AMD Investors GET READY‼️ The time has come… — Transcript

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1. 0:00$5 million.
2. 0:03$5 million. We've been waiting on this
3. 0:05in the public account and it wasn't that
4. 0:07we just got over here today. We just
5. 0:09flew right over. Unbelievable. $5.2
6. 0:13million plus on the public account. What
7. 0:15a day. A4 million plus move here today.
8. 0:19Absolutely
9. 0:21incredible. Why is this? Well, we got
10. 0:23some stocks moving huge. AMD up $130,000
11. 0:26plus dollars here today. Unbelievable
12. 0:29move for AMD in the public account. Uh
13. 0:31meta stock of about $80,000 here today.
14. 0:34Cheesecake Factory. The Cheesecake
15. 0:37Factory. Another five figure move. I
16. 0:39mean, that one thing about the cake move
17. 0:41is it's insane, right? Like $10,000 plus
18. 0:45today, but it just looks so small if you
19. 0:48compare it to the Meta move and the AMD
20. 0:50move. Absolutely incredible. Um wow.
21. 0:53Okay, congratulations. So, I want to
22. 0:54give a big congratulations to all you
23. 0:56guys out there that are at all-time
24. 0:58highs in your portfolio and you probably
25. 0:59broke through a new milestone here
26. 1:01today. Congratulations to all you guys.
27. 1:03I usually ask for a thumb you guys to
28. 1:04give me a thumbs up. Give yourselves a
29. 1:06thumbs up. You guys been putting in the
30. 1:08work. You guys been, you know, putting
31. 1:09your money at risk out there and you're
32. 1:11likely capitalizing in a huge way,
33. 1:14right? Keep growing, keep building. Uh,
34. 1:16unbelievable. So, congratulations to all
35. 1:18you guys out there as well. Four core
36. 1:20subjects we're going to get into in this
37. 1:21video here today. Number one, we're
38. 1:23talking about how quickly the market can
39. 1:25shift. I want to talk about that. I
40. 1:26think it's an important subject. Number
41. 1:27two, we're going to talk about meta
42. 1:29stock in this video. Number three, we're
43. 1:31going to talk about AMD stock in this
44. 1:33video. Number four, we're going to talk
45. 1:34about the stocks that I am most excited
46. 1:36to buy right now. I'm not actively
47. 1:39buying meta stock right now. I'm not
48. 1:40actively buying meta stock. I've already
49. 1:42built my positions in those companies,
50. 1:44right? But there are several different
51. 1:45stocks that I see as the next big
52. 1:47opportunities like I might have seen
53. 1:49with Meta or AMD years ago, right? All
54. 1:52right, guys. I appreciate you joining
55. 1:53from me for this one here today. Uh all
56. 1:55I need from you guys is just smash that
57. 1:57like button for me. I hope you guys
58. 1:58enjoy this video. I hope also uh you're
59. 2:00happy to see me on your screen once
60. 2:02again. And uh make sure you're
61. 2:04subscribed to the channel. If you're not
62. 2:05subscribed, you might want to go ahead
63. 2:07and do that, right? And the other thing
64. 2:08I want to tell you guys, a lot of you
65. 2:09guys have seen what's possible now.
66. 2:11You've reached all-time highs in your
67. 2:13portfolio. you've made a lot of money,
68. 2:14right? Um, let's keep the momentum
69. 2:16going, right? If you want to, if you've
70. 2:17learned a lot from me over the last
71. 2:19several months, over the last several
72. 2:20years, and you want to learn from me on
73. 2:22a much deeper level, the pin comment
74. 2:24down there, click on that, fill out a
75. 2:26form. Let's get you to apply to join the
76. 2:28private group and um, see if you're a
77. 2:30good fit to join us in there, and you
78. 2:32get an opportunity to learn from me on a
79. 2:34much deeper level. So, if you really
80. 2:35enjoy these videos, you're going to
81. 2:36enjoy the private group a whole lot
82. 2:38more. Okay? And additionally, when you
83. 2:40join us in the private group, we will
84. 2:41send you one of these packages to your
85. 2:43house. It has a bunch of goodies in it.
86. 2:45I can't tell you what it all is, but uh
87. 2:47you will enjoy that as well. So, that
88. 2:48will be the pinned comment down there
89. 2:49today. Okay. All righty. So, let's get
90. 2:52into things here. How quickly this
91. 2:53market can shift. I think it's an
92. 2:54important subject. Okay. Listen,
93. 2:57I'm showing you a stock in front of you
94. 2:59right now, right? And I think it's an
95. 3:00important stock. The company is called
96. 3:02Nova Nordisk. And a few years ago, this
97. 3:05company went to a market cap of like
98. 3:07$600 billion plus, right? And they had a
99. 3:10lot of these like GLP related uh
100. 3:13products to lose weight, right, for
101. 3:15obesity and whatnot, right? I can't
102. 3:17remember the specific ones they had. I
103. 3:19don't remember if it was WGOI, you know,
104. 3:23like like products like that, right? And
105. 3:26so this stock was one of the hottest
106. 3:28stocks in entire market, right? The
107. 3:30stock went from less than $50 a share in
108. 3:322022 up to about $150 a share just about
109. 3:36two years later, right? And it was
110. 3:38incredible. Everybody was talking about
111. 3:40it. It was um you know definitely a
112. 3:42subject conversation on CNBC and
113. 3:44Bloomberg and and everywhere you know
114. 3:46talking about Nova Nordisk and how much
115. 3:48the stock was moving and their products
116. 3:49in the market and like you know what
117. 3:51this is going to mean to society and oh
118. 3:53people were very fearful of this in
119. 3:55regards to like while this whole rise
120. 3:58was going on. Meanwhile you had people
121. 4:00scared to buy stocks like Coca-Cola,
122. 4:03stocks like Pepsi, stocks like uh even
123. 4:05McDonald's for a bit and fast food
124. 4:07chains and restaurant chains. And the
125. 4:09reason being is like, oh my gosh, like
126. 4:11people are going to lose all this
127. 4:12weight. They're not going to eat. And so
128. 4:13it was a fascinating time because you
129. 4:15had this stock going insane. Meanwhile,
130. 4:17you had all this fear around like people
131. 4:19aren't going to eat food in the future
132. 4:21or something like that. They're just
133. 4:22going to eat one carrot a day and that's
134. 4:24going to be that, right? And uh it was a
135. 4:26whole situation. But since that time,
136. 4:28the stock has now fallen to $39, right?
137. 4:30Which means the stock's down what? 70%
138. 4:33plus from those highs. It's incredible.
139. 4:36And so think about that move that stock
140. 4:38had, right? And it shows you how quick
141. 4:40the market can shift and it shifts in a
142. 4:42massive, massive way, right? Now, I want
143. 4:45to show you a stock name McDonald's. I
144. 4:48think we all know McDonald's, right? So
145. 4:50McDonald's, this is really fascinating.
146. 4:52In 2022,
147. 4:54stocks were getting obliterated. Public
148. 4:56account got hammered in 2022. It was a
149. 4:59rough year. Anybody that went through
150. 5:002022, if you were watching my content
151. 5:02back then, woo, we went through it,
152. 5:04right? It was brutal. McDonald's stock
153. 5:07fell 1% in 2022. It was like the the
154. 5:11shining light. It was like, man, if you
155. 5:12were McDonald's shareholder, you were
156. 5:14the happiest person in the world to only
157. 5:15be down 1% while everybody else is
158. 5:16getting obliterated. Look at a stock
159. 5:18like Micron. Micron's obviously one of
160. 5:20the hottest stocks in the market last
161. 5:21year, year and a half. That stock fell
162. 5:2346% in 2022. Nvidia lost half its value
163. 5:28in 2022. Meta stock fell 64% in 2022.
164. 5:32Palunteer stock fell 65%. Talk about
165. 5:35tears coming out your eyes. Palanteer,
166. 5:37right? SoFi was down 70% plus in 2022.
167. 5:41So you just had if you were invested in
168. 5:43the NASDAQ, if you were invested in tech
169. 5:45stocks, big tech got obliterated,
170. 5:47absolutely wrecked, right? The youngans
171. 5:51would say you got cooked. Meanwhile,
172. 5:54McDonald's was cooking on a negative 1%
173. 5:56return, which was seen as a huge win.
174. 5:58Right? Now, meanwhile, look at this. So
175. 6:02this is from the March highs McDonald's
176. 6:03hit. That stock is now falling 27%.
177. 6:07That's a huge downfall, right? I mean,
178. 6:10and and it shifts like that, man. It
179. 6:12shifts really, really quickly in the
180. 6:13market. Look at Walmart. This is since
181. 6:15about Valentine's Day. Walmart stocks
182. 6:18down about 20%. So it's in like a
183. 6:20full-blown blown correction now at this
184. 6:23point in time. Like a severe correction
185. 6:25now for Walmart, right? Not quite a
186. 6:26crash. That might be closer to
187. 6:28McDonald's. McDonald's was kind of like
188. 6:30a crash. I mean, you fall 27% from where
189. 6:33you were roughly 6 months ago. That's
190. 6:35you're kind of reaching like crash
191. 6:36territory. Walmart's not quite there,
192. 6:38but it's in a severe correction. And
193. 6:40meanwhile, this was another one of those
194. 6:41stocks that was a superhero stock in
195. 6:432022. It was roughly flat. And if you
196. 6:45get flat performance in 2022, that was a
197. 6:48dub, man. That was a double U. Look at
198. 6:51this.
199. 6:52This is Target stock. Target stock was
200. 6:55the most ice cold stock for the longest
201. 6:58time, right? I mean, you know, this
202. 6:59stock at the end of 21 was, you know,
203. 7:03deep into the 200s and then it bottoms
204. 7:06out late last year in the 80s, right? In
205. 7:09the 80s. Now, look at this. Since that
206. 7:12low last year in the 80s, right, late
207. 7:15last year, the stock has now gone to
208. 7:17almost 2x in value. As of today, it's
209. 7:20$157 a share, right? So, fascinating.
210. 7:24Like, that stock couldn't have been more
211. 7:25cold. Now it's actually one of the most
212. 7:28hot, if not the most hot retailer out
213. 7:30there in the whole stock market over the
214. 7:32past roughly year. Incredible the way
215. 7:34things can shift in the market, right?
216. 7:36Look at Celsius Holdings. Celsius, the
217. 7:38wealthiest. Look at the stock from 2019
218. 7:40to 2024. What a run. What an insane run.
219. 7:44Stock went up over 7,000%.
220. 7:48Over 7,000%. If you were on that run in
221. 7:51Celsius, you made life-changing money,
222. 7:53right? Lifechanging money. legendary run
223. 7:56in Celsius. Now, check out this. From
224. 7:59the 2024 highs, the stock is now down
225. 8:0270% from those 2024 highs. Right? That's
226. 8:06severe, severe downside in Celsius over
227. 8:09the past few years. Right now, I show
228. 8:12you all that and I could have showed you
229. 8:13a ton more stocks to kind of illustrate
230. 8:15this point. Like RH was one of the
231. 8:17hottest stocks a few years ago and now
232. 8:19it's been one of the coldest stocks over
233. 8:20the past 5 years. Stocks dropped like
234. 8:2280% of its value. I could take you
235. 8:24through Nphase. I can show you countless
236. 8:25stocks that like they were the best then
237. 8:27they were the worst or they were the
238. 8:29worst and then they were the best right
239. 8:31and it's incredible the way the market
240. 8:33can shift and you know in a matter of
241. 8:36two years a stock that had no respect
242. 8:38can have all the respect in the world
243. 8:39AMD AMD we're going to talk about AMD in
244. 8:42this video right no one respected like
245. 8:44when I was buying AMD heavily last year
246. 8:48right people called it advanced money
247. 8:50decimator um you know they made up all
248. 8:53these terms for how bad the stock was
249. 8:55and like you know cuz people were really
250. 8:57in a bad place with that stock. It had
251. 8:58done nothing for years, right? Well,
252. 9:00Nvidia was having the biggest party. And
253. 9:02so things can shift quickly in the
254. 9:04market. Hated stocks become loved
255. 9:05stocks. Love stocks become hated stocks.
256. 9:08Stocks that were horrible can go on
257. 9:11insane runs. Stocks that were on insane
258. 9:13runs can go through a brutal crash.
259. 9:16That's a stock market, right? And so you
260. 9:18look at the public count today,
261. 9:19obviously huge day, first time crossed
262. 9:21over $5 million. Uh listen, the stocks
263. 9:24that have got this portfolio to five
264. 9:26million are not going to be the same
265. 9:28stocks that get this portfolio to 10
266. 9:30million, right? Just like the stocks
267. 9:32that really got this portfolio to a
268. 9:34million for the first time. Like the
269. 9:37first stock I think of is Tesla, Tesla,
270. 9:39my Tesla, right? It was an incredible
271. 9:41stock and that was one of the stocks
272. 9:42that really catapulted this portfolio
273. 9:44into the seven figures for the first
274. 9:46time and that was obviously like what
275. 9:48six years ago or seven years ago or
276. 9:49something like that now at this point in
277. 9:50time, right? a long time ago and Tesla
278. 9:53was not the stock that propelled this
279. 9:55portfolio to 5 million, right? But it
280. 9:56was a stock that propelled this
281. 9:58portfolio to 1 million along with a few
282. 10:00others back in those days, right? And so
283. 10:02now you have a new generation of stocks
284. 10:04that have really propelled this
285. 10:05portfolio to 5 million. It was the
286. 10:07Palunteer, it was the Meta, it was, you
287. 10:10know, AMD, these sorts of stocks that
288. 10:13have really boomed this portfolio to
289. 10:15that $5 million level, right? So the the
290. 10:18stocks that have propelled this
291. 10:19portfolio to 5 million. They might be
292. 10:20the same stocks that propel this
293. 10:22portfolio to 6 million as well. But I
294. 10:24can tell you they're not going to be the
295. 10:25same stocks that propel this portfolio
296. 10:26to 10 million. That's going to be a new
297. 10:28generation of stocks that will propel
298. 10:30the the public count to $10 million.
299. 10:33When you see a 10 in front of these
300. 10:35numbers, right? When you see it being an
301. 10:378 figure portfolio, it's going to be a
302. 10:39new generation of stocks, right? And so
303. 10:41the way I kind of look at the market,
304. 10:43you know, is and if you want to
305. 10:45understand a little deeper on my
306. 10:46investing philosophy here, here's how it
307. 10:48goes.
308. 10:49I'm looking for extraordinary
309. 10:51opportunities for the next multi-year,
310. 10:53right? I'm not just looking for the next
311. 10:56good opportunity for the next 10 days or
312. 11:00the next um you know 3 months. I'm
313. 11:03usually looking for the next great
314. 11:04opportunity for the next 3 years, the
315. 11:06next 5 years, the next seven years. So,
316. 11:08I'm looking for a stock that can go on a
317. 11:10multi-year run that is just insane,
318. 11:14right? And so, that's what I personally
319. 11:16always look for in the market. And
320. 11:18sometimes I find it, sometimes I don't,
321. 11:19but I find it enough times that
322. 11:21obviously it pays handsomely, right? And
323. 11:24so, that's the name of this game. And
324. 11:26the rest will be what the rest is going
325. 11:28to be, right? But I got to find those
326. 11:30insane opportunities that for a
327. 11:32multi-year run I can invest heavy into
328. 11:35and then get that capital appreciation
329. 11:37on the other side and everybody's just
330. 11:39looking like oh my gosh what an absolute
331. 11:42game changer that was right and so
332. 11:45that's that's what we do that's what we
333. 11:47do in this game right okay next up here
334. 11:49let's talk about meta stock then we'll
335. 11:50get into AMD and then we'll get into
336. 11:52some stocks I'm most excited to buy now
337. 11:55okay so Meta
338. 11:58incredible run, right? Incredible run in
339. 12:01the stock. Up huge here today. Uh
340. 12:04something to keep in mind with Meta is
341. 12:05this stock is still down $40 plus from
342. 12:08its all-time highs. Okay, so this is
343. 12:10very different than the AMD situation
344. 12:12which has broken a new all-time highs.
345. 12:13We haven't even broken a new all-time
346. 12:14highs in Meta, right? We're still
347. 12:16significantly um away from that. So, the
348. 12:20first thing I'll say to throw a little
349. 12:22cold water on that is don't get too
350. 12:24excited about, you know, a breakout in
351. 12:27the stock until we actually do it.
352. 12:28Right? If you see an eight in front of
353. 12:30the stock, okay, then we can talk,
354. 12:31right? But until we see that, you know,
355. 12:33we're still just in areas we've been
356. 12:36before in regards to this particular
357. 12:37stock. Right? Now, there's a lot of
358. 12:39excitement here about this Meta's Muse
359. 12:42personal AI agent and that tops chat GBT
360. 12:45grock and claude for postlaunch
361. 12:48downloads. Ooh boy, this is very
362. 12:51exciting, right? Meta's Muse AI personal
363. 12:53agent tool overtook chat GPT as a
364. 12:56leading iOS free app in the US on
365. 12:59Friday. The app had 730,000 downloads
366. 13:02over roughly 5 days following the
367. 13:04release on September 8th. According to
368. 13:06analytics firm, the app is powered by uh
369. 13:09is powered by Meta's Muse Spark family
370. 13:12of AI models and both a major push by
371. 13:14Mark Zuckerberg into the AI agent
372. 13:16market. Right now, uh here's the thing,
373. 13:20okay? I have seen multiple times now
374. 13:23I've gone on Instagram. Right on my
375. 13:26front page, it tries to get me to
376. 13:27download this Muse product. Okay.
377. 13:30So, from what I'm hearing, this this app
378. 13:33has been downloaded roughly uh I think
379. 13:35it's less than 2 million times so far,
380. 13:37right? Since the launch of, you know,
381. 13:40less than two weeks ago, which isn't
382. 13:42like bad in the grand scheme of things.
383. 13:44They're like, okay, like, you know, one
384. 13:46or one to two million people have
385. 13:47downloaded. That's not too bad. But when
386. 13:49you understand Meta's ability to get
387. 13:53something on your front page to
388. 13:55potentially billions of users, right?
389. 13:58Um,
390. 14:00I don't think it's actually that
391. 14:01impressive. Like the fact that it's
392. 14:04ahead of of OpenAI's Chat GBT and other
393. 14:07products. I mean, the product's like
394. 14:09brand new. So, like ChatGBT has been
395. 14:11around for years now at this point in
396. 14:13time. Grock and Claude like, so I don't
397. 14:16want to put too much weight into this
398. 14:17and like, oh my gosh, it's a game
399. 14:19changer for Meta. It's a gamecher,
400. 14:21right? For someone to be a game changer
401. 14:22for Meta, you need hundreds of millions
402. 14:24or billions of users on it, right? And
403. 14:26so it's like, okay, it's a step in the
404. 14:28right direction, but like when a
405. 14:30product's brand new and it's competing
406. 14:32against pro for for downloads versus
407. 14:34products that are very well established
408. 14:35in the marketplace, it'd be like imagine
409. 14:37there's some new social media network of
410. 14:40some kind or social app that takes off
411. 14:42like crazy in its first couple weeks,
412. 14:44right? And it's getting more downloads.
413. 14:47It's getting more downloads than
414. 14:48Facebook. It's getting more downloads
415. 14:50than Instagram. Cool. But uh that
416. 14:54doesn't it's not like doesn't mean it's
417. 14:55like a game-changing thing necessarily,
418. 14:57right? It doesn't mean it's going to be
419. 14:58bigger than Facebook or it doesn't mean
420. 15:00it's going to be bigger than Instagram
421. 15:01or anything like that, right? It just
422. 15:02means okay, we'll see what happens with
423. 15:04that, right? It's like cool, it's
424. 15:06getting a lot of downloads. We'll see,
425. 15:08right? And that's the way I look at this
426. 15:09particular product. It's like, okay, I
427. 15:11mean like I I personally I'm a Meta
428. 15:14Shareholder. I still haven't even
429. 15:15downloaded it yet, right? So, and that's
430. 15:18despite them showing it on my my front
431. 15:20page multiple times when I go on
432. 15:22Instagram. Right now, to give you some
433. 15:24reference here, Meta Threads has been
434. 15:26definitely a big success for the
435. 15:27company. And this is kind of like their
436. 15:29ex competitor, right? So, it's it
437. 15:32crossed about 500 million monthly active
438. 15:34users as of mid 2026, right? And for
439. 15:38this one, the launch record gained 100
440. 15:40million signups in it first five days
441. 15:42when that baby launched, right? That's
442. 15:44what we're talking about when you know
443. 15:46we're talking about scale for a company
444. 15:48like Meta, right? 100 million signups in
445. 15:52its first five days, right? And this
446. 15:54product we're talking about maybe 1 to 2
447. 15:56million downloads in its first, you
448. 15:58know, week and a half or so. It's just,
449. 16:01you know, it doesn't mean it's a
450. 16:02failure, but it also doesn't mean it's a
451. 16:04success. And so, that's where I would
452. 16:06throw some cold water in regards to this
453. 16:08whole situation here, right? Like Meta
454. 16:11can get you to like when you have a
455. 16:13billion plus users seeing something,
456. 16:15Meta can get at least a few million of
457. 16:18those people to download something. Like
458. 16:20that's just like math numbers. Right
459. 16:22now, the good news I'll really say for
460. 16:24this product, the thing that makes me uh
461. 16:27happy about it is the product gets a 4.9
462. 16:30in on the app store so far. that I think
463. 16:32is the best that that I think is the
464. 16:35best news in regards to this whole
465. 16:36situation that it started out with
466. 16:38really good reviews and not bad reviews,
467. 16:40right? Um that means this the product
468. 16:44has potential to be a long-term success.
469. 16:47The downloads numbers, I'm not impressed
470. 16:48at all by those. I'm impressed by this.
471. 16:51This means you at least got a shot in
472. 16:53the game. Right now, here's the other
473. 16:56thing you guys got to understand. coming
474. 16:57from a meta shareholder that's bought
475. 16:59this stock for many many years on and
476. 17:01off, right? Listen, the company between
477. 17:04what they spent over the last few years
478. 17:06and what they're going to spend this
479. 17:07year, it's likely going to be a little
480. 17:09less than $300 billion on capex, right?
481. 17:11Listen, you're going to spend that sort
482. 17:13of money. You need to have one or
483. 17:16multiple gamechanging products that come
484. 17:19out of all that capex. So,
485. 17:23this should be expected like like we
486. 17:25should expect Meta to come out with one
487. 17:27or multiple gamechanging products
488. 17:30because of how much money they've spent
489. 17:32on this and the type of teams they have.
490. 17:35I mean, you know, Zuckerberg, I don't
491. 17:37know if you guys are aware, but
492. 17:38Zuckerberg's bought up some of the most
493. 17:40talented individuals in many of these
494. 17:42emerging spaces over the past few years.
495. 17:45And so he's basically got an unlimited
496. 17:48bankroll of money he's throwing at these
497. 17:51new opportunities. He's got many of the
498. 17:54most talented people in the world for
499. 17:57all different types of emerging
500. 17:58technologies working on these on his
501. 18:00teams. So like we should expect success.
502. 18:06And so when I look at it, I'm kind of
503. 18:08like, you know,
504. 18:10I'm just not as excited because I'm just
505. 18:12like we got we got to expect this. like
506. 18:14you don't spend this sort of money. You
507. 18:16don't get these sorts of people on your
508. 18:17teams and and and expect like nothing to
509. 18:19come out of that, right? So, that's just
510. 18:21something to kind of keep in mind there.
511. 18:23And and you know, once again, this
512. 18:25doesn't prove to me like this is a huge
513. 18:27smash success for Meta or not, right?
514. 18:30It's just like we'll see. But what have
515. 18:33I told you guys from this whole year in
516. 18:36regards to Meta Stock? And I've talked
517. 18:38about, you know, it's a stock that's
518. 18:40kind of stuck between 550 750 unless one
519. 18:42of two scenarios happen, right? And I've
520. 18:44talked about this a million times on the
521. 18:45channel this year. What are the two
522. 18:46scenarios? One, is Zuckerberg eventually
523. 18:48cuts capex. Or two, investors can
524. 18:52understand like what the real
525. 18:54opportunities are here in how Meta is
526. 18:56going to capitalize on that, right? The
527. 18:59Muse product in its somewhat success,
528. 19:02which is debatable here off the go,
529. 19:04right? is at least giving a glimpse of
530. 19:06like, hey, we might be able to be
531. 19:09successful here, right? And that's
532. 19:11enough to get investors at least excited
533. 19:13a little bit here in the short term. Is
534. 19:15that enough to take the stock to a
535. 19:16thousand? I don't know about that, but
536. 19:17it's at least enough to give like a big
537. 19:19relief rally and to get somewhat in
538. 19:22range of all-time highs, right? And so
539. 19:25the more Zuckerberg and the team can
540. 19:27show off new products and services that
541. 19:30investors can say, "Okay, now I get why
542. 19:33we spend 300 billion on this and
543. 19:35probably a ton more next year, right?"
544. 19:37The more the stock can do well, but if
545. 19:41people are still wary, confused, I don't
546. 19:44know if this is a big opportunity, like
547. 19:46the stock remains a flounder, right?
548. 19:48Which means it remains a rangebound
549. 19:50stock, right? push it up to that 750
550. 19:52range or just above and then, you know,
551. 19:54because everybody's feeling bullish and
552. 19:56then back down, right? And everybody
553. 19:57starts feeling bearish, it goes down
554. 19:59that 550 range or maybe a little below.
555. 20:00And so that's just that's just meta,
556. 20:02man. And so
557. 20:04cool. But it's for me as a shareholder,
558. 20:07it's not like I'm like jumping for joy
559. 20:09and I'm like, "Oh my gosh, we've just
560. 20:11changed the game for Meta." Like, not
561. 20:14quite. Okay. Okay. So, next up here,
562. 20:16let's talk some AMD and then we'll talk
563. 20:19about some stocks I'm most excited to
564. 20:20buy now. So, AMD, listen, this one did
565. 20:26close at an all-time high here today.
566. 20:28Okay, very, very exciting. $615 close,
567. 20:31up $142,000 on this one here today. Up
568. 20:34almost $1.3 million on the position, the
569. 20:36public count alone. And if you notice,
570. 20:38I've not sold one share in the public
571. 20:41account, not even one of AMD. I'm not
572. 20:44interested. What What price am I
573. 20:47interested in considering
574. 20:49selling some AMD shares in the public
575. 20:52account?
576. 20:53700. That's my magic number. But the key
577. 20:56word is consideration.
578. 20:58Doesn't mean I'm going to sell any
579. 21:00shares at 700. You know, stock could go
580. 21:02715. There's a potential I could still
581. 21:04have 2555 shares here, right? It's just
582. 21:07that's the price I at least consider
583. 21:09starting to sell some shares, right? We
584. 21:11have other people. I've seen some
585. 21:12comments, you know, from some
586. 21:13individuals, they're not even
587. 21:15considering selling AMD until a
588. 21:17thousand,
589. 21:19right? And keep in mind, even when I
590. 21:20start selling my shares, like I'm I
591. 21:22don't want ever really want out of AMD
592. 21:25completely. That's the one I want to
593. 21:26hold a certain amount of shares,
594. 21:28preferably a,000 shares I want to hold
595. 21:30for the super long term. And AMD, right?
596. 21:33But the 1555 shares I would like to get
597. 21:36out of that probably over the next we
598. 21:37can call six to nine months assuming the
599. 21:39stock goes on a ripper rally which you
600. 21:41know I've been calling for and it's
601. 21:42obviously it's happening. So that that's
602. 21:44kind of that. Okay. Now also very
603. 21:47exciting day because AMD joined a very
604. 21:49exclusive club that has less than 20
605. 21:51companies in the world part of it and
606. 21:53that is the one trillion market cap
607. 21:55club. Legendary, right? But the thing
608. 21:58that's most legendary is you got to
609. 21:59understand when Lisa Sue and I've talked
610. 22:01about this a few times on the channel.
611. 22:01When Lisa Sue took over this company
612. 22:03just over a decade ago, right shortly
613. 22:06after the company was $2 a share, it was
614. 22:08a two buck chuck. It was bankruptcy
615. 22:10bound. And to think, you know, here
616. 22:13today, it's one of the largest companies
617. 22:14in the world market cap wise. It's one
618. 22:17of the most relevant companies in the
619. 22:18world. I mean, it's incredible. They
620. 22:20just legendary legendary. You know, it
621. 22:23it's it's it's
622. 22:25up there with Steve Jobs and what Steve
623. 22:28Jobs pulled off when he came back to
624. 22:30Apple. When Steve Jobs came back to
625. 22:32Apple, late '9s, Apple was a mess,
626. 22:36confused with their products. Um,
627. 22:38company had lost really all competitive
628. 22:40advantages it had in the marketplace. It
629. 22:42looked like it could go into bankruptcy
630. 22:44potentially, right? Was a mess. It was
631. 22:47an absolute mess of a company. And uh
632. 22:49obviously Steve Jobs you know got them
633. 22:51out of several products really focused
634. 22:53the brand uh focused the teams Johnny IV
635. 22:57was you know started really working at
636. 23:00the company and and doing great work and
637. 23:02you know obviously the rest is history
638. 23:03the iPod and the iTunes store and the
639. 23:06iPhone and the iPad and all those
640. 23:07products were launched over the years
641. 23:08right in the MacBook line and I mean
642. 23:10it's incredible right the rest is
643. 23:12history and so I look at that as one of
644. 23:14the most legendary business turnarounds
645. 23:16of all time but Lisa Sue and what she's
646. 23:17done here with AMD is right up there.
647. 23:19You know, I don't know if I can put one
648. 23:21over the other, but they're both side by
649. 23:23side. You know, to take a company like
650. 23:25AMD that was seen as a bankruptcy
651. 23:27candidate and a stock that was two bucks
652. 23:30and and now it's a trillion dollar
653. 23:32market cap like that's legendary, man.
654. 23:34Absolutely legendary what she's pulled
655. 23:36off there. AMD's writing a 5-day winning
656. 23:38streak during which shares have gained
657. 23:4025%. The recent rally has a become a
658. 23:43welcome site for investors who saw the
659. 23:45stock fall last month after the company
660. 23:47reported second quarter earnings. The
661. 23:49company reported revenue of 11.5 billion
662. 23:51during Q2, up 50% from the $7.69 billion
663. 23:56a year ago as its artificial
664. 23:58intelligence chips were the heart of
665. 23:59growth. AMD's data center unit reported
666. 24:01sales of $6.7 billion, up a whopping 100
667. 24:05107% from a year ago. The chipmaker is
668. 24:08having a blockbuster year with the stock
669. 24:09up more than 80%. But despite that
670. 24:13impressive gain, AMD is still well
671. 24:15behind AI chip leader Nvidia, which boo
672. 24:17boasts a market cap of 5.4 trillion and
673. 24:20the majority of the market for AI data
674. 24:22center chips. The buildout has fueled
675. 24:25the surge in chip names during this
676. 24:27year, showing few signs of slowing. AMD
677. 24:29CEO Lisa Sue said last month the
678. 24:31company's earnings call that it expects
679. 24:33to double data center sales in 2027.
680. 24:36Last week, Nvidia CEO Jensen Hong
681. 24:38provided another look at the state of
682. 24:40the silicon demand when he said he
683. 24:42expected the company to double the
684. 24:44number of chips it sells next year. So,
685. 24:47in regards to to AMD, Nvidia, like I've
686. 24:50called this out the whole time the last
687. 24:51two years, right? Like
688. 24:54AMD is Nvidia's worst enemy. Nvidia is
689. 24:58AMD's best friend because
690. 25:01AMD is coming to take market share of
691. 25:03Nvidia over the next several years.
692. 25:04That's not fun. Also, AMD is going to
693. 25:07end up likely lowering the margins of
694. 25:09Nvidia. We're already starting to see
695. 25:10it, but you'll see it more over the next
696. 25:11couple years, right? Meanwhile, Nvidia's
697. 25:13priced things so crazily that
698. 25:17they are actually helping AMD's margins
699. 25:19over the next several years as well,
700. 25:21right? And so, it's a beautiful thing.
701. 25:24And obviously, Nvidia opened up this
702. 25:26massive market opportunity. And so, and
703. 25:28as I said many times, like just because
704. 25:30AMD has success doesn't mean Nvidia has
705. 25:32to fail. That's not the way this game
706. 25:33works, right? Um, and as I've called out
707. 25:36many times, like, you know, and this is
708. 25:38another perfect example of people
709. 25:41got to understand where the bigger
710. 25:43bigger opportunities are at a particular
711. 25:44time and it might not be where you look,
712. 25:46right? And so, like when I was buying
713. 25:48the stock very heavily, obviously last
714. 25:50year, everybody's like, just buy Nvidia.
715. 25:52Like, why not just buy Nvidia? Nvidia's
716. 25:54got the proof of the numbers, right? And
717. 25:56I said, well, yeah, they got the proof
718. 25:58of the numbers, but everybody knows that
719. 26:00it's already been priced in. AMD doesn't
720. 26:02and I can see how Lisa Sue's roadmap
721. 26:05here ends up being huge for AMD and how
722. 26:08this company explodes their revenues
723. 26:10over the next several years and how AMD
724. 26:12you know within a year or two is going
725. 26:14to be growing at a much much more rapid
726. 26:16clip than than Nvidia is right which
727. 26:18will be a big flipping that we haven't
728. 26:20seen in a long long time and that's
729. 26:21exactly what we're going to see uh
730. 26:23likely three quarters out from now for
731. 26:25the first time AMD is going to start
732. 26:27growing at a faster clip revenue-wise
733. 26:29than Nvidia huge huge. Um, and so, but
734. 26:34that doesn't mean Nvidia has to lose.
735. 26:35That doesn't mean Nvidia's doomed or
736. 26:37anything like that. It just means AMD is
737. 26:39the one, right? And it's been the one
738. 26:40and it remains the one and it's the one
739. 26:42that's going to have the, as I've said
740. 26:44many times, no one's going to be able to
741. 26:46beat, in my opinion at least, no one's
742. 26:48going to be able to beat AMD's revenue
743. 26:50growth in
744. 26:52uh, 2027. No one's going to be able to
745. 26:54beat that from the trillion dollar boys
746. 26:55club. Like, I just don't see it
747. 26:57happening. And so, AMD is the one, man.
748. 26:59AMD is the one, right? Uh I saw somebody
749. 27:01posted this on X here today. Oh, I
750. 27:05really like this one. Said Jeremy Lefave
751. 27:07sold all his Tesla stock and made 500%
752. 27:09gains on AMD. Um yeah, I mean this was a
753. 27:12huge, you know, I've been through a few
754. 27:15controversial storms over the last 10
755. 27:16years since I've been on social media,
756. 27:18right? And one was, you know, last year
757. 27:21when I sold out of all my Tesla shares
758. 27:23and and I was buying AMD super heavy,
759. 27:25right? and just like all the hate I got
760. 27:28at that particular time, especially on X
761. 27:30was insane. By the way, if you ever want
762. 27:32to follow me on X, I have that linked in
763. 27:34the description area down there. But um
764. 27:36man, like what a hate storm that was.
765. 27:39What a hate storm. And some of you guys
766. 27:41that maybe are following me last year as
767. 27:42well, you remember that hate storm I
768. 27:44got, especially if you're following me
769. 27:45on X. Gosh, man. People were just like,
770. 27:49you know, and I don't know where those
771. 27:51people are at today. They're real quiet,
772. 27:53right? But they see stuff like this.
773. 27:55They know what's going on, right? But
774. 27:56they're not going to say anything. It's
775. 27:58embarrassing. It's embarrassing, right?
776. 27:59So, they're going to be real quiet about
777. 28:00it. They're not going to give me my
778. 28:02respect. A few people give me my
779. 28:03respect, but you know, a lot won't. A
780. 28:06lot won't. So, cuz it hurts their ego
781. 28:08too much and their pride. But, man, I I
782. 28:10don't forget. Like, I had kind of
783. 28:12forgotten about until I saw this today.
784. 28:13I was like, "Oh, shoot. I I forgot all
785. 28:14about that hate storm I went through,
786. 28:16man. There was a big hate storm I went
787. 28:18through when I sold my Tesla, put in
788. 28:20AMD." I remember even uh from what I
789. 28:22remember even Elon was liking some posts
790. 28:24that were like talking crap about me.
791. 28:25I'm like, geez, what a joke, man. What a
792. 28:28joke. And you know, the rest is history.
793. 28:30And we know who ended up winning the war
794. 28:31there, right? All righty. Next up here,
795. 28:33let's talk about some stocks I'm most
796. 28:35excited to buy now that I think are some
797. 28:37incredible opportunities I see out there
798. 28:38in the market. And some of these stocks
799. 28:40are love stocks. Some of these stocks
800. 28:41are very hated, right? And um I'm not
801. 28:44afraid to step in if I see a stock that
802. 28:47I believe has a multi-year run ahead.
803. 28:48and we'll see which ones of these has
804. 28:51multi-year runs ahead. Maybe it's
805. 28:52multiple. We got a quite a few stocks to
806. 28:54go through, but these are my favorite
807. 28:55stocks that I'm personally putting my
808. 28:57money into right now. Okay, number one,
809. 29:00RH. RH, I've talked about this stock on
810. 29:03the main channel a lot last week. So, if
811. 29:05you want to hear me talk more about the
812. 29:06incredible opportunity in RH in my
813. 29:08opinion, uh, you know, check out some of
814. 29:10the videos I posted on the main channel
815. 29:11last week because, like I said, I talked
816. 29:13about this stock many times. It's in the
817. 29:15low hundreds right now and this is a
818. 29:18stock that's ultra hated down 80% plus
819. 29:20the past 5 years, right? And I think
820. 29:23it's a great multi-year opportunity and
821. 29:25we'll see. We'll see what happens there,
822. 29:27right? But one, like I said, if you want
823. 29:28to hear more in depth about projections
824. 29:30I have for this stock and how insane I
825. 29:32think it can go over the next few years
826. 29:33and all that good stuff and like the
827. 29:34riskreward profile and why, check out
828. 29:37the videos I released on the channel
829. 29:38last week. Okay, next one up here,
830. 29:40Celsius, the wealthiest. The stock's
831. 29:42down about, you know, double digit
832. 29:43percentage over the past 5 years. Not as
833. 29:45nearly as ugly as an RH type situation,
834. 29:47right? But it is still down, right? And
835. 29:50Celsius, I think, has a multi-year
836. 29:52insane move upward coming for this
837. 29:55company. The Celsius brand continues to
838. 29:56expand around the globe. Alani continues
839. 29:59to expand in the United States and
840. 30:01long-term will expand in my opinion
841. 30:03international as well. Right? You'll see
842. 30:05what they do with the Rockstar brand
843. 30:06over time as well. So Celsius,
844. 30:10incredible revenue opportunity there,
845. 30:12incredible margin opportunity long-term,
846. 30:15incredible EPS opportunity long term,
847. 30:17and then as they get more and more
848. 30:19profitable, they can do share buybacks,
849. 30:20they can pay dividends like all the
850. 30:21other big drink companies do. I just a
851. 30:24million things. And then you get the
852. 30:25evaluation rerating because then you
853. 30:27start being seen as more of a safe
854. 30:28company to invest in. So I think Celsius
855. 30:31is a beautiful 2027 to 2030 run ahead.
856. 30:36And um that's my opinion on that one.
857. 30:38Huge upside there. American Express
858. 30:41AXP's next one up here. This one's had a
859. 30:44much better five years and certainly
860. 30:45those last two stocks, right? This one's
861. 30:47up 80% over the past 5 years. It has
862. 30:49been kind of a kangaroo for almost 2
863. 30:51years now at this point in time, right?
864. 30:53American Express, one of the best
865. 30:54business models in the world. Uh one of
866. 30:56the best client bases you can possibly
867. 30:58have. Extremely profitable, extremely
868. 31:01steady, um respectable growth. And so I
869. 31:05love American Express. Like that's just
870. 31:07a really good high quality company. And
871. 31:09so I'm just gobbling up shares right
872. 31:11now. And that's one that I think will go
873. 31:12on a beautiful run from 2027 to 2030.
874. 31:15Right. Next one up here, Netflix. So
875. 31:18Netflix, this is an incredible one.
876. 31:20Netflix has been in a kangaroo for
877. 31:22almost 5 years now at the point this
878. 31:23point in time, right? It had this big
879. 31:24huge run right here. Big huge run,
880. 31:26right? But ever since then, stock has
881. 31:29been down down Chinatown. And basically
882. 31:31from kind of the fourth quarter of 2021
883. 31:34to now, the stock has nothing nothing to
884. 31:37show for, right? And Netflix is one of
885. 31:40those stocks like everybody knows it.
886. 31:41Everybody's aware of it. It it's not
887. 31:42some hidden secret company that comes
888. 31:44with a crazy risk profile. Like people
889. 31:46sign up for their Netflix and they keep
890. 31:48their Netflix long-term. Okay. Next one
891. 31:50up here is winning Resorts. You want to
892. 31:53talk about the ultimate kangaroo, look
893. 31:54at Win Resorts. It's basically flat on a
894. 31:565year, right? But in that course of that
895. 31:595 years, it's gone everywhere. Right
896. 32:00now, Wind Resorts has had multiple
897. 32:04like multiple of like the worst things
898. 32:06that could possibly happen to a company
899. 32:08like Wind Resorts happen all within the
900. 32:10past, let's call it just the 2020s. The
901. 32:122020s has just been brutal for Wind so
902. 32:14far, right? You had obviously Rona
903. 32:16started at the beginning of 2020s that
904. 32:18shut down Vegas for a long period of
905. 32:20time and then Macau was basically on and
906. 32:22off shut down for like 3 years. It was a
907. 32:24joke. um you know where Vegas was
908. 32:27already starting to you know have a lot
909. 32:28of people come out in 2021 and then into
910. 32:302022 Macau was like a mess still in 2122
911. 32:34in terms of shutdowns and and you know
912. 32:36limits and stuff like that like it
913. 32:38didn't feel like Macau really got came
914. 32:40back to life till like almost like 2024
915. 32:42right and so that was devastating and
916. 32:45then you had interest rates explode
917. 32:47higher uh for companies that take out
918. 32:49lots of debt to build big resorts like a
919. 32:51company like wind does that's also seen
920. 32:53as like a negative thing Right?
921. 32:55Simultaneously you have big huge
922. 32:57inflation which can be seen as a damage
923. 32:59on the consumer which can cause let's
924. 33:02call it tourism to drop. Additionally,
925. 33:04when it came to at least the United
926. 33:06States business, uh you know, definitely
927. 33:08a lot less vis visitation from
928. 33:11international folks as you know, America
929. 33:15had some changes over the past few years
930. 33:17that we all know about, right? Um
931. 33:18doesn't affect win as much as maybe some
932. 33:20of the other players on the Las Vegas
933. 33:22strip, but it does certainly hit um
934. 33:24everybody to at least a certain extent.
935. 33:27And so that's just a lot of factors
936. 33:29there, right? But and I do believe
937. 33:32things line up for when a lot better
938. 33:35over the next many years, right? The
939. 33:38Middle East property opening next year,
940. 33:39I think it's a huge long-term
941. 33:41opportunity, right? Uh obviously Macau
942. 33:44continues to put up numbers, right? And
943. 33:46there's going to be certain times
944. 33:47Macau's really hot, certain times it's
945. 33:49cold, certain times it's okay. Uh but at
946. 33:52the end of the day, Macau's a great
947. 33:53opportunity. They got some of the
948. 33:54premier properties in Macau, especially
949. 33:56the Wind Palace property, right? the
950. 33:58Vegas, we know they're the most well
951. 33:59positioned in Vegas when it comes to VIP
952. 34:02business and um high net worth
953. 34:04individuals. So, that remains in a great
954. 34:06spot. The Boston property, you know,
955. 34:08that's a property that that you know,
956. 34:10it's just a solid property. Like, I
957. 34:12don't you know, it they take great care
958. 34:14of it. I stayed at it just a few months
959. 34:15ago. Was phenomenal stay. So, just good
960. 34:18things there. And um ultimately, they
961. 34:21have the land they own. They even have
962. 34:23the the land they own right across from
963. 34:25Wind and Encore Las Vegas. That's a very
964. 34:27valuable piece of real estate. We'll see
965. 34:28what they do with that long term. And
966. 34:30so, and there's other international
967. 34:32opportunities as well. They could pay
968. 34:35down a lot of debt over the next few
969. 34:36years, especially if that Middle East
970. 34:37property ends up being really valuable
971. 34:40and really um, you know, ends up being
972. 34:43something of, you know, a big
973. 34:45opportunity kind of like the Singapore
974. 34:47opportunity was. So, the moral of the
975. 34:49story is here, uh, the stock has just
976. 34:51been has gone through it, right? And I
977. 34:53think it's a huge opportunity right now.
978. 34:55Next one up here is Eio Estee Lauder.
979. 34:58So, this is one I bought for the last
980. 35:00couple years now at this point in time.
981. 35:02Estee Lauder. Uh up about $48,000 in the
982. 35:05public account so far. This one bottomed
983. 35:07last year. Do keep that in mind. And uh
984. 35:09just a great stable company. Love this
985. 35:11one. And last one is Elf on a Shelf.
986. 35:15This one I've obviously bought on and
987. 35:16off for years as well uh with my
988. 35:18original shares in 2019 up 1,243%.
989. 35:22So, this one's a six-f figure gainer for
990. 35:24us. This one bought him back in June at
991. 35:26around 49 bucks. It's now 97. Uh has a
992. 35:30opportunity longterm to be a multiund
993. 35:32stock. So, love Elf on a shelf. Okay, I
994. 35:35appreciate you all for joining me as
995. 35:36always. I hope you really enjoyed this
996. 35:37video. I hope you've seen what is
997. 35:39possible. I hope that you've really seen
998. 35:41what is possible in this game. And it's
999. 35:43uh Oh, my alarm's going off. I hope you
1000. 35:45guys seen what's possible. You know
1001. 35:47what's out there for opportunity, right?
1002. 35:49Um don't limit yourself by thinking this
1003. 35:51or thinking that, right? public account
1004. 35:53started that you know what back in like
1005. 35:552018 and today crosses $5 million right
1006. 35:58so don't limit yourself and it's like
1007. 36:01okay let's say you know you started an
1008. 36:03account you know back in 2018 like I did
1009. 36:05and let's say you were at $500,000 in
1010. 36:08your portfolio say you were at a million
1011. 36:10is there any shame in that game no it's
1012. 36:12incredible think about that for a moment
1013. 36:14right you know and I haven't even played
1014. 36:16it perfect like I've made some big
1015. 36:17mistakes in the public account and um
1016. 36:20we're still over $5 million and So, just
1017. 36:22understand what's possible out there.
1018. 36:23You guys have seen it, right? And uh
1019. 36:24let's keep it going. You want to learn
1020. 36:26from me on a deeper level, apply to join
1021. 36:27the private group. Let's get you up to
1022. 36:29the highest level possible. Okay? All
1023. 36:30right, guys. Much love and have a great