This Stock is Next to make NEW$millionaires‼️

You got to be flipping my Cheesecakes. Look at the Cheesecake Factory. Up another $13,000 here today. Unbelievable. Now up $228,000 on Cheesecake Factory. Congratulations to anybody that's been riding this Cheesecake Factory stock. Absolutely unbelievable. Netflix now positive in the public account. Salesforce now positive in the public account. Service Now is rolling now up to almost $34,000 of gains on Service Now. Stock up 27 plus%. Congratulations to anybody out there that bought those SAS stocks over the past few months. You're likely up huge now at this point in time. On the flip side, the flapjacks are on the floor. A MD. So, the stock has done us very well. Obviously, up $914,000 in the public account, but this stock is incredibly weak. We have to call it the way we see it, right? And this stock is just very, very weak. It's down 19% from all-time highs. And the trend in AMD is every time the stock tries to come back to life. The it basically has a lower high than the previous time. Lower high, lower high, lower high. And this is a trend we continue to see play out here. Micron MU, same exact situation. This stock is now down 30% from high. Gotten hit a lot harder than AMD has. But look at this. Every single time it's a lower high than it was before. It's a it's, you know, clear trend. What about SanDisk? This one's gotten hit the worst of all them. 47% this one's gone down from highs and exactly the same thing. Lower highs. Lower highs. Every time it tries to bounce back to life, it's a lower high than the previous. Right now, very important everybody understands this regarding semiconductor stocks. The weakest time of the year for semiconductor stocks is June through September. Okay, guess what? I'm recording this video in we can call it early to mid August, right? So we're in right now we're in the heart of the weakest time of the year for semiconductor stocks. So this is like a typical year what you're seeing play out right in front of you right now. Keep in mind the strongest time of year for semiconductor stocks is October through February. So, if you're bullish on a lot of these semiconductor stocks, right, the AMDs or the Microns or, you know, any of these other high quality ones, you know, if you're you're bullish, you this is usually one of the best times to buy is when you're in this kind of like doldrums of the summertime now at this point in time, right? And we're likely prepping up for a big upward move. Four core subjects I want to speak about here today. Okay, one, I want to make sense this market. A lot of people are seeing certain stocks do horrible, certain stocks do amazing. Like, why is this? I want to explain the mechanics behind this and what's going on here. Okay. Two, we talk about a brand new stock I might buy. Okay, brand new. Number three, I want to talk about how you need to invest for the remainder of 2026. Number four, we're going to talk about stocks that are primed for a big big boy run. Okay, one thing, one thing only I need from you guys if you have not already done so. And you're 3 minutes in this video. How have you not done it yet? I just need one smash that like button, hit that little thumbs up icon, make it glow, and uh that also lets YouTube know that you enjoy these videos and there's a higher probability YouTube will show you my videos in the future so you can watch these and enjoy and learn from them and have all this stock market fun, right? So, uh that's all I need from you. Also, make sure you're subscribed here. The channel, we're now getting close to 950,000 subscribers here on the main channel. In the description area down there, I have a bunch of fun stuff linked for you guys. If you want to apply, join a private group, I got that link down there. If you want to join my Patreon, see the moves I'm make making each week. I got that down there. If you want free workshops, I got free workshops for you down there teaching you some great subjects. If you want to follow me on Instagram, the IG, I got that down there for you. And if you want to follow me on X, post a lot of stuff on X, you can uh check out that description area down there and follow me. So that's all linked in the description. All righty, let's make some sense of this market. Listen, if you look at a stock like SanDisk, right? This was the hottest stock in the market. Oh my gosh, was it hot. Like insanely out of control hot, right? And you look at this stock since it topped in June, right? Stocks down 47%. But it's fascinating cuz do you see what I see? Salesforce Service Now, those SAS stocks bottomed and have been flying higher, right? Salesforce is up 31% since then. And guess what? Service Now is up 42% since then. So this is a clear like rotation of money from a stock like SanDisk in into a lot of these SAS plays. And these aren't the only ones. I could have pulled up more stocks for you. I just want to focus on Service Now and Salesforce as those are two big big positions of mine. But I could pull up a lot of SAS stocks and you'd see the exact same trend. Right? Now you got to say, well, is it more than just SanDisk? Right? Well, look at MU. Since MU topped in June, MU is down 30%. CRM, Salesforce up 31 almost 32% and service now up 41%. What about AMD? AMD, that one topped the last day of June, right? And since then, it's down over 19%. And since it topped last day of June, Salesforce is up 25.59% and Service Now stock is up over 28%. So we have a clear rotation from these chip companies, right? And money is rotating and selling out of this, right? And when you sell a stock, money's got to move somewhere else and it's moving into these. And so you're having a lot of buying pressure come into these SAS related companies like the Service Nows and the Salesforces and you're having obviously a lot of selling pressure on the semiconductor stocks. That's why every time these stocks try to bounce back, they have a lower high than they had previously. Right now, if you look at year-to date, I'm looking at AMD, MU, SanDisk, Service Now, and Salesforce. Right. So, year to date, these stocks as far as the semiconductors have still done great, right? 350% gain for SanDisk. Micron's up 173% and then AMD is up 110%. That's amazing performance over the year, right? And now look at Service Now's only down 13%, 14% now. And Salesforce is only down dosey do 22% now at this point in time, right? Keep in mind, if I back this up to late June, oh my gosh, these stocks were up so much more, right? MU at the top there was up like 280%. SanDisk at the top was up over 700%. And then AMD at the top was up like 120 or no, probably like 130 140%, right? And then these stocks were down way more dramatically than what they're down right now. So we got a clear what I call rotation of money out of the chip stocks into the SAS related companies. Now do keep this in mind, okay? If you think there's a trend that's going to continue listen this could easily flip in September, October, right? This could easily flip and um you could essentially have a situation where money starts to come out of these SAS related companies that are running and gunning right now and might continue to for the you know next several weeks and you could have another sell off in those stocks and then that money moves back into the chip stocks and all a sudden the chip stocks become the play again. Okay. And next thing you know, a lot of these stocks like AMD or SanDisk or Micron or these sorts of companies, right, um start approaching all-time highs again and maybe some of them even hit new all-time highs. So that's something that could play out here. Okay? So don't think what you're seeing in front of you just like you know previously if you go back up to June like we had seen a clear trend where money was moving out of SAS stocks and in chip stocks like these things don't keep like that forever right now. Additionally, it's not just about the SAS stocks. There's a potential where SAS stocks could be fine, right? But you could have a situation in Q4 this year where money moves out of the big techs. I'm talking Meta, Amazon, Google, McDougall, Microsoft, all these companies. Think about all the companies spending fortunes of money on chips, right? It's not an unrealistic expectation that this fall, right, in Q4, money moves out of those stocks and into the semiconductor stocks. Why would that happen? Like, why would that happen? Well, if you don't know, in Q1 of 2027, we're going to get new capex budgets for all these big tech companies. Meta, Microsoft, Google, you know, the whole bunch of them. Listen, you could have a situation where investors start getting scared in Q4 because they know those capex numbers and you might start hearing whisper numbers and everybody might start getting a little scared and then they might start getting bullish again on the semiconductor stocks because they're like, "Oh man, these companies are going to spend a lot more in 2027 than they spent in 2026." Right? And so you have a you could have a phenomenon where money comes out of those big techs and moves into the semiconductor companies right once again and then the semiconductor companies are hot. Keep in mind you could have both those scenarios play out where SAS stocks money comes out of them rotates into you know you get selling pressure there you get a bunch of buying pressure from chip stocks and you have the big techs do bad and the money moves in into semiconductors and then that would be a situation where you'd be looking at AMD all-time highs. You'd be looking at Micron all-time highs, maybe even a SanDisk at all-time highs, although one's got a long way to go there. Right now, the last scenario you have to kind of consider, right, is we have an, you know, a ridiculous amount of money on the sidelines, as I say, around $8 trillion. It's never been a higher number, right? If a scenario happens where Treasury yields fall, right, over the next four months, you're going to have a situation where all boats are lifted and we're talking big tech catches a bid, semiconductors might catch the biggest bid, and then SAS continues to catch a bid as well, right? Because you don't end up having a lot of selling pressure in anywhere, but you just have a lot of buying pressure, right? And so this is but this scenario for this to play out. Treasury yields have to fall quite a bit over this next four months. If that happens, believe me, you'll start to see a lot of sideline money move over here into the market in general. And you know, that's a tide that lifts all the boats, right? If you look at the 2-year Treasury, and you can look at pretty much all the Treasuries, but it looks like they probably topped. Obviously, a dangerous statement to make. It's never a guarantee, right? But there's a decent probability the the two years already topped at this point in time, right? And heads back into the mid3s in Q4. And if you see that phenomenon play out, you're going to see more and more money move out of treasuries likely and move into the market. So something to kind of keep in mind there. Now, something crazy happened over this weekend. Did you guys see what happened? Big news. Big big big news. The big buffet Burke Share Hathaway has begun deploying its $397 billion cash pile which has accumulated for 14 consecutive quarters. So Burkshere was buying their own stock back. They bought another company, Taylor Morrison, right? They bought Google stock. So they're starting at Birkshshire to deploy some of that cash pile, right? And this is kind of funny. The real reason Birkshere started spending his cash pile. Buffett said bye. He said, did he say bye? Oh man, that's too good. But this is a phenomenon we're starting to see where, you know, hey, Bergkshire starting to spend some money out there in the market, that means they see some attractive stocks, right? Um whether it be other public companies or means their own stock and you know, if this treasury situation, if this starts to really go down in any substantial way over the next four months, you're going to see more money moving into the stock market ultimately. Right now, I thought it was also worth mentioning Palunteer, no longer Palunteers, cuz I was showing, you know, obviously Salesforce and Service Now, but Palanteer, you know, this stock is up 64% from the June lows it hit. It hit lows in June, 64% move, now 2,288% in the public count on Palunteer stock. Congratulations, any Palanteer shareholders. What a move. And it just goes to show you how much momentum has really come into a lot of these SAS stocks from their lows. It's incredible, right? All righty. Next up here, let's talk about a brand new stock I might buy. I'm really flirting with this idea of buying this particular stock. Then we'll get into how you need to invest for the remainder of this year and we'll talk about some stocks that are primed for a big run. Okay. So, I asked people, "What stock should I buy next?" And there was a lot of different opinions on what stock I should buy next. Some people had brand new stocks for me to buy that they were thinking right like you know uh this individual next they said uh I I'll wait for you to tell me I started they said they started buying Corning stock interesting um I see some people talking about the Zeta stock Netflix I'll see things like that right Palunteer a lot of different stocks uh people are always interested in me buying right and keep in mind when I'm looking to buy a company I want to buy a company that I feel comfortable is going to be able to grow their business model exponentially over the next 5 10 years. I don't want companies that I think are going to stagnate over the next 5 10 years. I need companies that I'm confident have an ability to maybe double up their revenue, triple up their revenue, if not further than that over the next 5 to 10 years. I need companies that are going to increase their profitability in my opinion at a much faster clip than their revenues. I need management teams that I can trust for the next several years and I need business models that are durable and that are not only exciting but it's like they can fend off competition, right? And so there's a lot of things and ingredients I need to really make me buy a stock, right? But there is a stock that I've been interested in buying and it's right on my watch list and it is him stock. Okay, this is one I've been interested in potentially starting a position and it's 30, you know, just over $30 right now, right? And I got on my stocks to buy watch list, right? Well, we have a little issue here with him. Okay, they just came out with their latest results. Now, revenue looks good. 38% growth. Awesome. Did a lot of issues with this report. Okay. Now, some of these issues have to do with restructuring uh GLPs moving away from compounds. Like there's there's a whole host of reasons, but the moral of the story is here this was a very ugly report, right? Other than the great number was revenue 38%, but cost of revenue rose 112%. Which their gross profit then was only up 16 percentage points. So, it grew at, you know, way less of a fast number than obviously revenue grow at, right? So gross margin went down to 64% from 76%. Marketing was actually a bright spot for the company. That was only up 20 20% while revenue was up 38%. The issue is more here. Operations and support grew 44%. Keep in mind gross profit was only up 16%. And operations and support was up 44% which is still a faster number than even revenue was up. Technology and development up 45%. So that's up a mile and a half versus gross profit and much more in revenue. Uh, we also had GNA, General Administrative, was up 146% year-over-year. So, total operating expenses up 48%. That's an ugly number, especially when you account for gross profit only being up 16%. You can't have your operating expenses grow 48% when your op when your gross profit's up 16%. And your revenue, you know, we're talking about thousand basis points of difference there, 10fold percentage points versus revenue. Revenue 38% versus total operating expenses 48%. It's ugly. So they went from a situation where they, you know, had income from operations of tens of millions of dollars to they had almost a $100 million loss from operations in the quarter. Ugly. And then they lost 37 cents a share versus 19 cents a gain, right? And obviously, you know, they had their excuses for this around restructuring and all the other things we went through, but the moral of the story is it was an F F plus grade. It was very ugly uh income statement for him, right? And so my thing with HIMS is yes, it's an exciting company. It has a big long-term potential, right? They look the most prime for tellahalth in general, right? But I'm interested in potentially starting a position eventually here, right? But the issue I have and the whole the whole company sells for right around $7 billion. They have a lot of cash in the balance sheet as well. Last time I checked, I think it was over $600 million of cash, right? So, I might eventually start buying this, but I have an issue. Okay, all these stocks are fighting for my money, right? They're all fighting for it. They're like, "I want your money. I want your money, Jeremy. I want your money, Jeremy. I want your money." And I only have so much money to spend as every other individual in the stock market. Even Buffett, he only has so much money to spend, right? Everybody's only got so much money to spend. So, all these stocks are fighting. They're fighting. They're trying to get my money, right? And so if I look out there, I'm like, I could buy him or I could just buy more Netflix stock. Netflix to me seems like very easy money for the next several years, right? Easy money. I could buy HIMS or I could buy another very easy money stock. American Express. American Express looks like very easy money for the next five years, right? Or I could even look at something like Celsius. Look at Celsius. I cannot confidently say that HIMS has more upside potential over the next 5 years than Celsius. Like Celsius is a stock I think could triple, quadruple, maybe even 5x over the next 5 years. Hims might, but I I can't say I'm more confident in HIMS than I'm confident in Celsius. And so that's tough, right? And I know the energy drink industry very well from my days of being invested in Monster back when it was Hansen's natural beverage. And you know, obviously the industry hims is in is very relatively new, right? When it comes to the way they do business. So that's the issue sometimes you come into with these stocks where you see something you're like this is kind of interesting, but it's like uh do you want to put money in that versus other opportunities in the market? Right? So, for now, I'm keeping HIMS on my possible buys watch list. I might eventually start a position here, but it's tough, man. I got other stocks that are fighting for my money, and these other stocks are really freaking attractive. Netflix in the 70s is really attractive. American Express under 350 is very attractive. Celsius in the 20s is very darn attractive. Very darn attractive, right? And yeah, so something to keep in mind there. Okay, next up here, let's talk about how you need to invest for the rest of 2026 and then we'll talk about the some stocks that are primed for some big runs. Okay, listen, public account. You look at that portfolio today, $4.662 million. Incredible, right? We got that portfolio up and rolling in 2018. And so what we've been able to build, uh, super thankful, super fortunate for what we've been able to build in this portfolio. It's done amazing, right? But over all these years, there's been one consistent theme with the public count, right? Stocks have gone up, stocks have gone down. Uh, you know, what positions were my biggest positions have moved around over since 2018. But one consistent theme is I'm always trying to play for years into the future. I'm always think trying to think about what are the best opportunities for my money over the next several years, right? Sometimes I'll be wrong about that. That's perfectly fine. I'm right about that quite often, right? And so, but I'm playing years in the future. I'm think I'm not thinking about what is the best place for my money for the remainder of this year or where the best place for my money is for the next 3 months or 6 months for that matter. Right? I'm thinking about what positions do I need to be in that are going to do well in 2027, 2028 2029 2030. That's how I'm thinking every time I make investments and the way I run my portfolio. Same thing with my sell decisions. If I go to sell a stock in the public account, I'm thinking about it from the context of not do I think this stock is going to do bad over the next, you know, two weeks or two months. I'm thinking about is there a much better place for my money to go over the next several years, right? And so that framework and how I think is really how you need to be thinking. And I see a lot of times people in the market, they're not thinking with this sort of mindset, this sort of mentality of playing we're playing years in the future, right? And I'll give you a good example. Celsius Celsius stock, right? You know, Celsius stock. A lot of people freak out if the stock's going up, going down. They're looking at it, you know, oh my gosh, Friday, you know, everybody's a fan of it cuz it was up like, I don't know, 14% or whatever. You know, today the stock was down. I'm sure people think it's a bad stock now, right? And people are so concerned where the next $5 of Celsius goes, right? They're so concerned if Celsius is going to 22 or if it's going to 32. And for me personally, I don't care where the next $5 is for Celsius. If it goes to 32, it's a buy in my opinion for the long term. And if it goes to 22, it's even a bigger buy for the long term in my opinion. I'm thinking about the next $55 in Celsius, right? And so, you got to think bigger. You got to think a lot bigger than, you know, what's in front of you today. What stock just happen to move today and making your investment decisions based upon what's going on today, right? And I was talking about this a little bit on on Instagram. Actually, this weekend I did a little Instagram story for everybody that follows me on Instagram. And I was talking about, you know, really focusing in on GVD, building a great overall portfolio that you're proud of years from now, not just a portfolio that feels good in the moment. You know, let's say you're interested in Micron stock, right? You better be interested in that stock for the next several years if you're buying it. If you're just going to buy it now because you're like, well, you know, semiconductor stocks do well from October to February, it's a foolish decision. Even if it ends up being the right decision, this is still a foolish decision. It's not the way you play this game on a high level. You're not thinking in the right context. You're thinking about trying to chase easy money and cut corners. And when you're trying to cut corners in this game, doesn't pay well. A lot of people want to cut corners in this game in the stock market. It doesn't pay well. You have to do the real research work. You have to put your head out there and you have to see things before other people see them, right? And so that's how you need to think. If you're looking at an AMD and you say, "AMD is $469. I want in the stock because I believe over the next several years it's going to $1,000 to $2,000 based upon my projections." Great. Awesome for you. But if you're doing that just because you're like, "Well, you know, semiconductor stocks do well October through uh uh February, so I'm going to buy." No, it's it's a foolish way to play the game, you know, it's that's that's a gambling mentality. I got a Vegas poster behind me. I live in Vegas, right? I got Vegas right in front of me here, right? That's a gambling decision. That's a roulette type decision. And when we're investing in the market, we're not trying to make gambling decisions. We're trying to make long-term wise investments. We're trying to position our portfolio and our money for the best long-term opportunities in this game. And so, let's make sure we're making those sorts of decisions. GVD, building a great overall portfolio, not just being in one or two stocks and this get out of this bad mentality of trying to focus on, you know, just what the stock that's going to do well, you know, tomorrow or something is, right? Or freaking out. You know, if Celsius is down to $25 tomorrow, people are gonna be having a heart attack. Oh my gosh, Celsius is $25. I lost it all. Right? And meanwhile, if Celsius is $29 tomorrow, everybody's like, "Oh my gosh, Celsius is the greatest stock in the history of mankind." Right? It's foolish. That's absolutely foolish. And it's it's it's I would call it very rookie amateur hour, right? Rookie amateur hour, you know, that people are that focused on that sort of stuff. Like if you believe in Celsius, you believe that brand has exponential potential to grow the brand Celsius Alani over years, right? And then you look at even something like happened that you know the the former rockstar or the rockstar founder, he wants to try to become CEO of the company. So he's buying shares of stock. It's all this foolishness. Keep in mind if Celsius really wants they they could always potentially sell off Rockstar to him and be like, "Hey, you're not going to be the the CEO of us. We're going to run Celsius and Alani, but you know what? We'll sell Rockstar off to you." They could do that as well, right? I don't know what their contracts were with Pepsi. If they have to hold it for a certain amount of time, I can't remember that. But there's always a potential like, you know, if Mr. Rockstar really wants his Rockstar brand back, right? They could always sell a brand to him for a good chunk of change and then use that money and invest that money back into Celsius and Alani, right? Because Rockstar Rockstar has to fight Red Bull and Rockstar has to fight Monster and those are tough fights, right? Celsius and Alani kind of compete in their own categories. They they fight all the energy drink companies technically, but they kind of play in their own space. And so if Mr. Rockstar, if he wants it, sell it sell it off to them. You know, sell it off to him. You really want Rockstar, go ahead, buddy. you can have it back. We'll see how you do with that. But that's a whole foolish game, right? Okay. Next up here, let's talk about some stocks that are prime for some big runs. Okay. So, if I'm thinking about the next few years here, right? There's some stocks that are positioned that if certain things happen, these stocks could do very, very well, right? Listen, if we're going to be if rates are going to be in a lower state for the next several years and you can get housing moving again, there's three particular stocks that could move big in that environment. One is RH, high-end furniture company. The other is Pool Corporation. Pool Corporation has to do with anything pool related, right? Swimming pools and those sorts of things. That company does very very well in time periods where you you're having new homes being built, right? because a lot of people, especially if you live in a climate where you build pools, right? Um their their backyards are unfinished and so a lot of people then build a pool. But if new home construction is kind of slow, then people aren't really building new pools, re remodeling their pools, putting money into their pools in general. And with people are either building new pools or putting money into their pools, this is a very good thing for pool corporation. Okay, so if we're in a lower rate environment and real estate picks up over this next few years, they could definitely be in a good position. Whirlpool's another one. Whirlpool's been dead for years as a real estate market's been dead and that one, you know, could actually see some momentum as well. So, if we have rates being lower over the next several years and you get real estate to roll, those three stocks will be primed to be dramatically higher 2, three years from now than they are today. Okay? So, those are some that definitely come to mind, right? Netflix. Next one. Listen, this is now one of the cleanest stories in the stock market. one of the cleanest stories in the stock market from a big tech perspective of a company you can buy, right? Nei Netflix is a several hundred billion dollar market cap. So, doesn't matter what fund you run, doesn't matter, you know, who you are, you can invest in Netflix, right? It's something you would consider. Netflix has the cleanest story in my opinion of anything kind of big tech related, right? And I'm I'm putting them against semicondu semiconductor companies. They obviously are making fortions of money right now, but they don't have necessarily the cleanest story because people will still say, "Oh, you know what? With these big tech or w with these um you know, with the semiconductor companies, eventually the music's going to stop, right? Eventually orders are going to slow down and margins are going to come down and profitability is going to come down for these companies. So that that's kind of the game. It's like m musical chairs with the semiconductor companies, right? That's why they're all going to trade at lower PE ratios. If you look at Meta, Microsoft, Google, Amazon, those sorts of companies, like those don't have clean stories either because they're spending such ridiculous amounts of money. And it's not just that they're spending so much money, it's that they're going to have to depreciate these chips over the next several years, and that's going to hurt earnings per share substantially. And that's the one component a lot of people are still missing here. Additionally, the other negative with those stocks, especially for 2027, is a lot of those companies have had big writeups in regards to their anthropic investments and SpaceX and OpenAI, right? If those valuations kind of cap here uh for the next 6 to 12 months, then those those companies aren't going to have those big like helps to the earnings per share, right? So, those aren't necessarily a clean story. Apple's not a clean story either because people look at that one, they're like, "Okay, they're not spending all this money, but what does that mean for their long-term business model, right?" So, when you kind of look out there, there's just a lot of messiness all over the place. And Netflix just a clean story. Netflix is like growing subscribers, grow the ads business, grow international, right? And then maybe go up on price every once in a while. Simple. And Netflix, you know, spends a lot of money on content each year. Yeah, that's we already know that. That's not a new trend or something like that. It's just what they do. But the profitability is great, the margins are great, the revenue great is great. And uh it's a business model you can count on. People renewing and renewing and renewing. And so Netflix is is in my opinion not only a great company, not only an attractive investment here in the 70s, but it's such a clean story for the next several years. It's a much cleaner story than any of the other companies have. And the issue even with the, you know, the Googles and the Metas and the Amazons and and those sorts of companies is, let's say they cut back on capex or they don't spend as much. You look at that from a positive like, okay, finally they're not going to, you know, spend so much money. But then people are going to start questioning like, well, why are they cutting back? Are they not their new business is not going to be successful? They don't have as big of opportunity as we thought they had. Right? So, doesn't matter. like people are going to look at it from a negative angle and that's why those stocks just are having trouble breaking out to all-time highs and like taking it higher and higher from here, right? So, just something to kind of keep in mind there. I really like Netflix. Next one up here, Eel Estee Lauder. Say louder for the people in the back. They got earnings next week. This company has definitely been showing the right numbers to justify like this being a good investment for the next several years. And so I really like Estee Lauder, especially under $100. And the further it's under $100, the more of a buy it is. So far, up $32,000 in the stock in the public account, I think we got a long way to go. And I would love to continue to buy more shares. Okay, now we got to speak about another stock. Listen, this one, Cheesecake Factory. This is one of the hottest stocks in the entire market. Now up 172%. It doesn't even account for dividends received in the stock. I'm not sure how much more Cheesecake can move in the short term. I mean, it has had an incredible run, and I'm just not sure how much more it can run. So, this is one. Yeah, it has a momentum right now, but I'm just not sure how much more short-term upside it has, right? But you also have to look at a stock like Cheesecake from a perspective of, yeah, maybe it doesn't have a ton more upside short term, but maybe it does. Like, who knows? But the thing with cake is there is a possibility of a valuation rerating with this stock where people are willing to pay a lot higher PE ratio for it and forward P ratio than previous because people are starting to understand the story about they've got multiple growth concepts coming behind them. And when you have that more people are willing to buy the stock and pay higher prices for it. That's why Cava trades at the Ford P and the trailing 12-month P it trades at, right? That's why Dutch Bros does, right? Uh if you looked at Chipotle in the big, you know, days of their big growth, they were always able to command much higher P ratios and forward P ratios because they had the growth. And now people are looking at Flower Child and looking at these comps and like, oh my gosh, it's one of the best comps we've seen in recent history for any restaurant concepts and like they got a banger. And so people might be willing to pay a lot more for Cheesecake Factory stock than they used to pay, right? Because if you reviewed it just from the Cheesecake Factory, you might pay a 12, 14, maybe a 16 PE. But then when you think about North Italia and then when you really think about Flowerchild, that's the big dog. Now you're like, shoot, those are two major growth concepts for the next decade, maybe I'm willing to pay uh, you know, a 254 P for that stock or 34 P or 35 Ford P or something like that, right? So just something to keep in mind there, right? Keep building, keep growing, ladies and gentlemen, and keep learning as well. And if you want to learn at a much higher level, that will be my private group. I'll put that as a pinned comment down there today. That's access to all my course curriculums. That's access to my private Discord chat, exclusive weekly videos from me, access to thousandx.com. See the moves I'm making in my $4 million plus Fidelity account. All that good stuff. That will be the pinned comment down there. Much love and have a great