Im Going to LOAD THE BOAT on this Stock Now‼️

Holy smokers, that ain't no dang jokers. We officially have a small correction in the NASDAQ. The NASDAQ is now down over 10% from all-time highs. What do you know? This is getting very interesting. Now, some people are looking at that and they're like, small correction. Uh, what? Right. Y SanDisk stock, you're down 56% from the highs. You're like, small correction? This feels like the world's biggest crash, right? Look at Micron. Micron's now down a 40 spot. down 40% from the all-time highs. It reached just last month. That's the thing. These stocks are down just since last month their highs this much. Pretty extreme amounts. Look at this. This is Mu. This is like a 2x leverage on MU stock. It's down 67 12% just from highs it reached last month. Look at this one. This is SanDisk uh 2x leverage here. $1,000 in in this when it was at the highs is now worth 150 bucks just a month later. Right. That baby's down 85%. We have the Korean market which continues to drop at a very rapid rate. I mean it's down 40% from the highs. It was just about 6 weeks ago. 6 weeks ago. I mean that's at a dramatic drop for an index. Do keep in mind most of that index is Samsung and SKH Highex. AMD is officially in crash territory now from those all-time highs it reached uh just at the end of last month. So, it's now down 26%. I usually consider anytime a stock in a rapid amount of time falls more than 25%, I usually consider that a crash in the stock. And AMD is officially in crash territory. Now, despite that, the public accounts actually held pretty decent. Uh, looking at $4.25 million. I'm actually very pleased with how the the public accounts been holding. And as I preach to you guys all the time, GVD is going to take you a long way in this game, right? When we're talking about bearish times in the market, it's just about taking as little damage as you possibly can. And when we're in the bull times, inflict as much damage as you can out there, right? And so, uh, we have some stocks that are in party times. Look at Cheesecake Factory. Cheesecake Factory 101 up $39,000 in the public account here today in Cheesecake Factory. That position is now up $196,000 in the public account. I mean, this is an absolute party. So you got to understand in a market where certain stocks are crashing, other stocks are in an absolute party. Look at service now. I mean almost everybody that's bought the stock in the last 3 to 6 months is now green on the stock and many people are now like big time green. Even in the public account, we're now up almost $20,000 on service. Now that stock had just been brutal. So got no fine hoes. So what happened? Uh so down 9% here today. That stock now $15 a share. Meta's getting hit. 53555. That stock's getting hit. That's an ouchie. Five core subjects we're into. We got busy times, ladies and gentlemen. This is busy times. Five core subjects in this one. Cake. What's going on with cake? What's the move in regards to cake? Two. SoFi. What's going on with SoFi? What's the move in regards to SoFi? Meta. Is it time? Is this a golden opportunity to buy or is this like uh not yet? Hood. Robin Hood. Their earnings just dropped. What's my opinion on Hood? Is this a good time to buy the Hood stock? And then we'll discuss what stocks I'm absolutely ready to load the boat on. Okay, I hope you guys enjoy this. It's busy times. I got so much going on. I appreciate you guys. All I need is one thing from you, and it's just a smash that like button. That's all I need from you. And hey, you know, if you own the semiconductor stocks, you got to take out a little frustration. So, smash that thumbs up button. Just just smash it, okay? You need smash smash smash, okay? It makes you feel so good. It releases some stress. Make sure you're subscribed to the channel as well. Additionally, I want to let you guys know in the description area down there of every video I come out with, my Instagram's linked down there. My ex page is linked down there. If you want to follow me on Instagram or you want to follow me on an X, you can always do so. That is always linked in the description. I also have the application for my private group. I also have my Patreon if you want to join the Patreon. And I also have free workshops for you guys. There's a bunch of goodies in that description area of every single video. Do enjoy that. All righty, ladies and gentlemen. Listen, I love cake. Everybody that knows me knows I love cake. And oh boy, do I love cake. They just reported a gradea income statement. 8% revenue growth. Food and beverage cost, that one rose a little bit as a percent of revenue, 21.8% from 21.6%. But that's not bad. Their main expense item for Cheesecake Factories, guess what? Uh they run restaurants. It's going to be labor expense, right? that actually dropped to 34.1% of revenues from 34.9%. Volumes definitely can help, right? Other operating costs and expenses. That's their second biggest line item as far as an expense. 26.5% versus 26.8%. So that dropped as a percent of revenue as well. GNA was up for the company 6.4% from 6.1, but that's a really small line item compared to the other three big beasts, right? Depreciation amortization pre-opening cost, meh. So total cost and expenses was 92.4% of revenue from 93.5%. So income from operations rose to 78.6 mill million from 64.8. That's 7.6% of revenues actually fell to the income from operations. And as far as net income, they actually had a net margin there 6.6%. Which for Cheesecake Factory and restaurants in general, that's actually pretty respectable. And that was from 5.7% in the same quarter last year. That is net income of over $68 million for the company in this quarter. 25% net income and EPS growth. 25%. That's a banger off of 8% revenue growth. That's like a triple up there. That's a banger. Now, the really exciting thing for cake that you got to understand and you say, "Man, you made so much money on the stock, Jeremy. Why are you still holding? Why not sell?" Here's why. This is a stock I can feel comfortable holding for like the next 5, 10 years, easy. And the reason being is they're talking about taking the Cheesecake Factory locations to like 300. They have 216 right now, right? North Italia, 51 domestic locations are talking about or excuse me, 51 domestic locations they have right now, they're talking about being able to take that to 200 domestic locations over time. So that's like a quadruple, right? And then as far as other FRC, if you add up the Flower Child concepts with the other concepts they have, that's a little over 100 locations right now. That should grow to well over 800 locations. Flowerchild alone, they're talking about 700 locations domestic over time, right? And just wait till we get to the comps of that one. So, we're in a situation here where cake has the next 10 plus years of growth ahead between what they can grow comps restaurant sales over time and then obviously more and more locations. So, cakes a stock that can hold for a long time in the future. Now, the be one of the best parts of this whole story is North Italia, North Italia comps have been negative two straight years, right? Imagine when that turns around. Imagine when the comps turn around. Now, you might say, "What if they never turn around?" I fully am of the belief Northia comp sales will turn and they'll turn sooner rather than later. And so, that's going to be a very exciting story once we get those comp store sales moving in the right direction as well. What gives me the confidence around that? One is the success of the concept over time. Two is Cheesecake Facto's ability to turn comp store sales from negative to positive. I've seen it several times now uh throughout this company's history where they'll have negative comp sales and then they're able to generate them back to positive again and growing. They do this very successfully. Flowerchild, listen, they just had 13% com restaurant sales for the Flower Child concept. That's insane. Anybody watching this now, if you're newer to the market, you're like, "I don't know what that means." Listen, I'll explain to you in just a moment. But anybody that's experienced in the market knows that's a banger number. 13% comp store sales up on a year-over-year basis. That's ridiculous. Ridiculous. Okay, here's the deal. Chipotle Chipotle when they were on their legendary run, right? 2010 through 2014, legendary run. They had restaurant comp store sales growth of 9.4% in 2010, 11.2% in 2011, 7.1% in 2012, 5.6% in 2013, and 16.8% in 2014. Right? We're looking at a flower child here that has comp sales that is better than many of the best years Chipotle had back in the day when they were just absolutely just executing at an insanely high level. So, like we're you're dealing with a concept here that has legendary potential, Chipotleish potential. I don't know if it has that big of potential, right? But it has, you know, I would say maybe a half a potential of a Chipotle, which in itself makes the company bigger than what it is right now. This just is one concept. Okay? That's the thing you got to understand here. Okay? And the margins for this concept are phenomenal by the way as well. Right? Now, here's what's very exciting about this. Cheesecake Factory is going to likely end up generating, based upon what I just saw in this latest quarter, they'll end up generating likely $215 to $225 million of net income here in 2026, right? The expectations are like $23 million in net income. So, we're likely going to be in a situation where when you go into 2027, the numbers are already way stronger than what you're anticipating. Okay? So, the base is going to be stronger. Okay? So when I run my projections, I should really be thinking about Cheesecake as like making 215 to 225 as far as net income this year and then going based upon that, right? Additionally, the other important thing to understand is remember they just had 25% net income growth. My base case has 9% on average. 9%. They came in with 25% in this latest quarter. That's insane difference. Right now here are my old projections versus my new projections for Cheesecake Factory. My new projections on the bull case has 10% revenue growth on average, 16% net income growth on average per year. If you're growing those sorts of growth rates with two banger concepts that you get expanding all over the United States, plus maybe other concepts coming behind that, that should give me a compound annual growth rate in the 20s given a fair PE at those sorts of growth rates. Right? So my base case now, I took that up to 8% revenue growth on average, which is where the company is right now. I took them to 14% net income growth on average. Net income margins getting to 6% for the first time. Uh which keep in mind they're already over net margin in this latest quarter, 6%. So you can make a strong argument here that I'm low on these projections. The net margins of the company just came in at 6.6%. I have them only at 6% in 2829. You could make a very strong case that my projections under my base case are too low and net income, you know, net income margins might end up being 8%, 9%. Something like that uh come 2029, 2030. Keep in mind, especially as Flower Child becomes a bigger and bigger concept for them because the margins there are phenomenal phenomenal that Flowerchild's not like a sit down restaurant like a cheesecake factory that actually hurts your margins. Flower child, you just go up to the counter and like order something kind of like a Chipotle experience except, you know, you don't have everything like pre-made. It's like they still make it for you. They bring it out, but it's not like a big like waiter waitress like grand experience like a cheesecake factory and they bring you the free bread and all that other stuff, right? So, this is something to keep in mind that I think is very important here. And so even under my very in my opinion uh safe assumptions, I'm still getting likely a compounding annual growth rate of double digits over the coming years. And that's after this big huge move. And once again, I'm probably low. I'm probably low in my projections here. Right now, next up, very important you understand this about this stock. This stock is the most exciting restaurant concept in the world, bar none. There's nothing more exciting you can invest in out there when it comes to restaurant space. Cake is the one. McDonald's is a played out gross, you know, played out value dividend stock. We all know that. Chipotle is played out. We all know that. Yum Brands has played out. We all know that. Restaurant Brands has played out. Darden's played out. Yum China's played out. Texas Roto still has more expansion opportunity for their core concept. But the problem is Texas Roadhouse concepts behind it. Those ones don't look like bangers like North Italy is in Flower Child is. Never mind the other concepts Cake has. And so that makes Texas Roadhouse kind of a one-trick pony, right? Which is is very well-run restaurant concept, but it's not exciting like Cake. Domino's has played out. Uh all these other ones have played out. Cava Cava Cava Kava Cava that one has big long-term potential but that one trades at an insane valuation and it only has one growth concept where Cheesecake Factory has an ATM machine of a base fundamentals right with the Cheesecake Factory concept but then they have two banger concepts coming behind it with North Italian Flowerchild plus other potentials right and so Cheesecake Factory is now up to the 15th biggest market cap when it comes to restaurant chains but honestly they're so far ahead of everybody in terms of the excitement of the big long-term TAM potential here. It's not even close. And so I look at a lot of these other concepts, especially like restaurant brands and Darden, they're the ones being disrupted. Cheesecake is the disruptor. So very, very exciting times for cake. I love being a cake shareholder. Next one up here, SoFi. All righty. So ain't got no host. That are fine. Okay. So what's going on with SoFi? Listen, very important. I mentioned this right off the bat. A lot of frustration from SoFi shareholders out there, right? And I see a lot of stuff like this here today. So Sofi in investors after yet another triple beat guidance raise and the stock still goes down. A lot of frustration. This stock's down over 50% from an all-time high as it reached last year, right? Lot of frustration. So, the thing I'll say to SoFi shareholders out there before we get in the numbers and where the stock's going over time and things like that is remember you guys ever I ever showed you this graphic before my little flapjack flipper resort. My number one thing I always tell you guys build a portfolio you be proud of years from now, right? And so a stock like Sofi has a lot of people frustrated in the short term like this stock should be $20, it should be $30, it should be $40 a share. Look at the numbers they're putting up, right? So great. And it's not. At the end of the day, if you feel like SoFi is a $50 stock longterm, $100 stock longterm, you should be thanking the market for not having the stock do well in the short term. You should be thanking the market. The only people that shouldn't is people that are margined out and have to face margin calls, which they should not be messing with that in the first place, or people that are loaded up on call options. Outside of that, say, "Thank you, Mr. Market. We appreciate you. We appreciate your generosity and giving us more time to load up on more SoFi shares. Me personally, I would love to continue to buy SoFi for at least the remainder of this year and future years. And so I would love we all have a finite amount of money. We all have a finite it doesn't matter. You could be Warren Buffett. You still got a finite amount of money to spend out there, right? And so given that I would like to buy as many shares I possibly can at as cheap a price as I possibly can. Would I rather pay $50 for SoFi today or $15? I'd much rather pay $15. Thank you very much. It's just the mathematics, okay? So, don't get frustrated. Just thank the market for giving you a longer, bigger buying opportunity if you really love this stock. Right now, this is huge. It took SoFi more than 10 years to reach 4 million members. They now added 4.1 million members over just the last 12 months. I mean, member, they call them members, I call them customers, approaching 16 million. They could exit this year right around I mean we'll see they could exit 18 or 19 million and they should hit 20 million customers next year in 2027. Right. And there's always a potential they could hit 20 million this year but I'm not super confident in that. 20 million I think is in the bag next year. Now this is horrible news for who? Not for SoFi. It's horrible news for big banks. Big banks are going to be in trouble five to 10 years from now. Big banks don't care about all these customers SoFi's grabbing right now and all the younger generation. You know why? Because they got the baby boomers. You know, Wells Fargo, who cares about SoFi? So what? They're grabbing the Gen Z's. Yeah, we got the baby boomers. They're the ones with all the money, right? JP Morgan, ah SoFi, whatever. You know, Bank of America, SoFi, whatever, right? All the regional banks, uh, SoFi, whatever. But they don't realize they're setting themselves up for big disruption 5 10 years from now. But of course, all these big bank CEOs and executives that are at these companies, they're probably not even going to be working for these companies in 10 years. So they're not even worried about that. They're just worried about keeping their baby boomer client base happy, right? Their current client base. But I'm telling you, like all these Gen Z's that are getting used to using SoFi and the millennials that are getting more and more used to using more products with SoFi, that's that's that's not going to be good long term for everybody else because that's going to become the financial institution the Gen Z's and the millennials are attracted to and use, never mind Gen Alpha when they get a little older in a few years, right? And they start getting bank accounts set up and things like that. And so I'm just looking at it. I'm like, dude, like I don't think they realize what's actually going on here in that their business models are going to be disrupted massively over the next 10 years if SoFi keeps executing like this because they're going to they're going to have all the younger generation and have it in a way that the big banks, you know, just can't even have a chance to essentially, right? So now, as far as the income statement they just reported, it's an A+ grade. Total interest income up 44% for the company year-over-year. That's an incredible number, right? And as far as expenses, they brought one line item down 37%. Deposits was up 37% but total interest income was up 44%. So that was at a grew at a much faster clip, right? Corporate borrowings was actually down 7% for the company year-over-year. Did this big other category, but that sometimes can be more of a one-offish thing, right? So total interest expense was only rose 28%. When your total interest income's up 44% and your total interest expense only up 28%. We're looking good. NI some people say the most important metric to look at when it comes to a banking related company or financial institution. NI 52% growth year-over-year. That's insane. Loan origination. Now as far as non-interest income, loan origination, sales, securization, servicing, that was a big growth engine. 112%. Technology products and development. This was a negative spot for Sofa here. That was down 42% for the company year-over-year. Loan platform fees up 10% there. Crypto, they started getting in crypto. Crypto transaction revenue 134 million. Uh as far as transaction uh cost of crypto transaction revenue, there was 133 million. So the net transaction revenue, they actually got $1.1 million positive there. That's good. That's a good little start, right? And that's got big long-term potential obviously for the company. As far as other categories, 78% growth there. Total non-interest income grew 288% or excuse me, 28%. I was like, wait, that can't be right. 28% year-over-year. So, total net revenues up 43% for the company on a year-over-year basis. Provision for credit losses was up 37%. That grew at a slower clip than total net revenues. Keep that in mind. technology and development. As far as these other expense items, they kept everything in check other than sales and marketing. That grew 48% for the company, right? Income tax expense, they also got screwed there. That was 220% gain. But net income up 61% for the company year-over-year. Diluted EPS up 50%. That's an A+ quarter. A+ quarter for SoFi. Incredible. Now, Anthony, listen, he's just got to continue to execute the way he's been executing. Don't overlever a company. man's got to be a party party party party party for SoFi for a long time. And so that's just the name of the game when you're running a a banking related company like a SoFi, right? And obviously they sell off some loans and try to keep it as asset light as possible, but at the end of the day, they're a banking related company. You just don't just don't just don't put yourself out of business in the recessions. Don't put yourself out of business in the recessions and uh grow in the the good times and grow and grow and grow. And so I'm very pleased. I couldn't be happier as a SoFi shareholder. And spoiler alert, one of the stocks we're talking about, I might be loading the boat on. Guess what it might be? It might be SoFi. We'll talk about a few of them in this video here today. Meta. Meta. Oh boy. All right. Meta. Okay. So, first off, as far as their outlook, the outlook, they talked about revenue 61 to 64 billion. That's a May number. That's nothing special. If anything, I might be light compared to where a lot of analysts are at. And so, just a man number. Now, keep in mind, they might be sandbagging. They could come in with 66 billion, 67 billion next quarter, something like that. But still, even then, it's still kind of a man number. Their revenue beat they just had here was pretty meh. As far as expense outlook, they actually are raising their expense outlook to 165 to 169 billion. They took a $2.4 $4 billion legal charge. Now, keep in mind that's a big number, but it's not the full story. They got a lot of other expense problems with this company on top of legal fees. Right? They continue to expect operating income this year to be above 2025 operating income, but still that's not saying much. They anticipate capex to be, you know, they brought up the lower part of the range. Now, they're at 130 to 145. The question is now, do they take that high range higher? Right? They're going to get screwed on taxes. They're talking about tax rate between 15 and 17% from 13 to 16% was a prior outlook. I mean, and then they're talking about this. Finally, we continue to monitor active legal and regulatory matters that could significantly impact our business and financial results. For example, we continue to see scrutiny on youth related issues involving in several markets and have a number of youth related trials scheduled for this year in the US which may ultimately result in a material loss. I mean, there's just nothing there. Oh man, it was so exciting. There's just nothing there, man. It's like, h, you know, if if at least they had a big revenue guide that was way higher than expectations, at least you'd have that to be like, "Okay, baby." Like, we got the revenue at least. But I mean, listen, I told you guys when I heard those capex numbers at the beginning of this year, right when Meta announced that number back in like February, I said, "Oh, we're going to get killed with expenses. we're going to get killed. And I was explaining to you guys like, you know, like this isn't looking good and it's going to get worse before it gets better. And that's what I keep telling people. And guess what? It's going to get worse before it gets better here with meta and these expense issues like on several different fronts. And a lot of people think it's just a legal expense. No, that's just one of many stories here. And it's going to get even worse. the capex numbers are so high, the depreciation they got to take over the next several years, it's going to get worse before it gets better here when it comes to Meta and these expenses. Okay, so revenue 28%. Strong number, but considering how much Meta's spending, it's not that strong. So revenue in the in the quarter for the company, we can say was up, you know, just over 13 billion. But how much did they spend on capex in the quarter? They spent tens of billions of dollars in the same quarter on capex with a 13 billion, you know, 13 billion revenue rise. So they're spending so much more than the revenue increase, it's not even funny. And then you can say, well, if they weren't spending a dime on capex, they would still be able to grow the business. So this is where people are like, where are you going to get the return on this Zuckerberg? Right? Cost of revenues up 33%. They grew at a much faster clip than revenues. R&D grew 67% from my understanding. This is where a lot of the depreciation is starting to hit. And that's going to get worse before it gets better. Look at how much faster it's growing than revenues. And the scary part is the raw numbers getting a lot bigger. Imagine where this number's at this time next year. Imagine marketing and sales up 15%. They kept that in check. Nice. GNA, you know, and this one they'll say, well, this is a lot of the big legal expense here, but that's a small number. This is where you got the big issue, right? Total cost and expenses rose 55% for the company year-over-year. Income from operations, damn Chinatown 8%. Listen, you're growing revenues 28% and your income from operations goes down and you're an established company like a Meta. Guess what you got? You got a spending problem. It's no different than, let's say, you know, net income down 14%, dilute EPS down 13%. Bad, bad, bad, degrade income statement. It's like imagine you're in the prime of your working career. You're making the most money you ever made. A lot of people that's around like we can call age 45 somewhere in their ballpark. Okay? So you're 45 years old. You're making the most money you've ever made and you're going in debt. What would we say about you? We'd say, "Dude, you got a spending problem. Why you keep buying those cars? Why you keep going on these vacations? You you're going crazy with it, man. Going crazy with it. Like you need to stop your spending. you need to chill. Like you're in prime, you're making more money than you ever made and yet it's just you're going in debt. That's meta. The earnings are going down. Their net income's going down. And like I said, on a mathematical basis, it's going to get worse before it gets better. That's an issue. Get me a tissue. Now, this puts the whole chip trade at big financial jeopardy. When I say the chip trade, I'm talking about all the semiconductor related stocks that had been the hot stocks and now are the coldest stocks ever. Right? We now need AWS to save the whole chip trade because Meta's numbers are so bad. People are going to start drawing conclusions about this is not sustainable and Meta is going to have to start cutting these capex numbers in future years because they're not getting the return. This is awful. I mean, awful. You're just not getting the return at all. Right? And like I said, it's going to get worse before it gets better because the raw numbers are getting bigger for the expenses, right? No. AWS 28% growth last quarter. The midpoint from what I've seen is analysts are at like 32%. Amazon needs to crush it. I'm talking Amazon needs to come in with like an AWS growth of like 39%. Like 42%. Something crazy to get people to say, okay, the semicondrade is back on. If if Amazon just comes in line, oh no. Oh no. You know, analysts are like 31 to 33%, 32% midpoint. Amazon needs to come in, I'm telling you, with like a crazy number, like 38, 39%, 42%, something wild. Otherwise, a chip trade could get scarier the rest of this week. Okay? Now, one of the things that's talked about a lot, right? And see, you know, I always like to show you guys like I will talk down my stocks when they deserve to be talked down. I'll talk them up when they when they're when it's time to talk them up, right? I'll just give it to you how it is. And in regards to Meta, you look at that stock and a lot of people are excited about the Forward P like, "Oh, forward P and Meta is 18." Do not believe that. Do not do not believe any of the Forward Ps you're seeing out there for Meta. Don't believe it. The legal expenses are likely keep occurring. That's a that's an issue, but that's a small money issue. Actually, based upon the spend and the revenue growth not being exciting enough, they're going to probably be much less profitable than people are assuming over the next year. And so, when you look at that stock and you're like, "Oh, the Ford P says 18." Don't believe it for a second. The Ford Petta might be 28 or 30 right now. That's what we're talking about here for Meta. It's a messy situation, right? And I'm not talking Argentina. Listen, okay, we're at a crossroads with Meta. The short term is messy and ugly. And it's, in my opinion, it's going to get messier and uglier in the short term. And Meta has a history of going through these hurricanes, I call them, right? Where they're in the eye of the storm. I think we're getting toward that eye of the storm, but we might not even be there yet. They get some more legal challenges. government's after them along with revenue growth that's not too exciting and an expense problem that gets more exacerbated as you start to see these numbers over these next two quarters. I mean there's just it's going to get it's hard for any and this is why I keep telling you guys I'm like it's hard for get anybody to buy Meta, right? And I've been telling you guys like the worst case scenario Meta goes down to the 350 level. That's how if it really gets ugly, if the market really gets ugly and the story gets a lot worse for Meta over the next couple quarters, you could see 350 for the stock and a lot of people like that's impossible. That would be down 50% from the highs. Um, did you forget? Did you go through 2022? Cuz I went through 2022 with Meta. You know what? We went down peak to trough 70%. 70%. The stock bottomed to 88 bucks. Are we going back to 88? Nope. Dream on. Could we go back to 350? That's a potential. Could we go back to 450? That's a potential. So, but you as an investor, you got to figure out what do you want to focus on here with Meta. Do you want to focus on the short term, right? If you're, let's say you're bullish on Meta for the next 5 10 years, or do you want to focus on the long term? If you're focused on the next 5 to 10 years, then Meta over this next 6 to 12 months is a magical buying opportunity. But just understand, you might be buying shares lower in the future. If you buy Meta and you get shares at 550, just understand there's a decent probability you could get it at 500 in the future. And 450. Now, you might say, well, I'll just wait for 450. How do you know you're going to get 450? You don't. So, you just have to buy as the stock goes down essentially. And once again, there's no guarantees that Meta just keeps going down. But like that's why I like to average into a position over a period of time. You don't see me just go all in one stock in one day. I buy it over a period of time. You look at me in 2022 when Meta crashed, you know, 70% from that peak in 21 to the trough in 22. I bought Meta so many different times and then I came in with the last big huge buys when it was under 100, right? And I got some at like 88 94. I got some at like 93 and some change. I think I still hold some of those shares in the public account. But I was buying along the whole downdraft. Like I think I bought some at 128. I bought some in the 150s. I bought some when it just went under 200. I mean, you know, so you just have to if you love it for the long term, if you think Meta is a $1,000 stock longterm, a $2,000 stock longterm, you just have to keep buying it. Keep buying it. Keep gobbling up shares over a given period of time of 6 to 12 months, if not 18 months, right? And so that's meta. It's a mess shortterm. It's going to continue to be a mess shortterm in my opinion, but it does have big long-term potential. And the lower the share price goes, the bigger, you know, the reward potential will be when that one does eventually flip. And they'll crush this. You know, the big thing is Zuckerberg will capitulate when this I've said this so many times the last few months. I hope everybody's been listening. When the stock gets crushed, really crushed, not like down like 20 30%. That's nothing for Zuck. He's been through that many times. You got to crush the stock 50%. You got to crush a stock 50% or so from the highs. That's the number Zuckerberg looks at, says, "All right, I get it. We'll chill on the spending." Until you get that 50%age drop, he's not going to chill on the spending. Likely, he's just going to keep the pedal to the metal cuz, oh, the market's giving me a pass. I could keep spending like a drunken sailor. you you send Meta Stock down 50% plus from the highs which you know that would be high 300s then that's the moment Zuck capitulates and starts saying you know what future years we're going to be much more moderate in our spend that would not be exciting for the chip trade semiconductor trade keep that in mind okay so just something to all play out as a game here all right next up here the hood and I'll talk about what stocks I'm ready to load the boat on. Okay, the hood. Robin Hood. Oh my gosh. Great revenue growth from this company. 32% total net revenues up on a year-over-year basis. That's phenomenal. Phenomenal. But they got some big spending problems at this company as well. It's not brokerage and transactions. It's not technology and development. They kept those pretty in check. But operations was up 97%. Provision for credit loss is up 100%. I don't know if that has to do with their new credit card business they're launching. I I don't know what's going on there if that has to do with margin, but that was a that's a huge increase there. Provision for credit losses up 100% on a year-over-year basis. GNA grew 51%. So total operating expenses actually grew at a faster clip than revenues. 33% growth versus 32% growth there. Right now they had this oneoffish category here that they got like $135 million gain on. So, it made their net income, EPS, all that stuff look way better than it should have been. It should have been, you know, much more depressing than this. But it was a C plus grade I gave for Robin Hood. Right now, a lot of people wonder, you know, is Robin Hood a buy? Is it not a buy? You always like there's a good way to know if Robin Hood's a buy. Okay, you got to say, are we in a bearish market? That's that's best. You know, you can look at all the PE ratios and and forward P's and past things and at the end of the day, Robin Hood can be a very cyclical stock. And so, you got to look at it from a perspective of are we in a bearish market, right? And they'll usually tell you if Robin Hood's a good buy or not at that particular time because you actually want to buy it. You want to be a contrarian with a stock like Robin Hood. Like when the everything's at all time highs, when Bitcoin's at all-time highs, when stock market's at all-time highs, when there's huge FOMO in the market, that's when you need to take a step back from Robin Hood and say, you know what, I'm not really interested in the stock. Right? But when no one wants to own stocks, when no one wants to own Bitcoin, Ethereum, when they're doing horrible, that's actually when you want to usually step in Robin Hood and the stock's usually down 40, 50, 60, 70% from the highs, right? So crypto's in a bare market. That's the good news. Bitcoin, Ethereum. So that gives you kind of a green light to say, you know what, maybe Robin Hood's an interesting buy here. But but but the S&P 500's only down 4%. 4%. Four flip and flapjack and percent from alltime highs. That's nothing. I would say I would feel comfortable buying a Robin Hood with an S&P 500 down 10% plus. You You throw an S&P down 10% plus. Now we're talking. So you got a crypto in a bare market plus an S&P 500 down 10 plus percent. Call me in coach. Now I'm in arrest in Robin Hood. Now some people might say, well, it's more than a crypto and stock market play because they're going to get big into or they want to get big into credit cards. We'll see if they're successful there, but they want to push into those. Uh they want to push into more potential banking products. They want to push more into the prediction markets, right? So, you know, cool. But the end of the day, this is still a crypto and stock market company. And so if the stock market's going up, if crypto's going up big, Robin Hood is making fortunes of money and they're probably attracting tons of customers. When those are in a bear big bearer market, people just aren't excited to buy those asset classes. And so Robin Hood starts to drop as far as members go. And I wouldn't be surprised if you start to see that trend play out with Robin Hood over the next quarter or two where the amount of members are able to attract actually starts to potentially go down. We'll see. football season's coming up, so that could boost Robin Hood a little bit, at least as far as a predictions market side, right? But, you know, that's just something to keep in mind there. Okay, next one up here. What am I looking to load the boat on? Well, a few stocks. One is Netflix. Netflix is a stock that's very attractive right now. That one I want to continue to load up on. That one's actually a very clean story. It's had a very attractive valuation, a very clean story. They don't have spending problems. They got multiple ways to grow revenue. It's actually a very controlled company and it's at a very attractive valuation. So, I actually like Netflix here. Celsius Beverage, uh, Celsius Holdings, I still like that one a lot. The numbers look good out of the Neielson data that I see. So, I continue to like Celsius actually a lot here in the 20s. Robin Hood, like I said, if we can get an S&P down 10% plus, I actually very interested in starting to position Robin Hood. If we get to that S&P down 10% plus, you might see hood with a seven in front of it. 72 77 something like that. And so that's a point where I would probably start to start buying the hood and start loading up on it. And then, you know, if the market kept going down from there and and Bitcoin kept being weak and Ethereum kept being even weaker, you could see Robin Hood going in the 60s, maybe even the 50s if it really got ugly. And yeah, I would be actually low in the boat on Robin Hood at that particular time, right? And the other one I want to load up on is SoFi. SoFi. Now, keep in mind SoFi can't make that too big of a position because SoFi is something banking related. And so it always comes with danger there. Right now, there's some other stocks that are very tempting. Actually, MU's even got tempting. MU 739. You know, it's a somewhat of a tempting stock. AMD 429. We haven't even got to the shock and all quarters. We're about to get those. That one's actually pretty tempting, but I have so many AMD shares are coming out of my ears. uh stocks like SpaceX, stocks like Tesla, no, not anytime soon. Those ones are not to play anytime soon, right? And so that's kind of where I'm at with those. No, also keep in mind, ladies and gentlemen, bunch of drama, bunch of earnings. Remember what you're building for, right? I look at the public account. I'm trying to build a multi-8 figure portfolio over time, right? I want to take this portfolio $10 million over the long term and then multi-tens of millions of dollars. And so all this drama, all this stuff, all these earnings, you know, it's here today, gone tomorrow. And uh we just got to focus on the companies that are going to do phenomenal over the long term, right? Description area down there, got all my stuff linked. If you want to follow me on Instagram, if you want to follow me on X, if you want to join my private stock group or apply to join there, if you want to join my Patreon, if you want free workshops, I got it all for you down there in the description area. All tons of fun stuff. So do enjoy that. All righty, guys. Much love as always and have a great