This Stock is Going to $1,000 per share‼️

You got to be flipping my flapjacks. I just posted this on my ex page earlier. Look at that public account of $178,000 here today. Congratulations to everybody out there getting some gains. Let me know in the comments section how much you are up here today. I mean, just an absolute uh rocket ship ride for the public account here today on the back of AMD. AMD, look at that move. $94,000 up here today. Meta's up about 30,000 for us. Uh, Amazon's up about 13,000. We have American Express up 7,000. American Express, even Palunteers joined the fund today, up about 5,800. PayPal's up 4,800. Man, for PayPal to be up, you know, it's got to be a good day out there. Service now up 3,000. So up 2,800. Elf on a shelf trying to get back on the shelf. Look at that. Elf up another 4% here today. Google McDougall continues to be incredibly strong. Three core subjects we're going to get into in this video here today. One is how to not get fooled out of this market. I want to give some advice to everybody out there to not get fooled out of this market because I see it time and time again. People get fooled out of the market. The market's going down, they freak out. The market's going up, they freak out. Like, oh my gosh. Okay. I'm just going to give you some things to keep in mind so hopefully you don't fall into that trap. Okay. Two, cuz it costs people so much money. It's disgusting. Two, AMD. What price am I going to start selling AMD? Where do I see this stock going from here? Right? price targets, those sorts of things, right? Uh we'll speak about that in this video here today. I think it's an important subject because that stock just continues to be an absolute beast, right? Every time people try to throw it in the dirt, it just comes back stronger and stronger and stronger, right? Third subject up here today we're going to talk about is some great money-making opportunities I see out there in the market right now, and I see a whole dang lot of them. Okay? So, we'll speak about that into this video here today. One thing, one thing only, I need from you. just please smash that like button, that little thumbs up icon. To every single person that's already done it, thank you so much. That means the world to me. Additionally, make sure you're subscribed to the channel. We are now around I think we're around 940,000 subscribers strong on the on the channel. So, I appreciate every single person that's subscribed here to the channel and I hope you appreciate all this uh video content I provide for you guys out there. Okay. All righty. Let's get into this. We got three big subjects to get into here today. Listen, I backed up the NASDAQ chart all the way to when I first started investing, right? Way back at the end of 2008. It was during the great financial crisis. And look at how many times investors got fooled out of the market, right? And I live in Las Vegas, right? Las Vegas, we probably have more magicians in Las Vegas than just about anywhere in the world, right? And so the stock market has this magic trick where it fools everybody constantly out of selling out of their stocks not to buy stocks, those sorts of things. And the only difference is the magic trick is always something different, but it's always a magic trick in the end there. There's some sort of trick going on and it fools people again and again and again and again. And every single time people think like, I'm not going to get fooled this time. And then they get fooled again into selling their stocks and into not buying the dip into this and that. And it's like, oh my gosh, like how how does this magic trick work that it just keeps fooling people again and again and again. And I've watched I've witnessed it time and time again, right? Ever since I got in the market back then. And look at all these time periods. And every single one of these time periods, people got fooled to not buy, to sell. Oh, the stock market's at all time highs. I need to sell. Oh, the stock market's going down. I need to sell. Like, oh my gosh, man. And all for what? I mean, the NASDAQ's gone up a,000%. Since when I got in the market back in the day, right? And sometimes, you know, when I when I reference this, sometimes people don't quite understand like how long this has been that I've been in the stock market, right? And so I I put it to you like this. This is all the stuff that has transpired in my life since I got in the market, right? I dropped out of college and left college for Quick Trip, right? And I was running track back then. Left track. Um didn't go to university. Just I think I had 60 or 70 credits uh that I had in college, right? And I dropped out, went to Quick Trip, started making 40,000 a year. About 6 months later, started making 50,000 a year. And that was great money back in those days. This was like 2010, right? I moved out of my parents house into a one-bedroom apartment in Glendale by the old Cabela which is now Bass Pro Shop. Met a girl. Uh moved to Charlotte, North Carolina with her, right? Had my first kid. Then I moved to Vegas. Then I got married. Uh then I started in business. Then I had a second kid. Then I got popular on YouTube. Then I started my private group. Then I had a third kid. I started thousandx.com. All during that time became part of the top 1% wealthiest people, right? And um you know obviously everybody that's been in connection with me whether people that work with me or in the private group and whatnot went on to achieve amazing financial things. I lived a whole life. I lived a whole life right the whole thing got lived since I've been in the market. And yet throughout that time just think about the countless amount of individuals that got fooled out of the market that sold their stocks because of this happened that happened. Something happened this happened right? And just like it's crazy to think like a whole life went by and um it's the same thing again and again. People getting fooled out of the market again, man. Right. I backed it up. I said, "Let me look at the past 70 years, right? And look at this. The past 70 years, S&P 500's up 17,000%." And over that past 70 years, think about how many time periods people got fooled. You know, you got to understand, listen, every single crash in the market, every single correction in the market is always a buy. Every single one, every single all-time high is a buy. Every single point in the middle is a buy. You've got to look for opportunities out there, right? Don't just wait for things, you know, some people say, "Oh, I'll wait for the next crash or wait for the next correction." No, you won't. Doesn't work like that. I, you know, I've been this year this game 18 years. I've yet to meet one person that was like, "Oh, I waited for the crash. I bought and then I never bought." Like, what? No, that doesn't exist. Okay? It doesn't exist. To actually be a great player at the game, you got to be in the game. You got to actually play the game. There's no practice players in this game. Okay? You got to be in the markets. You got to actually be doing this for real on a day in dayout basis, right? Year in and year out basis. And so, don't wait for the next crash to happen, the next cor correction to happen, right? Try to buy as heavy as possible when you're in a correction or in a crash, but you need to be taking advantage of deals all the time, regardless of all-time highs. Because do you know what happens after you hit an all-time high in the stock market? After you hit an all-time high in the stock market, you hit another all-time high and another all-time high and another all-time high and another all-time high. Like, that's what the stock market does, right? And then eventually it flattens out and you go through a correction or crash and then you go on to recapture the old high eventually, right? and another all-time high. Another alltime high. So, you know, just don't fool yourself out of this game. And what it comes down to, I think a lot of times is people have too much of an ego. They think they're so smart. Like, they can time it out. They're going to be able to get out of the market, get back in the market, you know, and play this whole game. And it's like, dude, you just have to let go of that ego at some point in time. Realize you're you're not that smart. No one's that smart. Okay? I've been doing this game for 18 years. on a serious level. I'm not that smart. No one is. And so at some point you have to be realistic with yourself and understand that's not possible. And just accept it. And there's nothing wrong with that. Like do you want to be rich or do you want to be dumb? Cuz that's your only options. Unfortunately, you're not going to be smart thinking you're going to time the market. You're already dumb. Like you're already put in the dumb cate. Oh, I'm going to time the market. You're dumb. So do you want to be rich or do you want to be dumb? Those are your two options. You might want to be rich. Buy consistently over time. And when you ever do get a crash or correction, you better be loading the boat. You want to be rich or you want to be dumb. It's up to you. Right? I I choose to be rich. That I think that's a little more fun than being dumb. Right? Now, how do you what do you focus on when you're in the market? Right? Here's what you focus on. Focus on individual stocks. Don't focus on the market and what's the market trading at at this particular time and what's Trump doing and what happened in Iran and what happened with Rona and what happened with inflation and what happened with the Fed and blah blah blah, right? That comes and goes. Inflation, deflation comes and goes. Well, most of the time it's always going to be almost almost always it's going to be inflation, right? That comes and goes. Presidents come and go. Whoever's in Congress comes and goes. Maybe slowly, but they do, right? Whoever's in the House of Representatives comes and goes. Whoever's in the Senate comes and goes. that all that stuff's here today, gone tomorrow. Who's the Fed president at a particular time? Who the other individuals at the Fed comes and goes, right? Lowering interest rates, raising interest rates, keeping interest rates the same, what the 10-year yield is doing, what the 2-year yield is doing, what the two and 10 are doing. It's all comes and goes, right? Focus on individual stocks, not trying to time the market in and out, right? That's just going to cost you a fortune in the end, right? Now, if you're somebody that wants to actually do this on a high level, you want to you need help, you want help from me, you want to join my private group, right? You want to go through all the course curriculum so you learn how to do this on a high level. Don't gamble money in the market. Don't be dumb, right? Pin comment down there today where the last day we're accepting applications, join the private group is June 26. Today's already June 15th. So, keep that in mind. And um then the private group is going to be closed to new applicants for quite some time. So, do keep that in mind. That will be pinned comment down there. and let's get you up to a higher level. Okay, next one up here, AMD. What price am I thinking about selling AMD? What am I gonna ever sell it? What price? Those sorts of things. Because, you know, now I'm sitting on multi-millions of dollars of profits. Not multi-million dollars of the stock, multi-million dollars of profits now at this point in time, right? Okay, here we go. So, new exciting news around AMD is they launched this AMD Ryzen AI Halo, the ultimate AI developer platform, right? All a bunch of great specs on this. Build, prototype, and deploy locally without cloud restraints. Ooh, this is exciting. Exciting box, right now, it's interesting clicking on the AMD website to see this product and the specs and whatnot and how they compare it. The very first product they compare it to is actually not an Nvidia product. They're actually comparing it to Apple M4 Pro. and basically just kind of like pointing out how much better it is than the Apple M4 Pro, right? Then after that, they compare it to the Nvidia uh DGX Spark, right? And showing that the AMD product is superior to the Nvidia product as well, right? So, very, very exciting. This individual on X, who's really into the weeds in regards to all this, says, "AMD CEO Lisa Sue just killed Nvidia's $4,000 AI box with a $1,500 lunch box. She walked on stage, held in one hand, and ran 235 billion parameter model live. No data center, no cloud, no rented GPU. The chip inside is something nobody saw coming. AMD's Ryzen AI Max Plus 395 is a first. X86 silicon where CPU and GPU share the same 128 GB of memory. That single trick lets the desktop run models that used to need a server rack. Out of those 128 gigabytes, Linux hands the GPU 110 GB to play with. For context, the RTX 5090 gives you 32 GB. A 4090 gives you 24 GB. This box gives you more than three times either of them. In a chassis the size of, you know, a thick paperback. The benchmark that broke the room. This chip beat Nvidia's RTX5080 by more than 3X on Deep Seek's R1 Inference. The $1,500 lunchbox outr running a $1,000 discrete graphic card on a real AI workload. Nvidia spent a decade convincing the world you needed their hardware for serious AI. AMD just put that on a desk for half the price. Right now, everybody's going to have uh opinions in regards to tech, in regards to this, right? And is this gamechanging? Is it not gamechanging? Is it, you know, a very positive development? Or is it not as positive as people are making it out to be? Everybody's going to have different opinions on that, right? And, you know, I'm not an AI developer and I'm not super into the weeds of everything techreated. And you don't have to be to be a tech investor, right? You have to understand enough to understand what's going on, right? But as far as the specific benchmark here versus this specific benchmark, right? and all those sorts of things like you know I'll let the the tech people get super into that right Antonio put out this this is kind of funny right AMD has completely mogged Nvidia right but there's talk like that out there right and so it adds a definitely a level of excitement but the the main takeaway from I think them showing off this product is not is Nvidia or excuse me is AMD mogging Nvidia it's not you know uh is this going to be the next multi billion dollar product for AMD or not, right? That's not the biggest takeaway from this. The biggest takeaway from this is AMD is going to launch a series of products over the coming months, quarters, and years that we have not seen yet that are going to be very beneficial to AMD's long-term financial targets. And so, a lot of times when you buy a stock, all you're thinking about is the product the company has at that exact moment. But for a company that's innovative the way AMD is innovative, right? And what Lisa Sue, remember when Lisa Sue took over this company about a decade ago, right? This was a $2 stock. It was a two buck chuck. It was a company that people thought was going bankrupt, it was an irrelevant company. And now to be one of the most powerful important companies in the world is unbelievable what she's pulled off. And you do that by having a great team. And by innovating on a high level, and she's done that. And so, you know, just understand, very important everybody understands this. Listen, Nvidia is going to keep coming out with gamechanging GPUs, CPUs, and other products that you have not seen yet that are going to likely end up becoming multi-billion dollar businesses, if not, you know, much bigger than that. And so, that's the biggest takeaway for me from them showing off this new product here. Okay. Now, another thing to keep in mind with AMD, it's a $892 billion market cap, right? It's becoming bigger and bigger, which means it's going to matter more and more to the S&P 500 and to the QQQ as Nvidia's excuse me, as AMD's market caps keeps growing, right? That's just, you know, how the numbers work. Like more and more money will inflow into AMD as the market caps gets bigger and bigger and bigger. It becomes a bigger and bigger percentage. Like if you go back a year ago, AMD was, you know, somewhat irrelevant when it came to the S&P 500 waiting and the Q's waiting. But I can tell you now, no, not not so much anymore. Right? Never mind if this thing goes over a trillion dollar into multi- trillion dollar land. Right? Now, the other thing to keep in mind here is there's a lot of people that believe that AMD is going to come for Nvidia's market cap. And AMD is going to have a market cap big like Nvidia, which you know, we can call it about what is that about a 6x from here in terms of AMD's market cap going to Nvidia's land, right, of $5.1 trillion. I'm not that crazy bullish that I think necessarily AMD is going to a $5 trillion plus market cap. Although gosh, I would be a very happy camper if that did happen. But here's my realistic projections on what I see playing out here. Okay, so based upon my projections on where I see AMD's fundamentals going and the P ratios I think the stock can command, I have the stock going to a $1,200 to $1,600 stock. Okay, now my bull case has it going to 2,000 plus, right? which then we can talk about, okay, it's starting to approach an Nvidia type market cap. Still not quite there, but it starts to approach it, right? But my thing is, you got to understand when my my price target there of 1,200 to $1,600 over the coming years, right? That could happen in the next 6 to 12 months. And that's an important thing. You know, I don't have it happen until 2030. That's not how stocks necessarily work in regards to stock prices, right? I'm trying to look at it from a fundamental basis and like here's what makes the most sense. But what makes the most sense isn't what always happens. So when I talk about the stock could be a $1,200 $1,600 stock, you would understand that could happen in the next 6 to 12 months. Nvidia could be, excuse me, AMD could be I don't know why I keep saying Nvidia. AMD could go to to to you know 1,200 bucks in the next 6 9 12 months like way before the numbers cuz what happens with stocks is they start to price things in the future. And so people start to extrapolate numbers. They start to run projections. They start to figure out, oh my gosh, AMD's business going so much. They got this new product, this new product. This is going to generate this much revenue, this much in margin, this much in earnings per share. They start running numbers a year out, two years out, three years out, and they start figuring out, oh my gosh, you know, AMD is worth $2 trillion in a few years from now, three trillion, whatever the number is, right? That's how it happens. And so even if you look at AMD's market cap right now, 892 billion, if you were just looking at at the past 12 months worth of earnings per share, you say it's not worth $892 billion, not with the EPS they've had over the past 12 months, no way. But they're already pricing in the future of what's going to happen with the numbers over the next couple years. And if things are even better than any of us anticipate on the numbers side, on the new product development side, then what's going to end up transpiring is the stock's going to run much heavier than what we've already seen because it's going to start pricing in things out even in 2028, 2029, 2030. Right? That's what happens with stocks. They price in a lot to the future and I've seen this countless times before. Right? So right now you got to understand we're in big party time for AMD, right? And I know everybody, you know, I don't want to say everybody, you know, AMD investors still want to close out this party, but there's a lot of people jealous of not only AMD, but also Micron, I feel like it's another stock. They're jealous of it, right? It's it's partying. It's it's like every day the stock goes up, it seems like, right? And every time you try to say it's over, you just And I just warned people about this like two weeks ago, did I not? I said, you know, and AMD was going down big at that time. I went, you know, into the what, mid 400s, MU is going down. I said, everybody that's, you know, saying AMD and Micron are dead. I I said, you know, to death of these stocks have been greatly exaggerated. I said, you watch these stocks could slap you right back with a 30% gain. Guess what they've done? Probably about a 30% gain since those that bottom. A 20 or 30% gain. Like Micron might even be a little bit more extreme, right? And so that's what happens. Like people try to like say the run's over, something like that. And it's like, dude, slap, you know, I'll slap you right back with a new alltime high right in your face. And you're like, what? What just happened? Like, you know, insane. But we're in big party times because of two two specific things. One, we haven't even had the shock and all quarters yet for AMD. I think that's what's going to transpire over the next two quarters when it comes to guidance. We're going to get shock and all guidances, two straight quarters. That that party hasn't even happened yet. Keep that in mind. Wait to see the next guidance they come out with and wait to see that following guidance. People are going to be like what? AMD just talking about doing what number? Oh my gosh, we haven't even had that yet. There hasn't been a shock in a yet for AMD. It's just been they beaten numbers pretty comfortably, but we haven't had a shock in a like what? AMD just beat their guidance by $4.5 billion. Like we haven't had that yet. Okay. two, we have an absolute analyst chase going on now at this point in time and it's not going to relent anytime soon. It's going to get way more extreme short term for this analyst this analyst chase. And when I mean short-term, I mean between now and the end of the year essentially. But let me show you what's going on here and why this matters so significantly. Okay, listen. If you look at where analysts are priced here, they're effed effed bad. Okay, this is a 12-month outpric targets for AMD stock. We still have people with a $320 number for AMD. AMD could push 600 before the end of this week if it wants to. Like, and you're at 320. Oh my gosh. Who's getting fired? Who's getting fired? Look at the median price. I think everybody's getting fired. The median price for AMD is 500. We're already over 500. And we could be talking about 600 this week. If the stock continues to see momentum, you see a six with front of the stock. This week you see like 616, something like that. 610 and analysts are at 500 on average, who's getting fired? This is a problem. You're going to have to have massive amounts of analysts bring up their numbers. And as that happens, guess what? Hedge funds get excited. Momentum investors get excited. people that buy and sell based upon these analyst recommendations, which is a lot of them get excited. Pushes the price up even more, right? The ALOS see this and up the stock as well. And so, it's a whole big game that's just it's a fun it's a fun party. That's all I'll say about that, right? And here's the deal. 665 is the highest out there for a price target. 665, I mean, there there's a case to be made. 665 will be broken before we even get to their next earnings. You know, none of this is guaranteed, but I'm like, don't be surprised with the momentum that stock has. Could you see 665 before earnings even come out? Why wouldn't you? Which means then they come out with a shock and all and next thing you know, you're talking about a stock with a seven or an eight in front of it. Happens quick. Happens quick. Remember Micron a year ago was $100 stock. Now people are trampling over themselves to pay over $1,000 for that stock. the same stock there were like questions about paying a h 100red now people are paying over a thousand that's just on a year-over-year basis so if you think you know people weren't buying AMD at 100 something last year and now it's like they're having to pay 600 700 that's the stock market for you so this is a big game man and this is a fun game we're in at this point in time because the more extreme it gets the more the analysts have to run over themselves to up price targets up price targets and um what will happen is a lot of them will wait will try to wait until this next quarter's numbers are come out and then when they have a shock and awe, they're going to have to weigh up their numbers cuz let's say let's say after next quarter numbers come out, let's say it's a shock and awe guide. Next thing you know, the stock's got a seven in front of it. Oh my gosh, do you know the analysts, you're going to have you're going to have analysts putting $1,000 price targets left and right. $1,000 price target, $1,000 price target. That's all it's going to take. Stock continues to see momentum. stock pushes into the six or $700 range before the next earnings come out and then you get a shock and all guidance. Things are way better than anybody anticipated, all the analysts have to bring up their numbers and next thing you know, you're going to see several analysts slap $1,000 plus price targets on and that breaks everybody's like mental barrier about how high AMD can go, right? Kind of similar to what's happened with Micron once it broke that thousand barrier, right? So that's something to keep in mind here. Right? Now, let me tell you this. Hype cycles built on fundamentals, the most insane hype cycles that happened on a stock, right? When you think about back in the day with the whole GameStop and the AMC and all that crap that was going back on back in like what was that, 2021, right? Those were things not built on fundamentals. It was like hopes and dreams about, you know, nothing. It was just like we're going to short squeeze them. The most intense, greatest stock rallies you'll ever see are built on actual fundamentals. Like business models changing for the better. And because those ones are hard to break, those hype cycles because you got the fundamentals to back it up. Whereas those other ones were easy to break. Like GameStop, AMC, all those crazy ones from years ago, those were easy to break because they didn't have the fundamentals to back. When all a sudden you got the fundamentals to back, look out, man. Look out. And so if I think about just over the past few years, some of the stocks I had that just went on insane runs, right? In the past few years, I think about Tesla. Tesla made me like 2,000%. And I think that was my first million dollar plus stock profits, right? Tesla like they had the fundamentals back then and that's why the stock was going so insane. EVs were just taking off like a rocket ship and everybody was buying them and sales numbers were going insane. Plus, they had the solar business clicking. Services was starting to pick up like crazy, man. the fundamentals were just going crazy at that particular time and Tesla went on like a 2,000% run. Palunteer. Palanteer, another great example. Palanteer made like 2,000% on that stock. Guess what happened with Palanteer? Palunteer fundamentals fundamentally changed when AIP came out. Game changer. And then the whole AI revolution and Palanteer is just like the perfectly positioned to capitalize on that, right? Oh my gosh. And so Palanteer went on an absolutely insane run, but it had the fundamentals to back, right? ELF, same exact thing. ELF, when I started buying that stock, it went was like a $7 stock, right? Fast forward five years later, uh, you know, 2024, it's like a two, what was it? 200 plus. It topped at from seven bucks to 200 plus. How ELF had the fundamentals, the the revenue was 9-day difference, the margins, the earnings per share, everything, right? The brand, and so it had a fundamental rally from seven bucks to 200, right? Meta, same exact thing. Meta goes, you know, I got shares in Meta I got at 88.94 at 93 bucks back in 2022, right? And then Meta's numbers went insane and had a fundamental rise and that was fun. We rode that one, you know, obviously it topped at 700 plus. AMD, that's the one we're on right now. It's got the fundamentals. The numbers are going insane. You haven't even seen anything yet. Just wait till you see these guidance over the next few quarters. Oh my gosh. and um and so it's got the fundamentals to match and um it's an absolute fun run. So these cycles are just they're the they're the best. They're the best you'll ever get when we're talking about you got a hype cycle with the fundamentals. It gets no better than that. That's when you get the 5xs, the 10xs, the 20xs on a stock, right? Like it's is so is so darn powerful. So darn powerful, right? No, let's talk about me selling AMD. When am I thinking about selling AMD? Will I sell all my shares? Those sorts of things. Listen, I can't see myself selling all my AMD shares. Okay, so kind of regardless where price goes, I think I'm always going to hold a certain amount of AMD shares. And we'll talk about that specific amount in just a moment here. So, I'm absolutely going to be interested in selling AMD and cashing profits over the next we can call it 6 to 24 months, but I can't see myself selling all out of all of it because AMD is just such a great company for the long term. The need for CPUs, GPUs, and other related chips that AMD can push into in future years. It's not going away. You know, it's not like some magic replacement, right? And if they want to push into quantum in future years, they can go that route. like they're going to make so much money over the next few years from GPUs and CPUs if they want to push into quantum like whatever avenue chips go in the future which is just going to be a bigger and bigger need for those right AMD is always going to be there and uh as long as Lisa Sue is leading this company and they got the innovative team they have they're going to go wherever they need to go you know two years ago people doubted AMD a year ago people doubted AMD right and AMD you know Lisa Sue and the team had been working in the background on a lot of things and now seeing it all come to fruition like, "Oh, shoot." And they got GPUs to be competitive with Nvidia. The CPUs are are obviously their bread and butter. And then we see new products coming out like what we just seen here. And it's just it's unbelievable. And so, just understand I I probably can't ever sell all my AMD. Okay. So, here's how I'm thinking about selling portions of my AMD over time, right? So, we'll look at the public account as a reference here. I have 2555 shares of AMD. Okay? Now, of course, this stock might never go to 700. It might never go to 1,000. It might never go to 1,500. Might never go to 2,000. These are just like what I believe is going to happen. And here's how I'll cash it. Okay, so I think I'll cash my first 555 shares and take profits on that in the 700s. So, if and when the stock goes to the 700s, I'll cash 555 shares and take some off the table. Then, at that point in time, okay, they'll put me down to 2,000 shares in the public account here. Okay. Then I would cash another 500 shares if and when the stock goes to the 900s. Okay? Then that would put me at 1500 shares. And then I would cash one last 500 batch at 1100s range. Okay? And then what I would do is I would hold a,000 shares for the super long term then at that point in time, right? And so then at that point in time, it's kind of regardless of where AMD's stock price goes, I just hold that,000 shares. Okay? But I take profits on the other we can call 1555 shares. Right at that point in time I would feel like most of AMD's best gains are already behind it at that point in time. Right? And so I just slowly kind of take profits and you know obviously the profits would be very very immense. Okay now that would be a very similar strategy to what I've done with Palunteer. Right? Palunteer you look at me last year I was cashing Palunteer shares left and right. Right? Cashing cashing cashing. And I there was a point in time I had 5,555 shares of Palanteer in the public account. Right now I only have a,000. That,000 shares I'm planning on holding for the super long term, but I at the end of the day I cash those shares. Right? And um I did that over a given period of time and you know I'm perfectly fine like holding my thousand shares of Palunteer. So it's a very similar strategy I'm going to deploy with AMD that I did with Palanteer. Of course like you know maybe I get stuck with my shares all 2555 because it never goes to 700s, right? It never goes to 900s. It never goes to 1100s. That's fine as well, but I have a feeling it's going to do that. And it probably will do that sooner rather than later, just like Palanteer kept running. Right now, what that will do is that will produce me roughly $1.5 million in proceeds. Right now, we could say about 400 grand of that is going to go to the tax man. Roughly uh maybe no, actually probably less than that actually. Probably more toward 250 300 something like that, right? Um, but at the end of the day, it's going to be about 14 $1.4 million in proceeds from those sales. And so, that'll be a lot of money to deploy elsewhere in the market. Right now, do keep in mind that's just a public account. I'm loaded to the roof with AMD and other portfolios as well. So, do keep that in mind. Okay. Now, one other thing I want to discuss here is Nvidia, right? I've always kind of thought like before the cycle's over like Nvidia could run to 10 trillion and become the first 10 trillion dollar company, right? And so don't think like what Nvidia is at right now, 5 trillion is like the peak for all companies forever or something like that, right? These milestones are meant to be broken. And so 5 trillion doesn't have to be the top. like Nvidia could have one last harrah run eventually that takes it to 10 trillion before we eventually have a big down cycle in regards to chips. Okay. And so if you look at Nvidia, the Ford P's in the 20s right now, mid20s, we can call it 24, maybe it's 22 somewhere around there roughly, right? How does a stock double from $5 trillion market cap to a $10 trillion market cap? They'd have to double earnings per share between 2026 and 2029. I mean, there's a strong debate that they could do that. If they do do that, then you're talking about a 10 trillion market cap before this cycle's over, right? So, just something to kind of keep in mind there. If they double earnings per share, then the 4P throughout that time stays in the 20s, which is probably where people are going to feel comfortable with it with Nvidia for a while. Right now, here's how I think AMD stock price probably plays out. Okay, this is my guess. my guess, okay, as somebody that's been in the market a long time, this is just my guess, okay? AMD probably has a blowoff top in the next 6 to 18 months. Okay, and it's going to be it's going to be a similar phenomenon to what happened with Tesla. Okay, so if we look at Tesla, Tesla had its blowoff top right here, right? This is where I was cashing a ton of shares back in 2021. Stock was going crazy and um it was beautiful. And then what happened over the next few years is eventually the stock had a slow one to twoyear crash, right? And then it kind of grinded for a year or two and then it started coming back to life and eventually got back to, you know, all-time highs, right? And so and it took years for it to go through this process. So this is what I think is going to play out with AMD. Actually, I think AMD has a blowoff top in the next 6 to 18 months and that marks a multi-year top in the stock. that will not mark a multi-year top in regards to the revenue or a multi-year top in regards to earnings per share, but it will mark a top in the stock price, okay? Because remember that stock price will likely top years before earnings per share top or revenue tops, okay? Because once again, the market's always pricing these things, especially with special stocks that have a lot of attention. They'll price things in several years in the future. Which is why once again I talked about don't be surprised if AMD goes to a,000 plus in the next 6 to 12 months even though that's way ahead of schedule because that's what stocks do. They price in things way in the future. Okay? Especially with special companies like this. And then after it has that blowoff top in the next 6 to 18 months, then it has a slow one to two-year crash, right? And then it has a 1 to twoyear grind where the stock's kind of moving but it's like just moving up and down. it's not really making any great progress and then the next chip cycle starts and it starts to slowly grind back up. Right now, there also could be a belief of like, well, why can't everybody just spend to infinity? Well, uh, it's not possible. Okay, so here's what's going on. All the big tech companies which are the reason AMD, Nvidia, all these companies numbers are going to go insane, you know, for the next couple years here, Micron, those specific companies have now gotten to the point where not only are going to be spending all the cash flow coming in for the companies, right? But on top of that, they're now starting to raise equity, right? Raise debt. That is not good. That that that means you're toward the latter stages of spend. Okay? And so when companies have to start raising $50 billion, $100 billion, that's where you start to, you know, say, "Oh boy, okay, we're later stages in regards to how much these companies are spending. They're spending so out of control that they got to raise money." And remember, these are the strongest companies financially in the world. Companies like Amazon, Meta, right? Google, these companies, like when they got to raise money, like that's that's pretty serious. And so you got to understand the increases in future years for these companies in regards to capex is going to be very modest compared to what we've seen over the past few years, right? And then if there's a black swan event that happens in the next few years, that could that could definitely exacerbate the spend in terms of pullbacks in quite a significant way, right? Because you have black swan event, credit titans, people don't want to take out as much debt. big tech companies say we got to pull back. Revenue is not as strong at that particular time. It's a whole cycle that has to go through. Okay. So, that's just something to keep in mind. So, it'd be beautiful if like I don't know Meta could spend like, you know, as an AMD shareholder, if you're an Nvidia shareholder, if you own Broadcom, whoever, right? It' be beautiful if Meta could spend $140 billion on capex this year and then 240 next year and 340 the next year and 640 the next year. That's no that's just that's not mathematically possible. Okay? And so just something to kind of keep in mind there and it is what it is, right? And so there will be a bad crash cycle that will happen and it's going to be before once again the crash cycle will already start it way before revenue and earnings per share have start to go down. So that's just something to kind of keep in mind there. It's just math and that's the thing. Sometimes in the market it's easy. It just comes back to math, right? And so, you know, if Meta and Amazon and all these companies weren't spending so crazy already, then there would be a strong case you could make like, oh, we still got a long way to go. But since they're already spending so out of control, it is what it is. Okay. Now, you look at a stock that's going through this cycle right now. It's Palanteer, right? Palanteer, the numbers have just gotten nothing but better. The numbers are unreal. The NASDAQ is all-time highs. And look at Palanteer stock. You know, that stock topped at 200 plus last year. And over the last, we can call it six to nine months, it's just gone down. It's in a crash cycle while the numbers are just getting better and better and better. And why the NASDAQ's at all-time highs and so what happens when revenue growth rates aren't going up as fast for Palanteer? What happens when the NASDAQ's not hitting all-time high after all-time high after alltime high? Where's that stock going to be? If it can only be at a 134 in this environment, what happens when the numbers look not as good as they look right now? What happens when the NASDAQ can't just keep hitting all-time highs every day, right? You know, and so that's Palenteer is already going through that one to two-year time frame of just like a vicious down cycle, right? So, just something to keep in mind there. And AMD is going to have that day. It's not right now, but it will eventually have that day. Might be a year from now, might be two years from now when it starts, but it will eventually come. It's just not right now, right? Okay. Next up here, let's talk about some great money-making opportunities in the market. There's quite a few of them and they're all in different spaces. That's a beautiful thing. They're all different areas, different spaces, things like that. Okay, first one up here, Nike. This one on a one-mon basis is up about 7.4%. You know, with obviously things coming down with Iran situation, Nike's already clearly shown to me that the stock has bottomed and it's just starting to head up. And when you got to understand when you're talking about a turnaround play, which Nike is a turnaround play, right? the initial move up and I think the stock bottomed I think it was 39 now it's at 45 right that's kind of a a slower move but then once you throw a little fuel on that so some numbers come out some more encouraging things next thing you know encouraging conference call investor presentation the stock rallies quick after that so it's like that initial okay we bottom then we're heading up but it's kind of like a gradual little move and then next thing you know you can see that stock go from 40 to 70 and it happens quick And um so that's just something to keep in mind here. You can look at Estee Lauder. Estee Lauder is a good example. And Estee Lauder, very similar situation with Nike, turnaround play, great brand, right? But with Estee Lauder, that stock bottoms in the 40s back around Liberation Day last year. And then it starts to slowly grind up and then boom, takes a big rip higher, right? And uh now Estee Lauder is like $90 a share or somewhere around there. And so do keep that in mind with Nike. By the way, I got a interesting Nike related story to tell you. My four-year-old, he was sitting in my lap earlier. You know, we were looking at the computer screens. I had thousandx open my dopamine watch list here and um he looks at all these all the logos and there's one logo. One logo he recognized, right? He goes Nike. Nike, right? And I just like that's brand power. Like you think about all these. He didn't know any of these other logos, but that one he saw that logo. He go Nike. Right? And uh I kept scrolling down to see if he knew any more. and he saw Coca-Cola and he didn't know it was Coca-Cola. He just goes soda and he saw Domino's and he didn't know Domino's but he said pizza, right? So he knew he like associate that with pizza and he associated this one with soda and then um he did know Starbucks. He saw that one and he goes Starbucks and then he did know this one we see the Texas Roadhouse a lot, right? He goes uh Texas Roadhouse and then McDonald's he calls it, right? And so, um, you know, anyways, this is always interesting to know like how much brand power company has. Ask a four-year-old. And if a four-year-old knows a brand, that's something that brand's probably doing pretty correct, right? Next stock up here. Look at Elf climbing back on the shelf. When are they going to start to recognize, right? This baby's done a 30 piece in 10 days. 30 piece in 10 days. 30% plus the stock has gone up in 10 days. Not 10 trading days, just 10 days in general. What a move. That's a mover and a groover for ELF. Unbelievable right? Absolutely unbelievable. And so ELF is definitely one that sets up very well here. And uh yeah, people have been taking that one for granted. Another one, Celsius. Celsius holdings. You know, this one hasn't started to run yet, but I've been looking at some of the data that's come out, Neielson data and whatnot. Celsius including alawning new volumes up 11.9% with a 2% average price gain for 4 weeks through May 16th. This was the latest numbers out here. That's down from 19% gain for 12 weeks. Right? So that might be depressing the stock. Alani new volume was up 46.5% with 5.2% average price increase for 4 weeks. You look at Red Bull volume was up 1.2% 8% average price decrease for 4 weeks. That's interesting, right? Uh Monster, not including Vang volume's up 3% with a 4.2% average price increase. So Monster is actually taking pricing right now. Monster Zero Sugar brand uh volume shot up 40%. Juice Monster was up 42%. So those are really strong for Monster. Some might look at those as more competitors to Celsius. So do keep that in mind. Right. Energy drink category volume grew 6.2% with a 8% average price increase. So that's good. You want to see healthy growth for the energy drink category overall if you want to be invested into Monster or into Celsius. Right? Now, if you compare that to something like soda, right? Look at this. Curig Dr. Pepper volumes off 1.2%. Look at Pepsi volume down 5%. Coca-Cola volume down 1.2%. Carbonated soft drink volume down 1.7%. That's not something you want to see. If I saw that in energy drinks, I would not be good, right? And so just keep in mind like what a healthy category looks like with energy drinks versus an unhealthy category of you know shrinking volumes there. Obviously for the soda category right now a stock that's not as much of an opportunity. It hurts me. It hurts me to say it. Oh does it hurt me. But Cheesecake's not as much of an opportunity because the stock has just been running and gunning. 39% plus year-to- date gain on on Cheesecake. We're not even halfway through the year, right? I mean just running. But it's created a situation where cake is still a buy, but it's not as good of a buy as it was. Right? So if we look at my base case for Cheesecake Factory, I have 7% revenue growth on average, 9% net income growth on average, 22 to 27 PE on the stock, right? And so the Kaggar is kind of 14% to 20% over the next few years. So it's still good. It's still a good It's still an attractive riskreward profile for for Cheesecake, but it's not nearly as attractive as it was previously because the stock has just been running, right? And the other thing that's kind of stinks is Cheese Cheesecake Factory. If you're buying the stock now, the dividend yield you're getting is much less, right? Only 1.6%. When I first started buying cake stock, I was getting a 3% plus dividend yield. So I looked at the stock, I'm like, I'm getting a 3% plus dividend yield. So a little under what you can get in treasuries, but not that far under, right? And additionally, I'm going to get crazy capital appreciation. I'm like, this is very, very attractive. And that's why I started buying that stock when it was in the 30s, right? Oh, my camera went crazy there. Now, as far as stocks like Service Now and CRM, those stocks are buys and they've got great long-term opportunities, but those ones might make more of a move in like 27 or 28. Okay, so just something to keep in mind there. We'll see what happens, but it's going to I think those stocks will see momentum when the chip cycle loses momentum. So I think we'll see what's a big rotation to companies that will be beneficiaries of all this chip spend like Service Now and Salesforce versus right now they're kind of seen as like no one wants to be in those stocks right but eventually the momentum in AMD Micron you know Broadcom SanDisk all these stocks will eventually end I you know once again to predict exactly when that is 3 months from now 6 months from now 9 months from now 12 months from now 18 months from now 24 months from now brutal to try to pick exactly when the momentum is going to stop and it's going to start to fade and then money moves elsewhere, right? But I am of the belief when the money does move elsewhere, you're going to see a lot of it go into these sorts of stocks that are going to be huge winners in the Agentic Revolution, which is a lot of what the spend also comes back to, right? Another one might be a boring stock, but man is this one a money maker. American Express. American Express 3% plus mover here today. Stock still down about 10% year to date. It's a great opportunity in a company that who's going to disrupt them, you know, like people keep using credit cards and are going to keep using credit cards for years or decades to go in the future, right? It just doesn't it doesn't make sense not to. And people pay to use American Express credit cards. I personally pay to use American Express credit cards because we get so many things back with those credit cards. So, it makes the most sense to do our financial transactions with American Express cards. So, like we have the gold card, we have the platinum card. Like, it makes sense to pay because what we pay ends up like it ends up being a benefit to us. And so for big spenders especially like you have to have American Express credit cards and you know that's just the one you got to have. You like it's it's the most consistent credit card you got to have and so it's might be seen as a boring company but it's a money maker. Remember this also is a div dividend payer. But look at you know based upon my modest projections for American Express of 8% revenue growth on average and 12% net income growth on average right 17% net income margins come 2030 28 to 33 PE which I think is very fair for a company like AAX given the consistency of the business model. We're talking about I'm going to get a 20% plus Kagar probably more toward 25%. I mean, this stock should smash the stock market in general over the next few years. And so, American Express remains a great opportunity right now. If you want to go big tech, there's some great opportunities out there like Meta, like Amazon, but don't get hyped off of any short-term stock price moves for these stocks. The issue you have with both these stocks, they're spending fortunes of money, okay? That's going to hit depreciation bad over the next few years. Bad. And the issue is they're not going to stop spending in the short term. So they got it's going to get worse before it gets better in regards to depreciation of all these chips, which is going to hurt earnings per share for the next several years. And so it's going to come to a head eventually. So stocks like Meta and stocks like Amazon, it's a great 10-year opportunity, but if you're hoping it goes up in the next 6 to 12 months, like it might, but just don't count on it. Like I'm I'm Meta and Amazon are big positions for me. I don't expect anything from those stock prices over the next year. Nothing. I don't expect one percentage of gains and I even see a scenario where if the market got ugly, Meta goes into the 300s and Amazon goes under 200 if the market really got ugly. So, just keep in mind like, you know, could they go on on a great run? It's possible in the short term, but I'm not counting on it. Those are those are great 10-year opportunities, but if you're just betting on them for the next 12 months, you know, it's a complete gamble. You know, it's a complete coin flip on if those stocks are going up or down in the next 12 months because of the amount of spend. And people aren't going to feel really comfortable buying those stocks and can tell the spend chills, right? All righty, ladies and gentlemen. There's a lot going on. What's going on in Ryan? What's going on with oil price? What's going on with the Fed? Blah blah blah. Focus on long-term. The rest is here today, gone tomorrow. Okay? Focus on long-term. Build your portfolio. Build your wealth. Keep rolling. Right? Once again, if you're looking to join my private stock group applications, we're going to stop accepting applications. join the private group on June 26th. Okay? So, that is your last moment to join us in there. And once you join us in there, we'll send you your steel membership cards, a private group card, send you your 1000X card to your house as well. We'll send you your lifetime membership card, the black card if you join us on a lifetime basis. And then we'll send you your beautiful Oh, the 1000X box. Oh, it's so unbelievable. But that's when you join us in there. Okay, that will be the pinned comment down there. Much love and have a great