6 stocks YOU MUST BUY NOW‼️or regret it forever…
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Status
Analyzed
Solicitado Em
May 15, 2026 at 06:00 AM
Desempenho Geral
+10,97%
Recomendações
CELH
BUY
"I'm banging my hand on the table. It's a buy."
Contexto: ...Celsius over the next four or five years buys new growing brands... incredible opportunity obviously with Celsius, right? I love that stock. And, uh, I'm banging my hand on the table. It's a buy.
Preço na data de publicação: $29,01
Preço de fechamento do último dia: $30,60
(Jul 11, 2026)
Lucro/Perda:
+$1,59
(+5,48%)
CELH
BUY
"So anywhere remotely around here, the stock's a huge buy."
Contexto: ...All I know is 24 is a joke price for the stock. 29 is a joke price for the stock and 34 is a joke price for the stock. So anywhere remotely around here, the stock's a huge buy.
Preço na data de publicação: $29,01
Preço de fechamento do último dia: $30,60
(Jul 11, 2026)
Lucro/Perda:
+$1,59
(+5,48%)
CELH
BUY
"It's a load the boat under 30 in my personal opinion, but it's a buy heavy under 40 and still a buy even all the way up to 50"
Contexto: ...It's a load the boat under 30 in my personal opinion, but it's a buy heavy under 40 and still a buy even all the way up to 50...
Preço na data de publicação: $29,01
Preço de fechamento do último dia: $30,60
(Jul 11, 2026)
Lucro/Perda:
+$1,59
(+5,48%)
CELH
BUY
"I'm buying this stock in pretty much just about every single portfolio I can, including the Patreon portfolio. I'm buying. I'm buying. I'm buying."
Contexto: ...I need more shares in the public account. I'm buying this stock in pretty much just about every single portfolio I can, including the Patreon portfolio. I'm buying. I'm buying. I'm buying.
Preço na data de publicação: $29,01
Preço de fechamento do último dia: $30,60
(Jul 11, 2026)
Lucro/Perda:
+$1,59
(+5,48%)
AMZN
BUY
"Amazon is always a buy."
Contexto: ...Amazon is always a buy. It was a buy yesterday. It was a buy a month ago... It's always a buy.
Preço na data de publicação: $267,22
Preço de fechamento do último dia: $245,34
(Jul 11, 2026)
Lucro/Perda:
$-21,88
(-8,19%)
AMZN
BUY
"It's always a buy."
Contexto: ...It's a buy today. It's buy tomorrow. It's a buy the next month. It's buy next year. It's always a buy.
Preço na data de publicação: $267,22
Preço de fechamento do último dia: $245,34
(Jul 11, 2026)
Lucro/Perda:
$-21,88
(-8,19%)
META
BUY
"that's just an easy one to just buy."
Contexto: ...So, that's just an easy one to just buy. Have patience with you.
Preço na data de publicação: $618,43
Preço de fechamento do último dia: $669,21
(Jul 11, 2026)
Lucro/Perda:
+$50,78
(+8,21%)
META
BUY
"That's a stock you buy."
Contexto: ...Just have patience with it. That's a stock you buy. you throw in the filing cabinet like Amazon and you just hold...
Preço na data de publicação: $618,43
Preço de fechamento do último dia: $669,21
(Jul 11, 2026)
Lucro/Perda:
+$50,78
(+8,21%)
ELF
BUY
"a stock I'm buying aggressively right now and recently"
Contexto: ...and I own a ton of shares of ELF in my other portfolios, a stock I'm buying aggressively right now and recently, right? And so I mean this is just a huge buy.
Preço na data de publicação: $55,47
Preço de fechamento do último dia: $76,75
(Jul 11, 2026)
Lucro/Perda:
+$21,28
(+38,36%)
ELF
BUY
"this is just a huge buy."
Contexto: ...And so I mean this is just a huge buy. ... Elf Beauty slapping my hand on the table. It's a buy.
Preço na data de publicação: $55,47
Preço de fechamento do último dia: $76,75
(Jul 11, 2026)
Lucro/Perda:
+$21,28
(+38,36%)
ELF
BUY
"It's a buy."
Contexto: ...Be flipping my flapjacks, man. Elf Beauty slapping my hand on the table. It's a buy.
Preço na data de publicação: $55,47
Preço de fechamento do último dia: $76,75
(Jul 11, 2026)
Lucro/Perda:
+$21,28
(+38,36%)
Transcrição Completa
Everybody, get your flapjacks ready. We got some flipping incoming. Oh boy, huge moves coming on certain stocks. We're going to discuss that here today. And when I say huge, I am talking about monumental moves uh coming for a lot of stocks. We'll get into that in this video. Public account closing over $4 million here today. I want everybody to just take a moment here. I want you to reflect on how far you've come over the past few years. Be thankful for where you're at. Be proud of yourself. cuz I don't care if you got a $5,000 portfolio or a $50 million portfolio. I'm sure you've come a lot long way the last few years. I'm sure you learned a lot and I'm sure you're in a better place than you've ever been. So, um you know, always good to reflect sometimes, be thankful for what you're able to do, reflect on it, and be proud of what you've been able to accomplish and um be excited for where you're headed over the next 3, 5, 7, 10 years. Okay? Now, listen, I looked at the stocks here today and it was very interesting what I saw out there. A lot of the hated stocks caught a bid for once, right? SP&P 500 was up 77%. So, not even 1% here today. And a lot of these hated stocks have just been dogs. Revolve, SoFi, Celsius, Service Now. These stocks were up pretty nicely. Revolve was up $2,000. SoFi up $3,500. Celsius up $4,600. Service Now up almost $4,000. Elf on a Shelf, which fell off a shelf up $1,700. Cake up $5,600 for Cake here today. Palanteer up $3,800. Almost all of those stocks have been dogs recently, right? Um the business models of many of those companies are phenomenal, but the stock prices have not been fun. Two core subjects I want to get into here today. Okay. One, I'm hearing a lot of talk about market bubble. I want to absolutely decimate that case here today in this video because you're hearing so much about that, right? market all-time highs, market bubble, market bubble. I mean, Michael Bur's, you know, I mean, I don't know how many of the the last crashes he's predicted, but I think it's like a hundred of the last two, right? Or the last one. Um, we'll talk about is a market in a bubble, okay? And I'll completely wreck that in this video here today. Number two, six stocks that are set for some unreal moves moving forward that you just got to be invested in these sort of these sort of stocks, okay? And I'll run through those in their bullish case this video here today. the type of stocks that have insane riskreward profiles over the next several years. Okay, I hope you enjoy this video. One thing, one thing all I need from you guys, if you could just smash that little like button, that little thumbs up icon for everybody that's already done it. Thank you so much. I appreciate you. And today was a very special day. I received my fifth silver play button from YouTube. Absolutely incredible. It is uh back there somewhere uh right back there for the reaction channel Jeremy Lefay makes money. If you follow that channel, thank you so much. I started on YouTube 10 years ago and to be at a place where, you know, have five solar play buttons sitting in the house, it's incredible, man. Absolutely incredible. I'm so thankful for everybody that joins me, you know, whether it's 10 people watch me or, you know, 10 million people watch me. I appreciate every single person that, you know, takes the time out of your day cuz my videos are long. They're in depth. They're usually 30, 40, sometimes even 50 minute videos, right? And I appreciate y'all for joining me. Uh, a lot of you guys, I think 20% of my subscribers now watch on the TV. That's like wild for me to think like that TV like wow I feel special. Okay, so I appreciate in in the biggest way all you guys. Thank you everybody subscribe to the channel. Um unbelievable, right? So uh thank you. Thank you. All righty. Let's get rolling here. Okay, listen. If you want to know if the market's in a bubble or not, you always comes back to valuation. Okay, valuation is very important. You know recessions, they can come out of nowhere. They can be what they going to be, right? Great financial crisis. Um, obviously what happened in 2020, they shut down the worldwide economy, right? Because of rona. Situations like that are going to be what that's going to be. That's not going to tell you if you're in a bubble or not, right? Valuations are going to tell you a lot more about the truth about are you in a bubble or not. So, when you look at forward PE for the S&P 500, we're high, right? We're not like out of control high, but we are high, right? So, right there, you're like, I got a little something. I got a little ammo there, right? were at the upper ranges of where forward PS have been. Let's call it in recent years, right? So, you're like, I got some ammo there. Well, I'll absolutely decimate that. Okay, so if you X out the top 10 largest market cap stocks, the Ford P goes to 19. Okay, so once again, now we're talking about the 49 490 S&P, right? Not the 500. So, you take out those those top 10. Now, I'll show you in a moment why this matters so much. You might say, "Well, that's cheating. That's not fair. You took out the top 10." Actually, it's going to work against you if you're trying to make this case about like, "Well, keep in the top 10." No, no, no. Trust me, it's not going to work in your favor here. And I'll run through that in just a moment. Okay. Then I said, "Let's remove the top 20 largest market caps." So, the top 20 largest market caps, you're out. What's the forward P for the 480? Now, we're into the 17s, ladies and gentlemen. The 17s. Hm, that's interesting, right? They say that's not fair. Okay, here's here's why definitely you should not make the case around like you should include all the stocks because here's why. Okay, these are the biggest waitings obviously Nvidia, Microsoft, Google, Apple, um you know, Amazon, all these sorts of companies, right? and these companies are growing so much more rapidly than what has traditionally been at the top of the market that you could make a very strong argument that the forward P on the stock market should be dramatically higher than where it is right now. The biggest stock in the stock market is Nvidia. Do you know what their revenue is supposed to go up this year? And don't be surprised if they beat these numbers, 54%. Tell me throughout history when the number one market cap was growing revenues at a 54% clip. That just doesn't happen. Usually the number one market cap in the world grows revenues at like a 5 10 maybe 15% clip. 54%. Guys, the average stock in the market has revenue growth of maybe 5% 6% range. We're talking this is 10x. Google I believe that's the second biggest market cap in the entire stock market right now. Their current year expected revenue growth is 22%. 22% that's like we can call it a 4x or maybe 5x in average stock in the market. Mr. Softy Microsoft's revenue growth this year is expected to be 17 and a half%. Let's go ahead and take a look at Apple, Meta, Amazon. Oh my gosh, Apple the slowest of the bunch. 12% revenue growth expected for current year. Meta 27 12%. Amazon, amazing on over 16% expected revenue growth. Right? You could argue all these big tech stocks are actually cheap, not expensive, very cheap, mind you, right? And so this is where you just like it doesn't make sense to make this call about, oh, we're in a bubble. The only way you could make an argument around bubble is if growth for these companies completely disappeared. If Meta went from 27 and a half% revenue growth down to 5%, okay, you got a problem, right? If and actually with a Ford P under 20, you actually still wouldn't have a problem, believe it or not. That's actually insane to think about, right? But you have a problem with growth. Like if Amazon also started growing 3% instead of 16%, okay, you got a problem, right? If Nvidia went from, you know, 50% growth to 5% growth overnight, okay, you got a problem. Is that going to happen? Doesn't look very realistic. It doesn't look very realistic at all. Right? That's like a very slim probability. So, I would say if we were trying to make arguments around is a stock market a bubble, is a stock market fairly priced, is a stock market cheap, the weakest argument by a mile, in my opinion, is a stock market's in a bubble by a mile. You just don't have strong footing other than, well, the stock market's up a lot. That's irrelevant. It all comes back to revenue growth rates and earnings per share growth rates. That's what really matters, EPS. And then we can play the game if you want to play the game of Wall Street or companies beating or missing earnings and obviously an overwhelming amount beating especially for the stocks that matter the most to the stock market, right? The biggest weights out there. So you got a really weak argument around bubble. You could have a very strong argument about the stock market's fairly priced, right? I think there's a strong debate could be made there. And I think you actually have a decent argument that the stock market's cheap right now. Cheap. You have a stronger argument right now about the stock market's cheap rather than we're in a bubble because you go beneath the very biggest market cap companies. You're going to find forward Ps are actually very cheap on these companies, right? And it's not like we're necessarily boom times where everything's perfect for these companies. They're dealing with inflation. They're dealing with a bunch of things that actually hurt margins and hurt earnings per share. They're dealing with a bunch like a multitude of factors. We always hear about the consumer. Oh, the consumer is bad. Gas prices are high. This is bad. That's bad. Real wages. Fed has interest rates too high. Look at the 10-year yield. All these negative things that are con talked about constantly. And yet, what do the top stocks do? Come in and beat earnings. Beat earnings. Beat earnings. Come in report shocking revenue growth and earnings per share growth. Shocking margins quarter after quarter after quarter after quarter. despite all the scariness, all the negativity, and yet they still come through time and time again. So there's, I would say, a very strong argument to be made that the stock market is actually cheap rather than like if I'm going to make an argument, I can make a much stronger argument that the market's cheap versus bubble. But I think the strongest argument is the stock market is fairly priced and it's where it should be right now. Given the risk out there, given the reward potential, given the growth rates, given the forward PS for these different stocks, I think that's the strongest argument is the market's fairly priced. We're not in a bubble and we're not necessarily in cheap times, right? Cheap times were definitely back here. That was, you know, when I first started investing in the market back in, you know, 2009, 2010, 2011, you know, gosh, that was really, really cheap market. But growth rates were also for a lot of companies, especially the top biggest companies were actually very lame compared to right now. Okay, so I want everybody to listen to this and then we'll get into the six stocks. Okay listen. You need to one focus on the long term. Two, worry about stocks. Don't worry about the market. Everybody's always got commentary around the market. Oh, we're in a bubble. Market's going to crash. Blah blah blah blah blah. Right? And you know, let me let me show you something. Let me show you something. I want to show you something very important. Okay? Now, I'll show you something very important. So, you see this here? You see this kid right here? Okay. This is when I was first getting in the market. This was like 2009. All right, listen. There was a lot of worries about the stock market then. A lot of worries. And guess what happened in 2009? It was what it was. 2010 there was a lot of worries about the stock market. 2011, same thing. 2012, 13, 14, 15, all the way in the 2020s. Every year there's constant worry about the stock market. The stock market, this, stock market, that, blah, blah, blah. Focus on stocks. That's where the real money's at. Don't worry about if the stock market's going to go down or up 10% over the next year. You can't even control that. You can't control that. And what do we know time and time again? Time in the markets for fools. I have seen very intelligent person after very intelligent person, I mean very like some of the most intelligent people with their money and even very high IQ people try to time the market. and I start date, you know, thinking maybe they don't have high EQs after all, right? But they they try to do this game of like time in the market and they're wrong again and again and again and again. I'm like, guys, just focus on long-term stocks that are going to be winner winner chicken dinners. Like that's where your attention should be. That's where your focus should be. That's where the big money's at. The big money is not trying to, you know, figure out I need to sell my stocks tomorrow so I can get back in the market three months from now because we're going to have a sell in Maine and go away. Who cares? It's irrelevant. Time in the market beats time in the market. Buying great opportunities, great stocks to buy, we're obviously about to speak about a bunch of them. And that where that's where your real focus needs to be, you know, that's how you get to the big money, you know, and everybody I know that has gotten to big money through business or through investing, they've all focused on the long term. They made long-term decisions and that compounded on itself and made them very, very wealthy, right? And so just don't play this game of worrying about the market all the time. It's going to be what it's going to be. If the stock market goes up or down 25% over the next year, you can't control it and you're not going to be able to time it. Like I said, I can't I'm in the market every day of my life for the last 17 or 18 years. You say, "Well, maybe you're not that smart, Jeremy. You're not an intelligent." Fine. Fine. Got me. I'm not that intelligent. I still can't do it. Neither can you. That's that. Okay. Focus on stocks. Focus on building your wealth. Grow, grow, grow. If you want somebody that wants to focus on stocks, you can apply join private group. That'll be the pinned comment down there. Access to all my course curriculums, access to thousandx.com so you can run your projections and actually focus on the crap that's going to actually make you real money over the coming years, right? You can keep, you know, trying to focus on trying to get in the market and out of the market and getting in margin, out of margin, call options, put options, or you can just focus on actually putting in the real work. you know, a select few actually put in the work and they get the results and that's why we have just a ridiculous amount. My wife said that she's the one that sends out the seven figure, six figure awards. We have 14 people in the private group that just hit a million dollars plus that just applied for their seven figure trophies right there. And I believe she said we got 36 people that just hit $100,000 plus in the private group just in the past like week or two. That's insane. And so, you know, you can play these games about messing around or you can just get serious about this game. Join the private group and let's get up to a higher level, man. Quit screwing off, right? All righty. Next up here, six stocks set up for some unreal runs. All right. You ready? Number one, Celsius Holdings. Pounding my hand on the table about this one. Celsius Holdings. Listen, it's a $29 stock. Celsius Energy Drink Company. They obviously own the Celsius brand, which I think even if you don't drink energy drinks, you should know a Celsius brand now. They own Alani. They just acquired Rockstar. They have the Pepsi distribution now, right? So, they're like the the big, you know, uh, energy drink company that Pepsi is really pushing out there, you know, now and into the future years. And this is just such an incredible opportunity for a stock that has been very, very beaten down, right? Monster Beverage, Monster Energy, right? When I invested in that company back in the day, it was called Hansen's Natural Beverage. So, I'm showing you a 20-year chart of Monster. Monster is basically 10x the S&P 500. Monster is up about 4,600% and the S&P 500 is about up about 486%. So, roughly like a 10x the Monster's done over the S&P 500, right? And keep in mind, you know, if we put it all the way back to when Monster actually launched, the the game's absolutely, you know, astonishing, but this was when the brand was already like starting to be very well known in all the stores and all those sorts of things, right? And uh I had some fun in this one. I made good money in Monster back in the day. I should have just kept holding it all the way through, but I made good money on and off through that stock over the years, right? And um you know, think about all the drama in Monster over the past 20 years. Look at all these crashes in the stock price, right? Look at the I mean, these are dramatic drops when you thought it was all over, right? Dramatic drops in Monster. And at the end of the pie, what has happened over the last 20 years? The stock's gone up 4,600%. Every dip was always a buy in Monster. And that's the way I look at Celsius. Every, you know, this is a drama stock. You know, all of a sudden it's like doing great and then it crashes and then it's doing great again, then it crashes, right? The trajectory is going to be up and to the right for a long, long time. But Monster had to go through plenty of spells where the stock was down for a year or down for several years, right? This is Celsius's latest income statement they just came out with very recently here. Revenue was up 138%, income from operations up 167%, net income up 148%, due to DPS up 120%. That was a grade A income statement for Celsius. The numbers are phenomenal overall for the company. Right now, you might look at Celsius and you might say, okay, the growth rates are ridiculous, right? Um, some of those is because they acquired companies, so they're going to come down. That's fine. We already know about that, right? But you might say, hm, it's got to have a crazy PE on this stock. It's got to be a crazy forward PE on the stock because there's such high growth. And that's probably why the stock sucks right now because the P ratio is really high, right? Look at this. I compared on thousandx stocks.com, right? This is one of the million different amazing features we have onx, right? Where you can compare companies versus each other. And so I compared Celsius versus Monster versus Coca-Cola, right? Three, you know, drink companies. Ford P on Celsius is 18. Monster is a double up of that and Coca-Cola is 23. Right? Look at next year EPS expected growth. Celsius at 27%. Monster's at basically around half of that 14%. And Coca-Cola is at a joke of like 4% 5%. Right? Next year revenue growth expected Celsius double digits. I mean I would expect Celsius to grow double digits every year for years and years and years to go in the future. Right? Monsters at 7% and Coca's at 1%. Right? So, the moral of the story is here, like I'm banging my hand on the table with Celsius. This stock is a steel deal. Do you want to see my projections for Celsius? Get ready to have your flapjacks flipped. Look at this, guys. Are you seeing what I'm seeing? The I'm running these projections through thousandx.com. Okay, look at this. My bull case is that that's not even like a crazy like bullish case, right? revenue growth of 15% on average per year, 27 through 2030, right? Net income growth of 25% on average. Net income margins of 17%. If you're a really great drink company, you should be able to get your net margins to the 20s. So, I don't even in my bold case, I don't even have them getting to the 20s net incomes margins, right? Still a long way only at 17% at peak. If you're growing at those sorts of growth rates, 35 to 40p be very fair. We're talking about a 50% kaggar, a 50% compound annual growth rate for Celsius. Here my base case, fancy way of saying what I actually expect. I had them doing a modest 10% revenue growth on average per year. 20% net income growth on average per year, right? 29 to 34 PE, we're looking at a compound annual growth rate between 35 and 41%. They make a big deal about Buffett being only get 20% a year, right? Well, this is a different level. Like I think Celsius is an incredible opportunity. And these are these aren't crazy numbers. My base case has 10% revenue growth on average. That's not crazy. And when you think about the margin lift that this company can get over the next four or five years, like net income margin is only going to 17% by 2030. That's not a crazy like no one's over 17%. No, it's not even special. If you're special, you're in the 20s in the drink category. Am I at a crazy P ratio? No. 29 to 34 with 10% topline, 20% bottom line. That's very fair for a drink company. And we're talking about a compound growth rate that should be somewhere around 40%. I mean, that's just incredible. My bare case for this stock, I'm still going to make I'm still going to outperform the S&P 500 in the stock in a bare case. Let that sink in. 5% revenue growth on average, 5% net income growth on average. A 20 to 25p be fair for a drink company growing 5% topline bottom line, right? I mean, look at slow poke Coca-Cola. Coca-Cola, they're slowpoke, right? Talking about 1% revenue growth potentially. And they trade at like a 23 to 25, you know, 25 trailing 12 month P. So what I have here for for Celsius growing 5% 5% 20 to 25 is very fair, right? And we're talking about I still get a compound annual growth rate midpoint of like 11%. Which will should outperform the S&P 500 over the next four to 5 years. And a bare case. A bare case. This is why I'm pounding my hands on the table for Celsius. Where is Celsius's next $5? I don't know. It could go down to $24. It could go up to $34. Right now it's at 29. I don't know. And I don't care. All I know is 24 is a joke price for the stock. 29 is a joke price for the stock and 34 is a joke price for the stock. So anywhere remotely around here, the stock's a huge buy. Especially anything under 40. It's a load the boat under 30 in my personal opinion, but it's a buy heavy under 40 and still a buy even all the way up to 50 cuz you run the numbers and it's like shoot this is a stock that's a buy all the way to 50 if not over 50, right? So and then it's an easy stock to hold for the long term in my opinion as well, right? And you might think like, okay, Celsius, Alani, Rockstar, could they buy more brands over the coming years and come out with new brands? Sure, why wouldn't they? Very innovative company. They're always coming out with new flavors and packaging and way to market and all these sorts of things. So, is it possible Celsius over the next four or five years buys new growing brands like they did with Alani or like they just acquired the old brand Rockstar from from PepsiCo? Of course, they could acquire new brands. they could start new brands, right? We could talk about then they have five brands, 10 brands, 20 brands in the, you know, arsenal. It's what these companies do. And so, um, incredible opportunity obviously with Celsius, right? I love that stock. And, uh, I'm banging my hand on the table. It's a buy. Number two of these six is, oh, wait, wait, wait. Sorry, sorry, sorry, sorry, sorry. Um, I need more Celsius shares. I forgot I had one more Celsius slide. This is my position so far in the public count. I'm up $18,478. $116,000 position. I need more shares in the public account. I'm buying this stock in pretty much just about every single portfolio I can, including the Patreon portfolio. I'm buying. I'm buying. I'm buying. Number two of these six stocks is Amazing Zone. Just a real easy one here. Everybody needs to own Amazon. Like that's the one stock I don't care if you're even into the stock market, right? I'm up $196,000 on this stock in the public account, by the way. We got a long way to go in regards to that one. a lot more gains coming. But this is one of those stocks everybody should own it. I don't care who you are. I don't care if you care anything about the stock market. Everybody should own Amazon. Every grandma, every kid, cuz just think about all the shopping you're going to do on Amazon over the next 20 years, 30 years, 50 years, whatever the amount is, right? Think about how many companies are going to run their businesses on AWS, right? Think about the ads business and how profitable that is and how that's such a fast growing business. I mean, you know, that's a one-on-one company. Amazon is always a buy. It was a buy yesterday. It was a buy a month ago. It was a buy a year ago. It was a buy 10 years ago. It was buy 20 years ago. It's a buy today. It's buy tomorrow. It's a buy the next month. It's buy next year. It's always a buy. It's always a buy until there's real disruption risk to either their core e-commerce platform, AWS, or the ads business. It's going to remain a buy. And as of right now, there's no disruption risk for any of those three. no disruption risk and so they're just out there competing hard beating other people and winning and so uh Amazon is always a buy just an easy stock man like you know and don't try to get tricky around pricing with that stock it's a beast number three of these six I'll give you another just easy one okay Meta have patience with Meta I've made $520,000 on Meta stock in the public account that does not account for all the profits I've taken in meta stock over the past year as Well, right, which I took a lot of profits. You know, this is a stock, let me be very crystal clear, it'd be over $1,000 a share right now if it wasn't for them spending so out of control. Zuckerberg's on a out of control spending spree. Might be genius or it might be stupid. I don't know. The market is leaning towards stupid right now. And that's why the stocks got a forward P under 20 right now, even though they just grew revenue 33% last quarter, which is ridiculous, right? So Zuckerberg's on a complete out of control binge on spending. Okay, if Wall Street can begin to understand why he's spending this much or he cuts back on spending in future years, I mean, that stock's going to blast higher. Like I said, the stock would already be a thousand plus stock if it wasn't for just such a ridiculous amount of out of control spending. So have patience with it. It's a great company and when it makes its next next run, it's going to be epic and it will run to like $1,200. When does that happen? Is it 3 months, 6 months, 2 years from now? Your guess is as good as mine, but it will happen and the run will be epic. So, that's just an easy one to just buy. Have patience with you. You could be it could not move. You could be down in the stock, you know, by the end of this year. Just have patience with it. You might be up huge. Like, just have patience with it. That's a stock you buy. you throw in the filing cabinet like Amazon and you just hold for the next, you know, five, six, seven years, right? Okay. So, that's next one. Number four of these six stocks is E.L.F. Beauty. ELF, I call it, fell off the shelf, right? A $55 stock. In the public account, I'm up 661% from where I started buying the stock way back in 2019, right? And I own a ton of shares of ELF in my other portfolios, a stock I'm buying aggressively right now and recently, right? And so I mean this is just a huge buy. ELF owns their ELF brand. They also own Road Cosmetics and they own Notorium and a few other brands as well, right? But Road is a huge growth engine for the company. That's where a lot of the management's focus has been. ELF cosmetics very successful. You can go to just about any Target Walmart location. It's one of the most successful makeup brands, cosmetics brands in the world now at this point in time, right? Very affordable. Mass. They really attract the masses. It's not like an Esteee Lauder that's really selling at the higher end of the market. ELF is selling to everybody, right? It's selling to the high school girl. It's selling to the, you know, mom that's got two kids at home. It's selling to everybody. Okay. Now, when it comes to ELF, here are my projections for the stock, and you can begin to understand why I'm so excited about ELF stock. My bull case for ELF, I've been doing 20% revenue growth on average 27 through 2030. I think it's pro possible. price increases more sell through international expansion and road becoming a bigger component of the business right I think 20% revenue growth is possible I then doing 30% net income growth on average right a 35 to 40 PE in the scenario net income margin is 13% nothing crazy guys look at the compound annual growth rate 56 to 62% what we're talking about stock that would be 300 plus a few years from now and And this isn't even assuming crazy net income margins. I mean, there's a scenario where their net income margins by 2030 could go to the 15 to 20% range. I don't even have that in my scenario. My base case, once again, a fancy way of saying what I actually expect. My base case, 15% revenue growth on average 27 through 2030. 20% net income growth on average 27 through 2030, right? Only getting to 11% net income margins. This is not good. 30 to 35p which would be very fair for a company growing 15% topline and 20% bottom line a consumption based business model right look at the Kaggar we're talking in the 40s likely the low 40s that's ridiculous stock goes to 206 to 241 like ELF is a huge buy huge buyase bare case you get a 20% plus kakar bare their case has 9% net uh revenue growth and 9% net income growth. Depressing net income margins of 9%. This is the 999 plan. Who used to have that plan? The politician back in the day. I can't remember who it was. Right. Look at it's the 999. 9% revenue growth, 9% net income growth, 9% net income margins in 2030. 23 to 28p ratio. And we're still getting a 21% kagar midpoint. You're going to tell me I can't buy ELF right now. Of course I I got to I got to step in. Like that's just ridiculous. Be flipping my flapjacks, man. Elf Beauty slapping my hand on the table. It's a buy. Next one up here, number five is six is Cheesecake Factory. So Cheesecake Factory, I'm sitting on about $57,000 of gains in the public account on Cheesecake Factory. That does not include all the dividends this company's paid out to me over the last couple years as well. Right? No. with Cheesecake Factory. Listen, I'll keep it real simple, right? It's a low PE name. They've got incredible growth for this company over the next decade plus, right? One of those growth engines is North Italia, which will become a bigger component of the base of the business as well. Italian concept, very successful, phenomenal food quality, phenomenal drink quality. They make great locations. It's um you know, I think it's the newer gener like Olive Garden has gone past its prime certainly a long time ago, right? And uh a lot the food quality there is just not good enough really for a lot of the younger generation now at this point in time. But Olive Garden still doing okay because still a lot of baby boomers go to Olive Garden, right? And um you know like families that are looking to go out to eat but they want to eat somewhere cheap or something like that, right? But North Talia really hits a segment of the market that really is looking for high quality food um in nice locations, right? Like you know it doesn't look like super dated and whatnot and looks modern. So, North Talia is really knocking out of the ballpark in regards to that. Then they have Flower Child. This is the biggest opportunity for Cheesecake Factory overall. This is a more of a healthy concept. Really focus on lower calorie meals, higher protein, um, eating clean, you know, it's it's like almost like the opposite of Cheesecake Factory. Like you think about Cheesecake Factory and generally speaking, although Cheesecake Factory has healthy things on the menu, generally speaking, you think about Cheesecake Factory, you think about unhealthy stuff, right? you're thinking about getting cheesecake and getting fries and b, you know, like just greasy stuff and whatnot. Flower child is complete opposite of that, right? So, that's a big opportunity. They can also open those much smaller locations and around half the business they do is to go business. So, talk about margins, you know, incredible margins long term, right? Then they obviously have the Cheesecake Factory, one of the most successful restaurant concepts in history. This is just a straight ATM machine of the business model, right? And um they're still actually expanding the locations of Cheesecake Factory. Like they still actually have runway to continue to expand Cheesecake Factory overall as well. Right. Then they have Culinary Dropout. And by the way, go to these places sometimes so you can experience them. But they have Culinary Dropout, which they've now expanded to several different cities across the United States of America. But they're basically, you know, trying to see right now if they want to expand that across the whole United States or not, right? And have maybe multiple locations in every major city out there. So that's in testing phase right now. Blanco also seems to be in tech uh testing phase right now. This is a Mexican concept that's pretty successful for the company overall. So that that's in testing phase as well. The latest earnings came out recently. They did $978 million of revenue versus $927 million the same quarter last year. So nice growth there. Income from operations jumped to 55 million from just under 52 million. Net income went to $49.5 million from $32 million. Duted EPS $102 versus $167. They didn't have a one-off that hurt them the previous year in this year. So that was pretty good for them around a loss of a debt extinguishment. Now, as far as my projections here for cake, here we go. Okay. Now, after going through Celsius in in ELF, this doesn't look as exciting, but it's still pretty darn exciting. My bull case has 9% revenue growth on average, 11% net income growth on average, 5% net income margins. Nothing crazy there. 28 to 33p, 31 to 36% Kaggar. base case fancy way of saying what I actually expect 7% revenue growth nothing crazy from 27 to 2030 9% net income growth not nothing crazy 5% net income margins nothing crazy 20 to 22 22 to 27p ratio nothing crazy 21 to 27% compounding on your growth rate on this company right and don't forget the dividends cuz remember all these years I'll be paid out dividends and they'll probably go up on the dividend amount they pay me each year as well right So, little food for thought there, no pun intended. Uh, 5% is my bare case. 5% revenue growth on average, 5% net income growth on average, 14 to 19 PE, and I still get a positive return on the stock. A 4 to 12% compounding on your growth rate. So, you know, not as in your face exciting as Elf and Celsius, but it's still going to be a very nice money maker, a great dividend stock, and um there's just a stable business model, man. and they just put up their numbers regard and think about you know look at the income statement they had a B+ income statement with all the negativity all the negativity that's out there around gas prices and the consumer and blah blah blah blah blah run through it all interest rates are high the Fed T-man blah blah blah and yet they still come through report a B+ grade income statement that's incredible number six of these six last one up here is SoFi Technologies $16 stock here today. So Technologies, I'm up 92% on the stock in the public account, up $38,000. Lot of gains still to come in SoFi, right? This is a company that's on their way to becoming a financial giant. A+ income statement, they report it here. Total interest income up 31%, net interest income up 39%. Total net revenue is up 30 or excuse me, 43%, net income up 135%. I mean, dude up a double up there. incredible income statement for the company. Uh whole market cap of the company is around $20 billion. They're on their way to becoming a financial giant. Anthony's just got to keep the company on the right track and not go under in recessions in the future and thrive during the bulk times. And this company should be a company that long-term over the next decade should become a company that's hundred billion dollar plus market cap, right? A financial giant. They can pull it off. It's going to be step by step. There'll be some missteps and some ways they go backwards, right? Like, you know, would I be surprised if SoFi went from a 20 billion market cap to a 50 billion, then down to a 30 billion, then from a 30 billion to 80 billion, then from 80 billion to 40 billion, 40 billion to 100 billion. Like, no, I wouldn't be surprised at all. Right? It's not just going to be like up perfectly to the right. There's always going to be dips in here and drama, but my opinion is based upon how many members are starting to attract so many of the younger generation being asset like business model for the most part, right? like gosh, they're set up very very well to be a financial giant and then just pour money back into the business and just continue to attract newer and newer generations and you know as those folks wealth grows over time they'll have needs for loan products and other products and SoFi just continues to benefit and they become bigger and bigger and bigger and they could acquire other companies if they want or they can just stay stand alone right focus on the long term ladies and gentlemen grow your wealth there's incredible opportunity out there in the stock market right you just got to focus on the long term like the Short term there's going to be a lot of negativity, a lot of crap talked about, a lot of things to scare you about this and about that. A lot of short-term stock price moves that, you know, go against you and you're like, you know, doubting yourself and all these sorts of things, man. Just focus on great companies that got great business model for the long term, great income statements, balance sheets, right? And um listen to conference calls, put in the research work, and uh you'll thrive over the coming years, right? You will thrive and you're going to build incredible net worth for yourself. Hope you guys enjoyed today's video. Once again, if you're looking to take investing much more serious, quit messing around. Apply join private group. That will be the pinned comment down there. Access to all my course curriculums, access to my private Discord chat, access to see the moves I'm making each and every week, right? Access to thousandx.com so you can run your projections, do all your research. Oh my gosh, that's incredible platform. Like people absolutely love Thousandx. So that will be pin comment down there. Much love and have a great