Don’t miss this LIFE Changing Stock‼️ — Transcript

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1. 0:00AMD
2. 0:02down 15% this month. People are looking
3. 0:04at AMD out there and they're saying,
4. 0:06"What is going on with this stock?" Down
5. 0:0815% this month. Have we already topped
6. 0:11this stock? Are we just preparing for
7. 0:13the next major move upward? If we are
8. 0:16preparing for a major upward move, how
9. 0:18fast are we talking this move's going to
10. 0:20be? Where are we headed here? 600, 700,
11. 0:22800, 900. Are we headed to 1,000? MU
12. 0:27stock. Another one people are looking
13. 0:29at. Micron, we'll talk about this one as
14. 0:30well today, is down 27.77%
15. 0:35from its highs. Now, at this point in
16. 0:36time, the darling of the memory trade,
17. 0:40SanDisk, ooh, baby, look at SanDisk.
18. 0:42Down 45%
19. 0:44from the highs it hit just last month.
20. 0:48Like, these moves down are pretty darn
21. 0:50significant. Elf on a Shelf. ELF on a
22. 0:54shelf up 70% now from the lows it hit
23. 0:58last month. What a move higher for ELF
24. 1:01this has been. Congratulations to
25. 1:02anybody that's an ELF shareholder out
26. 1:04there and was buying that stock last
27. 1:06month, especially anybody that was
28. 1:07buying early June. Oh my gosh, the move
29. 1:10up has been substantial. We have SAS
30. 1:12stocks finally rolling, right? Look at
31. 1:14Shopify getting not Shopified for once.
32. 1:16Up 10% here today. Serve is now up
33. 1:19almost 8% today. Salesforce was up about
34. 1:227%. Right? Palanteer, they put that in
35. 1:25the SAS category. That was up about 7%
36. 1:28here today. And Celsius, the wealthiest,
37. 1:30finally having a good day, up about 6
38. 1:32percentage points here today. Look at my
39. 1:36number five. It's official. The number
40. 1:38five best performing stock in the public
41. 1:40account of my current positions,
42. 1:43Cheesecake Factory. Another $7,500 up on
43. 1:46that stock here today. now up $150,000
44. 1:49on Cheesecake Factory stock and that
45. 1:51does not include all the dividends
46. 1:53received in that stock up 113%
47. 1:56Cheesecake just and once again in that
48. 1:58return doesn't account for all the
49. 1:59dividends I've received over the last
50. 2:00couple years in that stock as well right
51. 2:03look at SpaceX on the other hand gh I
52. 2:05mean this one's been rough from its
53. 2:07highs it hit recently that stock is now
54. 2:09down uh almost 50% it's basically been
55. 2:12cut in half three core subjects we're
56. 2:14going to speak about here today okay AMD
57. 2:17Micron, AMD specifically, but I will
58. 2:19mention Micron in this video. Where is
59. 2:21this stock headed next? I think that's
60. 2:24what it's on everybody's mind now at
61. 2:25this point in time. They're looking at
62. 2:27like, h things are getting shaky here
63. 2:28with the stock price. Like, what's going
64. 2:30on here? Right. Two, we'll talk about if
65. 2:33stock is if SAS stocks have finally
66. 2:35bottomed and if they have, which stocks
67. 2:37have for sure bottomed and are likely
68. 2:40headed for a much uh higher move here,
69. 2:42and which ones are questionable. We'll
70. 2:44speak about that in this video here
71. 2:46today. Number three, I'm going to give
72. 2:47you the perfect easy money stock to buy
73. 2:50now.
74. 2:52Three core subjects. I hope you guys
75. 2:53enjoyed today's video. One thing, one
76. 2:54thing I only need from you. I need you
77. 2:55to just smash that like button for me.
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83. 3:07subscribed here to the channel. We are
84. 3:08now at I don't even know how many
85. 3:10subscribers, but it's a big big big dang
86. 3:13number. Okay. Also, private group is
87. 3:15back open to accepting applications. I
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89. 3:18back open now at this point in time.
90. 3:20That's full access to all my best
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95. 3:29there. That will be the pinned comment
96. 3:32down there today. All righty, ladies and
97. 3:35gentlemen. Number one, AMD.
98. 3:38Listen,
99. 3:40if we look at AMD over the past 2
100. 3:42months, right, past 60 days roughly, the
101. 3:46stock has gone up, it's gone down, it's
102. 3:47gone nowhere at all, right? The stock's
103. 3:49down 1%. And so, you're looking at AMD
104. 3:51and you're like, hm, this is starting to
105. 3:54get a little questionable in regards to
106. 3:55stock price, right? It's like, okay, the
107. 3:57financials getting really exciting.
108. 3:58We're hearing about all these new
109. 4:00products that AMD has in the pipeline,
110. 4:02right? Uh the the TAM is just getting
111. 4:06bigger and bigger and bigger. This is
112. 4:07really exciting on the fundamental
113. 4:09front, but the stock price front, people
114. 4:11are like down 1% over the past two
115. 4:13months. Has this one already exhausted
116. 4:15the move, right? Or are we just
117. 4:17consolidating and preparing for a much
118. 4:20much larger move to the upside? So,
119. 4:23let's try to pick up some clues here,
120. 4:24right? What about the previous two-month
121. 4:26period? Well, the previous two-month
122. 4:29period, AMD was up 80%. 80% the previous
123. 4:33two-month period. People look at
124. 4:34something like that and this is what
125. 4:36really makes them question. They're
126. 4:37like, "Okay, down 1% past two months.
127. 4:38The previous two months was up 80%."
128. 4:41When you get used to these insane gains,
129. 4:43guess what? When you don't get those
130. 4:46insane gains, you're like, "Uh, is the
131. 4:48stock broken now? Is the stock done?
132. 4:49Have we exhausted our move?" Right? The
133. 4:52two-month period prior to that, the
134. 4:54stock was up 65, flipping, flap, jack,
135. 4:58and percent. 65%. So, you got a 65% gain
136. 5:01in a two-month period. the very next
137. 5:03two-month period, you get another 80%
138. 5:05plus gain. That's insane when you're
139. 5:07talking about on top of each other,
140. 5:09right? But you go back to the previous
141. 5:11two-month period prior to that, guess
142. 5:13what? Stock was down 7%. And it was down
143. 5:17huge from the highs, right? Goes up here
144. 5:19264 and then heads actually under $200.
145. 5:22I don't know if some of you guys got to
146. 5:24pick up some shares back in February,
147. 5:26but the stock was, this is AMD, we're
148. 5:28talking AMD was under $200 just back in
149. 5:30February, right? Incredible. So, it had
150. 5:33a very rough two-month period. You could
151. 5:34have looked at this and back then you
152. 5:36could have said AMD stock's done. The
153. 5:38run's over, right? Look at it's under
154. 5:40200. It's around 200 and the high was
155. 5:43264. It's heading down. Well, guess
156. 5:46what? It headed down Chinatown for a
157. 5:48little bit and then we went straight up
158. 5:49and next thing you know, the stock was
159. 5:51pushing 580. Right now, you go back the
160. 5:54prior two-month period prior to that.
161. 5:56Stock also had a weak run. the stock
162. 5:59tops once again right around 264ish,
163. 6:01right? And then heads down 17%. That was
164. 6:04an ugly two-month period there. So, you
165. 6:06had a ugly two-month period. Then you
166. 6:08had another ugly two-month period. And
167. 6:10it was just like, you know, a lot of
168. 6:12people were questioning AMD at that
169. 6:13particular time. And AMD was facing the
170. 6:16biggest questions in regards to stock
171. 6:18price that it had really since I would
172. 6:20say since uh early 2025 when everybody
173. 6:25was calling advanced money decimator and
174. 6:27advanced money destroyer and all those
175. 6:29sorts of terms, right? So what is the
176. 6:32moral of the story here? Okay, one, you
177. 6:35can't conclude anything from a good or
178. 6:37bad 60-day period, right? You can't look
179. 6:40at a stock on a 60-day period and be
180. 6:42like, "Oh, it's gone down, so that means
181. 6:44the stock's done or the stock's going to
182. 6:46keep going down." No, we can see it
183. 6:48flips easily the other way, right?
184. 6:50Additionally, just because a stock has a
185. 6:52great 60-day period, can't assume the
186. 6:54next 60-day period is going to be great,
187. 6:56right? Cuz we just went up 80 plus% the
188. 6:58previous 60-day period, and guess what
189. 6:59we got for this 60-day period? Negative
190. 7:021% return, right? Number two, listen.
191. 7:06The moves in semiconductor stocks are
192. 7:09intense, right? I mean, you know, 17%
193. 7:12down in a 60-day period, up 65% uh
194. 7:16two-month period, up 80% in two-month
195. 7:18period. The moves are intense. And even
196. 7:20though this uh particular month or two
197. 7:23month span, right? It's only down 1%.
198. 7:26But look at how crazy it's been. I mean,
199. 7:29you know, look, the stock right here is
200. 7:31485,
201. 7:33bounces right up to 555.
202. 7:36That's an incredible move in a matter of
203. 7:37what a week or two there. Then crashes
204. 7:40well kind of crashes right down to 445.
205. 7:43So from 555 to 445 just like that. Then
206. 7:46in a matter of a week or two goes back
207. 7:49to 555 then goes down to 510. Then makes
208. 7:53a move to 580 over the next few weeks.
209. 7:56Then crashes down to you know 480. The
210. 7:59moves are insane. That's semiconductor
211. 8:01stocks. Welcome to semiconductor stocks.
212. 8:03It's not for the faint of heart. The
213. 8:05moves are dramatic. You'll get 20% moves
214. 8:09to the upside and downside in a matter
215. 8:11of a week or two and your flapjacks are
216. 8:13on your head and you're like, "What is
217. 8:15going on here?" Okay, that that's
218. 8:17semiconductor stock. Now, it's going to
219. 8:19get crazier. It's going to get way
220. 8:21crazier. Okay, six trading days from
221. 8:24now, we are going to have the AMD
222. 8:27numbers out, right? This is a huge
223. 8:29earnings on many fronts, but the
224. 8:32guidance the guidance is huge. Okay.
225. 8:36Now,
226. 8:38with that being said, where do I see the
227. 8:40stock going before earnings? Okay. So,
228. 8:42let's talk about over this next six
229. 8:43trading days. And where do I see the
230. 8:44stock going over the next 60 days? Now,
231. 8:47before I get into that, let me just say
232. 8:48this. Okay, listen. I don't I I have an
233. 8:52opinion on where the stock is headed
234. 8:54over the next 60 days. I have opinion on
235. 8:55where the stock is headed over the next
236. 8:5660 days. You will not see me make any
237. 8:58short-term moves just because I feel the
238. 9:01stock is going here or there based upon
239. 9:03my 18 years of experience in the market.
240. 9:05I'm not playing those foolish games. No,
241. 9:07no, no, no, thank you. Okay, a stock
242. 9:11like AMD has me very excited for the
243. 9:12next several years and
244. 9:16the stock has done me very well. Okay,
245. 9:18so with that being said, where do I see
246. 9:20the stock going over the next six
247. 9:21trading days and over the next 60 days?
248. 9:23Okay, here we go. I believe, and this
249. 9:28seems dramatic because the stock right
250. 9:30now is in the 400s. I think this stock's
251. 9:32going to all-time highs before earnings
252. 9:34come out.
253. 9:36That's six trading days from now. To
254. 9:38take out all-time highs, you know, we
255. 9:40got to go 580 plus, right? That's a big
256. 9:44move up. But I have always kind of
257. 9:47foreseen this stock going to all-time
258. 9:48highs before the earnings come out. And
259. 9:50the reason being is I think a lot of
260. 9:53people are of the understanding that the
261. 9:55guidance is going to be really good,
262. 9:57really good. The conference call is
263. 9:59going to be really good. And I think I
264. 10:04think after this earnings, AMD will be
265. 10:07viewed as the stock you must own in the
266. 10:11stock market. There's always got to be
267. 10:12that one stock in the market that's
268. 10:15like, "Dude, you got to be in the stock.
269. 10:17What are you not doing in it?" And I
270. 10:19think AMD clearly takes that mantle
271. 10:22after the surge. I could be wrong.
272. 10:24Guidance is just like a little ahead of
273. 10:26expectations. It would be disappointment
274. 10:27to me and to a lot of people out there,
275. 10:29but I think they're going to come
276. 10:30through with the big boy guide and it's
277. 10:32going to be significantly significantly
278. 10:34above Wall Street expectations and that
279. 10:37is going to be like a supercharger
280. 10:39behind the stock. And then everybody's
281. 10:41going to be looking at AMD. It's going
282. 10:42to cross a trillion dollar plus market
283. 10:43cap and everybody's going to be like,
284. 10:44"You've got to be in AMD. If you're not
285. 10:46in AMD, what are you doing?" Right? And
286. 10:48so it will get the whole momentum which
287. 10:51in my opinion at least carries through
288. 10:52the fourth quarter of this year and
289. 10:54potentially into the first quarter of
290. 10:56next year. Okay. Now what do I see 60
291. 10:58days out? I see an AMD stock
292. 11:01over $700.
293. 11:04That's what I foresee here. Right?
294. 11:06That's what I think is going to go on
295. 11:08here. Right? With that being said,
296. 11:10public count nearly $4.4 million. Right?
297. 11:13We built this portfolio brick by brick
298. 11:16since 2018. Right. Not from options
299. 11:20because you look at something like this
300. 11:21and you say, "Man, Jeremy, pretty dang
301. 11:22confident. Stock's going 700 plus. Why
302. 11:24not play some call options on that?"
303. 11:27Nah, I'm good. I'm good. I own a lot of
304. 11:29shares of AMD. If what I think's going
305. 11:31to play out plays out, I'm going make so
306. 11:32much money. I don't even need to mess
307. 11:34around with options. Okay, we built that
308. 11:36portfolio not from options, right? Who
309. 11:38knows what could happen over the next 60
310. 11:40days? What if the guidance from AMD's
311. 11:42just comes in line? Be a big
312. 11:43disappointment, right? What happens if
313. 11:46uh I don't know, the whole stock market
314. 11:48crashes for the next 60 days because of
315. 11:50drama. I don't know. Like, you never
316. 11:52know. So, I'm not going to place
317. 11:53short-term call option bets because I
318. 11:55think AMD is going 700 plus. Plus, you
319. 11:57have to pay huge premiums cuz there's a
320. 11:59decent probability AMD is going 600 plus
321. 12:01in the next 60 trading days, if not 700
322. 12:03plus. So, the premium you have to pay is
323. 12:06substantial. So, it's not like you make
324. 12:08nearly as much money as you think you're
325. 12:10going to make, and you're taking a huge
326. 12:12risk cuz guess what? They might expire
327. 12:14worthless and it might be completely out
328. 12:16of your control, right? We didn't build
329. 12:18the public account through margin and
330. 12:20short-term plays. No, no, no, no, no.
331. 12:23Okay. So, that's the way I look at a
332. 12:25game like this where I'm like, gosh, I
333. 12:27see significant upside um for the short
334. 12:30term for AMD, but I'm not going to, you
335. 12:33know, mess around with that whole game
336. 12:35right now. Something I always teach my
337. 12:37private group members is you're building
338. 12:39your portfolio for the next five, seven,
339. 12:4110, 15, 20 years. And so when you think
340. 12:45like that, right, GVD, building a GVD
341. 12:48portfolio, growth value, dividends, you
342. 12:50don't get into all this foolishness of
343. 12:52like, well, because I think the stock's
344. 12:53going to this price, I'm going to play
345. 12:55short-term options on it or I'm going to
346. 12:56margin out or I'm going to go all in the
347. 12:58stock just for the earnings period for
348. 13:00the next 60 days or something like that,
349. 13:01right? We're trying to build portfolios
350. 13:03that are great for the next 5, 7, 10,
351. 13:0415, 20 years. We think bigger. We think
352. 13:07way bigger than what's going to happen
353. 13:10in AMD stock over the next 60 trading
354. 13:12days or any stock over the next trading
355. 13:14days or the market in general, right?
356. 13:17And so we're like above we're above
357. 13:20that, right? And that's something I
358. 13:21teach everybody and that's how you stay
359. 13:22focused and that's how you actually
360. 13:24scale to big dog numbers as the years
361. 13:26tick on, right? And since I started the
362. 13:28private group many years ago, I mean,
363. 13:29the amount of people we've seen scale to
364. 13:32six figures, multi6 figures, seven
365. 13:33figures, multi7 figures, eight figures,
366. 13:35it's a ridiculously long list of
367. 13:38individuals, right? And so that's stay
368. 13:40focused on the long term, right? We can
369. 13:42all have our opinions, but don't let
370. 13:44that clout your moves, right? Now,
371. 13:47additionally,
372. 13:49I believe Micron MU is going to bounce
373. 13:53along with AMD, right? And so when AMD
374. 13:56starts this next upward move which who
375. 13:58knows it might not happen right I
376. 14:00believe it is but when it does uh Micron
377. 14:03should move along with AMD again and my
378. 14:05opinion on Micron here is you know that
379. 14:08stock topped at 1,200 and some change uh
380. 14:12back what was that last month right when
381. 14:14it comes to Micron I think it's a like
382. 14:17if I had to put odds on it right I live
383. 14:19in Vegas we put odds on everything uh
384. 14:2180% probability micron
385. 14:24sees that at 1,200ish range again. Okay.
386. 14:28If I Now, some people believe Micron's
387. 14:29going to 1500. My opinion, Micron goes
388. 14:32to 1500. I would say that's like a coin
389. 14:34flip. That's like a 50/50. And then some
390. 14:36people believe Micron's going 2,000,
391. 14:38right? I think there's a lower
392. 14:40probability of that. I put that at about
393. 14:4220% probability in terms of Micron going
394. 14:452,000 plus. Now, the case for Micron
395. 14:47going 20,000 plus is, hey, the
396. 14:48valuation's so low. Look at the pees.
397. 14:50Look at the forward PES. 4 PM micron
398. 14:52might be, you know, it's debatable right
399. 14:56now. It could be a four, it could be a
400. 14:58six, right, as far as a forward P, but
401. 15:01you got to understand like to pay 2,000,
402. 15:05then you're you're paying potentially an
403. 15:07eight or a 10 forward P for the stock.
404. 15:10And people might not want to pay that
405. 15:12big of pees because we're in a
406. 15:14historically insane upward cycle for
407. 15:18memory prices. That is long-term not
408. 15:21sustainable. Right now, some people
409. 15:22might feel like this time's different.
410. 15:24Memory price is only going higher.
411. 15:25Micron's only going to make more money
412. 15:27in 27 than they did in 26. And then
413. 15:30they're going to make even more in 28
414. 15:31than they did in 27. They're going to
415. 15:33make even more in 29 than they did 28.
416. 15:35My opinion is
417. 15:37we're just going through another super
418. 15:39cycle. it's going to end how they all
419. 15:40end, right? With memory prices then
420. 15:43starting to flatline, then start to go
421. 15:45down um and then probably go down quite
422. 15:47substantially and then eventually bounce
423. 15:49back, right? And so it's the same game,
424. 15:52right? And I feel like that's for all
425. 15:54these companies, Nvidia, AMD, uh
426. 15:57Broadcom, all these companies, they're
427. 15:59in a massive boom cycle right now. boom
428. 16:02cycle lasts probably another, you know,
429. 16:05it's debatable, I would say 18 to 36
430. 16:09months. Then we got a flatline and then
431. 16:11we got a down cycle ahead. And so that's
432. 16:14just semiconductor stocks. And so when
433. 16:16they're on the upswing, it's fun, man.
434. 16:18It's a party.
435. 16:20When they start going flatline, you
436. 16:22know, you are you got to already have
437. 16:23moved on. you got already have moved on
438. 16:25because by the flatline cycle comes the
439. 16:28stock's already down 50 60 70 80%
440. 16:31depending upon what type of company
441. 16:32you're in at that particular time right
442. 16:34so but anyways Micron I think goes on
443. 16:37the AMD party that's my opinion and of
444. 16:40course maybe the party never exists so
445. 16:42that's something to keep in mind there
446. 16:43but I think the party does exist high
447. 16:45probability of it and MU will go along
448. 16:46with it and next thing you know you'll
449. 16:48see MU back well over $1,000 again if
450. 16:51not approaching that $1,200 plus range
451. 16:53once again. Okay. All righty then. Next
452. 16:56up here, let's talk about have SAS
453. 16:57stocks finally bottomed. We'll speak
454. 16:59about Service Now and Salesforce and
455. 17:01Palunteer and all these sorts of stocks.
456. 17:03Then we'll talk about the perfect easy
457. 17:04money stock to buy now. Okay. So, first
458. 17:07off, listen, I hope they've all
459. 17:10bottomed. Uh, so I have some substantial
460. 17:13positions in the public account that are
461. 17:15SAS related, right? Palunteer gets
462. 17:18thrown in that category. That's a
463. 17:19$131,000 position. Service Now gets
464. 17:22thrown in that category, right? Service
465. 17:24Now sitting on $7,000 of profit so far.
466. 17:27Palanteer, $124,000 of profits. You
467. 17:30know, obviously I took the far majority
468. 17:31of my profits already in Palunteer last
469. 17:33year, right? Um that's $128,000
470. 17:36position. And then we got Salesforce,
471. 17:38which down 24K on $184,000 position. So
472. 17:42do the math on that. That's way over
473. 17:45$400,000 I have in SAS type companies,
474. 17:49right? And so naturally, I I don't
475. 17:51really want to put more money in those
476. 17:53stocks. I'm good with what I have in the
477. 17:55public account in those positions. So
478. 17:57like my hope is they go up, right? So
479. 18:01I'm a little biased, but I kind of try
480. 18:03to always look at
481. 18:06what is my actual opinion. Okay, so the
482. 18:08easiest one to call a bottom in in that
483. 18:11we've already bottomed and we're heading
484. 18:12up from here is Service Now by a mile.
485. 18:16Okay, this is a year-to- date of service
486. 18:18now, right? This one's showing you the
487. 18:20clearest bottom of any of the stocks,
488. 18:22just to be honest, right? So, we hit
489. 18:24that bottom in April. Keep in mind that
490. 18:26April time frame, that was peak
491. 18:28negativity in regards to the SAS space.
492. 18:32I mean,
493. 18:34never in my time of being in the stock
494. 18:36market since '08 have I seen everybody
495. 18:38so negative on on SAS related companies.
496. 18:40Never. That was the peak fear negativity
497. 18:45like no one's going to use SAS anymore.
498. 18:46They're only going to use I don't know
499. 18:48LLM somehow and you know Claude and
500. 18:51products from Anthropic and all these
501. 18:52other companies. And so that was just a
502. 18:54viewpoint at that particular time and it
503. 18:55was just brutal. Right now since that
504. 18:58time period when the stock bottomed in
505. 19:00the 80s there every time the stock goes
506. 19:02down it doesn't even it doesn't it
507. 19:06doesn't go down to that price. It's it's
508. 19:08a higher low every single time, right?
509. 19:11So, here we got a higher low. The next
510. 19:12one, the next go round on the downside,
511. 19:15another higher low. The next go round,
512. 19:17another higher low. The next go around,
513. 19:20another higher low. So, we've now had,
514. 19:22you know, four periods when the stock
515. 19:25goes down of higher lows essentially,
516. 19:28right? So, I think that's something
517. 19:30that, you know, from that April bottom.
518. 19:31So, I think that's something worth
519. 19:32looking at and being like, okay, every
520. 19:34time this stock does go down, so you
521. 19:36know, there's going to be the next time
522. 19:37it goes down, it's going to be a new
523. 19:39higher low again likely, right? And so,
524. 19:42this shows you like a confirmation of
525. 19:44like investors are willing to buy the
526. 19:47dips on Service Now. And so, it can't
527. 19:49push down to where it used to be able to
528. 19:51push down to, right? Unless there's such
529. 19:53a big fundamental change in Service Now
530. 19:55that would get the stock to capitulate
531. 19:56so bad that it would break that April
532. 19:58bottom or something like that, right?
533. 20:00But that would need to be very very very
534. 20:02bad. So has Service Now bottomed? Yes,
535. 20:05unless the fundamentals of the entire
536. 20:07company completely disintegrate. Outside
537. 20:09of that, yeah, the the bottom is already
538. 20:11in for Service Now. And in I think this
539. 20:13recent run is bigger confirmation cuz
540. 20:16with the Service Now
541. 20:19latest earnings report, the
542. 20:20profitability took a big hit that
543. 20:22quarter, right? And additionally, the
544. 20:24revenue guide wasn't exciting. So with
545. 20:27both of those in there, the fact that
546. 20:29the stock didn't even remotely close get
547. 20:32close to like a new bottom and it
548. 20:34actually was a higher bottom than the
549. 20:37previous bottom. That's actually a very
550. 20:39bullish signal there. Okay, next one up
551. 20:41here. Palanteer,
552. 20:43listen. Palunteer is questionable. Okay,
553. 20:47it's a questionable bottom now at this
554. 20:49point in time. This stock went under
555. 20:51110, you know, just uh last month,
556. 20:54right? But this one's a questionable
557. 20:56bottom. And the reason being is
558. 20:57Palanteer is about to, when I say about
559. 21:00to, it's either this quarter or next
560. 21:01quarter likely going to start to see
561. 21:03their revenue growth decelerate. That
562. 21:05does not mean their revenue growth is
563. 21:07going negative for anybody that's new to
564. 21:09the market watching this video right
565. 21:10now. It's a deceleration and it's going
566. 21:12to occur either likely this quarter or
567. 21:14next quarter in my personal opinion. And
568. 21:16so, how does a market take that? How do
569. 21:19investors take that when the top's
570. 21:21finally been called in terms of revenue
571. 21:23acceleration? Right? I don't know.
572. 21:25That's going to be really interesting.
573. 21:27And so it's going to be a big test for
574. 21:29Palanteer stock when that does happen
575. 21:32because you haven't got that yet. It's
576. 21:33just been accelerating, accelerating,
577. 21:35accelerating growth for, you know,
578. 21:36quarters and quarters and quarters and
579. 21:37quarters and quarters now at this point
580. 21:38in time. But either this quarter, next
581. 21:41quarter, we're going to finally have it
582. 21:42hit where it's like, oh shoot, like
583. 21:44Palanteer's revenue growth is
584. 21:46decelerating. Of course, maybe that
585. 21:47doesn't happen. Palanteer is uh just
586. 21:50accelerates revenue growth for all of
587. 21:51eternity. But considering no company
588. 21:53ever has done that and no company ever
589. 21:55will do that, it's not happening. Okay,
590. 21:57so the moral of the story is we're about
591. 21:58to get a really interesting test for
592. 22:00Palanteer. So I think it's dangerous to
593. 22:02call a bottom in Palunteer. Now at this
594. 22:04point in time, we got to wait to see how
595. 22:06the investors and how the market reacts
596. 22:08to a revenue growth dell. Okay, what
597. 22:12about Salesforce CRM? Big investment for
598. 22:15me.
599. 22:18If we get a scenario here when the
600. 22:20Salesforce numbers come out, which
601. 22:21Salesforce numbers are still a little
602. 22:23while away, okay, if Salesforce CRM
603. 22:26revenue accelerates, the bottom's
604. 22:29already in for for Salesforce and the
605. 22:31stock's going really high, a lot higher
606. 22:33from here essentially. Okay, but we got
607. 22:35to get a nice revenue acceleration. I'm
608. 22:37talking a 14 15% revenue growth number.
609. 22:40If they could do 16%, it'd be even
610. 22:42better. We also got to get a good
611. 22:43guidance. You get a good revenue
612. 22:45acceleration ahead of Wall Street
613. 22:47expectations. You get a good guidance
614. 22:49number ahead of Wall Street
615. 22:50expectations.
616. 22:52Like this stock's going back to the
617. 22:53twos, right? Back to 200 plus. But if
618. 22:57there's weak guidance, I I think we got
619. 23:00a questionable bottom here. If they
620. 23:02guide for like 11% or even 12% revenue
621. 23:05growth for next quarter, especially if
622. 23:07it's 10%. Uh we might be going right
623. 23:10back down to 150. Okay. So that's that's
624. 23:13what I'll say about that. Right now do
625. 23:15keep in mind Salesforce is led by Mark
626. 23:17Beni off. You got to understand there
627. 23:20are certain CEOs that Wall Street loves
628. 23:23to bet on. Wall Street loves Mark Beni
629. 23:25off. They love Mark Beni off. Okay. So
630. 23:29if the guy is good, if the revenue comes
631. 23:32in with a nice beat and remember
632. 23:33profitability is actually not the main
633. 23:35worry in the short term with the with
634. 23:38the SA, you know, Salesforce Service Now
635. 23:40type stocks. people are really just
636. 23:42concerned about revenue growth, right?
637. 23:44And and you know, because if your
638. 23:45revenue growth is quite a bit higher
639. 23:47than expectations and the case around
640. 23:49you being a uh a casualty in this whole
641. 23:54AI um war, right, it it starts to erode.
642. 23:58So, they love betting off. Why do they
643. 24:00love betting off? He's made he's made
644. 24:02Wall Street and he's made big money,
645. 24:03fortunes of money over time, right? They
646. 24:05built this company from a nothing
647. 24:07company 20 25 years ago into this
648. 24:11gigantic SAS company that's just you
649. 24:13know gobbles up competitors and gobbles
650. 24:16up you know uh new exciting new products
651. 24:19and those sorts of things and so at the
652. 24:21end of the day like they want to buy
653. 24:24Salesforce stock and that's why I say
654. 24:26like if the revenue comes in has a
655. 24:28decent beat there and the guidance is
656. 24:29quite a bit ahead of Wall Street by at
657. 24:32least two percentage points
658. 24:35this stock could pop 10 20% on those
659. 24:38earnings like significantly. And you'll
660. 24:40see the stock back with a two in front
661. 24:41of it again. They love them. They want
662. 24:43to own it, but they just don't feel
663. 24:45comfortable because the revenue growth
664. 24:47has
665. 24:49been lagging. Got to come through with
666. 24:50the big numbers and then we'll get a
667. 24:53clear like, oh, this stock has bottom
668. 24:55and we're moving up from here, right?
669. 24:56And then it'll be party time in regards
670. 24:59to that. Okay. So that was Service Now,
671. 25:01Salesforce, Palunteer, my opinion on if
672. 25:04those stocks have bottomed and where
673. 25:06those stocks are headed from here. Okay,
674. 25:08number three. Hope you guys are enjoying
675. 25:09this. Hope you get a lot of value out of
676. 25:11it. Number three, let's talk about a
677. 25:12perfect easy money stock to buy. Now,
678. 25:15okay, listen.
679. 25:19On Saturday night, right, I was with a
680. 25:22friend. We went to play craps at Green
681. 25:25Valley Ranch. And man, this guy, this
682. 25:27this older gentleman, he was having he
683. 25:30was just rolling those dice, man. And I
684. 25:33only play with $300 if I ever go to the
685. 25:35casino because a friend wants to go or
686. 25:37family member or something like that,
687. 25:38right? Cuz no matter what how much I
688. 25:39play with, like I lose or make like six
689. 25:42figures plus every single day I wake up
690. 25:44in the stock market. So, you know, it's
691. 25:45nothing I'm going to be all play with.
692. 25:47The casino is going to get me going. So,
693. 25:48it's just for fun, right? So, I turn my
694. 25:50300 into just under a,000. I tip the
695. 25:53dealers out and then I got 900 bucks.
696. 25:55So, I take my 900 bucks and then we go
697. 25:56to zero zero bond at the win after,
698. 25:58right? And we're waiting for the ladies
699. 26:01to get done their thing they were doing.
700. 26:03So, they were supposed to meet us there.
701. 26:05And so, now we're playing roulette,
702. 26:07right? And I got my $900 and I'm betting
703. 26:1225 bucks on like the zero, the two, the
704. 26:15one, the three. I'm like doing dumb
705. 26:17bets, right? I mean, all bets are dumb
706. 26:19at the casino, but this is extra dumb
707. 26:21and it's super risky, but I'm like just
708. 26:23trying to hit something crazy, right?
709. 26:25And so, I lost all $900.
710. 26:29All all the profit I made at Green
711. 26:30Valley Ranch and then all the uh uh the
712. 26:33other $300 I initially started with,
713. 26:34lost it all. Right now, what I just
714. 26:36described to you right there, that is
715. 26:39how investors play the market sometimes,
716. 26:42right? And especially not experienced
717. 26:45people, maybe people in their first year
718. 26:47or two, they're trying to hit the big
719. 26:49one. They, you know, and so they are
720. 26:51taking these gamles and taking these
721. 26:53risks that are just not intelligent,
722. 26:56right? They're hoping to hit the next
723. 26:58Tesla. They're hoping to hit the next
724. 26:59Palunteer and they don't understand you
725. 27:01got to let those stocks come to you. You
726. 27:04can't force it. You can't force it.
727. 27:07Hoping you hit hit the big one. No.
728. 27:10Okay. No. Same thing in baseball, right?
729. 27:13You know, you could swing every time for
730. 27:15a home run, but you're going to strike
731. 27:17out. There's nothing wrong with hitting
732. 27:19a single. There's nothing wrong with
733. 27:21hitting a double. And the same exact
734. 27:23thing in the stock market. Don't think
735. 27:25like the only way to, you know, have
736. 27:28success in this game is you got to
737. 27:30always find the home run. The home runs
738. 27:32will come to you when they come to you.
739. 27:34build a great portfolio around GVD,
740. 27:37growth stocks, value stocks, dividend
741. 27:38stocks, so you can like make it out to
742. 27:42the other side of bare markets so you
743. 27:43can thrive in the bull markets. And
744. 27:45there's going to be some times that you
745. 27:46invest into a stock that you think is
746. 27:48just a single double situation and it
747. 27:50ends up being way better than that. And
748. 27:52there's going to be plenty of stocks
749. 27:53that you invest in and you're really
750. 27:54hyped on and you're really excited about
751. 27:56and you think it's the next home run.
752. 27:58You think it's the next Palanteer or the
753. 27:59next Tesla or the next AMD or the next
754. 28:01Meta or whatever. And guess what? It's
755. 28:04not going to be and you're going to lose
756. 28:06a lot of money. And so that's where
757. 28:08building a great portfolio of growth
758. 28:10value dividend stocks all around comes
759. 28:13in handy. That's where diversification,
760. 28:14that's why, you know, I preach if you're
761. 28:17going to be an individual stock picker
762. 28:18like me, 10 to 25 stocks. If you're been
763. 28:22super experienced in the market, you got
764. 28:23tons of money, you could take it up to
765. 28:25maybe 25 positions, right? If you're
766. 28:28more modest amounts, maybe 10 stocks, 15
767. 28:30stocks, 20 stocks, something like that,
768. 28:32right?
769. 28:34So,
770. 28:35here's the deal, okay? There's this
771. 28:37company. It's a beautiful company. Their
772. 28:39latest quarterly results just came out.
773. 28:41I rated them an A minus. This company
774. 28:43comes through with their numbers almost
775. 28:45every quarter. They got a super stable
776. 28:47business model. Super stable business
777. 28:49model. I'm going to show you my
778. 28:50projections just a minute and where the
779. 28:51stock's headed and you'll realize, gosh,
780. 28:53this is a pretty darn attractive
781. 28:55opportunity here, right? And even my
782. 28:57bare case on the stock's very
783. 28:58attractive, but their revenue growth was
784. 29:01low double digits in the latest quarter.
785. 29:04They have one spending problem on this
786. 29:06one line item here. Now, the big thing
787. 29:09with this one line item where their
788. 29:11expenses are really high is take a peek
789. 29:14at this over time. So, this particular
790. 29:16line item was 1.3 billion, right? Then
791. 29:18it goes to almost 1.5 billion. Then it
792. 29:20jumps up to 1.95 billion. Okay. Then a
793. 29:25very modest increase to 1.97 billion. In
794. 29:29this latest quarter it actually
795. 29:30decreased to 1.94 billion. Which means
796. 29:34after next quarter they're going to
797. 29:36start comping against all these quarters
798. 29:38where they're like at a $2 billion run
799. 29:39rate, right? Which means this particular
800. 29:42line item the growth there is going to
801. 29:44be much more modest. This was just an
802. 29:46insane year in terms of how much they
803. 29:48increased their expenses here. So, the
804. 29:51moral of the story is here, this
805. 29:54insanity of this particular line item
806. 29:56where it's like 50% growth, it's about
807. 29:59to get a lot more modest over the next
808. 30:01several quarters. And suddenly, what is
809. 30:05that going to mean? I'll tell you what
810. 30:07it's going to mean. The earnings per
811. 30:08share is going to jump sign
812. 30:10significantly because the revenue growth
813. 30:12is going to keep coming through.
814. 30:14Meanwhile, that line item is not going
815. 30:16to be showing insane growth. And so, the
816. 30:17earnings per share growth in future
817. 30:19quarters is going to start getting
818. 30:22very exciting. And this line item that
819. 30:25could scare investors away right now is
820. 30:26going to stop scaring people nearly as
821. 30:28you know, not nearly as much. So, that's
822. 30:32very, very, very, very good news. Okay.
823. 30:35Now, the other line item was a little
824. 30:36questionable was 13% growth here in this
825. 30:38particular line item. But if you look
826. 30:40here, they had a comp. They did an 8 817
827. 30:43number here, right? But they had to comp
828. 30:46that against a 720. So the next quarter
829. 30:48coming up here, they're going to be
830. 30:49comping against a 751. So I wouldn't be
831. 30:51surprised if that number shows lower as
832. 30:53well. Maybe that's like a 10% growth
833. 30:55year-over-year or something like that.
834. 30:56And then after that, then they comp.
835. 30:59So this company
836. 31:01is going to keep coming through because
837. 31:02it's a membershipbased model. They're
838. 31:04going to keep coming through with the
839. 31:06respectable double-digit growth, but the
840. 31:09expenses is not going to be nearly as
841. 31:11much of a problem, especially after the
842. 31:13next quarter, which means earnings per
843. 31:15share could get very exciting for this
844. 31:16particular company. And this particular
845. 31:18company is American Express. I think
846. 31:22this represents the perfect easy single
847. 31:25or double type stock, right, that you
848. 31:27can just own. you can buy a big stake
849. 31:29in, you can own it, make your dividends
850. 31:31on the stock, make capital appreciation
851. 31:33over time, and just be able to sleep
852. 31:36well at night, right? And I'll show you
853. 31:37my projections for the stock. And I
854. 31:39think they're going to be pretty
855. 31:40astonishing to a lot of individuals out
856. 31:41there. Keep in mind, American Express is
857. 31:43one of Warren Buffett's biggest
858. 31:45positions. Okay, here we go. This is my
859. 31:48bull case for Amex. Uh 10% revenue
860. 31:51growth, not a crazy number at all. 15%
861. 31:53net income growth, right? 30 to 35p
862. 31:55they'd be able to command for this sort
863. 31:57of business model at those sorts of
864. 31:58growth rates consistently right and keep
865. 31:59in mind they're going to likely buy a
866. 32:00lot of shares back as well in this
867. 32:02scenario I'd get probably a 30%ish kagar
868. 32:05compound annual growth rate here my base
869. 32:07case this is what I actually expect
870. 32:09right 8% revenue growth 12% net income
871. 32:12growth 28 to 33p I think is fair for a
872. 32:15company like ax growing at these sorts
873. 32:16of growth rates and we're talking about
874. 32:18a mid20s compound annual growth rate I
875. 32:21mean that's I like that I like that a
876. 32:24whole lot. What about my bare case? My
877. 32:26bare case still gets me double digit
878. 32:28returns. This is why I have to bet on
879. 32:30Amex stock right now. I'm going to get
880. 32:32double digit returns from a bare case. A
881. 32:34bare case. Look at this. My bare case is
882. 32:38depressing. 5% revenue growth on average
883. 32:41over the coming years. 8% net income
884. 32:43growth on average over the coming years.
885. 32:4520 to 25 PE and I still get 10 to 16%
886. 32:49compounded annual growth rate.
887. 32:53Amex stock is an easy money stock in my
888. 32:57personal opinion and we'll see how that
889. 32:58plays out over the next few years. Okay,
890. 33:00I hope you guys really enjoyed today's
891. 33:01video. I hope you loved it. We got
892. 33:03earnings in Sandy coming. I'm going to
893. 33:04try to keep you guys up to date with
894. 33:05everything going on out there. If you
895. 33:07are somebody that you, you know, you
896. 33:08kind of want to take investing a lot
897. 33:10more serious than what you've been
898. 33:11taking, you actually want to know this
899. 33:12stuff all on a high level. You want
900. 33:13access to all my best course
901. 33:15curriculums. You want access to my
902. 33:17private Discord chat. You want access to
903. 33:19thousandx.com. You want access to
904. 33:21exclusive weekly videos, me teaching you
905. 33:23all this stuff, me showing you the moves
906. 33:25I'm making in the market. That will be
907. 33:26the pinned comment down there. Let's get
908. 33:27you up to a much higher level than where
909. 33:29you're at. And we will send you your
910. 33:30steel membership cards when you join us
911. 33:32in the 1000X card, the private group
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