My Warning to All Investors‼️
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Status
Analyzed
Requested On
June 24, 2026 at 06:00 AM
Overall Performance
+7.80%
Recommendations
PLTR
BUY
""You can pick up shares with Palanteer at 116, right?""
Context: “You can pick up shares with Palanteer at 116, right? … You have to buy when it's uncomfortable.”
Price on publish date: $116.70
Last day closing price: $129.04
(Jul 10, 2026)
Profit/Loss:
+$12.34
(+10.57%)
META
BUY
""This is one of those stocks you buy, you hold, you buy more shares, you throw it in the filing cabinet, and you got to be patient with this one.""
Context: “...be patient with the stock. Okay? This is one of those stocks you buy, you hold, you buy more shares...”
Price on publish date: $562.20
Last day closing price: $631.48
(Jul 10, 2026)
Profit/Loss:
+$69.28
(+12.32%)
META
BUY
""Over the next 5 years, I think the best deal is Meta.""
Context: “...rank tech stocks by which ones are the best long-term buys... Over the next 5 years, I think the best deal is Meta.”
Price on publish date: $562.20
Last day closing price: $631.48
(Jul 10, 2026)
Profit/Loss:
+$69.28
(+12.32%)
CRM
BUY
""CRM Salesforce is next best deal in my personal opinion.""
Context: “CRM Salesforce is next best deal in my personal opinion...”
Price on publish date: $153.42
Last day closing price: $162.50
(Jul 10, 2026)
Profit/Loss:
+$9.08
(+5.92%)
AMZN
BUY
""Number three would be Amazon.""
Context: “Number three would be Amazon.”
Price on publish date: $234.11
Last day closing price: $247.04
(Jul 10, 2026)
Profit/Loss:
+$12.93
(+5.52%)
NFLX
BUY
""Netflix has emerged as a big opportunity now at this point in time.""
Context: “...that's Netflix. Netflix has emerged as a big opportunity now at this point in time.”
Price on publish date: $72.82
Last day closing price: $75.47
(Jul 10, 2026)
Profit/Loss:
+$2.65
(+3.64%)
NOW
BUY
""And I would say the be the fifth best opportunity from big tech is Service Now.""
Context: “...the fifth best opportunity from big tech is Service Now.”
Price on publish date: $95.94
Last day closing price: $109.92
(Jul 10, 2026)
Profit/Loss:
+$13.98
(+14.57%)
CELH
BUY
""I look at Celsius as one of those stocks... That's my number one favorite right now""
Context: “...I look at Celsius as one of those... That's my number one favorite right now...”
Price on publish date: $28.16
Last day closing price: $30.52
(Jul 10, 2026)
Profit/Loss:
+$2.36
(+8.38%)
ELF
BUY
""Number two from Nontech is E.L.F. Elf Beauty. Incredible opportunity for the next several years.""
Context: “Number two from Nontech is E.L.F. Elf Beauty. Incredible opportunity...”
Price on publish date: $63.49
Last day closing price: $75.76
(Jul 10, 2026)
Profit/Loss:
+$12.27
(+19.33%)
SOFI
BUY
""The number three is SoFi. What an incredible opportunity SoFi is.""
Context: “The number three is SoFi. What an incredible opportunity SoFi is.”
Price on publish date: $17.29
Last day closing price: $18.62
(Jul 10, 2026)
Profit/Loss:
+$1.33
(+7.69%)
RVLV
BUY
""Revolve RVLV... That's a great opportunity.""
Context: “Revolve RVLV... That's a great opportunity.”
Price on publish date: $21.15
Last day closing price: $22.18
(Jul 09, 2026)
Profit/Loss:
+$1.03
(+4.87%)
NKE
BUY
""Nike is next up here. fifth best.""
Context: “Nike is next up here. fifth best.”
Price on publish date: $42.38
Last day closing price: $42.78
(Jul 10, 2026)
Profit/Loss:
+$0.40
(+0.94%)
CAKE
BUY
""Cake's still an opportunity... But that stock will continue to rise for years to go in the future.""
Context: “Cake's still an opportunity... But that stock will continue to rise for years to go in the future.”
Price on publish date: $77.05
Last day closing price: $78.42
(Jul 10, 2026)
Profit/Loss:
+$1.37
(+1.78%)
Full Transcript
You are investing in one of the strangest times in modern times in the stock market. An incredible time with unbelievable opportunities out there and there's a whole lot of opportunities and I hope you're able to take advantage of them. But they are very strange times. Looking at the South Korean stock market, look at this. This baby just dropped 10%. Think we'd be in a stock market crash. A 10% drop for an entire index, right? Look at a stock like Micron here today. down 13 plus% but the stock's up 750% over the past year. Strange times. Look at a stock like AMD. 6% move down here today. You think like, man, must been some bad news came out regarding AMD here today. No, no bad news. Nothing like that. 800 billion plus dollar market cap, right? 800 plus billion dollar market cap and a 6% move. That's just another day for a stock like AMD in this sort of market, right? Looking at a stock like Netflix, you can't find buyers for the stock, right? A stock like Netflix used to be seen as one of the safest stocks in the stock market and these like safe stocks, these safe tech stocks, right? You cannot find buyers for these, man. No one wants these flapjacks. Look at this stock down 41% over the past year. Look at Salesforce. Where the buy is at down 41% the past year. Look at Intuit stock 66% down the past year. into it with Turboax and QuickBooks and all their products like just no buyers for the stock. 66% down over the past year. Service Now, you can't find a buyer anywhere. 50% down over the past year. Where the buyers look at Meta. Meta was $700 plus at this time last year. And that stock just continues to flounder at $500 something dollars. Now, at this point in time, look at even the great Nvidia. Nvidia back in October of last year. October of last year was $22. Today the stock is $21. Isn't that fascinating? Look at Palunteers. Oh boy, the tears are flowing, right? I mean, at this point in time, the only people that have made money on Palunteer are really the people that bought years ago, like myself, right? And have been able to take great profits in the stock or holding the stock. But if you bought the stock anytime recently, you're down and you're in Chinatown now at this point in time, right? I mean, you know, this is this goes to show you like why you can't just wait till things are great with the company because if you bought Palanteer years ago when you know things were, let's call it very murky, you may like changing money on the stock. But if you waited until everything was great and everybody was talking about Palanteer a year ago, you're down significantly on your position now at this point in time. You can pick up shares with Palanteer at 116, right? And you know, let me just say this. You have to buy when it's uncomfortable. You want the big money, you want the mountain house, you got to buy when it feels uncomfortable. That's how you make the big money. And man, have I bought some time. I mean, heck, when I started in the stock markets during the great financial crisis, talk about an uncomfortable time to buy. And I think about all the craziness that has happened over since my 18 years of being in the stock market. A lot of uncomfortable times. A lot of stocks that were felt very uncomfortable to buy at that particular time. And man, did we do all right for ourselves, right? Okay. three core subjects we're going to speak about in this video here today. One is I got a major warning for all investors I need to give out there. It's actually three different warnings all combined into one. I'll explain that because a lot of people are going to miss out on so much money. A lot of people are going to cost themselves fortunes of money. I need to explain what's going on there. Okay. Two, we're talk about meta stock in this video. I thought I'd dedicate a portion of this video just to talk about meta stock and is that stock broken? And kind of what are my thoughts on Meta? Because everybody's looking at those stock like dude that stock was 700 plus a year ago. It's 500 something. The numbers are incredible, right? But the stock never goes up. So, what what's going on with Metastat? Three. Now, I want to talk about some Palunteer type opportunities in this market to buy now, right? Stocks that are beaten down, no one believes in, and are going to be incredible opportunities over this next several years. And I got a few of them out there. One thing, one thing all I need from you, if you haven't already done so, just please smash that like button, hit that little thumbs up icon if you have not already done so. And for every single person that's already done it, thank you so much for doing that. Okay. Also, make sure you're subscribed either to the channel. It is free to be subscribed here to the channel. Additionally, 3 days left to apply to join my private group. We are closing down to new members on June 26th. That's the last day to apply to join the private group. And um so yeah, if you want to join us in the private group, you freaking better get in there, man. Pin comment down there. That's access to all my course curriculums, access to the private Discord chat, thousandx.com, exclusive weekly videos from me. See all the moves I'm making in my big dog portfolios. It's amazing, man. It's a one-on-one experience. So once again, last day to apply is in 3 days. Okay. All righty, ladies and gentlemen, let's get rolling. Listen, my warning number one here, okay, is I'm seeing this from some individuals. They're saying the market's high. Let's get bearish, right? We don't need to buy stocks right now or let's short stocks right now. Those sorts of things, right? Okay, so this is already a huge mistake. Okay, so the Russell 3000, think of that as just as a stock market. Okay, the percentage of stocks that are within 10% of an all-time high is about 35%. Now, if you're in a usual bullish market, that's a very low number. 65%ish of stocks are down double-digit percentages from their highs. Double-digit percentages. 65%. Meaning, the simplest way I can put it to you, most stocks suck in this market. Most stocks are no bueno. No bueno in this market. most of them, the far majority of stocks right now. Additionally, to take this one step further, roughly half of stocks are down at least 20% from their highs. Think about that. Roughly half the stocks in the stock market are down more than 20% from their highs. Is that a stock market that is so high that's doing so amazing? Doesn't sound like it to me. Take it a step further. Nearly 40% of stocks are in disaster mode. Nearly 40% of stocks in the stock market, right, are down over 30% from their highs. Over 30%, that's a crash. So, we got roughly 40% of stocks in crash. We got roughly half of stocks in a pretty bare marketish, right? 20% plus down. That's not a market that's very high. To illustrate this, right? Typically, if you look at past bull markets, usually 70 to 80% of stocks are within 10%. Within 10% of their all-time highs when you're in a real bull market, a true bull market, right? We're at 35%. 35%. That's disastrous. And so, I can tell you this is not a normal bull market and this is not a strong bull market. This is incredibly weak. I'm talking spaghetti arms week. Okay, you need to understand this. Understand that we are not in a good market right now. You look at the S&P 500, you look at the NASDAQ and you're like, market looks great. Go beneath the surface and I can tell you this market is like if you looked at a car, let's imagine it was a Ferrari, okay? Looked at the Ferrari and the body looked amazing, but underneath there's like no engine inside the hood, right? So, you're looking at the body and you're like, "Man, this car looks amazing. I can't wait to drive this Ferrari, but meanwhile, there's there's literally the engine's gone. You know, you just can't see it because you're not looking beneath the hood, right? And that's how the stock market is. You just look at the S&P 500 and the NASDAQ price. You're like, man, this market's amazing. It's nearly at all-time highs. What an amazing market." Then you go beneath the hood and you realize this market ain't got no freaking flapjacks. There's no engine in this thing. It's a horrible market, right? So, that's the way I would put it to you like that. Okay, we are in what I would call a masked bare market right now, right? It's like a bare market in disguise. You just don't see it. It's like camouflaged in the forest right now, but it's there. It's there. Okay, listen. If you're making money and you're making a lot of money in this market over the past few years, you're pretty dang good at this. Cuz when I tell you, you know, the far majority of stocks, the far majority of stocks are doing horrible and you're making a lot of money. Bravo. you're doing something right. Okay, thumbs up to you. You're doing something right. When you we're when we go back into a market where 70 to 80% of stocks are within, you know, 10% of their all-time highs, anybody can make money in that market. That's easy peasy. That's a lemon squeezy. When we're in a market like this where it's few and far between and you're making a lot of money, good for you. Good for you. Okay, keep taking things up to another level and another level. Okay, warning number two. Listen, people feel there's no rush to buy beaten down stocks. Great beaten down stocks they might want to buy. They feel like there's no rush because they look at these stocks and they just kind of go lower and they kind of go lower. And so they're like, "What do I need to rush into anything right now?" Right? I got all the time in the world cuz I could probably get these stocks lower a month from now, 3 months from now, 6 months from now, or worst case in their mind, they're thinking like worst case, I can get it for like the same price as I'm getting right now, right? Hold your horses one flip and flapjack a moment. Okay, you look at a stock like Celsius. Let's say you're a big believer of Celsius. You think that's going to be a great company over the next 10, 20, 30 years, right? The next big drink giant. And you're looking at Celsius. It's gone down 34% over the past year. It's 28 bucks. The stock just goes lower and lower and lower. And so you're looking at sell like what's the rush? Why didn't you even buy it this week? I could buy it month from now probably at 25 or 3 months from now at 25 or you know same price 6 months from now. Things like that. Okay, listen. This is where you got to be very careful in this game. Okay, look at a stock like Celsius. January 2023 to January 2024. That stock went from 30 bucks to over 80 to over 80 in one year. Okay. So, if you think Celsius a year from now can't be 60 bucks or 80 bucks or 100 bucks, it can be. Okay. It can easily be that. And it doesn't need the market necessarily to go beast mode. If Celsius numbers are good, people start to believe in it more right? Margins start to uptick, earnings per share start to uptick, revenue comes in a little better than expectations, and you get out of this horrible kind of sentiment that's going around Celsius. you'll see a stock double or triple just over the next year. Doesn't mean it's going to happen, but it can easily happen. You don't have all the time in the world for a stock like that. A stock like ELF, let's say you believe in ELF so much, you think ELF's going to be a $200 stock, right? But you're looking at like, what's the rush? I mean, you buy ELF 63 right now, going to be 63 a month from now, 3 months from now, 6 months from now, right? There's no there's no rush to buy an ELF. I mean, look at the stock over the past year. It's down 45%. So, so what's the rush in a stock like that? Well, here's the rush in a stock like that. Just since uh June 5th, right, just a few weeks ago, I'm recording this video on June 23rd. Hello, main channel. Welcome. Look at this. The stock moved up nearly 30%. In like couple weeks, 30%, just like that. Can't think it can't go another 30%. Like that. It can. It absolutely can. Right. Look at ALF. This was back in 22, right? And the rise to two years later, this stock in a matter of two years span went from a $20 stock to $200. $20 to 200 in two years. It's incredible. And so with a stock like ELF, when that baby gets momentum again, and we could debate if it starts, well, you could actually make a strong debate that it's already starting to get momentum. a 30% move up in a few weeks. That's that might show you that there's some momentum starting to melt, right? But when this baby gets moving, it moves substantially. And that's to the upside and the downside. The downside moves are brutal with this stock, right? But when it goes on a run, oh, does it go on a run? This stock could touch a 150 next thing you know, and you're like, uh, how'd that just happen? Right? Look at stock like Nike. Nike, great historic company. You might think there's no rush. Stock's down about 29% over the past year. It's 42 bucks. You look at this one, it's like, ah, Nike ain't moving anywhere fast. This stock's going to be 42 bucks, 39 bucks, 45 bucks 6 months from now, right? Three months from now, a month from now. It's Nike. It's not a tech stock. Why would it move fast? Anything like that. Well, there's a stock named Estee Lauder that I own, E stock, right? Very similar situation. They're a company that's in turnaround mode. They just got a little ahead of Nike in regards to their turnaround, right? great historic brands that Estee Lauder owns, kind of like Nike, great historic brand, right? They had to make some tough decisions and cuts in their business several years ago. And then they started to turn it around, right? And look at what the stock did in about a 9-month span. Once that turnaround started, it went from a stock that was, you know, we can call it $40, $50 a share, well over to 100. The stock rallied 116% in 9 month span, the amount of time you'd have a baby, it went up 116%. So, if you don't think Nike can't go from 42 to 62 over the next 9 months, it could easily. Doesn't mean that for sure it's happening. But don't be surprised. Don't be shocked. Don't be like, "Whoa, what happened here? I If Nike went 62 over the next nine months, I would be shocked at all. If it went 82 over the next 6 months, I or nine months, I wouldn't be shocked at all." Oh, yeah. That's what happens with turnaround plays when they get moving, right? Non-investors assume they have forever to get in the market, right? They think, "What's the rush?" I don't have any rush, right? They don't understand compounding and how that works, right? So, you don't have forever to get in the market. You got to get in the market now. Get investing, take it more serious, get better and better at the game, right? And keep investing over the next 20, 30 years and keep building, keep building, keep growing, right? Investors, on the other hand, that are in the market, they assume they have forever to buy beaten down stocks, right? They think, I got all the time in the world. If it's a horrible company that has no long-term future, right? Sure, you got forever because the company's going to zero. Robert Dairo, last action hero. Okay. But for great companies that have great long-term prospects, you don't have forever. If you get a year, twoear span to buy those stocks, great. Be thankful for that. But don't assume like, you know, it's been going down for a year straight. It's been going down for two years straight. It's been going down for three years straight. Uh, I got plenty of time. It's not how it works. It's not how it works at all. Okay. Warning number three. Listen, very important. I see some people run into the popular stocks, right? They're out there looking. They're like, I'm going to go to whatever's popular, whatever's popping huge, right? And so SpaceX is a good example, right? SpaceX was the hot thing like a week ago, two weeks ago, whatever it was, right? And people are running to that, right? And I think SpaceX is already down 30% plus from its highs. Palanteer was that stock last year. Palanteer was running and gunning like crazy. Stock goes 200 plus. I mean, everybody was talking about it seemed like one of the most talked about stocks actually on CNBC at that particular time, right? Everybody couldn't get enough Palanteer and obviously we seen what's happened with Palunteer, right? Now, the popular stocks that everybody wants to run to or what? Memory stocks. I mean, look at memory stocks. They've gone absolutely insane, right? And so, that's now what is got everybody's attention, right? Now, you look at something like a SpaceX, right? Everybody was running to this. They don't even understand what they're buying with SpaceX. They're just like buying it because it's Elon Musk and it's exciting and they're flying rockets and oh my gosh, right? They don't even realize this company is not going to be profitable anytime soon. Anytime soon. Which makes us an insanely dangerous stock. Do not let the market cap fool you and think, "Oh, this is a safe stock. Oh, it's a Elon Musk. This is this is not this easy peasy lemon squeezy." No, no, no. unprofitable companies very dangerous to invest in. Okay SpaceX at the earliest would be profitable in 2029 or 2030, but that's earliest. No time soon. I would be I would expect SpaceX if they're going to get profitable be somewhat sometime in the 2030s. Okay, which means this will be a highly dangerous stock for years and a very tough stock to get sustainable gains in in terms of you know uh gets momentum traders play it something like that like who knows that that can always happen but for sustainable long-term gains in the stock over the next several years very difficult until you get close to profitability that's when people start actually the big money starts buying big money's not going to buy SpaceX anytime soon you know why other than maybe Ron Bar and Kath Wood, maybe somebody like that. But no big money is going to run to SpaceX anytime soon because they're not profitable. Big money starts to pay attention when you're going to flip to profitability. That's when they start piling in. And so in the meantime, you're going to have massive amounts of shares come on the market, right? That people are going to be able to sell out of over the next 6 months as those lockups expire. That's going to be a mess. And then you're going to have people realizing what they actually bought here and a bunch of people that didn't even realize what they bought here selling. I mean, that's going to be a messy, messy mess for a while, right? Now, you look at the memory stocks, right? People like, "Let me jump in these now." Right? They're the hot plays. They seem like the easy money other than today, right? Because they seem like they just go up and up and up. And it's like, "Okay, you're going to jump in a SanDisk now when it's up 4,000% over the past year. You going to jump in it now? Now, now's the time. Do you understand how these membership companies work?" No. You know, no, no, no. Like if you're going to jump in SanDisk now, no, because you would already been in SanDisk a long time ago, right? Look at a stock like Micron, you gonna jump in Micron now, up 777%. Right? And then you can say, well, maybe it's going to go 1500, maybe it's going to go to 2,000. It might, but that's a complete like gambling decision there, right? That's a complete like trader decision like, oh, maybe it's going to make this last harrah run to 1500 or 2,000 over the next 6 months, 9 months. If you've already been holding Micron for a long time, fair play, right? Ride it if you want to ride it. But if you want to jump in now, I mean, it's just like, you know, you're just throwing darts at a dart board. That's just a complete gamble. That's like me. I live in Vegas, right? You guys know I live in Vegas. That's like me going down and um, you know, going to the roulette wheel and it's been, you know, black so many times in a row and I'm like, it's gonna come up black again because it's been coming up black. Like it's a complete gamble, you know, and I could double my money like that. I go down there, right? High limit room win. Encore $1,000. Oh, it's been coming up black. I'm going to bet black cuz that's what's coming up. Boom. Oh, I I doubled it. Woo. Made my thousand into another thousand. I got $2,000 now, right? Okay. You know, oh, I'm so smart. I'm a genius, right? Listen, that's a complete gamble. And so when you look at a stock like Micron to jump in it now or SanDisk or any of these memory chip plays, you're way late to the game. Way way late to the game. It doesn't mean you can't make money, but I'm just like, you got to understand how these memory chip companies work. And I don't think a lot of people understand the cyclicality that comes with these businesses just because they see the numbers going so insane right now and they're they hear things like, well, memory demand is going to go higher and higher. Yeah, that's factual, but that doesn't mean these stock prices are going to go up and up forever and ever. That's not how it works with these companies, right? We have a lot of funny stuff going on out there. SpaceX2 trillion plus dollar market cap. I think the peak it got up to what 2.8 trillion or something crazy like that, right? I think it even overtook I think at the peak it overtook Microsoft for like the what fourth biggest company in the world, right? We got a lot of weird stuff going on. Even Tesla trading at this sort of valuation is very strange. We got these memory chip companies. I mean the 12th biggest market cap in the world right now is Samsung. The 13th biggest is Micron. Uh these feel like visitors some of these stocks, right? SK Heinix and other membership companies, the 14th biggest market cap in the world. Think about these, you know, in Samsung, you might say, well, they also sell phones and washers and dryers and stuff like that. Dude, that company's valued like that, not because they sell phones or washers and dryers. Is valued like that because they have a huge memory chip side of their business. That's why that's the 12th biggest company in the world right now. Okay? And so, think about this. These are memory chip companies. It's commodity and they're trading at higher valuations in Birkshire Hathaway, then Walmart, then JP Morgan Chase, the most successful financial institution in the world, then Visa, then Exon Mobile. I mean, heck, these companies are trading at double the valuation of an Exxon Mobile, biggest oil and gas giant in the world right? Something's out of whack. This is not sustainable. This is not normal. None of that. Okay? And so just understand you you want to go play the hot thing that's popular at that particular time, you better get your timing right and it better just be as a trade. And that's stupid to play stocks like that. The biggest mo the biggest money you're ever going to make is not trying to figure out if I can buy Micron at $1.2 trillion market cap and ride it to $2 trillion market cap before it crashes. That's not how you make the big money. The big identify Micron like a year ago, two years ago, how you make the big money. Same thing with an AMD. Same thing with all these stocks. That's where the big money's made at. And with cyclical businesses, I'm just telling you guys, I've owned them before. They're brutal when the down cycles happen. And the down cycles aren't short-term. It's not like, oh, I just got to go down on that stock for 6 months or 12 months. No, no, no. For cyclical companies that have a big rise, you end up with dead money or down money for years. I'm not talking months. I'm talking years. So you buy a stock like Micron, you write it to 1,700 and then it peaks, right? And then you keep holding on because the numbers are great because we know the numbers are going to be great for the next couple years. So it keeps you holding on, right? And then the down cycle comes and Micron goes a,000 and then Micron goes 700 and you're like, dude, what? Now I'm down huge in this position. I've been holding for several years. That's how it works with cyclical companies. And if you've got a lot of experience in the market, like some of us that have been in this game a long time to see these stocks come and go, you understand this. But meanwhile, other people will be like, "This time's different. This time's different." Because no, it's not. No, it's not. It always plays out the same. And so, you know, this is the issues I'm seeing out there and this is the warnings I want to give to people because people are going to end up in situations where they get in the wrong sorts of stocks for the next several years and they end up in some stocks that end up being dead money or down on their money for years to go in the future. Meanwhile, there's going to be other stocks that over the next several years go absolutely insane and go on ripper rallies and you make, you know, 100%, 200%, 300%, 500% on over the next 3, five years. Meanwhile, other people are going to get in stocks that they're going to be looking at 3 to 5 years from now and they're down on. That's how it happens. That's how it happens. Okay? So, I got to give all these warnings out there, very important ones, cuz people are I'm seeing different groups getting caught into different of those those traps right now and those warnings. And so, that's why I want to give all three in this video. And I hope what I just told you there hopefully saves you a lot of headaches and money over the next several years and hopefully puts you in a little better position. Okay, next up here, let's talk about Meta Stock and if this is a broken stock, then we'll talk about some Palunteer type opportunities in this market in my personal opinion. Okay, so this is a 2-year chart of Meta. And what do you see? You see a stock that's gone up 8%. 8% in 2 years from Meta with their numbers. You got to ask yourself, what's going on with the stock? Meta 8% in two years. Come on, man. So, is it the numbers? Well, it's not the numbers. The the revenue just continues to rise at a rapid clip. I mean, their revenue growth recently has been among the best revenue growth we've seen in years and years and years. It's incredible the way that company's grown revenue right now. So, they certainly don't have a revenue problem and not expected to have a revenue problem. Right? The margins are strong for Meta as well. Right now, they've had a they had a kind of big one tax uh one-off kind of like tax expense that hit them, right? But overall, the earnings per share trend is very good, right? The free cash flow is okay. The operating cash flow looks amazing. The operating income looks amazing for Meta, right? The shareholder equity looks amazing for Meta. Like never better, right? Shares outstanding coming down. If anything, that looks good, right? They also issued a dividend. I forgot about the dividend. They issued what was that a year ago or so now at this point in time. So they're technically a dividend paying stock, right? Then you say, okay, maybe it's valuation. Maybe valuation is why the stock has only gone up uh whatever percent 8% over the past two years. But this is where you come to the conclusion this is a broken stock. I mean the trillion 12 month P is on is 20. The 4P on a 16 and yet the revenue growth looks great. The earnings per share growth looks great. The operating income looks great right? I mean, yeah, it's a broken stock. It's not a broken company. It's not like, oh, the company's revenues are barely going up or they're shrinking. No, the revenue growth is better than it's ever been. What's going on right now or as far as at least in recent times, right, is this is a broken stock now at this point in time. And the reason it's a broken stock is because of this right here. The capex has gone ridiculous. They went from $6 billion of capex a quarter to then 8 billion, 8 billion, 14 billion, down to 13 billion, 16 billion, 18 billion, 21 billion, latest quarter, $19 billion of capex, right? And it's going to get a lot worse before it gets better. In regards to capex, you look at 23's capex numbers for meta, 27.1 billion. You look at 2024, 28.1 billion. Those are manageable numbers. Those are still, by the way, to be very crystal clear, those are still huge numbers. Huge numbers. Okay? But they're manageable for a company of meta size. Those are manageable numbers. Then last year, they up it to $72 billion of capex. And it's like, um, what? 72 billion from 28 billion. That seems dramatic. But even then, you're like, okay, getting insane, but we can handle it. This year, they're talking about spending potentially 145 billion dollars on capex. And this is when people start to say, "Nah, I don't want to buy Meta. Thank you very much." When I say people, I'm talking about big money. and start to say, "Now, this is a mess." Okay, here's the deal. Meta's projected net income this year is expected to be somewhere between 80 and 90 billion. Okay, 80 and 90 billion. Which means their total their entire net income is not even remotely close to enough to cover the capex expected this year. Which means what? You have to completely deplete your cash to be able to fund that capex or or you can take out debt and load your balance sheet with debt or you can dilute shareholder value and add you know bunch of shares outstanding. None of those are good options by the way. Depleting all your cash is not a good option. Diluting shareholder value a bunch is not a good option because that's going to make your earnings per share crap over future years, right? Plus, you're going to have all this depreciation hit over the next several years. We're going to kill your earnings per share growth as it is. No bueno. This is just math. This isn't opinion. This is math we're talking about here, right? Or you can say we'll load the balance sheet with debt. That's not good either because one of the most attractive things about Meta is it's always been a very high margin business, a great growth business, right? And a very clean balance sheet. You load the balance sheet with debt. Now, we're not going to have a clean balance sheet. And you know, if we're going super capex heavy, the margin profile longer term could end up being under pressure, which makes it not as attractive as a stock as it was, right? And so here we are with Meta. It's kind of slowly becoming a hurricane here, right? Which I've been in the stock on and off for years. And let me tell you, Meta goes through some hurricanes. And when it does, it's painful. And here we are with Meta going through another one. Right? If Meta revenue growth falters, oh boy, are we in for some trouble. So, the thing you really got to watch for Meta now at this point in time is if that revenue growth falters, we're in a lot of trouble on this stock. Okay? Because the capex numbers are so extreme and Zuckerberg's supposedly committed to insane numbers for the next several years. So if you have the insane capex, the only thing that's kind of held up Meta stock price to not be hit a lot worse is like the revenue growth has been amazing. If revenue growth falters, it's going to get a lot worse before it gets better with Meta, right? And so with Meta, the thing is be patient with the stock. Okay? This is one of those stocks you buy, you hold, you buy more shares, you throw it in the filing cabinet, and you got to be patient with this one. Patience is vital with Meta. Like I said, I've owned this stock on and off all the way since first time I ever bought Meta shares was like three or four months after they went IPO. The stock had like crashed and I think I bought some shares like $181 or something insane or $19, something like that, right? And so I've owned the stock on and off for years. You have to be patient with Meta. It will go through a several year down cycle or flatline cycle and then I mean when it makes its next explosive move it is a lot of fun. And so when Meta makes it next move just understand the stock's headed to $1,200 to $1,500. But when does that move start? Could be 3 months from now, 9 months from now, 12 months from now, 18 months from now. In the meantime, if revenue growth ever starts to falter while the capex numbers are still very high, we're going down Chinatown. We'll we'll touch a 400. We'll touch a 350, maybe even worst case scenario, right? And Meta, it has a history of this. Okay, so Meta is a broken stock. It's not a broken company. It's messy and that just is what it is. I don't know what else to say other than that, right? And this is something I explained way back in like February when I saw their latest capex numbers and they went so insane with them. I was like, "Oh my gosh, this is going to be a problem." All right, if the capex was not this extreme, we'd be $1,000 stock right now. Let's be very crystal clear about that. But when you start talking about spending 145 billion and your net income might be 80 or 90 billion this year and people are still confused on what Meta is even spending that much for, that's that might be the worst part of it all. People are still confused. Why are we spending 145 billion? Like we can we can run better ads and get people to spend more time on Instagram and Facebook and WhatsApp by just like and threads by just spending 30 billion. You don't need to spend 145 billion for that. That's some other stuff. And people are like that's murky. We don't even know like if we're ever going to make money on that, right? All right. Next up here, Palunteer type opportunities in this market. Let's talk about that. Okay. Listen, I have my X page linked in the description area down there, right? You guys should follow me on X if you use X. Okay, I posted this yesterday. Looks like about 178,000 people have gotten to see it. Okay, I said tech stocks that are dirt cheap. Now, on a Ford P basis. Now, here's how I'd rank these stocks in terms of the biggest opportunities from big tech related stocks right now. Okay, keep in mind I wouldn't call these necessarily Palanteer type opportunities, but this is just kind of like the next ones we get to are a little more palunteer-ish. But if you force me to rank tech stocks by which ones are the best long-term buys, keep in mind I'm thinking about the next 5 years, not the next 5 months. Okay? Over the next 5 years, I think the best deal is Meta. Be very crystal clear about that. Although it's murky waters right now and will be shortterm, over the next 5 years, Meta's on its way to $1,500, if not $2,000 plus dollars. Okay, so that one's number one best deal in the market. CRM Salesforce is next best deal in my personal opinion. You know, people are counting Benny off out again. I think they're making a big mistake in regards to that. Number three would be Amazon. Amazing. This is one of those companies that yeah, they're spending a fortune on capex, but at least we know they're going to get it back a big portion of it because of AWS, right? Next one up here, number four of the best buys for big tech right now is a new new company to me at least as far as uh investing in the public account that's Netflix. Netflix has emerged as a big opportunity now at this point in time. And I would say the be the fifth best opportunity from big tech is Service Now. Now stock. That's an incredible company that should benefit huge from the agentic wave over the next several years. But you know, it's just a hated stock right now. No one wants to own Service Now at the exact moment right now. Now, in terms of some more like palenteerish opportunities that I look at and I see from a perspective of these stocks are very hated and they've got unbelievable upside over the next several years, I look at Celsius as one of those. That's my number one favorite right now from non- tech stocks that have palunteers type opportunities, right? And that doesn't mean these stocks necessarily I think they're going to go up 2,000%. But in terms of stocks that are very beaten down and have massive upside over the next several years, I look at Celsius is one of those stocks. It actually my favorite stock right now. Number two from Nontech is E.L.F. Elf Beauty. Incredible opportunity for the next several years. The number three is SoFi. What an incredible opportunity SoFi is. It's been an opportunity. It remains an opportunity. Like they're on their way to becoming a financial giant it looks like. And so, you know, it's an incredible stock. Revolve RVLV. Not a lot of people talk about this stock. Great balance sheet, great income statement, great business model, great management team at that company. No one really even pays attention to that company. That's a great opportunity. Nike is next up here. fifth best. You know, stocks like Nike and Revolve as consumer sentiment gets better over the next several years, which I believe it will. Stocks like Nike and Revolve will go up significantly. Those sorts of stocks also move based upon consumer sentiment. And the consumer sentiment you've been looking at, Michigan consumer sentiment has been about the best, the worst we've ever seen in the history of that survey. And that's been done for decades, decades, and decades. Like way before I was born, they were doing Michigan consumer sentiment. Uh matter of fact, probably they've been doing that survey since probably anybody watching this video uh has been uh you know alive. So to see it the worst ever, just understand stocks like Nike and Revolve as consumer sentiment hopefully gets better over the next several years. Stocks like that will roll heavy. Okay, so those are some of the best opportunities I find out there in the market. Cake's still an opportunity. It's just not as big of an opportunity because the stock's gone up significantly. But that stock will continue to rise for years to go in the future. Not every day, not every month, not every week, but it will, right? Focus on long term, ladies and gentlemen. There's going to be a lot of stuff, a lot of messiness going on the short term, right? A lot of questions about this, a lot of questions about that, a lot of uh, you know, just focus on long term. Don't focus on, you know, you see memory stocks going beast, you know, and you don't own memory stocks, don't feel bad. Like those cyclical stocks have their run, right? Oil and gas stocks have their run. You'll never see me cry over oil and gas stocks when they go higher, right? I just choose not to engage with any of those cyclical related companies. They go on their runs and they're incredible and then they go on a multi-year just brutal bear cycle. And so with those cyclical related companies, timing is very very important, extremely important, right? And um don't get caught up into, oh, it's a bad time to buy because the stock market's high. I already debunked that in this video, right? The bottom line is focus on long-term. Find great opportunities you want to be invested in. Stay diversified. GBD, growth value, dividends. Learn all the disciplines. Know what you're looking for. Know how to read income statements, balance sheets. I teach you all this stuff inside my private group, right? Know how to run valuations. Get a product like ThousandX to help you, right? We've had so many people go through the private group over the years. The the amount of people that have reached seven figure, multi-seig, multi6ig, is just astonishing. Eight figure plus. I need to get an eight figure club going in the private group. We got so many members now that are eight figures plus now at this point in time. Once again, if you're looking to join us in the private group, you got three days to apply to join us in there. That will be the last day of uh accepting applications is June 26. So, that's literally just a few days from now. And uh let's go ahead and get you in there before we close it down. New members here, okay? And once you join us in there, we'll send you your steel membership cards, send you your welcome box, all that good stuff. Much love and have a great