You will never get a chance like this again‼️

Four million dollars four million plus dollars public count here today of $163,000 congratulations to everybody who was out there making some money here today I would love to know in the comment section how much money you were up today. Let me know in that comment section down there I'm very interested to hear from you guys But yeah, I just posted this on my x-page a few moments ago here if you want to follow me on x It's always linked in the description area down there But obviously an unreal day and to be quite honest, all of those games were AMD AMD in the public count today was up $168,000 so if it wasn't for AMD the public count technically would have been down today Which is just mind-blowing to think about and look at this AMD is now over a 1 million dollar position in the public count up $791,000 on that stock AMD is now the fourth Best current position in the public count in terms of percentage. It has gone up. It is now 277 percent for us, which is only getting beat out by meta which is at 524 percent elf which is up 743 percent and in Palantir which is up one thousand seven hundred and twenty three percent so Unbelievable this move AMD is on you think my flex is big. It's nothing Okay, we got a member in the private group who posted a screenshot today He was up over 1.6 million Dollars on AMD stock here today. Absolutely just ridiculous number I'm just like oh my gosh, like I was up a lot on AMD if you had up all my shares in my portfolios It was a huge number, but I can tell you it wasn't 1.6 million dollars. That's another level there. Oh my gosh Okay, so my morning was like this. I woke up. I did my abs. I'm trying to get a six-pack We're seeing if that can happen. Okay, I record the private group of video on a very high level subject here today I graded Shopify's income statement I went to the spa because you know on a big day like today you got to celebrate a little bit So I wouldn't got a massage hung by the spa. That's one of the advantages of living in Vegas You got all these beautiful resorts with these beautiful spas So, you know, we got to celebrate on a day like today, right already folks three core subjects We're gonna get into this one here day. Okay. First one is AMD. Where's their stock headed next? Okay I've given you the whole rundown of where the stocks been headed this whole moment. What about now? We're in no-man's land We're you know, it's been crazy where we head from here. I'll share that in this video Okay, and I'm also gonna give you my updated AMD Stock price projections net income projections all that good stuff. We'll get into all that in this video here day number two I'm gonna share a large cap stock. That's a big opportunity that I see right now Third subject we'll get into today is a small cap stock We're talking about it's only about a 1.4 billion dollar market cap on this one Very small company that has a huge opportunity in front of themselves, and I want to share that in this video here day Okay I hope you guys appreciate me trying to keep you up to date with Everything going on which is a whole lot especially during our and seeing one thing one thing only in it from you Smash that like button hit that little thumbs up icon to everybody that already did that. Thank you so much Additionally, make sure you're subscribed here the channel if you're not already subscribed that way you can see more of my videos in the future The private group is poppin. It is celebration times in the private group in just today. We have already received over 40 Applications usually receive 10 to 20 applications each day already We're at 40 plus will probably be a 70 to 90 applications for the private group today That will be the pinned comment down there We'll try to get to you as soon as we can get to you But might be a little bit of time that's access to all my course Curriculums take your game up to a much higher level than where you're at access to my private discord chat man was at poppin today It was a it was a champagne bottles. Let's just call today, right? That's to join thousand next docks calm get access to the whole thing exclusive weekly videos I just record my private group a video this morning on a very high level level subject teaching you about something very important So once again, that will be the pin comment down there and we'll send you your steel membership cards to your house Once you join us in there, okay, but like I said demands insane right now So we'll try to get to you as soon as possible, but just understand it could be days from now Already so before I get into these story three core subject I actually want to share a text a friend sent me today and I thought this was a very important subject to speak about So what did my friend text me? Well, my friend text me this today. Okay, he said This is starting to feel like 2021, right? Now 2021 time period was a time period when it's like it seemed like you could put money in anything and you can make money Right. Everything was booming AMD right booming memory stocks booming, right? We're making a lot of money We know that right and so that's what my friend sent today. And so I thought about and I said Does this remind me anything of what 2021 was because I remember 2021 a horrible time by the way Because it was a time period when Everybody lost any clue about reality in regards to money in the financial markets You had the stimulus flushed out there, right and it seemed like every single asset doesn't matter what it was NFTs blah blah blah, right? It was just like it's all going to the moon, right? So I said is this anything like 2021 so I had a I say, you know doubt the Dow 30 stocks How far are they from all-time highs now? Some of these stocks are close right within 1.5 percent 2% but Amazon's 3% American Express about 4% JPMorgan's 4% travelers 4.5% Apple's still 5% from all-time highs Walmart's 5.5% Sherwin-Williams 6.2% from all-time highs NVIDIA is about 8% from all-time highs Microsoft 8% from all-time highs V Home Depot's 11% from all-time highs visas 12% down Procter & Gamble's 13% down. Coca-Cola's 14% down United Health's 15.6% down 3m's 18% down Honeywell's 19% IBM's 21% Merck's 23% from all-time highs McDonald's This is shocking 24% from all-time highs. That seems like a crazy number Johnson & Johnson 25% from all-time highs Salesforce 30 plus percent Chevron 32% Verizon 35% Cisco 38% Disney 46% Boeing 48% from all-time highs Nike 75% and Howard Walgreens is still in it is beyond me But that's 87% down. I mean That doesn't feel like very 2021 as 2021 was like everything would hit new all-time highs every day I mean just from the Dow's perspective. Not really, right? I also text my friend this I said Bitcoin is down 35% plus from all-time highs Ethereum's down 50% plus from all-time highs. It's hard to say. We're in a 2021 You fork market with Bitcoin aetherium have crashed like let's just call it what it is They're still in a crash like when you're 35% plus from your all-time highs Like you've crashed when you're aetherium, you're down 50% plus from your all-time highs. You're in a crash Hey, you still haven't recovered so When you talk about 2021 we're talking about everybody and their grandma wanted to be in Bitcoin aetherium Right, like those were the play and every other crypto and altcoin you could possibly find out there And it was even started getting more speculative than that People were trying to figure out how to leverage money in these sorts of markets, right? That was a whole situation Gold and silver. What about these? Well? Gold's down 16% plus from all-time highs silvers down 36 and a half percent from all-time highs. What about real estate? 2021 real estate was booming man Booming real estate was booming and prices were starting to skyrocket, right? So it seemed like what a time like everybody's moving, you know prices are skyrocketing the real estate markets Best it had been in a long time, right? Dude real estate dead dead Dead like absolutely dead, right? Money market funds keep in mind in 2021 money money market funds was roughly flattish, right? There was like not really any movement up money market funds been skyrocketing. So sidelines money is out there, right? So to me, this is so far from 2021 vibes. It's not even funny 2021 vibes was What's the next crazy speculative? You know micro cap stock Altcoin nft I can get in to make 2x tomorrow, right? We're not in that sort of market at all We have certain stocks that are in euphoria right now because their Business is absolutely booming amd could be one of those right? Micron mu is one of those sandisk is one of those the memory chip related companies. We're right western digital some of those others but overall Even look at a stock like meta meta's down. Probably what 20% from all-time highs 15 20% somewhere in there roughly like It's just not that sort of time it's not even remotely close to 2021 like 2021 people are trying to figure out how to leverage even more money into the market like Right now you're in one of those times where people are scared Again, like they're always scared right? They got money on the sideline They're chilling They're like waiting for the next dip and it's like dude We just had a 13 dip in the nasdaq from all-time highs just like a month ago You want another one you want another one and another one? How many dips do you want? You didn't buy the last one so you think there's going to be the next one like come on, you know So that's the sort of market we're in where people just think You know, uh, it's gone these certain stocks have gone up a lot. So it means the market has to crash now Like just look out there. This is not like 2021. 2021 was very very different and I hope we don't see another 2021 again because that was just Ridiculous. Okay ridiculous and this is not that sort of market at all factually, right? Okay, let's get into amd then we're getting a great large cap opportunity a small cap opportunity out there, okay amd so listen stock closed today for 21 Unbelievable move once again. Congratulations everybody in amd stock So I told you guys once the stock Ran past 290 right because that was an average analyst price target as of a few weeks ago. I said once it runs through 290 we're running deep into the 300s fast That's exactly what happened as soon as we went past 290 Like we went deep into the 300s literally within like a few days, right? and then I told you guys 380s the highest price target out there as a couple weeks ago and I said once we Get past 380 you go deep into the 400s quick exactly what we've seen play out here, right? We went past 380 and then shoom straight deep into the 400s just like that, right? so What about now? Well What did I tell you guys what's going to happen next? I told you After earnings you're going to get what I said all these analysts Are going to raise price targets like crazy as soon as you know Earnings come out and they're going to up price targets up price targets up price targets I said all these guys are way off sides And they're going to have to chase all these wall street firms are going to have to chase And it's going to be a party and I said when they up their price targets A lot of them aren't going to up them enough, right? So what happened here today the day after earnings well exactly what I said was going to happen Advanced micro devices raised to buy from neutral. So goldman sachs one of them Arguably the biggest name on wall street, right? They now say buy amd stock they were at neutral before so neutral just think of it as like We're not really saying buy it. We're not saying sell it just you know Maybe hold it if you got it, but we're not saying we're not really feeling anything now. I'm saying buy it So the chase is on goldman sachs just raised their price target to $450 for amd stock we have this one Amd is maintained at equal weight by morgan stanley. They just raised their price target to 410 These are 12 month price targets when these you know, you know Those firms bring out this and these wall streeters bring out this right? So morgan stanley saying 410 Dude, you're already behind the stock closed today at 421. So you're saying the stock's gonna be 410 12 months from now You already look way off sides Way off sides in regards to this stiefel advanced micro devices maintained at buy by stiefel so they raise their price target to 450 from 320 right and um, I mean this is this is interesting because they have a buy on it, but If amd just goes up For the next day or two in trading like you could already be at 450. Uh-oh That's a problem. You're gonna buy in the stock and you could already be creeping past the the price target Then that makes you look not even bullish, right? Advanced micro devices raised to buy from neutral by seaport global. So they just raised to 430 Shaking in your boots. You better be shaking in your boots. You raise your price target to 430 the stock closed today 421 It's a 12 month price target Dude, this stock goes up tomorrow. You're already behind You better be shaking in your boots and you got a buy on the stock. That doesn't make any sense You can't have a buy on the stock and the price target's lower. No, no No, this is where you start looking foolish, right? advanced micro devices maintained at a buy by da davidson 425 price target they took it from to 425 from 375 dude Amd goes up like what one percent tomorrow one percent less than one percent You're already going to be past your price target and you're supposed to have a you want to buy on the stock Don't look like it advanced micro devices and maintain at outperformed by web bush. They raise their price target to 450 from 400 Oh boy Advanced micro devices maintained at outperformed by mizuho mizuho just went 415 Hey you guys so they're calling for amd to outperform the market The next 12 months and yet they got a 415 price target when the stock closed 421 today crazy I'll explain what this all means in just a moment here advanced micro devices maintained at a buy by rosenblatt They took their price target to 490 From 300 that's a crazy raise 190 but you know, at least this one's got a little wiggle room here Right. There we go. Like, you know, okay 490. They're putting it out there Oh boy, look at this one advanced micro devices maintained at overweight, right? Buy key bank. They believe the stock's going to do better than the market. They raise their price target from 330 to 530 We are now in the fives and think about it just two weeks ago The highest analyst price target on the stock was 380 and now we're talking about price targets on on amd in the 500s And that just literally that's a two-week change think about that for a moment, right? Advanced micro devices maintained at a buy by benchmark. So they raise their price target to 485 from 325, right? So, you know, it's a nice raise but you still gotta be scared even at 485 and this could pass you up quick, right? Wells fargo big dog. They took it to 505 their price target from 345 the chase look at this man. Look at this. I told you this was gonna happen these wall streeters left and right Barclays would barclays do here date advanced micro devices maintained at overweight by barclays. They put a $500 price target on the stock from 300 Okay, advanced micro devices maintained at sector performed by rbc capital Uh advanced micro devices raised to 400 guys. Oh my gosh $400 from 325, right? They better hope this stock doesn't hit the fives Crazy there's less than the stock is trading at today Oh boy Advanced micro devices maintained at overweight by camtor fitzgerald. They took their price target to 500 on this one, right? I mean the crazy thing is imagine amd goes to 500 literally in the next few weeks What do you do? All these guys are in the fours then just look crazy, right? And then even all these guys in the fives that just took them to the fives all of a sudden start being behind Like that's that's wild and you could get there quick you get there in two weeks You know like we'll see but i'm just saying like if the momentum sticks up you can get there in two weeks And for the grand finale of them all my favorite one advanced micro devices raised to outperform from market perform by bernstein advanced micro advanced micro devices price target raised to 525 from 265 by bernstein. Why is this my favorite? Why did I put it last here today? Well Stacey raskin if you rewatch the reaction channel, you know all about stacey raskin, right? Especially if you've been an og subscriber on there He's always has seemed like he's so negative on amd Always seems like he has an agenda against amd even in the conference call yesterday He was I believe the second and last person to ask a question His just tonality and just the way he asked it was just so negative It just seems like he just Hmm doesn't want amd to succeed. That's where he comes across And um, so to see them Bring up that price target to 525 one of the highest on the street. Oh, man, you better believe I was loving that here today. So There it is. Ladies and gentlemen, that is the chase They are chasing and they are chasing and they are chasing and all those fours. You just saw whoo, this stock keeps momentum will be in the fives in a couple of weeks from now and people will be like Are you kidding me? Like then they're gonna have to raise price targets into the fives and sixes And the five people are gonna start getting behind and next thing, you know, they're gonna have to start raising the six and sevens Happens quick happens really quick. What did I tell you guys happens in regards to semiconductor stocks? And then we'll get into my new projections for amd Semiconductor stocks are insane when they move they move When they are on an upward trend, dude, they can climb hundreds of percent in months not years in months Months, you can see these stocks go 200 400 600 800 a thousand percent in months These are the same exact stocks that you can see crash 50 in 60 days Semiconductor stocks are crazy Look at sandisk sandisk is up. What like three thousand percent the past year Look at micron. I think microns up six hundred percent or five hundred percent the past year, right? Look at amd. It seems like amd was 200 just I mean shoot a month ago or so and now amd is like double that So the moves are dramatic in semiconductor. They're a whole different level because the business models when they're hot Or are they hot the margins go insane the profitability goes insane and the revenue just skyrockets for these companies So these are a different breed. These companies are a different breed and you gotta understand. Okay, let's go to my projections for amd I had up all my numbers After what happened yesterday and we'll get into what happened yesterday, but I had to up all my numbers. Okay, so I Up my numbers. Okay, so my bull case for amd Now has 45 percent Revenue growth on average 27 through 2030. Okay, so basically in my bull case now keep in mind my bull case I would put it only at about a 10 probability this comes through right base case. I usually put a you know, 60 percent Maybe even 70 or 80 percent probability like that's going to come through my bull case is a little bit more out there, right? 45 percent revenue growth right 200 they cross over 200 billion dollars of revenue in 2030 They cross 67 almost 68 billion dollars of net income In 2030 for the company, right net income margins still only in the low 30s even in that projections there Right, which is actually low compared to nvidia. Nvidia has been having like 50 net income margins So there's actually even though it's a really bullish case. It's not Like the most crazy bullish you can see out there, right? And when you think about the gpu demand and now the cpu demand for the next several years It's not impossible for them to get to 45 percent revenue growth, right? If they're getting a 45 percent revenue growth the margin lift on that's going to be incredible because the demand So the net income could you know, even eclipse a 60 percent number, right? Now if you're growing top line 45 bottom line 60 percent a 50 to 60 p's in the bag, that's easy peasy That's a lemon squeezy. We have the stock going to about two thousand to two thousand five hundred dollars which would mean even in the 400s today Is still a steel deal now That's not the case i'm banking on that's A more bullish perspective on the stock but keep in mind what i'm showing you is not the most bullish perspective I'll share the most bullish perspective with you in regards to amd In just a moment and get ready to have your flapjacks flipped with you. That's going to be insane Okay, this is what i'm expecting. This is my base case for amd Just a fancy way of saying this is what I expect now given amd's new updated cpu demand What's happening with gpu the 400 series 500 series in the future, right? All those sorts of things, okay These are my numbers revenue growth 40 percent per year on average keep in mind some years are going to be way faster than like 27 could be Way faster than 40 percent growth. I just didn't average a 40 percent. Okay I had them get into a just over 180 billion dollars of revenue come 2030 I had them getting a rate around 60 billion dollars of net income Come 2030 net income margins in the low 30s. Definitely possible Listen, if you go on at those sorts of growth rates a 30 to 40 p is very low actually But I would rather be more conservative when I run my base case then like some You know pie in the sky numbers that i'm let down on now In this scenario the stock goes to between about eleven hundred dollars and we can call about fifteen hundred dollars, okay So amd in the 400s is still a steel deal if this scenario plays out Which I have a lot of conviction based upon lisa sue's projections now I have a lot of faith that this is pretty darn realistic, right and not crazy at all. Like this is actually Very doable now keep in mind. I have the stock price in 2030 being eleven hundred to fifteen hundred dollars. Listen Regarding the stock price the stock price could move to a thousand dollars this year or next year It doesn't have to you know, when I run my projections i'm kind of basing it based upon like What would be normal? Stock prices don't move normal. They price in things years into the future. Look at palantir's a great example palantir You know six months ago nine months ago or whatever was a 200 plus dollar stock, right? It priced in a lot for the future and so like it got ahead of that, right? So amd could run To a thousand dollars or even fifteen hundred dollars in the next year or two, right? And by the time we get to 2030 it could already be down trending and going through some sort of downtrend It could run to two thousand dollars in the next year or two And then by the time you get to 2029 2030, right? Those big numbers that I showed you the stock could already be technically down trending by then because you could be in a situation where You know, maybe at that time earnings are starting to fall or something like that, right? So Keep in mind. We're in a very exciting phase for amd because revenue growth is Accelerating the the rate of growth for amd is accelerating off of each one So like this quarter, they just grew 38 which was higher than last quarter Next quarter is going to be even a higher percentage right and so You know and we could top out at who knows we could top out at a hundred percent revenue growth or 120 Some crazy number, right? I think even a 70 80 percent number is pretty realistic And then once that starts down trending the stock will probably start flatlining or already going down Even though there's still be showing huge growth rates. It'll be decelerating But that's at least one to two years in the future Before we even have to worry about a deceleration of growth rate So in terms of amd's revenue growth like they're going to have revenue growth basically Almost guaranteed for the next four to five years, but in terms of acceleration of revenue growth That's probably a one to two year game and I for my newer investors I hope you understand this what i'm talking about here as far as accelerating growth Just think of it as like going from 10 to 15 to 20 to 30 percent, right? And then deceleration would be going from 30 to 25 to 20 to 15 It doesn't mean you're going negative. It just means your growth rate's becoming less impressive over time, right? And that's how growth stocks really price a lot of times when you're in that upward cycle Where the revenue growth rate is just going up and up and up it's parting off stock just keeps moving up Once you get to that moment where people start figuring out Okay, we're about to flip the other way and that revenue growth is going to start to decelerate from you know Whatever percentage it is 70 to 65 to 60 That's when people start already moving out of the stock Okay, so it's party on right now in regards to amd and you know I have this stock going to a thousand dollar plus stock my base case now, right? But it might do that way sooner like it could be a thousand dollars this year Like would I be shocked if amd was six a thousand dollars six months from now? Not at all. Does that mean i'm gonna go buy call options on it? No, I Got so many amd shares are coming out of my ears Okay, i'm gonna have fun with amd right and if it doesn't that's fine If it doesn't go to a thousand dollars this year, I don't care it's going to a thousand dollars in my opinion Over the long term anyways with the potential of two thousand dollars, right? Now there's a fundamental change going on in amd's business model. Everybody has to understand that came out in a conference call Amd more than doubled its long-term total addressable market that tam estimate The company now expects server cpu market to grow at an annual rate over 35 reaching more than 120 billion By 2030, this is insane because before they were kind of expecting that 18 to 20 range So the cpu opportunity now is way bigger than anyone had anticipated including lisa sue and the team, right? The really exciting thing for me about amd and why I invest in the stock is the gpu opportunity because our gpu business is about To take off like a rocket ship over the next three to four years essentially right now Really the party really starts, uh over the summer and then really just ramps over for the next several years, right? But now the cpu opportunity is looking way bigger than anybody anticipated The cpu to gpu ratio shift and they talked about this on the conference call list in the conference call in thousandnextstocks.com Traditionally the industry used one cpu for every four to eight gpus a one to four or one to eight ratio Ceo, dr Lisa, sue noted that inferencing and agentic ai workloads become more complex the ratio shifting more toward a one-to-one configuration High performance cpus are needed to coordinate tasks and move data between the accelerators Oh my gosh ladies and gentlemen When I talked about palantir years ago, right? It was in stock that was set up for an incredible run and the day they launched aip was a fundamental shift in that business model why Prior to that palantir had a sales cycle that took months And once they launched aip we're talking about a sales cycle that went to hours or days right fundamental change in the business model We've got to look out for these when a business is going through a fundamental change in business model for the better The stock's gonna fly like you've never seen We have two fundamental changes in the business model for amd one is pushing heavy into gpus two Cpu demand now we're talking about a one-to-one ratio where it used to be one to four or one to eight That's two fundamental changes for the business model going on Simultaneously for the next several years amd could go to a thousand or two thousand dollar stock And that's not even the most bullish assumption in regards to amd here. Ladies and gentlemen. Oh my gosh now Amd as of right now is a 687 billion dollar market cap, right? The biggest bulls out there in regards to amd they believe that over the next five years amd is going to become the biggest company in the world Bigger than nvidia over the next five years now You might say how's that even possible? Well amd Is in a sweet spot Amd's gpu business about to take off and they've you know They've done a good job catching up with nvidia on the gpu side So that makes their opportunity big there and they've undercut price in regards to price and they've done more of an open source type model Versus kind of like a walled garden situation Like what like nvidia has which could mean for a lot bigger opportunity for amd long term think about android How many android phones are sold each year versus ios, right? Apple's still very successful. That doesn't mean nvidia can't be successful right with your walled garden approach It's just if you want to talk about total numbers like, you know Being open is can be very very helpful, right? But then also nvidia is almost basically irrelevant when it comes to cpu like cpu business is basically irrelevant for them, right? intel is like a big player in cpu market, right but amd is Positioned perfectly because they got the cpu side and the gpu side. They're the most well positioned company in the world in the world To benefit for the next several years from cpu and gpu demand guys This is incredible This is absolutely incredible. I feel so thankful to be part of this stock, right? You can have nothing but gratitude And the biggest bulls believe that this is going to be a five trillion dollar plus company It's going to take out nvidia right to become the biggest of the big It's possible It is possible ladies and gentlemen. Okay. Now you might say okay if amd does that where's the stock price go look at this Three Thousand plus dollars a share if this goes to where nvidia is at now three Thousand plus dollars a share so that makes my bold case of what two thousand to two thousand five hundred dollars look like Oh, it's not that bullish. We could be talking about stock five years from now. It's three thousand dollars, right? But keep in mind that's the most bullish assumption you can possibly get out there But you may say is that possible is it possible? Well think about nvidia for instance, right nvidia mid 2014 was a 10 billion dollar market cap And now it's the biggest company in the world five trillion who would have ever thought that right? That's crazy Absolutely crazy. Lisa. Sue you guys remember this video from eight nine years ago The guy on the f1 circuit who interviews people before the race He didn't even know lisa. Sue was had to ask her if she spoke english said do you speak english? We come a long way right and now to think she's one of the most important ceos in the world When she was getting asked if she even spoke english like come a long way right come a long dang way I remember the first time I ever spoke about amd stock on the channel. It was over nine years ago Amd at that time was 13 stock. It just went through a 470 percent run the previous year right And people thought like oh gosh, like that was it like it's a bubble 13 a share, right? um, so Just understand it could be a lot bigger numbers ahead for amd stock a lot bigger numbers So, uh, I feel thankful to be a shareholder of this stock Um, I feel thankful for the team over there at amd I feel thankful for My other stocks that are paying fortunes of money to amd over the next several years like meta and a and in amazon and google They're gonna be buying so many dang Gpus and cpus from amd. It's not even funny and then the open ai's and Anthropics and all these other companies, but um, man What a time You can just enjoy it. You can just enjoy it, right? You know when when will I look to get out of amd? Let me speak about that before we move on here When I start sniffing out revenue growth Deceleration coming i'll start to position out of amd. That doesn't mean i'll sell all my shares, but i'll sell a significant portion That's not for a while we're going to be we're going to be accelerating the revenue growth rate for quite a while I was a minimum a year but potentially two years of revenue growth acceleration before the deceleration phase starts so I mean just it doesn't even make close to financial sense to start to position out yet, but i'll get there We'll get there and then we'll start to position out and start to take profits and redeploy that elsewhere But for right now, it's party on man You know, this is like the phase when palantir went to like 30 to 40 range and you know Coming off of where the stock was the stock was like six dollars seven dollar eight dollar stock in 2022, right? It made that run to 30 and people thought like can't go up anymore. Like that's it, right? Then it ran to 200 plus and so amd's at a phase right now where it's at 400 people like oh my gosh This run has been insane from 100 to 400 You know, I think it's expensive now just wait till it's 1200 Okay, next one up here a large cap stock. That is a big opportunity in the market. Well My fourth best stock in the patreon portfolio patreon portfolio is a portfolio. I started in 2023 And the patreon members absolutely love it. I show them the stocks i'm buying and selling you every week in the patreon That's always linked in the description area but down there by the way If you ever want to join my patreon, but um My fourth best stock in that portfolio when it comes to percentage gainer is a company named shopify It's a 59.48 Gain and shopify is a buy Look at this stock. They just reported their their results their earnings 34% revenue growth think about how weak a lot of businesses are out there other than semiconductor related companies, right? And uh, yeah 34 that's even a faster growth rate than meta meta had a crazy revenue growth rate of 33 Shopify even beat them 34% Now their cost of revenue was up a little too high for this quarter So that's why I didn't give them an a plus it was up to 36 So they had 32 gross profit growth now They kept the rest of their expenses in check very well other than transaction and loan losses That was up 55 for the company lucky enough. That's a very small line item, right? But total operating expense is only up 21% So if your gross profit is up 32% your total operating expense is only up 21% your operating income is gonna fly That's exactly what we saw play out operating income up 88% for the company year over year Net income excluding the impact of equity investments, which is kind of more a one-off type stuff, right? 59% up year over year Great earnings by shopify chopify to your 4p You might think this is a very expensive stock. It's really not to your 4p on the stock 31 That's too low too low for a company growing revenue in the 30s 30s and think about this like We're not even a time period when the consumer scene is like good right now Think about that for a moment, right? So shopify is a great stock It's one of the most it's one of the most if not the most underrated by the way What we're looking at here is thousandnextstocks.com This might be the most underrated large cap tech stock out there that people just don't talk about And it's been a phenomenal gainer for us in the patreon portfolio It really has and I think there's a lot more gains ahead over time for shopify, right when the market goes risk off It's a stock that always sells off hard When the market goes risk on we have a lot of fun. Okay, next one. I'm here. Let's talk about a small cap opportunity That's a big opportunity. This one's a very small company. Okay, so Earlier I showed you the public count right the best positions in the public count in terms of total percentage gain well the eighth best percentage stock in the public count is RVLV company named revolve. We don't talk about too much But this company is special e-commerce company. It sells a lot of apparel Average order usually around 300 ish dollars female consumer base heavy. They've been pushing into other products as well 1.4 billion dollar market cap on this one stocks around twenty dollars a share It's a huge steal deal for this one. Look at the balance sheet on this company 335 million dollars in cash and cash equivalents. Look at their total liabilities is 283 million They have more in cash and cash equivalents than total Total liabilities on this company. That's legendary Now additionally, I mean you hear about all the weakness in the consumer and this and that Net sales of 16 gross profit up 17 for the company year over year very strong numbers Now they spend a lot of marketing. Hopefully they get that back over time So that was a very high line item for the company net income up 21 dilute eps up 25 B grade income statement for revolve. It was just a couple line items that were too high total operating expenses there and marketing expense, right? so Very very good company like way too cheap in my opinion 4p on this one 21, right? 21 Way too cheap we're talking about a company that's growing mid-teens percentage way too dang cheap. Okay Are you ready? Are you ready to join my private group? Are you ready to join us in there? Are you ready to take investing more serious? Are you ready to learn all this stuff? Do you know income statements balance sheets cash flows inside now? Do you know how to run projections on stocks? Do you have the software to run projections on stocks? Do you have the software that's going to be able to explain business models to you pitfalls things? You got to watch out for all that good stuff If you don't apply join a private group that will be pinned comment down there demand is insane right now So we'll try to get to you when we can get to you I appreciate you for joining me here today much love and have a great day