Your Portfolio is about to GO INSANE‼️

Your Portfolio is about to GO INSANE‼️

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  1. PEP NASDAQ BUY +0.00%
    Entry $126.68 12 Oct 2026
    Current $126.68 12 Oct 2026
    Result +$0.00
    vs. index −0.1% SPY +0.1% over the same days
    Surrounding source transcript
    …ee stocks that I don't own that is actually a great opportunity Pepsi. Pepsi great opportunity. This stock is down 20% plus over um the past 5 years. This is a 5-year chart if I recall I I made here, right? Crazy downside for Pepsi, but uh it's actually a great opportunity as a buy right now. So Pepsi, this stock's forward P is 14. Dividend yield 4% plus on this baby, right? And um obviously very stable business model. I was looking at their latest earnings based upon the stock price being so low right now. You would think the …

    it's actually a great opportunity as a buy right now.

    AI-extracted context Pepsi. Pepsi great opportunity. This stock is down 20% plus over um the past 5 years. This is a 5-year chart if I recall I I made here, right? Crazy downside for Pepsi, but uh it's actually a great opportunity as a buy right now.

Full Transcript
the calm before the storm. That is the phase we're in right now. Look at the public count here today. A 0.01% move, a $700 move on a $5 million plus portfolio. That's the calm before the storm. We are about to go into a phase where rapid wealth is created or destroyed. And that's going to happen over the next 30 days. And depending upon how you're positioned, you are going to come out of this either looking very, very good or very, very bad. Okay, so there's two core subjects we're going to get into in this video here today. Okay, one, we're going to get into what is coming here. Okay, I want to explain this, what's going to happen, and we're going to talk about what's about to happen to AMD stock, MATA, Celsius, the wealthiest, Elf on a Shelf, SoFi So High, and Amazing Zone. We're going to talk about all six of those stocks, where all six of those are headed in this next 30 days in my opinion. Okay. Second subject we're going to get into here today is I want to talk about three stocks that are easy money right now. Easy money buys if you want to hold these for the next few years that I don't own. And so I thought that would be intriguing because obviously I talk so much on the channel about stocks I already own, right? Or I'm interested in buying. But what about three stocks that I look out there right now and I'm like, I don't have any money invested in these, but they're just easy money. Okay, we'll get into that in this video here today. Okay, we got an action-packed one for you. All I need from you is just to smash that like button. If you could just hit that thumbs up icon, that's all I need from you. I appreciate every single person that does that. And uh thank you everybody subscribe to the channel. Obviously, we're well over 950,000 subscribers. I don't care if you're number 952,5. I appreciate you in a huge way for being subscribed here to the channel. Also, big congrats. Last week, I went ahead and signed uh awards for 18 people that hit uh six figures plus in their portfolio. And then we had 10 members of the private group hit uh a million dollars plus in their portfolio in the last two weeks. And so I signed those awards last week. We sent those out. You guys should be receiving those in the next week or two. And uh all the people that hit the 7G plus club sent you a,000x Nike hat as well. Congrats to all you guys. Big big accomplishments. If you're looking to join my private group, you want access to everything that the private group members get access to in there, that's going to be the pinned comment down there today. Access to all my course curriculums, access to my private Discord chat, thousandxdocs.com. See the moves I'm making on my now $5 million plus fidelity account. This graphic is a little outdated from many months ago. It was 4 million at that time now or well over 5 million. So that will be the pinned comment down there. Okay, you ready? Listen. Have you guys seen what's going on with with put buying? Holy smokes. This ain't no dang jokers. The NASDAQ 100 has seen an explosion in put buying here recently, right? So, you look at something like this and now this can sound very scary like oh boy, like why is also on Wall Street loading up on put options on the NASDAQ 100. NASDAQ 100, let's be very clear, that's ran by Nvidia, Apple, Microsoft, all those big dog stocks that really can move the market up and down in a huge substantial way, right? So, you can look at something like that and be like, "Oh, they're they're prepping for a big downward move in this market in this next, you know, few weeks, next month, right? You could view it that way, like lots of bearishness, or you could view it as, hey, guess what? Everybody's the most invested in, especially in terms of Wall Streeters. They're most invested, bless my soul, uh, they're most invested into Nvidia, Apple, Microsoft, Meta, Amazon, Google, McDougall, right? Tesla, all these sorts of stocks." And so it could be they're just hedging their portfolios because they're extremely long all those different stocks, right? And what if this earning season goes bad? Like what what if what if things go south over the next month, right? Uh what's what's that mean for the NASDAQ 100? Could could the NASDAQ 100 fall five or 10% maybe 15% between now and a month from now, right? And so hedging could definitely be and you could say, well, why are they hedging? people, they're hedging because of guess what's coming. It's starting right now, earning season, right? It starts literally tomorrow. Tomorrow JP Morgan Chase is reporting. The biggest financial institution, the financial institution that matters the most in the world, Bob Miles, JP Morgan, they report earnings hours from now. Goldman Sachs, Goldman Sachs is reporting at the second most important financial institution in the entire world is reporting tomorrow morning. You got Wells Fargo reporting, right? You got City reporting. Then you have ASML, you have Bank of America, Morgan Stanley, Black Rockck, all reporting on Wednesday, Fastnol. Uh you have TSMC. Who do you think's making all these chips that all these semiconductor companies are making fortunes of money off of? TSMC is making those. So you get those earnings on Thursday, right? It's starting earning season. So it's about to be a gauntlet of earnings. And this means that you're going to have incredible amounts of wealth being made or lost in the next 30 days, right? And so the public account, you know, that's a $5.2 million portfolio as of right now. Like that could make a million dollar plus move. A million dollar plus move in the next 30 days. In the next 30 days, a million dollars plus, right? That's an incredible amount of money. And so you got to understand like there's going to be people that walk away in the next 30 days that are just like, you know, flying high and just like in the best financial situation ever. And they're like, "Oh my gosh, man. This is amazing." and there's going to be other people that are just in in a really rough spot, right? And it really depends upon how you're positioned into this earning season. So, with that being said, let's get into AMD, Meta, Celsius, ELF, SFI, Amazon. What's going to happen with these stocks in my opinion? Are we going to see massive moves up for these stocks, massive move downs? And we're going to talk about each one individually. Let's start out with the the big dog, right? Let's start out with AMD. Here's what's going to happen with AMD in my opinion. Okay, listen. AMD is going to be reporting earnings uh on November 3rd, right? November 3rd, right after market close. So, this is a huge earnings report for AMD. We know AMD is going through a phase of rapid acceleration of revenue growth right now. We know Lisa Sue is out there selling these chips to all the big customers out there. And we know AMD's uh importance in regards to GPU market is increasing rapidly right now and especially with this new generation of chips they have out. So we're going to see a huge benefit of that. But additionally now CPUs are going from like a you know 1:8 ratio to a 1:1 ratio. So we know the CPU demand is now accelerating way faster than most people had anticipated. Right? even a lot of experts on this industry and no one's no one's like suddenly AMD's gone from a company that a year and a half ago two years from now people like Stacy Rascon we're saying like we don't even know if we need them to now all of a sudden it's like oh my gosh AMD is the most wellpositioned semiconductor company in the world to really benefit over this next 3 to 5 years and now people are like oh man like we we might have missed this one right and people had an opportunity to invest in the stock when it was $100 $ a year or two ago, right? And now you're looking at that same stock and now it's $600 to invest into that stock, right? And it's about to be a lot more expensive to invest in that stock very shortly. Okay? So AMD earnings are coming right now. My opinion is if we look out 30 days from now, this is a $675 to $775 stock. Okay. Now, I personally, listen, am I going to be making any bet on AMD stock that it's going to be a, you know, certain price 30 days from now? Absolutely not. I'm not doing that. I'm not messing around with that because at the end of the day, regardless of what AMD's earnings come in at, I can't control whether Wall Streeters buy into that stock or sell that stock off the next 30 days. I can't control what happens to the stock market in general over the next 30 days. the market could, you know, tank down. I the market could go flying higher. The NASDAQ 100 could go flying higher. I can't control any of that. So, although I believe and for certain reasons I'm about to share with you, this stock is $675 to $775 in the next 30 days. I'm not going to buy extra shares. I'm holding my massive multi-million dollar positions in AMD, right? And I'm not going to go out there and buy call options. There's no sense in trying to be greedy in regards to this situation. When you start getting greedy in regards to investments, that's when you wind up in major major trouble. I keep it simple. I say, is a stock a great opportunity? Do I have a lot of upside ahead over the coming years? Because revenue is going to this, earnings per share is going to this, margins are going to this. And I keep it simple right there. Okay. Now, when it comes to AMD, here's the deal. Okay. If you look at the revenue estimates from analysts on average, they're just over$ 13 billion. Now, that's a very important number because Lisa Sue guided for 13 billion plus or minus $300 million. Now, based on me tracking Lisa Sue's projections and the team's projections over the years, I don't think they're going to put out a number that they're not confident they're going to come in and beat and probably beat handily, right? So, my opinion is they're going to come in bare minimum 13.35 billion essentially because I do not like they're going to at least have when they put out that projection, they're going to at least want it to uh have beat the the you know best case scenario essentially, right? And since that time, you got to ask yourself, have we gotten more confident or less confident about AMD's ability to sell CPUs and GPUs? And the answer is much more confident with AMD's ability to sell CPUs and GPUs. So the higher the highest probability is they're going to come in and beat that and not only beat that but beat it by a pretty substantial margin. Right? And uh we've been kind of waiting on this like shock and awe number to come out of AMD. And if there's a quarter when it looks like that's pretty probable, it's this coming quarter. Right now the really exciting thing for AMD right now is they're in an acceleration phase when it comes to revenue growth. So 41% expected and like I said they're going to smash that number. Then the next quarter 57% then 75% then 77% then 80%. Right? So you got many many quarters ahead of acceleration and the question is do we keep accelerating it even after that particular quarter right? Nvidia was able to do that for a long long period of time. It's very possible AMD is able to do that in in a in you know a very substantial fashion. And so we could be looking at at least five quarters of accelerated growth, but we could be looking at maybe even nine or 10 quarters of accelerating growth over the next couple years here. And so very, very exciting. Now, here's the other big thing. Listen, this company is going to smash their earnings per share over the coming quarters in a way more substantial way than even revenue. revenue they're definitely in a position to beat and beat strongly future numbers but the earnings per share I think analysts are a mile and a half off here AMD like one you're going to assume you know whatever AMD's increase in their revenue their earnings per share is going to increase so much more rapidly for several reasons one is AMD's not in a position to like add massively to their cost their cost for the company right it's like if their revenue goes up 60% a quarter. It's not that they're going to be like, "Oh, let's increase our expenses across our our company and add, you know, to to all our workforce 60% more cost." That's not going to happen. It's going to be a very sub small percentage compared to the revenue growth, right? So, you start getting a lot of the money coming in from the top line to actually reach the bottom line. Additionally, margins are increasing for AMD are going to increase substantially over the next one to two years. And so you got to understand the amount of profit they're making per chip sold or per item sold is going up substantially. So the earnings per share if you're talking about like let's say a 60% rise in revenue you're going to see that earnings per share up 150 200%. It's going to be a very very wide gap like a very wide gap. Okay? And so all these EPS estimates you guys are looking at here all of them are way too low. And not just low by like a little bit but but low by a substantial margin there. Okay, so that covers AMD. Where's Meta headed from here? Well, Meta, listen, this one's been running recently. This one I'm not as confident in. I've spoke about this stock kind of being stuck in a $575 to 7 $775 range. I've been talking about this for really like the past at least this whole year pretty much, right? And I've talked about it being stuck in that range until what? I said until either the capex cycle breaks for MATA and Zuckerberg gets that under control or until investor base is super confident that we've got some sort of product or service or multiple products and services that are going to make this whole thing pay off. And so everybody looks the other way and they're like, "Zuckerberg, if you want to spend $150 billion on chips next year and infrastructure, we give you a pass on that because you have a product or a service in the market that is so substantial. It's beyond just like, oh, uh, Facebook's running more ads and making more money from those ads and charging more more than just, oh, Instagram's making money and WhatsApp." No, no. It's got to be a new product or service or multiple products and services that make everybody say, "Okay, like this is insane." Right? So listen, there's a potential here if you want to talk about upside for Meta, right? If if investors are very confident on this Muse product, now this has built a lot of excitement recently, but we got to hear a lot more about it on the conference call. If investors get excited enough, then you could maybe push Meta above that 775, right? And so there's a few ways Meta can make money from this Muse, right? So they have a free tier that a lot of people are signing up for. And by the way, basically everybody I've in my real life that has tried this product all has great things to say. I haven't had one person try it yet and they're like, "Oh, I don't like it or it's not good or something like that." Everybody has been very impressed by it and everybody has ended up giving it way more access than they had planned going in. So something to kind of keep in mind there, right? So they got their free tier, but they also have monthly subscription tiers such as $20 a month and $100 a month, right? So that's definitely a way they can make money there. Also, transaction and commerce fees. Meta plans to earn a cut of transaction fees when Muse autonomously completes purchases or books services through integrated partners, including Expedia for travel, Instacart for groceries, and retail integrations via PayPal. Now, this is probably the biggest opportunity that I don't think people understand, right? Like, this is cool. This is probably the biggest opportunity, right? Unlike pure play AI competitors that may be forced to to stuff ads directly inside AI chat inference, uh, Muse features a clean adfree conversational UI. Instead, Meta leverages the rich context and intense signals gathered from Muse activity to serve highly relevant targeted ads across its broader family of apps, Facebook, Instagram, and WhatsApp. Listen, we know how Meta makes money. They make money from getting all this data, right? And the more data Meta can get, the more relevant ads it's going to be able to serve you up. The more relevant ads it serves you up when you go on Facebook, Instagram, WhatsApp, any of its products, threads, right? The more money it's going to be able to make because the higher probability you're going to look at those ads, you're going to click on those ads. You might buy something right there, right? So, when you are, you know, giving news all this data, more data, right? It's just going to allow Meta to make a lot more money by showing you more relevant ads in the end, right? And so that's been the whole name of the game for Meta. And like I said, there's there's obviously we just talked about there's other ways to make money. So if you're thinking about where's Meta Stock price going, it really all depends upon investor confidence in this Muse product that has gotten excitement back in the product. But if we're talking about going above that 775 range I've talked about, we need everybody to be like, "This is a gamecher. This is a trillion dollar plus opportunity. If it's a trillion dollar plus opportunity, then everybody can look the other way on $150, $150 billion of spend a year, right? But we've got to have the sort of confidence that people have in Claude for anthropic. We have that sort of confidence in what people have with chat GBT from Open AI, right? That's the sort of of opportunity we got to be talking about here, right? So that's meta. Next up here, Celsius, the wealthiest. So here's the deal with Celsius. Okay, if you're just think about riskreward short-term with Celsius, there's a lot more reward potential than risk potential. I think if things go well, and keep in mind Celsius hasn't announced their earnings date yet. They they'll likely report earnings the first or the second week of November. Celsius could go $35 plus. Right now, it's 28 bucks, right? Worst case downside I see is $25 for Celsius. So, I definitely see a lot more upside potential here with Celsius than um you know, downside potential. Let's just call it that. Right. As of right now, Celsius is a small winner for the public account. It's like 13K. That's nothing. I think long-term Celsius is a hundred plus dollar stock. I've been on record of that. We'll see. Okay. So, here's the deal with Celsius. Very low expectations. 10% revenue growth for this quarter. They're about to report 6% for the following quarter, 6% for the following quarter, 8% for the following quarter. All Celsius has to do is make it investors confident that this is a double digit plus growth story every quarter. if they can make investors confident in the conference call that this is a double digit plus uh revenue growth story quarter in quarter out like you don't even have to worry about that the stock's flying and we'll see the stock approach that $35 or go above that $35 level right now if Celsius leads on like hey you know we could have some revenue down numbers in future quarters then we're in trouble right but what gives you the belief to have Celsius's revenues go up right one is more distribution of the brand. Second is international expansion. That's being very underrated right now. And we're I got a lot of uh private group members that are outside the United States. So about 60% of the private group members roughly are United States citizens. And then about 40% of our private group members are international. A lot of Europeans um in the private group. And so what we're seeing international is Celsius expanding especially in Europe. And we're finding it in more and more storeshelves in Europe. And so that's just something to kind of keep in mind that I think a lot of people are forgetting here. The international expansion was huge for Monster over the years. It was obviously huge for Red Bull over the years and it should be huge for Celsius as well. Additionally, Alani's growth is is off the charts ridiculous. Like we're talking about like volume growth of like 70%. Like just astronomically high numbers, right? So although Celsius in the United States as far as numbers recently have been very very weak, right? and even down when it comes to Neielson data. Don't assume that just because that's going on like Celsius doesn't have other ways to grow and and also Celsius has been cutting SKs in the United States and kind of getting those SKs right as well. So, but I think a lot of people are just assuming like oh since the Neielson data is bad for the Celsius brand in the United States they they can't grow and it's like well have you seen Alonies grow and that's becoming a bigger and bigger component of the overall business. Are you understanding what's going on international? So, just something to kind of factor in there with Celsius and like these numbers could end up being beat. And the other thing I'll say with a company like Celsius, right, is, you know, this is one of those situations, right? Not seeing the forest for the trees. Like a lot of times people can get caught up in these short-term numbers and did Celsius beat or did they miss in regards to their numbers? Listen, man. Like Celsius is a, you know, a 10-year opportunity here, right? So, if Celsius comes in at 7% revenue growth, 15% revenue growth, and if next quarter's guidance is for 3%, 0%, 6%, 9%, 10%, 20%, right? Like, let's not get too caught up into whatever's going on short term there because this is a 10ear plus opportunity. When you're talking about building a drink brand, you're talking about building that for generations. Like, they're trying to make a customer base that loves Celsius for the next 10, 20, 30 years, right? They're trying to build a customer base for the Lani product that loves that product for the next 10, 20, 30 years, right? not for the next 10, 20, 30 weeks. Something to kind of keep in mind there cuz a lot of times people get too caught up in all the stuff short term. Okay, next one up here, Elf on a Shelf. So, ELF's 109 right now. Listen, what have I said with ELF? I said this stock, and I called this many, many months ago, right? I said this stock likely exit this year between 100 and 140, right? So, we can call that $120 midpoint. So, there's more called upside ahead for the stock if my midpoint is correct here, right? But I've said this stock exit 100 140 this year. Now when it comes to ELF, their quarterly numbers are about to report are supposed to be very strong growth. But man, after that like this is just like like analysts are really bearish on on ELF in my opinion. 9% 8% 10% revenue growth. Like those numbers are too low. You understand? ELF is still expanding distribution. They're way underpenetrated in basically every single retailer out there that they're in. They oversell, right? The the versus their shelf space. So that's always that opportunity in the coming quarters. Additionally, the road brand continues to expand and the sell through on that is just astronomically high, right? Notorium continues to build out that business. And so I'm looking at the the numbers that are expected here in these future quarters at 9%, 8%, 10%. I'm just like, I think analysts are way too low. I'm like, where are they getting these? Oh, by the way, ELF's expanding international right now. So I'm looking at the numbers and I'm like, what what are what are what are the analysts looking at here? Um, like I was just like, you know, I don't know, maybe maybe I'm off on this one, but this is a stock I've owned for a long time. Like I I go back on ELF all the way to 2019. So, I've been tracking and owning this company for a long time. So, if I feel probably a lot longer than any of these analysts are covering this company, right? And I track this company all the way since they went IPO, which is way before I owned the stock. So, I've probably been tracking this company longer than anybody else has been tracking this company in at least in terms of these analysts. And so, I don't know, like maybe they're right on this, but I'm going to bet on myself. But before I bet on them, I can tell you that much. Right now, additionally here, what we're looking at is we're looking at uh EPS. So, this is the earnings per share expected for this company here, right? Uh ELF. And look at the the low numbers like like they got EPS going down 15% for this quarter. They're about to report EPS going down 31% for the following quarter. EPS going down 34%. I legit think a random couple just walked in my backyard. I'm not kidding. Like I think a random couple just walked in my backyard cuz I got so many projects going on right now and they got like a million landscapers here. I think this like I just saw like a husband and wife just like walk by my office while I'm recording this video. But whatever. I hope they got a good view of all the projects I got going on here. Um, so earnings per share, they got them going down and not just down a little bit, down substantially. Like I I don't know where these analysts are getting their data, but whatever. Um, the moral of the story is I don't agree with these analyst estimates. And so the good news is if I'm if I'm wrong, I don't think we have much downside in ELF. If I'm right, there's substantial upside here in ELF, right? So just something to kind of keep in mind there. Right. Next one up here, SoFi going so high. So SoFi so far up 65% on this stock. It's done me very very well. Right now this SoFi is a very interesting stock because the company's reporting amazing numbers quarter in quarter out. Everybody's caught up in interest rates in the short term. Right. It's also a very interesting stock because you got people like myself that are like this stock's amazing. I'm up 65% since I started investing in the stock a couple years ago. That's great. You got other people that bought the stock at, you know, $28, $31, 30 bucks, right? And those people think SoFi is the worst stock in the world. So, it's a very d, you know, it's a very divided stock in regards to people loving the stock or people absolutely despising the stock, right? And um, personally, I love it. Why do I love it? It's not just because I've been making money on this stock, right? 65% up, but it's also from the the standpoint of the numbers are extraordinary here with SoFi, they've been growing members rapidly. They've been selling more products to those members, right? Their assets in general continue to climb higher. They're doing everything you want to do if you're building a bank, a financial institution, right? And they're obviously doing on a on a digital foot footprint versus a physical footprint many of the old school banks did. And so I'm looking and I'm like SoFi is like and and Anthony has been keeping the business relatively asset light, right? So I'm looking and I'm like like this is a extraordinary opportunity. It comes with risk and as I've spoke about a million times with SoFi, right? If you own a financial institution, they get overleveraged. If Anthony not ever overlever during a recession, you could, you know, either going under or you could be sold at very small amounts of money like two three $4 a share, right? That's always a risk, but it's a small risk in regards to, you know, how Anthony Note has really been positioned the balance sheet and the company in general, right? But it is always a risk. So, when I look at SoFi, here's the deal. Okay, listen. 15 days from now, their earnings come out, right? 15 days from now, the numbers are going to be likely great. The they're going to have great new amounts of customers coming in, right? They're going be selling those customers more products. They're going to be executed on a high level. But the issue with SoFi is everybody doesn't care about that right now. Everybody cares about what's going on with Treasury yields. And if Treasury yields are going higher, then people don't I people don't want to own SoFi in that environment. If Treasury yields can go lower, then maybe we can talk right about SoFi. The stock should should exit this year $20 plus. Just because it should exit $20 plus this year does not mean it will exit $20 plus this year. At the end of the day, a lot of what's going to dictate SoFi's stock price for the remainder of this year is going to be whatever happens with these treasury yields. Yields go higher, it's tough sledding for SoFi. If yields go lower, okay, now we can talk. Okay. Now, next one up here, amazing song. Then we're going to get into three uh great easy money opportunities in the stock market right now for stocks. I don't know. Okay, Amazon Amazing. So, this is a huge position for me in the public account. It's I think it's either the third or fourth biggest position in in the public account, right? Cuz AMD is obviously the biggest and then Meta is the next and I think Amazon is around the third or fourth biggest position, right? Amazon Amazing is on $43 plus,000 position, up $184,000 so far on this stock. It's done me very very well. Right now for Amazon, thing you got to understand here with Amazon is they've got a lot of big businesses, right? And they've got three core big big businesses. One is the e-commerce business. All those packages you order all the time and your wife orders all the time and your husband orders all the time. Okay, that they got that business which is just grows bigger and bigger and bigger and people get more and more accustomed to just, oh, I need something. Let me go to Amazon. Oh, I need a roll of tape Amazon. Oh, I need uh something even food related. A lot of people are starting to buy more and more food stuff. Even myself, I buy a lot of uh uh prepackaged drink related stuff from Amazon now cuz I'm like, h do I really want to go to Costco and walk around and it's like a mile and a half hike? I'm like, nah, I'll just order it from Amazon. Yeah, I pay a little bit more money, but the time spent, you know, doing that, I just don't enjoy that that thing anymore, right, of like walking around a Costco store and so a lot of drinks I'm even ordering on Amazon. But anyways, the e-commerce business continues to build. I don't need to explain that to you, right? The second big business they have is advertising business that continues to build out rapidly as well and specifically in regards to Amazon Prime videos uh you know video business and they continue to buy out more and more content and make that a more and more relevant product that then they can serve you ads and then obviously additionally they make a fortune of money from all those ads you see every time you go on Amazon you see a sponsored post sponsored post you search something right you search uh solar lights for your backyard and you're greeted with a bunch of like sponsored posts there and things like that, right? They make fortunes of money off that cuz then you end up clicking on that and then you buy it and then the company that makes that product ends up paying a fee for that click. Oh, it's beautiful. Okay, so here's the deal though. Those two business I just took you through. Those matter so much to the long-term future of Amazon, but they don't matter at all for the short-term stock price move. It's 100% dependent upon AWS. People don't even care about the e-commerce business right now. People don't even care about the ads business right now. People don't even care about the overall revenue or the earnings per share of the company. It's all about AWS. Why? What do you think Amazon spending this fortune of money building out all this infrastructure? It's for the AWS business to explode higher, right? And the AWS business has traditionally been a very profitable side of Amazon's business model. Okay. So recently, the most recent quarter, AWS growth went to 37% growth. And that was from 28% growth. So we're talking about nine full percentage points, right? 900 basis points of higher growth on AWS. Okay. So this next quarter, if they come in anywhere between about 39 and 44%, right, that's going to be seen as a disappointment because even on the highest end there, there'll only be seven percentage points higher of AWS growth. So that would be seen as an L. Uh, no, you can't do that, right? And especially coming off that quarter last year, they only had 20% revenue growth in that that that particular quarter last year. So 39 to 44 is not going to cut it. If they come in around there, we're probably going lower on Amazon. 44 to 47, we'll kind of see a May reaction. Maybe slightly up, slightly down. When I talk about slightly up, slightly down, I'm talking about like within a 5% move. Either way, you come in 48 plus on that AWS growth. we're going to 75 plus because once you hit you, let's say you hit a 48% plus growth, then people are going to be assuming we're going well well above 50%. And a if you could get AWS talking about 50% plus growth rates on AWS, that's insane because that business is so big. Like look at the numbers they're doing. They're now doing you know multi multi multi multi- tens of billions of dollars a quarter on AWS. So, you know, if you could start talking about 50% plus growth rates on this business and then people are going to be like, where's the top? Do we go 60%? Do we go 70% growth rates on AWS with how big this business is? And then what does that mean for Amazon's long-term margins profitability? I mean, could we be talking about a trillion dollar a year business revenue, which if you're talking about that, could we be talking about $250 to$400 billion a year net income thrown off to the bottom line because of just AWS? We're not talking e-commerce. We're not talking ads business. At the end of the day though, with a with with a stock like Amazon, once again, like I said, with Celsius, like, you know, make sure you're not just getting caught up into the little, you know, did they grow 47% 46%, 48%, 49%, 45% AWS, okay? Like, make sure you're understanding the big long-term opportunity there. And Amazon's, what do I always tell you guys about Amazon? For years and years and years, I said this in regards to Amazon. Listen, Amazon is always a buy. It was a buy last year. It was a buy the year before. It was a buy 10 years ago. It was a buy 20 years ago. It was a buy at the tech bubble peak. It was a buy before the tech bubble peak. It was a buy after the tech bubble went pop. It's always a buy. It's one of the very few stocks in the stock market that is always a buy. Okay? And it remains always a buy, right? And the other thing I'll say to you guys before we move on to the next section here, right, is it's all about the process, right? And so like the thing that that frustrates me sometimes and especially this happens with newer investors is their mood is dictated by the short-term stock price moves. And I remember starting my private stock group many many years ago. It was so disappointing to me when I, you know, was in that first few years of building that because we, you know, when we had the discord chat, like a company earnings would come out and all people would be talking about is a stock price move. If the stock price was going up, people were like celebrating. It was the greatest thing. Stock price was going down. People were like depressed and no one would be posting the numbers. No one would be posting the income statement. No one would be talking about, whoa, did you see what happened to margins this quarter? Did you see what happened to revenue, earnings per share? Was just what what's going on with the stock price, stock price, stock price, right? And um that's not the process. When we talk about the process for being a great investor, we're talking about doing the right things, listening to conference calls, right? We're talking about looking over all those numbers, seeing where the company's revenues are projected to go, the margins, the earnings per share, understanding why. They they tell you all this. It's not like it's a secret. They explain it all in those 10 cues. Why this is going up, why this is going down, why this is moving here, right? They tell you the whole story in the conference calls. They ask all these questions. And so that's the process, right? And then running your numbers and running your projections and understand these companies. Well, the process is not looking at the stock price and being like, oh, it's up 10%. I'm a genius and I'm happy. The the the process is not, oh, the stock price just went down 10%. Like, this stock's horrible. I'm horrible. Like, it's all horrible, right? Like and so just understand guys the process is what matters right the public account today 5.22 22 million. Listen, that that's just a scoreboard. That's just a temporary scoreboard up there, right? And whatever it says short-term, it it really doesn't matter because I'm building that portfolio for the long term, right? I started this portfolio in 2018. It's 2026. We're only a few months away from 2027, right? And my plan is to build that portfolio for a long time. And long term, I want that portfolio to be $10 million, tens of millions of dollars long term, right? I I don't even want to touch on 100 million, but but the moral of the story is we're going to 10. We're going to tens, okay? In regards to public count. And so, whatever it says short-term, it's just a short-term scoreboard number. Like, if it's if it's, you know, if it's after this earning season, let's say 30 days from now, is is 4.2 million, okay? If it's 6.2 million, okay? If it's 6.2 million, am I gonna magically sell and go put it all in under the mattress? No, of course not. I'm building a portfolio for the next long long period of time, right? And so that's just something to kind of keep in mind there. Now, for those of you guys that like the process and you actually want to learn this level, you know, all this stuff on a high level, right? I teach the process inside the private group and I keep you focused on it. And so if you ask private group members like, you know, I teach you this whole game, the whole process, and I always keep you guys focused on it. Just today I posted something in the private group to keep everybody focused because man sometimes you know folks can get unfocused and that that's one of my biggest jobs like I teach you the process keep you focused on it coach you up make sure you guys are on the right track right okay next up here let's talk about three stocks that are easy money that I don't own okay so you know I need to say this right listen over the years I've been on YouTube 10 years right and if there's one complaint I get here and there on YouTube it's Hey Jeremy, you talk about the same stocks so much, right? And I own like 20 stocks, right? And so if there's a complaint I get sometimes like, oh, you talk about, you know, the same stocks too often, right? And like there's a thousand plus stocks just to talk about in the market and you talk about just, you know, first off, I'll say a few things, okay? One, we talk about different stocks in the market that I don't own as well and what's going on with those companies, those earnings. And you can ask the private group members. grade income statements all the time from companies I don't even have a penny invested into. Right? So, I'm always tracking all these different companies, what's going on with them. I listen to I listen to more earnings calls of companies I don't have a penny invested into than the companies I actually am invested into. Right? Because I'm always trying to get understanding of what's going on in different areas of the economy, different areas of the market and stocks I might own someday, right? But I'm going to always look for the best investment opportunities in the market. Like this is what I do every day, day in and day out. I'm going to look for the best opportunities, the best investment opportunities out there, right? And I'm going to invest into those. And so, usually a lot of the stocks I'm investing into are going to be the most exciting stocks in the stock market. Like, put the pieces together, right? AMD, I made that a massive investment a couple years ago and look at what's the most exciting stock for next year. AMD, right? Like, of of the trillion dollar plus companies, AMD is by far the most exciting next year, right? Look at one of the stocks that has been the most exciting stock last few years. Oh, what is it? Palanteer. I was invested heavily into Palunteer, right? Still a position for me. And I made what, 2,000? I don't know how much I'm up on Palunteer, like 2,700% or whatever, right? Like very, very exciting. Meta, like we can go down a list of them, right? Tesla back in the day. So, a lot of times I'm going to find the most exciting opportunities and so then we're going to talk about them a lot cuz they're the ones that got the stories. Like I could talk about Coca-Cola, right? But I'm just going to be honest, Coca-Cola doesn't have a lot of exciting things going on. And I just don't know what to tell you, right? We we could talk about young brands and what's going on with Taco Bell and KFC, Pizza Hut, but I'm just going to be honest with you guys, there's not a lot of exciting things happening there that's going to be a whole lot of fun to talk about and it's not some major growth and some major opportunity. And so that's what happens. And then sometimes people like want me to talk about some super speculative risky stocks. I'm like not willing to talk about those either. I don't want to talk about companies that, you know, could end up going bankrupt or whatever, like cuz they got some they don't even have a business model and like pre-revenue and like they're losing fortunes of money. Like that doesn't interest me either. And so I'm looking for the best opportunities in the market. And a lot of times those are also the most exciting opportunities. They got the most going on. They got the most to talk about and we talk about them. So that's why we do it, man. That's why we do it. So you know, if you think I'm moving Meta Stock price at a $2 trillion market cap, I'm not. Think I'm moving AMD at a trillion dollar market cap? I'm not. like yeah I don't I don't hold that sort of power. I'm going to talk about whatever the best opportunities I find out there and we'll talk about the developments with those particular stocks and that's going to be that right and we'll talk about some other stocks but I'm just you know it's not super interesting to talk about random stocks just to talk about random stocks. It's just not okay number one of these three stocks that I don't own that is actually a great opportunity Pepsi. Pepsi great opportunity. This stock is down 20% plus over um the past 5 years. This is a 5-year chart if I recall I I made here, right? Crazy downside for Pepsi, but uh it's actually a great opportunity as a buy right now. So Pepsi, this stock's forward P is 14. Dividend yield 4% plus on this baby, right? And um obviously very stable business model. I was looking at their latest earnings based upon the stock price being so low right now. You would think the earnings would have to be horrible for this company. Look at this. I graded the income statement. It was an Agrade. Revenue is up 6%. Cost of uh cost of sales was up 4%. So that means your gross profit is going to be good. Gross profit up 7%. Selling general administrative up 4%. Operating profit was up 19%. Income before income tax is up 17%. Net income up 17%. Dude EPS up 17%. Very very good report for Pepsi. It was an A grade, right? Can't give it an A+ because they don't have enough growth to justify an A+. Like if they had 15% or 20% that I give them an A+ but 6% I'm not giving you an A+ for that. But still great report from Pepsi, right? So that's definitely one that is a I would say a buy, right? Next one. Number two, CCL, Carnival Cruise Line, right? I'm not sure if you guys ever been at Carnival Cruise Line. I've been on a couple, even I went on one with this summer, right? Uh 114P on this one. And um when it comes to Carnival, here's the deal, okay? uh they're really in a sweet spot in respect of they benefit from families want to go on vacation, right? Like like kids want to go on a cruise, so we took them on a little small one of those carnival cruises. I live in Vegas if you didn't know. Um so it's very easy to go over to Long Beach and take one of those like 3 4 day cruises out of Long Beach. So we did that this summer and uh it's it's in my opinion pretty cheap, like very cheap compared to if you were to like fly places and things like that, right? So, it's it's one of those things like as a family activity, it's actually a great value. Like a great value compared to if you're going to fly somewhere and do all that. And and you got to keep in mind like a lot of families don't have like I have the money to fly anywhere in the world. A lot of people don't straight up. They don't have the money to just be like, "Oh, I'm going to fly to Paris. I'm going to take the kids to I'm going to take the kids to Italy." Like like no like uh wake up. No. That's just not the way it works. And so if you're talking about like going on a family vacation and trying to do it on a budget, I'm just saying like Carnival Cruise Line's there for you. It's there for you. Like compared to hotel stays and airline stays and all that stuff, like you go on a Carnival Cruise for discount, right? And people generally have a great time on those cruise lines, right? They eat at the buffets and they have a grand old time doing all that stuff, right? And swimming in the pools and, you know, all the activities they have on those cruises. and then you get off the ship and you do some stuff and it's just like it's a it is actually a really great value. I think it, you know, cuz I've done a lot of vacations obviously over the years, right? And fancy vacations with just myself and my wife and then I've done a lot of vacations with kids, right? Which is like more normal vacations and I can tell you like the cruise vacations are the best value by a mile in my opinion for the overall experience where your kids are like going to love it. But that's just one side of it. Not everybody has kids, right? The other component is the baby boomer generation. The baby boomer generation has a lot of wealth. Everybody should know that, right? And the baby boomer generation is all retiring right now. And they're wanting to go travel and they're wanting to go do things. And what do we know about folks that are 50 plus? They love to go on cruises. They love to go on cruises. And so when we're talking about this huge demographic with all this money and they love to go on cruises that benefits all the cruise line that benefits Royal Caribbean and and the others, but you also got to remember Carnival Cruise Line, they own other cruise companies as well. So you're thinking like, oh well maybe a baby boomer that has a $2 million net worth, they're not interested in going on Carnival Cruise. That's probably false, but you could assume that. But you got to understand Carnival also owns higherend brands as well that the baby boomer will probably end up booking on one of those other cruise lines. And so they benefit all the way around from like the families that are looking to go on a budget vacation that the kids will think is awesome but also from the retirees that you know got money and they love to go on cruises and so that's just something to kind of keep in mind there ladies and gentlemen. So, Carnival definitely one. Um, yeah, as long as another once in a 100 year health event doesn't hit them, they should be fine, right? Now, the the other thing you can say about Carnival is, well, fuel prices. Fuel prices have gone up a lot, right? And fuel prices are insanely expensive right now. Well, guess what? It's not just Carnival. What about airlines? They they get hit by that as well. Um, if you're going to go drive super far, you know, for a vacation that you that hits you as well. So, I don't really look at that as a as a pro or a con. like that just hits everything across the board at that particular time. But fuel prices move up, they move down there. That that's it is what it is, right? And the third stock of these three stocks I spoke about in this video here here a couple weeks ago. 162,000 views so far. Legendary stock just entered by ter territory. If you want to find out about stock number three or three, check out that video right there. I talk in depth about that stock cuz I figured, you know, that's better than spending another 10 minutes, 20 minutes talking about that stock in this video cuz we're already 44 minutes deep at this point in time. Okay, I appreciate y'all for joining me. As always, if you want to learn more about my process, how I play this game on a high level, and you want me to keep you focused on that process, apply to join the private group. That'll be the pinned comment down there. Let's see if we can get you in there. Maybe maybe this week. We'll see. Okay. All right, guys. Much love and have a great

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