This Changes EVERYTHING for Investors‼️

00:37:37
https://www.youtube.com/watch?v=v7Arp52edIg

Sintesi

TLDRIn this video, the speaker celebrates the growth of public stock accounts, which have surged from $1.1 million to nearly $3.4 million in three years. They congratulate investors who have reached all-time highs in their portfolios and discuss the importance of being strategically positioned in the stock market. Key topics include Google's Whimo self-driving cars gaining attention due to protests, Meta's potential $10 billion investment in Scale AI, and AMD's recent stock performance. The speaker also highlights a proposed government initiative to fund stock accounts for children, which could lead to significant market inflows. Overall, the video emphasizes the ongoing opportunities in the stock market and the importance of understanding market dynamics.

Punti di forza

  • 📈 Public account value hits nearly $3.4 million!
  • 🎉 Congratulations to investors reaching all-time highs!
  • 🚗 Google's Whimo gains publicity from LA protests.
  • 💰 Meta considers a $10 billion investment in Scale AI.
  • 📊 AMD's stock is up over $25,000 recently.
  • 👶 Proposed MAGA accounts could boost stock market inflows.
  • 📉 Expect P/E ratios to remain above 20 for years.
  • 🍰 Cake stock nearing all-time highs!
  • 🇺🇸 US stocks remain the best investment option.
  • 💡 Be well-positioned to take advantage of market growth.

Linea temporale

  • 00:00:00 - 00:05:00

    The video begins with a celebration of the public account reaching an all-time high of nearly $3.4 million, a significant increase from $1.1 million three years ago. The speaker congratulates those whose portfolios have also hit new highs and reflects on the favorable market conditions over the past 30 months, emphasizing the importance of being well-positioned in the stock market during lucrative periods.

  • 00:05:00 - 00:10:00

    The speaker discusses a new government initiative proposed by the Trump administration called MAGA accounts, which would provide $1,000 in seed money for index fund accounts for children born between 2025 and 2028. This initiative could potentially lead to significant inflows into the stock market, although it is not guaranteed to pass. The speaker highlights the potential for additional contributions from parents and companies, which could further boost market participation.

  • 00:10:00 - 00:15:00

    The video shifts focus to Google and its self-driving car division, Whimo, which gained significant media attention due to protests in LA. The speaker argues that this publicity could serve as valuable marketing for Whimo, positioning it as a key player in the self-driving vehicle market. The discussion emphasizes the importance of branding and public perception in the tech industry.

  • 00:15:00 - 00:20:00

    Meta is highlighted as the largest position in the public account, with discussions about its potential investment in Scale AI, which could exceed $10 billion. The speaker contrasts Scale AI with Palantir, explaining their different business models and target markets. The significance of AI in Meta's future growth is underscored, particularly in relation to its advertising revenue.

  • 00:20:00 - 00:25:00

    AMD's stock performance is discussed, noting a recent increase of over $25,000 in the public account. The speaker mentions a positive revision from Citigroup and the upcoming AI event where AMD's future plans will be unveiled. The importance of Wall Street's understanding of AMD's potential is emphasized, with a prediction of significant stock price increases if the company can effectively communicate its vision.

  • 00:25:00 - 00:30:00

    The speaker discusses Cake, a stock nearing all-time highs, attributing its success to the overall performance of the Russell index. The potential for Cake to reach even higher valuations is explored, with the speaker expressing confidence in its growth prospects and the appeal of its low P ratios compared to other growth companies.

  • 00:30:00 - 00:37:37

    The video concludes with an invitation for viewers to join the private stock group for more insights and investment strategies. The speaker expresses gratitude for the audience's support and encourages engagement through likes and subscriptions.

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Mappa mentale

Video Domande e Risposte

  • What is the current public account value mentioned in the video?

    The public account value is nearly $3.4 million.

  • What significant investment is Meta considering?

    Meta is in talks to invest over $10 billion in Scale AI.

  • What recent event brought attention to Google's Whimo?

    Whimo gained publicity due to protests in LA where some of their self-driving cars were burned.

  • What is the proposed government initiative discussed?

    The initiative proposes to seed stock accounts for children with $1,000 in government funds.

  • How much has AMD's stock increased recently?

    AMD's stock is up over $25,000 in the public account.

  • What is the significance of the proposed MAGA accounts?

    MAGA accounts would provide $1,000 in government funds for children born between 2025 and 2028, potentially increasing stock market inflows.

  • What is the speaker's view on the future of P/E ratios?

    The speaker believes P/E ratios will remain above 20 for the foreseeable future.

  • What is the current performance of Cake stock?

    Cake stock is nearing all-time highs and is performing well.

  • What does the speaker suggest about investing in US stocks?

    The speaker suggests that US stocks remain the best investment option compared to alternatives like Bitcoin or real estate.

  • What is the speaker's advice for investors?

    The speaker encourages investors to be well-positioned in the market and to take advantage of significant growth periods.

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Scorrimento automatico:
  • 00:00:00
    Well, you got to be flipping my
  • 00:00:02
    flapjacks. Look at that public account
  • 00:00:05
    new all-time high here today. Nearly
  • 00:00:08
    $3.4 million. Congratulations to
  • 00:00:12
    everyone who hit all-time highs today.
  • 00:00:14
    Let me know in the comments section if
  • 00:00:16
    your portfolios hit all-time highs
  • 00:00:17
    today. I would love to hear from you
  • 00:00:19
    guys in that comment section. Incredible
  • 00:00:21
    move obviously from where we were at 3
  • 00:00:23
    years ago. 3 years ago, the public count
  • 00:00:25
    was at 1.1 million and to now see us
  • 00:00:27
    just under 3.4 4 million is uh
  • 00:00:29
    absolutely beautiful, man. Absolutely
  • 00:00:31
    beautiful move. Uh we've been fortunate
  • 00:00:33
    over the past 30 months to just
  • 00:00:35
    absolutely have a great time in the
  • 00:00:38
    market, right? And I posted this inside
  • 00:00:39
    my private stock group. I said there's
  • 00:00:40
    certain time periods you need to kill it
  • 00:00:42
    in the market. The past 2 and 1/2 years
  • 00:00:44
    represent a time period like that. What
  • 00:00:46
    a time it has been. Congrats to all that
  • 00:00:49
    have been invested this past 30 months.
  • 00:00:50
    And and you know, you go through these
  • 00:00:52
    like 2 to threeear spans where there's
  • 00:00:55
    just so much money to be made. And of
  • 00:00:56
    course, there's always money to be made
  • 00:00:58
    in the stock market, regardless if the
  • 00:00:59
    market's going up or down. You just have
  • 00:01:01
    to be positioned properly, right? But
  • 00:01:03
    there's certain time periods that are
  • 00:01:04
    really just big time money makers where
  • 00:01:07
    you're going to be able to scale your
  • 00:01:08
    portfolios to higher highs than you ever
  • 00:01:11
    thought possible. And I mean, we go back
  • 00:01:13
    3 years ago looking at the public count
  • 00:01:14
    at 1.1 mil. Who would have thought, you
  • 00:01:17
    know, 30, you know, 36 months later,
  • 00:01:20
    we'd be at around $3.4 million. Like,
  • 00:01:22
    what a change. And I'm sure a lot of you
  • 00:01:24
    guys that have been investing this past,
  • 00:01:26
    you know, 2 to 3 years, you've seen your
  • 00:01:28
    portfolio grow immensely and you're
  • 00:01:29
    looking at numbers that you're like,
  • 00:01:30
    "Dang, man. 2 or 3 years ago, I couldn't
  • 00:01:32
    imagine my portfolio being this big."
  • 00:01:34
    And now you're at those sorts of
  • 00:01:36
    numbers. So, congratulations to
  • 00:01:37
    everybody out there. No, we have some
  • 00:01:39
    massive developments and and I got to
  • 00:01:41
    speak about this first development right
  • 00:01:43
    off the bat around these Trump accounts,
  • 00:01:45
    okay? Because it's very rare that
  • 00:01:47
    something is happening in the government
  • 00:01:48
    that could absolutely be huge for the
  • 00:01:51
    overall stock market. I want to explain
  • 00:01:52
    what's going on there so everybody kind
  • 00:01:54
    of gets that. Right, Google McDougall.
  • 00:01:56
    This is a a relatively new position for
  • 00:01:58
    me in the public account. I first added
  • 00:02:00
    the stock in April 2025, April 23rd to
  • 00:02:03
    be exact, right? And so, so far we're up
  • 00:02:05
    $9,100. Now, this was a huge weekend for
  • 00:02:08
    Google and the reason being is one of
  • 00:02:11
    their businesses was all over the
  • 00:02:14
    internet, all over social media. I mean,
  • 00:02:16
    it was trending everywhere. Whimo has
  • 00:02:18
    been trending for the past several days.
  • 00:02:21
    And the reason being is they got caught
  • 00:02:22
    up in this whole LA protest and whatnot.
  • 00:02:26
    And so I want to talk about what's going
  • 00:02:28
    on there, why it matters for Whimo, cuz
  • 00:02:31
    this is actually huge for Whimo. What's
  • 00:02:32
    going on here? And I'm like, man, people
  • 00:02:34
    are totally missing like what's actually
  • 00:02:35
    going on here. Okay, Meta. Meta is the
  • 00:02:38
    biggest position in the public account,
  • 00:02:39
    $1.1 million position now at this point
  • 00:02:41
    in time. Several big things are going on
  • 00:02:44
    for Meta right now that I got to talk
  • 00:02:45
    about. Okay, this news just broke here
  • 00:02:47
    today. Metan talks over scale AI
  • 00:02:49
    investment that could exceed 10 billion
  • 00:02:52
    dollars. Now I want to talk about this
  • 00:02:54
    scale AI company what they do what
  • 00:02:58
    matters for this investment. How does it
  • 00:02:59
    differ from a company like Palanteer?
  • 00:03:01
    Cuz you see a company like the Scale AI
  • 00:03:03
    and you're like wait a minute is this
  • 00:03:04
    like another Palanteer type company a
  • 00:03:05
    competitor of Palanteer? We'll speak
  • 00:03:07
    about that and I'll explain in that.
  • 00:03:08
    Additionally there's something very
  • 00:03:10
    exciting going on with the meta glasses
  • 00:03:12
    right now. You know, everybody's always,
  • 00:03:14
    you know, tied up in what's going on
  • 00:03:16
    with Facebook, WhatsApp, and Instagram
  • 00:03:18
    because those are the big money drivers.
  • 00:03:19
    But this Meta product has been taken
  • 00:03:21
    off. And there's a huge thing that I
  • 00:03:24
    need to explain that's going on out
  • 00:03:25
    there in regards to those Meta Glasses.
  • 00:03:27
    Okay, AMD. Woo! AMD is rolling right
  • 00:03:30
    now. Now, we're up $25,000 plus on AMD
  • 00:03:33
    in the public account. And it seems like
  • 00:03:35
    just yesterday we were negative on AMD.
  • 00:03:37
    Like, look at how negative I was on AMD
  • 00:03:39
    back in April. Oh my gosh. Like I must
  • 00:03:41
    have been easily 50,00075,000 if not
  • 00:03:44
    $100,000 negative on AMD. Probably not
  • 00:03:46
    $100,000 but probably in that $50,000 to
  • 00:03:48
    $75,000 range, right? And now already up
  • 00:03:51
    $25,000 plus. AMD is rolling. What's
  • 00:03:54
    going on with this stock? I'll explain
  • 00:03:57
    that in this video and where that
  • 00:03:58
    stock's headed from here. Okay, Cake is
  • 00:04:00
    another one that rolling. Cake is now at
  • 00:04:02
    super close to all-time highs. This is
  • 00:04:03
    the highest Cake stock has been in like
  • 00:04:06
    four years, if not over four years. So,
  • 00:04:09
    I need to explain what's going on with
  • 00:04:10
    Cake. Now, we're at $58,000 on that
  • 00:04:12
    stock in the public account, and that
  • 00:04:14
    doesn't even include the dividends
  • 00:04:16
    received, right? So, what's going on
  • 00:04:17
    with Cake? Folks, this is an
  • 00:04:19
    action-packed video. We're going to get
  • 00:04:21
    straight into it. Only one thing I need
  • 00:04:23
    from you. I hope you can do it. I need
  • 00:04:25
    you just to smash that thumbs up button.
  • 00:04:27
    That's all I ask in return. Even if you
  • 00:04:29
    don't usually do that for other people
  • 00:04:31
    on YouTube, please do it for me. That's
  • 00:04:33
    all I need in this life, okay? Just
  • 00:04:35
    smash the like button. That's all I
  • 00:04:36
    need. If you want to subscribe to the
  • 00:04:37
    channel, you can certainly subscribe.
  • 00:04:38
    We're now How many subscribers do we
  • 00:04:40
    have on the channel? I think it's over
  • 00:04:41
    860,000 or something like that. So, I
  • 00:04:43
    appreciate every single one of you for
  • 00:04:45
    being here. Okay,
  • 00:04:47
    so we look at this. Right off the bat,
  • 00:04:50
    we got a rare massive thing for the
  • 00:04:53
    stock market that has something to do
  • 00:04:54
    with the government. Okay. So, there's
  • 00:04:59
    this development here on basically the
  • 00:05:03
    Trump administration, Trump
  • 00:05:04
    specifically, is trying to push through
  • 00:05:06
    this thing which is money accounts for
  • 00:05:08
    growth in advancement or MAGA accounts
  • 00:05:11
    they call them. Okay? Which would seed
  • 00:05:13
    index fund accounts with $1,000 in
  • 00:05:16
    government funds for US citizens born
  • 00:05:18
    between January 1st, 2025 and December
  • 00:05:21
    31st, 2028. Now, if this program does
  • 00:05:25
    start, my guess is it will probably be
  • 00:05:28
    continued for future presidents as well,
  • 00:05:31
    whether they're Republican or Democrat.
  • 00:05:32
    But that's if this gets through, right?
  • 00:05:34
    The tax deferred accounts, which track
  • 00:05:37
    the overall US stock market, allow
  • 00:05:39
    additional contributions of up to $5,000
  • 00:05:42
    per year. The seed money will be funded
  • 00:05:44
    by the Treasury Department and
  • 00:05:46
    controlled by the child's guardians,
  • 00:05:48
    parents. funds can can be distributed
  • 00:05:51
    once the beneficiary turns 18 years old.
  • 00:05:55
    Now, couple things here before we get in
  • 00:05:57
    the good of this one. This could get
  • 00:05:59
    blocked. It could get blocked. This is
  • 00:06:01
    not a guarantee to go through. It's
  • 00:06:03
    looking decent, I would say, right now,
  • 00:06:05
    but it might still get blocked. Second
  • 00:06:07
    thing is, okay, the the the government
  • 00:06:09
    gives the $1,000 to the kids, right, in
  • 00:06:11
    this fund. Uh there's also potential the
  • 00:06:14
    parents never contribute anything to it.
  • 00:06:16
    So, do keep that in mind. Okay, but
  • 00:06:18
    here's a deal. Okay, Dell came out
  • 00:06:21
    today. Michael Dell came out and he said
  • 00:06:23
    that if the government does this,
  • 00:06:25
    essentially Dell will then match what
  • 00:06:27
    the government does. So they would then
  • 00:06:29
    put $1,000 in this fund for every of
  • 00:06:31
    their employees that has a kit
  • 00:06:34
    essentially. Okay. And so then you got
  • 00:06:36
    a,000 going into the stock market from
  • 00:06:38
    the government. You got another thousand
  • 00:06:39
    going in for a company like Dell if this
  • 00:06:41
    ends up going through, right? Which is
  • 00:06:42
    pretty substantial. Also Uber CEO Dar
  • 00:06:45
    Dara you know is for this. Goldman Sachs
  • 00:06:48
    David Solomon was there as well today.
  • 00:06:50
    He's very excited about it right now
  • 00:06:53
    based upon this, you know, $1,000 times
  • 00:06:55
    3.6 million children are born a year
  • 00:06:58
    roughly. It's about $3.6 billion of year
  • 00:07:01
    of inflow to the stock market. Now keep
  • 00:07:03
    in mind $3.6 billion in government terms
  • 00:07:05
    is actually not a big number. It's not
  • 00:07:07
    like this is some budget blowing like oh
  • 00:07:10
    my gosh like this they're going to blow
  • 00:07:12
    up the budget with this like no like 3.6
  • 00:07:14
    billion sadly enough for the government
  • 00:07:17
    in this day and age is just a rounding
  • 00:07:19
    error to be honest this would just be a
  • 00:07:21
    rounding error which is why I think it
  • 00:07:23
    has a pretty decent probability of going
  • 00:07:25
    through right but it would be $3.6 6
  • 00:07:27
    billion a year of inflow, right? That
  • 00:07:30
    it's basically kind of like locked away.
  • 00:07:31
    It's basically locked away until the kid
  • 00:07:33
    turns 18, right? Now, keep in mind, my
  • 00:07:36
    guess is if this does go through and
  • 00:07:37
    they execute it well, which keep in mind
  • 00:07:39
    when the government's involved, it might
  • 00:07:40
    not be executed well, but let's say it
  • 00:07:42
    is executed well. I think there's a lot
  • 00:07:44
    of parents, grandparents, and companies
  • 00:07:46
    that will add a lot of money to uh the
  • 00:07:49
    kids, you know, funds here, right?
  • 00:07:51
    Especially if they do it in a way that
  • 00:07:53
    makes it very easy for them to add
  • 00:07:54
    capital. We know grandparents love to
  • 00:07:57
    give money when you know their
  • 00:07:59
    grandchildren are born, right? And so,
  • 00:08:01
    you know, it was very common. I know at
  • 00:08:03
    least
  • 00:08:04
    in, you know, my family, the
  • 00:08:07
    grandparents usually always gave a
  • 00:08:09
    savings bond to all the kids born. Keep
  • 00:08:10
    in mind, I was born in the '8s. You
  • 00:08:12
    know, a lot of my cousins were all born
  • 00:08:14
    in the 80s or the '9s, so savings bonds
  • 00:08:16
    were like huge. And so, every time, you
  • 00:08:19
    know, a new grandkid was born, you know,
  • 00:08:21
    some got like $1,000 of savings bonds.
  • 00:08:24
    some of the earlier kids. Somebody like
  • 00:08:25
    myself, I think I got either $100 or
  • 00:08:27
    $250 in in government savings bonds. So,
  • 00:08:30
    you know, and of course that was more
  • 00:08:32
    money back in those days than it is
  • 00:08:34
    today, right? But yeah, I could see a
  • 00:08:36
    lot of companies adding to this,
  • 00:08:37
    grandparents, parents, things like that.
  • 00:08:39
    So, it would be a lot more money to
  • 00:08:40
    inflow into the stock market overall
  • 00:08:43
    every single year, right? Because once
  • 00:08:45
    again, these kids won't be able to touch
  • 00:08:46
    this money till they're 18. Now, that
  • 00:08:48
    also brings me to a bigger point here
  • 00:08:52
    that it's a fascination for people to
  • 00:08:54
    kind of hope the S&P 500 trades at like,
  • 00:08:58
    you know, that 10 to 15 range PE ratios,
  • 00:09:01
    right? And and I just got to say, get
  • 00:09:03
    used to seeing 20 plus PE ratios for
  • 00:09:06
    years and years to go in the stock
  • 00:09:07
    market. I'm showing you the past 30
  • 00:09:09
    years, the past three decades of where
  • 00:09:12
    PE ratios have been. What do we see
  • 00:09:14
    consistently the past three decades? We
  • 00:09:17
    see P ratios 20 plus right now with the
  • 00:09:22
    stock market being easier than ever to
  • 00:09:24
    invest into attracting more capital than
  • 00:09:26
    ever including even likely government
  • 00:09:28
    capital now at this point in time right
  • 00:09:31
    at the end of the day you just have to
  • 00:09:32
    get used to the fact that P ratios are
  • 00:09:35
    going to be 20 plus outside of some
  • 00:09:38
    insane crash in the short term or if
  • 00:09:42
    interest rates go to like 10 20% or
  • 00:09:44
    something like that outside of those
  • 00:09:45
    scenarios like it's going to be very
  • 00:09:47
    common over the coming decades to expect
  • 00:09:49
    what you've been seeing honestly for the
  • 00:09:51
    last several decades which is P ratios
  • 00:09:53
    of 20 plus and so you just got to get
  • 00:09:56
    used to it right now. Additionally, US
  • 00:09:59
    stocks remain the place to be. And
  • 00:10:01
    here's why. And here's how most people
  • 00:10:04
    look at these other alternatives cuz you
  • 00:10:05
    got to think, do you put money in US
  • 00:10:07
    stocks or do you put money in something
  • 00:10:09
    else? Okay. Well, what do you what do
  • 00:10:11
    you have options to? Bitcoin. Some, you
  • 00:10:13
    know, a very select few love Bitcoin.
  • 00:10:15
    They're happy to invest as much as they
  • 00:10:17
    can in Bitcoin, right? Other people are
  • 00:10:19
    like, I don't trust that at all. I
  • 00:10:21
    wouldn't stick my enemy's money in
  • 00:10:23
    Bitcoin, right? Other people are like, I
  • 00:10:25
    trust a little bit. I'll put a little
  • 00:10:26
    bit of capital in Bitcoin, right? But
  • 00:10:28
    the masses, no, Bitcoin is not their
  • 00:10:30
    thing, right? Gold, the masses don't
  • 00:10:33
    like gold. It's a sleepy asset. Look at
  • 00:10:35
    its performance over the past, you know,
  • 00:10:37
    15, 20 years. It's a sleepy asset. The
  • 00:10:40
    last year has been really good in gold,
  • 00:10:41
    or le at least the last 6 to 12 months
  • 00:10:43
    been really good in gold. But for the
  • 00:10:45
    most part, gold's sleepy, right? Silver,
  • 00:10:47
    you could invest in silver. People say,
  • 00:10:49
    "Why would I invest in silver? I'll just
  • 00:10:51
    buy gold, right? That's what a lot the
  • 00:10:52
    masses kind of say. International
  • 00:10:54
    stocks, international stocks is just a
  • 00:10:56
    fancy way of saying you want to
  • 00:10:57
    underperform the stock market in the US.
  • 00:10:59
    That's all it is, man." And so the
  • 00:11:01
    masses kind of look at international
  • 00:11:02
    stocks like, "Okay, so I could buy a
  • 00:11:05
    bunch of stocks. I don't even, you know,
  • 00:11:07
    use or even know these companies and I'm
  • 00:11:09
    going to likely make less money. Um, no,
  • 00:11:12
    I'll stick to US stocks. Thank you very
  • 00:11:13
    Right? And then there's real estate. The
  • 00:11:15
    problem with real estate is people
  • 00:11:17
    stress about that. Right? If you want to
  • 00:11:18
    real estate invest, people are like,
  • 00:11:20
    "That sounds complicated. There's stress
  • 00:11:22
    involved with that. Things going on with
  • 00:11:24
    the property." They're like, "That
  • 00:11:25
    sounds like work. That sounds like
  • 00:11:27
    work." And then people say, you know, in
  • 00:11:30
    a in a lot of cities, you can't even
  • 00:11:31
    make any good money on real estate
  • 00:11:32
    investing right now. I'm serious. Like,
  • 00:11:34
    if you look at many of the big cities,
  • 00:11:36
    whatever you would pay for a mortgage
  • 00:11:38
    payment on a property, you'd make no
  • 00:11:40
    money right now. You might even lose
  • 00:11:42
    money on a monthto-month basis. So real
  • 00:11:45
    estate is just people are like no no no.
  • 00:11:47
    So at the end of the day the place to be
  • 00:11:50
    remains United States stock market and
  • 00:11:53
    that's from a global perspective because
  • 00:11:55
    of all those issues the other things
  • 00:11:57
    have right. All righty. Next up here
  • 00:11:59
    Google McDougall. So huge weekend for
  • 00:12:02
    Google. It was in the news everywhere
  • 00:12:03
    because of what happened in LA. Right.
  • 00:12:07
    And essentially this was this kind of
  • 00:12:09
    marked like the epicenter of what was
  • 00:12:12
    going on in LA this weekend over the
  • 00:12:14
    whole ICE crackdowns and all that stuff,
  • 00:12:17
    right? And people are pushing back
  • 00:12:18
    against that. Some people are really
  • 00:12:19
    mad. Uh some people are happy at the the
  • 00:12:22
    ice crackdowns. You know, you got people
  • 00:12:23
    on both sides. And so some people are
  • 00:12:25
    happy, some people are very upset
  • 00:12:28
    clearly, right? Um and so Whimos were
  • 00:12:32
    being burned left and right. I mean not
  • 00:12:34
    left and right. There was a few Whimos
  • 00:12:36
    burned. It's not like there was like 600
  • 00:12:38
    Whimos taken out. No, no, it was like a
  • 00:12:40
    few. Right. And so roughly the dollar
  • 00:12:42
    amount that they said was affected was
  • 00:12:44
    around $600,000 of cars was burned.
  • 00:12:47
    Right now, here's the thing. This was
  • 00:12:50
    like at least $100 million in free
  • 00:12:52
    marketing in my opinion. Like you
  • 00:12:53
    couldn't have you couldn't have spent
  • 00:12:55
    enough money to generate this sort of
  • 00:12:57
    publicity for Whimo. Whimo looks like
  • 00:12:59
    the victim in the end, right? Cuz they
  • 00:13:01
    had nothing to do with this.
  • 00:13:02
    self-driving cars driving around and
  • 00:13:04
    meanwhile they're the subject of
  • 00:13:05
    conversation all weekend that these
  • 00:13:07
    self-driving Whimos were all you know
  • 00:13:10
    several of them were burned this weekend
  • 00:13:12
    right so they look like the victim and
  • 00:13:14
    it just got them massive publicity so
  • 00:13:15
    people that never even heard of Whimo
  • 00:13:18
    we're talking about Whimo this weekend
  • 00:13:19
    like the amount of people that never
  • 00:13:21
    heard of Whimo before are like now well
  • 00:13:24
    aware that these Whimos exist and they
  • 00:13:26
    have no drivers inside and they're like
  • 00:13:28
    oh that's that's interesting and it
  • 00:13:29
    happen these vehicles are in LA That's
  • 00:13:31
    that's that's an interesting thing,
  • 00:13:33
    right? So, I would say this is a minimum
  • 00:13:36
    bare minimum of $100 million in free
  • 00:13:38
    marketing. So, $600,000 of cars was
  • 00:13:41
    burned, the estimate is, which by the
  • 00:13:42
    way, that might even be covered by
  • 00:13:43
    insurance. It might not even come out of
  • 00:13:45
    Google's pocket, which $600,000, that's
  • 00:13:47
    probably what Google makes per second. I
  • 00:13:48
    mean, it's like ridiculous. It's like
  • 00:13:50
    crazy, right? It's nothing for Google.
  • 00:13:52
    But hundred million, if not hundreds of
  • 00:13:55
    millions of dollars of free marketing, I
  • 00:13:57
    think that's worth it. Right? Now,
  • 00:13:58
    additionally, keep in mind Google's in a
  • 00:14:00
    state right now with Whimo where they're
  • 00:14:02
    expanding to many cities across the
  • 00:14:04
    United States and will be expanding to
  • 00:14:06
    many cities across the United States.
  • 00:14:07
    So, any publicity they can get, you
  • 00:14:10
    know, especially when it's not bad
  • 00:14:11
    publicity cuz this is it's not their
  • 00:14:13
    fault their cars got burnt, right? Uh
  • 00:14:15
    it's just people did that, right? To to
  • 00:14:17
    send a message about something that had
  • 00:14:20
    nothing to do with Whimo, just to be
  • 00:14:21
    quite frank. But the moral of the story
  • 00:14:23
    is here, right, is, you know, they need
  • 00:14:27
    as much attention as they can get as
  • 00:14:29
    they get scaled and as they get expanded
  • 00:14:31
    across the United States over the coming
  • 00:14:33
    years. And it's very important that they
  • 00:14:35
    brand themselves as the player in
  • 00:14:38
    self-driving vehicles, right? That they
  • 00:14:40
    actually have them in the market right
  • 00:14:41
    now. You can take rides in these now and
  • 00:14:44
    not in like, you know, years from now or
  • 00:14:46
    something like that, right? So before we
  • 00:14:48
    get into meta AMD and cake, I do have to
  • 00:14:51
    give a big congratulations. A big
  • 00:14:54
    congratulations to seven people. Seven
  • 00:14:58
    people in the private stock group last
  • 00:14:59
    week hit or excuse me, five people. Five
  • 00:15:02
    people in in the private stock group
  • 00:15:03
    last week hit seven figures. Seven
  • 00:15:06
    figures in their portfolio. Wow. And we
  • 00:15:09
    had 11 people hit six figure club. So
  • 00:15:12
    six figures plus in their portfolio last
  • 00:15:14
    week. So I just signed all up these this
  • 00:15:16
    morning. my wife sent them out. So,
  • 00:15:17
    congratulations to you guys out there
  • 00:15:19
    scaling to hit new milestones, six
  • 00:15:21
    figures, seven figures. I'm sure some of
  • 00:15:22
    you guys watching this right now have
  • 00:15:23
    scaled to eight figures here recently.
  • 00:15:25
    So, congratulations to all you guys. If
  • 00:15:27
    you're looking to apply to join my
  • 00:15:28
    private stock group, private wealth
  • 00:15:30
    group, those trophies, I send those out
  • 00:15:32
    complimentary. When you're a member of
  • 00:15:33
    my private stock group, I send those out
  • 00:15:35
    to you. Once you scale to those sorts of
  • 00:15:37
    numbers, show proof of that. We do send
  • 00:15:39
    those out to you your house
  • 00:15:40
    complimentary, right? And um so if
  • 00:15:42
    you're looking to apply, join private
  • 00:15:43
    stock group, get access to all my course
  • 00:15:45
    curriculums, access to my private
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    Discord chat, see the stocks I'm buying,
  • 00:15:47
    selling my $3 million plus Fidelity
  • 00:15:49
    account, access to
  • 00:15:51
    thousandx.com, right? All that stuff.
  • 00:15:53
    Pin comment down there, click on that,
  • 00:15:55
    fill out a form, see if we can get you
  • 00:15:56
    access to that a little later on this
  • 00:15:57
    week. And keep in mind with
  • 00:15:59
    thousandx.com, we have our search
  • 00:16:01
    feature, compare feature, earnings
  • 00:16:02
    calls, we're working right now on adding
  • 00:16:04
    AI transcripts in, which is going to be
  • 00:16:07
    beautiful. uh SEC filings, we have our
  • 00:16:09
    projections tab for advanced and um
  • 00:16:13
    essentially like intermediate
  • 00:16:14
    projections, financials tab, our charts
  • 00:16:16
    feature, and then our education section,
  • 00:16:18
    which a lot of you will definitely
  • 00:16:20
    enjoy. How to decode a balance sheet,
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    income statement, cash flow, how to
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    perform SWAT analysis, strong modes
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    versus weak modes, how to value dividend
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    stocks, how to value growth stocks,
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    dividend investing 101, portfolio
  • 00:16:29
    management 101, infinite money loop that
  • 00:16:31
    you're going to love that one. Um 11 or
  • 00:16:33
    excuse me, uh basic stock option
  • 00:16:35
    strategies and advanced option
  • 00:16:37
    strategies. So, pin and comment down
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    there if you want access to all that.
  • 00:16:39
    You can apply to join us and we'll work
  • 00:16:41
    on maybe getting you in there a little
  • 00:16:43
    later on this week. Okay. All righty.
  • 00:16:44
    So, Meta biggest position in the public
  • 00:16:47
    account. It's the big dog. We're up
  • 00:16:49
    $930,000 on that position. Right. So,
  • 00:16:52
    Meta in talks over scale AI investment
  • 00:16:54
    that could exceed 10 billion. Bloomberg
  • 00:16:58
    reports. Oh my gosh. Meta is in talks to
  • 00:17:01
    make an investment that could exceed $10
  • 00:17:02
    billion in artificial intelligence
  • 00:17:04
    startup scale AI. Now, I don't know why
  • 00:17:06
    they call it startup because this
  • 00:17:08
    company's been around a little bit now.
  • 00:17:09
    Bloomberg News report on Sunday. The
  • 00:17:11
    terms of deal were not yet finalized and
  • 00:17:14
    could still change, the report said,
  • 00:17:15
    citing people familiar with the matter.
  • 00:17:17
    Sounds about right. Skill AI declined a
  • 00:17:19
    comment and Meta did not immediately
  • 00:17:21
    respond to Reuters requests for comment
  • 00:17:23
    outside regular business hours. Founded
  • 00:17:26
    in 2016, which once again, why they call
  • 00:17:28
    it a startup when it's founded in 2016?
  • 00:17:30
    Like the company's like almost a decade
  • 00:17:32
    old now at this point in time. Scale AAI
  • 00:17:34
    is a data labeling startup backed by
  • 00:17:36
    tech giants such as Nvidia, Amazon, and
  • 00:17:40
    Meta.
  • 00:17:42
    Uh, could it be three better backers?
  • 00:17:45
    Like literally, if you had to pick three
  • 00:17:46
    companies to back your company in the
  • 00:17:48
    whole world, you would probably start
  • 00:17:50
    with Nvidia, Amazon, and Meta, right?
  • 00:17:52
    Like, oh my gosh. Less valued at nearly
  • 00:17:55
    14 billion dollars. Scale AI also
  • 00:17:58
    provides a platform for researchers to
  • 00:18:01
    exchange AI related information with
  • 00:18:04
    contributors in more than 9,000 cities
  • 00:18:07
    and towns. So scale AI make the best
  • 00:18:10
    models with your with the best data.
  • 00:18:14
    Scale data engine powers nearly every
  • 00:18:16
    major foundation
  • 00:18:18
    model with scale gen AI platform
  • 00:18:21
    leverages your enterprise data to unlock
  • 00:18:23
    the value of AI. Right. And obviously on
  • 00:18:26
    the front page they brag about Microsoft
  • 00:18:28
    um you know uses them. Meta uses them.
  • 00:18:31
    Cisco uh even companies like GM and time
  • 00:18:33
    and then uh OpenAI is on the the front
  • 00:18:35
    page as well. Right. So clearly this
  • 00:18:38
    company is extremely important for these
  • 00:18:40
    very large very successful companies in
  • 00:18:43
    the AI space. Right now if you're
  • 00:18:45
    wondering kind of what's the deal
  • 00:18:46
    between this company and Palanteer they
  • 00:18:48
    seem like very different business
  • 00:18:50
    models. Scale AI and Palanteer are
  • 00:18:52
    companies in the AI space, but they
  • 00:18:53
    differ in their core offerings and
  • 00:18:55
    target markets. Scale AI focuses on data
  • 00:18:58
    labeling and model evaluation,
  • 00:19:01
    essentially providing the ingredients
  • 00:19:03
    for AI models, while Palanteer offers
  • 00:19:07
    broader enterprise AI platforms for
  • 00:19:09
    analyzing and leveraging data. So, I'll
  • 00:19:12
    put it to you like this, okay? If I was
  • 00:19:15
    a company maybe making LLMs or
  • 00:19:18
    foundation models or doing anything in
  • 00:19:21
    that realm, I would probably go to a
  • 00:19:22
    company like Scale AI versus go to a
  • 00:19:24
    company like Palunteer. However, let's
  • 00:19:26
    say I'm a big Fortune 500 company. Let's
  • 00:19:29
    say I'm a big beverage maker, right? And
  • 00:19:32
    I need my company, my company has data
  • 00:19:35
    spread all over this thing. It's my big
  • 00:19:37
    massive company and I need my data all
  • 00:19:39
    in one place and I need to I need the
  • 00:19:41
    data to be intelligent and be able to
  • 00:19:43
    tell me you should do this next, you
  • 00:19:45
    should do that next, right? And leverage
  • 00:19:47
    all that data to tell me problems that
  • 00:19:49
    are going to arise that I might not see
  • 00:19:51
    or other humans that are running the
  • 00:19:52
    company I might might not see, right?
  • 00:19:54
    How to better utilize this data in a
  • 00:19:57
    much more intelligent way, right? So we
  • 00:19:59
    can figure out how to sell more, whether
  • 00:20:01
    we can figure out how to save cost doing
  • 00:20:04
    this or doing that. So that would be a
  • 00:20:06
    Palanteer project that I'm going to that
  • 00:20:08
    that I'm going to use Palanteer for. I'm
  • 00:20:09
    not going to use a skill AI company for
  • 00:20:11
    something like that. So they're very
  • 00:20:13
    different use cases. Okay? Very very
  • 00:20:15
    different use cases. So and this is
  • 00:20:17
    going to be something that's confusing
  • 00:20:18
    to investors over this next bit of time
  • 00:20:20
    because you're going to hear a lot of
  • 00:20:21
    companies over this next many years.
  • 00:20:23
    They're an AI company. And so you're
  • 00:20:25
    like, wait, are they like an AI company
  • 00:20:28
    as in like a Palunteer? Are they like a
  • 00:20:30
    a scale AI or are they like data bricks
  • 00:20:32
    or what are they like? These companies
  • 00:20:34
    are all going to be very very different,
  • 00:20:36
    right? There's some that will have
  • 00:20:37
    similarities or overlaps, but a lot of
  • 00:20:39
    them are going to be very different.
  • 00:20:40
    Even you look at Meta. Meta is an AI
  • 00:20:42
    company, but Meta the way they're going
  • 00:20:44
    to compete in AI is very different than
  • 00:20:46
    the way Palanteer competes in in AI
  • 00:20:49
    versus the way scale AI competes in AI.
  • 00:20:51
    These companies are very very different
  • 00:20:53
    or even a company like Amazon for that
  • 00:20:55
    matter. Okay? And even Google, the way
  • 00:20:56
    Google leverages AI, very different than
  • 00:21:00
    even Meta would utilize AI. So, do keep
  • 00:21:02
    in mind a lot of these companies are
  • 00:21:04
    competing in AI but doing it in very
  • 00:21:06
    different ways. It's not like these
  • 00:21:08
    companies are all going headtohead and
  • 00:21:09
    just fighting over the same customers.
  • 00:21:11
    No, it's not the way it works. You need
  • 00:21:13
    different companies for different
  • 00:21:14
    things, right? No, these AI Rayban
  • 00:21:16
    metaglasses, which I actually have a
  • 00:21:18
    pair, it's pretty interesting what
  • 00:21:20
    they've done recently. So, they they're
  • 00:21:22
    doing this essentially live translation
  • 00:21:24
    where let's say you speak French, I
  • 00:21:27
    speak English. we could actually have a
  • 00:21:29
    conversation and it'll do translation in
  • 00:21:32
    real time so we can have as smooth of a
  • 00:21:34
    conversation as possible. Right now I've
  • 00:21:37
    watched some of these different
  • 00:21:38
    translations. Some of them work well,
  • 00:21:40
    some of them don't work well. The
  • 00:21:43
    product needs more refinement, right? It
  • 00:21:45
    needs to get up to a higher and higher
  • 00:21:46
    level. But the moral of the story is
  • 00:21:48
    this is the future and this is going to
  • 00:21:50
    be massive in my opinion. And the reason
  • 00:21:52
    this is so massive for Meta, and I'll
  • 00:21:55
    explain why it's so big for Meta as a
  • 00:21:57
    product over time, but keep in mind a
  • 00:22:00
    lot of Meta is a worldwide company.
  • 00:22:02
    Instagram's all over the world. Facebook
  • 00:22:04
    is all over the world. WhatsApp's all
  • 00:22:06
    over the world,
  • 00:22:07
    right? If you're somebody that does
  • 00:22:10
    business, which how does how does Meta
  • 00:22:12
    make all its money from advertising,
  • 00:22:14
    right? If Meta could do anything to make
  • 00:22:17
    it easier for somebody in China to talk
  • 00:22:20
    to somebody in the United States, to
  • 00:22:21
    talk to somebody in France, to talk to
  • 00:22:24
    somebody in Belgium, in Germany, and you
  • 00:22:27
    know Japan, wherever, South Korea, then
  • 00:22:31
    more business can be conducted. If more
  • 00:22:33
    business can be conducted on Facebook,
  • 00:22:36
    on Instagram, on WhatsApp, right? more
  • 00:22:38
    ads can be run, more business success
  • 00:22:41
    can happen, more money can be made by
  • 00:22:44
    companies because their friction of like
  • 00:22:46
    not being able to communicate with each
  • 00:22:47
    other is alleviated which means more
  • 00:22:50
    money being spent on advertisements on
  • 00:22:53
    Facebook and Instagram and WhatsApp and
  • 00:22:54
    those sorts of things. So it grows the
  • 00:22:56
    whole pie. So this is very very big as
  • 00:22:58
    this translation uh technology. It's not
  • 00:23:01
    like it's impossible to like let's say
  • 00:23:04
    you're a drop shipper, right? and you
  • 00:23:07
    use Facebook for your advertising and
  • 00:23:09
    you use Instagram for your advertising.
  • 00:23:10
    You use Shopify as your e-commerce
  • 00:23:12
    platform, but you drop ship different
  • 00:23:14
    items from from China, right? And you
  • 00:23:17
    need to communicate with those folks.
  • 00:23:19
    Like, you could you could get it done
  • 00:23:21
    today, but it's not like it's a great
  • 00:23:23
    process. It's not very easy. I if you
  • 00:23:25
    could hop on a on a Zoom caller, but not
  • 00:23:28
    Zoom, right? Like something that's
  • 00:23:30
    through a Facebook platform, whatever,
  • 00:23:31
    and be able to communicate back and
  • 00:23:32
    forth, like it just it helps you do
  • 00:23:34
    business better, right? And it
  • 00:23:35
    alleviates kind of a pain point there.
  • 00:23:37
    And anything you could do easier is
  • 00:23:39
    going to end up meaning in the end more
  • 00:23:41
    money in Meta's pockets, right? But
  • 00:23:43
    additionally, I think this can help the
  • 00:23:46
    meta glasses really take off, right? And
  • 00:23:50
    so, let me give you an example. Let's
  • 00:23:51
    say I live in Vegas. I do not speak
  • 00:23:53
    Japanese, but let's say I want to go to
  • 00:23:55
    Japan with my wife, right? Wouldn't it
  • 00:23:58
    be great if I could be wearing a product
  • 00:24:00
    like metal glasses and imagine it's
  • 00:24:02
    three years in the future and I go to
  • 00:24:04
    Japan and I'm able to conversate in a
  • 00:24:07
    very easy way with uh you know folks in
  • 00:24:10
    Japan. I'm able to understand them even
  • 00:24:12
    though they're speaking Japanese and
  • 00:24:14
    it's very easy for me to understand
  • 00:24:17
    exactly what they're saying for me to
  • 00:24:19
    see a menu let's say or whatever it is
  • 00:24:22
    right some sort of document and you know
  • 00:24:24
    I can just say meta you know what does
  • 00:24:26
    that say and even though it's all in
  • 00:24:28
    Japanese it's going to be able to say
  • 00:24:30
    exactly what this sign says or what this
  • 00:24:32
    document says or whatever right makes my
  • 00:24:35
    life a whole lot easier and makes me say
  • 00:24:36
    these medical glasses are very valuable
  • 00:24:38
    they're worth a lot more than I spent on
  • 00:24:40
    them Right? Let's say you're a Chinese
  • 00:24:42
    citizen. You live in Shanghai, China.
  • 00:24:43
    You want to come to my city. You want to
  • 00:24:45
    come to Vegas, baby. We know the
  • 00:24:46
    Chinese. They love they love to gamble.
  • 00:24:49
    They love to come to Vegas. Right? So,
  • 00:24:51
    instead of coming to Vegas and there's
  • 00:24:52
    hardly anybody to talk to, keep in mind,
  • 00:24:53
    there are some dealers, especially at
  • 00:24:55
    the high-end resorts like the Win and
  • 00:24:56
    whatnot that do uh have some dealers
  • 00:24:58
    that do speak fluent uh in Mandarin,
  • 00:25:01
    right? But there's also most don't. And
  • 00:25:04
    so imagine you you go on a trip from
  • 00:25:06
    Shanghai to Vegas and you're wearing a
  • 00:25:08
    device like metag glasses or something
  • 00:25:10
    like that and you can easily talk to the
  • 00:25:11
    dealers or people that work at the
  • 00:25:13
    restaurant, waiters and things like that
  • 00:25:15
    and able to communicate effectively in
  • 00:25:17
    an easy manner with these sorts of
  • 00:25:19
    folks, right? And as more and
  • 00:25:21
    more people understand like how
  • 00:25:24
    important this technology is, then you
  • 00:25:26
    start to have the staff needing to wear
  • 00:25:28
    things like that, right? Cuz imagine
  • 00:25:31
    this technology is so good, you could
  • 00:25:33
    have a fluent conversation. Why would
  • 00:25:35
    the why would let's say Win Resorts not
  • 00:25:37
    want to have a device like this if they
  • 00:25:39
    could easily have a device like this in
  • 00:25:41
    all their employees ears, right? That
  • 00:25:44
    could easily translate because you got
  • 00:25:45
    to understand a company like Win, they
  • 00:25:46
    got customers coming from Latin America
  • 00:25:48
    that don't speak English well or or
  • 00:25:50
    China or Japan, wherever, right? What
  • 00:25:52
    would you not buy your entire employee
  • 00:25:54
    force a device like this? So they could
  • 00:25:58
    easily be able to communicate back and
  • 00:26:00
    forth with your customers instead of it
  • 00:26:01
    being that awkward like I I don't know
  • 00:26:04
    what he's saying. I don't know what
  • 00:26:05
    she's saying. Does anybody speak blah
  • 00:26:06
    blah blah language? Like you know it's
  • 00:26:08
    like an awkward whole situation, right?
  • 00:26:10
    Imagine if you could have a natural
  • 00:26:11
    conversation and it's translating
  • 00:26:13
    everything for you as you have that
  • 00:26:15
    conversation. That's what we call a
  • 00:26:16
    killer app, folks. And if you want to
  • 00:26:18
    know like how the iPhone took off,
  • 00:26:20
    right? Here's the deal. The iPhone took
  • 00:26:23
    off for one core reason. It had a killer
  • 00:26:25
    app. The killer app was the internet,
  • 00:26:28
    right? And Safari. Prior to that, cell
  • 00:26:31
    phones were were already loved and never
  • 00:26:34
    didn't really need any tweaking. People
  • 00:26:36
    loved the text conversations you had.
  • 00:26:38
    They loved their Blackberry devices.
  • 00:26:39
    They loved the ability to call. Uh they
  • 00:26:42
    loved that they would have an iPod as
  • 00:26:44
    well that they could listen to music
  • 00:26:45
    with. There was no issue with the phone
  • 00:26:48
    that made everybody say, "I hate
  • 00:26:49
    phones." Like I don't remember being in
  • 00:26:51
    high school and everybody saying, "I
  • 00:26:52
    hate phones. I can't wait till a new
  • 00:26:54
    phone comes out." No, no, no. Everybody
  • 00:26:55
    loved their phones. People had the
  • 00:26:56
    sidekicks. Anybody remember the sidekick
  • 00:26:58
    phones? For some of you young, you're
  • 00:26:59
    probably like, "What the heck? Is he
  • 00:27:00
    speaking a foreign language right now?"
  • 00:27:01
    Remember the Sidekicks, man? The
  • 00:27:03
    Blackberries, like all those devices
  • 00:27:06
    were like great in their day. But then
  • 00:27:09
    iPhone came out. And the thing that
  • 00:27:11
    really made people say, "I got to go get
  • 00:27:13
    this iPhone." Was the fact that it had a
  • 00:27:16
    good internet browser. And that did not
  • 00:27:18
    exist prior to iPhone. The internet
  • 00:27:20
    experience was complete trash on any of
  • 00:27:24
    those old devices. But then iPhone came
  • 00:27:25
    out and said, "We got this great
  • 00:27:27
    internet." And people are like, "Oh my
  • 00:27:28
    gosh, like this is basically like using
  • 00:27:30
    internet on a laptop or a computer, but
  • 00:27:33
    it's on my phone. Sign me up." And so
  • 00:27:36
    that's what we're talking about. If you
  • 00:27:37
    want the masses to really buy a product
  • 00:27:40
    like the Metag Glasses instead of just
  • 00:27:41
    like, you know, people that are kind of
  • 00:27:43
    really forward looking on technology,
  • 00:27:45
    you need killer apps. unique things that
  • 00:27:47
    makes people say this is so awesome.
  • 00:27:49
    This is way better than like if I didn't
  • 00:27:51
    have this device. It makes my life way
  • 00:27:52
    easier and better. Boom. That's how you
  • 00:27:55
    get the masses to adopt. And then if
  • 00:27:57
    you're meta, that's how when you just
  • 00:27:59
    keep building on it, building on it,
  • 00:28:01
    building on it, and next thing you know,
  • 00:28:03
    maybe you have the replacement of the
  • 00:28:05
    phone, right? I know as of today it's
  • 00:28:07
    very hard for us to even imagine a
  • 00:28:09
    replacement of our smartphones today but
  • 00:28:12
    you know don't be surprised if that gets
  • 00:28:14
    replaced in 10 20 years right there's a
  • 00:28:16
    lot of devices and things that we've had
  • 00:28:17
    over time that we could never imagine
  • 00:28:19
    that being replaced until a new
  • 00:28:21
    technology came out and replace that
  • 00:28:23
    thing and then we said we don't really
  • 00:28:25
    have as much of a need for that thing
  • 00:28:27
    anymore right technology moves on and uh
  • 00:28:30
    that's how you capture new platforms but
  • 00:28:31
    you need killer apps if you're really
  • 00:28:32
    going to have something take off and I'm
  • 00:28:34
    like stuff like that big time Right.
  • 00:28:37
    AMD, what's going on with AMD? Up
  • 00:28:39
    $25,000. Now, at this one, this point in
  • 00:28:41
    time, it's over $120 a share. Well,
  • 00:28:44
    here's a deal. Fascinating. So, the
  • 00:28:47
    surge today was followed by a positive
  • 00:28:49
    revision from Cityroup, which maintained
  • 00:28:52
    their buy rating and increased their
  • 00:28:54
    price target on the semiconductor giant
  • 00:28:57
    from $100 to
  • 00:28:59
    120. What? The stock's over 120 today.
  • 00:29:04
    How are you going to have a buy rating
  • 00:29:06
    on
  • 00:29:07
    AMD and your price target, which these
  • 00:29:10
    price targets are usually 12-month out
  • 00:29:12
    price targets, right? How you going to
  • 00:29:15
    have a buy rating? This this is why
  • 00:29:17
    analysts are not respected. I'll just be
  • 00:29:19
    honest with you guys. This is why the
  • 00:29:20
    analyst community is not respected on
  • 00:29:22
    high level. You have a buy rating on AMD
  • 00:29:25
    stock and your 12-month price target is
  • 00:29:28
    $120, which is lower than the stock is
  • 00:29:32
    today.
  • 00:29:34
    Make it make
  • 00:29:35
    sense. Make it make sense. You might as
  • 00:29:38
    well have a sell rating on it if you
  • 00:29:40
    expect the stock to only be $120 a year
  • 00:29:43
    from now. Come on. Come on. This is
  • 00:29:47
    ridiculous. This is why people don't
  • 00:29:49
    respect analysts, right? But that came
  • 00:29:51
    out. People got excited about that. Now,
  • 00:29:53
    the analyst price increase comes just
  • 00:29:55
    days before AMD's highly anticipated
  • 00:29:57
    advancing AI event on Thursday. At the
  • 00:30:00
    event, CEO Lisa Sue among other industry
  • 00:30:03
    leaders are expected to unveil AMD's
  • 00:30:05
    vision for the future of artificial
  • 00:30:07
    intelligence, including updates on its
  • 00:30:09
    end-to-end AI solutions and product
  • 00:30:12
    ecosystem. The full day event will
  • 00:30:14
    feature sessions for developers,
  • 00:30:17
    customers, and business leaders with
  • 00:30:19
    major sponsors including Dell, Lenovo,
  • 00:30:21
    and Oracle.
  • 00:30:23
    Now, the the reason this matters so
  • 00:30:25
    significantly beyond all that is for the
  • 00:30:29
    investor community. When I say the
  • 00:30:32
    investor community, I'm not talking
  • 00:30:33
    about average Joe investors like you and
  • 00:30:35
    me. I'm talking about for Wall
  • 00:30:37
    Street. Wall Street doesn't get it yet
  • 00:30:40
    in regards to AMD, their future, what's
  • 00:30:43
    going on here, how they going to differ
  • 00:30:45
    in the market over the next 5, 10 years
  • 00:30:46
    versus Nvidia, right? How they're
  • 00:30:48
    relevant. I mean, you still got people
  • 00:30:50
    like Stacy Rascon who extreme levels of
  • 00:30:53
    disrespect about a month or two ago when
  • 00:30:55
    he went on record saying like, "I'm not
  • 00:30:56
    even sure we need them." It was such a
  • 00:30:58
    disrespectful state statement from
  • 00:30:59
    somebody that's supposed to be a
  • 00:31:00
    semiconductor expert, right? And it just
  • 00:31:03
    shows me that I don't think he's
  • 00:31:05
    properly really looking into what AMD is
  • 00:31:08
    up to here um to even make a statement
  • 00:31:10
    like that. Right now, this event, let
  • 00:31:13
    let's say the stock just goes full risk
  • 00:31:15
    on over the next few days, right? It
  • 00:31:16
    could always be a sell of the news come
  • 00:31:18
    the actual event because a lot of times
  • 00:31:20
    you got buy the rumor, sell the news in
  • 00:31:21
    the stock market. So if let's say the
  • 00:31:23
    stock just continues to roll huge
  • 00:31:25
    Tuesday, Wednesday, Thursday, like maybe
  • 00:31:26
    the stock then pulls back Friday or
  • 00:31:28
    something like that, right? But the
  • 00:31:30
    thing I'll say, if Lisa Sue and the team
  • 00:31:33
    are able to
  • 00:31:36
    really make Wall Street understand the
  • 00:31:40
    vision here on how AMD is going to
  • 00:31:43
    perform in the marketplace, why they're
  • 00:31:45
    going to grow immensely over the next
  • 00:31:46
    few years. If they can do that, do
  • 00:31:50
    understand $200 plus is coming for AMD
  • 00:31:54
    fast, fast, fast. We're not talking
  • 00:31:56
    about like 5 years from now. No, no,
  • 00:31:58
    we're talking about like in the next few
  • 00:31:59
    months, you'll see AMD go 200 plus. But
  • 00:32:02
    that's if Lisa Sue and the team can
  • 00:32:05
    really get Wall Street to understand the
  • 00:32:08
    vision here cuz they don't get it yet.
  • 00:32:10
    The analyst community, they don't get it
  • 00:32:11
    yet. I mean, I talked about Sty Rascar
  • 00:32:14
    and that guy earlier. What about the
  • 00:32:15
    analyst that just has a up their uh
  • 00:32:18
    price target to $120? I mean, come on,
  • 00:32:20
    man. That's
  • 00:32:21
    ridiculous. Like, absolutely ridiculous.
  • 00:32:23
    So at a forward P of 20 right now on the
  • 00:32:25
    stock rate
  • 00:32:27
    20 this stock should be trading far
  • 00:32:30
    higher than this. And so if Wall Street
  • 00:32:31
    gets a vision 200 plus will be incoming
  • 00:32:34
    for this one right now. Keep in mind if
  • 00:32:36
    that does happen times my 2555 shares in
  • 00:32:40
    the public count I'll be looking at a
  • 00:32:41
    position that will be $500,000 plus
  • 00:32:44
    which will be definitely very very
  • 00:32:46
    beautiful. Okay. Cuz a lot of us a lot
  • 00:32:48
    of us retail investors we get it man.
  • 00:32:51
    like we we understand the game. We
  • 00:32:53
    understand what AMD is up to. We
  • 00:32:55
    understand how they different
  • 00:32:56
    differentiate themselves in the market,
  • 00:32:58
    right? We understand that they have a
  • 00:33:00
    great opportunity when it comes to
  • 00:33:01
    inference over this next 5 to 10 years,
  • 00:33:04
    right? And we understand MI 350 is
  • 00:33:07
    likely going to be scaling over this
  • 00:33:09
    next few months or next few quarters and
  • 00:33:10
    then we understand MI400 is going to be
  • 00:33:12
    huge. But I just don't think a lot of
  • 00:33:14
    Wall Street gets it or understands it or
  • 00:33:15
    anything like that. So if they can if
  • 00:33:17
    they can make big inroads there NIX you
  • 00:33:20
    know the thing with AMD stock this stock
  • 00:33:22
    has been kind of a cold stock for the
  • 00:33:25
    last several years years I'm not talking
  • 00:33:27
    months
  • 00:33:28
    years AMD also hits 150 175 200 plus
  • 00:33:32
    then hits new all-time highs the amount
  • 00:33:34
    of hype and excitement that will start
  • 00:33:36
    to build around AMD is going to be
  • 00:33:37
    ridiculous then we have their next
  • 00:33:39
    earnings coming out which their next
  • 00:33:40
    earnings will come out probably in about
  • 00:33:43
    a month and a half to two months from
  • 00:33:44
    now if they have a big guidance number
  • 00:33:47
    like like let's imagine they Wall Street
  • 00:33:50
    gets this event and they're like okay
  • 00:33:51
    like we get it now like the AMD is going
  • 00:33:53
    to be huge right and then they come out
  • 00:33:55
    with a big guidance number next quarter
  • 00:33:58
    which is what Wall Street's really going
  • 00:33:59
    to be looking for the amount of hype and
  • 00:34:02
    excitement that will start in AMD at
  • 00:34:04
    that
  • 00:34:05
    time it will be at a fever pitch and
  • 00:34:08
    you'll have everybody and their grandma
  • 00:34:10
    trying to pile into AMD at that point in
  • 00:34:13
    time because people are going to be like
  • 00:34:14
    oh my gosh like AMD's got like they're
  • 00:34:16
    about to post some crazy growth rates
  • 00:34:17
    over this next few years and you'll even
  • 00:34:19
    see some money rotate from even stocks
  • 00:34:21
    like Nvidia that are still going to be
  • 00:34:22
    put putting up very respectable numbers
  • 00:34:24
    over the next few years but just because
  • 00:34:27
    Nvidia's kind of lost that hype cycle
  • 00:34:29
    and that excitement cycle and I think
  • 00:34:31
    it's really shifted and started to shift
  • 00:34:33
    into AMD. It's already shifted kind of
  • 00:34:35
    in the retail community like I think a
  • 00:34:38
    lot of retail investors are a lot more
  • 00:34:39
    excited about AMD for the next few years
  • 00:34:40
    than than Nvidia but we're kind of early
  • 00:34:43
    to the game. I think Wall Street's the
  • 00:34:45
    next level and that's where the big
  • 00:34:46
    money's at. Like, okay, I buy 300, you
  • 00:34:49
    know, how much did I put in AMD? Like
  • 00:34:51
    less than $300,000 in public account.
  • 00:34:53
    Let's say across all my portfolios.
  • 00:34:55
    Let's say I have five, you know,
  • 00:34:56
    $500,000 invested, right? It's nothing.
  • 00:34:59
    It's literally nothing compared to Wall
  • 00:35:02
    Street money. These fund managers could
  • 00:35:04
    come in and buy, you know, $50 million
  • 00:35:06
    of AMD in a day, $100 million of AMD
  • 00:35:09
    stock in a day, and over the course of a
  • 00:35:11
    week, they could add a $600 million
  • 00:35:13
    position. You know what I mean? Like,
  • 00:35:15
    like there's just levels. And so, just
  • 00:35:17
    understand if Wall Street gets this, oh
  • 00:35:19
    my gosh. No. Cake. What's going on with
  • 00:35:22
    cake? This stock is near all-time highs
  • 00:35:25
    now at this point in time. It's getting
  • 00:35:26
    very dang close. It's at multi multi
  • 00:35:27
    multi-year highs, right? and it just
  • 00:35:30
    seems to be relentless in its pursuit of
  • 00:35:34
    going to 60 plus, right? So, what's
  • 00:35:35
    going on here? Well, the Russell's
  • 00:35:39
    rolling and you got to understand the
  • 00:35:40
    Russell matters so so much for stocks
  • 00:35:42
    like cake, right? And you look at that
  • 00:35:44
    that Russell since we hit those lows in
  • 00:35:46
    April, it's just basically been up in a
  • 00:35:48
    straight line, right? I mean, it had a
  • 00:35:51
    dip here or there, but at the end of the
  • 00:35:52
    day, like that's a very powerful move
  • 00:35:55
    there. Keep in mind the Russell is still
  • 00:35:58
    several hundred points away from an
  • 00:36:01
    all-time high. So what happens when the
  • 00:36:05
    Russell hits a hits a new all-time high?
  • 00:36:07
    What what is the stock like cake at at
  • 00:36:09
    that point in time? 65 70 $75 a share.
  • 00:36:13
    You know, additionally, I think people
  • 00:36:14
    are starting to understand the story
  • 00:36:16
    around cake and that this isn't just
  • 00:36:17
    you're just buying cheesecake factory
  • 00:36:19
    stock that owns a cheesecake factory.
  • 00:36:21
    No, no, no. You're getting that plus
  • 00:36:23
    you're getting several growth concepts
  • 00:36:24
    that have the next 5 to 10 years of
  • 00:36:26
    expansion ahead. And that's why you see
  • 00:36:28
    me, it seems like almost every week I
  • 00:36:30
    buy cake stock because it's such an easy
  • 00:36:32
    stock for me to buy. I don't have to
  • 00:36:34
    stress about it. It trades at still very
  • 00:36:36
    low P ratios compared to the market in
  • 00:36:38
    general, compared to, you know, uh,
  • 00:36:41
    countless other growth companies in the
  • 00:36:43
    restaurant space. Such an easy stock for
  • 00:36:45
    me to buy and I love it, man. Absolutely
  • 00:36:47
    love it. And I can continue to buy this
  • 00:36:49
    one. And I make that dividend money as
  • 00:36:51
    well, which doesn't even get accounted
  • 00:36:52
    for in these uh total gains here, right?
  • 00:36:54
    In regards to stock, like it's just
  • 00:36:56
    awesome. It's awesome, man. And so Cake,
  • 00:36:59
    if this Russell continues to roll and
  • 00:37:00
    more and more people understand the
  • 00:37:02
    story, especially Wall Streeters, you'll
  • 00:37:04
    see cake continue to perform and next
  • 00:37:06
    thing you know, it'll be 70, $80 a
  • 00:37:08
    share, and then we'll be talking about
  • 00:37:09
    100 plus, right? All right, guys.
  • 00:37:10
    Appreciate you joining me as always.
  • 00:37:12
    Thank you so much for being here. If
  • 00:37:13
    you're looking to take your investing up
  • 00:37:14
    to a much higher level than where you're
  • 00:37:15
    at, you can apply to join private stock
  • 00:37:17
    group, private wealth group. Pinned
  • 00:37:18
    comment down there, fill out a form, see
  • 00:37:20
    if you can get access to that. Maybe a
  • 00:37:21
    little later on this week when you join
  • 00:37:24
    us in there, I'll send you your steel
  • 00:37:25
    woo membership card for the proud of
  • 00:37:28
    stock group and I'll send you a steel
  • 00:37:29
    membership card for thousandx as well,
  • 00:37:31
    baby. Absolutely beautiful. All righty.
  • 00:37:33
    Much love. Appreciate you joining me and
  • 00:37:35
    have a great
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