BIG BUYING Opportunities‼️

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 every week in the Patreon. It's always linked in the description area, but down there, by the way, if you ever wanna join my Patreon. But 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 results, their earnings. 34% revenue growth. Think about how weak a lot of businesses are out there other than semiconductor-related companies, right? And yet 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+. 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's 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. Woo-wee! Net income, excluding the impact of equity investments, which is kind of more a one-off type stuff, right? 59% up year-over-year. Whew! Great earnings by Shopify, Chopify. Two-year 4P, you might think is a very expensive stock. It's really not. Two-year 4P on the stock, 31, that's too low. Too low for a company growing revenue in the 30s? 30s? And think about this. We're not even at a time period when the consumer scene is good right now. Think about that for a moment, right? So Shopify is a great stock. 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 up 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 it 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 market cap on this one. Stock's around $20 a share. It's a huge steal deal for this one. Look at the balance sheet on this company. $335 million 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 up 16%, gross profit up 17% for the company year over year. Very strong numbers. Now, they spend a lot on 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. 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? Hey, it's Jeremy. I hope you really enjoyed that clip here today. What you're looking at in front of you right there, that's 1000xstocks.com. That is my personal advanced software that I use to make my investment decisions when I go to invest in companies. As somebody that's been in the market 15 years, I got sick and tired of using these different services that folks have out there that are designed for traders in the market. People that are looking to get in and out of stocks. That's not what I'm here to do. I'm here to long-term invest. I need to be able to see all the different ratios and metrics that are very important for me as a long-term investor to judge if I'm getting a great deal on a stock or if I'm getting ripped off on a stock. I need to be able to compare different companies versus each other and be able to do that in a matter of seconds rather than taking hours like it used to before I created this service. I want the ability to listen to conference calls, see SEC filings all in one service. That is what we've created with 1000xstocks.com. If you are looking to access this software, go down to the description area of this video. You can click the link down there and apply for access. If you don't wanna do that and you wanna search a website, go to 1000xstocks.com. Enjoy. SoFi Technologies, S-O-F-I on this one. This is a $16 stock here today. With, in regards to all these stocks, I'm gonna give you my kind of buy targets, buy prices, all that good stuff in this video here today, okay? So this is definitely a banger of a video. SoFi's the first stock, okay? I'm up 95% on this position in the public count. I started buying this stock at $6.90. I have shares in the public count that are all the way up to $11.74. Even at $16, this is still a huge buy in my personal opinion, okay? Now, when it comes to SoFi, their earnings just came out very recently. I graded them an A-plus income statement. Tremendous, okay? Unbelievable. Look at this. Total interest income for the company was up 31%. Total interest expense was only up 16%. So net interest income, NII, which is one of the best metrics you can look at in regards to anything banking-related, right, which SoFi's definitely in the banking category, although they're fintech as well. It was 39% growth year over year. Loan origination, sales, securitizations, and servicing up 169%. Loan platform fees up 44%. The technology products and solutions, that one was a lower category there. That was down 43% for the company, but these other numbers being up so much, more than well would offset that, obviously, right? Other category up 87%. Total non-interest income up 49%. Total net revenue's up 43%. Sales and marketing was one kind of trouble spot that was up 41%, but that's still lower than revenue was up, right? Income tax expense, they got hammered on income tax expense. That was up 279% year over year, but despite that, despite that, net income grew 135% year over year. Delivered EPS was a double up there. I mean, that's greatness. That's an A plus right there, right? Now, the beautiful thing about SoFi is it's an all-in-one platform, right? You can use it to do your banking, and especially a lot of the people that are the newer generation that maybe haven't signed up for a, you know, and use religiously like a JPMorgan Chase or a Wells Fargo or Bank of America. A lot of younger folks are definitely signing up for SoFi overall, a lot of millennials, a lot of Gen Z. I'm sure Gen Alpha will be another generation that'll be strong in regards to the SoFi demographic, right? They have credit card products. They have invest. They do loans, obviously, right? Personal loans and many other various loan services. You can now invest in crypto through them as well. I mean, they're really a one-stop shop if you, for money-related everything, right? And that's just, they're just going deeper and deeper. Sometimes they'll take on the loan risk. Sometimes they'll sell off that loan risk to somebody else, right? So they can go ahead and take that risk, and basically they're just kind of like a middleman, take more of a fee-type business, right? And they attract massive amounts of members all the time, right? Unaided brand awareness has grown up considerably, but there's still a long way to go with this company. They're up to 10% unaided brand awareness. There's a long way to go with that. Look at the amount of members. They had about 5,200 members. I call them customers. 5,200 members back in 2022. The end of last year, they had 13.6 million. Now they're up to 14.7 million here in the first quarter. The amount of members continues to skyrocket for this company. They're starting to reach more and more critical mass. Remember, you're a big bank, right? You're a big bank in the United States of America. You are gonna have, you know how many customers you're gonna end up having? Tens of millions, right? Very common for the big financial institutions to have anywhere between 50 million and about 120 million customers. With the way SoFi is growing this business, you can see how they can get there over the next five to 10 years. You can see how it's gonna be like, dang, I could see SoFi actually getting to tens of millions of customers, 30 million, 50 million, 70 million customers over the next five to 10 years. Like, you know, it's not like this hasn't been done before. Like, they're pulling it off here, right? In regards to SoFi. Now, take a peek at this. Look at this. This is the revenue. This is where we're at right now, right? The revenue trend. This is where we're expected to go here in regards to SoFi, so very, very nice, right? Now, I pulled you up kind of what the big banks are, right? JP Morgan Chase, $824 billion market cap. It's getting closer and closer to a trillion dollar market cap, right? Could be the first financial institution to reach that mark. Bank of America's a $372 billion market cap. HSBC's $309 billion. Morgan Stanley's $298 billion, right? SoFi is on their way to becoming a banking giant long-term, right? They've already gotten to kind of a critical scale, but they've got a long way to go. And regarding this, like, think about this. SoFi's a $20 billion market cap here today. It's very clear, crystal clear to me, that they're on their way to becoming a banking giant, and it's at a $20 billion market cap. We could be talking about a company five, 10 years from now that's a $100 billion market cap or several hundred billion dollar market cap, right? And we're picking up today for a $20 billion market cap overall. Now, Anthony Noto, he's done a heck of a job running this company, but listen, he's got to continue to do a great job, right? He can't have this company go under in the next big recession, whenever that is. Who knows when we'll have the next big recession, but someday we'll have it. He's got to make sure the company doesn't go under in that sort of environment. He's got to make sure he doesn't get, let's call it take too much risk in regards to business model. The trick is with a great banking institution, you have to keep your clients, you have to constantly be attracting new clients, right, that can generate a lot of wealth for your bank over time because their wealth goes up a lot. Maybe they start businesses, they bank with their businesses with your financial institution as well, right? So you got to continue to do that and then don't go under in the recessions. Attract more members, keep your current members, don't go under in the recessions. Banking can be a very simple business and you do those three things well and that's what Anthony Noto has done well and you're on your way to becoming a banking giant and then we're talking hundreds of billions of dollar market and keep in mind, in regards to SoFi, this business is a lot more asset light than a traditional business, like a banking business. You think about the traditional Bank of America, Wells Fargo, HSBC, JP Morgan Chase, you think about all those branches all over the place, all those ATMs, the ridiculous amount of employees and the bankers and the, you know, I mean, it's incredible, right? The tellers, all that stuff. SoFi doesn't have to deal with any of that. They're a tech platform, right, which is really where we're at and where we're going over the coming years. So they could end up emerging as a way more profitable financial institution, a way more profitable banking related company than anything we've seen throughout history, right? Now, buy zones for SoFi. Under $15 is a great buy zone for SoFi. By the way, under $10 is a steal deal. So like back when I was buying the stock in the sixes, steal deal, but don't expect it to go back there, right? But if you get it under 15, it's a great buy zone. 15 to $20, very good buy zone for this company, so that's right where we're at right now, right? 20 to $25, still a good buy. If it goes kind of in the 25 to $30 range, that's where it kind of becomes like a may buy zone. It's not as attractive at that point in time, right? Because you always gotta factor in the risk reward in regards to the stock. So yeah, that would kind of be a may buy zone. Over 30, as far as if the stock went back over 30 this year, then I just kind of look at it as a hold at that point in time, okay? Hey, it's Jeremy. I hope you really enjoyed that clip here today. What you're looking at in front of you right there, that's 1000xstocks.com. That is my personal advanced software to make my investment decisions when I go to invest in companies. As somebody that's been in the market 15 years, I got sick and tired of using these different services that folks have out there that are designed for traders in the market, people that are looking to get in and out of stocks. That's not what I'm here to do. I'm here to long-term invest. I need to be able to see all the different ratios and metrics that are very important for me as a long-term investor to judge if I'm getting a great deal on a stock or if I'm getting ripped off on a stock. I need to be able to compare different companies versus each other and be able to do that in a matter of seconds rather than taking hours like it used to before I created this service. I want the ability to listen to conference calls, see SEC filings all in one service. That is what we've created with 1000xstocks.com. If you are looking to access this software, go down to the description area of this video. You can click the link down there and apply for access. If you don't wanna do that and you wanna search a website, go to 1000xstocks.com. Enjoy. Honest stock listen. This stock is up about 43% so far this year. I believe this stock ends where? $5 plus. I believe this is gonna be over $5 stock by the end of this year. The trajectory is pretty clear in regards to it. The earnings came out. Listen, Carla's doing a great reset of the business. She's really focusing the business on much higher margin products and putting efforts, whether talking about marketing, employee attention, all sorts of things behind high margin businesses. She's made a very tough decision in 2026 to get out of businesses that honestly just are holding the company back. That means lower revenue in the short term, but ultimately, it's supposed to be for a lot greater good. Do I trust her? Do I trust Carla's judgment? Why would I not? When she came to this company a few years ago, it was a $1 stock on the way to bankruptcy. Now the company has no debt, $90 million of cash in this balance sheet. You may say, $90 million, is that a lot? Dude, that's an insane amount. For a company honest to size, like this is a company that's like a few hundred million dollar market cap. $90 million of cash in the balance sheet. She's loaded the balance sheet with cash now. You know, it's a company that should be profitable this year despite all the challenges in regards to getting out of those businesses that are kind of crappier businesses and whatnot, right? They should still end up being profitable and the profitability should build up immensely over the future years. And keep in mind, when you're a few hundred million dollar market cap, you don't have to make crazy profits. This company just starts to get to $30 million, $50 million of profit a year. It's immense for a business like this, right? So she's got my full trust and I believe that stock exits this year $5 plus a share and it's on its way to getting there. Shopify had a great day here today of about 6%. That one is the most underrated big tech stock I think in the market, right? ServiceNow catching a little momentum. We'll talk about ServiceNow obviously in this video. 5% move there. Stocks like ServiceNow, Salesforce, they got a long, long way to go, right? Celsius, that one is up about 4.4%. We'll speak about Celsius in just a moment. This is a huge opportunity. This stock should have been up way more today. Ladies and gentlemen, Celsius stock should have been up 20% today, 20%. This one remains a steel deal. 34 for Celsius is a joke, an absolute joke, right? Palantir catching some momentum. Palantir, I gotta be honest with you guys, it's a buy. You heard me right. It's a buy, Palantir. I mean, what am I gonna say? Like I ran the, I got updated projections for Palantir. I shared those inside the private stock group and ultimately the stock is a buy. I wouldn't have said that six months ago when the stock was 200 plus and the growth rates were way lower, but now that the growth rates had built up so much, the valuations come down a lot. It's actually a buy now, crazy. Palantir's back in the play. So yeah, that is just wild. That's how fast things can switch in the stock market, right? Now, let's go through a few income statements here. Let me share some perspectives in regards to this, okay? Dutch Bros, C-grade here, 31% revenues went up. Cost of sales up 35%, so it was not good. Total cost and expenses up 33%, so income from operations only grew 10% despite revenue being up 31%. Net income was up 5% and diluted EPS is actually flat, so C-grade for Dutch Bros there. Celsius was a grade A, revenues up 138%. One thing I didn't like was cost of revenue being up 158%, that wasn't good. So gross profit rose 119%, which is amazing. It's just not as fast as revenue, so I would ding them for that. Selling general administrative expenses actually was up 95%, which if you can grow your revenue 138% and your SG&A can be up 95%, you'll take that. Income from operations grew a whopping, that's a crazy number, 167%. Oh my gosh, good job, Celsius, good job, Celsius. Now, interest income fell for the company and interest expense climbed for the company, right? A lot of that has to do with the acquisitions they made recently, specifically the Lonnie New, right? Other category was quite a bit of growth there. Total other expense, $1.4 million versus $8.9 million help. Net income before income tax up 128%. Net income up 148% and then diluted EPS up 120%. Celsius, where is Celsius stock going? Let me tell you where Celsius stock is going. Celsius stock is going to $100 plus long-term. $100 plus stock long-term, okay? Incredible opportunity, the fact that people get to pick up this stock at 34 bucks. I wanna pick up more shares of Celsius. I hope the stock stays down in the short term. I would love to pick up more Celsius shares. I feel very comfortable with that. Shake Shack, this was a D minus grade for Shake Shack. Total revenues grew to 366 mil from $320 million. The issue was they had a bunch of expenses out of control, so their total expenses was more, more than revenue, which means you're gonna lose money, right? You just can't do that, and so sure enough, the company lost money on the bottom line, and yeah, no bueno, no bueno in regards to Shake Shack. Whirlpool, grade F income statement. Sales were down 10%, cost of products sold was only down 5%, so gross margin got destroyed 32%. That was down. SG&A was actually only negative. I should've put a negative sign there. It was only down 12%. It should've been down more than that, right? They had this restructuring cost, which was up 220%. Operating profit fell 90%. Net earnings fell 203%. DPS fell 211%, F grade for Whirlpool. Now, you might say, Jeremy, you're thinking about starting a position in Whirlpool. Absolutely, I'm thinking about starting a position in Whirlpool. I'm being patient here, but I'm still strongly considering. You might say, but why? F grade, total trash, dumpster fire, stocks in the 40s. The stock's getting close to the price it was in the great financial crisis. The great financial crisis, if I recall, at the bottom, Whirlpool was somewhere between, I think it was $20 and $30, if I recall, during the great financial crisis, right? So let's pull it up, let's pull it up right now, and then I'll answer, I'll tell you exactly why I'm considering buying this absolute dog of a stock that probably doesn't make any dang sense, right? It's like, what, why would you even consider this, right? So let's see this. So, yep, there it is, 2009, 22. It was a do-si-do, 22 bucks. So you can say, well, if it's gonna go down there, we still got further to go, right? Wow, brutal, absolutely brutal. And look at where the stock was back in 2021 when the housing market was going crazy, $237. Wow, what a dramatic fall for this one. But back to, you know, before we get into Fubo here, why would I even consider picking up that dog stock Whirlpool? Listen, I believe the housing market gets no worse than what's going on right now in regards to existing home sales. Like, we're at just, like, no one's moving, basically. Like, you can look at existing home sales, it is awful. It's been awful for several years now at this point in time. So basically, we've had now, we can call it roughly four years, at least three years, but roughly four years, no one's been moving, no one. It's just dead, completely dead out there, all right? Listen, I do not believe that stays like this. I believe the next three to four years, a lot of people are gonna be moving again. The next three to four months, I have no clue. If I had to guess the next three to four months, I think the housing market's still gonna be dead the next three to four months. It's probably gonna be a dead spring for the housing market, right? But over the next three to four years, I think a lot of people are gonna be moving, and that's gonna mean great things for Whirlpool's earnings a year from now, two years from now, three years from now, right? Whenever I buy a stock, I'm thinking years into the future. So with a stock like Whirlpool, I'm being patient here, but I'm actually strongly considering it. And I know it's just such a boring appliance business, but if I can get a double up, triple up, quadruple up on the stock in the next three to five years, that's a little bit of money, right? That's a little bit of money there, right? FuboTV, so Fubo, wow, have they made strides. This is phenomenal, phenomenal for Fubo. Revenue's up 40%, right? Subscriber-related expenses up 85%, but then subscriber-related expenses of related party was down 18%. So total operating expenses up 36% for the company here, right? Operating loss actually improved 78% to $9 million operating loss from 40 million in the same quarter last year. This is usually an ugly quarter for the company. Net loss, that improved 85%. Net income attributable to common shareholders, that improved 95%. So Fubo's come a long way. Fubo has come a long way. We're talking about a company that should be profitable by year end. And so, man, that stock's gone through it. Fubo's gone through it, but the results are improving monumentally. And so, we'll see what happens, but major improvements for Fubo overall, right? McDonald's was a B-plus here. Revenue's up 9%. And then operating income improved 12% because total operating costs and expenses only was up 8%, right? So operating income up 12% there. They got destroyed on income taxes. That was up 21%. So their net income and their EPS was only up 6%, 7%, less than revenues. So which is why I gave them a B-plus grade, but income tax situations like that come and go. At the end of the day, this was still a very good report by McDonald's. TradeDesk, this was a C-plus grade here. The stock's crashed, I think, under 20 bucks now. Let's pull up TTD here. TTD, this stock's gotten obliterated. I think this was a $90 stock. Does this show after hours here? Oh yeah, it's in the 19s. Oh, brutal, brutal. So it hit its all-time high back in 2024. Oh my gosh, what a just awful fall this has been for this stock. So it was down 83% going into this. Now this is gonna be down like 86%, right? 87%, something like that. Oh, brutal, brutal. That stock's gone through it. The report wasn't too bad. It was a C-plus grade. Revenue's up 12%. These were a problem. Platform operations up 27%. Sales and marketing up 13%, so that's a faster clip there. But they kept these in check, technology and development. They kept G&A in check, right? They actually brought that down 6%. So total operating expenses up 11%. So they actually got some nice leverage in the business model. Income from operations up 22%, so that was good, right? And then, yeah. After that, it kind of went south again because the total other fell quite dramatically for the company here on a year-over-year basis, was $21 million help versus a $12 million help. So income before income tax is only up 4%. Then they got destroyed in income taxes, and so net income actually fell 21%. So, you know, the scary thing about Trade Disc is they might actually be getting disrupted right now. Like I looked, and I believe this same quarter last year, their growth was, I think it was 22%, so now that it's down to 12%. You don't have to worry, like, shoot, this company might be getting disrupted because then you're gonna extrapolate that and you're gonna think about this time next year, and you're gonna be like, what is it, single-digit growth then? And then you start thinking about flatlining and negative the following year, right? So there's a lot of worries around Trade Disc. I'll have to dig in deeper here. It's, yeah, that stock's going through it.