% from the highs. Is showing no signs of bottoming. No signs of bottoming. And you got the big lockups all coming over the next several months. Oh, that's brutal. And and the issue with the lockups is one is the obvious people. There's going to be a certain percentage of these insiders that are going to sell, the ones that were in preo. That's obvious one, right? Puts a bunch more selling pressure on the stock. But then there's the other part of this and it's the fear. The fear about all the selling that's going to be coming over the next 3 months and that leads to stock lower as well. Brutal. I this is a brutal thing to go through. You know, if you're somebody that bought the stock and you gambled on it, right now so here's my opinion on SpaceX stock. Okay. It's going to be a disaster for a while, right? Kind of like my sideyard backyard right now. It's a big disaster. Looks like I got bombed, right? I mean, just it's a disaster zone. This SpaceX stock. Okay. No, the earliest bottom the earliest I can see the stock bottoming is Q4 2026. That's best case scenario. Okay. Like even that is a stretch. That's best case scenario. A bottom Q4 2026. Okay. The realistic I think bottom is probably Q1 or Q2 2027 at some point in time, right? You get a bottom somewhere in there for the stock, but ultimately I believe the stock is going under $75. Now, am I going to go place a bet that SpaceX stock is going to go under $75? Absolutely. Flipping flapjack and not. I have no interest in that. There's a million opportunities in the market that I would love to play from the long side. I don't need to bet the SpaceX stock is going down to certain price by a certain date. I believe the stock's going under 75 before it bottoms, but that doesn't mean I got to go place a bet that the stock's going to bottom, you know, anywhere around there. And worst case scenario, it goes to 45. I think that's worst case scenario. Could I see it going under 45? No. All things are possible though, but that's worst case scenario is 45 somewhere in there roughly. Um, realistically it probably goes somewhere 55 to to this, you know, 7250 somewhere in there roughly and it finds a bottom, right? So once again, I'm have no interest in placing a bet on it. Who knows? You never know. Like people get all excited. They're going to build a data center in outer space or something. you know, Elon Mus and everybody buys in, but I'm just like, it's an ugly situation. And it's hard not to see that stock going down a lot more. A lot more. I mean, a lot more. Now, this takes me to the last subject I want to cover here today, right? You know, with the SpaceX situation, oh my gosh, so many people started buying that stock right after it went IPO, right? in the day after and the several days after and thinking, you know, almost all of them that were buying were trying to play from a short-term play, like, oh, it's going to go up a bunch over the next few months. Elon Musk company, it's, you know, it's going to go to $10 trillion valuation, blah, blah, blah. And so, I know a lot of people that don't even invest in the stock market that played it from like a gambling angle of like, I never buy stocks, but I'm going buy 10 shares of SpaceX cuz it's going to go up, blah, blah, blah. And I'm like, dude, you know, you could just stay focused on long-term and do make so much money in this game. Like, why do people got to do this? You know, why they got to do this? Like, if they just put that energy and attention into actually learning how to invest in stocks and how to value companies and how to build a great portfolio, they'd be shocked at what they could achieve over 5, 10, 15 years in the stock market. Like, look at, you know, what I've been fortunate to achieve coming from where I came from. My first investments were a few hundred bucks, right? And now you see the big portfolios. You guys don't even see my private portfolios. I mean, like, think about that. And the amount of people in the private group over time that I've seen like, you know, join the group and, you know, they got like an 80k portfolio and like a few years later they're at like, you know, a $600,000 portfolio and they join and they got a $700,000 portfolio and then a few years later they're at like 2.2 million. It's unbelievable. And I'm like, man, if people just knew that like you can do a lot of research, build out a great overall portfolio, consistently invest in the market. I'm like, they'd be shocked at what they could achieve. And like if they just put that time and attention into that instead of gambling, just throwing uh SpaceX might go up for the next two months because they just went IPO. I'm like, gosh, the amount of money they can make over the long term is just astonishing. and they're trying to worried about trying to make 50 bucks, 100 bucks. I'm like, just I live in Vegas. I'm like, just go down to the the strip if you're going to trying to make make a hundred bucks. Like, dude, just go I don't know, put 100 on black on roulette or something like that at that point in time. Like, come on, man. What are we talking about here? So, you know, stay focused on long term. Don't get into all these short-term games all these other people play because short-term games make short-term money. And you know what short-term money is? It ain't no money. It's a small stack. You want the big stack, you want the small stack. Okay, focus on long-term. Ladies and gentlemen, I hope you enjoyed today's video. I appreciate you for joining me. Once again, the private group is back open to accepting new member applications as of right now. That will be the pinned comment down there so you can take your knowledge up to a much higher level and take this much more serious. Access to all my course curriculums, access to my prep Discord chat, see the moves I'm making in my portfolios, get access to thousandx.com, all that good stuff. Okay, that will be pinned comment. Much love and have a great