4 Stocks to BUY NOW‼️ June 2025

00:40:23
https://www.youtube.com/watch?v=M_9I_Kq7Txw

Resumo

TLDRIn this video, the speaker highlights the remarkable growth of a public investment portfolio, which has surged from $2.5 million to $3.26 million in just over a month. They congratulate investors who capitalized on market dips and share success stories from their private stock group. The video outlines four stocks deemed excellent buys: Adobe, which is investing in AI technology; AMD, poised for growth with its MI350 product; Cheesecake Factory, expanding its restaurant concepts; and Nike, which is recovering under new leadership. The speaker emphasizes the importance of financial freedom and the ability to respond to personal emergencies without work-related stress.

Conclusões

  • 📈 Portfolio growth from $2.5M to $3.26M in a month!
  • 🎉 Congratulations to investors who bought during the April dip!
  • 💡 Adobe is investing heavily in AI technology.
  • 🚀 AMD's MI350 is set to revolutionize AI performance.
  • 🍰 Cheesecake Factory is expanding with successful concepts.
  • 👟 Nike is recovering under new leadership and strategy.
  • 💰 Financial freedom allows for personal emergencies without stress.
  • 📊 Join the private stock group for exclusive insights and awards.
  • 📅 Expect significant growth in Adobe and AMD's earnings.
  • 🥳 Celebrate milestones in your investment journey!

Linha do tempo

  • 00:00:00 - 00:05:00

    The public account has grown to $3.26 million from $2.5 million in April, with many stocks seeing significant gains of up to 100%. Congratulations to those who invested during the dip in April, and to members of the private stock group who have achieved six-figure and seven-figure milestones.

  • 00:05:00 - 00:10:00

    The speaker shares personal news about his father's emergency surgery, emphasizing the importance of financial stability in times of crisis. He reflects on how being in a strong financial position allows for freedom to handle personal matters without work-related stress.

  • 00:10:00 - 00:15:00

    The first stock discussed is Adobe, which is currently undervalued at a forward P/E of 20 compared to its competitors. Despite concerns about AI competition, Adobe's strong revenue and investment capabilities position it well for future growth, making it a solid buy.

  • 00:15:00 - 00:20:00

    The second stock is Advanced Micro Devices (AMD), which is expected to see significant revenue growth from its MI350 AI chip. The speaker believes AMD's upcoming products will position it strongly against competitors like Nvidia, with potential for substantial stock price appreciation over the next few years.

  • 00:20:00 - 00:25:00

    The third stock is Cheesecake Factory, which has shown impressive growth and has strong expansion plans with its North Italia and Flower Child concepts. The speaker highlights its cash cow status and attractive valuation, making it a compelling investment opportunity.

  • 00:25:00 - 00:30:00

    The fourth stock is Nike, which has faced challenges due to poor management decisions but is now on a recovery path under new leadership. The speaker anticipates significant revenue and earnings growth in the coming years as Nike re-establishes its market position and improves retailer relationships.

  • 00:30:00 - 00:35:00

    The speaker encourages viewers to consider joining his private stock group for access to premium courses and community support, emphasizing the potential for significant financial growth among members.

  • 00:35:00 - 00:40:23

    Overall, the video highlights the importance of strategic investing and the potential for substantial returns in the current market, with a focus on specific stocks that are well-positioned for future success.

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Vídeo de perguntas e respostas

  • What is the current value of the public investment portfolio?

    The public investment portfolio is currently valued at $3.26 million.

  • What stocks are discussed as great buys?

    The stocks discussed as great buys are Adobe, Advanced Micro Devices (AMD), Cheesecake Factory, and Nike.

  • What significant event happened to the speaker's father?

    The speaker's father had to undergo emergency surgery.

  • How much has the portfolio grown since April?

    The portfolio has grown from $2.5 million to $3.26 million since April.

  • What is the expected growth for Adobe's earnings per share?

    Adobe's earnings per share are expected to grow significantly over the next couple of years.

  • What is the main focus of AMD's upcoming product, MI350?

    The MI350 is expected to significantly improve AI inference performance.

  • What are the two restaurant concepts mentioned for Cheesecake Factory?

    The two concepts are North Italia and Flowerchild.

  • What is Nike's stock price mentioned in the video?

    Nike's stock price is mentioned as $61.

  • What is the expected revenue growth for Nike in the coming years?

    Nike is expected to return to revenue growth by the end of 2025.

  • What is the significance of the private stock group?

    The private stock group offers access to premium courses and a community of investors aiming for significant financial growth.

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Rolagem automática:
  • 00:00:00
    $3.26
  • 00:00:02
    million. Fascinating to see where the
  • 00:00:04
    public account is at right now
  • 00:00:05
    considering that portfolio was at $2.5
  • 00:00:08
    million just back in April, a little
  • 00:00:11
    over a month and a half ago. Absolutely
  • 00:00:13
    incredible. Congratulations. A big
  • 00:00:15
    congratulations to everyone that was out
  • 00:00:17
    there buying in March and especially
  • 00:00:19
    especially that April dip. We got there
  • 00:00:22
    in that first couple weeks of April. Uh
  • 00:00:24
    obviously market drama going on.
  • 00:00:25
    Congratulations to all you guys. I got
  • 00:00:27
    phenomenal deals. I mean, many of those
  • 00:00:28
    stocks are now up 20, 30, 40, 50, 60.
  • 00:00:31
    Some even up 70, 80, 90, and even 100%
  • 00:00:35
    since where they were about a month and
  • 00:00:36
    a half ago or just around two months
  • 00:00:38
    ago. So, congratulations to all of you
  • 00:00:40
    folks out there. Also, congratulations
  • 00:00:42
    to the folks in my private stock group.
  • 00:00:44
    We just had 17 people 17 people join the
  • 00:00:48
    six-figure club and one person joined
  • 00:00:51
    the sevenigure club just this past week.
  • 00:00:53
    I had to sign up all those words. If you
  • 00:00:55
    didn't know, my wife's the one that
  • 00:00:56
    actually sends them out, but I'm the one
  • 00:00:58
    that signs them all up. So,
  • 00:00:59
    congratulations to you guys, everybody
  • 00:01:01
    out there hitting new records, you know,
  • 00:01:03
    six figures, seven figures, eight
  • 00:01:04
    figures, or maybe for some newer
  • 00:01:06
    investors, maybe you just hit five
  • 00:01:08
    figures. I'm sure there's some people
  • 00:01:09
    watching this video right now that just
  • 00:01:10
    in the past week or two, you hit five
  • 00:01:12
    figures in your portfolio for the first
  • 00:01:14
    time ever. So, congratulations to you
  • 00:01:15
    guys as well. A milestone is a
  • 00:01:17
    milestone, right? All righty. In this
  • 00:01:19
    video here today, we got four stocks to
  • 00:01:21
    talk about that I believe are great buys
  • 00:01:23
    right now. Not were just great buys back
  • 00:01:25
    in that April dip. No, no, no. Great
  • 00:01:28
    buys right now. And we're going to go
  • 00:01:29
    through why I believe those stocks are
  • 00:01:31
    great deals right now. Additionally,
  • 00:01:33
    only one thing, one thing I only need
  • 00:01:35
    from you guys. Smash that thumbs up
  • 00:01:36
    button. I hope you can do it for me,
  • 00:01:38
    man. It's been a heck of a last few days
  • 00:01:39
    for me. All I need is a one smash like
  • 00:01:42
    button. And if you want to subscribe to
  • 00:01:43
    the channel, you can certainly subscribe
  • 00:01:44
    to the channel. I hope you enjoy this
  • 00:01:46
    one here today. Also, I'll give an
  • 00:01:47
    update. Um, I didn't announce this
  • 00:01:49
    publicly, but I did announce it to
  • 00:01:51
    members of my private stock group and my
  • 00:01:54
    Patreon as well. Um, just to kind of
  • 00:01:56
    update everybody on that situation. My
  • 00:01:58
    dad had to have emergency surgery. That
  • 00:02:00
    was on Thursday. So, my mom gave me a
  • 00:02:02
    call and um and basically I left Vegas
  • 00:02:05
    right away and and went out to uh
  • 00:02:07
    Phoenix, Arizona to obviously I was
  • 00:02:10
    hoping to make it before uh his surgery
  • 00:02:12
    happened, but like everything just went
  • 00:02:14
    so fast they ended up putting him into
  • 00:02:16
    uh surgery like you know before I could
  • 00:02:18
    even get out there and it's about a
  • 00:02:20
    4-hour drive. So, um he did make it
  • 00:02:22
    through the surgery. Uh it was sounded
  • 00:02:24
    like it was a scary situation. It
  • 00:02:25
    sounded like honestly like a coin flip
  • 00:02:28
    um you know type of deal just to be
  • 00:02:30
    quite honest if that was even going to
  • 00:02:31
    work. But uh yeah, he's in recovery.
  • 00:02:33
    It's going to be a long recovery uh in
  • 00:02:35
    regards to that. And you know, obviously
  • 00:02:37
    we talk about money all the time on the
  • 00:02:38
    channel, right? Money, money, money,
  • 00:02:40
    stocks, making money, all this stuff,
  • 00:02:42
    right? Investing. You know, one of the
  • 00:02:44
    most overlooked things in the whole
  • 00:02:46
    money situation is a situation like what
  • 00:02:49
    happened on Thursday. Uh because I'm
  • 00:02:51
    fortunate to be in the financial
  • 00:02:53
    situation. I'm been grinding on this for
  • 00:02:55
    15 plus years, right? I didn't have to
  • 00:02:57
    worry about putting in for vacation
  • 00:02:59
    days. I didn't have to worry about, oh,
  • 00:03:01
    is my boss going to let me go? No, no,
  • 00:03:03
    no. I got that call from my mom and I
  • 00:03:05
    and I left right away. Gone. Um, no
  • 00:03:09
    worry about like, oh, you know, are they
  • 00:03:11
    going to give me the next few days off
  • 00:03:12
    from work or things like that, right?
  • 00:03:14
    And so when you build up to bigger
  • 00:03:16
    amounts of money, it's not just about
  • 00:03:18
    like, oh, the next house, the next car,
  • 00:03:20
    the next watch, the next fancy vacation,
  • 00:03:22
    like all that stuff's cool and that's
  • 00:03:24
    cool that comes along with, you know,
  • 00:03:26
    the money. But like a situation like
  • 00:03:29
    that when you can just be like
  • 00:03:31
    something's happening with a friend or a
  • 00:03:33
    family member, something, and I got to
  • 00:03:35
    go and I got to handle this situation,
  • 00:03:37
    and I need to get away from everything
  • 00:03:39
    workrelated for a while here. and you
  • 00:03:41
    don't have to worry about, you know,
  • 00:03:43
    what somebody's going to say or whatever
  • 00:03:44
    and you just can live life on your own
  • 00:03:46
    terms. Like to me, that's pretty
  • 00:03:48
    valuable cuz obviously there was
  • 00:03:49
    definitely times in my life that, you
  • 00:03:51
    know, it wasn't like that, especially
  • 00:03:52
    early in my working career, right? It
  • 00:03:54
    was like a whole process to try to get
  • 00:03:56
    days off and you couldn't do it and, you
  • 00:03:59
    know, like, yeah. So, anyways guys, you
  • 00:04:02
    know, always remember stuff like that.
  • 00:04:04
    It's really important and remember
  • 00:04:06
    that's part of why we care about
  • 00:04:07
    building our wealth and you know getting
  • 00:04:09
    to great financial positions and things
  • 00:04:11
    like that. Okay. All righty. Let's get
  • 00:04:13
    these four stocks. Okay. First one of
  • 00:04:15
    these four up here
  • 00:04:17
    is Adobe. Adobe stock. So this is a
  • 00:04:21
    really fascinating stock. It's 400 bucks
  • 00:04:23
    here today, right? And this is a stock
  • 00:04:25
    that's basically done nothing the past 5
  • 00:04:27
    years. Now obviously great company.
  • 00:04:29
    They've increased their revenues
  • 00:04:30
    dramatically the last 5 years. They've
  • 00:04:32
    increased their net income dramatically
  • 00:04:34
    over the past 5 years. But Adobee's a
  • 00:04:37
    really fascinating situation of when a
  • 00:04:39
    high valuation
  • 00:04:41
    uh reaches a situation where suddenly
  • 00:04:44
    over the next few years a cheap
  • 00:04:46
    valuation emerges and it's on back of a
  • 00:04:49
    new risk that comes to the business,
  • 00:04:51
    right? And so if you look at Adobe four
  • 00:04:53
    or five years ago had a very rich P
  • 00:04:55
    ratio. They look at the P ratio back for
  • 00:04:57
    Adobe back in those days. The forward P
  • 00:04:59
    ratio very high. And suddenly you have
  • 00:05:03
    this worry about AI, all these new AI
  • 00:05:06
    photo services, video services, right?
  • 00:05:09
    And remember Adobe's, you know, Adobe's
  • 00:05:12
    got several different products and
  • 00:05:13
    services in the market, but they make a
  • 00:05:15
    lot of their recurring revenue from
  • 00:05:18
    photo related editing services, video
  • 00:05:20
    related editing services for
  • 00:05:22
    influencers, creators, marketing
  • 00:05:24
    experts, right? Advertisers, all those
  • 00:05:27
    sorts of things, right? And so obviously
  • 00:05:29
    there's a lot of innovation happening in
  • 00:05:30
    AI right now. And there's a worry about
  • 00:05:32
    like how's this going to affect Adobe's
  • 00:05:34
    business model? Maybe this hurts Adobe's
  • 00:05:36
    business model. Right? And so that's a
  • 00:05:39
    real thing that's going on out there
  • 00:05:40
    right now. Right now, my push back on
  • 00:05:43
    that is one, if you look at Adobe's
  • 00:05:45
    revenues, look at their net income, this
  • 00:05:47
    company has plenty of money pouring into
  • 00:05:50
    them constantly to invest into their
  • 00:05:53
    business to create new products and
  • 00:05:54
    services and make their existing
  • 00:05:56
    products and services better and better
  • 00:05:58
    and better. I've looked at some of their
  • 00:05:59
    product offerings in regards to AI. It
  • 00:06:02
    looks the best of the best. If you want
  • 00:06:04
    to talk about the creme de la creme when
  • 00:06:06
    it because I've I've played around with
  • 00:06:08
    a lot of these different photo, you
  • 00:06:10
    know, AI generators, video AI
  • 00:06:12
    generators, right? And you know, some
  • 00:06:14
    are really bad, really bad. Some are
  • 00:06:17
    pretty respectable. From what I've seen
  • 00:06:19
    from Adobe, it looks about the best
  • 00:06:21
    you're going to find out there in the
  • 00:06:22
    marketplace, bar none, right? And so
  • 00:06:25
    that's great, right? So they can
  • 00:06:27
    continue to invest in their business to
  • 00:06:29
    you know fight off new competitors new
  • 00:06:31
    entrance things like that right also
  • 00:06:33
    remember this grows the TAM
  • 00:06:34
    exponentially what's going on out there
  • 00:06:36
    in regards to all these AI products
  • 00:06:38
    right additionally if let's say there is
  • 00:06:41
    some you know new service photo editing
  • 00:06:45
    video editing something in the marketing
  • 00:06:46
    space advertising space right that pops
  • 00:06:49
    off Adobe can always buy those companies
  • 00:06:51
    out right like Adobe has a long track
  • 00:06:55
    record of buying out to other businesses
  • 00:06:57
    and so they can make that happen, right?
  • 00:07:00
    They couldn't do the Figma acquisition a
  • 00:07:02
    few years ago. The, you know, Biden
  • 00:07:04
    administration blocked that, but I think
  • 00:07:07
    I think they could get a lot more deals
  • 00:07:09
    done if need be, which they might not
  • 00:07:11
    even need to do that. But if they do
  • 00:07:12
    need to do that and let's say they need
  • 00:07:13
    to buy out some fast growing app for
  • 00:07:16
    $100 million, a billion dollars, $2
  • 00:07:18
    billion, right? $500 million, whatever
  • 00:07:20
    the number is, they can make that
  • 00:07:21
    happen. That's that's piece of cake for
  • 00:07:23
    them, man. They got so much money
  • 00:07:24
    pouring in this business all the time.
  • 00:07:25
    and then all a sudden they got a new
  • 00:07:26
    growing business, new growing business.
  • 00:07:28
    So do keep that in mind, right? It's not
  • 00:07:30
    like competitors just compete.
  • 00:07:32
    Eventually founders start to weigh the
  • 00:07:33
    risk of like, well, could Adobe launch a
  • 00:07:35
    product that competes directly with us?
  • 00:07:37
    Do we want to go to war with Adobe or
  • 00:07:39
    should we just sell out for a fat dollar
  • 00:07:42
    amount? Remember, a lot of these
  • 00:07:43
    founders, these these AI startups, you
  • 00:07:45
    know, a lot of them had no money and
  • 00:07:47
    then all a sudden you could have a $50
  • 00:07:49
    million, $100 million, $500 million
  • 00:07:51
    valuation. A lot of times you're going
  • 00:07:52
    to take that, right? Now, additionally,
  • 00:07:55
    look at what is expected here. Looking
  • 00:07:56
    at thousandx stocks.com, look what's
  • 00:07:58
    expected to happen. Adobe's uh earnings
  • 00:08:00
    per share here over this next couple
  • 00:08:02
    years. Should be very, very fun times in
  • 00:08:05
    regards to Adobe's growth in their
  • 00:08:07
    earnings per share. Like, this is going
  • 00:08:08
    to be a fun fun time period in my
  • 00:08:10
    opinion. Right now, additionally here,
  • 00:08:13
    if you look at the valuation, valuation
  • 00:08:15
    matters considerably. Adobe I I I think
  • 00:08:18
    two of the best comps to comp Adobe
  • 00:08:20
    against is Microsoft and Intuit because
  • 00:08:22
    both those business models are very
  • 00:08:24
    wellestablished business models that
  • 00:08:26
    get, you know, great recurring revenue
  • 00:08:29
    streams that you look at as just stable
  • 00:08:31
    business models. They got small
  • 00:08:32
    businesses that use a midsize large
  • 00:08:34
    businesses. The same exact thing with
  • 00:08:35
    Adobe, right? Look at Adobe's forward P.
  • 00:08:37
    Adobe's forward P is 20. If you look at
  • 00:08:40
    intuitit 44, Microsoft 32, I would say
  • 00:08:44
    Adobe is at least 50% undervalued right
  • 00:08:48
    now. Meaning this stock should be at
  • 00:08:50
    least 50% higher just based upon
  • 00:08:53
    valuation. We're not talking about
  • 00:08:55
    future growth over the coming years.
  • 00:08:57
    We're not talking about this company's
  • 00:08:58
    revenues and and earnings per share 5
  • 00:09:00
    years from now. I'm just talking about
  • 00:09:01
    the company you see in front of you
  • 00:09:03
    today should be 50% higher. I think
  • 00:09:06
    that's very fair. I think it's very fair
  • 00:09:08
    to assume they should have uh you know
  • 00:09:10
    afford P a little under Microsoft
  • 00:09:12
    assuming Microsoft should be able to
  • 00:09:14
    outgrow Adobe a slight amount over the
  • 00:09:17
    next few years right and you know
  • 00:09:19
    assuming in it could you know pretty
  • 00:09:22
    substantially outgrow the earnings per
  • 00:09:23
    share but remember in it trades at a 44
  • 00:09:26
    forward PE right so 50% undervalued this
  • 00:09:29
    company is right now the CEO of this
  • 00:09:31
    company this man's been leading the
  • 00:09:32
    company since 2007 from my understanding
  • 00:09:35
    he worked at the company since 1998 He
  • 00:09:37
    knows his company inside out. He's
  • 00:09:39
    gotten him through multiple cycles,
  • 00:09:42
    right? You think about the you think
  • 00:09:45
    about the the mobile revolution, which
  • 00:09:48
    obviously was a huge change to Adobe.
  • 00:09:50
    You think about their business going
  • 00:09:52
    from being like a oneoff like you buy
  • 00:09:55
    the product one off versus they changing
  • 00:09:57
    it obviously to a recurring uh revenue
  • 00:10:00
    stream business model to a subscription
  • 00:10:01
    business model. That was a huge change.
  • 00:10:03
    So, this man's been through several
  • 00:10:05
    fundamental changes in Adobe's business
  • 00:10:07
    model and obviously acquisitions and and
  • 00:10:09
    bringing those companies in and all
  • 00:10:11
    sorts of things. So, you got to always
  • 00:10:13
    think, I'm going to invest in a stock.
  • 00:10:15
    How comfortable do I feel with the CEO?
  • 00:10:17
    Uh yeah, this man's been doing a
  • 00:10:19
    tremendous job at Adobe for decades.
  • 00:10:21
    Right now, additionally, you look at the
  • 00:10:23
    employee count of this company, 30,000
  • 00:10:26
    employees. Now, I think about AI and I
  • 00:10:28
    think about how AI should transform
  • 00:10:29
    businesses over the coming decade. And
  • 00:10:32
    if anything, I think it should make a
  • 00:10:33
    lot of companies like an Adobe a lot
  • 00:10:35
    more efficient. So when I see Adobe with
  • 00:10:38
    30,000 employees, the first thing I
  • 00:10:39
    think is I don't I don't foresee them
  • 00:10:42
    having to do mass hiring over this next
  • 00:10:44
    several years. I just don't see it. I
  • 00:10:47
    think they could keep that employee
  • 00:10:48
    count steady or maybe even drop that
  • 00:10:50
    employee count for the next 5 to 10
  • 00:10:53
    years. And so therefore, I don't see
  • 00:10:55
    them needing to massively increase their
  • 00:10:59
    expense base on this company. I just
  • 00:11:01
    don't see it. Not not not with the way
  • 00:11:03
    AI in these AI programs are going to
  • 00:11:06
    help a lot of roles. I mean I I'm even
  • 00:11:08
    hearing I think it was Microsoft
  • 00:11:10
    recently mentioned something around this
  • 00:11:12
    is really important. I don't think
  • 00:11:13
    people understand this. Microsoft
  • 00:11:15
    mentioned recently if our call was
  • 00:11:17
    Microsoft 30% of their code is now being
  • 00:11:19
    written by AI. Where do you think that
  • 00:11:20
    is 5 years from now? Where do you think
  • 00:11:22
    that is two years from now, 10 years
  • 00:11:24
    from now? Right? Imagine how much of the
  • 00:11:26
    code's going to be just written by AI. I
  • 00:11:29
    mean, this is really, really
  • 00:11:31
    substantial, right? Really, really
  • 00:11:32
    substantial. Now, additionally, Adobe
  • 00:11:34
    stock's very cheap right now, which
  • 00:11:36
    means what? It's a great time to do
  • 00:11:39
    what? Share buybacks. Great time. When
  • 00:11:42
    your stock trading cheap like Adobe is,
  • 00:11:44
    do share buybacks. They announced last
  • 00:11:47
    year that they got a $25 billion stock
  • 00:11:50
    repurchase program. And so, think about
  • 00:11:52
    all the shares Adobe's galing up right
  • 00:11:54
    now. Very attractive prices. Very
  • 00:11:57
    attractive prices. So, if you're
  • 00:11:58
    somebody that wants to buy Adobe stock
  • 00:12:00
    right now, which is, you know,
  • 00:12:01
    definitely one I'm interested in, it's a
  • 00:12:04
    great time to be buying because you're
  • 00:12:05
    also getting to see the company buying
  • 00:12:08
    back shares as well at these very cheap
  • 00:12:10
    prices, which is going to help earnings
  • 00:12:12
    per share immensely over the coming
  • 00:12:14
    years. Cuz remember, their net income,
  • 00:12:16
    net income should increase quite
  • 00:12:18
    dramatically over the next few years.
  • 00:12:19
    But then you take a bunch of shares off
  • 00:12:20
    the market, your earnings per share that
  • 00:12:23
    can can have extremely strong double
  • 00:12:25
    digit growth year after year after year
  • 00:12:28
    after year. Right
  • 00:12:29
    now, one last thing I'll say about Adobe
  • 00:12:32
    and then we'll move on to stock number
  • 00:12:33
    two. You know, this is a sleep well at
  • 00:12:36
    night stock. In my opinion, I sleep I
  • 00:12:38
    can sleep very well buying the stock and
  • 00:12:40
    holding the stock. It's the opposite of
  • 00:12:41
    like a home builder, right? Home
  • 00:12:43
    builder, it's an up and down business.
  • 00:12:45
    It's hot one moment, it's cold the next
  • 00:12:47
    moment, right? And uh for Adobe like
  • 00:12:50
    whatever happens, tariffs, right,
  • 00:12:53
    recession worries, you know, inflation
  • 00:12:56
    worries, deflation worries, oh the
  • 00:12:58
    economy is growing faster than expected,
  • 00:13:01
    Trump, blah blah blah, whatever. At the
  • 00:13:04
    end of the day, Adobee's going to put up
  • 00:13:06
    their numbers and that money just keeps
  • 00:13:07
    coming in. And so for
  • 00:13:09
    Adobe, I really like this one. I think
  • 00:13:11
    it's a great buy now and um one of those
  • 00:13:14
    stocks you can just feel comfortable
  • 00:13:15
    holding. It's not like it's going to
  • 00:13:16
    keep me up at night. Right. Before we
  • 00:13:18
    get to number two of four, for the pin
  • 00:13:21
    comment down there, I'm going to put a
  • 00:13:22
    link that is if you need to apply to
  • 00:13:25
    join my private stock group, get access
  • 00:13:27
    to all my premium courses. If you're
  • 00:13:28
    ambitious about scaling to six figures,
  • 00:13:31
    seven figures, eight figures, you want
  • 00:13:32
    to join a group of investors that are
  • 00:13:34
    doing that, that are on that pace, those
  • 00:13:36
    sorts of things, you can click the pin
  • 00:13:38
    comment down there, fill out a form, see
  • 00:13:39
    if get you access to all my premium
  • 00:13:41
    courses, access to exclusive weekly
  • 00:13:43
    videos from me, my private Discord chat,
  • 00:13:45
    all that good stuff. And all those
  • 00:13:47
    awards I was signing there, the six
  • 00:13:49
    figure awards are this one. I send this
  • 00:13:51
    to your house complimentary when you hit
  • 00:13:53
    six figures plus in your portfolio. And
  • 00:13:56
    then I send you a seven figure reward
  • 00:13:57
    when you hit seven figures plus in your
  • 00:13:59
    portfolio. And we send that
  • 00:14:01
    complimentary to your house. I
  • 00:14:04
    spend probably five figures a year
  • 00:14:07
    shipping just awards around and and also
  • 00:14:09
    your steel membership cards. When you
  • 00:14:10
    join us in the private group, I send you
  • 00:14:12
    a steel membership card for the private
  • 00:14:14
    group and a steel membership card for
  • 00:14:15
    Thousandx as well. Okay. So that will be
  • 00:14:18
    pinned comment down there and uh let's
  • 00:14:20
    get you to a much higher level and with
  • 00:14:22
    a great group. Okay. Number two of these
  • 00:14:24
    four stocks up here
  • 00:14:26
    is Advanced Micro Devices, otherwise
  • 00:14:29
    known as AMD.
  • 00:14:32
    $114 stock here today. Uh stocks up
  • 00:14:35
    about 115% in the past 5 years, and I
  • 00:14:37
    think it's going to be up a whole lot
  • 00:14:39
    more than that over the next 5 years. I
  • 00:14:41
    think that's just little child's play.
  • 00:14:42
    Okay. Now, in regards to AMD, you got to
  • 00:14:46
    understand the fun is just about to
  • 00:14:48
    start in regards to this one. And the
  • 00:14:51
    reason being is the
  • 00:14:53
    MI350 is likely starting to go into
  • 00:14:56
    production. So the next quarter they're
  • 00:14:59
    about to report that could have a very
  • 00:15:01
    very small amount of MI350 revenue in
  • 00:15:04
    there. Like very very small. But the
  • 00:15:06
    next quarter we're going to start to see
  • 00:15:08
    in my opinion based upon everything
  • 00:15:09
    that's lining up here massive amounts of
  • 00:15:12
    MI350 revenue. And then come the
  • 00:15:16
    following quarter, let's call it
  • 00:15:17
    wintertime, oh my gosh, we're going to
  • 00:15:19
    be talking about some epic epic numbers,
  • 00:15:22
    no pun intended, in regards to uh the MI
  • 00:15:25
    350 series. This is a huge huge deal for
  • 00:15:28
    for AMD. This is their first the MI350
  • 00:15:32
    marks a the first real
  • 00:15:35
    big like entrance into AI in my opinion.
  • 00:15:39
    Not to say their other products haven't
  • 00:15:41
    been toward that way. No, no, this is
  • 00:15:43
    just a whole level up in regards to MI
  • 00:15:45
    350 here. Now, in regards to this AMD,
  • 00:15:48
    this was uh actually two earnings ago.
  • 00:15:51
    Lisa Sue mentioned something along the
  • 00:15:52
    lines of tens of billions of dollars
  • 00:15:55
    coming from the AI GPU lineup over the
  • 00:15:57
    next few years. Now, she didn't say
  • 00:16:00
    billions of dollars. She didn't say 10
  • 00:16:01
    billion dollars. She said tens of
  • 00:16:04
    billions of dollars, which would mean
  • 00:16:06
    minimum 20 billion, but potentially 30
  • 00:16:09
    billion, 40 billion, 50 billion, 60
  • 00:16:10
    billion, 70 billion, 80 billion, 90
  • 00:16:12
    billion. It's a big number, right? So,
  • 00:16:14
    this is a huge opportunity. It's not
  • 00:16:16
    like this is just, oh, this is something
  • 00:16:18
    that can help AMD increase their
  • 00:16:20
    business a little bit. No, no, no. This
  • 00:16:21
    is something that will be fundamentally
  • 00:16:22
    changing Nvidia's numbers over the next
  • 00:16:25
    few years. Now, it's very, it's very
  • 00:16:27
    obvious. Everybody likes to compare AMD
  • 00:16:30
    versus Nvidia, right? And then what's
  • 00:16:32
    the Ni Mi350 versus Nvidia Blackwell and
  • 00:16:35
    all those sorts of things, right? And
  • 00:16:36
    how are these going to compete against
  • 00:16:37
    each other? Well, as far as the MI350,
  • 00:16:40
    that's one that's going to likely going
  • 00:16:41
    in production right now as we speak,
  • 00:16:43
    right? And you're going to really start
  • 00:16:44
    to see the numbers in the back half of
  • 00:16:46
    this year. When it comes to MI350, AMD
  • 00:16:49
    says it has a
  • 00:16:50
    35x improvement. 35-fold improvement in
  • 00:16:54
    AI inference performance. Now, that's
  • 00:16:57
    very important. Inference is when you're
  • 00:16:58
    actually using the AI. It's not just
  • 00:17:00
    about training the AI, right? Because
  • 00:17:01
    it's one thing to train AIs to
  • 00:17:04
    understand things and like learn better.
  • 00:17:06
    It's one thing to actually utilize the
  • 00:17:08
    product, right? 35fold improvement in AI
  • 00:17:11
    inference. And and Lisa Sue talks about
  • 00:17:13
    the companies position themselves very
  • 00:17:15
    well for inference, right? Compared to
  • 00:17:17
    the
  • 00:17:18
    MI300X, that's massive, right? Not
  • 00:17:20
    against some old chip from 100 years ago
  • 00:17:22
    or something, right? This indicates a
  • 00:17:24
    major generational leap in performance
  • 00:17:26
    and positions the MI350 as a strong
  • 00:17:28
    contender for demanding AI workloads.
  • 00:17:31
    Additionally, high bandwidth memory. It
  • 00:17:33
    offers approximately 22.1 terabytes per
  • 00:17:36
    second memory bandwidth enabling faster
  • 00:17:38
    data processing and improved performance
  • 00:17:40
    for memory intensive tasks. This this
  • 00:17:43
    capacity and bandwidth clearly outpace
  • 00:17:46
    the Nvidia Blackwell B200. Now
  • 00:17:49
    additionally when it comes to value
  • 00:17:50
    proposition here one is from my
  • 00:17:52
    understanding AMD is going to undercut
  • 00:17:54
    Nvidia's price that's from my
  • 00:17:56
    understanding right the other part is
  • 00:17:58
    from my understanding these a these AMD
  • 00:18:01
    chips should use less power now if you
  • 00:18:03
    know one of the biggest constraints in
  • 00:18:05
    regards to these data centers is power
  • 00:18:08
    related energy right and so there's a
  • 00:18:10
    potential that these AMD chips are going
  • 00:18:12
    to be much more energy efficient which
  • 00:18:14
    could drop costs immensely for running
  • 00:18:16
    these data centers right so that's just
  • 00:18:18
    something to keep in mind here. So,
  • 00:18:19
    there's definitely, you know, this is
  • 00:18:21
    this is in my opinion, once again, the
  • 00:18:23
    first real super competitive product for
  • 00:18:27
    AMD, but that's just the start.
  • 00:18:30
    Remember, next year, the company's
  • 00:18:33
    expected to launch the MI400. MI400's a
  • 00:18:36
    blowoff top. Okay, that's a blowoff the
  • 00:18:39
    top chip. I don't even want to get into
  • 00:18:41
    that one yet cuz MI350 is just about to
  • 00:18:44
    hit and we're going to see the numbers
  • 00:18:45
    come through for that. But MI400 whole
  • 00:18:48
    new level up in regards to this game and
  • 00:18:50
    that's when numbers start getting really
  • 00:18:52
    crazy. But that that will be more of a
  • 00:18:53
    back half 2026 into 2027 in regards to
  • 00:18:56
    that matter. Okay. Now keep in mind, you
  • 00:18:59
    know, a lot of people like to, you know,
  • 00:19:01
    compare these companies. That's why I
  • 00:19:02
    brought up AMD and and these Mi350
  • 00:19:05
    versus Blackwell chips and whatnot,
  • 00:19:07
    right? And people are going to keep
  • 00:19:08
    comparing them. Well, what about the
  • 00:19:09
    MI400 versus whatever Nvidia's, you
  • 00:19:11
    know, best chips are at that particular
  • 00:19:13
    time, right? And then they're going to
  • 00:19:14
    be talking about the CUDA software and
  • 00:19:16
    they're going to be, you know, they're
  • 00:19:17
    going to talk about all this stuff. But
  • 00:19:19
    at the end of the day, you got to
  • 00:19:20
    understand Nvidia's a $3.3 trillion
  • 00:19:22
    market cap. AMD does not have to destroy
  • 00:19:24
    Nvidia to to have the stock perform
  • 00:19:27
    tremendous over the next few years,
  • 00:19:30
    right? Nvidia, in my opinion, and this
  • 00:19:33
    is coming from somebody that has owned
  • 00:19:34
    Nvidia stock in the past and made
  • 00:19:36
    tremendous gains on this stock. Okay? I
  • 00:19:38
    don't own any Nvidia now at this point
  • 00:19:39
    in time. not this bad company, not that
  • 00:19:41
    AMD is going to destroy
  • 00:19:43
    Nvidia simply because a Nvidia is about
  • 00:19:46
    to move into starting in the second half
  • 00:19:48
    of this year, they're going to move into
  • 00:19:49
    their slower growth era, which is not
  • 00:19:52
    bad. It's just going to be a slower era
  • 00:19:54
    of growth in regards to their growth
  • 00:19:55
    rates for this company. And then it's
  • 00:19:57
    going to last for the next 5 years in my
  • 00:19:59
    opinion. That's going to be a 5year like
  • 00:20:01
    slower growth time period for Nvidia.
  • 00:20:04
    Doesn't mean AMD is going to completely
  • 00:20:05
    destroy those guys, right? No, AMD is
  • 00:20:09
    about to start having the hype and
  • 00:20:11
    that's really going to start next
  • 00:20:13
    quarter. Not this one they're about to
  • 00:20:14
    report in like uh month and a half, two
  • 00:20:16
    months from now. No, no, I'm talking
  • 00:20:17
    about the next quarter cuz that's going
  • 00:20:19
    to be the one that starts to have a lot
  • 00:20:20
    of MI350 in revenue cuz that will be a
  • 00:20:22
    July, August, September quarter at that
  • 00:20:24
    particular time, right? Which that
  • 00:20:26
    quarter will probably be shown off and
  • 00:20:28
    announced uh probably around Halloween.
  • 00:20:30
    Okay, that's a quarter I'm talking
  • 00:20:31
    about. So there's already going to be
  • 00:20:33
    starting some hype and excitement
  • 00:20:34
    building into that quarter because
  • 00:20:36
    remember that quarter they're going to
  • 00:20:38
    give a guidance on this next quarter. So
  • 00:20:40
    this next quarter that's going to be
  • 00:20:41
    coming out in like a month and a half
  • 00:20:42
    from now. They're going to give a
  • 00:20:44
    guidance number for that Halloween
  • 00:20:46
    quarter, the one they're going to report
  • 00:20:47
    around Halloween. And it's going to be
  • 00:20:49
    scary. Scary in a good way cuz oh my
  • 00:20:52
    gosh are they going to have some revenue
  • 00:20:53
    growth talk about at that particular
  • 00:20:55
    time, right? So, you're going to give
  • 00:20:56
    some guidance and and I'm just telling
  • 00:20:58
    you the hype, the excitement,
  • 00:21:00
    everything's going to build massively at
  • 00:21:02
    that particular time in regards to AMD.
  • 00:21:05
    And um we're going to be talking about,
  • 00:21:07
    you know, the the hype and excitement
  • 00:21:09
    Nvidia had that's going to start to
  • 00:21:12
    transform over to AMD essentially. And I
  • 00:21:14
    look at next year's revenue growth that
  • 00:21:16
    kind of analysts have here. I think
  • 00:21:18
    they're way off. I think they're way off
  • 00:21:20
    in regards to to AMD's revenue growth.
  • 00:21:22
    Let me show you projections I have for
  • 00:21:24
    AMD. My bull case for AMD. Okay. So,
  • 00:21:27
    whenever I go to buy a stock, I run a
  • 00:21:29
    bull case, base case, and bare case.
  • 00:21:32
    This is my bull case for AMD. So, a bull
  • 00:21:35
    case for AMD would be 30% revenue growth
  • 00:21:37
    from 2026 to 2029, right? Per year on
  • 00:21:41
    average. Now, some years could be far
  • 00:21:42
    above that. They could have 50% growth
  • 00:21:44
    some years. Some years will be below
  • 00:21:46
    that, right? Net income growth on
  • 00:21:48
    average have 40%. Now, that puts him at
  • 00:21:50
    25% net income margins, which is a mile
  • 00:21:54
    and a half below Nvidia. Not even in the
  • 00:21:56
    same stratosphere as far as net income
  • 00:21:57
    margins, right? 30 to 40p would be very
  • 00:22:00
    fair if you're I mean, if you're growing
  • 00:22:02
    30% revenues a year and 40% net income,
  • 00:22:05
    that'd be just ridiculous on average in
  • 00:22:07
    that a 30 to 40p is so low. But it's a
  • 00:22:10
    semiconductor company, so there's always
  • 00:22:11
    people saying, you know, like this is
  • 00:22:13
    the end or something, right? So that
  • 00:22:14
    would put the stock in 2029 somewhere
  • 00:22:16
    between
  • 00:22:17
    $427 and
  • 00:22:19
    $569 which gives you a compounding
  • 00:22:21
    growth rate of let's say 40% or more.
  • 00:22:24
    The stock's 114 today. I like my
  • 00:22:26
    riskreward. Now I obviously my base case
  • 00:22:29
    has stepped down from there but the risk
  • 00:22:31
    you know profile is like so attractive
  • 00:22:34
    in regards to AMD it's ridiculous. Right
  • 00:22:36
    now keep in mind these numbers that I
  • 00:22:38
    have right this is my bull case. So that
  • 00:22:41
    would put the company at a little over
  • 00:22:42
    $90 billion of revenue come 2029 and $23
  • 00:22:46
    billion net income. Look at in look at
  • 00:22:48
    where Nvidia's expected to do this year.
  • 00:22:50
    This year, not in 2029, this year. $156
  • 00:22:53
    billion of revenue, $80 billion net
  • 00:22:55
    income. So once
  • 00:22:57
    again, even AMD in 2029 still won't even
  • 00:23:00
    be remotely close in my opinion to where
  • 00:23:03
    a Nvidia is right now. And that does not
  • 00:23:05
    mean AMD's bad or Nvidia is bad or
  • 00:23:08
    anything like that. just means like you
  • 00:23:10
    got to understand each stock is its own
  • 00:23:11
    case and there's just immense upside
  • 00:23:14
    ahead for AMD here, right? Like the fact
  • 00:23:17
    that they're going to grow so immensely
  • 00:23:19
    in my opinion over this next four or
  • 00:23:21
    five years and they'll still be way
  • 00:23:23
    under Nvidia's revenue and net income
  • 00:23:26
    now. Imagine if they could get their net
  • 00:23:27
    income margins anywhere close to Nvidia.
  • 00:23:30
    Could you imagine what invid what AMD
  • 00:23:31
    stock price we could be talking about a
  • 00:23:33
    10, you know, 10x stock if that's the
  • 00:23:35
    situation? Maybe not a thousandx stock,
  • 00:23:37
    but a 10x stock. Right now, keep in
  • 00:23:39
    mind, we haven't even started seeing
  • 00:23:41
    MI350 revenue, right? MI400. No, no, no.
  • 00:23:45
    And look at the latest re revenue
  • 00:23:47
    number. They increase revenue 36%
  • 00:23:49
    year-over-year.
  • 00:23:50
    36%. Before
  • 00:23:52
    MI350, before MI400, imagine the sort of
  • 00:23:56
    revenue growth numbers when MI350 starts
  • 00:23:59
    hitting later on this year. And then
  • 00:24:02
    imagine toward the end of next year when
  • 00:24:04
    MI400 starts hitting because I bet you
  • 00:24:07
    for those
  • 00:24:09
    MI400s, they're going to get a big
  • 00:24:10
    dollar amount for those guys. They're
  • 00:24:12
    going to get a big dollar amount for
  • 00:24:15
    those guys. Maybe not once again as high
  • 00:24:16
    as Nvidia gets, but it's going to be, my
  • 00:24:19
    guess is a much bigger dollar amount
  • 00:24:20
    than the MI 350. So do keep that in
  • 00:24:23
    mind. Right. So AMD extraordinary
  • 00:24:25
    opportunity here. Uh, for those of you
  • 00:24:27
    guys that do join my private stock group
  • 00:24:28
    over this next few weeks, if you care
  • 00:24:30
    anything about AMD, definitely join us
  • 00:24:32
    in AMD chat. You know, a lot of AMD
  • 00:24:34
    investors in there, a ton of AMD
  • 00:24:36
    investors in there. We're always sharing
  • 00:24:37
    the latest news that's going on in
  • 00:24:39
    regards to AMD, opinions, perspectives
  • 00:24:41
    on the stock, right? And so, definitely
  • 00:24:44
    do keep that in mind. Okay, stock number
  • 00:24:46
    three of these four up here
  • 00:24:48
    is
  • 00:24:50
    Cheesecake Factory. So, Cheesecake is a
  • 00:24:53
    sneaky winner winner chicken dinner.
  • 00:24:55
    Stocks up 159% in the past 5 years. If
  • 00:24:58
    you look at the stock performance just
  • 00:24:59
    over the past year, year and a half,
  • 00:25:01
    it's been tremendous, right? And you
  • 00:25:03
    know, this is a sneaky under the radar
  • 00:25:05
    kind of restaurant play cuz when you
  • 00:25:07
    think about higher growth like okay,
  • 00:25:10
    like stocks that go up a lot in the food
  • 00:25:13
    related space or drink related space,
  • 00:25:15
    people are going to think of Cava,
  • 00:25:16
    they're going to think of Chipotle, and
  • 00:25:18
    they're going to think of Dutch Bros,
  • 00:25:20
    right? And Cake just kind of flies under
  • 00:25:22
    their radar, but the stock's an absolute
  • 00:25:23
    beast. And I think there's a long long
  • 00:25:27
    way for the stock to go from here,
  • 00:25:28
    right? Which is why I'm buying the stock
  • 00:25:30
    across basically every single portfolio
  • 00:25:32
    I have. If you see the position right
  • 00:25:34
    now in the public account, it's $179,000
  • 00:25:37
    position, which is pretty substantial,
  • 00:25:38
    right? That's a, you know, we're up
  • 00:25:40
    $49,000 in the stock does not include
  • 00:25:42
    dividends received from it. But if you
  • 00:25:44
    look at my private portfolios, you look
  • 00:25:45
    at the Patreon portfolio, every
  • 00:25:47
    portfolio, I'm building the stock very
  • 00:25:49
    immensely into a very big position. And
  • 00:25:52
    the reason being is they basically have
  • 00:25:54
    two banger concepts. One is North
  • 00:25:56
    Italia. You're going to see those
  • 00:25:58
    expanding. You're already starting to
  • 00:25:59
    see it in a lot of major cities, but
  • 00:26:00
    you're going to see it in a massive way
  • 00:26:02
    over this next 5 years. But basically,
  • 00:26:04
    North Italia, they took Olive Garden and
  • 00:26:06
    they said, "What if we made the food way
  • 00:26:09
    better, like way better, and what if we
  • 00:26:12
    made the restaurants have an actual
  • 00:26:14
    modern look and not like you went back
  • 00:26:16
    to 2002, right? And we sold at higher
  • 00:26:19
    price points." What if we did that? And
  • 00:26:21
    that's exactly what they did with North
  • 00:26:22
    Italian. It's an absolute banger hit. I,
  • 00:26:25
    you know, every single one of these
  • 00:26:26
    locations I've ever seen and gone to,
  • 00:26:28
    which I've gone to many of them now at
  • 00:26:29
    this point in time. Busy, busy, busy.
  • 00:26:31
    Like every night they're packed. The
  • 00:26:33
    weekend's extraordinarily packed. Right.
  • 00:26:35
    And that's even with all the stuff about
  • 00:26:37
    the consumer and consumer confidence
  • 00:26:39
    being low and all that stuff. North
  • 00:26:40
    Talia puts up numbers, man. Absolutely
  • 00:26:42
    phenomenal. Then they came out with
  • 00:26:44
    Flowerchild concept, right? which you
  • 00:26:46
    know the flower child concept is
  • 00:26:48
    basically I kind of like it was almost
  • 00:26:51
    like Fox restaurant concepts kind of
  • 00:26:53
    thought like could we create a Chipotle
  • 00:26:55
    but not like Mexican food but something
  • 00:26:57
    that would be seen as healthy good for
  • 00:27:01
    people like and would be a relatively
  • 00:27:04
    lower price point right and people would
  • 00:27:06
    view as higher quality and that's what
  • 00:27:07
    they came up with flower child and so
  • 00:27:09
    like this is what like the dishes at
  • 00:27:10
    Flowerchild look like now for you those
  • 00:27:12
    of you that don't eat a lot of
  • 00:27:13
    vegetables and things like that you
  • 00:27:14
    might not like flour power child, right?
  • 00:27:16
    You might say, "Give me a Burger King
  • 00:27:18
    cheeseburger, baby. I need a Whopper. I
  • 00:27:21
    need a Big Mac. Big Mac attack so I can
  • 00:27:23
    have a heart attack." No. No. So, you
  • 00:27:26
    know, Flower Child's obviously like for
  • 00:27:28
    people that love to eat healthy, love to
  • 00:27:30
    eat clean, stuff like that, like
  • 00:27:32
    Flowerchild very, very compelling
  • 00:27:35
    concept and has taken off across the
  • 00:27:36
    United States of America. And that has
  • 00:27:38
    actually a bigger location opportunity
  • 00:27:40
    to it than believe it or not like even
  • 00:27:42
    North Italia for instance, right? And
  • 00:27:44
    the reason being is the price points.
  • 00:27:46
    Like this is a typical menu you'll see
  • 00:27:48
    at like, you know, basically a flower
  • 00:27:50
    child. And what you're going to see is
  • 00:27:52
    many of their dishes are kind of in that
  • 00:27:54
    $12, $10, $15 kind of price point. You
  • 00:27:58
    know, they got their their kids meals,
  • 00:28:00
    which is for kids 12 and under that are
  • 00:28:01
    priced at like $850, $9 in many other
  • 00:28:05
    restaurants, right? Which you can get
  • 00:28:06
    either chicken, steak, and then you get
  • 00:28:08
    a couple sides with it. Even my kids
  • 00:28:10
    love that place. So, uh, you know,
  • 00:28:12
    obviously they have wraps and whatnot,
  • 00:28:13
    but, you know, it's kind of more in
  • 00:28:14
    price in that $10 to $15 range for the
  • 00:28:17
    most part for their menu, which makes it
  • 00:28:20
    so the masses can really afford this
  • 00:28:22
    place. North Italia, you know, North
  • 00:28:24
    Talia, a lot of their entre are $20 plus
  • 00:28:26
    sit down restaurant, you might get, you
  • 00:28:28
    know, a glass of wine. You're going to,
  • 00:28:30
    you know, you're kind of moving up the
  • 00:28:31
    the price point there. Flowerchild is
  • 00:28:33
    more affordable to the masses. And I
  • 00:28:35
    would say flower, you know, north talia
  • 00:28:36
    is a little bit more toward that top 30%
  • 00:28:39
    of income earners. I would say that.
  • 00:28:41
    Okay. Now, if you don't know,
  • 00:28:45
    essentially Cheesecake Factory acquired
  • 00:28:47
    Fox Restaurant Concepts in a deal. Now,
  • 00:28:49
    they acquired this months before Rona
  • 00:28:52
    and then it was actually seen as like
  • 00:28:54
    this was a really bad deal at the time.
  • 00:28:57
    Not at the time, but shortly after, a
  • 00:28:58
    few months later, because guess what?
  • 00:29:00
    Restaurants across the whole United
  • 00:29:01
    States started being closed, right?
  • 00:29:04
    Everybody had to close their restaurant
  • 00:29:05
    doors and then when they're allowed to
  • 00:29:06
    finally open again, they were like
  • 00:29:08
    partially open. And so companies like
  • 00:29:10
    Cheesecake Factory and basically anybody
  • 00:29:11
    that operated restaurants took massive
  • 00:29:13
    losses and we know a lot of restaurants
  • 00:29:15
    never recovered from that. Some went out
  • 00:29:16
    of business during that year or the next
  • 00:29:18
    few years, right? And so that was a
  • 00:29:20
    whole situation, but this in my opinion
  • 00:29:23
    will be seen as one of the best
  • 00:29:25
    restaurant deals to happen in the
  • 00:29:27
    history of mankind. And there's no doubt
  • 00:29:29
    in my mind because Cheesecake acquired
  • 00:29:30
    the company for around $353 million. And
  • 00:29:34
    considering what they got for it, they
  • 00:29:35
    got two basically guaranteed banger
  • 00:29:38
    concepts that are going to be expanded
  • 00:29:39
    all over the United States of America.
  • 00:29:41
    But then they got these other concepts
  • 00:29:42
    that look like they're kind of next up.
  • 00:29:43
    One is blanco, which is a Mexican
  • 00:29:45
    restaurant concept. Another one is
  • 00:29:47
    culinary dropout, which is just a vibe.
  • 00:29:49
    I'll tell you that much. And then they
  • 00:29:50
    got a bunch of other concepts behind
  • 00:29:52
    that that they're kind of testing
  • 00:29:54
    throughout different states and
  • 00:29:55
    different cities to kind of see if those
  • 00:29:56
    are next up essentially. Okay. Now,
  • 00:29:59
    let's not forget, we just went through
  • 00:30:01
    all those exciting growth opportunities.
  • 00:30:03
    But let's not forget the Cash Cow. It's
  • 00:30:05
    a Cheesecake Factory. It's one of the
  • 00:30:06
    most successful restaurants in the
  • 00:30:08
    history of mankind. One of the most
  • 00:30:10
    successful sitdown restaurants in the
  • 00:30:12
    history of mankind is a cheesecake
  • 00:30:13
    factory. And it's an absolute cash cow,
  • 00:30:15
    right? And so, we're getting a cash cow
  • 00:30:18
    business, an ATM machine, which is a
  • 00:30:20
    cheesecake factory. And then we're
  • 00:30:21
    getting all these successful growth
  • 00:30:23
    concepts coming behind us essentially
  • 00:30:25
    which is just beautiful because you
  • 00:30:28
    don't get this with almost any other
  • 00:30:29
    name. You know, you think about the
  • 00:30:31
    Cavas and you know the Chipotles and the
  • 00:30:33
    Bros and all those, right? They're one
  • 00:30:35
    trick ponies. There's nothing wrong with
  • 00:30:36
    that. It's just it is what it is. I'm
  • 00:30:38
    getting a much more diversified business
  • 00:30:40
    here with Cheesecake. Much more
  • 00:30:42
    diversified. And I've got I don't have
  • 00:30:44
    to worry about massive losses like some
  • 00:30:46
    of these companies have. I got a cash
  • 00:30:47
    cow of a business to fund the expansion
  • 00:30:50
    of all these other brands which is
  • 00:30:52
    that's just a thing of beauty. But that
  • 00:30:54
    might not be the best part. Look at
  • 00:30:56
    this. This might be the best part. The
  • 00:30:58
    company is still cheap. The 4p on on
  • 00:31:01
    cake is 15. Come on, man.
  • 00:31:03
    Like, think about how much growth this
  • 00:31:06
    company's going to experience over this
  • 00:31:08
    next, you know, 10
  • 00:31:10
    years. We can think about just the next
  • 00:31:12
    5 years. Think about how many new
  • 00:31:14
    locations. They're talking about 25 new
  • 00:31:16
    locations this year across their
  • 00:31:18
    concepts. Don't be surprised if they
  • 00:31:19
    could push that number to 50 to 100 over
  • 00:31:21
    the next few years,
  • 00:31:23
    right? My gosh, what an opportunity.
  • 00:31:26
    What an absolute opportunity. And at a
  • 00:31:27
    15 Ford P, it's just far too cheap. Far
  • 00:31:30
    too cheap. There's no way with this sort
  • 00:31:33
    of growth for the next 5 10 years and
  • 00:31:35
    how many restaurants they should be able
  • 00:31:36
    to be at, they should be trading at at a
  • 00:31:38
    valuation of 154 P. Man, that's just
  • 00:31:40
    laughable, right? No. Another beautiful
  • 00:31:42
    thing in regards to Cheesecake is they
  • 00:31:44
    pay sweet sweet dividends. So, this is a
  • 00:31:46
    public account. Just received these
  • 00:31:47
    dividends a few days ago.
  • 00:31:49
    $861. And remember, I own Cheesecake
  • 00:31:51
    Factory and basically like I think about
  • 00:31:54
    almost every single portfolio of mine.
  • 00:31:56
    And so, you know, across all my
  • 00:31:57
    portfolios, I own Cheesecake Dividends
  • 00:31:59
    just pouring in, pouring in, pouring in,
  • 00:32:01
    pouring in. And then you can take that
  • 00:32:02
    dividend money and go buy more stocks
  • 00:32:04
    with it, right? Which is absolutely
  • 00:32:05
    beautiful. You can buy more cheesecake
  • 00:32:07
    if you want, which makes even more
  • 00:32:08
    dividends, or you can buy other stocks.
  • 00:32:10
    It's beautiful. So that's Cheesecake
  • 00:32:12
    Factory. That was stock number two of
  • 00:32:14
    these or yeah, no, excuse me. Stock
  • 00:32:16
    number three of these four stocks. And
  • 00:32:18
    uh time for stock number four of these
  • 00:32:19
    four stocks. And that is Nike. Ticker
  • 00:32:24
    symbol NK on this one. $61 stock. You
  • 00:32:27
    know, Nike is a fascinating one because
  • 00:32:29
    you look at this one, stock price down
  • 00:32:31
    37% over the past 5 years. I'm buying
  • 00:32:33
    shares left and right for the past few
  • 00:32:35
    months of this one. And uh I think Nike
  • 00:32:37
    is a really good case study of when a
  • 00:32:39
    high valuation meets dumb decisions by a
  • 00:32:42
    CEO. Right? So to explain the story a
  • 00:32:45
    little bit, basically there was um a
  • 00:32:49
    gentleman who got brought in to be the
  • 00:32:50
    CEO of Nike many years ago, right? And
  • 00:32:53
    this man came from the consulting world.
  • 00:32:55
    He didn't really have much to do with
  • 00:32:56
    Nike ever, pretty much at all. He was
  • 00:32:59
    from the consulting world more like, and
  • 00:33:00
    helped another company run uh that was
  • 00:33:02
    basically just a kind of a software kind
  • 00:33:04
    of related company I was going to grow.
  • 00:33:06
    no matter what. And um and Nike brought
  • 00:33:08
    him in, made a really bad decision
  • 00:33:09
    bringing him in, he made a lot of dumb
  • 00:33:11
    moves like getting away from retailers
  • 00:33:14
    and just like bad decision after bad
  • 00:33:16
    decision after bad decision, right? And
  • 00:33:18
    also at that particular time, if we look
  • 00:33:20
    back at this company four or five years
  • 00:33:22
    ago, it traded very high valuation
  • 00:33:24
    multiples. And so when you got a a CEO
  • 00:33:26
    that makes a bunch of dumb moves and you
  • 00:33:28
    got a super high valuation on the
  • 00:33:30
    company, it's going to set your stock up
  • 00:33:32
    for a massive crash. And that's exactly
  • 00:33:34
    what we've seen play out the past few
  • 00:33:36
    years is a massive crash in regards to
  • 00:33:38
    stock. But Elliot Hill has come in and
  • 00:33:40
    thank goodness the man is coming in and
  • 00:33:43
    fixing the day. First off, he's getting
  • 00:33:45
    Nike back to the roots of this company.
  • 00:33:47
    He's right sizing the workforce. So
  • 00:33:49
    which means just a fancy way of saying
  • 00:33:51
    he's had to fire a lot of people. A lot
  • 00:33:53
    of people, right? And that's going to
  • 00:33:55
    help margins immensely over the next few
  • 00:33:57
    years. That's going to help the company
  • 00:33:59
    run honestly much more efficiently. You
  • 00:34:01
    know, you sometimes these companies add
  • 00:34:03
    so many employees, they get way bloated.
  • 00:34:05
    They become bureaucratic. They move
  • 00:34:07
    slow. It's like look at Meta. Meta is
  • 00:34:10
    way better run now after they let fired
  • 00:34:12
    all those employees back in, you know,
  • 00:34:14
    22 23, right? They fired so many
  • 00:34:16
    employees. They're way better run. They
  • 00:34:18
    move way faster. They innovate way
  • 00:34:20
    faster now than back then. And I think
  • 00:34:22
    the same exact thing I'm seeing starting
  • 00:34:23
    to play out in regards to Nike. So, he's
  • 00:34:25
    right sides the workforce. He's focusing
  • 00:34:27
    the company on innovation and the brand,
  • 00:34:29
    right? Which is what makes Nike magical.
  • 00:34:32
    And he's also fixed the re retailer
  • 00:34:34
    relationships. So you look back to the
  • 00:34:37
    consulting day guy that came in. You
  • 00:34:39
    know those consulting guys, all they do
  • 00:34:40
    is know how to run numbers, right? So
  • 00:34:42
    this consulting guy comes in, runs a
  • 00:34:44
    company, he's like, "Oh, you know what?
  • 00:34:46
    We can make even more money, even more
  • 00:34:47
    margin if we just make everybody like,
  • 00:34:49
    you know, go to nike.com to buy their
  • 00:34:51
    stuff or use a Nike app." Well, guess
  • 00:34:53
    what? Not everybody's going to go use
  • 00:34:55
    the Nike app. I use it. I buy stuff on
  • 00:34:58
    the Nike app, but I'm one person. That's
  • 00:35:00
    not how a lot of people like to shop. A
  • 00:35:02
    massive amount of people still like to
  • 00:35:03
    go to a mall to shop. Mall. If they
  • 00:35:06
    didn't, all these malls would be are out
  • 00:35:08
    of business already. Malls are still
  • 00:35:10
    very popular. There's several here in
  • 00:35:12
    Vegas. Some are on the strip. Some are
  • 00:35:14
    off the strip in the suburbs. They're
  • 00:35:15
    very busy. People still like to go to
  • 00:35:17
    Foot Locker. People still like to go to
  • 00:35:21
    Dick Sporting Goods. People still like
  • 00:35:23
    to go to I don't know what is it academy
  • 00:35:25
    sportsear or whatever it is right champs
  • 00:35:28
    people still like to go to physical
  • 00:35:29
    stores to buy products and people like
  • 00:35:32
    to go to different websites to buy
  • 00:35:33
    products if you think everybody's just
  • 00:35:36
    you know going to specifically go to
  • 00:35:38
    Nike's website now no some people will
  • 00:35:41
    do that but not everybody and so this
  • 00:35:44
    consulting guy comes in runs numbers and
  • 00:35:46
    it's like we could make even more margin
  • 00:35:48
    if we just force everybody that's not
  • 00:35:50
    the way it works and so what happened
  • 00:35:51
    was other retailers started to platform
  • 00:35:53
    other brands. Hoka on blah blah blah all
  • 00:35:55
    the other brands cuz they're like well
  • 00:35:56
    Nike is not giving us the product
  • 00:35:58
    assortment we need so we're going to
  • 00:36:00
    start and then you start hurting your
  • 00:36:02
    brand because now these retailers going
  • 00:36:04
    to put other brands on right so now you
  • 00:36:06
    just hurt your positioning so Elliot
  • 00:36:08
    Hill is basically reversing all the very
  • 00:36:11
    very not intelligent decisions the
  • 00:36:14
    consulting man made which he made a lot
  • 00:36:16
    of very very bad decisions right and you
  • 00:36:19
    see something like what Elliott Hill
  • 00:36:21
    just did here right Nike to sell
  • 00:36:23
    products on Amazon following a fiveyear
  • 00:36:26
    absence.
  • 00:36:28
    Yeah, Nike hadn't been on Amazon for 5
  • 00:36:31
    years in terms of having their own store
  • 00:36:32
    on there, right? Dude, you got to be on
  • 00:36:35
    Amazon. Come on, man. It seems like
  • 00:36:36
    everybody shops on Amazon. Like, in this
  • 00:36:39
    day and age, you got to be on Amazon.
  • 00:36:41
    And so, Nike is now going to be on
  • 00:36:42
    Amazon. And I'm sure that's going to
  • 00:36:44
    help their revenue growth immensely next
  • 00:36:46
    year in 2026, right? And I'm sure it
  • 00:36:49
    will help their profits as well. And so
  • 00:36:51
    Nike is not taking the standoffish
  • 00:36:53
    approach of like we're not going to give
  • 00:36:55
    Foot Lockers much inventory and and all
  • 00:36:58
    the sporting goods stores and and
  • 00:36:59
    Amazon. No, no, no. They're taking the
  • 00:37:01
    the approach of like we're going to make
  • 00:37:03
    sure we give these retailers great
  • 00:37:06
    products so they can make a lot of
  • 00:37:07
    money. And at the end of the day, here's
  • 00:37:09
    the deal. When when Foot Locker makes a
  • 00:37:12
    bunch of money, Nike makes a bunch of
  • 00:37:13
    money. If Amazon's selling a bunch of
  • 00:37:15
    shoes, a bunch of Nike shoes, guess
  • 00:37:17
    what? Nike is going to make a bunch of
  • 00:37:19
    money off
  • 00:37:19
    that. Bottom line. Bottom line. Okay.
  • 00:37:23
    Now, here's kind of the timeline of
  • 00:37:26
    where I'm at in regards to Nike and how
  • 00:37:27
    I see this game playing out. The end of
  • 00:37:29
    2025, the company's going to get back to
  • 00:37:31
    revenue growth. I think you'll actually
  • 00:37:32
    start to see some revenue like uptick.
  • 00:37:35
    The very end of this year, okay, I'm
  • 00:37:37
    talking about calendar year in regards
  • 00:37:38
    to all this because Nike's fiscal year
  • 00:37:40
    is like a weird thing. I'm talking about
  • 00:37:41
    calendar year. Okay, 2026 I think we're
  • 00:37:45
    going to start to see major margin
  • 00:37:47
    earnings per share growth in calendar
  • 00:37:49
    year 2026 for Nike. Like major, not
  • 00:37:53
    going to be small, monumental. Okay.
  • 00:37:57
    Also in 2026 calendar year, I believe
  • 00:37:59
    we're going to start to see double digit
  • 00:38:01
    revenue growth again based upon all the
  • 00:38:02
    partnerships are getting in good.
  • 00:38:04
    They're going to have easy comps because
  • 00:38:05
    the comps, especially in this front half
  • 00:38:07
    of of 2025, are just going to be cake to
  • 00:38:09
    comp against essentially. And so boom.
  • 00:38:13
    And then how I see this thing kind of
  • 00:38:15
    playing out a little longer term if
  • 00:38:16
    we're talking about calendar year 2027
  • 00:38:18
    through calendar year 2030 is I think
  • 00:38:20
    that Nike will eventually get to kind of
  • 00:38:22
    just like a 5 to 9% revenue growth per
  • 00:38:24
    year with double digit earnings per
  • 00:38:27
    share growth per year essentially which
  • 00:38:29
    is beautiful man. Beautiful. And that
  • 00:38:32
    will get Nike stock eventually back to
  • 00:38:34
    $100 and then we could be talking 150
  • 00:38:37
    and then hopefully blowing to alltime
  • 00:38:38
    highs of like 200 plus. So, it'll be a
  • 00:38:42
    multi-year, you know, time period. But
  • 00:38:44
    keep in mind, a lot of the gains in
  • 00:38:46
    regards to Nike could easily come in the
  • 00:38:49
    in the next like we can call it 6 to 18
  • 00:38:51
    months. And the reason being is if you
  • 00:38:54
    think you're going to be able to wait on
  • 00:38:55
    a Nike until everything's perfect and
  • 00:38:57
    the sun's shining and everything's great
  • 00:38:59
    and everybody's optimistic, dude, by
  • 00:39:01
    that time Nike could easily be $120,
  • 00:39:03
    $150 a share, $175 a share by the time
  • 00:39:06
    everything looks perfect again. Because
  • 00:39:08
    what's going to happen with Nike is as
  • 00:39:10
    the story gets better and better and
  • 00:39:11
    better, right? More and more investors
  • 00:39:14
    are going to buy in, buy in, buy in, and
  • 00:39:16
    then more and more people are going to
  • 00:39:17
    want to hold their shares and hold their
  • 00:39:19
    shares and hold their shares. And so you
  • 00:39:20
    get more and more buying pressure, not
  • 00:39:22
    much selling pressure, which makes the
  • 00:39:23
    stock go up and up and up. So that's why
  • 00:39:26
    I've been positioning in this one so
  • 00:39:27
    aggressively because I am of the belief
  • 00:39:30
    that what I have here is going to play
  • 00:39:32
    out. And as the story plays out, the
  • 00:39:34
    stock is going to increase rapidly. And
  • 00:39:36
    by the time everything looks great
  • 00:39:37
    again, right, in 2027, 2028, 2029, dude,
  • 00:39:42
    the stock's already going to made its
  • 00:39:43
    massive run. And by that time, you know,
  • 00:39:45
    we'll probably be talking about there'll
  • 00:39:47
    be smaller gains left in the stock.
  • 00:39:49
    That's my belief on what will happen
  • 00:39:50
    here. Okay, appreciate you guys for
  • 00:39:52
    joining me today. I hope you enjoyed
  • 00:39:53
    today's video. Once again, if you're
  • 00:39:54
    looking to apply to join Private Stock
  • 00:39:55
    Group, private wealth group, that will
  • 00:39:56
    be the pinned comment down there. You
  • 00:39:59
    can click on that, fill out a form. We
  • 00:40:00
    see if we get you access to that at some
  • 00:40:02
    point here in June of this year. And um
  • 00:40:05
    yeah, let's get you up to a much higher
  • 00:40:06
    level than where you're at. And then
  • 00:40:07
    we'll send your uh steel membership
  • 00:40:09
    cards in the mail. Thousandx one. Woo
  • 00:40:12
    baby. And uh private stock group one as
  • 00:40:15
    well. They're beautiful. Put those in
  • 00:40:17
    your wallet. Bust them out on a date.
  • 00:40:19
    Woo! Woo! You'll be looking good. Much
  • 00:40:21
    love and have a great
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