I just bought my next GREAT STOCK‼️(NEW STOCK BUY)

Well, you got to be flipping the flapjacks right on the floor. Look at that, folks. What a drop. Uh, right before the market closed there. The last 30 minutes was absolutely brutal. A lot of stocks down huge here today. ELF just climbed back on the shelf and then they try to push it off here today, right? 7% downward move for ELF on a shelf. Uh, Estee Lauder down big about 5%. SoFi down big four and a half%. RH down almost 8% here today. Look at Adobe. Adobe's down to $196. That one was down five plus%. Broadcom, which had been one of the hot stocks and now it's one of the most cold stocks in the market, down five plus percent. Palanteer down a bunch here today. Inuit it down big. Salesforce down big. Oh, Salesforce just can't catch a break. Speaking about can't can't catch a break. Microsoft, Mr. Softy down another 4% here today. Look at Amazing down another three and a half% here today. There's one stock and one stock only that can save everything and that is Cheesecake Factory. Look at the cake, man. up another 3% today. It's it's unbelievable. It's like the stock market goes up, cake goes up. Stock market goes down, cake goes up. Stock market doesn't do a thing in kangaroos, cake goes up. I mean, it's just unbelievable. Up another $7,000 on cake stock here today. Now up $112,000 and that does not include all the dividends I've received from cake. So, hey, if there's one stock can save, it's the cake. Okay. All righty, ladies and gentlemen. We got three serious subjects to speak about here today. Okay. One, there's two major things that happened with the Federal Reserve here today. I need to explain what this means for the short-term and long-term future of your money of the stock market. And this is actually very significant things. Usually, you know, the stuff out of the Fed's not that significant. Today was big time. And I need to explain what's going on there. Very serious. Okay. Second, what stocks are best to buy on big down days? I'm going to explain that in this video here today so you guys understand. When you see a big down day like we had today where massive reversal, market tanks, right? What are some opportunities out there, right? And the third thing we're going to talk about is a brand new stock I bought here today in why I need two things from you guys. I hope you can do both these for me. One is I need you to smash that like button. Hit that little thumbs up icon. That's the most important thing. I appreciate you for doing that. That's all I ask for a payment for doing this video for you here today. Okay. The other thing I would love if you could do is in the comment section, let me know if a down day like today, a massive reversal like we had in the market. Let me know if that excites you or that scares you. I'm very interested to hear your guys' perspective and opinion on that. Does a day like this, does it frighten you? Does it make you feel like h, you know, demoralized, down, depressed, things like that? Or does a day like this get you excited because you want to go buy deals and things like that? So, I would love to hear from you guys in the comment section just kind of where you're at mentally. Okay. Uh, also I want to let you know the private group, access to all my course curriculums, access the private Discord chat, thousandx.com, all that good stuff. 9 days from now, we are closing applications out. So, the last day to apply is June 26th. So, that's coming up here very soon. So, if you want to get in the private group before we close that down to new members, that will be the pinned comment down there, and we'll send you your steel membership cards to your house, as well as your welcome package, all that good stuff once you join us in there. And once again, that is the pinned comment down there. All righty, let's get into these very serious subject. First up here, the Federal Reserve. What does this mean for the short term, long-term, future, the stock market, your money, those things? Because they're ve they're very impactful. Okay, listen. We have a significant amount of big dogs. I'll explain this as simple as poss. Okay, there's a lot of big dogs at the Fed, okay? There's a significant amount of them that want rates higher before the end of the year. Okay, that's freaks the market out. You got to understand the market hates hates with a passion rate hikes. It does not like rate hikes. When the market sees rate hikes, it gets very very concerned about going down. There's a multitude of reasons for this. Some is though if the Federal Reserve raises interest rates, right? Fed funds rate. Usually what happens is treasuries go higher. And if treasuries go higher, then people might say, you know what, I'm taking my money out of the market. I'm putting in treasuries. Now, to push back against that, that's not usually an issue. if you're under 5% for what you can get for T bills and honestly even all the way up to about 7%. Now if you start talking about treasury start yielding 7% you're in a lot of trouble. The reason being is everybody when you first learn about the stock market you're there's like this 8% number gets put into your brain which isn't actually factual. It's, you know, if you look at any time in recent history, it's actually you've gotten way better returns at 8%. But 8%'s the number that everybody hears when you first start paying attention to stock market. Oh, you can get 8% of the year in the S&P 500. So, when you start approaching a 7% number, that's the big number where everybody says, shoot, I can go risk-free and basically get around what I get in the stock market. I'm just going to put my money in treasuries and not take any risk. Right? So, now we're a long way from that, but the market does fear that. Now, there's also ramifications of, you know, debt for companies, zombie companies, all those sorts of things as well. That's a whole situation we don't want to get into. But the moral of the story is the stock market doesn't like rate hikes. That's one of the reasons, not the only reason, but that's one of the reasons 2022 was such a brutal year. The NASDAQ fell over 35% peaked to trough from where it peaked at. Q4 2021 to where it troughed at Q4 2022 was over a 35% drop in the NASDAQ. And one of those is market hates uh you know the Fed raising rates. Okay. Now the second thing reason this is big is if there's a bunch of big dogs at the Fed that want higher rates between now and year end. Right? That basically take cut takes cuts right off the table. Like how are you going to get rate cuts? And there's a lot of people that were expecting several rate cuts this year. And now it doesn't look like we're getting any rate cuts just to be quite frank with you. Right. It's possible, but I mean now it's gotten so the the the hopes for a rate cut are so bad now at this point in time that the best case scenario is one cut, but even that looks not very not very probable now at this point in time. So if you want to speak about potential rate cuts now, the the conversation is going to start moving to 2027 as far as rate cuts go, right? And then people might not even believe that because a lot of people believed we were getting three to five cuts this year. If you back it up to, you know, let's let's talk about like Q4 2025. A lot of people were expecting three to five cuts this year. I don't even, you know, we probably aren't even getting one. So that whole hopes about, oh, rates are going to go down significantly. You know, Trump's going to get what he wants. market's going to boom because they're going to take rates down zero. Uh yeah, that that's a tough one at the moment, right? Part two. This is even more meaningful than the first part we just went over. Okay, listen. The market is dropping in response to the Fed's first meeting with Kevin Walsh as Fed chair for one reason. We have far less information going forward. During the press conference today, Fed Chair Walsh uh announced that the Fed has dropped forward guidance. He even hinted that the dot plot could be changed or eliminated along with all forms of Fed communication such as a policy statement and press conferences. In other words, the market will now have less Fed outlook, which means more uncertainty. On top of this, the five new task forces established by him were said to have grand objections with minimal guidance on what to expect. As markets have repeatedly proven, uncertainty and volatility go hand in hand. The new era of Fed policy will come with more volatility. I don't know about that. Here's why. I'll push back against that. Okay? Listen. When the Fed when these Fed presidents come out and talk, right, and you have all these Fed governors go out and talk, sometimes that can move the market. And they're always doing these interviews and there's always saying they're saying this, they're saying that. You could look at the dot plot and you could always look at the dot plot from a negative angle. I could show you every dot plot in the history the Federal Reserve's ever done and I could spin in a negative angle. You know how I could do it and this is how people do it all the time. If you want to spin it on a negative angle, so they'll look out at the dot plot and they'll say, "Oh my gosh, they're not going to lower interest rates nearly as much as um people want them to. That's bad for the market." They could look at the dot plot and say, "Oh my gosh, why are they going to lower interest rates a bunch a year from now?" Do they think a big recession's coming? That's how easy it happens. Just like that. And so you can frame it however you want. Every all this Fed information they give you, if you want to look at it on a positive, the glass is half full. If you want to look at it as a negative angle, the glass is half empty. It's up for you. It's completely up for you. Every single thing a Fed president says, a Fed governor says, I can spin in a negative angle. I can spin in a positive angle. Every single thing. So them giving more information does nothing. Them doing more interviews and press conferences, it does nothing because the people that want to look at it from a negative perspective are going to look at it from a negative perspective and spin it that way. And the people that want to look at it from a positive perspective are going to look at it from a positive perspective and spin it a positive way. That's just how it is. Everything is subjective to what somebody believes. And same thing with the dot plots. Dot plots mean nothing. The Fed has no clue what they're doing a year from now. No clue. As I don't, as Warren Buffett doesn't, as Jeff Bezos doesn't, as Elon Mus, no one has any clue as Trump doesn't. No one has a clue what the Fed's going to be doing a year from now, even 6 months from now. Never mind two years from now. They're running these dot plots for nothing. They're consistently wrong. Consistently wrong. So, what good are they? They're worthless. The dot plots are worthless. They're consistently wrong. Especially when you're looking out 6, 12, 18, 24 months from now. They have no clue where rates are going to be then because so much can happen in the world. So much can happen to inflation between now and then. So much can happen to the economy, the jobs market. Give me a break, man. So, you know, it's a silly whole thing. And so I'll push back against that and I'll say if anything it might actually take down volatility a bit because now I'm not going to have as much to go all crazy about and react to in regards to the market. Right now there's something very important you got to understand about where this Federal Reserve is headed. Okay. This new man, he has a master plan and it's a big master plan and it's going to change the Fed for the next several years. Okay, listen. This guy right here, he has a master plan that he wants to make the Federal Reserve less relevant than it's been in decades. Okay? He wants to shrink the balance sheet substantially. These are his goals. Some of these he's publicly talked about. Some of them you just have to look at, you know, put pieces together. And basically he wants to make the Federal Reserve the least relevant it's been in decades. As long as I've been in the market, which I first started at the end of 2008, right? The Federal Reserve has been the most talked about thing all the time. What's the Fed doing? What's the Fed doing? What's the Fed doing? Ever since the great financial crisis, they got put in the spotlight and the bailouts happened and all that stuff, right? And they took interest rates down to zero. Ever since then, the Fed's been in the spotlight and the balance sheet has ballooned since the great financial crisis to numbers that, you know, if you would have said these numbers 20 years ago, 30 years ago, 40 years ago, they couldn't believe how big the Fed's balance sheet is. This man wants to slowly make the Fed not a very relevant, talked about thing. And so, when you see him talking about, hey, we might not do press conferences. You're not going to see many interviews, might not have many dot plots, not going to give you much information. That's him basically saying, "I want to make the Federal Reserve not that relevant to conversations, and we'll be there for emergency purposes, but you know, we'll be there in the background, right?" No, you got to put the pieces together here of who this man is leading the Federal Reserve now. Okay? You got to understand he was a partner, an adviser for Stanley Drunken Miller. Okay? Now, if you've been in the market a while, you know Stanley, he's a legend. A legend in the stock market. His returns unbelievable. And this man, I can tell you, Kevin Walsh, is going to look up to somebody like Stanley Drunken Miller. Like, this is a guy you look up to. You know, you become a partner there. You're looking up to this man. So, what this man's opinion is is going to drive a lot of your opinion over time because he's going to be so influential over you. Okay, so you let's go down the rabbit hole and what is Stanley's opinion on the Federal Reserve? This is going to be very interesting. Stanley Drunken Miller, legendary hedge fund manager, holds a most critical view of the recent Federal Reserve actions, arguing that excessively easy monetary policy has created long-term risk in distorted financial markets. Radical policy risk. He has repeatedly labeled Fed stimulus as the most radical policy since World War II, warning that it risk creating massive asset bubbles and endangering the long-term value of the US dollar. Inflation in 2021 mistake. Drunken Miller has criticized the Fed for for following or for failing trapped by forward guidance in 2021 compared to the 50 basis coin cut in late 2024 to previous errors where the Fed maintained near zero rates despite high inflation. Fumbling the 5yard line in 2024. He suggested the Fed fumbled on the 5yard line. That's a football expression. by cutting rates when inflation was still a concern. A move he believes reignited inflation and set financial conditions on fire. I mean, there's a strong argument to be made that that could be accurate. Opposition to forward guidance, he argues the Fed should stop using forward guidance. Oh, that's interesting. Advising them to revert to traditional central banking. When you need to raise rates, raise them. When you need to cut them, cut them. He believes Fed policy has forced investors to take excessive risks with the Fed cancelling market signals. Wow. Does that not sound like where Kevin wants to take this thing? Isn't that interesting? So, here we are and you have to ask yourself as an investor, do you like the old Fed better? Do you like this Fed better? Okay, listen. If you look at the Federal Reserve really since the great financial crisis, right? It's had such a big impact and been talked about so much, the amount of debate around the Federal Reserve, it's like the most talked about subject in the stock market, right? Which gives you a little bit more of like a socialist feel like the government's in control and like they're they're going to send us up or down in the stock market as it did today, right? That's not a good feeling. That doesn't feel like a free market, right? And so if you want the Fed to fade into the background, right, you're going to kind of leave more of the socialist feel to the market and you're going to go more free market then at that point in time, right? Because if the Fed fades in the background, then what do we have to talk about? Earnings, valuation, the economy, things like that. Not what's the Federal Reserve going to do in the short term, right? No, the Federal Reserve will always be a subject, but it's just like do you want it to be as monumental of a subject as it has been? Do you want the Federal Reserve to be there to bail out every little thing or do you want them to be there for emergencies? Right? Because check this out. This is the Federal Reserve's balance sheet over time. Okay? And obviously it increased dramatically during Rona. I mean that's an insane increase. We're talking about a $5 trillion increase. That's ins, you know, that's just ridiculous. Now the craziest part maybe not might not even be that is the Fed balance sheet was shrinking for you know they shrunk it several trillion dollars and now and recently it's going up again. Why is it going up again? Are we in emergency right now? Is this the end? Like why is a Fed balance sheet increasing? Right? Look at this. Since December it's up around $200 billion. They've inc. Why? And this is where you have to ask yourself like, has the Fed become way too powerful? And do we need to make the Fed a lot less relevant when they're increasing the Fed balance sheet $200 billion? For what? For what? Why? Why are they doing that right now? You know, when you're talking time periods like the great financial crisis when Rona was going on, right, and they were shutting down the worldwide economy. Okay, Fed come to the rescue. We got an emergency. What's the emergency right now? To increase the balance sheet, $200 billion. What is going on here? Right. So, this is going to be very interesting to see how this plays out. Oh, this is going to be very, very interesting. And um I can tell you what does it mean for the long term? I can tell you it could mean a healthier market over time, right? It could mean valuations matter substantially more. It could mean money gets funneled into top assets and not just whatever is the riskiest thing at that particular time because it's going up a lot, right? which is going to change investors psychology as time ticks on because investors will look at things and they'll talk about things like profits and what type of return on investment are going to get over this time based upon how much this company earns versus some you know there's a lot of assets that have benefited over this cycle right of the Fed being so powerful and so talked about increasing the the balance sheet trillions of dollars it's a lot of assets that have benefited massively from the hope that somebody will pay more than what you paid, right? And don't have profits. A lot of unprofitable companies that have ballooned to, you know, crazy valuations and crazy prices. It's like, well, maybe they make a profit like 10 years from now, 20 years from now, you know, and we saw what happened with NFTTS. We have seen what's happened with, you know, crypto and how big that became during like don't forget this whole crypto wave of Bitcoin becoming this big thing and Ethereum and all the other cryptos. Do not forget this has all transpired during this regime of the Federal Reserve increasing the balance sheet by trillions of dollars and deciding to become the end all be all. Right? So if that goes away, we're going to be talking about a difference where people are going to figure out where they actually want to put assets and things like profits start to matter, right? So if anything, the market's going to move more in my direction in anybody's direction who is running valuations and trying to pay fair prices or undervalued prices for things, right? In the short term, meaning over the next 3 to 6 months, that's anybody's best guess. But over the next several years, we're going to have a dynamic here that is going to favor the people that buy things that make profits and the people that buy things that are at fair valuations or undervalued valuations, dividends will start to matter again. And um so interesting times uh nonetheless. And so um just focus on the long term though. Just keep in mind, you know, Kev, you know, Walsh, he's taking over this this job. Listen, he's there today. You know, a few years from now, he can be gone, okay? And then the Fed could also then be the ones, you know, pumping trillions of dollars out there again. So, just understand Fed presidents come and go. Fed governors come and go, right? Fed policy stances come and go, right? You know, it could be one of those things. Maybe at first people are questioning it, then it goes well, then it falters, and then the Fed's like, "No, we got to, you know, bail things out, and we got to bring back the dot plots, and we're going to start doing a thousand interviews a day and blah blah blah." Right? But the moral of the story is focus on the long term here, ladies and gentlemen. There's so much money to be made over the coming years. It's going to be ridiculous. And so, the short term will be the short term. Focus on the long term. Okay. All righty. Next up here, what stocks are best to buy on big down days like what we had today, big reversal day, things like that. Okay, listen. Do not buy on big down days. Okay, the natural instinct is let me buy safe stocks, stocks that are, you know, people are going to still spend money at regardless, right? Like Hershey's Corporation, like people are still going to buy chocolate whether Walsh is doing a dot plot or not. Okay. Um, Verizon, people still got to pay their phone bill. Kroger, people still got to go to Fries and Smiths and Kroger and all the grocery stores they own, right? People are still going to buy Band-Aids from Johnson and Johnson. They're still going to buy Coca-Cola, right? And they still need toilet paper and paper towels and these other stocks like McDonald's and, you know, Pizza Hut, blah blah blah. I mean, those companies or Papa John's, you know, people are still going to go out there and eat regardless what Walsh did here today. Okay? So that's not really where you want to look for opportunities. If anything, you want to move into those stocks when the market's in a crazy FOMO risk on type scenario, right? But when you get in big sell-offs, whether those selloffs last for a week, a month, a year, right? Like look for other opportunities, not the safety stuff at that particular time, right? Where you really want to look for opportunities is you want to look for a beaten down growth stocks, okay? That you really like. So let's say there's a stock like Service Now. Service Now is a beaten down growth stock, right? And look at a day like today down nearly 6%. So if you like a stock like Service Now for the long term and you believe that's going to be a 200, 300, 400, $500 stock, whatever your, you know, cases for that stock over the next few years, you want to be stepping in on days when that stock's down huge, right? And the market's down huge and you got big volatility in the market, right? People are like all a sudden becoming uncertain. A stock like Meta, right? If you know, Meta is a stock that you believe long term is a thousand, $2,000 stock, you want to be stepping in when the market's getting really shaky. Because a stock like Meta that's already beaten down, remember that's alltime high was what around 750. That stock's already beaten down. It gets beaten down even heavier when you get a big down day like today, right? 5% plus move down. Look at a stock like Shopify 4 and a half% move down. In it, 4% plus move down. Salesforce 4 plus percent down, right? Mr. Softy, Microsoft is down about 4%. These are the sorts of stocks you want to look to and look for when the market's going through major volatility. And so, you know, if you're looking and you're like, "Listen, man. All this AI hype and hysteria is way overblown. People are still going to be using Turboax years to go in the future and QuickBooks and it's going to be bigger than ever." And you know, let's say that's your case. And you know, you pick up a stock like Intuit on a day like today, right? Because it's already beaten down heavy and then it just got smashed again another 4%. so that you pick them up when you're getting these big drops out there. That's where you really want to look, not to the safety stuff. Safety stuff you need to buy prior to big drops. Okay? Uh I'll show you a good example, right, of how this plays out with growth stocks, tech stocks, and and those sorts of things, right? Look at a stock like AMD. AMD sitting on over a million dollars of profit, over $1 million of profit on AMD just in the public account alone, right? Look at when I picked up those AMD shares, like the ones that made me the big big money, right? This batch I picked up February 2025, made $170,000 on that batch. This batch, April 23rd, 2025 $144,000 of profit there. April 3rd, 2025, $78,000 profit. February 2025, $55,000 profit. February 2025, $49,000 profit. A lot of that $1 million of profit came in time periods when guess what? We had a market that was going through major volatility. So at this particular time, what was going on? This was during all the tariff drama last year, all the liberation day, all those sorts of things, right? And look at where where AMD got beaten down to. I have shares at 91 and I didn't even get it at the lows. I think the lows were in the 80s for AMD at that particular time, right? That's a great example of like, hey, there's drama going on out there. You know, they're dropping these stocks. And where did I look? Like, I could have been buying Hershey's Corporation at that time. I could have been buying, you know, I don't know, Walmart. I could have been buying McDonald's. No, that's not the play. Not Not when you're getting all that volatility in the market. You look for great growth stocks during that particular time. No, we're not looking at Walmart when things are uncertain. We're not looking at McDonald's when things are uncertain. You know, that might be the short-term like trader arbitrage there, but I'm focused on the big money. I can give a crap less if McDonald's goes up 5% over the next year. I want a million dollars. Like, thank you very much. Okay. And we've gotten a few million dollars with AMD between the public account and the private portfolios, right? Another good example of this is Google McDougall. Look at the shares I have at Google McDougall. I'm up 130% on those shares, right? And I've already taken big profits on Google stock as well. Guess when I bought those shares? April 2025. We were going through all that tariff drama, right? Liberation day. And there was peak negativity in regards to Google McDougall and Open AI's eating their lunch and blah blah blah. Right? Look at Palunteer. Remember, I've taken most of my profits already on Palunteer, but the shares I still have. Look when those ones were bought. November 22nd, 2022. November 10th, 2022. September 1st, 2022, when the market was getting absolutely smashed and we had the NASDAQ go down 35% plus, right? And I bought those Palanteer shares at seven seven bucks and some change, right? And those shares are up nearly 1,700%. And that does not include all the profits I've taken on Palanteer over the years, right? Buying during a crash, correction, drama, those sorts of things, right? Look at Meta, right? Meta. I've taken huge profits on Meta and still sitting on $469,000 of profits in the public account on Meta, right? 478% gain. Look at these batches of Meta I bought. Right? I bought on Halloween 2022. I bought 650 shares. I paid $93.12 for those shares. Those shares have now appreciated $38,000. Look at this batch. October 27th, 2022. little before bought a 100 shares 98 bucks each I paid for those of 46,000 right October 11 80 shares 128 I paid for those shares right and this is still a big drop here right and that was a steel deal at 128 it was a steel deal at 98 it was steel deal 93 you know what is even a better deal at 88.94 got 62 shares there November 3rd 2022 62 shares 88.94 almost at the bottom the bottom for Meta was just a little bit lower, but it was pretty darn close, right? And so, ladies and gentlemen, this is when you take advantage of deals and where you find deals at. Amazing on Amazon. Guess what? Sitting on $150,000 of gains on Amazon, right? Look at when I bought many of my Amazon shares, right? Coming out of that 2022 crash, right? this big batch here that I made $34,000 on February 2023, January 2023. This batch I made 12,000 right here, December 22nd, 2022, right? 82 bucks I paid for those. 82 bucks for Amazing Zone. So, the moral of the story is here, take advantage of great growth stocks when you're in a situation where the market's getting hammered. Growth stocks tend to get hit the hardest. And the more the market goes down during a period, whether that's for a day, week, month, quarter, or year, the heavier you buy and the heavier you buy and the more focused your buys get on those growth stocks. When growth stocks are running and gunning and it's like party times, that's when you want to start looking at dividend stocks, value stocks, that's when you want to start looking at some of those sorts of things. maybe hedges if you're very experienced in in in the market, right? And I have some great um videos inside the private group going over hedging opportunities and ways to protect your portfolio during big downturns and before big downturns and those sorts of things. So, understand the market you're in at a particular time. You're getting big drops, look for growth, look for growth. you're in a FOMO market. Everything's hitting all-time highs. That sort of market, look for value, look for dips, look for hedges, look for those sorts of opportunities. Okay. All right. Next up here, let's talk about a brand new stock I bought here today and why I went ahead and did it. Now, by the way, this one might come out of left field for a lot of people. You might be like, "What? That stock? You never even talk about that stock." And yeah, to be frank, I don't really ever talk about this stock. I did buy it once before. Made some good money on it. Sold way too soon. That was years ago. And I'm back. I'm back to buy this stock again. And this time we're going to make a lot more money. A lot more money than the first time. The first time made some quick profit and I ran out. This time we're going to stick with it longer term and I'm make a lot more money. Okay? And that stock is Netflix. I posted this inside my private stock group here today. I said just did a freak buy in the public account. Netflix. The valuation has got super interesting and I spent over $60,000 on Netflix stock. Okay, here's what we're looking at here. The company in their latest quarter, they grew revenue 16%. Operating income came in at $3.9 billion. Operating margin 32.3%. Net income was $5.2 billion. A lot of that was a thing we'll discuss in just a moment. Okay. Now, as far as the forecast for this quarter, they're going to report, they forecast 12.5 billion of revenue, uh 13.5% year-over-year growth, operating income of $4.1 billion, operating margin of 32.6%, which would be a recent high for the company. Net income of $3.3 billion, EPS 78. You know what I call that? I call it Sandy because that's a sandbag central there. Okay, that's a sandbag central. you know, they put out those numbers. They're going to comfortably come in and beat all of those across the board in my my personal opinion, right? Free cash flow for the latest quarter was over five billion dollar. Now, they did something genius. I mean, this was thank goodness this ended up like this is just genius. I don't know what else to say. Okay, they got paid $2.8 8 billion breakup fee because Warner Brothers decided to terminate that deal they had with Netflix and they ended up going with the Paramount deal. Right? This was genius. Netflix basically got like $2.8 billion for free. Right? And they caused Paramount to have to pay a much bigger price in regards to this whole situation which makes them even less competitive against Netflix long term. I mean this was gen this was genius. Now let me be very crystal clear. If Netflix had bought Warner Brothers Discovery, it would have ruined the company's balance sheet and I think it would have ruined the company. That's I like I there I would have been 0%. And when this deal got announced, I said Netflix, if they do this deal, it's the worst decision they ever made. Like the absolute worst decision they would ever make if they bought that cuz they would have went so far in debt for this, they would have been they would have been chained to the debt for, you know, a decade to go in the future, right? And on top of that, it would have just it would have hurt so many different things in regards to how the company runs and would have bloated the corporation. Then you got to do layoffs and it's just a messy whole situation. So, thank goodness this deal didn't go through. But, it was ended up being genius for them then cuz they got basically $2.8 billion for free and cause the price to the other company to go up a bunch. Like, it was unbelievable. Right now, latest balance sheet here, 12.2 billion in cash and cash equivalents, $13 billion long-term debt. basically they have so much cash now they could pay off the debt if they want right and keep in mind they have big money always incoming because they're super profitable right now the latest quarter remember I grade all these income statements all the time right for even companies I don't I you know I not even invested in and you might say why you do that like why you grade all these income statements of companies you don't even invest in right this is why because then I can go ahead and go back and say what did I grade Netflix right and so inside my private stock groups Discord chat, you can go to the income statements tab. Income statements tab where I just grade massive amounts of income statements every single, you know, essentially every single earnings period, right? I'll just grade grade. And so I type in Netflix and I said, what did I grade them? Oh, guess what I graded them? A+ quarter, right? And then I went ahead and looked at what I graded them the previous quarter. This one from over four months ago, it was an A+ also, right? So, back-toback A+ quarters for Netflix with a great balance sheet, with a genius deal they did to get $2.8 billion for free, with a great income statement, right? With a great business model overall. And I'm like, uh, yeah, Netflix, I got to pick this one up. Let's go ahead and look at my projections for Netflix. And this was a cherry on top in regards to this. Let's look at my bull case, base case, and bare case. Let's go. This is my bull case for Netflix. I had them doing 13% revenue growth per year on average over the next four years. Right? Keep in mind that's not a a crazy number, right? Latest quarter they grew over 16%. So my bull case has still even less you know 300 basis points less of revenue growth than you know we can call it what they're growing right now. Now they should get a nice uh net income lift in leverage in the business model over the future years. So I have about 500 basis points higher net income growth than revenue growth. So 18% net income growth, right? So in my bull case for Netflix, I had $85 billion of revenue. They get to 2030 and then just under $30 billion in net income puts my net income margins about 35%. Now if you got that sort of growth, let's call it low teens revenue growth and high teens net income growth. 28 to 30 PE 30 uh 28 to 33p easy peasy lemon squeezy. Okay? And that would be give me a compound annual growth rate somewhere roughly around 30%. I mean very attractive but my bold case is always a little more ambitious. What's my base case? Base case is just a fancy way of saying what I actually expect for the company. And do keep in mind my base cases tend to be conservative in regards to kind of how I think about growth, right? Revenue growth for my base case, I have them only doing 11% on average 2027 through 2030. That's not a big number. For Netflix, they're always adding more subs. They can always go up on price. They got the ad supported tiers now at this point in time, right? like uh yeah 11%'s nothing crazy for Netflix. Okay. I've been doing 16% net income growth on average getting a net income margins of about 35%. 25 to 30 PE is very fair for a company growing about 11% topline 16% bottom line right and I get a compound annual growth rate that's let's call it low to mid20s. I mean for Netflix I got to take that I got to take that riskreward every time. like you're going to give me a you know what's called a mid20s compound annual growth rate on a company like Netflix like it's just too discounted right now way too discounted and if it gets more discounted I'll continue to pick up shares of this one my bare case for Netflix still I get a great return on this one my bare case has only 9% revenue growth on average 27 through 2030 right 14% net income growth on average over those years 22 to 27 PE would be fair for Netflix if they're growing at sorts of growth rates and I still get a compound annual growth rate between 15 and 21%. I mean, I got to take that, you know, it's just you're going to give me Netflix at this price like with with this sort of compound annual growth rates here, I'm I'm going to take it, right? So, Netflix as of right now is a little over a $300 billion market cap. To me, it looks like a company that's on the trajectory to join the trillion dollar boys club at some point in the early 2030s, right? So, that's a very attractive stock. And so I would love to pick up a lot of shares of this one and build this out into a, you know, I would call it pretty significant position. Okay, ladies and gentlemen, I appreciate you joining me. As always, if you want your steel membership cards sent to your house for the private group for 1000X and if you join us on a lifetime basis for the private group, that will be the pinned comment down there. And once again, that will be closing down to new members in 9 days. And that is access to all my course curriculums, exclusive content, see the moves I'm making in the market all the time. keep up to date with all that, right? Thousandx.com access. Um the private Discord chats always got so many amazing conversations going on in it with so many highle people. It's beautiful. Okay, there will be pinned comment down there. Much love and have a great