This Stock will make more Millionaires than any stock ever‼️

Do you like making money? Do you like flipping flapjacks? That's what we're doing out here, ladies and gentlemen. Look at the public count absolutely rolling here today. Uh, another massive day. Pushing 4.2 million plus on the public count. Congratulations, and I mean a very, very big congratulations to all AMD shareholders out there. Look at this. When I took this particular screenshot, it was on the verge of 500. It did end up breaking 500 uh today. I mean just absolutely monumental in regards to his move in in regards to AMD. Micron as well. If anybody's watching us as a Micron shareholder, congratulations to you guys. This run has been legendary in regards to AmU. I mean that stock pushing 900 here today, 844% in the past year. Absolutely unprecedented move. Meanwhile, you have Nvidia, right? Nvidia's done well the past year, 59%. But compared to some of these other moves, Nvidia shareholders are kind of like sitting around like, dude, we're like the center of the universe. we have these amazing numbers and like 59% they're like come on man when they're seeing these 800% moves and AMD rolling the way it is right cheese cake factory has been on a nice roll the stocks up 7 plus% just in the past 5 days the cake is baking five core subjects I want to speak about in today's video number one we're going to talk AMD and we're going to talk about MU at the beginning of this video when does this trend break how much further do we have to run in regards to these two stocks specifically okay this is like obviously the biggest conversation I think in the stock market right now, these two stocks are the center of the universe, right? Number two, is there any hope in regards to Nvidia in regards to the stock price getting moving, right? We know the numbers are incredible. They're better than they've ever been. We know the guidance is amazing. We know they come in and beat numbers every single quarter pretty much, right? And so, what is it going to take to get the stock price moving in the right direction where Invidia shareholders can feel like, okay, now we're having some fun, right? We'll talk about that and if there's any hope there. Number three, I have some great n great news if you own SoFi stock. SoFi stock definitely have some good news in regards to that stock here today. Number four, I have great news if you care about cake stock, cheesecake factory stock. Number five, the next AMD and MU type moves. What stocks are they coming in? I'm going to share that in this video here today. One thing, one thing only I ask from you guys. If you could please just smash the like button on this video. That's the only thing I need from you. If you want if you want to share in the comments section how much you are up on either AMD or Micron stock. If you own either of those two stocks, feel free to let me know in the comments section. I would love to see some of the amounts you guys are up. I'm sure there are some huge amounts out there. And even for people that might be up a thousand or a few thousand, let us know in the comments section. I would love to see how much you guys are up. I'm sure it's unbelievable amounts. Okay, listen. Pin comment down there today. That's if you're looking to apply to join private stock group. I will be closing that to new members in June. Okay. So, if you want to join my private stock group, get access to all my course curriculums, access to my private Discord chat, exclusive weekly videos, see the moves I'm making, all that good stuff, click the pin comment down there, apply to join my private stock group ASAP because I will be closing out to new members in June. So, do keep that in mind, okay? Already, ladies and gentlemen, let's get rolling here. AMD. Unbelievable. We just crossed over $1 million in profits on AMD stock in the public account alone. This does not include the Patreon portfolios. Doesn't include all my private portfolios which are loaded to the sky with AMD shares. I mean, incredible. Just one stock in one portfolio. Up over $1 million. This is why we play the game, right? This is why when you go on a run like this, it is man, it's a great feeling, right? It's a great feeling because you put in the work, you you you know, invested your hard-earned money into whatever that stock is and then it goes on just an absolute ripper run. And I've been fortunate to be in a lot of these stocks over the years, right? You know, um, back in the days before I was on YouTube, we had a company named I had a company named Trinity Industries, which was one of my first big huge runners that just went insane. That was back in like 2000. Oh gosh, that was like in 2010, 2011, 2012. They uh actually made real cars and fracking was taking off in North Dakota and you had to move the oil somehow. And so this company was so well positioned for this particular market and that was one of my first stocks that went on a big run. Monster Energy was another one. And then another one that went on an insane run was a company named Cabelas back in those days, right? And those were all before I ever was on YouTube, right? And then, you know, since I've been on YouTube, which has been about a decade now at this point in time, I've had a few insane runners, right? First was Tesla. That was like a 2,000% gainer for me. Palanteer was like 2,000% gainer for me, right? Uh Meta has been a huge gainer, like 500% or so, right? Uh then we had, did I talk about Palunteer yet? Yeah, I think I talked about Palunteer. Meta. And then now we have AMD. Oh, Elf. Elf on a Shelf was a huge runner. You know, that stock's up like 600 or 700% since I first started investing in that back in 2019, right? And then now we have AMD making this unbelievable run, right? And this is a fun part of of, you know, being in the stock market, right? And you got to go through pain. Like sometimes you're going to get it wrong. Sometimes you're going to invest in a stock and you're going to lose money, right? And that's never fun. But when you get it right and you go on one of these legendary runs, oh man, it is a lot of fun. And what it does to your your percentage returns is is unbelievable, right? Because you might lose 20% in a stock, right? Like say you bought Adobe and it's like it hasn't worked and you you know you're kind of losing faith. So you sell it, lost 20% like dang. But then you go make 200% on another stock or 500% like you know it makes that 20% offset look like nothing. And the biggest thing is you got to be right about your big investments, right? So I've been fortunate to be right about big investments over time, right? Now, here's the thing you got to understand about AMD stock. If you're wondering how much further could this run go, right? Listen, I posted this on my X page here today. If you don't follow me on X, you might want to. It's linked in the description area down there if you're somebody that uses X. Right? I said AMD stock could hit $1,000 this year or next. I've been talking about this for a while now at this point in time. Right? The thing with AMD stock is the numbers are going to accelerate so rapidly. the price targets from analysts. And I've been talking about this for what, a year now at this point in time. The analyst chasing the stock. There's so much going on. It's it's it's it's almost like chaotic. It's almost chaotic cuz the number is going to rise so rapidly for AMD over the next several quarters and over the next several years. The analyst price target rises over the next, you know, at least 6 to 12 months. It's going to rise so rapidly. You have analysts chasing analysts. I mean, it's just ridiculous, right? You have money chasing money. You have traders coming in the stock because it has momentum. It's just chaos. And we're in complete chaos mode now for stocks like AMD and stocks like Micron, right? Complete chaos. And so just understand like this run could go to a,000 plus this year or next. Do I have any bets placed that it's going there short-term? No. I have no call options on AMD like it's going to go to a,000, right? Cuz I don't want to put my I don't want to stress about that. I don't want to worry about is it going to go to a,000 this year or is it not? like, no, I'm good. I got AMD shares coming out my ears. I'm perfectly fine with this, right? And if it doesn't run to a,000 this year or next, that's perfectly fine with me as well. I'm doing pretty well on the stock as it is, right? If it stays here, cool. If it runs to 700, cool. If it runs to 900, cool. If it runs to 1100, cool. Like, I'm good. Whatever way we want to slice it in regards to AMD. This is just chaos now at this point in time, right? And here's what's going on. The truth is, no one knows how crazy AMD's revenue is about to get. We just know it's going to get crazy, right? Analysts are way too conservative with their numbers. Next quarter, they haven't grown 37%. The following quarter, I I don't even know how this is. This looks ridiculous. Like, they're talking about 34 35%. Oh, no, excuse me. This was the previous quarters. What's been going on? Right? So, they just went from 34% to 37%. Right now, the question is, how crazy are the numbers really going to get? So here are projections about where AMD this is what analysts are putting out there for where they expect revenue growth to go. And look at this. Okay. Analysts have them growing 47% next quarter. Low. That's a low number. The following quarter, this was a shocking one to me. They have them in the September quarter only growing revenue 34%. Now keep in mind, listen, 34% would be amazing for almost any other company in the world. For AMD and what the stage they're at, that's actually not a good number. This is laughable. They're going to be already ramping heavy their GPUs at this point in time, 450 series. So, you got to understand that revenue number they have for that. Basically, what's going to happen is next quarter, right, which their next quarterly number is going to come out about two months from now, maybe a little over two months from now. What's going to happen is AMD is going to smash this number. Okay? Then what's going to happen is they're going to put a guidance out that is going to be so far ahead of where Wall Street is right now unless Wall Street brings up these numbers rapidly that everybody's going to be in shock. It's going to be a shock and a situation, right? This is this is not even close. Um and so they've made a big mistake here. Like a colossal mistake. This number needs to be this number needs to be 13 or 14 billion. They're at 12.3. Come on. No. Okay. Then after that, they have them going to 51% growth, 59% growth, 57% growth. all those numbers in my opinion way too low cuz we're talking about they're about to ramp the GPU business in a way they've never done before right and they've got all the big customers lined up for those and additionally CPUs now CPU demands way higher than anybody anticipates and they're going to be able to raise price likely on all those CPUs as well. So I mean oh my gosh and by the way they have other businesses as well. It's just those two really are going to be the the big dogs right now. The even bigger issue here that if you're wondering can the stock go a lot higher, it can is analysts are way too low with their earnings per share expectations. Like I'm looking at the September quarter and have EPS only being up 50% year-over-year. It's laughable. It's laughable. You you know how much like this is ridiculous. 68% 97%. These numbers aren't even remotely close to how much they're going to be up. Like I they're off by a mile in my personal opinion. Okay, we're talking about these type of quarters. They're going to be deep into the triple digits every quarter for that earnings per share growth. Deep deep into the triple digits, okay? And so, like this is analysts doing what they do, making mistakes one after another after another. They don't understand, one, they're way too low with their revenue expectations. Two, the earnings per share is going to go up way more rapidly than anybody anticipates because the margins are going to be way better than anything AMD's ever seen in their history by a mile. It's not like it's going to be close. It's like this is going to be the best best margins for the next several years that we've ever seen in AMD's history. I mean, it's going to be insane. So, these earnings per share numbers, I look at them and I just laugh cuz I'm like, "Oh boy, are they off." Like the revenue is bad in regards to how bad they're off in revenue in my opinion, but the earnings per share is the the much funnier one in my personal opinion. Oh my gosh. Okay, so the numbers are all off here by a lot in my opinion. Okay, now listen. Uh-oh. It just happened again. Analysts are off sides again. Look at how quickly it happens. Did I not tell you guys this was going to happen? I told you they were going to be off sides again quick, right? called this time and time again. They're off sides again. Their average price target is 472. Now the stock's pushed into the 500s, which now what are you going to do? If you're an analyst, you better come out and you better raise price targets. You better and you're they're going to have to take them way up. If you think they just took them up pretty high, no, just wait till this next one. Now they're going to start doing what I call panic panic price rises in regards to expectations here. I already saw it with MU today. If I recall, there was an analyst firm out today with MU that I think they upped their price target to something like $1,650 or something just insane, right? And it MU just, you know, a few days ago was like 600. We're talking that's a 12-month price target. And so what's going to happen now is with AMD, it's going to be panic raises. People aren't just going to raise. Let's say somebody's at 400 right now and they're looking at the stock 500 like, "Crap, I'm bullish on the stock, but now I'm way off sides on the price target. Let me raise to 550." No, no, no. Now people are going to be like, "I'm at 400. I'm going to raise to 750." The 500s are going to raise to 800. The people that are the more bulls that are at 600 are going to start to freak out and they're going to go a,000. Then you'll get your first $1,000 plus price target on AMD, right? This is party times in regards to this. And this is how it happens, right? And this is this you this is what we call the perfect storm. And that's how you get stocks to go up hundreds of percent in a matter of a 6 to 18 month span. If you're wondering like how does it happen? It happens when the perfect storm happens. A stock that was counted out, no one cared about. AMD and Micron would definitely fit that criteria. Like no one cared about these stocks a year ago, right? People were still all on Nvidia at that particular time, right? Maybe Palanteer and a few other stocks, but AMD, Micron, Mm-m. people were like off to the side and now these stocks have riven risen hundreds and hundreds of percent right in such a quick amount of time. So it's when a stock is pushed aside, no one cares about it, right? Then they have fundamental changes in the business model, which both those companies do, right? MU's pricing they're able to command right now is just astronomically high along with the crazy demand. And now we have two fundamental changes with AMD with CPUs and GPUs, right? And then you get the analyst community completely off sides and you get a big chase from Wall Street. Then you get momentum traders to come in because these stocks go up like five, 10, 15, 20% almost every day. So the momentum traders start to come in and it's just complete chaos and it's a fun party and eventually the party comes to an end, right? But when the party's going on, man, like you know, there's no stopping it. There's no stopping it. The cops could show up and the party's still going on. It doesn't even matter. The cops are going to join the party. Like that's how epic of a party this is. Okay, so that's what we have going on there, right? So, what I would say right now to everybody out there that is an AMD shareholder, enjoy the party, right? I can understand if people don't want to buy AMD stock because it's had a heck of a run, right? I can completely understand it. The PE ratios are going to look really high on a forward P basis on a two-year forward P basis. But just understand analysts are off by a mile. So, the reality numbers are a lot lower than what you're looking at. If you see AMD and you see a forward P of 70, just understand they're going to be way more profitable than what analysts are expecting. Analysts are wrong again and again and again in regards to AMD continuously. They're wrong with their numbers almost every quarter. They've been wrong about what type of GPU demand they're going to have. They were wrong about the CPU demand. They're wrong about their price targets. They're wrong about Lisa Sue. Remember on the reaction channel, remember Stacy Rascon? We don't even know if we need him. disrespectful. Unbelievable, right? They're wrong again and again. So, I understand if people don't want to buy it. This reminds me of when Palanteer went to like the $60 to $80 range right now. That's what this is kind of reminding me of cuz Palanteer was like seven bucks, six bucks back in 2022, right? Folks like myself were buying it. I'm sure a lot of you guys made life-changing money on that stock and then it went on a crazy run, right? And next thing you know, it was a $60 to $80 stock and people are like, "Uh, this is ridiculous." Like, what? This is insane, right? But the numbers of Palanteer were going up so fast. Wall Street was finally starting to at least understand the story a little bit and come around to it, right? They're starting to raise price targets and um and then Palanteer went on another big run, right? And it didn't top out until it reached 200 plus. And so, you know, when these stocks go on a run, man, do they go on a run. It's a lot of fun, right? MU. Let's talk about MU for a minute, right? Cuz this is a stock absolutely running here. So, with MU is another one. Enjoy the ride, right? enjoy the ride. Like, it's a fun ride right now. They're going to make so much money over the next few years. It's disgusting. Like, the net margins of of MU are just, you know, totally unsustainable for the long term, but for the short term, the next year or two, like they're going to pull it off. They're going to do these like 60% type net margins that are just like mind-blowing, right? When will the ride end with MU Micron stock? Here's here's what there's one of two ways the ride can can end with Micron stock. one obviously like the all these hyperscalers like you know Amazon, Google, all those sorts of companies right Meta you go through the whole list of them that are spending fortunes like let's say they pull back that would hurt obviously Nvidia AMD Micron like that hurts all those sorts of stocks right so that's one way but that doesn't look super realistic at least in the short term right 3 years from now it's a complete you know wild card but right now in the very short term doesn't look realistic right so the only other way I could see Micron party ending and this is I was doing some more thinking about this is if big companies say they're going to enter the memory space in a big way. I'm talking like one company that came to mind is actually Amazon. Amazon's not afraid to spend stupid amounts of money out there to build a business that they could make a lot of money on over the next 10, 20, 30, 50 years, right? If you're of the belief that AI is going to continue to take off, the demand for memory is going to be exponential over the next decade, multi-deades, right? If you're a company like Amazon, why not get into the business? Why, you know, they've got the money to invest if they want to, you know, the the only issue with memory, the reason, you know, why is it like three companies really dominate, Micron, Skhinx, Samsung? The reason being is not because, oh, you know, the technical capabilities are so like impossible. No, it's not that. What it is is it takes tens of billions of dollars to build the facilities and do it on a on a high level like Micron does it or like SKH does it or like Samsung does it, right? So big companies could do this. Intel could pull it off if they want to pull it off, right? And they could enter this market if they want, right? Uh Western Digital might be a potential. We'll see. But I look at a company like Amazon, I think they're actually the ones that, you know, could think about how much Amazon's going to spend on just memory over the next 10, 20, 30 years. Why not get in the business and why not make a fortune of money along with it, right? And also be able to produce yourself memory for cheaper prices like, you know, so that's how the that's how the party could end from Micron is those companies slow down spending or a bunch of competitors come in this market and say, you know what, there's about enough of this. Because the issue with Micron is they've always been able to kind of fly under the radar, right? They've never been a massive market cap company. The market cap on Micron's been like tens of billions of dollars or maybe a hundred billion or so. The issue is now Micron's a1 trillion plus market cap and it could be on its way to $2 trillion market cap in the amount. I mean, we could be talking about Micron brings in, you know, $200 to $300 billion of net income over the next few years. Net income. I'm not talking revenue. I'm talking net income. that gets on everybody's radar. Everybody starts looking at that and saying, "You know what? Maybe we should throw our hat in here." And so, right now, it's party on, but just understand if next thing you know this company, that company wants to come in this market, they could do it. It's not impossible. It's actually much easier to compete with somebody like a Micron than it is somebody like an Nvidia or an AMD, right? You want to try to create better chips than or as good a chips as Nvidia. There's really only one company in the world that can really do that and that company is AMD, right? Um, and even AMD has trouble with that. That's brutal. If you want to create high bandwidth memory, you can do that. It's going to be very costly, but you could do it. You can pull it off. It's not like this is like, oh, this can't do this. No, no, no. You could do it. It's going to cost you tens of billions of dollars to do it, but you could do it. And so, we'll see what happens, right? But this is uh what's going on. So, for right now, until either of those two scenarios play out, enjoy the ride as an MU shareholder, right? All right. Next up here, let's talk about if there's any hope for Nvidia stock, then we'll get into some great news for SoFi, great news for Cake and the next AMD MU type moves. Okay, Nvidia, look at this. I mean, this is since, you know, we backed up to about Halloween of last year, and the stock has about a five or a 6% gain to show for it. The numbers are amazing, right? But the stock is just kind of like, you know, not performing the way you would want it to perform, especially given the numbers they're they're putting on, right? So, if you buy a stock like Nvidia, you want the stock to go to 10 trillion market cap, right? This is a $5 trillionish market cap right now. You buy a stock like Nvidia, you're trying to double up your money over the next few years. So, how do they go from 5 trillion to 10 trillion? Here's how they could do it. China. China. The China market for Nvidia has been kind of closed uh for a bit here, right? They're doing business still in China, but it's not much. If the Chinese market can open up, that opens up a monumental opportunity for Nvidia, right? Not only that but if there's a lot more demand from the Chinese market, they could go up on price or hold price very steady for the US customers as well, right? And they could maybe even push up margins again, which some of the worry around Nvidia recently has been where are the margins headed over the next year or two. If all a sudden you get a lot of demand from China as well, that would help Nvidia keep margins very, very strong, right? because it puts another massive buyer in the market that's just not really there for the company right now. Um, especially in regards to their higherend GPUs. So, I think if we got some really good news in regards to China, that is the thing that could could propel Nvidia to a 10 trillion market cap. If you can't get the Chinese market online in a major way, it's going to be tough. And the reason it's going to be tough is you got to understand companies like Meta, Microsoft, Google, all the big companies that are spending all the fortunes of money, right? Amazon, like those companies are about maxed out with their budgets. They're going to be able to go up a little bit next year, maybe the year after if they want, but it's not like they're going to be able to go through the roof cuz they're already spending like almost their entire operating cash flow on just capex, right? So there's not huge budget increases coming from those companies in future years. And additionally, AMD is now finally throwing their hat in the ring and they're going to start stealing market share. It starts in the back half of this year and it will continue for the next several years, right? So AMD is going to take market share, compound it with these companies don't have huge levels to raise capex in the future years, which means Nvidia's revenue growth opportunity for the next 3 years is much more limited than you know the excitement opportunities they had in the past few years. Unless unless that Chinese market really opens up for real and Nvidia can really sell their higherend GPUs and the Chinese want to buy them. Right? So that's how you could get this company to $10 trillion market cap, but it's understand it's got to that's what's got to happen to get them there. Right? Now here's the issue. Nvidia says it has largely conceded China's AI chip market to Huawei. Right? And you know this is really a shame because Nvidia got forced to take an L here. Nvidia would have won the Chinese market for AI. There's no doubt in my mind, right? They would have been built beat Huawei. They would have beat everybody, right? And it's unfortunate because the thing is with American companies, you let American companies play, they're going to win. It's proven again and again and again. If you just let them play and give them an equal playing field, they will win, Nvidia would have won easily. But because of the geopolitics and you know the tariffs and all this fighting back and forth between the US and China, because of all that drama, Nvidia got forced to take an L here and concede the Chinese market to Huawei. Right? No, that doesn't mean they're forever done there, but you know, the further this game goes along, the tougher and tougher it is going to be for Nvidia to ever be a major player in China again. Right? So, if something's going to happen here, we need it to happen quickly now. Jensen's doing everything in his power to try to make things right. He's been over there to China a few times now at this point in time. And guess what? The other big dog, Lisa Sue, she just met this past week with the Chinese Vice Premiere. The big dogs are trying to really open up that Chinese market because this is a huge monumental opportunity, for AMD, for Nvidia, and we'll see. We'll see. The bottom line is you just let those companies compete, man, they're going to win. They're going to win. It always happens, right? So, we'll see. We'll see. Okay, Nick's up here. I got some great news for SoFi shareholders. Okay, listen. SoFi shareholders. This stock is so loved and so hated at the same time. I don't know if I've ever seen a stock so loved and so hated. And the reason it's so loved and so hated is you got people like myself that love this stock that have done tremendous on it. Right? When I first started buying SoFi, this stock was $6.93, right in the public account. And I bought more shares at 690 and I bought more shares at 803 and then 774 and then 1174. I love SoFi stock. It's doing phenomenal for me. This is amazing stock. But other people bought the stock at 30, at 25 last year, right? And those people are looking at so fine and they hate the stock. This stock sucks. It's so fine, right? Depends on what price you buy at what price you buy at a stock, especially individual stocks, it is very important. The market itself, not as important over time, right? Um, as long as you're consistently buying in the market over time. But I can tell you with individual stocks, there's a big difference between buying SoFi at six bucks and buying SoFi at $30, right? There's a big difference between buying pounder 7 when I was buying it versus buying at 200 like it was last year, right? Like you could have bought AMD April last year for 80 something or you could buy AMD now for 504. What do you want to pay? Right? What do you want to pay? So in regards to SoFi, here's the good news. Okay, Emit did a good interview of the SoFi CEO Anthony Notto here, you know, very recently. Okay, and Anthony notto, you know what he said? He said, "I'll say this and I and get criticized for this, but it's what I truly believe. I don't see why it can't be a trillionoll company. At the end of the day, we are trying to solve something people really care about." That's a big statement from Anthony Notto, right? But it's not a crazy statement because I believe this personally. I believe SoFi over the next decade is on their way to becoming a financial giant, right? where right now you might look at SoFi as more of a niche company. They maybe have 14 million, 15 million members, customers, whatever you want to call them, right? Something like that. But there's no doubt in my mind as long as Anthony Notto doesn't overlever his company that the world is theirs. SoFi will be a a $50 to hundred plus dollar stock in a few years from now, right? They're on their way to becoming a financial giant. If you look at SoFi right now, the market cap of this company is right around $20 billion, right? $20 billion. That's nothing. You know, when we're talking about financial giants, we're talking about companies that have hundreds of billions of dollars in market cap. And that's where I see SoFi going over the next 5, 10, 15 years. And so, I look at this company as a stronghold. If he ever overleverages a company or something like that, we'll be screwed in a recession, right? But as long as he never overleverages us and tries to keep the company as fee based as possible in regards to kind of being the middleman and having other people take the underlying risk, it's going to be it's going to be a lot of fun in SoFi for the next many years, right? And so, you know, in time periods when interest rates maybe rise, maybe that hurts SoFi stock price in the short term, time periods when there's worries about recession, you're in recession, that's going to hurt the stock price. But at the end of the day, I could see this company becoming a financial giant, right? Companies like the Bank of Americas, the Wells Fargos, those sorts of companies, I look at them as becoming less and less relevant to the new generations. And I believe a company like SoFi is the most relevant for the new generations. And I believe many of these younger folks that are signing up for SoFi, and keep in mind, not their entire base is a bunch of young people, right? They got older people that use SoFi as well. But I really look at them as, you know, attracting millennials, attracting Gen Z. the next generation Gen Alpha. And if they can do it on a high level, like those people will use SoFi as their one-stop shop for all things financial related, whether they want to invest through SoFi, whether they want to have a checking account, a savings account, CV account, right? If they want to buy treasuries, if they want to have credit cards, if they want to buy get a home loan, if they want to buy a car, if they need a personal loan, everything all one-stop shop at SoFi, right? So I think what Silva is doing is amazing. And when Anthony Noah talked about they got a trillion dollar opportunity in front of themselves. Yeah, I believe they do, right? I believe they do. And that's why I put my chips on the table, right? I can never get too overinvested in a stock like Sofa because it comes with risk, right? They ever got overleveraged, you know? You never know. It could go under. It could be get really ugly in a recession, but keep the company's leverage ratios right. And uh oh my gosh, like the world is theirs, man. The world is theirs. Okay, next one up here. Great news for Cake. Then we'll get into the next AMD and MU type stocks. Okay, so Cake, this is a good little stock that I talk about, right? Great dividend payer. I made $77,000 in the stock just in the public account alone. That does not include dividends received for the stock. And you look at when I started buying the stock, right? It was $32 a share or so, right? 32 bucks. and no one else talks about this stock, but it's an incredible stock and people don't pay attention to it. And I'm like, you don't pay attention to it, you're just missing out on a great opportunity like for the long term, but you do what you want to do, right? But here's the most impressive thing about this run with cake, right? And we got a long run ahead. Is this run has come with consumer confidence. Have you seen consumer confidence the last few years? It's been among the worst you've ever seen in history. They've been doing the consumer sentiment surveys for decades. Like probably since your parents were little kids, okay? Or your grandparents were little kids, right? Look at this. Look at how bad consumer confidence is. And yet a stock like cake that's really a confidence play, right? Cuz no one has to go to Cheesecake Factory. No one has to go to Flowerchild. No one has to go to North Italia or Culinary Dropout or any of their other restaurant concept. No one has to do that, right? That's like a complete choice. And yet, despite consumer confidence being in the dumpers for years, look at the stock. Look at the numbers of this company, right? I back this all the way up to the great financial crisis. And this gives you real reference about how bad consumer confidence has been the last few years, right? This was a great financial crisis. The great financial crisis. The the consumer confidence looks bad even if you compare it to the the great financial crisis when unemployment went to like 10% plus. That's insane. Absolutely insane. So, it makes you think, what are Cake's numbers going to be? And what is Cake's stock price going to be when consumer confidence is good again? Now, maybe you're very doomsday. You're like, consumer confidence is never going to be good again. People are just going to feel horrible for all of eternity, right? I choose to take a more optimistic approach. I believe over the next several years, consumer confidence will come back strong. I believe we'll have a stronger economy in the future. They'll be more well-rounded. And overall, I see brighter days ahead for the average American, right? And I see brighter days ahead for the consumer confidence survey. And so, when those brighter days arrive, what does it mean for Cake's stock price? What does it mean for Cake's numbers? It means very good things for both of those things, right? And so, even despite all this, it's still been performing amazing. More good news. This came out recently. Cheesecake Factory price target raised to $68 from $58 by JP Morgan. But even more important, JP Morgan, remember they carry about as much weight as anybody on Wall Street, right? They raised to neutral from underweight. So basically, they were saying like the stock's going to do worse than the market does. Now they believe it's at least going to be kind of a market performer, right? I think it's going to do a lot better than that. But this is a big step in the right direction for Cake stock overall. Note, you want more good news for Cake. Here's more good news. crude oil futures moving down. Past 5 days, oil is down about 9%. Okay, that's something that people say, okay, if an American, right, is having to spend way more on gas, then they don't have as much money to go to the restaurant, right? True. I mean, that's, you know, factual. It's not like it destroys completely the economy, right? $1 a gallon more is not going to destroy everybody, but it is more money in your pocket in average American's pockets, right? So, crude oil going down is very good. And also that means 10-year yields and yields in general going down. Treasury is going down, right? And so the highs might be in for yields, which means very good things for dividend stocks. Cake is a dividend stock. And very good things for companies that have to take out debt to expand their business, which is certainly a company of cake, right? Cuz cake will take out a lot of debt over the coming years to build a ridiculous amount of flower tiles in North Calius cuz those concepts are just absolute bangers, right? Plus there are other concepts as well, right? So if we can have lower lower yields, right, that means great things for cake on multiple fronts, which is why you're starting to see momentum. So as yields are falling, cake stocks moving up aggressively, right? And so highs might be in for yields. That would be great thing for cake, right? No, this is a stock I was laughed at for buying the stock, right? Cake. Who buys cake stock? What a weird stock to buy, right? H okay. So how is cake performed against the famous companies that people were telling me? Why wouldn't you just buy this stock when I was buying this stock, right? Starbucks McDonald's Chipotle Domino's. I asked Gemini cuz I didn't feel like doing all the stock charts for this. I said, you know, how much are these stocks up or down the past 36 months? Starbucks is up about 3%. McDonald's down 2%. Chipotle down 20% and Domino's up 7% the last 36 months. Moral of the story is all the popular stocks that everybody would know about have absolutely, for back of lack of a better term, sucked for years now at this point in time. Meanwhile, what has cake stock done the past 3 years? Up 106%. I think I knew what I was doing, right? And congratulations to all Cake shareholders for reaping the rewards, right? You you could have got stuck in these other stocks that is like, "Oh, these stocks have been so amazing. Starbucks McDonald's Chipotle Domino's. These stocks have been so amazing. Just buy these." Huh? Yeah. You've been losing money for years now, right? Meanwhile, Cake has been a huge money maker. So, congratulations to everybody out there. Cake shareholder, we got brighter days ahead. And long-term, that's a triple digit stock, right? Next one up here. What's the next AMD MU type moves for stocks out there? Okay, so the XLY. This is cons consumer discretionary ETF. Okay. Now, the way to think about consumer discretionary is these are like products that sell to consumers, you, me, right? But they're not necessary. It's not like you have to have these products. Consumer staples is like more like needs based things. So, people would think about consumer staples as like Coca-Cola, Pepsi, um paper towels, toilet paper, so like Proctor and Gamble, Kimberly Clark, those sort of things, right? Consumer discretionary not staple. consumer discretionary is more like I want to go spend money with this particular company, right? And so if you back this up all the way to November 2021, the the this this ETF's only up 16%. It's done horrible, right? But the two biggest components of this ETF are Amazon and Tesla, which I don't think they should be part of that, but they are, right? And those stocks have done tremendous over the past three years or over the last several years, right? So I said, "Take out Tesla, take out Amazon, and if they weren't included, what's the return of this since November 2021?" 3% return, 3%. In all those years, we're deepened in 2026 now at this point in time. So basically, the moral of the story is, for lack of a better term, it has sucked for years, right? And it's just not awful, right? Now, additionally, semiconductor stocks are sucking all the air out of the market short term. It's like you can't even focus on anything else other than semiconductor stocks right now because these stocks just run day after day after day after day. And so they like they're taking all the oxygen out of everything else in the market. So nothing else can really even get attention right now other than the stocks like MU, AMD, SanDisk, Marvel, Texas Instrument, all these sorts of stocks, right? They got all everything. So where's the next run? The next run, ladies and gentlemen, is going to be in consumer discretionary. Once the air comes out of this, you're going to see these sorts of stocks run. So, what type of stocks? Let me show you some. Celsius Holdings down 36% year-to date. Get ready for a run. Revolve down 36% year-to- date. Get ready for a run. Elf Beauty down 29% year-to date. the run these stocks are going to go, it's going to be, you got to keep in mind, it's not going to be like just a few weeks or a few months. It's going to be an 18 to 24month insane bull run in all these stocks that aren't really like you have to have them. They're like, you know, a want type consumer play, right? Estee Lauder down 18%. You know, year to date, right? Listen, I'm positioning all these stocks now, right? Before the next run happens. I'd rather be early than late. That's always my name of the game, right? So when I was buying AMD heavy at first people were questioning it, ah AMD stock's been horrible for years. You know why you position into this? I'm like you'll see. And I was a little early and then we made a few million dollars in AMD, right? I was a little early. I was a little early on Tesla and then we made 2,000% on Tesla. I was a little early on Palunteer. I didn't buy at the absolute lows. Uh, you know, I think when I started buying Palanteer, it might have been 12 bucks, 14 bucks, and I bought at 10, 8, 7. It's a little early. Technically, the bottom was like 5.94 in Palanteer. It's a little early. I think it did okay on Palanteer, like made like 2,000%. Right. And same thing with Meta. Meta I started buying at like 300. I bought more when it went down to 200. More went down to 100. I bought a big batch at like 88 94. Big batch at 93. You know, we were a little early on Meta, but I think we did okay on that stock, right? And so, I'm positioned to all these sorts of stocks right now. I might be early, and that's okay with me. I don't care. I don't care if I'm a little early. I just want to make sure I'm positioned for the run, and I don't want to be late for that run because when it runs, it's going to be insane. Nike, another one, 30%. The stock is down year to date. The run's going to be insane. Shopify, 35% down year to date. The run's going to be insane. PayPal. This is another one of these stocks that gets thrown in with the consumer, right? With PayPal and with Venmo, 25% down year to date. The run will be insane. Wind Resorts down 18 and a half%. That was just that win Friday night. Man, that place was Oh, was it busy? Oh, was it busy? I got stories for you. I can't tell you the stories, but let's just say stupid money was being spent out there, okay? Watch out next year for when in the hype as you get closer and closer to the Middle East property opening next year. Just watch in regards to that, right? American Express, this gets thrown in the consumer names, right? Down 16% year to date. Wait for the run on American Express. Honest, this is actually kind of a one that bucked the trend. You probably put them more in consumer staple than consumer discretionary. Although their products are higherend, so I'd almost make a case that they should be a little more consumer discretionary than consumer staple. But this one's up 36 36% year to date. This is running its own race. I think the stock exit this year well well over $5 a share. That's my personal belief in regards to that. So just stacking, you know, Service Now, Salesforce, I'm still trying to figure out if these are going to go along for the ride with consumer discretionary. I don't know because my thing is these sorts of companies have to start to show they're going to have to give the early signs that not only are they growing revenue in regards to agents and their agent side of the business, but they're going to have to show that the margins are going to be there. And I I it might take them a few more quarters to start to show that. Could take them another year to show that. So, I'm not sure if when the run happens in consumer discretionary, the SAS stocks are going to be ready to go on that run or not. I think it's like debatable is what I would say in regards to that, right? Ladies and gentlemen, focus on the long term. You got incredible opportunities out there. You're going to, you know, build a portfol, as I always say, build a portfolio you'll be proud of years from now. Not just you're proud of right now or for the next 6 months or you know what the hot stocks are. Build a portfolio you're going to be proud of years from now. Right? The companies I had in my portfolio, these are going to be great companies I believe for years to go in the future. Not just the next three months, next not just the next six months. Okay? Focus on the long term, ladies and gentlemen. Okay? If you're looking to apply to your own practice group, you want to take your investing game up to a much higher level than where you're at, your knowledge, all those sorts of things. You want access to all my course curriculums, Discord chat, exclusive weekly videos, me teaching you everything I got up here, get you up to a high level, get in there with the six, seven, eight figure members, right? Uh, apply ASAP. That will be pinned comment down there. I'm going to be closing that to new members in June. Much love and have a great