The Secret to Buying Stocks at All-Time Highs (It's Not What You Think)

The stock market sitting at all-time highs. Is it a good time to buy right now? Should you wait? What does history show you? And what are some opportunities if you're looking for individual stocks to buy right now? You can see the S&P 500 all-time highs here, 7723. We closed over 7,700 for the first time in history a day or two ago. You can see NASDAQ's up slightly while the Dow and the S&P are down slightly. And if you're looking at buying at the S&P 500 at all-time highs, you might think, well, that's a risk, right? You want to wait for a pullback. And of course, I'm never here to tell you what to do with your money, but history says the risk is overstated. So, if you look at this going back to 1950, and I posted this on X, history says no, that it's not necessarily risky to buy here. Of course, nobody knows for sure, but since 1950, buying at new highs produced smaller max draw downs than buying on any random day or even during pullbacks, corrections or bare markets. So, one month you got the stats here. Why is that exactly? I think it's because the market kind of puts a new floor in. It doesn't mean it can't go below it, but historically going back to 1950, oftent times you get a new all-time high, you kind of put a new floor in it, and it's going to depend on a lot of things, macro and earnings and GDP and all those things that we talk about all the time, especially in the private community. And as we go through this video, we'll talk about the K-shap economy and some of the risk of that, right? And you're going to see bifurcation in different stocks. And I'm just sharing the facts here. You know, waiting for a dip doesn't always mean that you reduce downside. That's the point. And the main point is that time in the market still beats perfect timing or trying to time the market. Generally, that's what traders do. And it doesn't work very well. So, some crazy earnings. I've been covering as much as I can for you here as well as in Discord. We've got earnings from Marcato, Libre, Celsius, we've got Uber yesterday, Apploven, Data Dog, and more. We're going to talk about those and more. If you look at one of the fired up favorites we bought and shared back at $75 a share, you'll remember this side smaller cap semiconductor company. Now it's a 17 billion market cap. In fact, the 52- week high was 900 bucks. It's 661 right now, but it's up 21.74% today after a really strong earnings report. So, congrats any bulls that bought sidetime $100 or less. You've done quite well with the stock. Now, you don't care about that one. You want to find opportunities because you might have missed side time. What are some other stocks that maybe I'm buying, the community is buying. I bought some Marcato Libre today. Of course, that's just what I'm doing with my money. You have to do what's best for you. But earnings I thought were really strong. I'm going to explain why the stock is down 7% after earnings. If you look at this GAP EPS of $9.19, beat by 25. Revenue 10.17 billion. This is a new record. almost 50% year-over-year revenue growth that beat by $410 million. And so you can look at some of the stats and say, you know, originally the shares were up 3.4% and then they came down. Why is that exactly? Let's talk about it. So in Discord in the Fire Up Wealth community portfolio, I shared some of these stats with you and I also shared we'll talk about that one later, but Marcato Libre. All right, this is a 50% year-over-year topping $10 million for the first time. You can see that overall really strong report. What's going on? Let me break it down in simple terms, right, Melly? It wasn't a cheap stock to begin with, especially on traditional valuation metrics. For a long-term investor, these quarterly fluctuations matter less. This for me is a 10-year hold. I'm holding this for five or 10 years. Buy, hold, and monitor. This is me monitoring my investment. In fact, I bought some more today. And I do think that Marcato Libre has tremendous TAM and opportunity and that's why I'm investing it with with my money. All right. So, what exactly is going on? Well, first of all, it's important to understand how these percentages work. So, when you see 6.7%, this is the oper operating EBIT's margin for this quarter. gross profit margin TTM. If you look at like for example on let's just show you seeking Alpha really quick. If I go into here and I go into profitability, you're going to see this gross profit margin TTM at 49.47%. Okay. So, when I look at this number, which is what you're going to see in these highlights right here, 6.7%. The market doesn't like that number, right? And I'm going to explain to you why, but gross profit margin TTM a rough educated guess here because the company doesn't publish the exact split, but I think e-commerce is probably 38 to 42%. So let's just call it 40%. Fintech, you know, roughly 58 to 65%, the blend is about that 50% you saw on Seeking Alpha. The gross margin is going to tell you the profitability of the actual products or service. operating EBIT margin if you're not an accounting major is going to tell you what's left over after running the business people marketing tech overhead ex etc. So management, if you listen to earnings, and it's important if you are an investor to listen to earnings calls, management's deliberately choosing growth and long-term competitive strength. This is a huge opportunity when you think of total adjustable market with Latin America. It's got to build out that logistics ecosystem, right? And management is deliberately choosing growth and long-term competitive strength over near-term profitability. and it said it right on the call, the result of a deliberate choice to continue prioritizing investment over near-term profitability. So, prioritizing investment over near-term profitability. In short, though, Wall Street hates spending investing over short-term profits. They'd rather see short-term profits. You see this over and over again. I'm investing over 25 years. I'm telling you, Wall Street doesn't like to talk about five years from now. They want to talk about five weeks or five months. As someone who owned Amazon for many years, this is very similar. Amazon had to spend a ton of money on capex to build out its ecosystem, its logistics infrastructure. The big difference here is that Amazon had AWS, Amazon Web Services. Melly doesn't have cloud services. In fact, a big chunk of Melliey's business runs on AWS. But this is a long-term story. In my opinion, this thesis is as bullish as ever. This is a very strong report. did add a little bit more just a nibble here and you can see the buy on your screen for Marcato Libre. So looking at a chart I'll tell you where you know what I see the possibilities you this stock was up to 2645 here. This is July of 2025. So just in one year it's come back. I believe it's an opportunity. Of course you have to always do what you think is best for your money. Build a blueprint, right? But here are your updated FIBs. These are Fibonacci. When you look at technical analysis, 99% is fundamentals. That's going to be quantitative and qualitative analysis. The last 1% after you put in the homework, you've researched the stock, the financials, the management, all that competition, SWAT analysis, right? Barecase, bull case, then you're going to come in, you're going to look at this chart, and you're going to try to see where better entry and exit points are. That's the point of TA, technical analysis, not to look at a chart and buy off the chart. So based on that, you're going to have an idea of what you think the stock is worth, what you think it might be worth as a long-term investor in the future, right? And of course, nobody knows for sure, but you put in the work. And the harder you work, the luckier get, the luckier you get. But this updated FIBS S1759, that's just slightly lower than we're at right now. It's trading at 1777. S2713, S3,640. Could it go lower? Could it go under 1500? It could. And I would love that because I would I would buy heavily in that price range. I personally like Marcato Libre, but it's a long-term investment. So, it says right here 2035 hold. If you're buying this for a quick buck, you probably should avoid it. All right. So, this is not just going to be a quick hitter. Now, next Celsius just reported earnings this morning. And you can see non-GAAP EPS of 36 cents. Missed by 6 cents. That's no good. Revenue 817.9 million. Also missed. This is a double miss. The guidance also isn't stellar. The stock is down 16% under $25 a share. And you can see the growth is only 10.6%. Overall, this was not a great earnings report. So, if you are a Celsius bull, it's important to understand what's happening. And I'm going to go back into Discord in the Fried Up Wealth community portfolio channel. I posted this this morning. So Celsius shares fell sharply and you can read all this, pause your screen if you'd like. The community portfolio does own a small position. That marata Libre, by the way, it's about 4%. I don't want it to be a core, it's the goal is 5%. Celsius, it's more of a spec position. Generally spec for us is 1%. They're small positions. So you're building out a blueprint, you're going to have maybe 10% in spec and have a bunch of stocks, 10 or 20, not just a couple. And I know some people are going to be listening with $500 accounts and say it doesn't make sense. I get it. Do what's best for your money. I'm just sharing what I do with my money and how this community portfolio works. This portfolio is roughly 550 grand. We started it new with zero zero dollars in 2022. But this is a 85% of the portfolio. So you could add a little bit if you wanted. It could even be like a one and a half% position if you wanted to. I'm not buying it right now. I haven't added this morning. But I I do think it could be an opportunity if you don't own it as an entry point. At the same time, I kind of share my thesis here, and this is going to segue into the next thing, but overall, this is a brutal quarter. Management's discussing 2027 on the call. They really lack confidence in the rest of this year. I don't think it's going to be a fast recovery without a catalyst. In other words, I don't think this is just going to be a V-shaped recovery kind of tomorrow and and bounce back to over $30. It could because the thing about it, you have to remember, 60 to 70% of short-term movement in stocks is about sentiment and momentum. As a long-term investor, we're not using 60 to 70% of sentiment, momentum in our decision-m, and we know that it could take time for stories to play out. So, as a long-term investor, this might be something like, hey, I'm willing to potentially buy some shares and maybe add it if it goes lower. We call it dollar cost averaging, but it might not fit your blueprint. And this is not a stock for everybody because this is consumer focused and it's more of a speculative type player, right? When you think of secular growth trends and technological trends, I mean, energy drinks aren't really that. Is it a secular trend? I mean, you can see Monster stock, you might be surprised, you know, people that don't understand Monster, if you look at this stock, the max performance on this, it's up 49,000%. And this beats a whole lot of tech stocks out there. You know, if I look at like five years, of course, 93%, a lot of that growth comes from going way back here when it was a penny stock. And of saying that that this is something that you can find nowadays because of how IPOs work. But the point being is that this stock has crushed it. You know, even if I look in the last like 10 years, it's done very very well, right? So, I'm not saying that Celsius has to necessarily do that, but I am saying there is a path there for growth and for a stock to make money. We've seen it with Monster. Be careful of the trap of well, Nvidia did it in their 5 trillion, so AMD has to be that, too. I'm not saying that Celsius has to be Monster. And if you look at the market share, of course, it's it's going to have a market share, but you have huge competition with Monster as well as Red Bull and others, right? So, lots of competition. Now, Pepsi does own 11% of this, but what I really want to focus on, um, Wingstop and Celsius. To me, it's telling me that the consumer is not doing as well as most people think. And it's really explaining the type of economy we're in. And I want to talk about that so you kind of understand. Now, when you invest in any any type of commercial or consumer focused stocks, I should say BTOC, you know, consumers are fickle. And what's popular today might not be popular popular tomorrow. And you have to be careful with these kind of stocks. You know, like restaurants, if you've ever owned a restaurant, I'm a part owner of a restaurant. I've owned other restaurants in the past. They're generally not good investments. Consumers are very fickle. Restaurants, the the fads change. It's a very difficult industry. Margins are very tight generally. And you look at Wingstop, this reported earnings recently, and it did beat on EPS by 16 cents, but it missed on revenue. And the worst part here, only 6.5% growth and even worse, domestic same store sales declined four to 6%. So what is that telling you? Because you can also look at McDonald's and you can see McDonald's gains even after comparable sale sales momentum phase in Q2. Well, McDonald's is a little bit different because people buy this for a 2.68% dividend. Very different type of investor, right? A DJI type investor that's not really going for growth. They're going for the income like that passive income strategy after you've accumulated money and so forth. So if you look at this comparable sales for McDonald's up8% in the US versus 0.9% consensus but this isn't great growth, right? But you're having actually negative with Wingstop and it comes back to the demographic. It comes back to a lot of people that are maybe buying this. They don't have as much money and the reason they don't have as much disposable income is because oil prices are higher. when it costs $70 to fill up your gas tank versus 50 that's 20 bucks less to spend on energy drinks on McDonald's on Wingstop and so on. So the demographic both the type of customer that they're targeting especially with Wingstop for example as well as when you think of the financial demographics we have what's known as a K-shaped recovery. So a K-shaped recovery, what that is is it's an economic state where different parts of society or industries move in opposite directions at the same time. High earners and asset owners climb the upward arm of the K. So if you you make a lot of money and you've been investing a lot of extra disposable income into the stock market, it's just compounding and going, you know, up this direction versus the other way. If you're lower income and you're not actually s. So stock market's going higher, tech stocks are going higher. You've got high earners and asset owners climbing upwards in that arm of the K through thriving investments while lower income groups and labor dependent sectors slide down due to persistent inflation. in tighter budgets and not benefiting from things like the stock market. And this is why if if you are new to investing, this is why investing can change your life. It's it's never a guarantee, but if you look at the history of the stock market in the in the history over the years, generally speaking, it's been a good investment if you're buying the S&P 500 and buying high quality stocks and holding them for the long term. If you don't know my background, I come from a situation where I didn't grow up with money. And being a multi-millionaire now, it's all because of the stock market. And I've also done real estate investing as well, but the stock market is the simplest wealth creation tool for me because it's not going to call me at 4:00 in the morning and tell me, you know, that I have to go unplug the toilet, you know, the the toilet's clogged or the water heater exploded or, you know, whatever. Lots of things happen. as a as a as a a landlord and you probably know if you own any rental properties. It's definitely not passive income, right? Stock market, anybody can download an app and you can buy stocks. The problem is is most of the time you're not educated. You buy the wrong stocks and you lose money. And the stock market really is designed to take your money if you let it. If you're FOMO chasing at the wrong time, you're using options trading and margin and derivatives. Those are all things that are dangerous that I personally wouldn't do as a new investor. All right, but this is a K-shaped economy recovery talking about like technology, retail and software services going up, travel, entertainment, food services, hospitality going down. And this is what you're seeing. And with oil prices being es, you know, accelerating higher for a while there because of the Middle East tension, that is going to put pressure on inflation. It makes everything more expensive. It also tells the Fed, hey, we can't lower interest rates because inflation's sticky. we might actually have to raise interest rates which would make the market gyate, right? So, I mean, McDonald's stock is holding up a little better, but this again, this is more of a dividend type stock, 2.71%. So, I'm not trying to put them in the same bucket. I'm just comparing consumer. The consumer has less money to spend. They're going to spend less money at McDonald's at with Celsius buying a $3 energy drink, you know, with Wings Stop. You just don't have the money to do it, right? So that's important to cover. Apploving also had earnings. GAP EPS $3.77 beat by two. Revenue $1.92 billion. That's up 52.4% but it missed by $20 million. So I look at this and I say, what's going on here? Why is the stock down? It's down 20% right now. I'll get to that in a second. Before I do that, I I know I already covered Melly. I do want to cover Celsius and Wing stop just to show you where the possibilities are on the chart. You know, with Celsius, you look at this thing, it was a 100 bucks and we say fundamentals are 99%, technicals are 1%. This is a great example where FOMO chasing just doesn't end well. I remember a VIP member bought this stock really down here, really cheap somewhere, and he had a big position. It was a large percentage of portfolio and we don't like having big concentrations. They said, you know, you could consider maybe taking some profits on this at 100 bucks. It's pretty expensive. And you know, just looking at it, it doesn't seem like something. You know, of course, he sold it and it did fall and then it popped back up and he was probably getting nervous. But then this happened, right? Well, if you really love the company, you can always buy some more shares at $24, but when if when it's ahead of itself and it's parabolic, this is a parabolic chart. These are what we call air pockets. This generally does not end well when you have a trend line down here and the stocks up here. So, you usually want to trim this to house shares or, you know, trim out of it completely if you want, but if you still want it in your blueprint, you might trim it to house shares. So, you might sell twothirds of it or something, you know, depending on how you're managing it with that blueprint in those allocations. But now it's all the way down here. Is it a buy? Well, it could be an opportunity, like I said, for, you know, a new position. The S3 Fibonacci is $22.33. With a bit bit more weakness, I think you could easily break $20 a share. So, right here's the S3 $22.33 and it could bottom anytime. It could hold up around 25, but it's important to understand the possibilities. If you were to buy some at 25 and it went to 19, you shouldn't be insanely shocked because I'm telling you, it's a possibility. Wing stock, you know, or wing stop wing stop stock fundamentals. This I just said this on August 4th before chart day and said fundamentals are broken down. That same store sales growth is decelerating. Their target target demographic is being impacted. Again, that K-shaped economy. The S3 is $95. I could easily see it under 100. Now, buyers are coming in around 120. Again, you have to DCA. And it's tough because you buy some at 120, you know that the S3 is 95. So, if I bought some at 120 and it went to 95, I wouldn't be shocked because that's a possibility in the chart. And it's a very bearish setup overall, right? It's probably going to fade lower. It doesn't have to fade lower. And if you look at this, it did bottom out at 116 in April. Could it retest something similar or maybe $5 higher? That happens all the time. It's going to come down to your conviction. Do you like this company? Do you like this stock? I will tell you though, the fundamentals, guys, do not look great. They don't look really, really great at all. So, you know, this is not good uh on Wing Stop. You know, I' I'd have probably a little bit more confidence in Celsius than Wingstop at this point, but neither of them are like, "Hey, I have to go out and run and buy these." I'm not I'm not adding either right now. If they go a little bit lower, maybe. And I'll keep you posted, of course, in Discord like I always do, right? But I do want to cover App Loving. It's down about 20%. I also want to talk about Uber and Data Dog and a couple others. Apploving, right? If I look at this 52% growth and you say, "Well, it's because it's really expensive." Well, this is a tough one. Profitability matrix, you know, if I look at the metrics on this, 88% gross profit margin, TTM is A+ profitability on Seeking Alpha, net income per employee, 4.47 million. This is higher than probably anything you'll see. This is even higher than Nvidia. And these numbers are off the charts. Like ju just to give you an example, Nvidia, it's bringing in about $3.8 million per employee. So 3.8 8 million for Nvidia, Amazon because it has a lot of people with the retail side of it. Only $85,000 net income per employee. And then I look at Apploving, it's bringing $4.47 million with amazing gross profit margin, 88%. The growth, 30%, 66%, I just showed you 50%. And you say, "Well, it's got to be too expensive." Well, I mean, it's not dirt cheap or anything, but a 26 gap Ford. This actually has gap profitability. It even has a peg gap, a TTM of.39 under one is generally good. The price to sales, the Ford is a 17. So, these numbers get a little goofy sometimes with especially with anything that has kind of SAS or recurring revenue like this does. But generally speaking, if I look at 30 and 60 and 50% growth and a 26 gap 4P ratio, it it pe it peaks my interest, right? And yet the stock on Apple 11 is down 14% in the past year. It is up 470% in the past five years. So you could say maybe it's profit taking. But I'll tell you what I think it is. Let me do that after I show you the chart because I always seem to forget. And I'm I'm doing this live, guys. Like I'm not editing at all. It's not scripted. I just have some things up that I want to talk about and I'm trying to go on that order, but app loving, here's the question. Is it a strong buy or is it the next trade desk? And this is where I was going. The chart's not going to tell you that. And I think some of it is sentiment. It's like, I'm not saying they're the exact same company, but it falls in the same kind of area. And people got burned on Trade. And I kind of have to wonder like, do people think this is the next Trade Desk? Because Trade was great till it wasn't. And I I even said in in a recent chart day, I'm not buying app loving. Even if it comes down, I'm probably not going to buy any because I'm nervous about trade desk. At the same time, the riskreward looks really strong. This R3 Fibonacci is 648. Of course, there's no guarantee it's going to go there. It just the riskreward setup doesn't look bad at all. This S3 is 251. Could it go down there? It could, but it probably holds up a little higher than that is my guess. If I look at April 2025, the stock got down to $200 and then recent lows, March and April, it got to about 350, 360, you know. So, could it come down to like 200? It could. It probably has new floor at 250 on this S3 and it might even hold 300 or 325, but I I lack a ton of conviction because it kind of feels like the sentiment's that way. And remember, sentiment 60 to 70% of the short-term movement and sentiment can linger for years. Look at the PayPal of the world and so on. So, I just don't have like a pound the table. This is not one of our top con high conviction stocks or anything. If you look at our breast best of breed list and it's just not one I'm personally buying right here, but I do think it it could be an opportunity for the right person. Um because if it does go back to even this R3, that's considerable upside. Alltime high is 738. I mean, it's trading at 335. So, you can do the math, right? But definitely be careful. I think it's a little bit more speculative. With all that said, the numbers look really good. You know, the numbers look really strong. So, it's going to be hard to say um you know, how it all kind of pans out, but Apploven's one to take a look at. Uber is holding this 67 or so yesterday, I think it got to. It's down 20% in the past year. It's only up 56%. I say only, but if you look at a lot of tech stocks, they've done better than 56%. Now, if you look at ARC um as an example, if you look at this over the last five years, um this is down 38%. So, I guess Uber still is quite a bit better at a positive 55% versus a negative 45% or whatever. So, if I look at Uber earnings, you can see that we had non-GAAP EPS 81 cents beat by 1 cent revenue. This is 14.19 billion missed by 70 million. It's only 11.7% growth. And this is where I went into Discord yesterday. Also made a I made an exclusive video on Patreon and it broke down Uber. So if you haven't seen that, it's right here. You can go take a look at it. It's on the Patreon page. If you're not in our community, you want to be in Discord, you want access to all this, go to patreon.comfiredwealth and join us. There's a few seats left. But Uber, I explained yesterday at 11 o'clock a.m. another good quarter overall. Here's the numbers. You can pause and read it if you want. I want to get to the skinny. Number one, they generated $10.1 billion of free cash flow. This reminds me a lot of Airbnb, how it was just printing money and nobody cared. The stock just kind of stayed in that same range. Uber's been kind of staying in that 6575 range it seems like forever, right? They also ended the quarter with 5.4 4 billion in unrestricted cash and cash equivalents and investments 12.5 billion overall. The balance sheet looks good. The company's doing well. The growth was a little bit slower. And the thing about it is is this is purely optical. It's a headwind on the revenue. And I think the market didn't understand right right away, which is why it knee-jerk sold off. And then as analysts kind of figured it out and you know, Wall Street figured it out, I think you you saw some buyers come back in. But this is what happened. So there's an accounting change because of UK tax VAT rule changes. This took effect in early 2026. And essentially it's called the taxi tax. I'm not going to read through all this. You can pause it, but it's going to change how the revenue is recognized. And so it simply moves driver payments from cost of revenue to reduction of revenue or contra revenue. If you're not an accounting major, don't worry. You don't need to be. It does help some. It's actually good and bad because it gives you biases because you're always focused on just the quantitative data and not the qualitative. And if you're trying to growth, be a growth investor. It's an art, not a science. And qualitative is a big part of the story. And so a lot of people that are accountants generally um will buy stocks based on fundamental. And there's nothing wrong with value investing, but when accountants try to get into growth investing, I haven't seen many of them do well because of those biases. Fun fact, gross profit, operating income, adjusted EIDA, free cash flow, and the actual economics of the business are completely unchanged. Gross bookings, the metrics that reflects the real platform volume growth grew at 22 to 24%, trips roses 18%. So, if someone is purely reacting to this report, this headline on 12% growth looking soft, it's a distorted number and they probably don't understand that. Most people don't. Traders don't. They just knee-jerk. They see a headline and they go sell it. But these numbers are good. You look at mobility 20%, delivery 25%, you know, freight 25%. The company's doing well, right? So Uber is one. If you don't own this one, I think there's a case for this in autonomous vehicles. We've covered this extensively in the private community. We did a 2026 conference video series on physical AI and robotics that talked about companies like Nvidia and Tesla, also Uber and how Uber could be a player in this space with robo taxis and being kind of that app, that contact to connect people to robo taxis, right? So Tesla's going to do its own thing. Whimo's doing its own thing, but could it be a three-headed M? It's hard to say. But Uber has lots and lots of volume. People like ecosystems that they're used to using. It's the same thing with AI winners. It's going to be ecosystems, things like Google and Apple and Microsoft, things that are you're used to using that businesses, enterprises are used to using, those are going to be the ultimate winners of AI. And we've seen that recently here. We saw some data from the street talking about how the return on investments actually come into fruition with these companies like Microsoft, right? But uber updated fibs, you've got S2 is 63.97, S35980. Looks like buyers came in above this $65 level. Um, I like this stock, especially if it's 65 or less. If it got to 59, I I really I do like it, but it's not one I have high conviction on where I'm like loading up the truck. It's like maybe a 2% position or something like that. It's not going to be a big position, and it's in the community portfolio, not in the main. Now, data do also reported earnings down 15%. And that might alarm you, but I remind you that this is SAS and so most people aren't going to understand it because it's going to have something like a high PE ratio 116 here. You generally look at EVNCM revenue. It is recurring revenue. These have high beta. They constantly go up and down 10 20 30% a day. Most people, especially new investors, should avoid these kind of stocks because they are highly volatile. They have high beta. But overall, it was a good earnings. 65 cents beat by 7 cents, 35.4% 4% growth on 1.12 revenue billion and you know if you look at profitability wise it's SAS so it's going to have pretty solid gross profit margin about 80% you know growth 25s and 30s and of course valuation you look at EV&tm revenue if you're looking at traditional metrics and this is again where like accountants might look at this and say well I have to use a PE ratio well this isn't your huckleberry that's not how you value these kind of stocks because think about it the the revenue is recurring if you've ever been in sales the hardest This thing is going out every single quarter and starting from zero. SAS companies don't have to do that. The crowd strikes of the world. Now, companies like Snowflake are consumption based. I can go down a rabbit hole. I used to work in software for a decade. I won't bore you to death. But data dog is still expensive. And this is one I just trimmed. I I literally just trimmed some couple days ago. Um not at the perfect high, but you know, 20% higher than it is right now kind of a thing. It's up 74% in the past year. It's only up 80% in the past 5 years. I say only because 74% in one year. I'm going to explain why the stock is going higher. Before I do that, let's look at a chart and I can show you. Anytime you see orange, by the way, these are previous chart days. Yellow is today's chart day. I I and we're not doing chart, babe. It'll be today's presentation. I don't think I explained that earlier. So data dog if I look at this big Fibonacci range 302 and there was a chance you know if if the earnings went went well you could see it 300 plus but there was a much higher probability it dropped 20% than popped 20% based on where it was at. If you've been following these for a while I've been investing in these companies for many years most of them since like IPO stage. I was in software for 10 years. I was buying these kind of stocks when the market didn't you know market still doesn't understand them but most this wasn't a household name. Crowd Strike wasn't a household name and so forth. If I look at the 200 day simpler though, this is 169. Most of our buys have been like in the 70s. If you can see our cost basis in the main 7179, the community portfolio, I have a hard time paying even 237, but it's obviously a much better price than where it was just at at 292. I think that the reason it's going higher is because if I look at OpenAI and I look at Collad, these companies, these LLM companies are using data dog almost exclusively for observability. And so that is why the stock market's been interested in this because it is kind of part of that AI trade. It has AI observability. It's also getting more into cyber security and cyber security is going to be more resilient than than you know SAS companies that are outside of that cyber space. Right? So those are what six three four five six stocks that are at least interesting to look at some thoughts on it. The only stock that I'm buying right now on the list is Marcato Libre. Le recently we bought some names like AOI uh Oracle. We were buying Microsoft when it was below 400 you know 350 to 400. Most of what I'm buying right now is opportunistic. Um, you know, I just showed you the stat earlier about how if you're buying all-time highs, statistics say it can go higher. At the same time, I do stay disciplined to a blueprint. And I have millions of dollars invested in the stock market. If I didn't already have that, I might buy differently. In other words, if I'm just building a portfolio and it's all cash and I'm new to this, I might be doing things different than if I've got a bunch of stocks and I'm sitting on some cash, but I'm millions of dollars actually in the market, right? I always say do what's best for you. I'm here to try to help you be a better investor. And if this kind of content is helpful and you're new here, subscribe to the channel. Click that bell to make sure you get notifications for the next one. And drop me a like, drop me a comment. It does help the algo and helps out the channel. I appreciate you very much. Have a great rest of your day. Take care.