This Stock is the next Nvidia‼️

Holy smokers, we have some opportunities in this market. Wow. Okay, so we have some big moves out there. Uh Meta stock up $14,000 here today in the public account. SoFi is going to go so high. Uh SoFi stock up $4,300 here today. Netflix up 4,000. Celsius, the wealthiest up $3,700 bucks. Fubo up 3,600. Honest is rolling. Honest is very strong. Honest is honestly very strong. Up 3,600 bucks on that one today. American Express up 3,200. ELF is blue hot. There's red hot and then there's Blue Hot. And ELF on a shelf is blue hot right now. Up another 2,900 today. E keeps running up another 2,000. And uh the moneymaking factory, of course, that stocks up. It's always up, right? Okay. So, the 10-year US yield has gone to the highest level since 2023, which is no bueno for mortgage rates out there. Now, I was taking a peek at some of these housing related stocks over the past several years. Look at this. Home Depot, one of the best companies in the world. Home Depot down 2% over the past 5 years. Like think about that. If you invest in the stock 5 years ago, you have wasted a half decade. Now, now obviously if you bought at the peak, then you're down huge. But just like think about that, man. Five years of just wasted money all to lose money, right? Look at Lowe's. Lowe's is also down 2% over the past five years. It gets a lot worse. And it could be a lot worse, right? If you invested into RH stock five years ago, you have lost 79% of your money. 79% over a fiveyear span, right? And this is a danger of a cyclical industry, right? Very, very dangerous whenever you're investing in a cyclical industry. And you got to understand how this works. Look, it it gets even worse. Nphase stock. Nphase was the hype of the market just four or five years ago. Everybody couldn't get enough of dang NPA stock four or five years ago, man. It was everybody's like, "Everybody's buying homes. Everybody's putting solar in their homes. We're all going to have solar." And then Nphase stock ultimately, if you invest in that stock 5 years ago, you were down over 80%. And keep in mind, you invested in 5 years ago, that's not even close to the peak of the stock. Like, think about that for a moment. This is not even close to the peak, and you're still down 80% overall. Okay? Now, four core subjects we're going to get into in this video here today. Okay? One, I want to give a warning to everybody about cyclical stocks. This warning could save you thousands or millions of dollars because if you invest in the wrong stocks at the wrong time, it will end up costing you years of money. Years of money. Okay? And so, I hope that portion of the video is going to save people a lot of money out there so you understand how to understand the cycles of cyclical companies and when is the right time to buy them versus not buy them. Okay, second subject up here today. We're going to get into my top two favorite super small caps. Third subject up here, my top two favorite stocks that are over a trillion dollar market cap. There's 16 stocks. It's a crazy number to think about. 16 stocks over a trillion dollar market cap. What are my top two favorite out of those 16? And the fourth subject up here today is I'm going to give you two stocks that remind me so much of Nvidia. One thing and one thing only I need from you guys here today if you could just smash a like button if you have not already done so. For everybody that has already smashed the like button, hit that little thumbs up icon. I appreciate you in the biggest way. Thank you so much for that. And also make sure you subscribe to the channel. We are now over how many subscribers? 950,000 subscribers. That's a crazy amount. I appreciate every single person for being here. Massive news. We got a huge Patreon sale coming up. It's a one-day sale coming on this Monday. If you want access to the sale, it's going to be the pinned comment down there. Who is that deal for? is for people watching this video right now that have under a $50,000 investment account. If you have less than $50,000 invested, that is the deal for you. You're going to get full access to my become master of stock market course, full access to see the buy stocks I'm buying and selling each week, and you get several other things being part of that as well. It's my highest Patreon tier, and then you get grandfathered at the $59 price point as well. Okay, so that will be coming up here in a few days. That will be pinned comment down there. Make sure you get access to that. You can enter in your email or your phone number and we'll send over the deal as soon as it drops. Okay? All righty, ladies and gentlemen. Let's get rolling here. All right. Let me give a warning. All right. Big big warning to everybody watching this. Listen. I showed you all those stocks, right? Home Depot, Lowe's, Nphase, RH, all those stocks. I could have shown you Whirlpool. I could have shown you a bunch of others, right? That you've all, you know, you're you're down huge on over the past four or five years. Or, you know, you're flat, right? No, no bueno. So, you got to ask yourself, why does something like that happen? And how do you identify something like this? So, you don't get stuck into a situation like this in the future where you end up investing into a stock and being down on it 5 years later, right? So, why something like this happen is a multip you know multiple factors here, right? In this particular situation, existing home sales went down substantially, right? If you look at existing home sales in 2021, 6.12 million existing home sales occurred, right? Then the next year that went down to 5 million. Next year went down to 4 million. Next year went down barely over 4 million. Then we got stuck there in 2025. And then 2026 we'll see if we even reach 4 million. It's a debate if we're even going to reach 4 million existing home sales. Right? So the real estate market fell apart. And you got to ask yourself then you got to always dig deeper with this situation. You got to say, okay, why though? Why did that happen? Well, there was a multitude of reasons. One is mortgage rates. Mortgage rates went from low to high, right? Now, this is not high if you compare it to the 1980s, but it's high if you compared it to any time period in the past, let's call 15 to 20 years, right? And so, because mortgage rates went so high, it definitely discouraged or let's call it uh put people in a financial situation where they could not afford a mortgage, right? And let's be honest, most people take out mortgages when they go to buy a home. People don't just have a half million dollars around uh to go buy a half million dollar house. That's not how it works, right? A few do, but that's usually only the wealthy have have something like that, right? So, that was the first reason. Next reason up, illegal immigration has slowed down substantially, right? Now, keep in mind these are projections. They can never specifically know how many illegal immigrants are coming to the United States, right? But that peaked back in 2023 and ever since then, that number has been declining, right? And so that's just a lot less people coming into the country to go buy up homes, right? Or go rent places and then the places that you know are for rent. Those the people that are renting go to buy, right? Additionally, you look at the US population in general, we've kind of like pretty much stagnated the population now over the past several years, right? And if you stagnate the population, it's going to be hard to get a ton more uh you know, existing home sales, right? So this is like a smaller reason, but it's also definitely a consideration. Like if you just magically had 10 million more people come in the United States this year, let's say, right? Uh there's going to be a bigger demand for for housing, like it's just math, right? Now, additionally, and this is something very important, and I posted this inside my private group, something a little morbid here, uh but if you didn't know, basically about 2.5 million to 3.5 million baby boomers are going to die per year over the next 10 years, right? 2 million to 3.5 million. That's a pretty substantial number, right? And so you got to understand like, okay, if baby boomers pass away, how's that house get filled then at that point in time, right? You need to have a lot of people have a lot of kids, if you're if you're going to fill up all these homes that, you know, when people go on to to pass on, right? So that's something very important to understand as well. Right now, there's been a lot of memes over the past few years, right, about baby boomers and, you know, all these things like baby boomers selling their home for $2 million after buying them in 1969 for seven raspberries, right? Uh, listen, all these millennials and Gen Z's been making these memes all these years about the baby boomers and how good they got it, right? Listen, where do you think all that money is going to go? It's all going to get passed down to you guys that are fortunate enough to uh you know have baby boomers that have substantial net worths, right? Not all of us are unfortunately in that situation. But for those of you guys that you know your parents did well, hey, you got some rich aunts and uncles. Shoot, you might be end up looking good, right? So the money doesn't just disappear. Like you don't you don't take it with you when you leave if you didn't already know that, right? Uh kind of like I was explaining last night in the video on the reaction channel, the water doesn't just disappear. We're in a closed system here. The money doesn't leave the earth. Okay? Just like the water doesn't leave the earth. Okay? So, um something to keep in mind there, right? And then another reason, the last reason we can call it on why this occurred is home prices went up like crazy, right? Uh NA was came out and did a video on my home, you know, a few months ago, my Summerland home, that is not my new home, my Summerland home, right? I sold that home for $3 million cash. $3 million cash last month, right? I bought that house from Toll Brothers, and this was my all-in price, like land, um, you know, all the finishes, everything, right? All the upgrades I did for $1.4 million in 2020, right? I negotiated that contract. Uh, it was like April, May 2020 when like Rona was crazy, right? And everybody was like scared to go outside and I was out there negotiating a house deal, right? $1.4 million. I bought that for, sold it for $3 million cash. I put about we can call it about a quarter million dollars into the house after the close right in doing the pool and the fountains in the front and the fountains in the back and you know switching all types of things and changing some landscaping and things like that put about a4 million in so you know made it what is one of my best investments I ever had in my life like you know to clear over a million dollars profit on it was amazing right but that's another reason why homes aren't moving right and so something you have to take into account so this brings me to the bigger subject right and that is the next cyclical wave of people getting their money sucked from them and not realizing they're setting themselves up in a big problem. Okay, listen. If you look at the biggest companies in the stock market, you're going to find a trend with these companies, right? Nvidia is the biggest semiconductor company. TSMC $2.15 trillion market cap chip manufacturer obviously, right? Six biggest market cap in the world. Broadcom chip company $1.74 trillion market cap. Samsung memory company obviously Samsung does everything but if you want to know why the valuation of Samsung's 1.2 trillion is because there's their memory side of the business. Okay. And that is the 12th biggest market cap. Micron MU the 14th biggest market cap in the world. SK Highix memory company 19th biggest market cap in the world. And then AMD 20th biggest market cap in the world. Right. Seven of the top 20 biggest market cap stocks in the entire stock market are chip stocks. The chip, let's call it uh the chip space is very cyclical. It goes through massive boom cycles and massive bust cycles and it's been like that for the past 50 years and it's going to be like that for the next 50 years. And sometimes it's a little more even and a little more steady, but it is a industry that is plagued with massive booms and bus cycles. And this cycle we're in right now is a massive boom cycle, right? And that's why you have se think about that. Seven of the top 20 and keep in mind there's other companies that sell chips as well like Google and Amazon that are also on that list. I didn't even call them chip companies because they have substantial other businesses, right? But there's seven like direct semiconductor plays that are the top 20 biggest mark caps in the entire world. That proves you're in a boom cycle, right? Like everybody in the grandma knows that. So what do you think happens after this? A boss cycle, right? Now the thing you got to understand about these companies is they're not just going to all of a sudden like stop making profits. It's not like Nvidia three years from now when the bubbles popped when it comes to semiconductors. It's not like Nvidia then is like losing $50 billion a year. That's not how it works, right? And that's not how it worked with Home Depot over time. And so, you know, and I could take you through all those stocks. So, let me show you something here, right? This is Home Depot's because I brought that stock up at the beginning, right? This is Home Depot's net income per year, right? Remember, you invest in that stock 5 years ago, you're down on your possession, right? Home Depot, their profits peaked right around 2021 into that beginning part of 2022 and then started to go down. But guess what? Home Depot is still one of the best companies in the world. Home Depot still Home Depot still makes bank. 14.5 billion of net income they made last year. They're going to make great net income this year, right? And yet, what do you have to show for it now? Now, did Home Depot back in these days, did it trade at some crazy forward P? No. The forward P on Home Depot back here was like probably 12, 15, 17, something like that. It wasn't like it had some crazy forward P and it was trading at like, oh, Home, you know, if you bought Home Depot 5 years ago today, it wasn't like you were buying a stock that was at a forward P of like, you know, 85. No, it it looked it looked cheap. Oh, kind of like the semiconductor stocks. A lot of them, you look at them, you're like, "It looks kind of cheap." Look at Nvidia, look at the memory chips, like looks kind of cheap, right? And you don't realize you're setting yourself up for a trap because what ends up happening with these companies is they end up peaking out their net income. Once they peak their net income, even when they're still making a lot of money, no one wants the stock and then you're stuck holding a bag for five years with a stock where you don't make any money. And you cannot hold a stock for 5 years to not make money. You like, you know, a year, two years, that's fine. But 5 years, no, you're missing out on way too much time cuz especially if you're in a bull market and there's ton of other stocks moving cuz you over a 5year span, you're going to you know how many double up, triple up, quadruple up opportunities in the market, you're going to have missed all because you're holding a stock that makes a lot of money, but it guess what? is it's you know not the right time because you invested at the wrong part of the cyclical trade. Oh boy, it's ugly, right? So here's how all this is going to play out. Okay, 2027 what's going to occur is Nvidia, Micron, SKH Highix, Samsung, TSMC profits are going to peak for those companies and it's going to be a very similar situation that happened with Home Depot back in that 2021 2022 time frame, right? And once again, this doesn't mean like oh then after that they're all going to like start losing money. No, guess what? They're still going to make a lot of money in 2028. Guess what they're going to do in 2029? Make a lot of money. You know, like is that that's kind of what it's going to be. But you're going to get a peak of the 27. Now, how do I have the conviction to make that call? Well, I'm fortunate. I could do math. And the math says there's not going to be room for the hyperscaler companies to move up cap X anymore. These companies already in 2026 are starting to spend every dollar they have coming in on these chips and on this infrastructure right now. They're starting to take out debt already in 2026. They're going to take up all their numbers again in 2027. What's going to likely happen? Those stocks are going to get hammered and all the CEOs of the companies are going to have to realize crap we're going to have to moderate capex in 28. When you mo as soon as they start moderating capex or bringing it down, margins start getting squeezed. When margins start getting squeezed of all those companies, profits have peaked. And once again, that doesn't mean they stop making money. They're still going to make money. But you you might be like, "Ah, it's fine. They'll still make a lot of money." Like, yeah, maybe their net income peaks and earnings per share peak next year, but you know, they'll still make a lot of money in 2028 and they still make a lot of money in 2020. Yeah, it's fair. So did Home Depot. you okay losing money for the next five years? You, that's a question you have to ask yourself. Are you okay buying one of those stocks and then sitting and looking in five years and being like, dude, this company's made so much money and I have made nothing. That's what happens when you invest in the cyclical companies at the wrong time. Right now, 2028 or 2029 is when AMD and Broadcom's profits peak. Those companies are earlier stage than these other companies. these companies have been earlier to like making the crazy money, right? And so they peak sooner as well. AMD, Broadcom, those ones will peak either in 2028 or 2029. And then, you know, that's why I think those stocks, you know, these stocks I think all have peaked or will be peaking in the next, I would call 6 months, right? And when it comes to these companies, I think they'll likely peak in 27 or at the very latest, the very latest 28 when it comes to their stock prices because they always peak way before the profits actually peak. So that's just something to kind of keep in mind there, right? So keep this in mind, right? You buy Nvidia now, you buy these memory stocks, right? Because you're like, "Oh my gosh, they make so much money. You know, they're in this big boom cycle right now. Everybody can't get enough of these semiconductor companies." Just understand that it's going to likely end like this chart. I don't think it's going to end like that end phase chart where you lose 80%. That's pretty unrealistic in my opinion. All things are possible, right? But I think this is a very realistic possibility where you know you're stuck and you're just like, dude, what happened? Like 5 years went by and I didn't make a dang thing on these stocks, right? And so that's what you got to understand about cyclical company. And so the best time to play cyclical companies, you want to get in cyclical companies when all looks bad. Like 2022 is a great time to buy chip stocks. You know why 2022 was a great time to buy chip stocks? No one. No one wanted a piece of chip stocks. No one. You couldn't give them away. Nvidia stock fell 50% peaked to trough from the 21 peak to the 2022 trough, right? AMD was crashed. like everything was just down down down 22 into the beginning of 23, right? TSMC was down huge. Um, Broadcom was down huge. Like all those stocks were just obliterated, right? Never mind the memory chip stocks. Like back then you could buy Micron for like a hundred bucks. So that was a different time. We were in a bus cycle then. It was a bus cycle, right? And then 2023 came around and we started the new boom cycle. And boom. And what do I tell you guys about chip cycles? You can track these chip cycles over time. They last three to five years. Three to five years. We're, you know, three years in, three full years in to this chip cycle, right? And um we've got another year or two left of the big boom and then starts going down. And so doesn't mean the end to these companies. It doesn't mean like, you know, Nvidia goes from a $6 trillion market cap down to 1 trillion. That's unrealistic. 80% drop or whatever, unrealistic. But could Nvidia go 6 trillion and then go three trillion and then bounce back to six trillion and be at 5.5 trillion like 5 years from now? Yeah. And then you're stuck there like being like, dude, what happened? And so you just wasted thousands or millions of dollars over those years when there was like unbelievable opportunities in the market. Like I said, like the amount of money there will be to make out there, right? But people get caught. They buy cyclical companies at the wrong time. You got to get in when things look ugly. Like I'm not, you know, and I, you know, when I talk about stocks like, you know, that I haven't started positions yet in, but I'm thinking about it, right? Stocks like Whirlpool, stocks like RH, people look at those and like gh like those stocks have been awful. Like the worst, right? But I'm kind of thinking about, you know, if we get into a fiveyear bull run in real estate again and real estate starts to come back over the next five years, right? I mean, you know, it could be a party to happen there. And so, I'm always trying to think several years ahead, right? And so, and we'll see. Maybe I don't even buy those stocks, but you know, you got to you got to play the game several years in in the future, right? So, just something to keep in mind there, ladies and gentlemen. I hope you really enjoyed that portion. That was 20 minutes there of just absolute knowledge. Knowledge. Okay, I hope you really you man, if you didn't already smash the thumbs up on this video, you better freaking smash a thumbs up cuz who else is going to teach you about cyclicality of companies and explain and break it down the way I just broke it down there, man. You got to be like really in the stuff for 18 years to really give you that what I just gave you there. Okay. All righty. Next part up here. Uh number two. Let's talk about my top two super small caps. So, I'm giving my top two uh favorite stocks over a trillion dollar market cap and then we'll talk about two stocks that remind me doing a lot of two stocks, huh? My two stocks that remind me of Nvidia. So, listen, number one, honest. Honest HST. This is my favorite small super small cap company out there. Uh stocks $5.72 as of right now. Now up $88,000 in the public account on this stock. I've been saying since the beginning of this year, I thought the stock exits this year $5 plus. That's in the bag now at this point in time in my opinion. The numbers have improved so much. And by the way, I have shares in the public account I got for 210. Honest stock this year was a dollar something a share. Think about that. You could have bought honest for a dollar something a share this year. This year it's 572 right now. And it's in my opinion $7 to $9 is looking realistic before the end of the year, right? Like I've always I've made the call like my big call on honest was this stock exits this year $5 plus. It's in the bag. It's in the bag. Like I'm looking at seven and nine now. And the reason being is the the improvements this company has made is just so dramatic. Like the margin trend is shocking. Like to over a few years span to go from like 30% gross margins to 40% plus is unbelievable. like it's unbelievable to improve your margins that much especially in this sort of business. Right? Look at the earnings per share trend and where this is like the fundamentals of honest have changed dramatically. Right? This is operating cash flow of honest and where that has trended now at this point in time. Right? And then look at this. Look at this. The cash balance is skyhigh. Sitting on a hundred million plus dollars of cash. Remember this is only like a 500 something million market cap, right? Sitting on over a hundred million of cash. And where's the debt at? Where is it at? Where is it at? It's nowhere. That's where it's at. It's nowhere, ladies and gentlemen. And so I look at honest and um honestly see the stock as an incredible opportunity. I don't think enough I think it because it's a boring business model. People don't take these companies serious, right? Like it's a boring business model. No one talks about who else talks about own stock other than me. like no one talks about that stock and their business is boring. They sell like diapers and wipes and uh soaps and lotions and skin care products and stuff like that. Like people like, "Oh, put me to sleep." Hey, what stock are you going to find this better than this stock in the market this year? It went from a dollar something a share to it's almost six bucks and it probably in my opinion ends up exiting the year somewhere between seven and nine. Seven and nine. And you could have bought it for a dollar and change this year. What stock you gonna find better than that? You can't even get even the memory stocks aren't that strong and those stocks are a beast this year, right? Think about that for a moment. Even though the the mighty AMD is not that strong, right? So sometimes people over complicate it. At the end of the deal, if there's a great opportunity out there and you see the fundamentals of the company changing, you can make money in the craziest stock. Like some of the stocks I made money in, like stupid amounts of money in. Like one of my first ones ever was Trinity Industries. Trinity Industries, they sold rail cars, but I got in that one because there was like a huge need to transport oil and gas. This back in like I don't remember 2010, 2011, 2012 around then, right? Uh they're fracking like crazy in North Dakota. You had to move the product and this company named Trinity Industries was like the most well positioned to sell these rail cars to move the product. And so I saw this as an opportunity. It was very undervalued company at that time. Got in at a great price and the stock went insane over the next several years. What a silly company. He's selling rail cars and it was like literally for a couple years there was like one of the best stocks in the entire stock market and people were messing around with other stocks just you know missing out on crazy money. And so just understand man there's so many areas of the market people think you got to be in this stock or that stock. It's got to be some crazy business model you never heard of like going to like mine asteroids in outer space. Like no, you don't. No, no. A lot of the biggest money makers you'll ever find in the market are the most simple business models that just you got in at the right price at the right time. Right. All right. Next one up here, number two of these super small caps that I really love is Fubo. Fubo TV. First off, this is the second biggest L in the public account. So, this stock down $20,000 on, right? But what gives me conviction to stay in Fubo and why do I still believe in this particular stock? It's an $11 stock right now. Well, they came out with their guidance and their long-term targets. And I can tell you if these come to fruition, there's going to be a lot of money to be made in the stock over the next few years here. Okay. They revised their fiscal 2026 proforma adjust to Ebida guidance to 90 to 100 million compared to 80 to 100. So, basically, they brought up the range, which is good. They reaffirm their fiscal 2028 adjusted IBIDA target of at least $300 million. That's good. Positive free cash flow remains expected in fiscal 2027 and fiscal 2028 under the current operating plan. And they reaffirm their fiscal 2026 ending cash and cash equivalents and restricted cash guidance of at least $200 million. Right? And now this company's in with Disney, right? Uh, you know, Disney has a major ownership stake in this company and they have a Disney person running it. Now, David Gandler, I like David Gandler. He was old CEO of the company. I really liked him. I liked what he was trying to do with Fubo. But at the end of the day, Disney wanted the Disney person. And so, in my opinion, what happened, and keep in mind, I'm not behind closed doors, but this is what I suspect happened. He got forced out. I think he got forced out and they want their Disney person in. And now they got the Disney person in, you know, stock's going to go beast in my opinion. The company's financials are going to go beast over the next few years and the Disney person gets the credit for it, right? Gambler doesn't get the credit. So, you know, it just is what it is, man. Business is business. That's all I got to say. Business is business. Okay. Next up here, let's talk about my top two favorite stocks that are over a trillion dollar market cap. So right now, this is shocking because when I first got in the market 18 years ago, man, the biggest companies in the world were like a few hundred billion dollars. Like $300 billion market cap was like huge. Like some of the stocks back then that were the biggest were like Exxon Mobile, Chevron was a giant. GE was actually pretty much a giant back then. Um Walmart was huge. Like those were some of the biggest companies. Proctor and Gamble and Johnson Johnson were huge, right? And man, it's crazy to think like none of those companies are even up here nowadays. But look at this. 16 companies are a trillion dollar plus market cap. Unbelievable. So the way I like to think about something like this is process of elimination, right? Did we ever learn that in school? Well, so there's certain stocks here that I'm just not interested in buying at all. Nvidia, not interested in buying at all. Although, you know, who knows where it can go in the very very short term, the next 3 months. Like who knows, you know, where it could go. But the bottom line is like I'm thinking about the next several years. I do not want to be in Nvidia stock for the next three to five years. Oh, heck no. Okay. Uh TSMC, heck no. SpaceX, come on. Broadcom, heck no. Sio Ramco, heck no. I don't want to be in an oil and gas stock. Thank you very much. And if I am, I want to be an oxy and that's it. Samsung, heck no. Micron, heck no. Eli Liy, heck no. In 10-centent, heck no. Okay, so those are all heck no for different reasons, right? semiconductor trade. I don't want to be in that because, you know, you're trying to get the last few lemon squeezes here before the down cycle starts and I just don't want to try to time that out perfectly. 10-centent, no. Chinese companies, heck no. Eli Lilly, I don't like anything really pharmaceutical, no thank you. Um, oil and gas, don't like it, right? SpaceX, come on, man. Come on, man. Okay, so that eliminates those companies from the list. So, then I say, okay, are there a couple companies that are overvalued? Yes. Apple's overvalued here and Tesla's over severely overvalued, right? So, those two stocks get eliminated due to valuation reasons, right? Next, lack of growth. Well, there's a company here that has a lack of growth, and that is Birkshshire Hathaway. Great company. Obviously, what Warren Buffett's built there is amazing. One of the biggest cash stacks you'll ever see. Like, it's just ridiculous. Like, the government should ask them for loans. It's insane, right? But Birkshire Hathaway, lack of growth there, so I'm not interested in that one. So that leaves us with four stocks. Leaves us with Google, McDougall, Microsoft, Amazon, Meta. Google and Microsoft are I call them yellows. I like both of those companies. I think both those companies are money makers. I am a Google shareholder. It's a small position for me, but I am a Google shareholder and done amazing on the stock. Microsoft's not a stock I own, but I do believe both those stocks are money makers. By the way, Azure is going to start breaking out their numbers, which I think is good overall for Microsoft. So yeah, um those are good stocks. They're are my favorite though. Amazon and Meta are my favorite for longterm, not in the short term, by the way. Um, especially Meta because their their capex is out of control and they're just not really making the money off of that capex for the most part. So, yeah, or at least not getting the ROI even remotely close to what they're spending. So, Amazon Meta, my two favorite, but I'm thinking about the next 5 years. If I was just thinking shorter term, honestly, the the stock I would be in if I was if you just told me I had to be in a stock for the next 12 months out of these, which one do I believe in the most? It's probably actually Apple. Why Apple? Well, Apple likely because they have a huge cash stack. Interest rates are in an elevated place so that they're going to be able to make great interest on all that cash stack, right? Uh the services business continues to bear fruits. We know that. Additionally, they're likely coming out with a foldable iPhone that's going to be at like a 2K range price point. So, that's going to sell like insane uh for the higher demographic, you know, the higher income earners that are Apple. customers. So, you know, if yeah, if I only think about the next 12 months, I might want to actually play Apple. But if I'm thinking about the next 5 years, I'm thinking Amazon. I'm thinking Meta. Okay. All right. Next up here, let's talk about two stocks that remind me a lot of Nvidia in 2025. So, if I look at Nvidia in 2025, right? This was its stock chart, right? It was it was it started out rough. Like Nvidia early in the year was pushing 150, right? And next thing you know, Nvidia is like, you know, under $100 a share. like it was going it was going bad quickly and so right off the bat from the year Nvidia stock crashes and then it soarses right and the stock bottoms in the springtime right now keep in mind the chart was even more accelerated and the reason being is you also have the liberation day lows around here as well right and so the whole market pushed up big in 2025 during this period so Nvidia one the stock bottom people got more confidence around Nvidia and two suddenly at that time as Well, you had a dynamic where the whole market pushed up and so Nvidia just went, you know, off those lows, it went insane. It basically like doubled up, right? So, there's two stocks that remind me of that. Number one, it is Service Now. Service Now, very similar situation. Now, Service Now is a little more uneven um with this chart, right? But it bottomed right around the same time Nvidia stock bottom, you know, in terms of 2026. It's bottomed right around the same time Nvidia bottom in 2025. So, it reminds me a lot of it in that respect. The difference with service now is the skyrocket up has been a more rough ride. And I think a lot of that really has to do with the fact that, you know, we didn't get the whole market to push insane like you really did in 25, right? And so, yeah, off the lows, Service Now is already up about 80%. Somewhere around there off those lows. So, 70 to 80% somewhere in that range, right? And so, incredible. And the second stock is Salesforce. Salesforce, right? this one straight crash to a straight skyrocket now at this point in time, right? Like it's just fascinating the way those stocks just you know people just selling them at any price kind of like in people were doing with Nvidia early in 2025 and people were doing that with Service Now and Salesforce and now those stocks have just absolutely gone on a rocket ship ride right now. I don't think that ends um you know in the very very short term. I think it continues all the way into the fourth quarter. And the reason being you look at the two or forward Ps of these stocks, they're actually pretty low given the growth rates. And additionally, I think you're going to have a dynamic here where people are going to realize next quarter that revenue growth rates for the next couple years are too low. Like analyst numbers are too low here. Like look at Salesforce. They have them uh you know current year expected revenue of only 9.4% and next year of 9.9%. Like they're going to grow double digits easy in my opinion. Salesforce. It's not even a question. It's just a question of how far into the double digits are they going, right? And they're gonna have to bring up Service Now numbers as well in my opinion. And so that's going to create this dynamic where it's going to be very exciting whenever people get more confident about future growth rates. That's big, right? That's kind of the opposite dynamic that you have in semiconductor for the next couple years. In the next couple years, there's going to be a lot of worries about semiconductor stocks and, you know, growth rates. And in SAS, you're going to get more confidence that comes into those particular stocks. All right. Now, look at this. Salesforce stock. We're now up $64,000 on that stock in the public account. In service, now up $45,000. So, that, you know, you combine those stocks. We're now over $100,000 of gains, right? And things change so quick in the stock market cuz I I grabbed this screenshot from the private group when I posted the portfolio April 10th, 2026. And look at this. At that time, Salesforce, I was down $32,000 on that stock. And on Service Now, at that particular time, I was down $18,000, right? Think about the change there. The change is crazy to now $64,000 in gains and $45,000 in gains, right? And that's just in a few months. It's not like it was years to change that. No, it was in a few months that happened. And so, focus longterm. Like, I could have got scared out of those SAS stocks, but you know, I'm focused on the next several years and look at, you know, what has happened with those stock prices. Okay. All righty, guys. Hope you really enjoyed today's video. I hope you learned a lot from this one. I appreciate you for joining me as always. Thanks so much for being here. The Patreon Labor Day sale, that is our last sale for the Patreon for 2026. So, make sure you get access to that. That will be the pinned comment down there. And that's for people that have less than $50,000 portfolio. If you have less than a 50k portfolio, make sure you take advantage of that deal. You're going to learn so much from being part of that. You're going to enjoy it. You're going to get Yeah, you're going to get way more than $59 of value out of that. I can tell you that. And that will be the pin comment down there. Much love and have a great