This Stock will Change Early Investors LFE‼️ — Transcript

Full transcript

1. 0:00Well, you got to be flipping my
2. 0:01flapjacks just perfectly. Look at that
3. 0:04move here today, ladies and gentlemen.
4. 0:06$87,000
5. 0:08move in the public account. We are
6. 0:10inching closer and closer to $5 million.
7. 0:15Okay, so we have some big things to get
8. 0:17into in this video here today. By the
9. 0:19way, my camera, it's going to be back
10. 0:21next week. Okay, this is probably my
11. 0:23last video I'm going to record with no
12. 0:25camera, but we will be back. Okay, I
13. 0:27know I've seen a lot of comments, a lot
14. 0:29of speculation and all that good stuff.
15. 0:31Okay. All righty. So, here we are. Okay.
16. 0:33We got a stock market in party mode,
17. 0:35right? And I'm seeing uh memes like this
18. 0:37out here, right? The Fed increased
19. 0:38interest rates. Inflation and debt are
20. 0:40out of control. The Iran war isn't
21. 0:42ending anytime soon. And AI might kill
22. 0:44us all. Meanwhile, the stock market's
23. 0:46dancing around having a good old party,
24. 0:48right? H AMD,
25. 0:52here we go again. Look at that move in
26. 0:54AMD here today in the public account.
27. 0:56Wow. Now, $1.1 million
28. 1:01in gains. $1.1 million in gains in the
29. 1:04public account alone on my AMD position.
30. 1:07Here we go again. It's starting to run,
31. 1:09right? And uh this is what AMD does. It
32. 1:11goes dormant for a bit and then it
33. 1:13absolutely just starts going through a
34. 1:15ripper rally. And uh we have started it
35. 1:17again now at this point in time. So this
36. 1:19posted here today uh out there. I
37. 1:21thought it was actually really really
38. 1:23interesting around Tom Lee and what he
39. 1:26looks for in growth companies and like
40. 1:29people understanding growth investing,
41. 1:31right? And so he kind of gave a
42. 1:33framework here today that I thought I'd
43. 1:35speak about cuz I've been fortunate to
44. 1:36have some unbelievable growth stocks
45. 1:38that were life-changing stocks just over
46. 1:40the past few years, right? When you
47. 1:41think about Tesla, I believe that was my
48. 1:43first stock that went up uh you know
49. 1:452,000 plus percent, went up, you know,
50. 1:47over seven figures, right? Palanteer a
51. 1:502,000% plus gainer for me. Meta was a
52. 1:52million dollar plus stock. AMD is
53. 1:54obviously a multi-million dollar plus
54. 1:56stock in terms of gains there. So I want
55. 1:58to speak about kind of growth investing
56. 2:00in this video here today as well. Right?
57. 2:02So in this video we're going to do three
58. 2:03things. Okay. One is at the beginning of
59. 2:05this video I want to give you some gems
60. 2:07uh for growth investing and like how to
61. 2:09find great growth stocks, what to look
62. 2:11for, right? And I'm also going to talk
63. 2:12about like how this differs from value
64. 2:14investing which I think is very very
65. 2:16important. Okay. Second subject we're
66. 2:18going to get into in this video here
67. 2:20today is AMD. Some big changes have
68. 2:22happened here with AMD that I got to
69. 2:23speak about and we'll talk about where
70. 2:25AMD is headed from here. And then we'll
71. 2:27talk about a few stocks that are ready
72. 2:28to go through some ripper rallies in the
73. 2:31fourth quarter this year which we are
74. 2:32what less than two weeks away from the
75. 2:34fourth quarter start. And so uh yeah, I
76. 2:36thought that's going to be important to
77. 2:37speak about here today in this one. One
78. 2:38thing one thing all I need from you guys
79. 2:40if you have not already done so do my
80. 2:42sign in the garage says smash a like
81. 2:44button for me. If you could do that for
82. 2:46me, that would mean the world. Also,
83. 2:47make sure you subscribe to the channel.
84. 2:49We are now at how many subscribers on
85. 2:51this channel? 950,000
86. 2:53plus subscribers. I appreciate every
87. 2:55single person that subscribed to the
88. 2:56channel and I appreciate even more of
89. 2:58the people that smash the like button.
90. 3:00Okay. Okay. So, you want to you want to
91. 3:03learn you want to learn how to pick
92. 3:05great growth stocks? Okay. Well, listen
93. 3:08up. I'm about to drop some gems right on
94. 3:10your head. Okay. Listen.
95. 3:12If you want to understand growth
96. 3:14investing on a high level, right,
97. 3:16there's a few things you got to be able
98. 3:18to identify in a company. Right? Now, I
99. 3:21think this was very interesting what Tom
100. 3:23Lee was talking about in regards to
101. 3:25growth investing. Right? Tom Lee was
102. 3:27saying growth investing requires a clear
103. 3:29base and an understanding of the
104. 3:31company's total addressable market.
105. 3:32Total addressable market is TAM. You're
106. 3:35going to hear that talked about a lot.
107. 3:36Okay. He says investors often
108. 3:38underestimate companies by assuming
109. 3:41their future opportunity is limited by
110. 3:43market they already serve. He says new
111. 3:46technology creates uncertainty,
112. 3:49speculation and innovation. But most
113. 3:51investors focus on the on the risk than
114. 3:54the the opportunity. Focus more on the
115. 3:55risk than the opportunity. Okay. So
116. 3:57let's go through these one by one. Okay.
117. 3:58Growth investing requires a clear base
118. 4:00and an understanding of the company's
119. 4:01told addressable market. Yes. Now, how
120. 4:04do you get to a place where you can
121. 4:06really understand the potential TAM of a
122. 4:08company? Listen, you the only way you're
123. 4:11going to get to that place, you've got
124. 4:12to do a crazy amount of study on a
125. 4:15company and in a sector in an industry.
126. 4:17Okay? So, let's say, you know, you were
127. 4:20looking into AMD a year ago or, you
128. 4:22know, two years ago, right? Obviously,
129. 4:24back in 2025, I was loading up on AMD
130. 4:27shares left and right, right? So how did
131. 4:30I get to that place that said Jeremy we
132. 4:33need to be loading up on AMD? I got to
133. 4:35that place by understanding one I
134. 4:37understood what happened with Nvidia,
135. 4:39right, and their opportunity. And then I
136. 4:42started to look at the capex numbers the
137. 4:44companies were spending and kind of
138. 4:45thinking about where capex numbers are
139. 4:47going in future years. And then I was
140. 4:48looking at how Lisa Sue was positioning
141. 4:50AMD in the marketplace and how this
142. 4:53could really boost up numbers for the
143. 4:55company in 26, 27, 28, 29, right? And
144. 4:59understanding them undercutting price,
145. 5:01understanding where the marketplace is
146. 5:02going over time. So it it you know
147. 5:04you're never going to get it perfect but
148. 5:06if you do enough study on a company
149. 5:08right in a sector and look at it from
150. 5:11all the different you know kind of
151. 5:13frameworks around other companies and
152. 5:15what they're investing in or customer
153. 5:17base you can begin to understand the
154. 5:19total addressable market and you're
155. 5:21never going to get it perfect like oh
156. 5:23it's an 800 billion opportunity or 500
157. 5:25billion but you got to understand
158. 5:26directionally roughly where things are
159. 5:27at right so that's number one but that
160. 5:30that takes a lot of work man a lot of
161. 5:32conference calls calls. You got to
162. 5:33listen to a lot of, you know, CEO
163. 5:34interviews. Like the amount of the
164. 5:36amount of CEO interviews and conference
165. 5:38calls I listened to of AMD in 22, 23, 24
166. 5:43start loading up on shares really in 25,
167. 5:45right? It was a lot. And you know, the
168. 5:48rest is history. Next up here, investors
169. 5:50often underestimate companies by
170. 5:52assuming their future opportunity is
171. 5:53limited to the market they already
172. 5:55serve.
173. 5:58Yes, that happens quite often. Listen,
174. 6:01great companies, great companies,
175. 6:04they're going to be able to grow into
176. 6:06new areas that they don't currently
177. 6:08serve. Okay? Great growth companies,
178. 6:11like if I could go I could take you
179. 6:13through any of the greatest growth
180. 6:14companies in the world, and they all
181. 6:16they all do that, right? So, that's
182. 6:19something to keep in mind there. Don't
183. 6:20just, you know, a great growth company
184. 6:22should be growing in ways that you can't
185. 6:24even imagine right now, right? Like,
186. 6:27incredible. Next up here, new technology
187. 6:29creates uncertainty, speculation, and
188. 6:31innovation, but most investors focus
189. 6:33more on the risk than the opportunity.
190. 6:36So,
191. 6:38listen, the stock market is one big game
192. 6:41of what? What do I always tell you guys?
193. 6:43It's a big game of risk, reward, risk,
194. 6:48reward. So, the risk always does need to
195. 6:50be calculated, right? I've seen plenty
196. 6:52of investors waste a lot of money and
197. 6:54I've even wasted plenty of money on
198. 6:56silly stocks that just were not the real
199. 6:59opportunity out there, right? And so
200. 7:02don't matter what, you got to always at
201. 7:03least focus somewhat on the risk, right?
202. 7:06Um and if you if you don't look at the
203. 7:08risk enough, what you're going to end up
204. 7:10doing is putting too much money in a
205. 7:13really dumb stock and losing a crazy
206. 7:15amount. Okay? And so the risk needs to
207. 7:18be calculated. like I I don't ever want
208. 7:20to like diminish that. However, yes, you
209. 7:22got to absolutely focus on the the
210. 7:24reward potential for that company,
211. 7:25right? And um
212. 7:28it comes down to a few things, okay? And
213. 7:31so I'll put it like this, right? If you
214. 7:33have a proven CEO, that helps
215. 7:35tremendously. Oh my gosh, does that help
216. 7:37in a tremendous way. If you've got a
217. 7:38proven CEO who's done it before, that
218. 7:42can help out so big. So, if you think
219. 7:44about some of these companies that I
220. 7:46invested into and made unbelievable
221. 7:48amounts of money, man, they were already
222. 7:50proven before I invested in them. Like
223. 7:52Elon Musk was already very proven before
224. 7:54I started really loading up on those
225. 7:55shares. When is that 2018, 2019? Uh, so
226. 7:58that was already proven. Alex Karp was
227. 8:00very proven in the marketplace as well.
228. 8:02Palent, he'd been building Palunteer
229. 8:04for, you know, uh, probably 15, 20 years
230. 8:06before they ever went public. Meta when
231. 8:09I started buying Meta stock especially
232. 8:11heavy in 2018
233. 8:13uh 2022 right Zuckerberg already been
234. 8:16proven I already did several
235. 8:18acquisitions already been a public
236. 8:19company CEO for a long time and look at
237. 8:21the money we made in Meta right AMD Lisa
238. 8:24Sue listen I wish I would have bought
239. 8:26that stock back when it was $2 and Lisa
240. 8:28Sue was very unproven but I did not but
241. 8:30you know what I did certainly last year
242. 8:32and load up on shares right and now
243. 8:34we've made multiple million dollars on
244. 8:36AMD stock and So that was a very proven
245. 8:40CEO situation. Like Lisa Sue took over
246. 8:42this company. You know, it was like a a
247. 8:44two buck chuck stock. It was a joke. It
248. 8:46was nearly bankrupt. And so she already
249. 8:49proven that she can build a great
250. 8:50company. Right now, you also want to
251. 8:53usually the easiest opportunities that I
252. 8:56find are companies that already have a
253. 8:58proven stable business model and a
254. 9:00proven like customer base. So a lot of
255. 9:02times people will take risk on some
256. 9:05companies that don't already have a
257. 9:08proven stable business model. So I think
258. 9:10about some stocks that really got people
259. 9:12in a lot of trouble, you know, over the
260. 9:14years. Like I remember Virgin Galactic
261. 9:16stock. You guys remember that one? It
262. 9:18might still be a public company. That
263. 9:19one lost a lot of people a lot of money
264. 9:21over time. And uh just not a proven
265. 9:23business model there, right? Uh I think
266. 9:25about you know what another stock was
267. 9:26that used to be really popular back in
268. 9:28the day? It was, man, this stock was
269. 9:31really popular. NEO, NEO stock didn't
270. 9:34have a pro proven stable business model,
271. 9:36right? But it was a very popular stock
272. 9:38back in the day. And I could take you
273. 9:40through a long list of companies that
274. 9:41just didn't have a proven stable
275. 9:43business model. And if I think about
276. 9:45even the ones that I got up into over
277. 9:48the last 18 years that ended up not
278. 9:50being the real opportunity, those
279. 9:52companies usually didn't have stable
280. 9:54business models. They were just very
281. 9:55speculative. It's much easier to bet on
282. 9:58a stable business model and make a ton
283. 10:00of money that way rather than risk the
284. 10:04farm when you know the CEO is not proven
285. 10:07or the business model is not proven,
286. 10:09right? And so we'll give you a really
287. 10:11good example of obviously one of the
288. 10:13most beautiful business models ever,
289. 10:15Apple, right? Apple a great growth
290. 10:18company over the past 20 to 25 years. No
291. 10:21debate, right? So, if we think about you
292. 10:23were an investor of this company over
293. 10:25kind of this 20-year span here, right?
294. 10:27Think about it like Steve Jobs comes
295. 10:31back to Apple in the late 90s,
296. 10:33stabilizes a balance sheet. He was
297. 10:35already a proven CEO, right? Now, they
298. 10:40also stabilized their computer business,
299. 10:41got out of some other businesses and
300. 10:43some bad products they were in, and they
301. 10:45launched the iPod and the iTunes store.
302. 10:46And so, that starts taking off like
303. 10:48crazy around 03 roughly, right? And so
304. 10:52right then and there they already had a
305. 10:54very stable business model. Now you had
306. 10:58to also have an imagination. This is
307. 11:00what Tom Lee kind of talks about here
308. 11:02about new technology creates
309. 11:03uncertainty, speculation, innovation. Uh
310. 11:06you know and investors focus more on
311. 11:07risk and opportunity and investors
312. 11:09underestimate companies by assuming
313. 11:11their future opportunities limited to
314. 11:12market share they already have. Right?
315. 11:14Listen, with a company like Apple,
316. 11:17proven CEO got a stable business model
317. 11:20now at this point in time, right? This
318. 11:22was now a company you could bet on
319. 11:24because you can say this isn't going to
320. 11:25be the only time they innovate. They're
321. 11:28going to come out with other
322. 11:28gamechanging products. They got this guy
323. 11:30Steve Jobsy in the company. He's proven
324. 11:32several times to come out with
325. 11:33innovative products that will take off
326. 11:35and start selling like crazy, right? And
327. 11:37so that would have been a time period
328. 11:39where you could bet on the company. And
329. 11:41listen, if you bet on Apple in ' 03, the
330. 11:44stock had already gone up significantly
331. 11:47from where it was a few years prior to
332. 11:49that. But that's okay. You're not going
333. 11:51to get it at the exact bottom. You know,
334. 11:53if you bet on Apple in 1998, that was a
335. 11:56very bis very risky time to bet on
336. 11:58Apple. The b the business model and and
337. 12:00the the balance sheet were not in a good
338. 12:02place. It was much easier to bet on
339. 12:04Apple in 03, 04, 05 when they already
340. 12:06had stability. Okay, much easier. Maybe
341. 12:09not as much money to be made, but guess
342. 12:11what? You bet on Apple in these years,
343. 12:14you still made life-changing money.
344. 12:16Okay. Did you make as much money? No.
345. 12:19Did you still change your life
346. 12:20completely? Yes. You You would have more
347. 12:23money than you knew what to do with. And
348. 12:25Apple had already proven it, right? So
349. 12:27then Apple comes out and shows off the
350. 12:29iPhone in 2007. New market opportunity,
351. 12:32right? And so that's a great opportunity
352. 12:34to look at an Apple in those days,
353. 12:35right? And this was still before I
354. 12:37entered the market, right? I didn't
355. 12:38enter the market till about here. But
356. 12:41this was a great opportunity like
357. 12:42Apple's growing in a new area. They're
358. 12:44growing in a new space, right? You still
359. 12:46bet on Apple and you can see like how
360. 12:48they're going to be able to grow this
361. 12:49business. Then they come out with the
362. 12:50iPad and show off the iPad in 2010.
363. 12:52Okay, now they're moving it more into
364. 12:54mobile devices, right? And then kind of
365. 12:56around here, they come out with AirPods,
366. 12:58come out with Apple Watch, right? Their
367. 13:00next generation of gamechanging
368. 13:01products. And so like you could see how
369. 13:04this company could keep growing and
370. 13:05growing, growing into new markets. And
371. 13:07uh it wasn't just like you know you
372. 13:10could have looked at it back here and
373. 13:11thought they were only tapped by like
374. 13:12computers and then they come out with
375. 13:13iPod and it's like okay then iPhone and
376. 13:16iPad and like you know what happened in
377. 13:19that Steve Jobs Johnny IV era was what's
378. 13:21legendary obviously right and but you
379. 13:24got to understand like this is where
380. 13:26growth investing differs very much from
381. 13:28value investing okay and so it's very if
382. 13:31you want to become a great growth
383. 13:32investor you also in my opinion should
384. 13:35understand value investing on a high
385. 13:37level. If you don't understand value
386. 13:38investing on a high level, I think
387. 13:40growth investing gets very difficult.
388. 13:43And you know, I I'll tell you to guys
389. 13:45like this. It's like being a boxer and
390. 13:46all you know how to throw is a haymaker
391. 13:48punch, right? Uh it works for a while
392. 13:50until it doesn't and you get punched in
393. 13:52the face and it doesn't quite work so
394. 13:53well, right? You better know your
395. 13:54defense as well, right? So the way look
396. 13:57at Apple today very very different than
397. 14:00like Apple throughout this era. Listen,
398. 14:02if you want to think about investing in
399. 14:04a company like Apple nowadays, right,
400. 14:05it's more of a value stock. So, what do
401. 14:07you need to look at for a value stock, a
402. 14:09dividend paying stock? Well, you need to
403. 14:12look at things like Mo, like how strong
404. 14:15is the business model to fight off
405. 14:16against competitors, right? So, I'd be
406. 14:18thinking about the Apple ecosystem
407. 14:20nowadays. If I was looking at a stock
408. 14:22like Apple, I wouldn't really think
409. 14:23about like where's the next G where's
410. 14:25the ne are they going to launch the next
411. 14:27iPhone? Like, no, they're not going to
412. 14:29launch the next iPhone, okay? They're
413. 14:31going to keep just iterating on their
414. 14:32current products and make those a little
415. 14:34better over time. And you know, that's
416. 14:36going to be that, right? And so it's not
417. 14:38like they need to come out with the next
418. 14:39gamechanging like new product that no
419. 14:42one's ever seen before, right? They need
420. 14:43to just keep making their current
421. 14:45products a little better, a little
422. 14:46better, and a little better over time,
423. 14:47right? So they got a nice mode around
424. 14:49the business with their software side of
425. 14:50the business, right? I'd be thinking
426. 14:52about a company like Apple as like
427. 14:54what's the forward P I'm paying for the
428. 14:56stock versus projected future growth
429. 14:58rates this particular company has and
430. 15:01that would be able to kind of
431. 15:02directionally push me if Apple's a good
432. 15:05opportunity to buy or not a good
433. 15:06opportunity to buy right and so I hope
434. 15:10you guys are really uh you know learning
435. 15:12from all this information I'm giving you
436. 15:14guys here you know around kind of growth
437. 15:16investing how to think about this versus
438. 15:17value investing these sorts of things I
439. 15:18hope you guys are really enjoying this
440. 15:20let me know in the comments section if
441. 15:21you're really enjoying uh cuz we're 15
442. 15:24minutes deep into this baby now at this
443. 15:25point in time. Okay, so here here's like
444. 15:28projections I have for Apple over the
445. 15:30next few years, right? So I I have Apple
446. 15:33doing around 10% revenue growth on
447. 15:35average. I have them doing around 12%
448. 15:37net income growth on average. Right now
449. 15:41for a company like Apple that has a
450. 15:42strong motor around the business growing
451. 15:44these sorts of growth rates, I kind of
452. 15:45have them at a 29 to 34 PE. Right? Which
453. 15:48puts Apple at only a compounded annual
454. 15:51growth rate roughly in with the S&P 500
455. 15:53under this bull case. Right? So in order
456. 15:56for Apple to make a lot of sense as an
457. 15:58investment
458. 16:00one, they have to buy back a ton of
459. 16:02shares over time, right? Because that
460. 16:04would help the earnings per share go up
461. 16:05much more quickly because if you can
462. 16:07grow net income at let's say 12% on
463. 16:09average per year, right? under this bold
464. 16:12case assumption here and you buy back a
465. 16:14ton of shares, you might have your EPS
466. 16:16go up at a 14% clip or something like
467. 16:18that, which then makes your compound
468. 16:20annual growth rate, you should likely
469. 16:21get on the stock higher uh than than
470. 16:24what it's showing here, right? Or you
471. 16:27need Apple to grow at a faster clip than
472. 16:2910% on average per year over the coming
473. 16:31years. If they can do either of those or
474. 16:33both, Apple can return you probably a
475. 16:35double-digit return over the next four
476. 16:38or five years. But if they can't, then
477. 16:41Apple's not actually a very attractive
478. 16:42stock to buy right now. Right? So, under
479. 16:44my under my numbers, Apple's not a very
480. 16:47attractive stock to buy. It's not a bad
481. 16:50stock. It's just there's much better
482. 16:52opportunities in the market in my
483. 16:53opinion over the next four or five years
484. 16:55than something like an Apple, right? But
485. 16:58when I got in the market, right, like my
486. 17:00my focus was really on value stocks. You
487. 17:03know, once I started kind of learning
488. 17:04Warren Buffett stuff, this is like ' 09
489. 17:07into 2010. I really focused on value
490. 17:09stocks. So, I bought stocks like
491. 17:10Walmart, Kimberly Clark, um you know,
492. 17:13Kagra Foods, like very boring companies,
493. 17:15but understanding like how to look at a
494. 17:17PE ratio and look at a business model
495. 17:19for stability and those sorts of things
496. 17:21helped out in a tremendous way. And so,
497. 17:23I would I definitely think it's a great
498. 17:26idea if you guys also make sure you're
499. 17:29not just focusing on trying to find the
500. 17:32next AMD or the next Palunteer, those
501. 17:34sorts of stocks. Like those can be
502. 17:35life-changing stocks if you can find
503. 17:36them. But you also got to build a
504. 17:39portfolio around value and dividend
505. 17:40stocks as well. Like sometimes people
506. 17:42don't want to put in the hard work and
507. 17:45buy some more, let's call it boring
508. 17:48stocks. Listen, there's a lot of value
509. 17:50stocks out there that can give you, you
510. 17:51know, 10, 15, 20% returns a year and are
511. 17:55phenomenal for your portfolio and are
512. 17:58fairly low risk, right? But I think
513. 18:01nowadays a lot of people look at like
514. 18:03you look at my lifestyle nowadays,
515. 18:05right? And I got the house and it
516. 18:06overlooks the whole city, right? Like
517. 18:08this house didn't come overnight. Like I
518. 18:10had a you know how many boring stocks I
519. 18:12had to invest into? You know how many
520. 18:14growth stocks I invest into that didn't
521. 18:16end up being the great growth stocks and
522. 18:18end up wasting a lot of capital? Like
523. 18:20it's, you know, over 18 years that's a
524. 18:23lot, right? And so you got to understand
525. 18:25a long before I found my AMD, my Meta,
526. 18:28my Palanteer, my ELF, my Tesla, like
527. 18:31life-changing stocks like those, right?
528. 18:33Before those, there was Trinity
529. 18:34Industries, there was Hansen's Natural
530. 18:36Beverage, which you guys now know as
531. 18:37Monster, right? There was Cabela's,
532. 18:39there was Cirrus Logic. Those stocks
533. 18:41were very good growth stocks for me, and
534. 18:45I made a lot of money in those. But I
535. 18:47can tell you this was another level up
536. 18:49in regards to that, right? But it had to
537. 18:52I had to start somewhere. So that you
538. 18:53know that was before this. But you know
539. 18:55what was before that? Before those it
540. 18:57was Walmart. It was Kimberly Clark. It
541. 18:59was Kagra Foods. Those boring freaking
542. 19:01stocks, right? And so it's it's like a
543. 19:06don't always focus on just like the
544. 19:08shiny object I guess you can say, right?
545. 19:11And just like you know a lot of people
546. 19:12just want to start at the top and like
547. 19:14find a palunteer. And if you can do
548. 19:16that, great. But I'm just saying like
549. 19:18there's nothing wrong with building it
550. 19:19the way I built it, right? There's
551. 19:21nothing wrong with that. Uh because a
552. 19:23lot of people think they're just going
553. 19:25to jump straight to do what I've been
554. 19:28able to do, right? And they get
555. 19:30themselves in a lot of trouble because
556. 19:33they don't find what I find and they
557. 19:34find some other shiny object that they
558. 19:37think is the next Palunteer and then
559. 19:39they invest into it. Like listen, there
560. 19:42was a stock, you know, there's another
561. 19:43stock um it was called C3AI, right?
562. 19:46C3AI. People thought that was the next
563. 19:48Palanteer. And so I guar there's a lot
564. 19:50of people out there that instead of
565. 19:52buying Palunteer like I bought, they
566. 19:54bought that C3AI company. That C3AI
567. 19:57company. Let me look it up on my phone
568. 19:58right now. I want to see what that stock
569. 20:00is. Let me look it this up. C3
570. 20:04AI
571. 20:05stock. I got to find this right now.
572. 20:08C3AI is a $10 stock. $10 stock. Over the
573. 20:13past five years, that stock has lost 78%
574. 20:16of its value. 78% of its value. And I
575. 20:20can tell you a lot of people got I
576. 20:21guarantee you so many retail investors
577. 20:24got sucked into a C C3AI and bought that
578. 20:26instead of buying Palunteer and they're
579. 20:27down 80% on that stock, right? Instead
580. 20:30of making life-changing gains. And
581. 20:32that's where it's like it's not bad to
582. 20:34start with some value in divs. Get that
583. 20:36game down and then let's start finding
584. 20:38some growth stocks and start building it
585. 20:40that way. Right? Just like I didn't
586. 20:42freaking started an SF90 Ferrari. Okay,
587. 20:44before the SF90, there was a Ferrari
588. 20:47Roma. And before I got the Ferrari Roma,
589. 20:49I had the Model S Plaid. That thing was
590. 20:52too fast. And before I had the Model S
591. 20:54Plaid, I had the Model 3 Performance
592. 20:57Edition. By the way, the Model 3
593. 20:58Performance Edition, one of my favorite
594. 21:00cars I ever had in my life. What an
595. 21:02awesome car that was. And you know,
596. 21:04before I had that car, I had this car
597. 21:06that I bought in like what was that,
598. 21:072018. Was an Alfa Romeo Stelvio SUV.
599. 21:10Man, that car was kind of fun, too. Yep.
600. 21:13I had that before that. You know what I
601. 21:14had before that? Way back in the day, I
602. 21:16had a 350Z. Oh, man. I love that 350Z.
603. 21:19That was my first like nice car I ever
604. 21:22bought. And that was like 2011. I bought
605. 21:24that car, right? And uh you know what I
606. 21:27had before the Z? I had the Hyundai
607. 21:29Elantre with the squeaky belt. Shout out
608. 21:32to all the beautiful ladies that went on
609. 21:34dates in the Hyundai Elantre with the
610. 21:36squeaky belt. You are real ones,
611. 21:38including my wife. Okay, you are the
612. 21:40real ones out there. But you got to
613. 21:41understand, man, this is all a process.
614. 21:43This is all a process. And so, you know,
615. 21:46don't get impatient with it. You know,
616. 21:48it's a process. I developed a private
617. 21:51group back in 2018 and I still run that
618. 21:52to this day. And the whole goal is to
619. 21:54accelerate the process for you guys. So,
620. 21:57hopefully you can have success faster.
621. 21:59You can find opportunities much faster
622. 22:01than um you know, I did in my first few
623. 22:04years, right? But you got to learn all
624. 22:06the stuff like that. You can't just like
625. 22:08fast forward your way to the top. You
626. 22:09don't just go from like the S the
627. 22:11Hyundai Elantre to the SF90. It doesn't
628. 22:13work like that, boys and girls. Doesn't
629. 22:15work like that. You got to put in the
630. 22:16work. You got to invest into yourself,
631. 22:18right? And so, pin comment down there if
632. 22:20you want to join my private group. Get
633. 22:21yourself up to a much higher level than
634. 22:22where you're at. Let me accelerate your
635. 22:24learning and uh put in the work and
636. 22:27you'd be shocked at what you can achieve
637. 22:28over the next 5, 10, 15, 20 years,
638. 22:31right? you know, went from the Hyundai
639. 22:33Elantre and then few years later after
640. 22:35buying that, I got the 350Z. I got the
641. 22:37350Z cuz I got the job at Quick Trip,
642. 22:39right, managing and then I was building
643. 22:41my portfolio. And so by the time I had
644. 22:43the Z, I think I had more in stocks than
645. 22:46the whole car cost essentially. So that
646. 22:48was like a big moment for me like my
647. 22:50whole portfolio is bigger than what I'm
648. 22:52actually spending on this car, right?
649. 22:53And then, you know, when I got the the
650. 22:56Stelvio,
651. 22:57my portfolio probably might have been I
652. 23:00can't remember. I don't Oh, it might
653. 23:01have been a half million dollars or
654. 23:02whatever, right? And then by the time I
655. 23:04got this, the Model 3 Performance
656. 23:06Edition, I think I was already a
657. 23:08millionaire. And then, oh shoot, by the
658. 23:11time I got the Plaid, I was already a
659. 23:12multi-millionaire. By the time I got the
660. 23:15Roma, I was already 8 figure net worth.
661. 23:17And the SF90 is just we're a whole
662. 23:20different level, right? And so, it's a
663. 23:22process. It's a process. I hope you guys
664. 23:23really enjoyed a lot and and learned a
665. 23:25lot from that part there. Okay, AMD,
666. 23:27let's talk about big changes here. Let's
667. 23:28talk about where AMD's headed. talk
668. 23:30about some math in regards to that and
669. 23:31then we'll talk about some stocks that
670. 23:32are ready for some runs before anybody
671. 23:34realizes. Okay, AMD,
672. 23:37listen,
673. 23:39the new run has started. Okay, the new
674. 23:41run in AMD has started. What's the news
675. 23:43here? It is well AMD reportedly prepares
676. 23:4710% price increase as TSMC costs rise.
677. 23:50AMD has notified partners of an expected
678. 23:53roughly 10% price increase tied to
679. 23:56higher TSM waiver costs. According to
680. 23:58report, the increase are expected to
681. 24:01affect AMD accelerators, consumer GPUs,
682. 24:04and motherboard chipsets with new
683. 24:06pricing policies planned for Q4. And and
684. 24:09this is after I just I feel like it
685. 24:11wasn't that long ago I heard about
686. 24:12already another price increase for uh
687. 24:15AMD. AMD relies heavily on TSMC for its
688. 24:18advanced node CPUs and GPUs, making
689. 24:20wafer pricings a key input cost. Okay,
690. 24:24so
691. 24:26here's the thing, okay? TSMC from what I
692. 24:29understand. Okay, TSMC is going up on
693. 24:31their customers 5 to 10%. From what I
694. 24:34saw, okay, so you look at something like
695. 24:38this and the raw math would be like,
696. 24:41okay, AMD is going up 10%. Well, TSMC is
697. 24:44probably going up around 10% as well. So
698. 24:47AMD is not going to make any extra
699. 24:49margin off this.
700. 24:51This is where things get a little
701. 24:53complicated. Okay,
702. 24:56the total AMD is going up 10% roughly on
703. 24:59total price, right? So, that's a very
704. 25:02large number. Let's say they sell a chip
705. 25:05for $10,000. Okay? And they go up 10% on
706. 25:10that. Well, now that chip that was
707. 25:13$10,000 is now $11,000, right? Okay?
708. 25:16Stay with me. Now,
709. 25:19t the the actual production cost TSM TSM
710. 25:22might charge uh to AMD might only be um
711. 25:27of that $10,000 chip. You know, if they
712. 25:30went up 10%, the increase in that might
713. 25:32only be a h 100red bucks, right?
714. 25:36So, that leaves like $900 extra. Now,
715. 25:39you say, well, maybe AMD is getting hit
716. 25:40from some other sides as well. That's
717. 25:42that's uh perfectly fair. they could
718. 25:45absolutely be getting hit from some
719. 25:46other places as well. Um, you know,
720. 25:48memory prices are going up and, you
721. 25:51know, other things out there and
722. 25:52whatnot, right? So, there's always
723. 25:54there's always that, but at the end of
724. 25:57the day, like when you see a 10% price
725. 26:00increase because their customer is is
726. 26:03going up 10%. like
727. 26:06uh yeah, it it ends up mathematically it
728. 26:09ends up being a huge likely advantage
729. 26:12for AMD. Like AMD is not just as simple
730. 26:16as like they're just uh their price is
731. 26:18going up and it's it's um hold on just a
732. 26:22second.
733. 26:24Sorry about that. I had a call there. Uh
734. 26:26but the moral of the story is here AMD
735. 26:28is likely getting some margin from this
736. 26:29in the end. So do keep that in mind.
737. 26:31Okay. So AMD, we are likely going to a
738. 26:35$1 trillion plus market cap in Q4. Right
739. 26:37now we're just a tad under 900 billion,
740. 26:40but I do believe we're heading to a
741. 26:42trillion plus in the fourth quarter this
742. 26:44year. And uh the Ripper rally is going
743. 26:46to roll on, right? And so the way I look
744. 26:48at AMD very simply, this is the most
745. 26:51exciting stock that's going to be a
746. 26:53trillion dollar plus company in 2027.
747. 26:56Um, and there's about uh somewhere
748. 26:58around like 16 17 stocks somewhere
749. 27:00around there roughly. They're trillion
750. 27:02dollar companies. There's not one of
751. 27:04those companies as nearly as exciting as
752. 27:06AMD is in my opinion for 2027. They're
753. 27:09going to have the insane growth rates.
754. 27:11They're going to have the insane hype
755. 27:12and excitement around the stock. And so,
756. 27:16uh, yeah, I mean, it's just one of those
757. 27:18stocks you're just happy to be
758. 27:19positioned into. You know, you're
759. 27:21thankful to be positioned into. There's
760. 27:23more money to be made in AMD.
761. 27:24Absolutely. Is there as much money to be
762. 27:26made now as there was a year ago or a
763. 27:28year and a half ago? No, of course not.
764. 27:30But there's still money to be made in
765. 27:32AMD. It still is at the end of the day
766. 27:34the the one everybody's going to want to
767. 27:36be in. And keep in mind, like there's a
768. 27:38lot of Wall Street money that's going to
769. 27:39come into the stock next year. When they
770. 27:41see the growth rates AMD's putting up,
771. 27:43there's going to be a lot of Wall Street
772. 27:44money. So, uh, it's party time. It's
773. 27:47party time for AMD, right? And so when
774. 27:49it's party time though, you know, as the
775. 27:51party gets further and further, I'll be
776. 27:53looking to to definitely cash some
777. 27:54shares. There's no doubt about that,
778. 27:56right? I don't want to cash my entire
779. 27:58position of AMD no matter what. And I'm
780. 28:00still not even at a, you know, a price
781. 28:02close to saying, "Oh, I'm going to start
782. 28:04cashing my shares." Like, I need AMD
783. 28:06minimum 700 plus to even consider
784. 28:09consider cashing some shares uh in the
785. 28:12public account. So until this number
786. 28:15says 700 plus, I'm not even going to
787. 28:17consider
788. 28:20consider
789. 28:21selling shares. And so what does
790. 28:23consider mean? That means I might not
791. 28:24even like even if the stock was 700
792. 28:26today, I might not sell any shares in
793. 28:29the public account, right? Which gives
794. 28:30you some context about how, you know,
795. 28:32bullish still I am on uh the AMD. Okay,
796. 28:36next up here, let's talk about uh some
797. 28:37stocks that are ready to run uh way
798. 28:40faster than anybody realized. Okay,
799. 28:41listen.
800. 28:43oil, right? So, if we have a dynamic
801. 28:46here where let's say oil has peaked or
802. 28:50oil peaks in the next month or two,
803. 28:53right? Well, if that happens,
804. 28:57then that's going to mean likely high
805. 28:59probability the 2-year and the 10year
806. 29:02also peak. Right? Now, if you're under
807. 29:05the assumption that oil is going to 200,
808. 29:07250, whatever, uh, you know, these sorts
809. 29:10of stocks I'm about to speak of are
810. 29:11still not the play, right? Because if
811. 29:14oil just keeps going higher and next
812. 29:15thing you know, it's 150, it's 200, uh,
813. 29:18the 2 years going up a lot higher likely
814. 29:20and the 10 year is going up a lot higher
815. 29:22likely, which means these stocks are not
816. 29:23the play. But assuming oil peaks has
817. 29:27already peaked or it's peaking soon,
818. 29:29then that will mean the 2-year and
819. 29:3110-year will peak as well, right? Which
820. 29:34then means certain stocks become the
821. 29:37ultimate play. And those stocks are very
822. 29:39rates sensitive stocks that have been
823. 29:41not the play. Okay? So something like
824. 29:44win resorts, winning resorts, like as
825. 29:47soon as you get oil to peak and rates to
826. 29:49peak and start really heading down, win
827. 29:52will start ripping in the fourth quarter
828. 29:54in my opinion, right? This is a very
829. 29:57rate sensitive stock, like extremely
830. 29:59rate sensitive stock. And so yeah, like
831. 30:02rates matter significantly to win. No
832. 30:04one wants to be in win stock when you
833. 30:07know the 10-year keeps going higher, the
834. 30:082-year keeps going higher. So when you
835. 30:10get that flip happen and uh things start
836. 30:13heading the other way, wind becomes uh
837. 30:15goes through an absolute ripper rally.
838. 30:17And keep in mind, people still got to
839. 30:18position into win before that Middle
840. 30:20East property opens cuz there's
841. 30:22significant risk to not being
842. 30:23positioned, you know, if you care about
843. 30:25in stock. Not everybody cares about it,
844. 30:26but for the people that really trade
845. 30:28this stock, you better possession in
846. 30:30before that Middle East property opens
847. 30:32cuz you don't want to all a sudden hear
848. 30:34that business is crazy and you know,
849. 30:37wind starts talking about bookings and
850. 30:39blah blah blah and next thing you know,
851. 30:41uh, wind sitting at a 120 and you're
852. 30:43like had an opportunity getting in in
853. 30:45the 70s or the 80s and you sat in your
854. 30:47hands, right? So yeah, wind stock. Next
855. 30:50one, American Express. This stock has
856. 30:53been really down this year. one of the
857. 30:55best companies in the world. Stocks down
858. 30:5716% this year. It's another one that
859. 30:59absolutely rips. Um, you know, as soon
860. 31:01as you get oil to peak, rates to peak,
861. 31:03American Express, will be seen with huge
862. 31:06momentum. Next thing you know, they see
863. 31:07that stock with a four handle on it, 400
864. 31:10plus. The other stock, and this one will
865. 31:11be the most uh severe um absolute rip to
866. 31:15the upside, will be RH. like once that
867. 31:17oil peaks officially and rates peak, oh
868. 31:20my gosh, RH is going to absolutely go
869. 31:22through a ripper rally in my opinion and
870. 31:24you'll see that stock go, you know, 120
871. 31:27to 200, right? Now, if if obviously if
872. 31:30oil keeps going up and next thing you
873. 31:31know, oil reaches alltime highs and, you
874. 31:34know, then the 2-year tenure going
875. 31:35higher and these stocks will go down
876. 31:37shortterm, right? But like I don't think
877. 31:40people understand how much upside
878. 31:42happens as soon as oil and rates peak
879. 31:44and how insane the rallies will be in
880. 31:48these particular stocks, right? But a
881. 31:50lot of times people think they got all
882. 31:51the time in the world, right? They got
883. 31:53all the time in the world and it's like,
884. 31:54you know, patience matters, but you got
885. 31:57to know when to strike. And so I'm
886. 31:58looking at certain stocks right now and
887. 32:00I'm building positions cuz you you got
888. 32:02to know when to strike. Like AMD, I
889. 32:04could have looked at that one last year
890. 32:05when it was hundred something dollars
891. 32:06and I was loading up on shares and been
892. 32:07like, "Oh, I got time." Because the big
893. 32:10big growth rates aren't until 2027.
894. 32:13Dude, by the time you were in 2027, AMD
895. 32:15is probably going to be 700, $800, $900
896. 32:17a share, and you had an opportunity to
897. 32:19buy it at 100 something. You missed it.
898. 32:21Like, you know, I could have waited on
899. 32:22Palanteer and not bought it when it was
900. 32:24seven bucks and been like, "Oh, I'll
901. 32:26wait to buy it when the numbers look
902. 32:28great again, right?" And they show they
903. 32:30start showing the insane growth. I mean,
904. 32:32by the time they started showing the
905. 32:34insane growth rates, the stock would was
906. 32:35already approaching a hundred bucks, you
907. 32:38know? So, was there still money to be
908. 32:39made? Yeah, but it wasn't the
909. 32:40life-changing money. It wasn't
910. 32:41gamechanging money, right? You don't
911. 32:42have all the time in the world on these
912. 32:44stocks. So, do keep that in mind, right,
913. 32:46ladies and gentlemen? Okay. You know,
914. 32:47Tesla, Tesla invested in that one way
915. 32:50before the the profitability hit, right?
916. 32:52I could see how they get to
917. 32:53profitability, but I invested in it way
918. 32:55before. And by the time Tesla, you know,
919. 32:58the numbers were great and they were
920. 33:00super profitable, the stock had already
921. 33:02moved 1,000%. You know, you missed out
922. 33:04on a 10x. So, something to keep in mind
923. 33:06there, right? All righty, ladies and
924. 33:08gentlemen. Hope you really enjoyed
925. 33:08today's video. Remember, you don't have
926. 33:10all the time in the world. Let's take
927. 33:11this stuff serious. Let's get rolling
928. 33:13now. I'm glad I did back when I did. I
929. 33:15can tell you that cuz we wouldn't be
930. 33:16here certainly, right? And so, if your
931. 33:19time is now and you're ready to take
932. 33:20this stuff serious, pin comment down
933. 33:21there. Join the private group and let's
934. 33:23get you up to the highest level
935. 33:25possible. You'll be shocked at, you
936. 33:26know, where you can go, what you can
937. 33:28achieve over the coming years if you
938. 33:30take this game serious, right? And let's
939. 33:31do it. Uh, other than that, I shall be
940. 33:34back on your screen with my face shining
941. 33:36hopefully. Uh, maybe soon. Much love and
942. 33:39have a great