AMD Investors GET READY‼️ The time has come… transcript

$5 million. $5 million. We've been waiting on this in the public account and it wasn't that we just got over here today. We just flew right over. Unbelievable. $5.2 million plus on the public account. What a day. A4 million plus move here today. Absolutely incredible. Why is this? Well, we got some stocks moving huge. AMD up $130,000 plus dollars here today. Unbelievable move for AMD in the public account. Uh meta stock of about $80,000 here today.

Cheesecake Factory. The Cheesecake Factory. Another five figure move. I mean, that one thing about the cake move is it's insane, right? Like $10,000 plus today, but it just looks so small if you compare it to the Meta move and the AMD move. Absolutely incredible. Um wow. Okay, congratulations. So, I want to give a big congratulations to all you guys out there that are at all-time highs in your portfolio and you probably broke through a new milestone here today.

Congratulations to all you guys. I usually ask for a thumb you guys to give me a thumbs up. Give yourselves a thumbs up. You guys been putting in the work. You guys been, you know, putting your money at risk out there and you're likely capitalizing in a huge way, right? Keep growing, keep building. Uh, unbelievable. So, congratulations to all you guys out there as well. Four core subjects we're going to get into in this video here today.

Number one, we're talking about how quickly the market can shift. I want to talk about that. I think it's an important subject. Number two, we're going to talk about meta stock in this video. Number three, we're going to talk about AMD stock in this video. Number four, we're going to talk about the stocks that I am most excited to buy right now. I'm not actively buying meta stock right now. I'm not actively buying meta stock.

I've already built my positions in those companies, right? But there are several different stocks that I see as the next big opportunities like I might have seen with Meta or AMD years ago, right? All right, guys. I appreciate you joining from me for this one here today. Uh all I need from you guys is just smash that like button for me. I hope you guys enjoy this video. I hope also uh you're happy to see me on your screen once again.

And uh make sure you're subscribed to the channel. If you're not subscribed, you might want to go ahead and do that, right? And the other thing I want to tell you guys, a lot of you guys have seen what's possible now. You've reached all-time highs in your portfolio. you've made a lot of money, right? Um, let's keep the momentum going, right? If you want to, if you've learned a lot from me over the last several months, over the last several years, and you want to learn from me on a much deeper level, the pin comment down there, click on that, fill out a form.

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So, that will be the pinned comment down there today. Okay. All righty. So, let's get into things here. How quickly this market can shift. I think it's an important subject. Okay. Listen, I'm showing you a stock in front of you right now, right? And I think it's an important stock. The company is called Nova Nordisk. And a few years ago, this company went to a market cap of like $600 billion plus, right? And they had a lot of these like GLP related uh products to lose weight, right, for obesity and whatnot, right?

I can't remember the specific ones they had. I don't remember if it was WGOI, you know, like like products like that, right? And so this stock was one of the hottest stocks in entire market, right? The stock went from less than $50 a share in 2022 up to about $150 a share just about two years later, right? And it was incredible. Everybody was talking about it. It was um you know definitely a subject conversation on CNBC and Bloomberg and and everywhere you know talking about Nova Nordisk and how much the stock was moving and their products in the market and like you know what this is going to mean to society and oh people were very fearful of this in regards to like while this whole rise was going on.

Meanwhile you had people scared to buy stocks like Coca-Cola, stocks like Pepsi, stocks like uh even McDonald's for a bit and fast food chains and restaurant chains. And the reason being is like, oh my gosh, like people are going to lose all this weight. They're not going to eat. And so it was a fascinating time because you had this stock going insane. Meanwhile, you had all this fear around like people aren't going to eat food in the future or something like that.

They're just going to eat one carrot a day and that's going to be that, right? And uh it was a whole situation. But since that time, the stock has now fallen to $39, right? Which means the stock's down what? 70% plus from those highs. It's incredible. And so think about that move that stock had, right? And it shows you how quick the market can shift and it shifts in a massive, massive way, right? Now, I want to show you a stock name McDonald's.

I think we all know McDonald's, right? So McDonald's, this is really fascinating. In 2022, stocks were getting obliterated. Public account got hammered in 2022. It was a rough year. Anybody that went through 2022, if you were watching my content back then, woo, we went through it, right? It was brutal. McDonald's stock fell 1% in 2022. It was like the the shining light. It was like, man, if you were McDonald's shareholder, you were the happiest person in the world to only be down 1% while everybody else is getting obliterated.

Look at a stock like Micron. Micron's obviously one of the hottest stocks in the market last year, year and a half. That stock fell 46% in 2022. Nvidia lost half its value in 2022. Meta stock fell 64% in 2022. Palunteer stock fell 65%. Talk about tears coming out your eyes. Palanteer, right? SoFi was down 70% plus in 2022. So you just had if you were invested in the NASDAQ, if you were invested in tech stocks, big tech got obliterated, absolutely wrecked, right?

The youngans would say you got cooked. Meanwhile, McDonald's was cooking on a negative 1% return, which was seen as a huge win. Right? Now, meanwhile, look at this. So this is from the March highs McDonald's hit. That stock is now falling 27%. That's a huge downfall, right? I mean, and and it shifts like that, man. It shifts really, really quickly in the market. Look at Walmart. This is since about Valentine's Day. Walmart stocks down about 20%.

So it's in like a full-blown blown correction now at this point in time. Like a severe correction now for Walmart, right? Not quite a crash. That might be closer to McDonald's. McDonald's was kind of like a crash. I mean, you fall 27% from where you were roughly 6 months ago. That's you're kind of reaching like crash territory. Walmart's not quite there, but it's in a severe correction. And meanwhile, this was another one of those stocks that was a superhero stock in 2022.

It was roughly flat. And if you get flat performance in 2022, that was a dub, man. That was a double U. Look at this. This is Target stock. Target stock was the most ice cold stock for the longest time, right? I mean, you know, this stock at the end of 21 was, you know, deep into the 200s and then it bottoms out late last year in the 80s, right? In the 80s. Now, look at this. Since that low last year in the 80s, right, late last year, the stock has now gone to almost 2x in value.

As of today, it's $157 a share, right? So, fascinating. Like, that stock couldn't have been more cold. Now it's actually one of the most hot, if not the most hot retailer out there in the whole stock market over the past roughly year. Incredible the way things can shift in the market, right? Look at Celsius Holdings. Celsius, the wealthiest. Look at the stock from 2019 to 2024. What a run. What an insane run. Stock went up over 7,000%.

Over 7,000%. If you were on that run in Celsius, you made life-changing money, right? Lifechanging money. legendary run in Celsius. Now, check out this. From the 2024 highs, the stock is now down 70% from those 2024 highs. Right? That's severe, severe downside in Celsius over the past few years. Right now, I show you all that and I could have showed you a ton more stocks to kind of illustrate this point. Like RH was one of the hottest stocks a few years ago and now it's been one of the coldest stocks over the past 5 years.

Stocks dropped like 80% of its value. I could take you through Nphase. I can show you countless stocks that like they were the best then they were the worst or they were the worst and then they were the best right and it's incredible the way the market can shift and you know in a matter of two years a stock that had no respect can have all the respect in the world AMD AMD we're going to talk about AMD in this video right no one respected like when I was buying AMD heavily last year right people called it advanced money decimator um you know they made up all these terms for how bad the stock was and like you know cuz people were really in a bad place with that stock.

It had done nothing for years, right? Well, Nvidia was having the biggest party. And so things can shift quickly in the market. Hated stocks become loved stocks. Love stocks become hated stocks. Stocks that were horrible can go on insane runs. Stocks that were on insane runs can go through a brutal crash. That's a stock market, right? And so you look at the public count today, obviously huge day, first time crossed over $5 million.

Uh listen, the stocks that have got this portfolio to five million are not going to be the same stocks that get this portfolio to 10 million, right? Just like the stocks that really got this portfolio to a million for the first time. Like the first stock I think of is Tesla, Tesla, my Tesla, right? It was an incredible stock and that was one of the stocks that really catapulted this portfolio into the seven figures for the first time and that was obviously like what six years ago or seven years ago or something like that now at this point in time, right? a long time ago and Tesla was not the stock that propelled this portfolio to 5 million, right?

But it was a stock that propelled this portfolio to 1 million along with a few others back in those days, right? And so now you have a new generation of stocks that have really propelled this portfolio to 5 million. It was the Palunteer, it was the Meta, it was, you know, AMD, these sorts of stocks that have really boomed this portfolio to that $5 million level, right? So the the stocks that have propelled this portfolio to 5 million.

They might be the same stocks that propel this portfolio to 6 million as well. But I can tell you they're not going to be the same stocks that propel this portfolio to 10 million. That's going to be a new generation of stocks that will propel the the public count to $10 million. When you see a 10 in front of these numbers, right? When you see it being an 8 figure portfolio, it's going to be a new generation of stocks, right?

And so the way I kind of look at the market, you know, is and if you want to understand a little deeper on my investing philosophy here, here's how it goes. I'm looking for extraordinary opportunities for the next multi-year, right? I'm not just looking for the next good opportunity for the next 10 days or the next um you know 3 months. I'm usually looking for the next great opportunity for the next 3 years, the next 5 years, the next seven years.

So, I'm looking for a stock that can go on a multi-year run that is just insane, right? And so, that's what I personally always look for in the market. And sometimes I find it, sometimes I don't, but I find it enough times that obviously it pays handsomely, right? And so, that's the name of this game. And the rest will be what the rest is going to be, right? But I got to find those insane opportunities that for a multi-year run I can invest heavy into and then get that capital appreciation on the other side and everybody's just looking like oh my gosh what an absolute game changer that was right and so that's that's what we do that's what we do in this game right okay next up here let's talk about meta stock then we'll get into AMD and then we'll get into some stocks I'm most excited to buy now okay so Meta incredible run, right?

Incredible run in the stock. Up huge here today. Uh something to keep in mind with Meta is this stock is still down $40 plus from its all-time highs. Okay, so this is very different than the AMD situation which has broken a new all-time highs. We haven't even broken a new all-time highs in Meta, right? We're still significantly um away from that. So, the first thing I'll say to throw a little cold water on that is don't get too excited about, you know, a breakout in the stock until we actually do it.

Right? If you see an eight in front of the stock, okay, then we can talk, right? But until we see that, you know, we're still just in areas we've been before in regards to this particular stock. Right? Now, there's a lot of excitement here about this Meta's Muse personal AI agent and that tops chat GBT grock and claude for postlaunch downloads. Ooh boy, this is very exciting, right? Meta's Muse AI personal agent tool overtook chat GPT as a leading iOS free app in the US on Friday.

The app had 730,000 downloads over roughly 5 days following the release on September 8th. According to analytics firm, the app is powered by uh is powered by Meta's Muse Spark family of AI models and both a major push by Mark Zuckerberg into the AI agent market. Right now, uh here's the thing, okay? I have seen multiple times now I've gone on Instagram. Right on my front page, it tries to get me to download this Muse product.

Okay. So, from what I'm hearing, this this app has been downloaded roughly uh I think it's less than 2 million times so far, right? Since the launch of, you know, less than two weeks ago, which isn't like bad in the grand scheme of things. They're like, okay, like, you know, one or one to two million people have downloaded. That's not too bad. But when you understand Meta's ability to get something on your front page to potentially billions of users, right?

Um, I don't think it's actually that impressive. Like the fact that it's ahead of of OpenAI's Chat GBT and other products. I mean, the product's like brand new. So, like ChatGBT has been around for years now at this point in time. Grock and Claude like, so I don't want to put too much weight into this and like, oh my gosh, it's a game changer for Meta. It's a gamecher, right? For someone to be a game changer for Meta, you need hundreds of millions or billions of users on it, right?

And so it's like, okay, it's a step in the right direction, but like when a product's brand new and it's competing against pro for for downloads versus products that are very well established in the marketplace, it'd be like imagine there's some new social media network of some kind or social app that takes off like crazy in its first couple weeks, right? And it's getting more downloads. It's getting more downloads than Facebook.

It's getting more downloads than Instagram. Cool. But uh that doesn't it's not like doesn't mean it's like a game-changing thing necessarily, right? It doesn't mean it's going to be bigger than Facebook or it doesn't mean it's going to be bigger than Instagram or anything like that, right? It just means okay, we'll see what happens with that, right? It's like cool, it's getting a lot of downloads. We'll see, right? And that's the way I look at this particular product.

It's like, okay, I mean like I I personally I'm a Meta Shareholder. I still haven't even downloaded it yet, right? So, and that's despite them showing it on my my front page multiple times when I go on Instagram. Right now, to give you some reference here, Meta Threads has been definitely a big success for the company. And this is kind of like their ex competitor, right? So, it's it crossed about 500 million monthly active users as of mid 2026, right?

And for this one, the launch record gained 100 million signups in it first five days when that baby launched, right? That's what we're talking about when you know we're talking about scale for a company like Meta, right? 100 million signups in its first five days, right? And this product we're talking about maybe 1 to 2 million downloads in its first, you know, week and a half or so. It's just, you know, it doesn't mean it's a failure, but it also doesn't mean it's a success.

And so, that's where I would throw some cold water in regards to this whole situation here, right? Like Meta can get you to like when you have a billion plus users seeing something, Meta can get at least a few million of those people to download something. Like that's just like math numbers. Right now, the good news I'll really say for this product, the thing that makes me uh happy about it is the product gets a 4.9 in on the app store so far. that I think is the best that that I think is the best news in regards to this whole situation that it started out with really good reviews and not bad reviews, right?

Um that means this the product has potential to be a long-term success. The downloads numbers, I'm not impressed at all by those. I'm impressed by this. This means you at least got a shot in the game. Right now, here's the other thing you guys got to understand. coming from a meta shareholder that's bought this stock for many many years on and off, right? Listen, the company between what they spent over the last few years and what they're going to spend this year, it's likely going to be a little less than $300 billion on capex, right?

Listen, you're going to spend that sort of money. You need to have one or multiple gamechanging products that come out of all that capex. So, this should be expected like like we should expect Meta to come out with one or multiple gamechanging products because of how much money they've spent on this and the type of teams they have. I mean, you know, Zuckerberg, I don't know if you guys are aware, but Zuckerberg's bought up some of the most talented individuals in many of these emerging spaces over the past few years.

And so he's basically got an unlimited bankroll of money he's throwing at these new opportunities. He's got many of the most talented people in the world for all different types of emerging technologies working on these on his teams. So like we should expect success. And so when I look at it, I'm kind of like, you know, I'm just not as excited because I'm just like we got we got to expect this. like you don't spend this sort of money.

You don't get these sorts of people on your teams and and and expect like nothing to come out of that, right? So, that's just something to kind of keep in mind there. And and you know, once again, this doesn't prove to me like this is a huge smash success for Meta or not, right? It's just like we'll see. But what have I told you guys from this whole year in regards to Meta Stock? And I've talked about, you know, it's a stock that's kind of stuck between 550 750 unless one of two scenarios happen, right?

And I've talked about this a million times on the channel this year. What are the two scenarios? One, is Zuckerberg eventually cuts capex. Or two, investors can understand like what the real opportunities are here in how Meta is going to capitalize on that, right? The Muse product in its somewhat success, which is debatable here off the go, right? is at least giving a glimpse of like, hey, we might be able to be successful here, right?

And that's enough to get investors at least excited a little bit here in the short term. Is that enough to take the stock to a thousand? I don't know about that, but it's at least enough to give like a big relief rally and to get somewhat in range of all-time highs, right? And so the more Zuckerberg and the team can show off new products and services that investors can say, "Okay, now I get why we spend 300 billion on this and probably a ton more next year, right?" The more the stock can do well, but if people are still wary, confused, I don't know if this is a big opportunity, like the stock remains a flounder, right?

Which means it remains a rangebound stock, right? push it up to that 750 range or just above and then, you know, because everybody's feeling bullish and then back down, right? And everybody starts feeling bearish, it goes down that 550 range or maybe a little below. And so that's just that's just meta, man. And so cool. But it's for me as a shareholder, it's not like I'm like jumping for joy and I'm like, "Oh my gosh, we've just changed the game for Meta." Like, not quite.

Okay. Okay. So, next up here, let's talk some AMD and then we'll talk about some stocks I'm most excited to buy now. So, AMD, listen, this one did close at an all-time high here today. Okay, very, very exciting. $615 close, up $142,000 on this one here today. Up almost $1.3 million on the position, the public count alone. And if you notice, I've not sold one share in the public account, not even one of AMD. I'm not interested.

What What price am I interested in considering selling some AMD shares in the public account? 700. That's my magic number. But the key word is consideration. Doesn't mean I'm going to sell any shares at 700. You know, stock could go 715. There's a potential I could still have 2555 shares here, right? It's just that's the price I at least consider starting to sell some shares, right? We have other people. I've seen some comments, you know, from some individuals, they're not even considering selling AMD until a thousand, right?

And keep in mind, even when I start selling my shares, like I'm I don't want ever really want out of AMD completely. That's the one I want to hold a certain amount of shares, preferably a,000 shares I want to hold for the super long term. And AMD, right? But the 1555 shares I would like to get out of that probably over the next we can call six to nine months assuming the stock goes on a ripper rally which you know I've been calling for and it's obviously it's happening.

So that that's kind of that. Okay. Now also very exciting day because AMD joined a very exclusive club that has less than 20 companies in the world part of it and that is the one trillion market cap club. Legendary, right? But the thing that's most legendary is you got to understand when Lisa Sue and I've talked about this a few times on the channel. When Lisa Sue took over this company just over a decade ago, right shortly after the company was $2 a share, it was a two buck chuck.

It was bankruptcy bound. And to think, you know, here today, it's one of the largest companies in the world market cap wise. It's one of the most relevant companies in the world. I mean, it's incredible. They just legendary legendary. You know, it it's it's it's up there with Steve Jobs and what Steve Jobs pulled off when he came back to Apple. When Steve Jobs came back to Apple, late '9s, Apple was a mess, confused with their products.

Um, company had lost really all competitive advantages it had in the marketplace. It looked like it could go into bankruptcy potentially, right? Was a mess. It was an absolute mess of a company. And uh obviously Steve Jobs you know got them out of several products really focused the brand uh focused the teams Johnny IV was you know started really working at the company and and doing great work and you know obviously the rest is history the iPod and the iTunes store and the iPhone and the iPad and all those products were launched over the years right in the MacBook line and I mean it's incredible right the rest is history and so I look at that as one of the most legendary business turnarounds of all time but Lisa Sue and what she's done here with AMD is right up there.

You know, I don't know if I can put one over the other, but they're both side by side. You know, to take a company like AMD that was seen as a bankruptcy candidate and a stock that was two bucks and and now it's a trillion dollar market cap like that's legendary, man. Absolutely legendary what she's pulled off there. AMD's writing a 5-day winning streak during which shares have gained 25%. The recent rally has a become a welcome site for investors who saw the stock fall last month after the company reported second quarter earnings.

The company reported revenue of 11.5 billion during Q2, up 50% from the $7.69 billion a year ago as its artificial intelligence chips were the heart of growth. AMD's data center unit reported sales of $6.7 billion, up a whopping 100 107% from a year ago. The chipmaker is having a blockbuster year with the stock up more than 80%. But despite that impressive gain, AMD is still well behind AI chip leader Nvidia, which boo boasts a market cap of 5.4 trillion and the majority of the market for AI data center chips.

The buildout has fueled the surge in chip names during this year, showing few signs of slowing. AMD CEO Lisa Sue said last month the company's earnings call that it expects to double data center sales in 2027. Last week, Nvidia CEO Jensen Hong provided another look at the state of the silicon demand when he said he expected the company to double the number of chips it sells next year. So, in regards to to AMD, Nvidia, like I've called this out the whole time the last two years, right?

Like AMD is Nvidia's worst enemy. Nvidia is AMD's best friend because AMD is coming to take market share of Nvidia over the next several years. That's not fun. Also, AMD is going to end up likely lowering the margins of Nvidia. We're already starting to see it, but you'll see it more over the next couple years, right? Meanwhile, Nvidia's priced things so crazily that they are actually helping AMD's margins over the next several years as well, right?

And so, it's a beautiful thing. And obviously, Nvidia opened up this massive market opportunity. And so, and as I said many times, like just because AMD has success doesn't mean Nvidia has to fail. That's not the way this game works, right? Um, and as I've called out many times, like, you know, and this is another perfect example of people got to understand where the bigger bigger opportunities are at a particular time and it might not be where you look, right?

And so, like when I was buying the stock very heavily, obviously last year, everybody's like, just buy Nvidia. Like, why not just buy Nvidia? Nvidia's got the proof of the numbers, right? And I said, well, yeah, they got the proof of the numbers, but everybody knows that it's already been priced in. AMD doesn't and I can see how Lisa Sue's roadmap here ends up being huge for AMD and how this company explodes their revenues over the next several years and how AMD you know within a year or two is going to be growing at a much much more rapid clip than than Nvidia is right which will be a big flipping that we haven't seen in a long long time and that's exactly what we're going to see uh likely three quarters out from now for the first time AMD is going to start growing at a faster clip revenue-wise than Nvidia huge huge.

Um, and so, but that doesn't mean Nvidia has to lose. That doesn't mean Nvidia's doomed or anything like that. It just means AMD is the one, right? And it's been the one and it remains the one and it's the one that's going to have the, as I've said many times, no one's going to be able to beat, in my opinion at least, no one's going to be able to beat AMD's revenue growth in uh, 2027. No one's going to be able to beat that from the trillion dollar boys club.

Like, I just don't see it happening. And so, AMD is the one, man. AMD is the one, right? Uh I saw somebody posted this on X here today. Oh, I really like this one. Said Jeremy Lefave sold all his Tesla stock and made 500% gains on AMD. Um yeah, I mean this was a huge, you know, I've been through a few controversial storms over the last 10 years since I've been on social media, right? And one was, you know, last year when I sold out of all my Tesla shares and and I was buying AMD super heavy, right? and just like all the hate I got at that particular time, especially on X was insane.

By the way, if you ever want to follow me on X, I have that linked in the description area down there. But um man, like what a hate storm that was. What a hate storm. And some of you guys that maybe are following me last year as well, you remember that hate storm I got, especially if you're following me on X. Gosh, man. People were just like, you know, and I don't know where those people are at today. They're real quiet, right?

But they see stuff like this. They know what's going on, right? But they're not going to say anything. It's embarrassing. It's embarrassing, right? So, they're going to be real quiet about it. They're not going to give me my respect. A few people give me my respect, but you know, a lot won't. A lot won't. So, cuz it hurts their ego too much and their pride. But, man, I I don't forget. Like, I had kind of forgotten about until I saw this today.

I was like, "Oh, shoot. I I forgot all about that hate storm I went through, man. There was a big hate storm I went through when I sold my Tesla, put in AMD." I remember even uh from what I remember even Elon was liking some posts that were like talking crap about me. I'm like, geez, what a joke, man. What a joke. And you know, the rest is history. And we know who ended up winning the war there, right? All righty. Next up here, let's talk about some stocks I'm most excited to buy now that I think are some incredible opportunities I see out there in the market.

And some of these stocks are love stocks. Some of these stocks are very hated, right? And um I'm not afraid to step in if I see a stock that I believe has a multi-year run ahead. and we'll see which ones of these has multi-year runs ahead. Maybe it's multiple. We got a quite a few stocks to go through, but these are my favorite stocks that I'm personally putting my money into right now. Okay, number one, RH. RH, I've talked about this stock on the main channel a lot last week.

So, if you want to hear me talk more about the incredible opportunity in RH in my opinion, uh, you know, check out some of the videos I posted on the main channel last week because, like I said, I talked about this stock many times. It's in the low hundreds right now and this is a stock that's ultra hated down 80% plus the past 5 years, right? And I think it's a great multi-year opportunity and we'll see. We'll see what happens there, right?

But one, like I said, if you want to hear more in depth about projections I have for this stock and how insane I think it can go over the next few years and all that good stuff and like the riskreward profile and why, check out the videos I released on the channel last week. Okay, next one up here, Celsius, the wealthiest. The stock's down about, you know, double digit percentage over the past 5 years. Not as nearly as ugly as an RH type situation, right?

But it is still down, right? And Celsius, I think, has a multi-year insane move upward coming for this company. The Celsius brand continues to expand around the globe. Alani continues to expand in the United States and long-term will expand in my opinion international as well. Right? You'll see what they do with the Rockstar brand over time as well. So Celsius, incredible revenue opportunity there, incredible margin opportunity long-term, incredible EPS opportunity long term, and then as they get more and more profitable, they can do share buybacks, they can pay dividends like all the other big drink companies do.

I just a million things. And then you get the evaluation rerating because then you start being seen as more of a safe company to invest in. So I think Celsius is a beautiful 2027 to 2030 run ahead. And um that's my opinion on that one. Huge upside there. American Express AXP's next one up here. This one's had a much better five years and certainly those last two stocks, right? This one's up 80% over the past 5 years.

It has been kind of a kangaroo for almost 2 years now at this point in time, right? American Express, one of the best business models in the world. Uh one of the best client bases you can possibly have. Extremely profitable, extremely steady, um respectable growth. And so I love American Express. Like that's just a really good high quality company. And so I'm just gobbling up shares right now. And that's one that I think will go on a beautiful run from 2027 to 2030.

Right. Next one up here, Netflix. So Netflix, this is an incredible one. Netflix has been in a kangaroo for almost 5 years now at the point this point in time, right? It had this big huge run right here. Big huge run, right? But ever since then, stock has been down down Chinatown. And basically from kind of the fourth quarter of 2021 to now, the stock has nothing nothing to show for, right? And Netflix is one of those stocks like everybody knows it.

Everybody's aware of it. It it's not some hidden secret company that comes with a crazy risk profile. Like people sign up for their Netflix and they keep their Netflix long-term. Okay. Next one up here is winning Resorts. You want to talk about the ultimate kangaroo, look at Win Resorts. It's basically flat on a 5year, right? But in that course of that 5 years, it's gone everywhere. Right now, Wind Resorts has had multiple like multiple of like the worst things that could possibly happen to a company like Wind Resorts happen all within the past, let's call it just the 2020s.

The 2020s has just been brutal for Wind so far, right? You had obviously Rona started at the beginning of 2020s that shut down Vegas for a long period of time and then Macau was basically on and off shut down for like 3 years. It was a joke. um you know where Vegas was already starting to you know have a lot of people come out in 2021 and then into 2022 Macau was like a mess still in 2122 in terms of shutdowns and and you know limits and stuff like that like it didn't feel like Macau really got came back to life till like almost like 2024 right and so that was devastating and then you had interest rates explode higher uh for companies that take out lots of debt to build big resorts like a company like wind does that's also seen as like a negative thing Right?

Simultaneously you have big huge inflation which can be seen as a damage on the consumer which can cause let's call it tourism to drop. Additionally, when it came to at least the United States business, uh you know, definitely a lot less vis visitation from international folks as you know, America had some changes over the past few years that we all know about, right? Um doesn't affect win as much as maybe some of the other players on the Las Vegas strip, but it does certainly hit um everybody to at least a certain extent.

And so that's just a lot of factors there, right? But and I do believe things line up for when a lot better over the next many years, right? The Middle East property opening next year, I think it's a huge long-term opportunity, right? Uh obviously Macau continues to put up numbers, right? And there's going to be certain times Macau's really hot, certain times it's cold, certain times it's okay. Uh but at the end of the day, Macau's a great opportunity.

They got some of the premier properties in Macau, especially the Wind Palace property, right? the Vegas, we know they're the most well positioned in Vegas when it comes to VIP business and um high net worth individuals. So, that remains in a great spot. The Boston property, you know, that's a property that that you know, it's just a solid property. Like, I don't you know, it they take great care of it. I stayed at it just a few months ago.

Was phenomenal stay. So, just good things there. And um ultimately, they have the land they own. They even have the the land they own right across from Wind and Encore Las Vegas. That's a very valuable piece of real estate. We'll see what they do with that long term. And so, and there's other international opportunities as well. They could pay down a lot of debt over the next few years, especially if that Middle East property ends up being really valuable and really um, you know, ends up being something of, you know, a big opportunity kind of like the Singapore opportunity was.

So, the moral of the story is here, uh, the stock has just been has gone through it, right? And I think it's a huge opportunity right now. Next one up here is Eio Estee Lauder. So, this is one I bought for the last couple years now at this point in time. Estee Lauder. Uh up about $48,000 in the public account so far. This one bottomed last year. Do keep that in mind. And uh just a great stable company. Love this one.

And last one is Elf on a Shelf. This one I've obviously bought on and off for years as well uh with my original shares in 2019 up 1,243%. So, this one's a six-f figure gainer for us. This one bought him back in June at around 49 bucks. It's now 97. Uh has a opportunity longterm to be a multiund stock. So, love Elf on a shelf. Okay, I appreciate you all for joining me as always. I hope you really enjoyed this video. I hope you've seen what is possible.

I hope that you've really seen what is possible in this game. And it's uh Oh, my alarm's going off. I hope you guys seen what's possible. You know what's out there for opportunity, right? Um don't limit yourself by thinking this or thinking that, right? public account started that you know what back in like 2018 and today crosses $5 million right so don't limit yourself and it's like okay let's say you know you started an account you know back in 2018 like I did and let's say you were at $500,000 in your portfolio say you were at a million is there any shame in that game no it's incredible think about that for a moment right you know and I haven't even played it perfect like I've made some big mistakes in the public account and um we're still over $5 million and So, just understand what's possible out there.

You guys have seen it, right? And uh let's keep it going. You want to learn from me on a deeper level, apply to join the private group. Let's get you up to the highest level possible. Okay? All right, guys. Much love and have a great