This 1 Stock will SOAR now‼️

Hey, listen ladies and gentlemen. Uh, my voice is not quite up to par here today. So, I'm going to have to talk quieter than I usually do. So, if that means you have to turn up your uh computer, your TV, your headphones a little bit, I apologize in advance. Okay. New alltime high in the history of the public account here today. Congratulations to everybody out there. Hitting all-time highs. Uh, almost $4.8 million public account. Like, look at how bumpy of a ride it's been over the past few years or so, right? you know, from about 1.5 million range if we go back three years ago and it has been a lot of ups and a lot of downs, but overall we know the trend, right? But it's a bumpy ride and that's something you got to understand about this game, right? We have some stocks that are really hot. Like why is this public account keep moving up? We got a lot of hot stocks right now that are just in the past few months are just tearing it up, right? Honest is one. Honest up to 572. That one was up another $8,600 here today on a small position sizing for Honest, right? Cheesecake Factory. That one's red hot. Up another $6,000 in that one here today. Now up 242,000 in the public account. That does not include all the dividends received in that stock over time. Palanteer is redot. 17750. I mean, what a hot stock. That one's up almost 5,000 here today. Elf on a Shelf is so hot right now. Oh my gosh. Almost 107 today. Up another almost $2,000. Said Louder. Say it louder for the people in the back. I can't because my voice is messed up today. But uh Estee Lauder. Oh my gosh. Like look at how hot the stock is. I mean off $64,000 on this one on the public account. It's a race between ELF and EL on who can get to 141st this year, right? Uh CRM, this stock was cold as ice. You go back 2 3 months ago, we were down huge on sales force, like huge like tens of thousands of dollars, right? Massive losses. And uh now this stock is also like one of the hottest stocks in the entire market, right? And after hours up another 12 plus percent. So big upward move there. Meanwhile, you have Nvidia coming out with earnings and you know, as far as the beats, everybody knows they come in with the beats and beats and beats and people are like looking at the stock price and it's just like Nvidia longs were in depression. Now the stock's up a few% after hours, but at first, man, it's just like, oh my gosh, like can the stock ever go up, right? It's just a little frustrating because the numbers just come in. They're just great, great, great. Uh, this is going to be something very interesting I have to show you in regards to Nvidia's financials here today. Okay. All righty, ladies and gentlemen. Three core subject we're running into. Palanteer investors, I got some news for you, okay? Or people that are interested in Palanteer, I got a little lesson for you in regards to that as well. Number two, Salesforce. We're talk about how high the stock is going to go from here, okay? There's huge news, like gamechanging, like fundamental changing news that just happened in regards to Salesforce. We'll talk about what that is. Talk about how high that stock is going to go from here. Also talk about what it means for Service Now. I know there's a lot of people own Service Now stock as well. And the third third subject we'll get into is Nvidia. what is, you know, we'll go through the Nvidia numbers. I I got something very important I have to show you in regards to Nvidia's income statement. Okay, we'll talk about what this means for AMD moving forward and what this means for the market in general moving forward. Okay, I hope you guys enjoyed today's video. I appreciate you joining me as always. If you haven't already done so, just please smash that like button for me. I'm doing this video when my voice just isn't quite right. It uh hurts today. So, uh yeah, I appreciate it. All I need is a thumbs up and make sure you're subscribed here to the channel. Okay, listen. And today you really need to listen cuz I can't talk that loud. Okay, listen. Palunteer is insane. Okay, this is from the June lows. This is a two-month chart. So, this is where the stock was two months ago versus today. It's up 65%. I mean, that's insane. You know, think about that for a moment. 65% move two months, right? 65% is usually what you hope to make an index fund over a four to six year period, right? And it just gave you that in two months. Incredible in regards to move for Palanteer, right? So what's going on here in regards to Palanteer? Well, Palanteer and focus as William Blair sees Maven surging toward billion dollar annual recurring revenue. That's ARR. Palanteer Maven artificial intelligence platform is surging toward generating at least $1 billion dollar in annual recurring revenue. Investment firm William Blair said on Wednesday, "Our government dotted line tracker in media reports suggests that the Pentagon continues to go allin on Palunteer's Maven Smart System." William Blair analyst uh wrote in a note to clients, "Our tracker indicates that the Maven Smart System is by far Palunteer's largest overall contract and the Department of War program is trending toward a billion dollar annual revenue uh run rate across numerous contracts. All signs point to continued strong growth over the next nine months as the Maven smart system is expected to achieve a program of record PO status. So they put Palanteer to an outperform rating here, right? Talked about several media outlets have reported that the Pentagon is looking to boost funding for Palunteer by $244 million between now and March 2027. So, I mean, first off, this is really good news for Palunteer, right? I mean, the fact that the government um is continuing to go all in on this, very, very good news, and it's likely going to be continued good news for the short term. Right now, keep in mind, in the future, different administrations are going to get in office, different politicians are going to get in office. Contracts could change over the next 5, 10, 15, 20 years. So, it's something to keep in mind here. But I mean, usually once you sign up for Palanteer and you start really using it in a major way, it's hard to leave it. And I think that's generally true for a lot of SAS related stuff, right, and a lot of software. But I mean, it's just hard to see like the Department of War, let's say, using and relying on Palunteer heavily, right? And then saying, you know, three years from now, oh, we're just not going to use Palanteer anymore. like it all things are possible but that's pretty unrealistic right now could growth rates slow way in the future that's very possible right so maybe the government spending you know incredible amounts to Palunteer right now but could that slow down two or three or four years from now sure that that could slow down so that's just something to keep in mind but the moral of the story is here it's bullish news for Palunteer right and for us bulls it's just more conviction in kind of what's going on here. Okay, but I got to be honest with you guys. Okay, here's the issue. You want an issue? I'll give you an issue. You're going to need a tissue. Okay, listen. Look at that. Palanteer's market cap is for $426 billion. So, it's like, oh, it's so exciting. You know, the Maven the Maven artificial intelligence platform surging toward billion dollar annual recurring revenue. That's great, but it's just it's the market cap's so big. We need this to scale to10 billion annual recurring revenue like you know $50 billion $20 billion right like to to really have a substantial impact on the market capitalization of the company right because then you could talk about throwing off several billion dollars a year in just profits from that right and then you can talk about kind of a valuation rerating but right now I mean it's just it's a very small side of the business compared to how large the market cap is and that's the issue You know, if you bought Palunteer a few years ago, you've made 2,000% on it, easy, right? The issue we have here is the stock has gone up so much it priced in a lot, right? And so if we look at something like this, right? Palanteer Ford P's over 100. Two-year Ford Ps 57, right? That's issue. you're going to have revenue growth that have, you know, very shortly here will start to decelerate rate, the growth rate, right? So that means there's still going to be growing revenues at a rapid clip, but it's going to be a little less as a percent. A little less, a little less, a little less, right? And it's a whole cycle you have to go through. And you know, when you're already trading at 100 plus for M&P, you're up there. And that's the issue you have with Palunteer. So, let me show you my projections here because I need to illustrate this point bigger so everybody can really wrap their heads around this. Okay, here are my Palanteer projections over the next several years. Okay, so I have in my bold case, I have Palanteer growing revenue 40% in 2027, 30% 2028, 25% 2029, and then 20% in 2030. And then under a bull assumption, I think they could be around that 20 that high teens to low 20s growth rate for several years into the 2030s essentially. Okay. And then net income growth. They have them doing 50% net income growth in 27, 40% in 28. So significantly above what you know what their revenue is coming in at. 35% here, 30% here. Right? And so under this scenario, you're going to get a P ratio rerating as the growth rates slow over the next, you know, four to five years, right? And so you used to be able to pay 100, 150, 200 PE ratio, but when the growth rates start to go down and down when it comes to, you know, the rate of growth, you're going to be willing to pay less for that company, right? And so the interesting scenario here is even under this bull assumption, right? I get them at a 35 to 40 PE come 2030, right? Which is very rich compared to the market in general, but I still think Palanteer can be growing at a much faster clip than an average stock in the stock market, right? So, I think it's priced appropriately here. There's just not a good ROI on Palunteer. You're talking about the stocks in the low 200 than 2030 under this scenario, right? Base case, a base case for Palanteer, 35% growth next year, then down to 25%, then 20% 15%, right? 45% net income growth, 35% net income growth, 30% 25%. Right? And then I have them at a 30 to 35 PE come 2030. So, you know, in this scenario, basically there's no return for Palanteer or slightly negative return, right? And so, you don't even want to see the bare case. The bare case is ugly, right? The bare case is huge losses over the next several years, right? And that's still with great growth rates, right? So you're if you're betting on Palanteer stock, you're really counting that the growth is going to be insane for super long into the future. And when I say insane, you know, listen, 40 and 30 and 25 and 20% growth rates are amazing. That is phenomenal. But you really need Palunteer to be growing consistently at, you know, 40, 50% revenue a year, year in and year out for the next four or five years to really make big money on this stock. And you need minimum 30 to 35% on average to just do decent. And and that's the thing you got to understand about a stock like Palanteer. And this is the issue with the stock market. People don't know how to properly value things in the stock market. And it's it's fascinating because if you look at like real estate, in real estate, somebody wouldn't just look at homes in a $400,000 neighborhood, right? And say that house is worth $2 million, right? and and people wouldn't go into a neighborhood that the homes sell for 5 to 10 million and say that house is worth 50 million, right? Because you you understand how to like price things, but in the stock market all the time, people don't understand how to accurately price things. It's something I've continuously seen over my 18 years in the stock market. It ends up costing them fortunes of money. They miss out on the greatest opportunities that ever existed and then they get into these stocks at very bad prices and they end up with dead money situations or down money for four, five, six, seven years. They're like, "What happened?" You know, and it's like if you knew how to properly value things, you would see these opportunities. And so, think about this for a moment, right? People hated Palanteer $7 back in 2022. They refused to touch it. The stock went down to the high fives. I think it was like $5.98 or something a share at the very lows. Think about that. People were still selling Palunteer at $5 and $6 a share. Think about that for a moment, right? And that's just a few years ago. Like 2022 wasn't that long ago, right? And then last year comes and people are just jumping over themselves to pay $200 a share for Palanteer. The only reason that happens because people don't know how to properly value. I when I was buying Palanteer at seven bucks, right? And we made life-changing money on that. I mean, that was one of those stocks it was like, oh my gosh, like if growth rates just accelerate to where we think they're going to accelerate, the stock's a 2x to 4x opportunity over the next few years, right? And then it was like, if growth rates kind of go to this place, we're going to get like a 10x on the stock and it's going to go from 7 to 70, right? And then it was like, well, if this scenario happens, we're going 100 plus. And the best case scenario happened and we went 100 plus, went all the way up to 200, right? And so you got to understand where there's a lot of money up for grabs in this game, guys. There's a lot of freaking money, man. We're talking Ferraris. We're talking the big homes. We're talking the vacations. We're talking the life on your own terms. We're talking retiring early. We're talking living wherever you want to live, right? It's a lot of money up for grabs. I don't know anywhere else where there's more money up for grabs in the stock market. But you got to know how to value these companies because that can be the difference between you running into Palanteer last year at 200 or you buying in 2022 at seven bucks, right? Is a big big difference. Like one is like you hope to maybe make money over the next few years and you need everything to go perfect. And the other is like we got this in the bag. We're going to make gamechanging money, right? And I teach you guys all this stuff inside my private group how to accurately value companies so you can like know and be confident when you go to run your numbers like, "Oh, this is a good deal I'm getting on a stock. This is a bad deal, right? Cuz this is something I continuously see." So that'll be the pinned comment down there. Quit gambling money in the stock market and let's start making confident decisions out there and I'll teach you everything I can possibly teach you in there. Okay, that will be pinned comment down there. Let's get you up to the highest level possible. Okay, next up here, let's talk Salesforce. Let's talk about how high this is going to go. Let's talk about what this means for Service Now stock and those sorts of things. Okay, listen. Salesforce and Service Now are two of the best deals I found in the stock market. Um, you know, really at the end of last year into the beginning of this year, right? And I added shares aggressively of these two stocks over the past six to nine months, right? And you know, if you've been watching the channel, how aggressively I've been adding because I talked about these stocks countless times, especially back in the springtime. I think I was talking about these stocks the most. Oh my gosh. Right. I think people got sick of me talking about Salesforce and Service Now after a while. But hey, that's just what it is. Like if there's a stock that I think is a great opportunity, you're going to hear me talk about a lot lot lot. Right? And then, you know, a couple months ago was ELF and it was Celsius, right? And uh so it's just going to be different stocks at different times wherever I see the best opportunities, right? But Salesforce now about $10,000 gain. That doesn't account for what we're up at after hours, right? And then Service Now is now about $32,000 for us. And so, you know, the death of these two stocks is has been greatly exaggerated. I understand AI is disruptive, right? In some companies, in some services are being totally disruptive and they're going to have a tough time over the next 5, 10, 15 years, right? But that is not everybody. There's certain companies that are positioning their businesses to thrive over the next 5, 10, 15 years. And two of those companies I've identified as they're not dead and they've got an incredible opportunity to grow their businesses exponentially over the next 5, 10, 15 years are Service Now and Salesforce. Where these companies are 40 years from now, your guess is as good as mine. And I honestly don't care. I think there's a lot of money to be made now in these stocks and over the next few years. And so I'm looking out over the next 5, 10 years, I'm like, "Oh my gosh, I see how Salesforce and Service Now could grow their business massively, right?" And so just needs to be said there. If we look at this move after hours here for Salesforce based on the public account position of 1,65 shares, we're we're up 27,000 plus dollars just in the after hours move, right? And that's a fun of building your portfolio up and getting to bigger and bigger numbers, right? You have a stock like that and you hit it, it's $27,000. Remember I told you guys there's big money up for grabs in this game. It's big freaking money. That's $27,000 in like 20 minutes. You know what I mean? Like that's crazy. Crazy, right? Okay. So, what happened here with Salesforce numbers? Okay, listen. He was a C-grade in and so Salesforce has some issues. Uh revenue is up 11%. That's fine. The issue here is total cost of revenue up 18%. That's way outstripping revenue. So, gross profit was only up 9%. Not good. R&D was up 14%. That outstripped gross profit and revenue. Sales and marketing up 12%. that outstripped gross profit and revenue, right? GNA, they did bring that down, but that's a small line item for the company. So, they brought it down 1%, but it doesn't really matter. Total operating expenses up 12%. For the company versus gross profit up 9%, revenue up 11%. You don't want to see that, right? However, they had this gain on strategic investments that was huge, 2.6 billion, net income was up 87%, diluted EPS up 119%. But so much of that was really because of this uh one-off gain here, right? And so it's not a great report from Salesforce. It's very meh, right? It's like, okay, yeah, the oneoff is great and how that boosted the net income and EPS. Cool. Revenue 11%. Cool. But they got an expense problem at Salesforce and then GNA bringing that down. Cool. But it's just an average report because they have so many line items of expenses that were just really too high, right? And inside the Discord chat in the private group, right? You can uh you know just search because I grade all these income statements all the time, massive amounts of them. You can just search like Salesforce and then look at the previous grade I gave Salesforce, right? Which the previous was 3 months ago. And the issue is here the expense problem at Salesforce has gotten worse, right? The expense problem's gotten worse. Total cost of revenues was up 13% here, right? And now it's up to 18%. So that's just something to kind of keep in mind there. Total operating expense is up 11% here, but here total operating expenses up 12%. So the expense problem at Salesforce is getting worse in the short term, but but listen, the grim raper has been coming for Salesforce, not because of short-term fears around profit shrink. Everybody's worried about Salesforce because they worry that this company is going to face a slow revenue death, right? where revenue goes from 15% down to 10% down to 5% down to flat down to negatives right and so that's been the worry with Salesforce and that's where the concern is right but the reason the stock is up huge is because Salesforce just basically alleviated all those worries around the company's revenue is going to slowly die here okay listen if you this is a big metric for Salesforce it's a new metric u you know what anybody's been used to, but it's a big metric. An agentic work unit, AWU they call them, right? An agentic work unit is one discrete task accomplished by an AI agent, decisions made, records updated, workflows triggered, and more. And so they had 97% growth quarteron quarter when it comes to this, right? And so this is something you look at and people say, okay, like Salesforce is growing into becoming an AI giant, right? when it comes to SAS space those by the way operating cash flow 1.3 billion free cash flow 1.1 billion very healthy numbers there right additionally they had guidance that was a couple hundred million ahead of where analysts are were expecting which is not like knock your socks off great but for a beaten down stock like Salesforce it just matters that it's better than expected not worse than expected right and so that's something to be positive about as well but then the biggest thing is right here. Look at this. Salesforce and Anthropic announced Cloud Force. The number one AI meets the number one CRM. Listen, the one company you want to partner with right now is Anthropic. They're the hottest thing in business. The hottest thing. They're the one company you've got to partner with, right? And this is big time. Expanded partnership brings cloud uh claude's reasoning together with data workflows, business logic, actions and governance of the Salesforce platform to power trusted enterprise action directly in Claude. Salesforce and anthropic are announcing Cloud Force, an expanded strategic partnership bringing Claude's intelligence and reasoning together with Salesforce trusted enterprise harness to make its data workflows, business logic and actions and governance securely accessible to power agentic experiences whatever wherever work happens. The cloud the Claude Force uh partnership launches with Salesforce in Claude, a plug-in with 37 pre-built sales skills that enable sellers and agents to reason over live revenue context, automate pipeline updates, and take govern action right from Claude with the power of Salesforce directly where sellers work. The company's plan to introduce more integrations ac across claude, Salesforce and Slack, expanding each of the company's use of others technologies. Right? So the moral of the story is here, ladies and gentlemen, is listen this is huge. This is huge. Okay? Claude is taking off like insane right now. The amount of business professionals that were not using Claude a year ago and now are using Claude on an everyday basis is is insane. And even people I know personally like they've now started to use Claude as like their main AI and uh it's like their thing now at this point in time, right? And so this is the partner you want. This is expands Salesforce's TAM long term in a substantial way. And it's it's hard to quantify and and put a number on it right now, right? And say this is a billion dollar potential long-term, 10 billion, 100 billion, 200 billion. All you know at this moment is this is a big moment for Salesforce. A very big moment. And this is something that could propel growth for years and decades to go in the future. And additionally, I think it actually gives them more I think it gives them a little more protection uh than if Anthropic was going straight at Salesforce just from a competitive standpoint, right? And so the moral of the story is here this is really big, really really big for Salesforce and that's why the stock is up double digit percentage after hours right now. Also, what does this mean for Service Now? Before we talk about where Salesforce stock is going for the remainder of this year, in my opinion, and where Salesforce is going over the next several years, listen, for Service Now, I don't think this is a bad thing. You know, you might look at something like this and it might scare you. You might be like, "Oh my gosh, like you know, Salesforce is going to win and Service Now is going to lose." Those companies compete differently. uh you know when we're talking about service now it's much more of the guts of a company it's much more of you know IT department heavy it's much more like communicating between this department and this department it's other things inside an organization as well but Salesforce their bread and butter is sales that's why they call them Salesforce right and so you just got to understand that they do compete against each other in several different areas but Uh I think if anything service now is going to continue to partner with big players in the space maybe Anthropic maybe others and uh with their products and give themselves good protection as well and I think Bill McDermott leading that company is phenomenal uh benny off should never be bet against. If if there's one thing people should learn over the past 20 plus years of the stock market, don't bet against Mark Benny off. That man always has it figured out, man. He he's he's he's the salesman of salesmen. And so, you know, a lot of time people try to doubt Benny off and it's this isn't the first rodeo. They've tried to doubt him so many times over the years and every time they come up empty-handed. And so, don't bet against Benny off. He always finds a way, right? Where's Salesforce exit this year and where's the stock over the next several years? Here's my opinion. I believe CRM Salesforce exit 2026 245 to 275. I think the stock continues to see overall momentum between now and the end of the year, right? I think the stock exits 2029 as a $400 plus dollar stock. So, I think this is still a double up opportunity from here essentially just be just, you know, between now and 2030 essentially, right? And so, am I going to be cashing my Salesforce stock tomorrow? No thank you. No thank you. Okay, that's Salesforce. Okay, next up here, let's talk Nvidia. Let's talk about what this means for AMD. Let's talk about what this means for the market in general moving forward. Hope you guys are enjoying this. My voice is not not enjoying this. Let me just say that. Okay. Uh so should we expect anything less? No, of course not. I told you guys numbers are going to be bangers. I told you the guide is going to be likely several billion dollars ahead of where analysts are at. This is this should come as no surprise. A++ grade income statement here, right? Revenue is up 106%. Cost of revenue up 87%. Gross profit up 113% there. R&D was up 64%. Uh SGNA was up 21%. That's way smaller numbers in revenue or gross profit. So you're in the winner winner chicken dinner. Uh total operating expense up 55%. There's nothing compared to 113% profit growth, right? Operating income up 124%. They had other income up 181%. Net income up 126%. Dude EPS up 128%. Now, there is one thing to be worried about here. Okay, remember I told you guys in the Discord chat inside income statements, you can type in, you know, whatever stock that I've graded income statements on in the past and pull them up, right? This is why that feature is key because look it pull up what I graded income statement of Nvidia last year or last year, last uh last quarter, right? A++ grade. But look at the difference here. Here the cost of revenue is up 18%. Here the cost of revenue is now up 87%. So the revenue growth is like okay this is great revenue growth is much stronger than it was right it was 85% last quarter this quarter was 106%. Woo but the percentage growth on cost of revenue going up is so much larger that that has to be like factored in and considered here. And um and so definitely something worth looking at. Definitely something worth looking at. Right. uh gross profit of 113% still very good. Uh but my only worry within with Nvidia here on the financial front is I do worry if in the next few quarters eventually cost of revenue is going to start going up at a faster clip than revenue. It's a potential. It's certainly not a guarantee, but it's a potential that this could end up starting to grow faster than revenue. Right now, keep in mind it's a much smaller line item. So, the gross profit growth would still be phenomenal. But, you know, it's one of those things you don't want to really see out there in regards to Nvidia. Right now, Nvidia stocks up about 4%. Right? And you might say, how does Nvidia make any dang sense, right? I mean, the growth rates are insane. I mean, you know, they guided great, the guidance was great, right? You look at these numbers like, oh my gosh, like 106% revenue growth, 113% gross profit growth, 128% EPS growth. You would think a company like that would be trading at a forward P of 60, 90, 120, right? But there's Nvidia trading at a forward P of probably 17 somewhere in their ballpark, right? It's like how how does that make sense? Listen, there's a massive amount of circular financing going on right now where Nvidia lends money to this company and then that company spends money right back on Nvidia on its chips, right? There's a ton of that sort of stuff going on right now, right? We know every single hyperscaler, big tech company, whatever you want to call them from Meta, Tesla, you know, just go through the whole list them. Google, uh, Amazon, Microsoft, OpenAI, Anthropic, they're just spending every single dollar they possibly can on Nvidia chips right now, right? That's not likely sustainable over the long term, right? And so what happens when a slowdown happens? margins compress substantially which then plummets net income plummets earnings per share. And so that's a cycle we're going to have to go through. It's not a cycle right now, but once you get to 2027, it's that much closer, right? And so that's why people aren't willing to cuz you know even on CNBC today, you know, the Wall Streeters are talking like how are people not willing to pay up for Nvidia? It's like because they understand that no one wants to be left holding the bag in this situation, right? And Nvidia's margins are not sustainable over the long term. Are they sustainable, you know, for the next 12 months? Probably. Probably. Are they sustainable over the next, you know, three, you know, four years? No, not in my opinion. And so that's something that has to be factored in here. And that's why you're not getting people to run out there and say, "Oh my gosh, I got to buy every Nvidia share I can right now, right? That's what's going on here." Now, what does it mean for the um the market, right? And what does it mean for AMD? Well, first off, understand Nvidia is a huge weight. 7 and a half% weight for the S&P 500, right? Uh so the moral of the story is here, and it's even a much bigger weight in the cues for the stock market itself. It's good news. I would say it's good news, right? Um that Nvidia stock is moving up. It could push semiconductor stocks in general up. Those sorts of things. What does it mean for AMD? AMD. >> It's hard to do. Uh it's a neutral to slight positive. The biggest thing in regards to these numbers for AMD is you just couldn't hear anything like, "Oh, everybody's going to stop spending." If everybody's going to stop spending like Meta and Google and Amazon, all those companies, okay, we're screwed, right? But that's not the situation. They're spending, you know, every dollar they got coming in right back out on on chips right now. And that's going to be like that for the next two years, maybe three years, right? Uh AMD is in it own competitive position because they're going to be stealing market share from Nvidia, especially in 2027, 2028. And so AMD is a really particularly good situation, right? Uh Nvidia is going to go through a period where their revenue growth is going to be really lame next year in 2027. Like really lame. Like I don't think people are quite factored in how lame Nvidia's revenue growth is going to be next year. So you look at the semiconductor complex and it's like where you get the big growth next year. It's one stock you get the big growth from next year. AMD D. If you want to own a semiconductor stock and you want it to be the big growth in 2027, it's AMD and it's nothing else. It's AMD. They're going to be the ones that have their crazy numbers next year, right? Nvidia numbers are going to be lame next year. The memory companies numbers are going to seem really lame compared to how much they went up this year, right? They're still going to grow likely in 27, but it's going to look like nothing compared to this year. And Nvidia is going to be battling it out for probably 15% revenue growth next year, right? Maybe 20%. Uh, if they're lucky and you know, everybody's gotten used to 100% plus revenue growth for Nvidia. So then all a sudden you come in with maybe 20% revenue growth. People are like gh, right? And so but the overall thing is the stock market can be fine, right? You're going to get some excitement coming in SAS. You got Nvidia numbers out here. People are continuing to spend. That is what it is, right? But the moral of the story is here whether Nvidia had come in and beat these numbers, missed these numbers, if they beat by four billion instead of three billion or you know all that stuff, focus on the long term here, ladies and gentlemen. You know, you got an incredible opportunity to build your wealth over the next 5, 10, 15, 20 years, right? So, just focus on the long term. Make sure you're investing consistently in the market. Continue to build your positions in great companies and uh you'd be shocked at what you could achieve. you know, this portfolio, we got this rolling in 2018 and to be thinking like we're flirting, we're going five million, you know, look at the Patreon portfolio. We started, that's just a couple years ago with super modest amounts. Like the first year I started the Patreon portfolio was $150 a week and then I bumped it to $ 250 starting in the uh second year, right? And the Patreon portfolio will hit $100,000 uh likely in the next I would say probably 6 to9 months. best case scenario like three months, but probably realistically in the next six to nine months. That's crazy, man. Crazy. And so, let's take this stuff serious. If you're ready to join the private group and become the best investor you possibly can, there will be the pinned comment down there today. Fill out an application. We'll see if we can get you access in there maybe in the next um few days. All righty, guys. Much love as always. Talk soon and have a great