Missed NVIDIA? These 3 Stocks Could Be Your Second Chance

Missed NVIDIA? These 3 Stocks Could Be Your Second Chance

Analisado Ver no YouTube Solicitado Em
Retorno do vídeo
—
Chamadas
1
Compra / Venda
1 0
Publicado

Recomendações

Entrada é o preço de fechamento do ativo na data de publicação. Atual é o último fechamento registrado.

  1. NVDA NASDAQ COMPRAR +0,00%
    Entrada $237,47 07 out 2026
    Atual $237,47 07 out 2026
    Resultado +$0,00
    vs. índice +0,0% SPY +0,0% no mesmo período
    Contexto da transcrição original
    …f us that we really should be holding for the next 10 years. Now, think about it. When Nvidia dropped 50% in 2022, everybody sold. When their friends said it was oversold, they sold. in 2024 when the stock was $83. I was telling everybody, you got to buy Nvidia right now. You you you can't not be serious about the future of America and the future of the stock market and building wealth and not own Nvidia right now. Nobody listen. And I want to give you some numbers. I want you to get some context that you n…

    you got to buy Nvidia right now.

    Contexto extraído por IA in 2024 when the stock was $83. I was telling everybody, you got to buy Nvidia right now. You you you can't not be serious about the future of America and the future of the stock market and building wealth and not own Nvidia right now. Nobody listen.

Transcrição Completa
We already know Nvidia is the king of AI, but the company almost being worth $6 trillion is insane. Think about this number for a second. $10,000 invested in Nvidia 10 years ago would now be worth $1.37 million. Not 10,000, not $200,000 at 1 37 million. Now, here's the question nobody is asking, right? And the reason why I made this video is this because what are the Nvidias that we are missing out on now? Because here's what I do know. In the world we live in today, nobody talks about investing for the long term. Everybody wants to get rich tomorrow. And we forget that there are some phenomenal companies ahead of us. And I don't want to talk about three of them today that are ahead of us that we really should be holding for the next 10 years. Now, think about it. When Nvidia dropped 50% in 2022, everybody sold. When their friends said it was oversold, they sold. in 2024 when the stock was $83. I was telling everybody, you got to buy Nvidia right now. You you you can't not be serious about the future of America and the future of the stock market and building wealth and not own Nvidia right now. Nobody listen. And I want to give you some numbers. I want you to get some context that you need because you need to be investing a whole for the long term. Let's break it down. So, the first company I want you to think about is SpaceX. Now, before I get any further, make sure you like and subscribe and share us, man. has helped us get to 2,000 likes. Um, so we can get in the algorithm. So, let's go. The first company I want to talk about is SpaceX. The ticker symbol is SPCX, right? And it's on the NASDAQ. And now I want you to think about this, right? You already missed the IPO. That's cool. It's okay. It's no big deal. When the stock fell about $108, I bought 100 300 shares for myself. I bought 300 shares for my daughter. But let's think about it because most people think they know what SpaceX is and they really just don't know. It's not just a rocket company. So I want to break that down so you actually understand what they doing. So they have the launching business. So SpaceX controls about 60% of the global commercial launch market. Now they made rockets reusable, which sounds simple, but if you don't understand it, you don't understand how revolutionary that this really really is. Because before SpaceX, every rocket was once used and then thrown away. So billions of dollars going down the drain. Well, SpaceX revolutionized the game. They realized that if we can use reusable rockets, then that would save a lot of companies more money and then we will become the king of this game. And so they have flown the same booster over 20 times. They bought rocket launch cost down by 600,000 per kilogram to under $3,000. Now think about that. If a company was paying $60,000 per kilogram of a rocket and now they bringing down to $3,000, who do you think wins that battle? More people going to reuse rockets. So they revolutionary in that aspect of it. The next part of it is they got the Starlink business. Now this I truly think is the part of the business that's freaking amazing, right? Because you get on an airplane right now. I was just on Delta and guess what they use? Starlink, right? And so Starlink is the recurring revenue model of the business. So Starlink which I believe is the real story and this is what justifies the valuation if you want to think about it right Starlink has 12 million subscribers in one year the subscribers doubled now Starling generated about 11.4 billion in revenue in 2025 and 11.4 billion by the end of 2026. So forecast are expecting this to be about 16 million subscribers. So that's crazy. and probably do about 20 billion in Starlink revenue alone and by 2028 50 million subscribers which could potentially be up to about 40 billion in revenue alone. So just think from Starlink alone the company going to go crazy. Think about this. Let's put it in perspective. Netflix has about 300 million subscribers and generates about I don't know 39 billion in annual revenue. Starlink with 12 million subscribers today does about 11 billion in revenue and they are growing and they're going to double that. So imagine 4 billion people in the world who don't have access to reliable internet. Imagine what happens when they start using Starlink as well. The total addressable market means everybody they can get to well that's going to make it easy cuz now you giving people who don't have access to the internet access to the internet. So think about this. SpaceX full guidance for 2025 was 18 billion. 2026 projections came up to 22 to 30 billion. IPO launch it was about 1.7 trillion. It's now a $2 trillion company. So I want you to think about this. They got government contracts up to 2030 at about 15.4 billion. So that's just saying right now like Starlink is actually the golden crown of this entire business of what we know as SpaceX. Now, I will say that there's a real aggressive evaluation that it's trading at right now. It's trading at about 73 times the revenue that it's made, which is way more than Nvidia, which is now a $6 trillion company. It's only trading at 25 times the revenue. So, SpaceX is probably priced at a premium price. But, I mean, why not hold it for 10 years? When the markets get scared, high valuation stocks like SpaceX will get sold off, which means you get to buy it at a discount. But why keep waiting for a crash to buy? You mean you're missing out on profits. And I think that's what goes wrong with this world today. Right now, we always missing. And so the P is not to just, oh, I missed it at IPO. Stock went from 108 at the low to 167 and growing. So I don't know. The second company I want to talk about is Bloom Energy, ticker symbol BE. Now this company is real interesting because it's less sexy than SpaceX, right? And you're not going to see it on the news all the time. You're not going to hear people talking about it all the time in a barber shop, but it's extraordinary company. Let's look at the numbers before I tell you about it, right? But let's walk through what BE does first. So, it builds what's called fuel cells. And you may not know what that is, but I'm going to make it sound easy cuz most of the time people make it sound real complicated. So, let's make it simple. An AI data center needs electricity and a lot of it. And the demand for AI data center is so extreme right now. Well, the regular power grid that America uses just can't handle it. And so you think about your house and everything else we need. And then you talk about all these egg electricity that data centers are using. That's crazy. Well, sometimes you need companies like Ble, which is Bloom Energy. They solve the problem. They build what's called onsite power generating systems. And it's like many power plants that sit right next to the data center and generate electricity directly to the location. No grid is required. No waiting for utility companies. No downtime. No power and Oracle data. No waiting 55 days. The grid can't handle that. And so the number that they going to make is just unprecedented because we know they not slowing down with AI. Now think about this. 2025 they did about 2.2 billion in revenue. That's up 25%. But watch this. In 2026 they already doing record-breaking numbers. And we not even finished. Fully year guidance is at 3.2 billion. They done shifted that to 4.2 billion. That represents 100% revenue growth midyear. That's insane. The backlog already sitting on 20 billion and at least $6 billion in products to back up alone. That's up another two and a half% in a year. They just got to deliver it. Now, that doesn't count deals that they have with Oracle. That doesn't count deals they have with Microsoft. It doesn't do count deals they had with Nebulus, which is one of the largest AI cloud companies and about a $25 billion financing agreement. So, this company is definitely going to kill it. Not to mention, they got added to the S&P 500 uh last month. And so, the company has been killing it since then. The S&P is tracked by trillions of dollars of index funds and things like that. So, it forced people to buy it. And so now it's going to get a boost from things like that. That's called mechanical buying pressure. But here's what I want you to own. The S&P by itself in addition is not the story. It's the recognition that the company is there. The story is $4 billion in revenue in 2026. The story is $10 billion in projected revenue by 2029. The story is $20 billion in backlog of AI data. That's the story that we got to stick to. That is why I think BE is one of these companies that we should own. at least for the next 10 years. Now, let me talk about the third company that I want you to talk about and listen to. And it's none other than Mike right now. Now, before I get into this company, I do want to say something to y'all right quick. Hey man, listen. If you are looking for a way to navigate this market, I want you to come join our Patreon community. We do two stocks a week that's called lottery picks, where we break these stocks down for you and I give you stock prices based on enterprise value and discount value so you know what they're worth. and I'll give you full stock prices that you could be looking to get at and prices I'll be looking to get at. Also, you'll be able to get and get in any trade that I'm in. So, I make trades, you get in them, and I walk you through why I get them. I walk through what I see. I walk you through losses and we win and lose to guy. I'm not going to act like we 100 and 0. But we win more than we lose. And we more than anything, my goal is to teach you how to create a system to learn how to trade and navigate these markets. But also when you're looking at the lottery picks, you also can learn how to find great companies. If you're in our top tier, you also get a charting class and a trade audit class once a month and you get a Q&A and those help you look at trades you're in. We do a charting class together and also any questions you have about the market. So if you want to join that, click the link below. It's in the description. It's your boy the Wall Street Trap and I want to see you in a trap. I want you to be a certified money printer. Salute. Micron has become phenomenal because it's a company that everybody knows about right now, but I think people just want to trade it. They don't understand how powerful it is. Well, Micron is a company that deals with what's called memory. And so, memory is essential for AI. Well, because all the stuff that we put in AI, AI has to remember it so they can answer us with speed, right? Because the numbers that we putting in there and the images and all of that that we putting in there, AI can't just think about it on its own. It needs a memory just like us. So Micron is one of three companies in the world that can make HBM high bandwidth memory. Samsung, SKH Highix, they're the other two companies that do it. Both of those are Korean companies. Now Micron is the only American company, but SKH is now on [sighs] the NASDAQ, right? So think about this. Fullyear guidance in 2026 was 133 billion. Think about that. 133 billion in fullear guidance. That's up 256% year-over-year. Their revenue went from 37 billion to 133 billion. This was the most dramatic jump I've ever seen in revenue in my life. The fullear earnings per share $752%. That's up 811% year-over-year. Do I got to keep telling y'all these numbers or do you understand what I'm talking about here? That means that for every $1 that Micron earns, they keep 81 cent of it. 81 cent, y'all. This is a company that we can't afford not to pay attention to. Then in Q1 guidance, they did 61 billion in revenue. The earnings per share was $38.15. The CEO said this. The most recent earnings call, we expect memory and storage demand to accelerate and get more expensive. What does that mean? That mean we going to make more money because there's more supply. There's more demand than there is supply. If there's more demand than there is supply for anything, you know what's happening. So think about this. So customers now are locking in years of memory in advance because they can't afford not to have memory. And Micron is investing 250 billion into two new campuses that make high bandwidth memory. Now, it's not a small bet for a company like that. This is a company telling you that they believe the demand is what's going to be enormous for the near future. Now, just to justify, Nvidia CEO said memory is going to be needed more now than ever. And that's is a man that is the head of AI is the king of AI. And so I think that we should be looking at companies that this man is telling us we need to look at. I think we need to learn how to hold companies, good companies for 10 years or longer. And one of the issues that we have as just people is America and social media has put us in a situation where we don't want to hold companies that long because we need money right now. And that's the ultimate downfall of everybody who really wants to be a millionaire or really build wealth in America. The reason why it's hard for you to build wealth in America is you feel like you need money right now. Owning Nvidia, $10,000 in Nvidia for 10 years turn to $1.37 million. What do you think happens if they hold it for another 10 years? What happens if you own one of these companies that's going to change the future of America for the next 10 years? And the reason why you can't do it because you want to buy a Louis bag or you want to buy something that ain't going to be beneficial to you in the long run. I want us to change the game on how we looking at owning money. The bet is that Micron is going to build everything that they need to help this memory keep expanding to the companies that's necessary and we can't do without it. These are the companies that we supposed to put our bread into. companies that the next generation of companies that's being built are dependent on. So like I said, SpaceX because the space economy is about to go crazy. And in 10 years from now, we're going to look back and hundred and something dollars for SpaceX going to be cheap. Companies like BE, we're going to look back, we going to realize that energy can't go without it. You're going to look back at companies like Micron when they start putting memory into these robots and everything that's coming. We going to realize I should have bought it in 2026. Should bought a Wall Street Trapper salute.

Comentários 0

Ainda não há comentários. Seja o primeiro a compartilhar sua opinião!