…ey're keeping a lot of the money. 22% of the money after they spend it all on their employees and investing on all of it. They still got high cash flow that's really, really good. What we like to see. Then, the PE is 19. The four PE is 18. Fam, that's great. I would buy it right now. The stock I would buy that literally right now in the low 60s. If you're looking to load up on a long-term banger, Netflix right now is in a great, great spot. They just got to figure it out with better news going into the future, but the fundamentally, they already got it. Next, AMD, Advanced Micro Devices. If you are a gamer, you might have heard that the PlayStation is made out of AMD chips. I…
Fam, that's great. I would buy it right now. The stock I would buy that literally right now in the low 60s. If you're looking to load up on a long-term banger, Netflix right now is in a great, great spot.
Contexto extraído por IA
Now, let's look at Netflix for a second. They beat their earnings on a profit, but this is what happened. They cut the revenue forecast, right? They said that the revenue isn't going to grow at the same rate that it was going to grow. But, when you look at all of the fundamentals of this company, they got the free cash flow. They're keeping a lot of the money. 22% of the money after they spend it all on their employees and investing on all of it. They still got high cash flow that's really, really good. What we like to see. Then, the PE is 19. The four PE is 18. Fam, that's great. I would buy it right now. The stock I would buy that literally right now in the low 60s. If you're looking to load up on a long-term banger, Netflix right now is in a great, great spot. They just got to figure it out with better news going into the future, but the fundamentally, they already got it.
Transcrição Completa
we're looking at SpaceX, AMD, Nvidia, and Netflix. If you appreciate hearing the stocks in the very beginning of the video, put a one in the chat so I know who I'm doing this for. What's crazy and let's start off with SpaceX. I had seen somebody in one of the comments on something that Elon Musk had posted and this got to be the most ignorant comment I've ever seen. And remember, I've been doing this YouTube thing since like 2019. So, to hear me say this is the most ignorant comment, come on, dog. So, dude said this and I want y'all to just understand the difference between being a consumer and being an investor. A consumer is somebody who they think all of their dollars are just for buying things. They never think that their dollars are for really going to work and making some money. Listen to this. And if you got kids at home, just sit them to the side for a second. If you got a soft heart, just stay still for 1 second and I got to share this one. Dude said this and his name is Dylan. That's kind of a common name, right? So, I don't feel like I'm blasting nobody. He said, "Honestly, I don't even need to be rich. Reasonable, right? Okay, maybe not rich. Honestly, I don't even need to be rich. Trying to get rich and staying rich is way too much of a challenge. I'd rather just play PS5 and get head and try to hit my gamble parlay for a life-changing amount." This got to be a troll. I I can't believe people are posting stuff like this online. When I seen that you don't want to get rich, you just want to engage in certain activities, play video games all day, and then gamble. Family, people really think like this? Why am I bringing this to your attention? Because these are the people who are online. These are the people who are your competition. And when the competition is moving like this, it's going to be easy to get 10 steps ahead of them because they're so distracted by the world. So, I want to just put the mighty word on you and then move forward. This is Proverbs 16:3. Give your work to the Lord and your plans will succeed. The first banger on the list is SpaceX and like I said, they made $14 billion. Elon said they're going to make between 500 and a trillion dollars. 500 billion to a trillion dollars in the years to come. Even if he's half wrong or a quarter wrong, that would be a crazy amount of money coming into SpaceX and they just recently said that they want to give every single child one share. I don't care if it's a write-off for Elon. I don't care if he's doing it so he could just say he saved somebody family. Understand me on this. Billionaires, trillionaires, they're always going to figure out a way to win. You got to think to yourself, if you are getting something out of this, how could you get value out of it? You could sell it immediately and do whatever you want it to invest into or have your kid hold on to it and see if Elon Musk is really going to turn himself into not just a trillionaire, but a hundred trillionaire is what he's really aiming for, believe it or not. So, pay attention to what's going on in this world. >> [snorts] >> SpaceX, their Starlink revenue. These are the satellites which they have more of those satellites in the space in the atmosphere than any other companies of all time. They beat their revenue head over fist. And Elon Musk said that he's interested in merging Tesla, his car company, with SpaceX, his space company, but the shareholders might be in the way. So, don't think that it's a guarantee. When you look at the fundamentals, I always tell you, the fundamentals of a company show you when and why you should buy something. The PE, the price to earnings, on SpaceX is currently not available. They're not making any money, they're not profitable, but the forward PE is 72. That's a crazy jump. Still expensive, but it's showing you that it's trying to get in range to actually be worth what you have to pay to get into the stock. And they have a path to profitability. It's saying that their debt is like 22%, not 50 like they got their credit card maxed out, but the free cash flow is the Achilles' heel of this company. They're spending way more money than they are actually bringing in, but they're trying to grow the company and it's largely because they got the richest person on paper, Elon Musk, backing them fully. So, it's very unlikely that they would just run out of money and this won't work cuz who they got backing them. Hope that makes sense to you. So, looking at this one, a lot of people are trying to buy this in the mid 100s right now and if it dips closer to the low 100s, they're really scooping it up there. If it fell under 100, that's when people would be putting a stop loss on that. So, just be mindful of that. What people are doing is dollar cost averaging slowly into this. The next one, and I want to highly encourage you, if you missed out on the trading live today, this is your chance. You got two days to get into the next live trading session. We took a spy call, we ran it up 40% and some people stayed in it and ran it up even crazier than that, hundreds of percent that this call option went up that I do live with you on Zoom. And I'm personally considering doing a class, not even a class, but a lesson on what KGU is and just showing you it for free. So, let me know if you're interested in that. What I'll do is this. Go to the join KGU link, it's going to be in the top of the description. And then what you're going to see is this. You're going to see, when you get on there, it's going to say newsletter. Right? It's going to say newsletter. Put your email into that and then I'm going to send out a Zoom link so that you could join. So, when I'm ready to do the Zoom link and just show you what KGU is for free, you'll be in it because you'll be on a newsletter. So, go ahead and do that. If you are not on that newsletter, I'm going to pin it to the top of the comments. Go ahead and do that right now because we just jumped into an Nvidia call and you missed that one. Nvidia just ran up like $6, $7 in the after market. So then, we are looking to make a lot of money with that. Now, Netflix is one that if I get kicked out, I want to jump in. So, if you missed it, then you want to see when we jump back in. You got to be ready for these things. So, the link is in the top of the description. You can either join KGU now or you can get in on the newsletter and I'm going to send out the link to show you what it is. I know a lot of y'all want to see what it is. So, I got you. Now, let's look at Netflix for a second. They beat their earnings on a profit, but this is what happened. They cut the revenue forecast, right? They said that the revenue isn't going to grow at the same rate that it was going to grow. But, when you look at all of the fundamentals of this company, they got the free cash flow. They're keeping a lot of the money. 22% of the money after they spend it all on their employees and investing on all of it. They still got high cash flow that's really, really good. What we like to see. Then, the PE is 19. The four PE is 18. Fam, that's great. I would buy it right now. The stock I would buy that literally right now in the low 60s. If you're looking to load up on a long-term banger, Netflix right now is in a great, great spot. They just got to figure it out with better news going into the future, but the fundamentally, they already got it. Next, AMD, Advanced Micro Devices. If you are a gamer, you might have heard that the PlayStation is made out of AMD chips. It's literally a AMD chip with all of the PlayStation wrapping around it. So, why is this important? They're talking about not the PlayStation 5, but the next one, which is the PlayStation 6. And they're saying insiders that the memory and storage on the PlayStation is going to cost almost $700 alone, just the memory. So, this is going to push the PlayStation over the $1,000 mark, potentially to 1,500 or $1,600 for just the base model of the PlayStation 6 because the memory cards cost so much. Why do memory cost so much? Because they're battling with all of the AI called ChatGPT, Muse, every single one of them, Grok, because those data centers need the memory chips, too. And they need a lot of them. So, now if Sony needs them, they got to compete with all of those big dogs who are way bigger than Sony on the same memory. So, [snorts] when we look at things like this, if you're a consumer, you're like, "Man, man, these PlayStation 6 about to cost $1,600. What's up with that?" But if you're an investor in AMD, you see this as a huge opportunity. AMD, their current PE is 136, family, that's nuts. But the forward PE is 33, which is way more reasonable. They barely got any debt, and their free cash flow is off the chain at 20. Now, this one could fall, worst-case scenario, people are putting their stop losses in the 300s if it was to fall even more than it did. It's currently at the very top of my buy zone. It's at the very top. My buy zone is between 397 and 539. So, it's at the top of the buy zone right now, but if you dollar cost averaging like I've been doing with AMD over the years, that's how you're going to be able to win with this one long-term. Then, Nvidia is an absolute steal when you see it in the low 200s or even in the 190s. So, we got to look out for that. So, I love you. I appreciate y'all. I'm going to get on out of here. And again, get on that newsletter if you want to be a part of me showing you what KGU is for free. I didn't put it together, but you're going to have the time to go and fill that out so that I can say, "Okay, boom. I'm going to get on a live. I see that I got a group of people who are eager to take their investing to the next level and want to actually see what KGU is all about." So, we'll do that for like, let's call it 30 minutes. We'll carve out 30 minutes. I'll get on Zoom straight up live with you. You can ask me questions on there and I'll give you a walk-through of what KGU is cuz you probably never seen it, but you've been hearing how we've been killing it over there. So, I love y'all. I appreciate y'all and I'll see you in the next one. Leave a Bible verse in the chat. You know I like to come read those. Y'all been putting me up on some of the heat. But, I love y'all. See you in the next one and let's do the thumbnail. Right, I don't know what emotion I got to show. Right, am I am I happy today? Am I Yeah, that's probably good, right? I got y'all. See you in the next one. Take care.
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