3 Stocks to buy HEAVY NOW‼️

Welcome into the reaction channel folks few things to talk about and react to in this video here today Tom Lee went on CNBC just about honestly, this was about an hour or two ago So I got to record this piece I want to go ahead and react to this one on where Tom Lee believes this markets headed from here and why Looking forward to reacting that one then Dan Niles Google will have the best AI app in the long term That should be an interesting one to react to that's a big statement there Then from there we're gonna get into essentially the stocks I'm going to show you my entire Possible buys watch list for all the stocks We'll talk about like two or three stocks that in my opinion are just like great buys right now That you kind of can't miss at least in my opinion over this next bit of time so we'll get into that after I react to these two videos and They'll pretty much be that by the way. Congratulations to everybody out there That's at all-time highs here today. I believe the public count closed at an all-time high here today some of my other portfolios as well So I appreciate y'all for being here one thing one thing only I need from you guys If you could please just hit the like button on this video if you could just hit that thumbs up button That would mean the world to me. Thank you for everybody. That's already done that I even need to tell you for those of you that aren't on the wave yet That's what I always need you guys to do. Okay, if you want to be subscribed to the channel, we're almost at 110,000 subscribers here on the channel So I appreciate each and every one of you for being here if you want to see the stocks I'm buying and selling each week in my patreon that will be linked in I'll have that as a pinned comment down there the second pin comment down there if you want to join my patreon to see the Stocks I'm buying and selling each week and all that good stuff And other than that for the first pin comment down there I'll have the application if you're looking to apply to join a private stock group apply to use thousand X stocks calm the premium software I use on a daily basis all that good stuff. That will be the first pinned comment Down there. Okay, and that's my entire library premium courses access in private discord chat as well. Okay already So let's go ahead. Let's react to Tom Lee and then we shall go from there. Um, what do you make? I mean, does the Fed? How much does the Fed really matter to the equity markets right now? the Fed still matters a lot because they are the most powerful institution in the world and it matters because monetary policy Relatively tight has kept the ISM below 50 for 31 months and so corporate America has operated with a bit of caution keeping the car in low gear because They didn't know where inflation was gonna be and they didn't know where monetary policy was So I think when the Fed begins to ease it's not just a move in interest rates But it's it's a green light for corporations to get more confident And as you know the eyes and moving above 50 does not only revive economic activity It probably also rejuvenates the labor market, which has been Sluggish for what looks like more than 12 months So does that mean if the Fed stays dovish or keeps cutting that there's other newer legs to this? pretty remarkable stock rally Yes, and I might even say that I think it that we could have growth recover Without inflationary pressures, I think reflexively people the last few years think Grow on before he goes further here. Let's read through what what is note here Fed made a proper pivot to focus rightly on addressing The employment risk the tariff related cost increases are less likely to fuel inflation if labor market remains soft So the Fed can resume cutting bond market sees more cuts than Fed had previously They'd had previously which means the Fed was behind okay king up means there's automatic inflation that has not been the case for 25 years But I think if companies begin to expand Plus the fact that we know AI is driving productivity gains And that's really a big tailwind for businesses And then we know that there's initiatives around Wall Street in boosting productivity because they're gonna build on the blockchain I think there's a path for growth to be stronger next year without a pickup in inflation That's gonna be very good for profits and for equities Yeah, and listen. We've talked about many times Tom, and I know you've talked about Scott and others as well You've been long you've been strong you've been Correct, but is there at some point? Does this market take a breather? It's getting us I as a 401k holder I like it, but as a TV analyst who's been doing this for almost 30 years Starting to worry about it a little bit Yes, I mean a pullback is gonna be inevitable But from a timing perspective Sentiment still remains staunchly negative. So, you know, I think that the gold standard is the a I Net bulls less bears that's been six consecutive weeks where it's negative That's never really marked a market top. I mean that has to flip positive and sustain for several weeks So I think if we're gonna say between now and your end could the market pull back I'd say it's possible But to me, it's probably from higher levels. I think there was a lot of skepticism about even Yesterday's FOMC. I had a lot of clients tell us They thought the stock market would sell off because 25 was priced in But because almost everyone told me that that was the consensus view I think people were cautious into yesterday and that's why we're seeing the groups that should rally Rally big like the small caps and the cryptos and the financials and even the mag 7 we might okay before we go further here In regards to Tom Lee's comments there on The market, you know having a pullback Eventually here, but maybe from a higher level that could very much well happen right Dan Niles We're gonna react to a Dan Niles clip and here's this moment. I think I reacted Dan Niles clip What was it last week? I believe in Dan Niles was basically talking about a rally All the way to Thanksgiving and then we'll see what happens after that essentially, right? And so now the important thing Tom Lee brought up there was AI investor sentiment But I think you may miss the biggest part of this whole story okay, the biggest part of this whole story in regards to AI investor sentiment my opinion is That sentiment survey has been in the dumpers Since February since February has been overwhelmingly bearish for the longest time for almost this entire year Almost this entire year and I've been waiting for the flip and wait for the flip in one of the reasons that it's really hard for me to Want to hedge against this market right and I've done a few hedges here and there I did some hedges at the beginning of the Year, which obviously turned out great I did the duolingo hedge against little dingo, you know a while back made a bunch of money on that I think I made like $19,000 and like a week or two on that one, right? I think it was like a week and so there's little little hedging but I haven't really hedged that much right now I haven't come in with those 50,000 or $100,000 hedges and one of the reasons is the AI investor sentiment has just been in such a bad place I want to see people get really bowled up. I want to see that AI investor sentiment go way positive I want to I want to everybody to say the stocks are going on the moon, you know, it's just gonna be up up I want everybody to go Tom Lee ish, right and when I say everybody I'm not talking about retail. I'm talking about big money I'm talking about Wall Street is hedge fund managers all these Wall Streeters are going to CNBC and Bloomberg I want to hear them all Go Tom go Tom Lee. I want to hear them all talk about why the markets gonna boom in 26 Why it's gonna be an amazing year why we're gonna have double digits gains again They can all do that. Then we can say it's time to come in with the big dog hedges Let's go, but I need that to happen first. I need that to play out first And so that's why you haven't seen me be that incentivized come through with the big hedges like I got cash around That's a hedge but to come through and hedge against 50,000 or $100,000 worth of stocks or a quarter mill or something like that like I just can't do it at the moment because People still aren't bullish enough. It's frozen yet a record high for the Russell 2000 about I don't know 75 80 minutes left to go We'll see what happens Tom Lee. We're gonna let you go, but always appreciate you coming on Tom. Thank you Thank you. All right, you're welcome. Let's get out of Kate Rodgers So as far as those comments there by Tom Lee, you know That was about what I would have expected from Tom Lee, right He sounds bullish. He sounds like yeah, we're gonna eventually have a pullback, but it's gonna be from higher levels than this so might be end up being fair right and Here's the thing if this is a 2018 we'll see the market start to deteriorate in October if this is a 2018 and then get really ugly in November in December If this is not a 2018 and let's say this is more of a 2021 type year, right? Then we can say this market rallies all the way until basically Thanksgiving which is Exactly where Dan Niles has said though the markets had it He said this baby's going higher all the way until Thanksgiving and then maybe some reality hits so let's go ahead and hear from Dan Niles in regards to Google big tech and His views on the stock market alphabet actually because the stocks up also about four point four percent I don't know if you know any particular reason for that move this morning But overall sort of curious to get your take on Google McDougal you got me flip my flapjacks on this stock It is just making us a fortune right now. It's incredible. Congratulations to anybody out there that holds Google stock This stock is an animal right now Absolute animal. So let's go up and pull up Gigging me gig you and this one on a three month is a 42 percent. Oh my gosh. I mean it's just been an animal just an absolute animal of a stock if we back it up until Kind of that May time frames of 61 percent and from let's see where it's from the April low. I Got it close to the April lows because I got on like April 23rd But from that actual April low this baby's up 72 percent. No, let's compare that against let's compare that against like Mr. Softy in like Apple those are usually the two stocks you comp most against it We'll throw up meta as well cuz meta is another natural comp These are kind of the three main comps for Google stock over time meta Apple Microsoft Look at Google McDougal smoked them all 72% gain since those April lows Versus metas at 55% Microsoft's at 43% and Apple's at 34% It has just obliterated them I mean, those are such big gains. It might even be keeping up with Nvidia in Palantir Nvidia in Palantir, which is to be a crazy and obviously those aren't natural comps against Google stock, right? The other three are natural comps. I'm just kind of curious about how it comps against those babies Yeah, I mean it's not that far off, but it is off of Nvidia and AMD Those ones are usually more dramatic movers, right? Nvidia since those lows are up is up 87% and in AMD since those lows is up 92% So yeah as far as AMD by the way real quick side note here in regards to AMD It's still a buy it's still a buy That stock setup so phenomenal for the next several years the big chip cycle We're gonna start to see those numbers in this next quarter They're gonna report and then things are just kind of get really fun from there on It wasn't that long ago that everybody's worried about their monopoly in search particularly being eroded by the likes of chat GPT Yeah, I look at Google for the long term and I go I think they're gonna have the best app In terms of AI because if you think about it, what makes an AI app smart its data Well, they've got the most free data in the world because of YouTube And so if you think about what's the most expensive thing to create its video And so if you look at think products they have like bo3 or nano banana Which is why the stock is up so much today because they hit number one on the US free app store on Apple over on Friday that and they pass chat GPT That's why the stocks up a lot you combine that with the fact that it's trading at a market multiple at 25 times You've got met up at 27 times PE and then you've got the AI names in the 30s and The stock has a long way to go especially given that antitrust remedy was way better than any of us ever imagined They can pay to be the default You know search engine they don't have to go ahead and spin off any of their divisions I mean, they're in great shape when you look out over the next five to ten years, I think Yeah, the important thing to understand about Google is very important Everybody understands this because I understand not everybody was around to see Google search become the dominant search engine like there's probably a lot of people watching this video right now that all you've ever known is Like Google search was like where you went to search something, right? Let me tell you a little story About ask Jeeves. Let me tell you a little story about Yahoo search. Okay, those were the big search engines Those were the first search engines engines I ever used was things like that Ask Jeeves Yahoo search that those sorts of things when I was in school That's what we used to search stuff. And when I say school, I'm really talking about that was like Middle school high school. I didn't really start using Google search until I got to college which was like now we're like 2008 2009 and then I started using Google search and I was like dang Google search was like legit Like this is way better than Yahoo search or anything else I was using previously and then ever since then I've always used Google search right now It's 2025 still using Google search And so the important thing to understand is what you use at first when it comes to one of these new Product categories isn't necessarily the thing that's gonna be dominant five or ten years from now So chat GPT's made a huge name over the past few years But I'm just telling you like Gemini might end up actually be in the winner winner chicken dinner Well over the long term like we don't know like it might not like maybe chat GPT's is gonna dominate It's gonna become a trillion of a billion Dollar company, okay, or maybe just maybe Gemini is actually gonna be what dominates and becomes a super successful thing Right and you gotta keep in mind also Marketing matters, you know chat GPT just doesn't have a good name Like I've always thought about that just from the beginning like what a horrible Thing to market a product and that's fine If it's like college kids and business professionals using a new service at first But when you're talking about you need billions of users the masses, you know You need something that's a more memorable like easy name to remember and I just thought she's such a horrible name, man Where's Gemini's like boom kind of minds you a Google of Gemini? Oh, yeah, you know Oh, I use Gemini like I'm gonna search something on Gemini. I guess just sticks with you. It's easy. So You might not think marketing will matter. It will matter significantly in you know, who's got massive user bases Google does Google can integrate Gemini into Google search. They've already done it They can also integrate it into YouTube over time and there are other products as well, right? And so Gemini just becomes synonymous Obviously they have Gmail they have Android this, you know If they want to blow up Gemini over this next five years and take the dominant market share They can do it as long as their products great, which so far I've experienced good things with Gemini and I'm sure there's gonna get better and better Because that's actually what I've been using personally as Gemini like oh my gosh Like if you don't think they could take this market They could easily take this market over the next five years and we could be talking about Gemini's the dominant player here just like Just like Android dominates mobile, right? iOS was the first one like like no one ever knew about Smartphones before Steve Jobs went up on that stage in 2007 and showed it off and also everybody's like whoa and you know like Apple was dominant for a bit there and Then Google just came away and took it and you know, look at the market share of Android versus iOS today It's not even remotely close So, you know Something to keep in mind and that doesn't mean shy GPT's doomed or like that company can never do well Even if they get beat by Gemini They could still have a huge market like Apple wasn't doomed just because the Android took the massive market share mobile Didn't mean Apple was doomed as a company. So that's just something to keep in mind here of their demise may have been quite exaggerated What is it number one nano banana? That's the one that's number one Yeah, it's it's the number one it pushed Gemini past chat GPT, right so That's really driving this what I think you're gonna hear more talk about in a year or two though Is their video app vo3 now you can only yes about eight seconds of videos today But this is the worst it's ever gonna be and so that's gonna give them a massive edge Especially given they've got all that YouTube content to train on for free where it's for other people like opening They don't have free user-generated content that they can train so yeah now I don't know if you're an investor in the private markets But it does take me to open AI for a moment. Not one of the names we mentioned obviously doesn't trade publicly But do you think at a half a trillion dollars perhaps that that is overvalued given the competition you see being potentially? One or if not, they'll join very significantly by the likes of alphabet Yeah, I think open AI is gonna have a lot of problems when you look out five years from now for two reasons number one The guys are competing with which is Microsoft Google AWS they've got massive cash flow generating businesses in other areas that they can use to fund all of their AI Development with open AI they don't have any they're planning on burning a hundred and fifteen billion dollars in cash Through calendar 29 I don't think they're gonna be able to burn that because I think the private markets are gonna start shutting them down as we get Out a few years from now But the biggest issue is the winners are gonna be the ones that got massive troves of free data They can train on so what who are those companies bike dance has tick-tock so all that data meta has got Instagram and Facebook itself Google's obviously got YouTube and then on the corporate side Everybody has a Oracle database right over 60% of S&P 500 companies So they're in great shape and then Microsoft with office has got a great stronghold as well So those are the dominant companies I think when you look out three to five years from now either because they've got Tons of consumer data, so they're gonna dominate consumer AI or your hammer lock with corporations Okay, what Dan now is just laid out there listen man perfect storm the perfect storm Which by the way, listen is raining in Vegas here today and that like never happens. You may say what's the big deal, man? It never rains in Vegas. My kids were so happy. They were out dancing in the rain. Holy smoke Is this ain't no jokers, but in all seriousness, listen, you want to talk about the perfect storm? Let me take you through the perfect storm Imagine over the next year or two, right? Google starts to really take a lot of market share away from chat GPT and then chat GPT is also facing all these competitors from X from AWS from like a bunch of different sides here Okay So all sudden it starts to look like open AI starts to look much more vulnerable where you know I feel like over the past year or two people kind of just chalked open AI as like Oh the big winner winner chicken dinner and dominate everything AI related right to all sudden Let's say a year or two from now. You have a lot of questions. Let's say simultaneously The markets having a lot of trouble. Let's say, you know, we're going through a correction or a crash in the market What do you now is laid out there about? Investors shutting down open AI for investing big money into yep. He's 100% right that could happen that could very well happen if the if the credit market sees up a little bit and Then you have a lot of questions about market share and opening eyes competitiveness. Oh, yeah. Oh, yeah That aren't in either of those two buckets are gonna have a huge problem. I Mean I just to follow up on that. I you know a lot of the training. I mean a lot You know models have been run ref, you know Inference is obviously one of the key things not to mention products I mean chat GPT has been incredibly successful on the consumer basis Some would argue they've already won to a certain extent and then obviously moving in the enterprise it would many would say it's way Too early to write them off in terms of all the different things They can move into by the way, whether it's social and competing with meta and on from there Dan Well, that's true. But how are you gonna fund it? You gotta go to you have to you gotta raise a lot of money. You gotta raise a lot of money Now the revenue growth is pretty significant. Let's not forget I mean, they're losing a lot of money, but they are and you know triple digit revenue growth right now Absolutely, but we've seen in the past with technology companies the guy who's out first isn't necessarily the guy that wins, right? I think we all remember Netscape. We remember Yahoo And go back to cell phones right Nokia had dominant market share at 40% of the total market true You had Motorola then you had rim BlackBerry the Crackberry. Remember that? Oh, yes my space and social media And so I think I'm a big believer that the markets not going up 20% a year forever, right I live through a 102 at a certain point if you look back over the past three years, including this year You will have had from the big five Companies, you know, which is the three hyperscalers plus man in Oracle. They will have spent eight hundred twenty five billion dollars In capex over the past three years the industry probably about 1.2 trillion It's not too early to say hey am I getting any return on that and if you look at the poster child For that which you could argue was Salesforce with this whole agentic AI The stock was at an all-time record high in 2024 It hit a 52 week low in August because as that MIT study said 95% of the companies that have been investing into AI have seen 0% return It's probably an exaggeration to some degree But at a certain point the markets not going to say much like in 1999 when it said every company that said they had an internet businesses and People are gonna start saying. All right, who are the names that are gonna start to dominate and it's not gonna be 10 names Right. So the question is we're already Process and I think we're getting closer to that as we get into 2026 fair fair thoughts around Denials comments there. So what does that mean for Google stock overall? I would say for Google stock it means you know, there's a You want to understand Google right now is trading at a forward P of probably 24 to 25 as my guess Let's pull up good old giggle me giggle here. Okay, so Yeah trading at a forward P at 24 roughly now keep mind Google comes in and beats their numbers a lot So don't be surprised if that's actually like a 23 or 22 right now for P. Okay Here's the thing with Google you have a lot of room to potentially expand that forward P If you become more confident that they're the a day I future is their AI future If you become more confident in Waymo and that that's gonna be the dominant Robotaxi network because keep in mind if Google if we look out at Google in 2030 Gonna understand this is potentially the most dominant company in the world with video right with YouTube Likely them was still the most dominant company in the world by a large margin when it comes to search with Google search, right? Still gonna be by far and away the most dominant company in the world when it comes to mobile right with obviously Android We know that this is all in 2030 What company is the most dominant when it comes to Robotaxi? I have to say I think it's gonna be Waymo I think Waymo set up the best out of everybody. So I think Waymo still gonna be dominating there, right? There's debates you could debate the other companies and things like that. That's fine. But I think Waymo is gonna win it and So you got the leader in Robotaxi opportunity as well And then you could say if they're dominating AI, oh my gosh Like those are five of the biggest categories you could possibly imagine. There's a decent probability Google could dominate all five You got a company like that dominating all five. We're probably headed to a ten trillion dollar market cap long term We're at least five trillion dollar market cap Let's call it somewhere between five and ten trillion if they really dominate all five categories So you look at a three trillion today and to be honest the stocks not expensive to be honest, the stock is cheap and If they really do win Robotaxi If they really do win the opportunity of AI I mean we're gonna be talking about a company that's easily a five or ten trillion dollar market cap and we could be looking at Right now at three trillion be like dang Google stock was so cheap back then like yeah, it made a big move But we didn't realize how cheap it was at the time And the more you start look at it more you like dang like this is actually realistic man when you start to track all these Things. All right, let's talk about some stocks that are some opportunities out there that I really love right now Well, right. So this is my potential buys watch list here This list is filled up of Whirlpool Hershey's Nike Amazon Starbucks LVMH Target CRM Google McDougal cake Adobe RH Kava snowflake Bath and Body Parks up the planet so if I win where do my eyes go when I say? Man, that stocks just easy money over the next few years My eyes go directly to Amazon my eyes go directly to CRM Salesforce My eyes go directly to Google McDougal my eyes go directly to Adobe And that's really it for like, oh that's easy money in the next three five years Those are the only ones that really my eyes go to Where do my eyes go to that? I'm like dang that might be a banger stock over the next one to two years if Some things kind of go their way my eyes go to Whirlpool My eyes go, you know if housing turns in 26 and then the tariffs get to stay on I think that could help Whirlpool immensely against their competition. Plus you get a housing rebound I'm like dang that one could be a banger in 26 27 But you know, they need some things to go their way Nike's another one that I'm like dang that stock could be a banger in the next year or two with all the cost-cutting measures They've done over the 2024 and 2025 and the turnaround of that business model I think we're gonna see revenues increasing earnings per share increasing margins increasing. It's gonna be a fun stock I think over the next couple years here Starbucks questionable still, you know Starbucks is LVMH a little bit questionable as well Target if they could if they get their same store seals back in the right direction 26 that what that stock could be a banger over the next year or two So that one's a potential cake definitely looking good as far as cake goes I think cake should have a big increase in how many flower trials in North Italia's are open in 26 and 27 And I think that could cause a very nice kind of Actually like hype cycle in regards to cake and some major revenue increases in 26 and 27 for the company and in future years as well So that one sets up very well 26 27 or age could be It's just been disappointing what they did with their balance sheet. So it's a risky stock. It's one of the riskiest here kava If that one keeps dropping then we're really in business there Snowflake definitely has an opportunity their revenue growth has been very impressive recently about them body works Yeah, that one actually looks pretty interesting to me. So that one's valuations just down in the dumpers right now We pull up a bath and body works here Bath and body works. Let's check the 4p on this one 7 7 4 p.m. Bath and body works But the inner in the interesting thing about bath and body works is I do not believe this is gonna be a business in decline I just don't believe it I believe bath and body works is a strong company that their revenues will be going up in future years And there's gonna be going up that a fast clip No, I think bath and body works is a type of company. You should expect to grow their revenues 3% to 10% a year, right if they're having a banger year Maybe they grow their revenues like 10% if you know, they're having a little bit of a slower year Maybe it's like a 3% revenue growth. That's kind of the way I would look at bath and body works But you know if this is really a company that can continually grow three to ten percent Trade enough for ps7. I mean you could say it's actually a pretty good opportunity here So I don't like their balance sheet of bath and body works. That's kind of the one issue I really have with this company is about is their Balance sheet dividend yield of this one three percent plus in a dividend payout ratio. That's pretty low So they could up their dividends significantly over future years do keep in mind their debt load They do have in this company with this company if interest rates are going lower over this next bit of time that could actually set Them up very well over the next few years and then you know We could be talking about a stock in a year or two. That's 50 bucks, right? So You know, I like that than body works here If we run some If we run some projections on bath and body works here, right? Let's run a base case on bath and body works Okay, so let's say on average they grow revenues 5% a year not a crazy number It's decent right and they grow their net income a little faster clip. Let's say about a 7% clip for Net income growth now, you know 5 to 7% I think I'm fair P ratio for stock was growing at that for retail is kind of in the 12. I would say 12 to 17 range Okay, and let's see what type of CAG are we get on this one over the next few years. I Mean, that's that's dang attractive, you know We're talking about a competitive annual growth rate on the low end of around 20% on the high end of 30% when I run a base case and I'm getting that CAG are around 20% That's hard for me not to buy that stock So it is a simple business model. It's not like this is some rocket science business model Like I've never heard of selling soaps and candles and lotions before that, you know So, you know bath and body works might be interesting as a buy, you know But we'll see playing obviously that one's just one that has Insane upside potential but also comes with a lot of risk Sofi's been a banger of a stock Tremendous, but it definitely comes with risk in terms of food. I mean The valuations got a lot richer, but those growth rates are ridiculous It's so fine and when resorts looks pretty compelling as well But that's kind of where my eyes go and kind of the stocks I think like I'm just like Amazon if I just think about stocks that are just easy money the next five years They're gonna be Significantly higher than where they're at now Amazon's one of those Amazon's one of those by way. I just want to save my base case here for bath and body walks And body works I'll come back to that one. I'll work on a bowl case and a bear case for bath and body works So I just want to save that I like to save all my projections now so I can come back to them In the future on thousand xdocs.com, but yeah, I mean, um, you know Google same exact thing Adobe same exact thing and CRM same exact thing like CRM is really attractive here. I think I have my CRM numbers saved here. Let's take a peek Do I have CRM? No, I don't have CRM seals. There are sales force. Let's pull up sales force See my case is here for this one So with sales force my base case has about 13 to 18 percent compound annual growth rate For sales force, but I might be going a little low with my numbers So I honestly think I need to move my bowl case up a little bit the more I've researched sales force I think my bowl case is too low and I think my base case is too low at 10% my bear case I'm gonna keep it there at 6% but honestly, I need to move these numbers up. Let's do it right now I believe on a bowl case scenario for sales force They do about 14% on that top line and I believe they do about 22% on the bottom line here and if they do 14% 22% you can probably push this P ratio to about 29 on the low end here and We'll push it to about 34 on the high end Now 34 is actually still low if they're really growing that bottom line 22% right? But this will give you a little bit of an illustration and then here I had this one moving up to 12% on The base case and then I had them doing 20% on the bottom line here. So And this is this is honestly I think pretty realistic for for sales force to hit these sorts of numbers and we'll do about a 27 to 32 on the P here, which once again if you're growing 20% the bottom line a 27 to 32 PE is not high. It is not high at all For a company that could grow at those sorts of growth rates, right in my bear case I'm gonna keep it there at 6% 10% So, you know, that's where sales force is just very very Attractive, so I'm gonna save that over sales force again But yeah, that one's very attractive and then Adobe do I have my Adobe numbers here? I do have Adobe numbers load my data for Adobe Adobe Adobe There's another one. That's extremely conservative I honestly probably need to move my numbers up a little bit like my bowl case the thing with my bowl case my bowl case For Adobe has him growing at a slower clip than what they're growing at right now. That's for a bowl case You know, like I think I went probably too conservative here with Adobe what you see here with Adobe We're talking about even with this insanely conservative a major deceleration of growth We're talking about 13% low and 19% high-end, right and do keep in mind They should be able to buy back a ton of shares which should help their earnings per share which Arguably makes these compound annual growth rates a little higher than where they're at. So just keep that in mind That's where you know, you really want to go crazy with your projections and you really want to run it out That's where you go to something like advanced projections and you you know run all this different stuff Like, you know, what if they're doing a big share buyback and they decrease their shares by 2% a year 4% a year It's 6% a year or something like that, right and then you get a very different Kind of numbers there and whatnot. But anyways, alright guys that wraps up today's video. I appreciate y'all for joining me Thanks so much for being subscribed to the channel If you want to see more of my videos make sure you're subscribed in the future Additionally if you want to join my patreon see stocks I'm buying selling each week how I run a portfolio all that good stuff pin comment down there If you want to join my private stock group get access thousand next talk calm my prep discord chat all that good stuff That will be the first pin comment down there You click on that fill the form and apply to join us in there much love and have a great day