This 1 Stock SOARS starting tomorrow‼️

AMD. If we can't count on anything else in the market, you can count on AMD to always be up. Oh my gosh, another $20,000 up on AMD here today. Stock continues to run. It's amazing. Like, people just can't get enough of that stock. They just want to buy more and more and more. A lot of people feel like it's going to a,000 plus and so they look at it at 500 something like, "Oh, the stock's cheap, right?" Uh, Celsius. We bought him Celsius. Listen, we came out with the nickname here on the channel last night. Celsius the wealthiest. That's what we're calling it. Celsius, the wealthiest. And see, it bottomed. Here we go, baby. We're up from here. Okay. All righty, folks. We got some serious subjects to speak about in today's video. Okay, Google Cloud just went insane. 82% growth. This is a massive business that does tens of billions of dollars a quarter and they just grew at 82%. This is ridiculous. Look at this chart showing you Google Cloud revenue growth. It wasn't that long. It was just a few few quarters ago. The growth was in the 30s and now they bumped it all the way up to 82%. This is astonishing the growth in in Google Cloud here. Okay. All righty folks. Three core subjects I want to speak about in this video here today. One is I have great news regarding the economy in this video here today. Uh always something that comes up here and here and again especially if the market ever goes down. That's when people start questioning the economy. Stock market has so much to do with the narrative around if the economy is good or bad. Okay. Number two, Google insanity. Okay. what this means for Google stock moving forward. Am I going to sell my Google shares? Am I going to buy more? What does this mean for other hyperscaler stocks like Amazon, like Meta, and those sorts of companies? What does this mean for AMD, Micron, those sorts of companies? Because there's big things to look at in regards to Google Insanity that just came out. Um, so you can understand where all those stocks are headed as well. Service Now, we're going to talk about Service Now and the Insanity going on there. We're going to talk about a Service Now is ready for a beast run from now on. We're going to talk about what it means for Palunteer, what it means for Salesforce, all those sorts of things in this video here today. Okay? Appreciate you all for joining me. As always, one thing, one thing only I need from you. Just smash that like button, that little thumbs up icon. If you can make it glow for me, that would mean the world. Make sure you're subscribed here to the channel. If you're not subscribed, have your notifications on and all that good stuff, especially during earnings season cuz there's breaking news all over the place and these earnings reports and they move stocks massively. So, make sure you got your notifications on as well. Uh, pin comment down there. Today, the private group is back open for applying to join in there. So, that will be the pinned comment down there today. That's access to all my course curriculums, access to private Discord chat, see the moves I'm making every single week, thousandx.com access, all that good stuff, and join the 678 figure members in there. Okay. All righty, folks. Let's get rolling here. Let me share some great news regarding the economy. Listen, if you want to always know about the economy, there's a few companies you can look at, but some of the most important in the world are going to be railroad operators. If you want to know, is the economy good, is the economy bad, is it okay? Look to the railroad operators. They're going to move stuff around, okay? There's no way of going around the railroad system. You have to go through the railroad system. And so if the rail companies are reporting great numbers, that's usually bullish for the economy. If they're reporting bad numbers, bearish for the economy. Okay. So CSX earnings just came out here. CSX is the second biggest railroad operator out there, only after Union Pacific. Okay. Now, in these CSX numbers, these were phenomenal numbers. By the way, revenue grew 10%. No one ever cares about railroad companies, right? They're, you know, all involved in tech stocks, which is what the most of this video will be talking about here today's tech stocks, right? But you got a company like CSX reporting an A+ quarter here. I mean, these numbers are better than almost any tech company is going to report this earning season. 10% revenue growth. They kept all their expenses in check except other than fuel, right? Fuel expense was up massively. That was 66%. But they can't control the cost of fuel. So the one thing they can't control, right, was the one thing that went insane. Everything they can control, they're controllables. They're doing phenomenal. And that's the signs of a great company, right? So total expenses up 6% for the company when revenue is up 10%. That means your operating income is going to explode higher. It's exactly what happened. 17% growth in operating income, earnings before income taxes up 21%. Net earnings up 21%. Dude EPS up 23%. Dude, I'm just going to be honest with you guys. This is a better report than almost all tech companies going to report. Like legit, like or at least a far majority of them. This is a clean report for this company. But that's not what's actually important because we want news about the economy, right? Not just that this company's good at executing and puts up great numbers as a railroad operator, right? So something very important here. Okay, look at this. Total volumes. Total volumes. Remember, if you're kind of bullish on the economy, like volumes have to go higher. If things are bad in the economy, volumes go down for railroad operators. It's as simple as that. Okay? As simple as that. Total volumes 1.68. 68 million units for the quarter was 6% higher compared to the second quarter 2025. Now ladies and gentlemen, that's a strong number. Like volumes of 6% year-over-year definitely a strong number. So something to be somewhat happy with in regards to the economy here. 6% is not a small number for established railroad operator like them. Now this makes you wonder what are they moving so much of, right? Because think about this. Two of the biggest things that they're going to move via rail, there's a few things, right? But two of the biggest are going to be autos and what else? Housing related supplies, lumber, things like that, right? And we're in an interesting time period right now where new homes being built is dead. And I want to say I shouldn't say dead, but it's in a very depressed state right now compared to especially where it was a few years ago. So in terms of new homes getting built, uh the days of you know just mass new homes being built and then new apartment complexes, multif family is is not going on right now. No, no, no, no. Okay. Additionally, the auto industry is not in some hot spell right now where everybody's going out to buy new cars right now. So you have to ask yourself like what are they moving so much? How are volumes up 6%. If you got two of the biggest, you know, things that you move around not really in a great place right now. and takes us back to probably guess what data center related stuff, right? You got all these massive data centers and semiconductor plants being built all over the place in materials in regards to that. That is probably what is driving the volumes up significantly. Now, I wanted to check on this because I wanted to kind of get confirmation, but unfortunately the conference call was going on while I was prepping my video. If you don't know on thousandx.com, we now have conference calls live feature. And so I was hoping for an AI transcript here, but you know, since the conference call was live, you have to wait for the AI transcript to figure out like what is pushing volumes higher for the railroad operators. It's got to be data centers cuz it can't be cars. And it's not new houses being built. Like you look, new housing starts, you could multif family starts, they're not good. And remember, that's a lot of what you actually move around, man. Like, you ever seen a new home get built or a multif family? Oh my gosh. like the materials used in that is is unbelievable. Right? So that's regarding the economy. Okay. Now let's get into this Google insanity. What this means for Google stock moving forward. My plans here. What this means for Amazon stock, Meta Stock, stocks like that. What this means for AMD, Micron, those sorts of things. Okay. So Google McDougall, here we go. Revenues 24% higher. Cost of revenue only up 18%. That's great news. R&D was a high number for the company that grew 32% year-over-year. So, you know, 800 basis point increase versus revenues. So, that's something that's not great. Sales and marketing up 18% for the company year-over-year. GNA up 24%. Total cost and expenses up 21% versus revenue up 24%. Your income from operations going to explode higher. And that's exactly what happened. Income from operations for Google McDougall went up 30%. Year-over-year. Phenomenal. Now, other income came in at a shocking absolutely shocking 98 billion. $98 billion. The other income was almost as high as their regular revenue. It's ridiculous. Just ridiculous, right? And about two and a half times bigger than their income from operations. And just understand that's more of a one-offish scenario. that's their investments into from my understanding their investments into SpaceX and some other companies as well. So don't get excited about that and think that $98 billion is going to recur. Okay, that's like a freak situation that they have to like record, but you know it's also could they sell out uh and get the sort of price that they have as other income there? That's the question, right? No income before income tax is 138 billion versus 33 billion the same quarter last year. Net income was up 298%. Do keep in mind this number would have been great regardless but it wouldn't have been up 298%. It was up 298% because that ridiculous other income. So do keep that in mind ladies and gentlemen. Okay dude EPS up 294% but once again it would have been a great number but it would have been up 294% if you take out that other operating income there. Okay. Now the thing with Google here, okay, this is an A+ report as we should expect for Google McDougall, right? This is why it's one of the biggest companies in all the world. But the craziest thing is this. Look at this. This is the cloud revenue growth just came in at 82%. Now that increase from the previous quarter, which was 63% growth and the previous quarter before that was 48%. We have no clue where the top is for revenue growth for the Google Cloud business right now. No one does. There's not a bull. There's not a bear. There's not an in between. There's not an analyst. There's not an executive at Google that has any clue where the top is right now. We just know it's going higher. And this makes it very exciting because once again, Google Cloud's a multi-10 billion a quarter business. And so like where's the top here? Like like I don't know like maybe we hit 100 110% revenue growth, 130% 150%. The numbers are just mindblowing. And from my understanding, a lot of that is coming from Anthropic because Anthropic has taken off like insanity really over this past nine months. And it's no surprise that Google's cloud's revenue growth has taken off like insane, right? So this is what if you're really excited about Google, this is what you want to be really excited about. The chip side of the business, the you know, yeah, it's an opportunity. The the Google search business is just a consistent ATM machine. YouTube consistent ATM machine, right? Android consistent, you know, ATM machine. The Google cloud business is the exciting part of Google, right? And Whimo a little bit, but that's still a little little guy. Google Cloud's what's exciting. Okay. And so, we don't know where the top is. It's just a lot higher. And so, this is very exciting time for Google in regards to this cloud business because like we just know it's getting a whole lot better right now. That's the positive. Okay, that's a very positive. We got an A+ quarter here. We got no clue where the top is for Google Cloud revenue growth. It's just going a lot higher and it's just that's so exciting. But we got negatives. You guys know me. I always like to point out the positives and the negatives. We got to look at the riskreward with all these stocks. You can't just be, you know, caught in days and just looking at all the positives. Okay, listen. free cash flow for Google is now negative. Negative in the billions of dollars a quarter. That's crazy. Like you think about a company as profitable as Google is, as amazing as Google is, right? But they're spending such disgusting amounts of money that free cash flow is now negative. And here's the worst part. It's going to get worse before it gets better. It's going to get worse before it gets better. The free cash flow is going to go a lot more negative from here. Based upon what I'm seeing from the new capex numbers, it's going to get worse. Yes, indeed. And so, what does this mean? This means Google's not in a position not in a position to buy back shares anytime soon to do any sort of substantial dividend increases or anything like that. And additionally, this means a company's going to have to do what? take out massive debt loads to fund this whole situation. Not good. Not good. Okay. Now, additionally, look at this. Google McDougall just the raised their capex outlook. Yep. They just raised their capex outlook to $200 billion. This is something I was concerned with. Um, and sure enough, it happened, right? $200 billion from 185. This is very bullish. If you own AMD, if you own Micron, the memory chip stocks, very bullish for those companies, it probably means when I say probably like a 90% probability, Meta, Amazon, Microsoft are going to have to do the same. They're going to have to up their capex outlooks. And remember, all these companies already had ridiculous capex numbers they just came out with 3 to 6 months ago. And they're going to have to take the numbers up even higher. And so, you know, that puts a lid on a lot of these stocks. When I say a lot of these stocks, I'm talking the Metas, the Amazons, and the Microsoft because it's like, oh my gosh, the free cash flow of these companies is already going negative. Oh, it's about to get a lot worse. A lot worse, right? And there's not a level of comfort in that when you have companies that, you know, used to be free cash. Like what made Google, Meta, these sorts of companies such beautiful business models was their free cash flow just would explode higher and higher and higher and it was just so exciting, right? And now like it's over, you know, I don't know other way to put it. It's over. At least for the next year or two, three years out, four years out, we can have a debate on free cash flow flipping back and going huge positive again and making tens of billions of dollars in free cash flow. for right now. Nope. Nope. Nope. Nope. So, that's a situation we have. Okay. Now, me with Google stock. Okay. And where does Google stock go from here? Okay. Listen, this is a mess situation, right? Like, it's hard to get people excited about Google to rush and buy the stock because the spend is getting so ridiculous. I mean, they're talking about, listen, guys, they're talking about capex at 200 billion now. We don't even know if that's the top. Three months from now, they could say the numbers even higher. You say, "Well, they could say the numbers lower in 3 months." No, no, that's not the way this works. You've been tracking this game. All they do is they just say higher, higher, higher, higher. The numbers are ridiculous. 200 billion. I mean, think about how profitable Google was in the last quarter, right? Think about this. They had income from operations of $40 billion. 40 billion. Now times that by four, that's $160 billion of income from operations. They're going to spend $200 billion this year in just capex. I mean, come on, man. That's insane. And so Google kind of is in a mass situation cuz the P ratios have gotten have risen quite substantially on Google from especially where they were a year or two ago, right? And you got a mixed bag here where it's like, oh wow, the cloud growth is insane. We might hit triple digits for this cloud growth, but then you look and you're like, oh yeah, our free cash flow is negative. We're going to have to take out massive debt loads. I mean, you know, I was just looking and I believe Google's talking about taking out $80 billion, raising $80 billion. And that was the other thing with these companies. They were seen as such, they were seen as the companies that don't need to take out debt, the companies that don't need to dilute shareholder value in any substantial way because they make so much money. So, why would you do it? But when you're spending this disgusting amounts of money, it's like, oh, kind you kind of got to do it, right? And so Google comes in with 24% revenue growth, right? Very strong number. 24% revenue growth for a company Google side. That's amazing. That's amazing, right? But the capex, they're going to spend 200 billion. So a 24% revenue number is small. It's small. 24% revenue growth when you take into account how big the capex number is, right? Like now you're looking, you're like, man, they got to start growing revenue 30 40%. 50% to start justifying these capex numbers because they're just so unbelievably ridiculously big. Right now, I feel the need to do nothing with Google stock. I don't feel the need to go out there and sell my Google shares. You know, Google search continues to execute. YouTube continues to execute, right? And the cloud business growth is insane. So, I I don't feel any need like I got to go sell my Google stock, but I don't also feel compelled to go buy it because it's a little bit of a messy story. It's just messy. I don't know other way to put it. And I'm not talking Argentina and I'm talking messy. It's a messy situation, man. They're spending fortunes of money. Hope to get it back someday. Um growth is accelerating. That's exciting. But man, like you remember, we got to make back this 200 billion at some point in time. And we got to make that back after tax. And then what about all the money we spent last year? And what about the all the money we're going to spend next year? We got to make all this back. And you know how much your business has to explode higher to make all this money back. And so anyways, you know, Google, it's a it's a um it's it's exciting, but it's also like scary, man. Scary scary. Okay. Uh and so, you know, what does this mean for Amazon stock, Meta Stock? I think they're going to all be in kind of the same boat. great revenue growth. They're all going to be in the same They're all gonna have accelerating revenue growth. Amazon, Meta should as well. The numbers will be good. Same with Microsoft, but their capex is going to scare everybody. So, and the free cash flows of these companies also are probably going to be negative for the quarter or close to negative. And if they're not already negative, they're going negative very shortly here, like very shortly here. So, it is what it is. Okay. All righty. Next up here, Service Now. Uh, is this stock ready to go beast now? What does it mean for Palunteer? What does it mean for C, uh, CRM and other various companies? Okay. Here we go. Service Now stock is up after hours up about 5%. Right. This stock has been showing signs of bottoming and moving up for months now at this point in time, right? And kind of this big consolidation range. uh you know stocks moving up and moving down but the big down cycle has already passed for Service Now and for these SAS stocks in general right they already got wrecked and obliterated right now Service Now I got to you know I always going to grade these companies fairly right and listen this was a D report for Service Now income statement wise a D report revenues look great up 24% year-over-year but look at the cost of revenue ladies and gentlemen subscri Subscription grew 65%. Professional services up 40%. The total cost of revenue grew 61% year-over-year 61%. Gross profit was only up 13% versus revenues up 24%. You don't want to see that. You want to see gross profit growing at a faster percentage in revenues. You if if revenue is up 24%, you want to see gross profit up 30%, 40%. Right? Operating expenses, sales and marketing grew 22%. So they kept that in check. that grew at a slower clip than revenue. That's good. But then they got a little out of hand in a couple other categories. R&D up 25% for the company year-over-year. General administrative GNA 36% growth year-over-year versus revenue is up 24. That's not good. So total operating expenses grew 25% year-over-year. So your total operating expenses up 25%, your gross profit up 13%. Your profitability just got wrecked. Wrecked. Sure enough. income from operations down 55% year-over-year for Service Now. 55% down on a 24% revenue growth. That's the worst part. It would be one thing if it was like their revenues were flat or down and it's like, okay, the income from operations is down 55% down 55% on 24% revenue growth. That's hard to do. That's 20 the 79 B the 79 percentage points and difference there. That's crazy number. Okay. no other income. They had this huge like other income versus year-over-year of like 69 6,900% plus increase. So, that was kind of a one-off. So, that made their net income not look as bad as it should have been and their dilute EPS not look as bad as it should have, right? But even with that one-off, their net income was still down 23%. It should have been down like way higher than that, like probably 60 70%. Right? But net income got wrecked, diluted EPS got wrecked. Um, we got a cost problem. We have a cost problem with Service Now. We don't have a revenue problem. A lot of people have been worried about Service Now and these other companies in the SAS space and they've been worried about revenue. They've been worried about customers leaving, going somewhere else, right? Service Now just put up numbers that basically show you that's not what you should be scared of. Service Now just put up numbers that said you need to be scared of the costs of doing business and that the profitability of these companies is being eroded in a way faster way than anybody really anticipated right where we're like oh crap man like this is this is kind of ugly right now as far as Bill Mcderman on the conference call says enterprises will not build their own AI agents because it can cost 5 to 10 times more than running them on Service Now. He sees service now as the control layer for any agent, any workflow, any model with 50% of net new business already non-seatbased. So what would the push back of this be? Cuz you, you know, if I'm a bull and clearly I'm a bull in, you know, service now, I own a lot of the shares, right? I always kind of got to look at the other side of it. The bears would say, well, costs are going to come down a lot over future years, right? And so this Bill McDermott saying, you know, 5 10x is not going to be like that 3 years from now, 5 years from now, and that's going to erode the business model. So, but that's all debatable, right? That's all debatable if that's going to happen or if it's actually going to get more expensive over over time, right? This also doesn't take into account that some companies are still going to try it anyways. They're still going to try it anyways, right? So, and also other people would push back against this say, hey, he's just talking his own book here, you know? So, but I think he has a fair point overall. I think he has a fair point overall. But that doesn't mean companies won't try, right? They won't try. Now, uh this was interesting, right? So, a member of the private group asked about my thoughts on their cyber security opportunity, right? And I said, "Hey, this is a huge long-term opportunity with the cyber security." Cyber security is going to be more important over the f next decade than it's ever been by mile. When you think about AI and how bad actors are going to use AI over the next 5, 10, 15 years, right, um to hack into systems and companies and all that sort of stuff, like it's going to get more intense, going to get way more intense when it comes to all that. And so great cyber security is going to be very important. And Service Now wants to be one of the biggest cyber security plays in the world. And if you look at their acquisitions, this shouldn't come as too much of a surprise because if you look at some of their acquisitions, they're also cyber security related and they seem very focused on this. Salesforce does as well by the way. I think they all see it as a big opportunity which um you know it's just going to get a lot bigger and so that's that's great. But Service Now has a has this thing with Service Now. They have plenty of opportunities to grow the business over the next 5 10 years, right? Plenty of opportunities and plenty of avenues of growth. The issue right now is, at least in the short term, as in like the next year or so, is the expenses. And then we're trying to figure out, okay, what's the long-term expense profile of Service Now? What are the long-term margins for Service Now? Like what are the long-term operating margins Service Now should have three years from now, five years from now? And that's debatable. Even myself as a bull now looking at how out of control expenses are getting I would have a lot of trouble telling you where Service Now's operating margins are going to be three years or five years from now because the costs are running so heavy if it wasn't this substantial it'd be easy to kind of say but when when operating income's down like 55% year-over-year now you're looking like freak like what are the operating margins of this right which leads me to this next part right tech stocks are so freaking dirty right Now, they're a pig pen. They're dirty. So dirty right now, right? What do I mean by this for people that aren't experienced in the market, right? What am I talking about? A clean story on a stock is when you know there's a company, you can see how they're going to grow their their revenues, 10, 15, 20%, whatever a year, right? You can see how much they're going to spend realistically per year. You know what their expense profile is going to be realistically per year. you know what their gross margins and their operating margins and their net margins will be likely over the future years. That's a clean story. That's a clean setup, right? These tech stocks have the dirtiest setups we've seen in at least probably since probably since the great financial crisis, if not even prior to that. This is like since I started the market the end of 2008. I've never seen tech stocks be more dirty when it comes to their setup. And it goes for all of them. They're all so dirty. I mean, even a Google McDougall, it's like, "Wow, the numbers are incredible." And then you look at the capex and they're talking about spending 200 billion this year and you like can't even you can't even trust that because every seems like every quarter they up the numbers. So, who knows? They might have to spend 220 billion, 250 billion and they're taking out massive loads of debt and issuing diluting shareholder value to make this happen. It's a dirty setup. It's a dirty setup and we don't know if they're ever going to even get this payback on this, right? And you look at a service now and it's like, oh, nice. 24% revenue growth, you know, but then the guidance was a little weak. The guidance was a little under expectations when it came to revenue there. So, like, okay, the revenue is a little less than expected. And then you look at the expense profile this company raising, it just feels dirty. It feels really dirty. There's not It's hard to find clean setups in the market right now, right? in tech stocks. Then you look at Apple, you say, "Okay, Apple, that's a clean setup, right? Consistent revenue growth. We net income growth. They're not spending a ton right now." But then you look at Apple and you say, "Okay, well, since they're not spending a ton, is that going to come back to bite them in like 5 years, right?" Like, okay, like right now they're in the sweet spot. They're not doing what all these other big tech companies are doing and spending fortunes, disgusting amounts of money on on capex. But then you you do have to look at Apple and you have to say, "Okay, does that make them primed to be disrupted in the next five ten years?" I I don't know, right? And so even that one's like a little confusing. So there's just countless dirty setups in the market right now, right? And you even look at Nvidia. Nvidia is usually the biggest market cap in the world. Nvidia, you look at that one and it looks like a clean setup from, you know, everybody continues to spend ridiculous sums of money on capex, but then other people look at that and they say, well, but AMD is finally going to compete with them in a major way and we don't know what that's going to do to longerterm pricing of these Nvidia chips and if Nvidia is going to face actually pricing pressure over the next few years, which then that makes the Nvidia setup dirty. So that's why with tech stocks right now, man, is it hard to find clean setups. Meta's not clean. Meta's capex is so disgustingly ridiculous. It's insane, right? Same thing with Amazon, same thing with Microsoft. So, I mean, you know, and all these SAS stocks, listen, since Service Now put up that number, you know, with expenses going that high, what about Salesforce, right? So, this leads us to Salesforce talk, right? Salesforce CRM, another stock I've bought heavily over the past few months. Listen, since Service Now came out with those numbers, I'm pretty confident that ser that Salesforce is going to beat revenue estimates over all these future quarters here, right? I think they're going to easily beat these numbers, right? But on the flip side, listen, these are the EPS estimates. I I can't trust any of this. You know, 12% uh EPS growth in this quarter they're about to report. I can't trust that. The next quarter, they analysts have them at 3%. I can't trust that. the next quarter they have them down only 4% only 5%. I can't trust I can't trust any of it right now. I can't trust any of it. When when a company has their, you know, operating expenses up 25% year-over-year when they have, you know, subscription cost of revenue up 65%. And remember, here's a problem. This line item is becoming a lot bigger. So even if a subscription goes from 65% up to 50% up, now it's a way bigger raw number than it was before. So if you're, you know, as that number gets bigger, if all of a sudden you're up 50%, now you're at 1.5 billion and say your revenue is up 20%. You're in trouble when it comes to profitability, right? And not like in trouble where it's like, oh, we're going to lose money, but it's just like gh so dirty, man. So dirty service. Now, can we trust the forward P? You look at the stock and I think this has been one of the things that's very attractive for these SAS stocks. We look and the forward Ps are attractive for these stocks. You know, you look at Service Now, the growing revenue is 20% plus, right? And they're trading at a supposed forward P of, you know, in the 20s. You look at Salesforce, double digit revenue growth for that company and you know forward P on Salesforce, you can look out there and it's like 13 based upon what analysts have these companies earning. But can we trust it? I can't. Now, I look at Service Now and see a 26 P Ford P and I'm like, I don't know. I don't know. Maybe, maybe not. Salesforce, you know, you pull it up 13 FordP based upon what analysts are projecting over the next year. Can you trust it? I can't trust it. Salesforce could be at a 22 Ford P in reality right now. 25, 30. Like, you can't trust any of it right now. That's what make these stocks so dirty. So something like Service Now, right? I could maybe buy a little bit more, but I'm not going to buy a ton more Service Now. Like I already have a position built. It's a six-f figureure position in the public account, right? I own shares in other portfolios as well. I feel pretty comfortable. I if I buy a little bit, I'll buy a little bit, but man, these expenses are problem. They're a problem. You know, it's it's funny. It's like the big huge huge huge tech companies like the Googles and Metas and Amazons, they have spending problems when it comes to capex, right? Spending disgusting amounts of money. But Service Now and likely will end up being Salesforce and a lot of these other companies. They're going to have spending problems when it comes to their their operating expenses, right? It's not just like, oh, we're spending a ton on capex. That's the difference for these companies, right? So, that's kind of where I'm at with, you know, uh, Service Now. Now, you look at something like a Palanteer and you're like, what does this mean for Palunteer stock? Well, I think it means a whole lot of nothing for Palanteer, just to be quite frank. Palanteer is its own game. It's its own race. Palanteer is its own problem that isn't what these other companies are facing. Palanteer's problem is going to be likely decelerating revenue growth over the next year and how investors will accept that reality of you know decelerating growth rates over the course of the next year if not the next two years right where the company's still growing fast but it's not growing as fast right and that's going to be interesting how the investor community takes that and so that's the issue with Palunteer that's you know it's it's a very different situation with Palunteer than Service Now and Salesforce and so that's why I don't look at something like Palanteer and view that necessarily as um you know getting too much caught up into it other than it gets put into some of these ETFs that Service Now, Salesforce and these companies are in and so if those stocks move up it can move Palunteer up. Same thing on the downside but um it's it's very much its own story. So, do keep that in mind, right? And this leads me to my next subject, which if you guys watch a video I put out last week, right? It looks like about 123,000 people gotten to see it. I ranked the best stocks you should buy right now. The thing you're going to notice about that video, right, is my highest grades were not tech stocks. I see a lot of setups out there for the next several years that are so much cleaner than a lot of these tech companies. A lot of these tech companies are messy. And listen, we didn't even touch on the circular finance portion of of these tech stocks and how they're all intertwined and if some of these companies can't raise the money, then that means they can't buy as many chips, they can't do this, they can't have that cloud space. We didn't even touch on all that. And if you that's a big subject that makes all those stocks even dirtier, right? So, it's it's an interesting time where tech stocks, if you're a buyer with a long-term perspective, you might have an opportunity to get some very attractive stocks at some very attractive prices, right? But you cannot get excited about any of these stocks in the short term because I look at somebody like a Service Now cost profile exploding higher like that and I'm like I don't know if that's going to change anytime soon. You look at Google's capex number and you think what Microsoft's going to come in at Amazon Meta, are they going to get that under control anytime soon? It doesn't look like it. And so that's and I think that's where people are messing up with a lot of these tech stocks. I think they're trying to force it. They really want it to work, right? So maybe they're margining out on these tech stocks. Maybe they're buying call options and then they're getting obliterated on these because they're not moving the way you want them to move because the setup is messy. You need these setups to get cleaner. They get cleaner, then we can talk about big upside, right? If Service Now didn't have these expenses going insane, you know, Service Now could be running to 150,200 next. If Google didn't have these ridiculous capex numbers, they got I mean, Google be 400 tomorrow. But that's the issue. We got messy messy pig pens. They're pig pens out here, man. When it comes to tech stocks, it's a messy time. So, just something to kind of keep in mind there. And once again, that's why I ranked a lot of the best stock opportunities I see in the market as not tech stocks. There's opportunities in tech stocks for the next three, five years, but they're actually not the best opportunities. A lot of non- tech stocks are the best opportunities in the market right now. U earning season's about to roll on here. American Express is next up for me. That's position I'm up about $8,000 on so far in the public account. Um my my expectations are those earnings will be very good. The stock will move up, but I hope it moves down. Actually, the American Express is one of those stocks I would love to just buy more and more shares for quite some time. So, my hope is it goes down. My thought is it probably goes higher after earnings and it goes back 350 plus, but we shall see. Okay, I hope you guys are enjoy enjoying this earning season. We got a lot more to get into. There's going to be some big moves. Like, these are this is the calm period for earnings. Get ready, man. You're going to see some 10 20% moves coming in some of these stocks. So, just be ready for that. Okay. Appreciate you all for joining me as always. Thank you so much for being here. Uh once again, my private group is back open to accepting applications. So if you're trying to join us in there, get access to all of my best course curriculums, access to my private Discord chat, see the moves I'm making, thousandx.com, right? Uh the Discord community is incredible, all that good stuff. That will be the pinned comment down there. Plus, you get access to exclusive weekly videos. Okay. All righty. Much love and have a great