$75 into these 3 Stocks will Surpass Your Full Time Job

00:36:05
https://www.youtube.com/watch?v=b3HiCzMoGLo

Sintesi

TLDRIn this video, the speaker highlights three stocks with long-term growth potential: AMD, Sofi Technologies, and Cheesecake Factory. He emphasizes the importance of investing wisely and taking action now to secure financial success. AMD is positioned to benefit from the growing AI market, particularly in inference, while Sofi is transitioning to profitability and targeting younger consumers through its digital banking services. Cheesecake Factory is expanding through successful restaurant concepts, promising significant growth over the coming years. The speaker shares personal anecdotes to illustrate the transformation investing can bring and encourages viewers to take their investment journeys seriously.

Punti di forza

  • 📈 Investing requires a long-term mindset.
  • 🚀 AMD is well-positioned for growth in AI inference.
  • 💡 Sofi's digital-first approach attracts younger customers.
  • 🍰 Cheesecake Factory is expanding its successful restaurant concepts.
  • ⏳ Start investing early to build wealth.
  • 💰 Taking investment seriously is crucial for financial success.
  • 💬 Personal stories enrich the investment journey.
  • 🌟 Potential for all three stocks to grow significantly.
  • 🤝 Competition can allow multiple companies to succeed.
  • 📝 Utilize resources and communities to enhance investment knowledge.

Linea temporale

  • 00:00:00 - 00:05:00

    This video introduces life-changing investment opportunities, particularly stocks expected to grow significantly over decades. The presenter emphasizes the importance of mindset in executing these investments properly, advising viewers to take mental notes and engage with the content actively. The discussion includes a personal success story of transforming a modest initial investment into a multi-million dollar portfolio, emphasizing the efficacy of long-term investing over traditional employment earnings.

  • 00:05:00 - 00:10:00

    Reflecting on past experiences, the speaker recounts the early struggles of investing and the initial lack of success. However, the turning point occurred when the speaker committed to consistently investing sizable amounts from monthly earnings. This decision drastically shaped financial stability and growth, highlighting the importance of routine savings and long-term planning in achieving financial success and freedom.

  • 00:10:00 - 00:15:00

    The presenter urges viewers to take investing seriously and start as soon as possible, highlighting that procrastination leads to missed opportunities. Emphasizing the significance of early investments, he outlines the potential financial growth achievable by starting small and making informed decisions, stressing the importance of being knowledgeable in stock valuations and company fundamentals.

  • 00:15:00 - 00:20:00

    Moving on to some recommended stocks, the first is AMD (Advanced Micro Devices), identified as a company poised for decades of growth. Highlighting CEO Lisa Su's transformative leadership, the speaker notes that AMD has shifted from the brink of bankruptcy to becoming a respected leader in the semiconductor industry, fueled by potential growth in AI and data center markets, asserting that AMD’s upcoming ventures could dramatically reshape its financial outlook.

  • 00:20:00 - 00:25:00

    Further discussing AMD, the presenter delves into the significance of AI and predictive analytics, explaining AMD's focus on inference capabilities and strategic acquisitions aimed at enhancing its competitive edge against Nvidia. The potential growth in various lucrative markets and projected revenue increases fortify AMD's place as a long-term investment opportunity in the tech sector.

  • 00:25:00 - 00:30:00

    The second recommended stock is Sofi Technologies, led by CEO Anthony Noto, recognized for its digital banking and financial services. The speaker compares Sofi’s potential growth trajectory to that of Netflix, stressing its focus on digital-first banking models, expanding services, and improving profitability. The company is seen as transitioning from a start-up phase to a more sustainable, profitable entity, positioning itself for long-term success.

  • 00:30:00 - 00:36:05

    Lastly, the speaker introduces Cheesecake Factory as a compelling investment opportunity due to its successful expansion strategy and brand strength. Highlighting key leadership figures and new restaurant concepts, the speaker asserts that Cheesecake Factory is poised for significant growth through the opening of more locations, adapting to consumer trends, and leveraging its well-established brand, making it a strong contender in restaurant stocks for the foreseeable future.

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Video Domande e Risposte

  • What are the three stocks discussed in the video?

    The three stocks are AMD, Sofi Technologies, and Cheesecake Factory.

  • Why is AMD considered a good investment?

    AMD is well-positioned for growth in the AI market, particularly in inference, which is expected to be a larger market than training for AI models.

  • What makes Sofi Technologies a compelling investment?

    Sofi has transitioned to profitability with a range of banking services appealing to younger customers, and its digital-first approach mirrors the success of companies like Netflix.

  • How does Cheesecake Factory fit into long-term growth prospects?

    Cheesecake Factory is expanding its successful restaurant concepts, North Italia and Flower Child, across the U.S., positioning itself for significant market growth.

  • What key mindset does the speaker emphasize for investors?

    The speaker stresses the importance of taking investing seriously and starting early to build significant wealth over time.

  • Is the speaker's private investment group mentioned in the video?

    Yes, the speaker offers access to his private stock group for individuals looking to improve their investment knowledge.

  • What personal experiences does the speaker share?

    The speaker shares his journey from working minimum wage jobs to building a successful investment portfolio worth over $3 million.

  • What is the importance of investing now according to the speaker?

    Investing early can lead to lifelong financial independence and growth, as delaying can lead to missed opportunities.

  • Why does the speaker compare Sofi to Netflix?

    Both companies focus on digital-first strategies and innovative customer engagement, positioning them for long-term success.

  • How does the speaker view the competition between AMD and Nvidia?

    He believes both companies can coexist and thrive in the AI chip market without one needing to fail for the other to succeed.

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  • 00:00:00
    welcome in folks let's talk about some
  • 00:00:02
    lifechanging stocks some incredible
  • 00:00:04
    investment opportunities we're going to
  • 00:00:05
    get into in this video here today we're
  • 00:00:07
    going to talk about some stocks with
  • 00:00:09
    decades yes Decades of growth ahead not
  • 00:00:11
    just some stocks that are going to go up
  • 00:00:13
    over the next little bit of time we're
  • 00:00:15
    talking about these stocks have runways
  • 00:00:17
    that are measured in decades incredible
  • 00:00:19
    opportunities we're going to get into in
  • 00:00:21
    this video here today I want to get
  • 00:00:23
    everybody's mindset right this is going
  • 00:00:25
    to be extremely important I do this here
  • 00:00:27
    today okay because I don't want anybody
  • 00:00:30
    to F this up I continually see people f
  • 00:00:34
    it up they have these incredible
  • 00:00:36
    investment opportunities and they screw
  • 00:00:38
    it up somehow okay they don't do what
  • 00:00:41
    they need to do to execute properly okay
  • 00:00:43
    and so we're going to go over in this
  • 00:00:45
    video here today at the top of it how to
  • 00:00:47
    not F this up okay so it's going to be a
  • 00:00:49
    very very important video across the
  • 00:00:51
    board here today okay I want everybody
  • 00:00:53
    to sit back listen close to everything
  • 00:00:56
    I'm going to teach you in this video
  • 00:00:57
    here today all the stuff we're going to
  • 00:00:59
    go into and take mental notes of this
  • 00:01:01
    okay you could take actual notes if you
  • 00:01:03
    want but take mental notes of everything
  • 00:01:04
    we go through in this video here today
  • 00:01:06
    okay I appreciate everybody joining me
  • 00:01:08
    all I ask from you guys there's one
  • 00:01:10
    thing and one thing only for I've been
  • 00:01:12
    prepping this video video for hours and
  • 00:01:14
    hours and hours getting this ready for
  • 00:01:15
    you guys all I ask in return is that you
  • 00:01:17
    hit that like button that's all I need
  • 00:01:19
    you to do please do that for me
  • 00:01:22
    additionally if you want to subscribe
  • 00:01:24
    here to the channel you can certainly
  • 00:01:25
    subscribe we're well over
  • 00:01:26
    800,000 subscribers strong here on the
  • 00:01:29
    channel so I appreciate every single
  • 00:01:31
    person for being here very important
  • 00:01:34
    where I'm about to start in this video
  • 00:01:36
    check this out here okay what I'm
  • 00:01:38
    showing you right there that's my public
  • 00:01:40
    account that's the stock market
  • 00:01:41
    portfolio I built in my private stock
  • 00:01:43
    group over the past probably 6 to 7
  • 00:01:45
    years okay and we built it from nothing
  • 00:01:47
    now it's over $3
  • 00:01:49
    million today the portfolio went up
  • 00:01:54
    1% in the portfolio gained
  • 00:01:58
    $31,000 in value
  • 00:02:00
    off of a little teeny 1% move
  • 00:02:05
    $31,000 of value here today now to put
  • 00:02:07
    that into context okay you don't want to
  • 00:02:10
    F this
  • 00:02:11
    up I was working if we go back 15 years
  • 00:02:14
    ago I was working at Walgreens in the
  • 00:02:16
    photo department and I worked there for
  • 00:02:20
    $8.25 that was a come up for me because
  • 00:02:22
    Einstein Bagels where I worked
  • 00:02:23
    previously cleaning dishes in the back
  • 00:02:25
    and taking orders they were paying me
  • 00:02:27
    $7.50 so Walgreens comes along 825 let's
  • 00:02:31
    go
  • 00:02:32
    baby I would have to work
  • 00:02:36
    3,800 Plus hours to make the same amount
  • 00:02:40
    of money that the public account did
  • 00:02:43
    today off of a 1% move we're not
  • 00:02:46
    accounting all my other portfolios just
  • 00:02:49
    off the public account alone I would
  • 00:02:50
    need to work at Walgreens
  • 00:02:53
    3,000 800 plus hours isn't that
  • 00:02:57
    incredible to think about and I did that
  • 00:02:59
    just here today in the public account
  • 00:03:01
    right when I worked at Quick Trip which
  • 00:03:03
    I started there as an overnight
  • 00:03:04
    assistant manager and then I work my way
  • 00:03:05
    up the ranks right I was making around
  • 00:03:08
    $50,000 a year after I got promoted now
  • 00:03:11
    keep in mind you got to take out $10,000
  • 00:03:13
    roughly for taxes between federal taxes
  • 00:03:15
    and state taxes right so about $440,000
  • 00:03:18
    a year was my real income right I made
  • 00:03:22
    way more today across my portfolios in a
  • 00:03:25
    day right then I would make an entire
  • 00:03:28
    year working at quick trip and remember
  • 00:03:31
    I started as an overnight assistant
  • 00:03:33
    manager working in bad areas like
  • 00:03:36
    sketchy areas all by myself in the store
  • 00:03:38
    like not the my favorite not the
  • 00:03:40
    favorite opportunity right uh and then
  • 00:03:42
    when I did get promoted I had to wake up
  • 00:03:44
    at 4:00 a.m. every day 4:00 a.m. and if
  • 00:03:47
    you know me I'm a night outl I hate
  • 00:03:48
    waking up early I like to go to bed late
  • 00:03:50
    you know midnight 1:00 a.m. 2 a.m. and I
  • 00:03:52
    like to sleep till 8:00 a.m. 10:00 a.m.
  • 00:03:55
    getting up at 4:00 a.m. every day not my
  • 00:03:57
    favorite thing to do and so I made more
  • 00:04:00
    today in my portfolios and I would make
  • 00:04:01
    an entire year at Quick Trip right if
  • 00:04:04
    you look at the portfolio gain in the
  • 00:04:06
    public account this is just off the
  • 00:04:08
    stocks we have right now this does not
  • 00:04:10
    account for all the profits I've taken
  • 00:04:11
    in the years in positions this ises not
  • 00:04:13
    account for all the dividends received
  • 00:04:15
    we're talking about $11.84 n million in
  • 00:04:18
    profits right I would have to work
  • 00:04:22
    $22
  • 00:04:25
    24,1 188 hours at Walgreens that would
  • 00:04:29
    mean I would have to work
  • 00:04:32
    9,341 straight days and every single day
  • 00:04:35
    I would have to work 24 hours to
  • 00:04:38
    basically account for the same amount
  • 00:04:41
    that I've made just in the public
  • 00:04:42
    account over the last few years right
  • 00:04:44
    that is incredible incredible to think
  • 00:04:46
    about even if you take my my you know
  • 00:04:49
    good job I had at Quick Trip right I
  • 00:04:52
    would have to work
  • 00:04:53
    406 years to make the same amount that I
  • 00:04:57
    am just up on the current position
  • 00:05:00
    in the public account that is pretty
  • 00:05:03
    darn shocking to think about
  • 00:05:05
    46 years and so I look back and I'm very
  • 00:05:09
    happy this dude right here with the
  • 00:05:11
    spiky hair right I'm very very thrilled
  • 00:05:15
    that he decided to invest his first $300
  • 00:05:17
    and I didn't make money in my first
  • 00:05:19
    stock my first stock I didn't know what
  • 00:05:20
    I was doing in the market this like 2008
  • 00:05:22
    2009 I bought some bio
  • 00:05:24
    pharmaceutical you know freak stock okay
  • 00:05:27
    and I think I lost like 40 bucks on it
  • 00:05:29
    in the end
  • 00:05:30
    and so yeah like my I didn't just come
  • 00:05:32
    out and I was just like shining I knew
  • 00:05:34
    everything no no no I had to learn so
  • 00:05:36
    much over the years right but I'm so
  • 00:05:38
    thankful that man was like you know what
  • 00:05:41
    I think this investing game is
  • 00:05:42
    compounding game investing in stocks I
  • 00:05:44
    think this is probably an an intelligent
  • 00:05:46
    decision right and then this guy right
  • 00:05:48
    here when I took it up to starting to
  • 00:05:51
    invest ,000 to $2,000 a month when I got
  • 00:05:53
    my first good job at Quick Trip right I
  • 00:05:55
    thank him thank you very much for taking
  • 00:05:58
    that serious cuz I can tell you if this
  • 00:05:59
    guy didn't make that decision and this
  • 00:06:01
    guy didn't make that decision mm none of
  • 00:06:04
    this would be possible none of this
  • 00:06:06
    would be possible we had to make some
  • 00:06:08
    hard decisions and you know some people
  • 00:06:09
    aren't willing to make these decisions
  • 00:06:11
    they say oh I got an extra $1,000 a
  • 00:06:13
    month extra $2,000 a month extra $300 a
  • 00:06:15
    month whatever it is they say a I'll go
  • 00:06:17
    buy something with that right I had a
  • 00:06:19
    longer view I said this is a long-term
  • 00:06:22
    game and if I set my life up correctly
  • 00:06:25
    my 30s my 40s Beyond like I could be set
  • 00:06:27
    up in a really great financial situation
  • 00:06:29
    if if I take investing serious early the
  • 00:06:31
    earlyer you get started is massive folks
  • 00:06:34
    okay the moral of story that I want
  • 00:06:36
    everybody to understand is take
  • 00:06:39
    investing serious now not 3 months from
  • 00:06:42
    now not 3 years from now not 10 years
  • 00:06:45
    from now your whole life's going to pass
  • 00:06:47
    you by and you're going to keep putting
  • 00:06:48
    it off putting it off putting it off and
  • 00:06:50
    I've spoke to many people in the past
  • 00:06:51
    like oh you I'm eventually going to
  • 00:06:53
    start taking this serious I just need to
  • 00:06:55
    do this I just need to do that I need
  • 00:06:57
    there's always an excuse right I know a
  • 00:06:58
    lot of people that
  • 00:07:00
    every year they they like want to buy a
  • 00:07:01
    house but they put it off they're like
  • 00:07:03
    oh I'm gonna wait for the the housing
  • 00:07:04
    market to crash oh I'm gonna wait for
  • 00:07:06
    this oh I'm gonna wait for that right
  • 00:07:08
    take investing serious now I don't care
  • 00:07:10
    if it's 75 Buck investment $100 $500
  • 00:07:13
    $1,000 $5,000 $10,000 right whatever
  • 00:07:16
    amount of money is that can change your
  • 00:07:18
    life and getting you down a path to
  • 00:07:20
    building portfolios that are end up
  • 00:07:23
    going become absolute beasts 5 years
  • 00:07:25
    from now 10 years from now 15 years from
  • 00:07:27
    now 20 years from now that then you'll
  • 00:07:29
    be able to look back and You' be like oh
  • 00:07:30
    my gosh I accomplished more in this life
  • 00:07:32
    on the financial front than I ever
  • 00:07:34
    thought possible because you started
  • 00:07:36
    taking investing serious right as they
  • 00:07:38
    say there's a famous saying the best
  • 00:07:40
    time to plant a tree was yesterday you
  • 00:07:41
    know when the next next best time is now
  • 00:07:44
    okay so guys take investing series learn
  • 00:07:47
    everything you got to learn about income
  • 00:07:48
    statements balance sheets cash
  • 00:07:50
    flows how to understand a company
  • 00:07:53
    strengths weaknesses the opportunities
  • 00:07:55
    the threats of companies right
  • 00:07:57
    understand all this stuff on a high
  • 00:07:58
    level how to prop L value value stocks
  • 00:08:00
    dividend stocks how to properly value
  • 00:08:02
    growth stocks so you understand if
  • 00:08:04
    you're getting ripped off on a stock
  • 00:08:05
    you're getting a great deal I teach you
  • 00:08:06
    guys all of this inside my private stock
  • 00:08:08
    group all of it all those course
  • 00:08:10
    curriculums will teach you everything
  • 00:08:12
    you need to know so if it's serious time
  • 00:08:14
    for you and you're not going to keep
  • 00:08:15
    putting this off pin comment down there
  • 00:08:17
    today fill out a form we'll see if we
  • 00:08:18
    get you access to all that it is massive
  • 00:08:20
    guys take this investing game serious
  • 00:08:23
    I've been able to have so many people go
  • 00:08:24
    through my private group over the past
  • 00:08:26
    few years get their knowledge up to much
  • 00:08:28
    higher levels scale to six figures multi
  • 00:08:30
    six figures seven figures multi7 figures
  • 00:08:33
    eight figures right unbelievable or you
  • 00:08:35
    can just keep putting it off year after
  • 00:08:37
    year after year after year and I'm not
  • 00:08:38
    going to take it serious I'm just going
  • 00:08:39
    to play around with this I'm just going
  • 00:08:40
    to gamble my money in the market you can
  • 00:08:42
    do that but you're never going to be
  • 00:08:45
    able to achieve your dreams whether it's
  • 00:08:47
    having great health care whether it's
  • 00:08:49
    having a a really nice home that you
  • 00:08:51
    really want in a really nice area that
  • 00:08:53
    you want whether it's having the
  • 00:08:55
    Ferraris and the Lamborghinis and all
  • 00:08:56
    the cars you ever dreamed of right
  • 00:08:58
    whether it's being being able to have
  • 00:08:59
    Financial Freedom whether it's being
  • 00:09:01
    able to go travel the world you're never
  • 00:09:03
    going to be able to do that if you're
  • 00:09:03
    just gambling in the market and just you
  • 00:09:05
    don't know what you're doing okay take
  • 00:09:07
    this stuff serus I can help you out it's
  • 00:09:09
    up to you right it's up to you you can
  • 00:09:11
    learn all this stuff you got to learn it
  • 00:09:13
    though right you know some people I I'm
  • 00:09:15
    sure wouldn't be surprised if some
  • 00:09:16
    people join my private group and they
  • 00:09:17
    don't take advantage of all those
  • 00:09:19
    courses like come on man like I teach
  • 00:09:21
    you all this this is all this man you
  • 00:09:23
    got to take this up even free videos I
  • 00:09:25
    have like this so valuable I did this
  • 00:09:27
    video last year 16 years of stock market
  • 00:09:29
    advice 52 minutes that was a banger of a
  • 00:09:31
    video people love that looks like
  • 00:09:33
    104,000 people have gotten to watch that
  • 00:09:35
    so far people love that video
  • 00:09:38
    overwhelming overwhelming amount of
  • 00:09:39
    people love that video so guys now's the
  • 00:09:43
    time don't keep putting it off for
  • 00:09:44
    another year another year another year
  • 00:09:46
    another year of taking investing serious
  • 00:09:48
    it's now or it's never all righty guys
  • 00:09:52
    let's get into these three stocks here
  • 00:09:55
    that part was very important that that
  • 00:09:57
    part I just ran you through there that's
  • 00:09:59
    arguably more important than these three
  • 00:10:01
    great investment opportunities I'm about
  • 00:10:02
    to go through okay very important you
  • 00:10:05
    understand that all right first stock of
  • 00:10:06
    these three is AMD Advanced Micro
  • 00:10:10
    Devices is set up for decades of growth
  • 00:10:13
    ahead not a year not 2 years not like a
  • 00:10:16
    little short term no no no they're
  • 00:10:17
    setting this company up for decades of
  • 00:10:20
    growth ahead now when it comes to AMD
  • 00:10:22
    Semiconductor Company right Lisa Sue
  • 00:10:25
    leads this company she basically had
  • 00:10:28
    this company increase their stock price
  • 00:10:29
    by about 40 fold uh since shortly after
  • 00:10:32
    she became CEO incredible when Lisa Sue
  • 00:10:35
    first got to this company in its first
  • 00:10:36
    year I can tell you what AMD was not
  • 00:10:39
    respected they were the joke of the
  • 00:10:41
    industry no one took them serious it was
  • 00:10:44
    not a good situation AMD a lot of people
  • 00:10:46
    were talking about this company's going
  • 00:10:47
    to go bankrupt shortly after Lisa Su
  • 00:10:49
    took over the company the stock price
  • 00:10:51
    was trading under
  • 00:10:53
    $ a share they were so far in the goog
  • 00:10:56
    people thought they were going to zero
  • 00:10:58
    it was a no Joker holy smoker situation
  • 00:11:01
    it was Dire and Lisa Sue and the team at
  • 00:11:05
    AMD have now built this into one of the
  • 00:11:06
    most respected companies in the entire
  • 00:11:09
    world not just in the semiconductor
  • 00:11:10
    industry they're one of the most
  • 00:11:11
    respected companies in the entire world
  • 00:11:13
    Point Blank period and she and the team
  • 00:11:17
    accomplished that in 10 years now if
  • 00:11:21
    they could take a company that was
  • 00:11:23
    thought to be probably going to
  • 00:11:26
    bankruptcy in the goog under $2 a share
  • 00:11:29
    right in if you don't know in the goog I
  • 00:11:31
    call it stocks that are under $5 right
  • 00:11:34
    if they could do that from taking this
  • 00:11:35
    company from a bankruptcy candidate to
  • 00:11:37
    one of the most respected companies in
  • 00:11:39
    the entire world in 10
  • 00:11:42
    years what can Lisa Sue and the team
  • 00:11:44
    pull off over the next 10 years if they
  • 00:11:48
    just pulled that Miracle off over the
  • 00:11:50
    last 10 years I ask you that I think
  • 00:11:52
    it's very important right and Lisa Sue I
  • 00:11:54
    don't think she's leaving AMD anytime
  • 00:11:56
    soon she seems very committed to what
  • 00:11:58
    they're doing what they're up to here
  • 00:12:00
    and moving very very fast at this
  • 00:12:02
    company they just did a good interview
  • 00:12:04
    few months ago with Bloomberg she seems
  • 00:12:07
    very committed to the position right now
  • 00:12:09
    when it comes to AMD you want to
  • 00:12:12
    understand the AI market right and you
  • 00:12:14
    you're hearing all this about Nvidia
  • 00:12:16
    selling all these AI chips that's what
  • 00:12:18
    you hear about constantly if you pay
  • 00:12:19
    anything attention to the semiconductor
  • 00:12:21
    industry oh my gosh you know Nvidia is
  • 00:12:23
    are selling so many AI chips they're
  • 00:12:25
    making so much money it's true but
  • 00:12:27
    you're going to understand the chips
  • 00:12:29
    that Nvidia is really selling right now
  • 00:12:30
    these are great for training now there's
  • 00:12:32
    a difference between training and
  • 00:12:34
    inference okay training is a process of
  • 00:12:37
    building an AI model which makes sense
  • 00:12:40
    right all these big tech companies are
  • 00:12:41
    all building these AI models right that
  • 00:12:43
    are very complicated very complex it's
  • 00:12:46
    all like a building process right now
  • 00:12:48
    and nvidia's chips are what is seen as
  • 00:12:52
    the best of the best when it comes to
  • 00:12:53
    training of these models while inference
  • 00:12:56
    is a process of using the model to make
  • 00:12:59
    predictions training is a one-time
  • 00:13:01
    process while inference is an ongoing
  • 00:13:04
    process now the important thing to
  • 00:13:06
    understand about this is Lisa Sue in AMD
  • 00:13:08
    they believe that inference according to
  • 00:13:12
    Lisa Sue she believes inference and by
  • 00:13:14
    the way Lisa Sue doesn't just throw out
  • 00:13:15
    things to throw out things and just say
  • 00:13:17
    this and say that if she says something
  • 00:13:19
    she means it she believes that inference
  • 00:13:22
    is going to be a far bigger Market long
  • 00:13:25
    term than training now why is that key
  • 00:13:28
    because because Lisa Sue also believes
  • 00:13:31
    that AMD is a most well-positioned for
  • 00:13:34
    success in inference and so if you're
  • 00:13:36
    thinking about what is the biggest
  • 00:13:39
    opportunity from let's say 2026 to
  • 00:13:43
    2036 right based upon what Lisa Sue
  • 00:13:47
    believes and once again I wouldn't
  • 00:13:48
    really go against her it looks like the
  • 00:13:51
    biggest opportunities inference and AMD
  • 00:13:53
    is the most well positioned for that so
  • 00:13:56
    what do you think is going to happen to
  • 00:13:57
    amd's revenues and profits
  • 00:13:59
    over the next 10 years 15 years 20 years
  • 00:14:02
    and remember this is just one market
  • 00:14:04
    amd's in right they're in a lot of
  • 00:14:06
    different
  • 00:14:06
    markets but this Market matters
  • 00:14:09
    significantly this is the big dog market
  • 00:14:12
    and so when you're thinking about where
  • 00:14:14
    amd's revenues might be 5 years out 10
  • 00:14:16
    years out it could be a it's going to be
  • 00:14:18
    a night and day difference versus where
  • 00:14:20
    the company's revenues were in 2023 2024
  • 00:14:24
    okay like it's going to be like wow they
  • 00:14:26
    were way down there back then it's a
  • 00:14:28
    night in day difference okay so this
  • 00:14:30
    part is very important you understand
  • 00:14:32
    what's going on there now additionally
  • 00:14:34
    back in August AMD announced they're
  • 00:14:36
    going to do this acquisition of ZT
  • 00:14:38
    systems to expand data center AI systems
  • 00:14:41
    capabilities with the acquisition of
  • 00:14:42
    hyperscale solutions provided ZT systems
  • 00:14:45
    now this is really setting AMD up for
  • 00:14:47
    2026 and Beyond this is a big buy for
  • 00:14:50
    AMD by the way about a $4.9 billion
  • 00:14:52
    buyer but this is setting up AMD for
  • 00:14:54
    2026 and Beyond this puts AMD much more
  • 00:14:58
    into competition with Nvidia over the
  • 00:15:01
    coming years right you have to have
  • 00:15:03
    these Solutions if you're really going
  • 00:15:05
    to seriously compete with Nvidia and the
  • 00:15:07
    other thing you have to have is you have
  • 00:15:08
    to have software capabilities if you
  • 00:15:10
    really want to compete with Nvidia over
  • 00:15:12
    this next 10 years and guess what other
  • 00:15:14
    acquisition they did well this was back
  • 00:15:16
    on August 12th AMD completes acquisition
  • 00:15:19
    of Silo AI to accelerate development and
  • 00:15:21
    deployment of AI models in on AMD
  • 00:15:24
    Hardware AMD today announced the
  • 00:15:26
    completion of its acquisition of Silo AI
  • 00:15:29
    the largest private AI lab in Europe the
  • 00:15:32
    all cash transaction valued at
  • 00:15:34
    approximately $665 million furthers the
  • 00:15:36
    company's commitment to deliver endtoend
  • 00:15:38
    AI Solutions based on Open Standards and
  • 00:15:42
    in strong partnership with global AI
  • 00:15:44
    ecosystem very very key this is all
  • 00:15:48
    setting up AMD for the next 10 15 years
  • 00:15:51
    okay so Lisa Suz putting all the chest
  • 00:15:53
    of pieces together there's no doubt
  • 00:15:56
    Jensen and Nvidia beat AI to the punch
  • 00:15:58
    or beat AMD to the punch here but that
  • 00:16:00
    doesn't mean this is this is this is one
  • 00:16:03
    battle in a long war and just because
  • 00:16:06
    you get up in one battle it does not
  • 00:16:07
    mean you win the war in the end right
  • 00:16:10
    now also remember there's plenty to go
  • 00:16:12
    around for all types of different
  • 00:16:14
    companies here Nvidia can win AMD can
  • 00:16:17
    win arm can win broadcom can win there
  • 00:16:20
    could be a lot of companies to win
  • 00:16:21
    because here's what leis Sue in AMD said
  • 00:16:23
    in late 2023 and I wouldn't be surprised
  • 00:16:25
    if their their expectations are even
  • 00:16:26
    higher now okay AMD boldly declared that
  • 00:16:29
    the total addressable Market The Tam for
  • 00:16:32
    data center AI chips will reach
  • 00:16:34
    $400 billion dollar by
  • 00:16:38
    2027 representing compound annual growth
  • 00:16:40
    kagar of More than
  • 00:16:42
    70% so we're talking about this plenty
  • 00:16:45
    to go around here this is not like some
  • 00:16:47
    little finite Market that only one
  • 00:16:49
    company can win and no one else wins
  • 00:16:50
    okay now additionally there might be a
  • 00:16:52
    fear of like the mag 7 these companies
  • 00:16:55
    spend so much with Nvidia chips
  • 00:16:58
    specifically right and so Microsoft meta
  • 00:17:01
    Google Amazon Tesla these sorts of
  • 00:17:03
    companies and obviously way more
  • 00:17:05
    companies than just those they spend a
  • 00:17:06
    fortune an absolute fortune on AI chips
  • 00:17:11
    right but keep this in mind okay
  • 00:17:12
    everybody needs to keep this in mind
  • 00:17:14
    even if these companies slow the growth
  • 00:17:16
    of capex who's going to get hit the most
  • 00:17:18
    by that is it going to be
  • 00:17:20
    AMD no the one that would be most
  • 00:17:23
    negatively affected is NVIDIA cuz Nvidia
  • 00:17:25
    is the one that's already doing
  • 00:17:27
    unbelievably massive numbers right these
  • 00:17:30
    companies are already spending tens of
  • 00:17:32
    billions of dollars a quarter on Nvidia
  • 00:17:33
    chips so if there's a Slowdown in capex
  • 00:17:36
    AMD because they're so small in that
  • 00:17:38
    market relative to Nvidia Nvidia is the
  • 00:17:41
    one that feels it much more like AMD
  • 00:17:43
    could still grow at a rapid clip for the
  • 00:17:45
    next at least 5 10 years in this market
  • 00:17:48
    even with a slowing of capex that's
  • 00:17:50
    important to understand right the law of
  • 00:17:52
    large numb start to catch up with you a
  • 00:17:54
    bit here if you're in video over the
  • 00:17:56
    next few years right no this is AMD
  • 00:17:58
    looking at THX stock.com this is what's
  • 00:18:00
    projected based upon analyst
  • 00:18:01
    expectations for amd's Revenue uh I like
  • 00:18:05
    what I see I like what I see and I
  • 00:18:07
    wouldn't be surprised at all if AMD
  • 00:18:09
    comes in and beats these numbers I would
  • 00:18:12
    not be surprised at all additionally
  • 00:18:14
    this is where we're at right now when it
  • 00:18:15
    comes to earnings per share of AMD this
  • 00:18:17
    is where we're projected to go here a
  • 00:18:20
    long long Donkey Kong one Runway of
  • 00:18:24
    growth when it comes to earnings per
  • 00:18:25
    share the earnings per share you you
  • 00:18:28
    you're going to see you know have seen
  • 00:18:30
    in 2024 when we look back at this 5
  • 00:18:32
    years out 10 years out 15 years out
  • 00:18:34
    we're going to chuckle like jeez and
  • 00:18:37
    were only doing that for earnings per
  • 00:18:38
    share back then it's going to be a night
  • 00:18:40
    and day difference no different if you
  • 00:18:41
    looked at AMD today versus 5 years ago
  • 00:18:43
    or certainly 10 years ago right 10 years
  • 00:18:45
    ago they were talking about AMD might be
  • 00:18:47
    bankrupt AMD might go under right and
  • 00:18:49
    now you look at AMD you're like oh my
  • 00:18:51
    gosh this is one of the strongest
  • 00:18:51
    companies in the world incredible
  • 00:18:53
    incredible now here's my projections for
  • 00:18:56
    AMD over the next few years right based
  • 00:18:59
    upon where I have their revenues going
  • 00:19:01
    their net income earnings per share I
  • 00:19:03
    believe they'll be able to command
  • 00:19:04
    somewhere around a 30 to 40 PE given the
  • 00:19:06
    20% plus Topline growth 30 perish net
  • 00:19:09
    income growth which puts the stock keep
  • 00:19:11
    in mind I don't care where the stock is
  • 00:19:12
    in 2025 2026 because this is more just
  • 00:19:15
    buying time for me like I'm just buying
  • 00:19:17
    the stock right now and as a long-term
  • 00:19:18
    investor I don't care where the stock is
  • 00:19:20
    in 2025 2026 it doesn't make a
  • 00:19:21
    difference because I'm not looking at
  • 00:19:22
    get out of the stock 2027 is when I
  • 00:19:25
    first start caring about where AMD stock
  • 00:19:27
    is 2028 is when I start carrying more
  • 00:19:29
    right because when we start talking
  • 00:19:31
    about 3 years out four years out or
  • 00:19:33
    Beyond that's when I could potentially
  • 00:19:35
    start to take profits in stocks after
  • 00:19:37
    they've gone up immensely right so 2027
  • 00:19:39
    based upon my projections here we can
  • 00:19:42
    call it the stock should be somewhere
  • 00:19:43
    between $275 and about
  • 00:19:45
    $366 and today it's you know low $100
  • 00:19:49
    range right 2028 based upon my
  • 00:19:51
    projections here and these projections
  • 00:19:53
    are done 3000x uh stocks this is one of
  • 00:19:55
    my favorite features on there this will
  • 00:19:57
    put the stock somewhere around 300 50 to
  • 00:19:59
    about
  • 00:20:00
    $475 in 2028 which going be a compan on
  • 00:20:03
    your growth rate on the low end of 30%
  • 00:20:05
    on the high end of
  • 00:20:06
    40% I like that I like that a whole lot
  • 00:20:10
    and as amds remember when AMD starts to
  • 00:20:12
    build out these profits bigger and
  • 00:20:13
    bigger the earnings per share guess what
  • 00:20:15
    they're probably going to do they're
  • 00:20:16
    probably going to do either more big
  • 00:20:18
    Acquisitions to help the company get to
  • 00:20:20
    even a better position to position for
  • 00:20:22
    the next major cycles and even you know
  • 00:20:24
    markets we aren't even talking about
  • 00:20:25
    today right but Additionally you could
  • 00:20:28
    see this company doing massive share
  • 00:20:30
    BuyBacks right and you can see it do it
  • 00:20:32
    both and so AMD sets up very very well I
  • 00:20:36
    must say right and one last thing I want
  • 00:20:38
    to touch on here I don't know if you
  • 00:20:40
    guys follow me on my reaction channel
  • 00:20:41
    it's called Jeremy Le makes money but I
  • 00:20:43
    was bringing up a point here recently on
  • 00:20:45
    that reaction channel right where I
  • 00:20:46
    react to videos articles analyst
  • 00:20:48
    upgrades downgrades things like that and
  • 00:20:51
    I said AMD people got it really messed
  • 00:20:54
    up in regards to Nvidia and AMD they
  • 00:20:57
    think that AMD has to beat Nvidia like
  • 00:21:00
    there's some sort of false assumption
  • 00:21:02
    out there that like Nvidia has to go to
  • 00:21:04
    zero in order for AMD to win no that
  • 00:21:07
    doesn't have to happen at
  • 00:21:09
    all am there's plenty to go around here
  • 00:21:11
    Nvidia could be its $5 trillion market
  • 00:21:14
    cap and AMD could be a trillion dollar
  • 00:21:16
    market cap or two2 trillion doll market
  • 00:21:18
    cap there's plenty to go around there's
  • 00:21:20
    plenty for these companies to win and if
  • 00:21:22
    you look throughout history AMD and
  • 00:21:24
    Nvidia especially over the last 10 years
  • 00:21:27
    when one of them wins that ends up
  • 00:21:28
    winning sometimes one has to play
  • 00:21:30
    catchup to others sometimes in video
  • 00:21:32
    stock is outperforming AMD sometimes is
  • 00:21:33
    vice versa but then he like there's a
  • 00:21:36
    lot to go around here there's a massive
  • 00:21:38
    amount and remember we're going to be
  • 00:21:40
    talking about new chip markets 3 years
  • 00:21:43
    from now 5 years from now 7 years from
  • 00:21:45
    now 10 years from now that we're not
  • 00:21:46
    even discussing today it's not like
  • 00:21:49
    these AI data center related chips for
  • 00:21:51
    training and inference that's it no of
  • 00:21:54
    course there's going to be new chip
  • 00:21:56
    cycles for new products new capabilities
  • 00:21:58
    over this next number of years that
  • 00:22:00
    we're not even discussing today that are
  • 00:22:02
    going to give AMD new massive
  • 00:22:04
    opportunities Nvidia new massive
  • 00:22:06
    opportunities right there's going to be
  • 00:22:08
    new huge major tech companies built so
  • 00:22:12
    keep this in mind folks is a long Runway
  • 00:22:14
    of growth for the next decades honestly
  • 00:22:17
    decades these chips are going to need to
  • 00:22:18
    be needed and you know you got to
  • 00:22:21
    understand there a very special
  • 00:22:22
    Workforce at a company like AMD already
  • 00:22:24
    right stock number two these three
  • 00:22:26
    stocks that's incredible investment
  • 00:22:27
    opportunity
  • 00:22:29
    is Sofi Technologies want to talk about
  • 00:22:32
    a company with Decades of growth ahead
  • 00:22:34
    Sofi Technologies is that company now
  • 00:22:37
    when it comes to Sofi they're led by
  • 00:22:39
    this man Anthony notto he's LED this
  • 00:22:41
    company for well over 5 years now at
  • 00:22:43
    this point in time Anthony notto he used
  • 00:22:46
    to be a managing director at Goldman
  • 00:22:48
    Sachs important position at Goldman
  • 00:22:49
    Sachs he was a CFO of the National
  • 00:22:52
    Football League he was a CEO of Twitter
  • 00:22:54
    and he used to be the head of Twitter
  • 00:22:56
    Ventures okay so a man has a massive
  • 00:22:59
    amount of extremely valuable experience
  • 00:23:02
    prior to joining Sofi as a CEO
  • 00:23:05
    incredible resume that this man has now
  • 00:23:08
    when it comes to Sofi you got to
  • 00:23:09
    understand there's two main I would say
  • 00:23:11
    businesses that you have to consider for
  • 00:23:13
    Sofi first is there is their there's
  • 00:23:16
    their banking side of the business which
  • 00:23:18
    sometimes they'll take their banking
  • 00:23:19
    risk sometimes they'll kind of be like
  • 00:23:22
    an affiliate kind of a middleman between
  • 00:23:24
    you know them and somebody that actually
  • 00:23:26
    takes the loan risk there but when it
  • 00:23:28
    comes to Sofi we're talking personal
  • 00:23:30
    loans we're talking banking get up to
  • 00:23:31
    $300 with direct deposit which is genius
  • 00:23:34
    by the way because you can attract so
  • 00:23:35
    many young people with doing that and
  • 00:23:37
    then they end up banking with Sofi for
  • 00:23:39
    decades to go how do I know that the guy
  • 00:23:41
    you're looking at right in front of you
  • 00:23:42
    when I set up my first bank account it
  • 00:23:44
    was like 2008 and Chase JP Morgan Chase
  • 00:23:48
    they had a they had some sort of thing
  • 00:23:50
    where essentially you got $250 free if
  • 00:23:52
    you set up direct deposit with them
  • 00:23:54
    guess what I did set up direct deposit
  • 00:23:56
    with them and I still love Chase to this
  • 00:23:57
    day right it's genius absolutely genius
  • 00:24:00
    that they do this credit scores and
  • 00:24:02
    insights mortgage loans invest through
  • 00:24:04
    Sofi student loan refinancing private
  • 00:24:06
    student loans credit cards right they're
  • 00:24:08
    a One-Stop shop for everything banking
  • 00:24:10
    related digital Focus not Branch Focus
  • 00:24:13
    like traditional Wells Fargo JP Morgan
  • 00:24:15
    Bank of America those guys okay now
  • 00:24:18
    additionally they have their Tech side
  • 00:24:19
    of the business which is Galileo right
  • 00:24:21
    and Galileo works with a ton of
  • 00:24:23
    innovative companies Dave they work with
  • 00:24:25
    toast they work with H&R Block they they
  • 00:24:27
    obviously so five right and when it
  • 00:24:29
    comes to Galileo side of their business
  • 00:24:31
    this is really for entrepreneurs that
  • 00:24:33
    are trying to build Finance related
  • 00:24:36
    products right or it can be for even
  • 00:24:39
    like bigger financial institutions to
  • 00:24:41
    use Galileo to help kind of with the
  • 00:24:43
    digital transformation of their business
  • 00:24:45
    as well right now banking they help with
  • 00:24:48
    that B2B payments cryptocurrency
  • 00:24:51
    embedded Finance investing all backend
  • 00:24:53
    stuff for finance related apps Banks
  • 00:24:56
    things like that okay now when it comes
  • 00:24:59
    to Sofi looking ATX stocks.com here how
  • 00:25:01
    beautiful is this chart on a tril
  • 00:25:04
    12month basis of Revenue over time right
  • 00:25:06
    it's gorgeous this is what's projected
  • 00:25:08
    to happen this is what has happened for
  • 00:25:10
    Sofi it's absolutely beautiful company
  • 00:25:12
    just has growth on growth on growth and
  • 00:25:14
    I don't really see that stopping for
  • 00:25:15
    decades to go in the future right now
  • 00:25:18
    Additionally the flip has happened
  • 00:25:19
    already with Sofi what is the flip the
  • 00:25:22
    flip is when you go from losing a ton of
  • 00:25:24
    money year in and year out quarter in
  • 00:25:25
    and quarter out to start becoming a
  • 00:25:27
    money maker on the the bottom line right
  • 00:25:29
    and so you're not just bringing in
  • 00:25:30
    revenue for Revenue sake but you're
  • 00:25:31
    actually starting to make money on the
  • 00:25:32
    bottom line it's happened it's over the
  • 00:25:35
    flip has happened so now the question
  • 00:25:38
    for Sofi there used to be a talk around
  • 00:25:40
    Sofi about when will Sofi get profitable
  • 00:25:44
    that's no longer a
  • 00:25:45
    discussion now what we're discussing in
  • 00:25:47
    regards to Sofi is how profitable is
  • 00:25:51
    Sofi going to get and how quickly and I
  • 00:25:53
    can tell you that's a very very
  • 00:25:56
    different discussion than and when are
  • 00:25:59
    they going to make money because a lot
  • 00:26:00
    of people don't want to own a bank if
  • 00:26:02
    you want to call Sofi a bank which they
  • 00:26:04
    a lot more in a bank but they don't want
  • 00:26:05
    to own a bank that doesn't make money
  • 00:26:08
    that's no longer an issue so Sofi now
  • 00:26:11
    sets up tremendous for the long term
  • 00:26:13
    here now this brings me to Netflix
  • 00:26:16
    because Sofi reminds me a lot of Netflix
  • 00:26:19
    right when you think about Netflix which
  • 00:26:21
    now is a $366 billion company what did
  • 00:26:26
    Netflix do that was so incredible right
  • 00:26:28
    well Netflix really focused on being
  • 00:26:30
    digital first by being digital first
  • 00:26:33
    right they will they were able to you
  • 00:26:36
    know remember Netflix way back in the
  • 00:26:38
    day was a mail-in service right which
  • 00:26:40
    undercut even like Blockbuster Hollywood
  • 00:26:42
    Video Red Box things like that right and
  • 00:26:45
    then they focus to digital from there
  • 00:26:46
    and if you think about Sofi what are
  • 00:26:48
    they they digital first they're all
  • 00:26:50
    about the app the website digital first
  • 00:26:53
    they go find a Sofi Branch somewhere
  • 00:26:55
    good luck okay doesn't exist that's not
  • 00:26:58
    not what they do whereas well as Fargo
  • 00:27:00
    Bank of America JP Morgan all these guys
  • 00:27:02
    they got these massive amount of
  • 00:27:04
    locations right these incredible you
  • 00:27:06
    know massive workforces behind those
  • 00:27:08
    companies and that reminds you a lot of
  • 00:27:10
    what blockbuster video had Hollywood
  • 00:27:12
    Video had red box right red box had all
  • 00:27:14
    those boxes that seemed like they're in
  • 00:27:16
    front of every dang Walgreens and CVS
  • 00:27:18
    and Walmart out there right Blockbuster
  • 00:27:20
    Hollywood video stores all over the
  • 00:27:23
    place and obviously we know those don't
  • 00:27:24
    exist today right and then what Netflix
  • 00:27:27
    did is they went to to more original
  • 00:27:29
    content over time well with Sofi they
  • 00:27:31
    like to play a lot of the middleman
  • 00:27:32
    right where they don't take the loan
  • 00:27:34
    risk in the end on many various
  • 00:27:36
    products I think longer term and we're
  • 00:27:38
    really talking 2030 and Beyond I
  • 00:27:41
    wouldn't be surprised if Sofi wants to
  • 00:27:42
    take loan risk as well and the reason
  • 00:27:44
    being is you make more money doing it
  • 00:27:45
    that way right so Sofi for this next
  • 00:27:48
    maybe five years is going to be much
  • 00:27:50
    more focused on trying to be less capex
  • 00:27:54
    more margin heavy but I wouldn't be
  • 00:27:56
    surprised if longer term give the
  • 00:27:58
    company even a bigger Moe if they start
  • 00:28:00
    end up taking more loan risk I'm talking
  • 00:28:02
    5 10 years from now right and then we
  • 00:28:05
    start talking about a Sofi that builds
  • 00:28:07
    into a multi hundred billion doll market
  • 00:28:09
    cap not a company that's in the 10 to20
  • 00:28:11
    billion market cap like it is today okay
  • 00:28:14
    we start talking about Sofi becoming a
  • 00:28:16
    banking
  • 00:28:18
    giant a finance giant not a little guy
  • 00:28:22
    now additionally when it comes to Sofi I
  • 00:28:24
    I think this is one of those stocks like
  • 00:28:26
    you know I'm already up 132% on this
  • 00:28:28
    stock I own 3,700 shares in the public
  • 00:28:31
    count I own some shares and other
  • 00:28:32
    portfolios but I I think this is a stock
  • 00:28:34
    I'm going to look back on and be like
  • 00:28:35
    why didn't iest invest more and that
  • 00:28:38
    happens sometimes um and I think Sofi is
  • 00:28:40
    going to end up being one of those
  • 00:28:41
    stocks in the end that I look back and
  • 00:28:43
    I'm like wow didn't I invest more in
  • 00:28:45
    that company and you know what stock it
  • 00:28:47
    reminds me a lot of it reminds me a lot
  • 00:28:49
    of paler so much and paler is an
  • 00:28:51
    incredible stock that I'm up 855 per on
  • 00:28:55
    but SOI reminds me a lot of paler not
  • 00:28:58
    you know obviously completely different
  • 00:28:59
    business models and sectors and
  • 00:29:01
    industries right but in terms of
  • 00:29:02
    shareholder base like a very core loyal
  • 00:29:06
    shareholder base at Sofi same exact
  • 00:29:08
    thing with paler where people are very
  • 00:29:09
    tied in with everything the company's up
  • 00:29:11
    to what they're doing there and just
  • 00:29:13
    being very future looking rather than
  • 00:29:15
    looking in the rearview mirror they're
  • 00:29:17
    really focused on the future so there's
  • 00:29:19
    a lot of like similarities I see in Sofi
  • 00:29:22
    that reminds me a lot of when I was
  • 00:29:24
    investing in paler okay already guys and
  • 00:29:26
    obviously I'm still investing in paler
  • 00:29:28
    it's just I'm not actively buying the
  • 00:29:29
    stock anymore I'm just a holder at
  • 00:29:31
    palente here now all right guys stock
  • 00:29:32
    number three of three that has Decades
  • 00:29:35
    of growth ahead and is an incredible
  • 00:29:37
    investment opportunity is cheese cake
  • 00:29:41
    factory yes this one has Decades of
  • 00:29:44
    growth ahead now when it comes to
  • 00:29:46
    Cheesecake Factory there's two
  • 00:29:48
    individuals you got to understand that
  • 00:29:49
    are very important into the story one is
  • 00:29:52
    this gentleman I'm showing you right now
  • 00:29:54
    David Overton he's led the company since
  • 00:29:56
    199 1992 and he was you know the founder
  • 00:30:00
    of the basically the company before okay
  • 00:30:03
    and he's done phenomenal job I mean he
  • 00:30:05
    built one of the most famous restaurant
  • 00:30:07
    chains in the history of mankind in the
  • 00:30:09
    Cheesecake Factory like it's incredible
  • 00:30:11
    like what a success what a success right
  • 00:30:14
    but there's another key individual in
  • 00:30:15
    the story that I think is going to end
  • 00:30:17
    up being so impactful even though he
  • 00:30:20
    doesn't technically work for the company
  • 00:30:22
    but it's this man right here Sam Fox is
  • 00:30:25
    a founder and CEO of Fox restaurant
  • 00:30:27
    Concepts is a third generation
  • 00:30:28
    restaurant tour and he has opened many
  • 00:30:31
    restaurants across the United States Fox
  • 00:30:33
    grew up in Tucson Arizona where he
  • 00:30:35
    helped his parents restaurants he
  • 00:30:37
    dropped out of college before his junior
  • 00:30:39
    year he opened up his first restaurant
  • 00:30:41
    at the age of 21 a 10 time James Beard
  • 00:30:45
    award semifinalist for restaurant tour
  • 00:30:47
    of the Year named one of the 50 most
  • 00:30:50
    influential people in the restaurant
  • 00:30:52
    industry by nation's restaurant news for
  • 00:30:54
    5 years in a row and he's also a New
  • 00:30:57
    York Times best selling cookbook author
  • 00:31:00
    incredible man and the reason I show you
  • 00:31:02
    that there is he founded a company named
  • 00:31:03
    Fox restaurant uh Fox restaurant
  • 00:31:06
    Concepts okay and basically news came
  • 00:31:09
    out summer of 2019 July 31st 2019 that
  • 00:31:13
    Cheesecake Factory was going to acquire
  • 00:31:15
    Fox restaurant Concepts Fox restaurant
  • 00:31:18
    Concepts owned North Italia they owned
  • 00:31:21
    you know uh flower child and a lot of
  • 00:31:23
    other Concepts okay now all these
  • 00:31:26
    Concepts were extremely highly rated
  • 00:31:28
    very busy locations very you know good
  • 00:31:31
    margins with them and were loved by
  • 00:31:33
    their consumers and that deal ended up
  • 00:31:35
    actually going through and was approved
  • 00:31:37
    and it went through on October 2nd
  • 00:31:39
    2019 and then what happened shortly
  • 00:31:42
    after that a few months later the
  • 00:31:44
    worldwide economy closes down boom Rona
  • 00:31:49
    hits and who even cares about a
  • 00:31:52
    restaurant company or a restaurant stock
  • 00:31:55
    when the worldwide economy has closed
  • 00:31:57
    down and restaurants are closed down
  • 00:31:59
    right and so Cheesecake Factory goes
  • 00:32:01
    through this kind of time period where
  • 00:32:03
    no one pays attention to it no one cares
  • 00:32:06
    about it and the reason being is people
  • 00:32:08
    looked at and they're like like the
  • 00:32:09
    world's closed like do we want to own a
  • 00:32:11
    restaurant no we don't want to own a any
  • 00:32:14
    restaurant stock and then what happened
  • 00:32:16
    we got hit with the highest inflation
  • 00:32:17
    the restaurant sector has seen in
  • 00:32:19
    decades and decades and decades so you
  • 00:32:21
    have 2022 come along no one wants to
  • 00:32:22
    touch anything restaurant stock related
  • 00:32:24
    right meanwhile Cheesecake Factory is
  • 00:32:27
    opening more of these North Italia
  • 00:32:29
    locations more of these flowerchild
  • 00:32:31
    locations and seeing incredible comps
  • 00:32:33
    from them and the more this time ticks
  • 00:32:35
    on the more it starts to become obvious
  • 00:32:37
    the north Italian flowerchild Concepts
  • 00:32:40
    two restaurant Concepts one in the
  • 00:32:42
    Italian space and one more in the
  • 00:32:44
    healthy food space kind of like a
  • 00:32:45
    Chipotle Cava type competitor almost
  • 00:32:48
    right it's becomes very obvious by now
  • 00:32:51
    these two concepts are going to go
  • 00:32:53
    across the entire United States of
  • 00:32:55
    America and maybe even International
  • 00:32:56
    long term but they're going to go to
  • 00:32:58
    Every major city with likely multiple
  • 00:33:00
    locations in every major city across the
  • 00:33:03
    United States of America over the next
  • 00:33:05
    few years and that has now become
  • 00:33:07
    obvious right and so now these two
  • 00:33:10
    concepts they're they're the only
  • 00:33:12
    company you're going to be able to find
  • 00:33:13
    out there that has two concepts that are
  • 00:33:16
    so successful that they're going to be
  • 00:33:17
    able to build hundreds of these
  • 00:33:18
    locations over the next number of years
  • 00:33:21
    across North America it's incredible
  • 00:33:23
    meanwhile they have their obviously
  • 00:33:24
    insanely famous ATM machine which is a
  • 00:33:26
    Cheesecake Factory and then the best
  • 00:33:29
    part is we're not even done even when
  • 00:33:31
    North Italian flower child even if let's
  • 00:33:34
    say 10 years in the future and they
  • 00:33:35
    build a North Italian a flower child
  • 00:33:37
    everywhere you think they could build
  • 00:33:38
    one it's like there's no more
  • 00:33:39
    opportunity they have so many Concepts
  • 00:33:41
    coming behind that like Blanco which is
  • 00:33:43
    a Mexican concept like Culinary Dropout
  • 00:33:46
    that are in testing phase right now when
  • 00:33:47
    I say testing phase I don't mean like
  • 00:33:49
    they're trying to see if they can make
  • 00:33:50
    money off this no they're testing it in
  • 00:33:53
    more and more markets across the United
  • 00:33:54
    States to see if they should take this
  • 00:33:56
    completely National
  • 00:33:58
    now when it comes to Cheesecake Factory
  • 00:34:00
    they're going to become a big dog
  • 00:34:01
    there's no doubt in my mind right and
  • 00:34:03
    when we talk about big dogs in the
  • 00:34:05
    restaurant space we're talking about
  • 00:34:06
    companies that you know are tens of
  • 00:34:08
    billions of dollars of market cap
  • 00:34:10
    Cheesecake Factory today is a little
  • 00:34:12
    over a $2 billion market cap cake will
  • 00:34:14
    become a big dog flower child in North
  • 00:34:16
    Italia alone will get them to become a
  • 00:34:18
    big dog then you add Cheesecake Factory
  • 00:34:20
    concept on that and then likely Concepts
  • 00:34:22
    coming behind those it's an incredible
  • 00:34:24
    and remember the more money this company
  • 00:34:26
    starts making what are they going to be
  • 00:34:27
    able to do massive share BuyBacks if
  • 00:34:30
    they want increase the dividend if they
  • 00:34:31
    want build more locations if they want
  • 00:34:33
    start new Concepts they've got it man
  • 00:34:36
    they've the next 10 20 years they they
  • 00:34:38
    got it they are the in my opinion
  • 00:34:41
    they're the most exciting Restaurant
  • 00:34:43
    related concept by a mile for the next
  • 00:34:46
    10 20 years and it's not even close and
  • 00:34:49
    I looked at every one of these stocks I
  • 00:34:51
    look at Chipotle I look at Cav I look at
  • 00:34:52
    Texas Roadhouse I look at them all and
  • 00:34:55
    there's nothing I found that's remotely
  • 00:34:57
    even close to as exciting as of an
  • 00:35:00
    opportunity as Cheesecake Factory is
  • 00:35:02
    over this next number of years and so
  • 00:35:03
    what I'm doing right now is I'm buying
  • 00:35:05
    every share in sight and I'm even
  • 00:35:07
    averaging up on shares which is you know
  • 00:35:09
    pretty rare for me to say you know what
  • 00:35:11
    I'm already up on the stock I'm already
  • 00:35:12
    making good money I'm going to buy more
  • 00:35:13
    shares because that's how much I believe
  • 00:35:16
    in this this one over this next 10 plus
  • 00:35:18
    years decades of growth ahead for
  • 00:35:20
    Cheesecake Factory okay listen take
  • 00:35:23
    action take action take investing
  • 00:35:25
    serious remember that first 10 minutes
  • 00:35:28
    of this video because I can tell you all
  • 00:35:30
    this is impossible without taking action
  • 00:35:31
    and taking investing serious I started
  • 00:35:34
    doing that 15 plus years ago and
  • 00:35:36
    obviously has changed my life and so
  • 00:35:38
    make sure you take action make sure you
  • 00:35:39
    start taking the stuff serious don't
  • 00:35:40
    just gamble your money out there make
  • 00:35:42
    sure you know what you're doing okay my
  • 00:35:44
    private group can help you get up to a
  • 00:35:46
    much higher level than where you're at
  • 00:35:47
    today so you know what the heck you're
  • 00:35:49
    doing you can be confident when you go
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    to make your investment decisions
  • 00:35:51
    thousand X can help tremendously with
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    that my entire research platform we
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    built from the ground up it's incredible
  • 00:35:58
    if you want access to all that pin
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    comment fill a form we'll see if we can
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    get you access to that in the next few
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    weeks here much love and have a great
  • 00:36:04
    day
Tag
  • stocks
  • investment
  • AMD
  • Sofi Technologies
  • Cheesecake Factory
  • finance
  • long-term growth
  • personal finance
  • AI market
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