Financial Education: Stock Picks & Accuracy

The YouTuber is extremely bullish on ELF long-term, believing it will become a top five global cosmetics company within 10 years. He projects ELF to reach a market cap in the many tens of billions (e.g., $50-90 billion) by acquiring and growing multiple billion-dollar brands, which would translate to a stock price of $500+.

“But I have all the conviction in the world that E.L.F. is going to become a top five biggest cosmetics beauty company in the world over the next 10 years, right? Which will put them likely at a market cap in the many tens of billions of dollars.” — ▶ 28:50

The YouTuber believes ELF has clearly bottomed and is poised for significant upside, targeting $120-$140 in the next 6-12 months and over $200 long-term. He notes the stock's dramatic upswings after brutal down cycles and expects consumer sentiment to improve over the next 1-2 years, which will benefit consumer-related stocks like ELF.

“When the further it goes under 100, I mean, that one's just like you got to add as many shares as you possibly can if you're a believer of the company.” — ▶ 30:00

The YouTuber is highly bullish on ELF Beauty, stating it is oversold and has shown strong support around the $50 level. He projects the stock could reach $90 quickly within the next 6-12 months due to its strong revenue, margin, and EPS trajectory, and believes it's a $200+ stock long-term. He emphasizes that long-term investors will continue to buy aggressively up to $100.

“ELF long-term is a $200 plus dollar stock in my opinion based upon where I see the revenues going, the margins going, and the earnings per share going over the next several years, the stock will go back to 200 plus. But if we're talking about the shorter term, over the next 6 to 12 months, I think the stock can rise to $90 pretty darn quickly.” — ▶ 31:40

The YouTuber expresses high conviction in Elf Beauty, calling it his favorite stock to buy for the next 4-5 years. He highlights its affordable, high-quality products, 29 consecutive quarters of sales growth, and strong market share gains. He also points to the success of its brands like Road (led by Hailey Bieber) and Notorium, and projects a 30-50% compounded annual growth rate based on conservative revenue and net income growth estimates.

“This is why I'm so excited about this makeup and beauty company, right? It's not just that it's produced me a 600% return since I invested in it. It's not just that the stock is down a ton from its all-time high, which it alltime high was over 200. It's that I look at the numbers, I run my projections, and I'm like, this is going to be a stock that, in my opinion, produces me a compounding annual growth rate somewhere between 30 and into the 50% range over the next four to 5 years.” — ▶ 17:00

The YouTuber identifies Elf Beauty as a consumer discretionary stock poised for a significant run. He believes that once the current semiconductor stock frenzy subsides, capital will flow into undervalued consumer discretionary names, leading to an '18 to 24-month insane bull run'.

“Elf Beauty down 29% year-to date. the run these stocks are going to go, it's going to be, you got to keep in mind, it's not going to be like just a few weeks or a few months. It's going to be an 18 to 24month insane bull run in all these stocks that aren't really like you have to have them.” — ▶ 42:20

The YouTuber sees ELF Beauty as an incredible long-term opportunity, especially after its stock price dropped to $50, which he considers a 'steel deal.' He highlights the company's consistent revenue beats despite conservative guidance, strong innovation pipeline not yet factored into outlook, and a highly competent CEO. He projects ELF to be a $200+ stock by 2030, driven by strong revenue and net income growth, and believes the current valuation significantly undervalues its long-term potential.

“Anything under $100 is a steel deal. 50 bucks. Like, dude, that's why I went ahead and bought $70,000 today.” — ▶ 27:50

The YouTuber is highly enthusiastic about E.L.F. Beauty, highlighting its successful mass-market cosmetics brand and growth engines like Road Cosmetics and international expansion. His base case projects 15% revenue growth and 20% net income growth, leading to a 40%+ compound annual growth rate. He argues that even in a bear case, the stock should outperform the S&P 500, making it a 'huge buy.'

“Elf Beauty slapping my hand on the table. It's a buy.” — ▶ 34:50

The YouTuber believes ELF Beauty is currently an 'ultra hated' stock, trading at $55, but will become a 'loved' stock within the next one to two years. He projects substantial gains, potentially reaching $125 to $175, as consumer names are expected to bottom and then rally.

“I mean, it's down 9% here today. No one cares about the stock. Um, I think it'll be a love stock over the next year or two, right?” — ▶ 26:00

The YouTuber plans to sell 1555 of his 2555 AMD shares, holding 1000 for the long term. His base case projects AMD to reach around $1000 by 2030. If AMD reaches $625+ in the next 6-9 months, he will start cutting shares 200 at a time, and for every $25-$50 increase above that, he will sell another 200 shares, as the upside from current levels would be minimal based on his 2030 target.

“If in the next six to nine months AMD goes 625 plus, I'll start cutting AMD shares 200 at a time. And then likely for every 25 to $50 over 625, I'll cut another 200 shares and another 200 shares.” — ▶ 19:50

The YouTuber plans to sell portions of his AMD holdings as the stock reaches specific price targets, starting with 555 shares in the $700 range, then 500 shares in the $900s, and another 500 in the $1100s. He believes the stock will experience a 'blow-off top' in the next 6-18 months, marking a multi-year high in price, even if fundamentals continue to improve. He will hold 1,000 shares long-term.

“I think I'll cash my first 555 shares and take profits on that in the 700s. So, if and when the stock goes to the 700s, I'll cash 555 shares and take some off the table.” — ▶ 30:00

The YouTuber asserts that AMD's current run is far from over, anticipating 'shock and awe' guidance in the next two quarters. He believes that while the market currently acknowledges AMD's improved prospects, concrete numbers and conservative guidance from CEO Lisa Su will lead to significant upward re-evaluation, similar to Nvidia's past performance.

“I think what we're going to end up having with AMD is two straight quarters with shock and laws this next quarter where they're going to talk about the guidance and the following quarter guidance and I think people are going to be like get their flapjacks flipped and then Wall Street's going to be like what is going on with AMD.” — ▶ 35:30

The YouTuber believes AMD's revenue and earnings per share will accelerate rapidly, far exceeding conservative analyst expectations due to strong GPU and CPU demand and expanding margins. He anticipates analysts will be forced to significantly raise price targets, potentially pushing the stock to $1,000+ this year or next, creating a 'perfect storm' for growth.

“AMD stock could hit $1,000 this year or next. I've been talking about this for a while now at this point in time. Right? The thing with AMD stock is the numbers are going to accelerate so rapidly.” — ▶ 10:00

The YouTuber is highly bullish on AMD, citing two massive fundamental changes: the shift from training to inference in AI workloads, where AMD offers better ROI chips, and a dramatically higher CPU demand. He believes these changes will lead to multi-year benefits and a significant increase in AMD's GPU business, potentially driving the stock to $1000+ sooner than expected. Recent news of the CEO meeting with a high-ranking Chinese official also suggests potential thawing of export curbs, opening up a massive market opportunity for AMD.

“I would not be shocked if AMD runs to a,000 plus this year or next year. Even though I don't have it going to,000 plus till 2029 or 2030. I think it could actually make that run way earlier because people are going to price it in, right?” — ▶ 13:00

The YouTuber's base case projections for American Express, using 8% revenue growth and 12% net income growth through 2030, suggest a 2030 price target between $783 and $923. At the current price of $346, this implies a compound annual growth rate deep into the 20s, making it a strong buy.

“So at $346, American Express is a buy today, right?” — ▶ 14:00

Based on the YouTuber's projections, if American Express were to reach $646 today, the implied compound annual growth rate over the coming years would be minimal. Therefore, he would sell the majority of his shares at that price point.

“And if it was $646 today, I would sell every American Express share I have because basically the upside's almost, you know, nothing over the coming years, right?” — ▶ 14:40

The YouTuber considers American Express a great opportunity, despite being a 'boring' stock, due to its consistent business model and strong brand loyalty. He projects 8% revenue growth and 12% net income growth on average, with a 28-33 P/E, leading to a 20-25% CAGR, suggesting it will outperform the market.

“American Express remains a great opportunity right now. If you want to go big tech, there's some great opportunities out there like Meta, like Amazon, but don't get hyped off of any short-term stock price moves for these stocks.” — ▶ 52:00

The YouTuber identifies American Express as a consumer discretionary stock poised for a significant run. He believes that once the current semiconductor stock frenzy subsides, capital will flow into undervalued consumer discretionary names, leading to an '18 to 24-month insane bull run'.

“American Express, this gets thrown in the consumer names, right? Down 16% year to date. Wait for the run on American Express.” — ▶ 45:40

The YouTuber believes Estee Lauder will be a huge runner over the next three years, expecting its market cap to push $50 billion or higher within that timeframe.

“Estee Lauder will push 50 billion plus within the next three years in my personal opinion, right?” — ▶ 28:20

The YouTuber includes Estee Lauder as another consumer-related stock that should benefit from improving consumer sentiment over the next 1-2 years, similar to ELF and Nike.

“Estee Lauder Eel stock, another one.” — ▶ 32:49

The YouTuber identifies Estee Lauder as a consumer discretionary stock poised for a significant run. He believes that once the current semiconductor stock frenzy subsides, capital will flow into undervalued consumer discretionary names, leading to an '18 to 24-month insane bull run'.

“Estee Lauder down 18%. You know, year to date, right? Listen, I'm positioning all these stocks now, right? Before the next run happens.” — ▶ 42:50

The YouTuber suggests Estee Lauder, currently trading at $82, will see significant momentum in the next one to two years. He notes its all-time high was well over $300, implying substantial upside potential as consumer stocks recover.

“Estee Lauder, EO, $82 stock. Um, I think this one will see a lot of momentum over the next year or two. This is a stock that's alltime high was well over $300 a share for Estee Lauder.” — ▶ 29:10

The YouTuber suggests Nike is a 'beaten down dog' that will benefit significantly from an expected improvement in consumer sentiment over the next 1-2 years. He views it as a good long-term hold for the next 5-10 years.

“Nike is another one that's a beaten down dog. I think that's going to benefit huge over the next year or two.” — ▶ 32:40

The YouTuber sees Nike as a turnaround play that has already bottomed and is starting to head up. He expects an initial gradual move followed by a quick rally once positive news or guidance emerges, similar to Estee Lauder's recent performance. He highlights the strong brand power as a key fundamental.

“Nike's already clearly shown to me that the stock has bottomed and it's just starting to head up. And when you got to understand when you're talking about a turnaround play, which Nike is a turnaround play, right? the initial move up and I think the stock bottomed I think it was 39 now it's at 45 right that's kind of a a slower move but then once you throw a little fuel on that so some numbers come out some more encouraging things next thing you know encouraging conference call investor presentation the stock rallies quick after that so it's like that initial okay we bottom then we're heading up but it's kind of like a gradual little move and then next thing you know you can see that stock go from 40 to 70 and it happens quick” — ▶ 40:00

The YouTuber believes Nike is poised for a rapid run to $60+ in the short term, potentially starting this week. He argues the stock has bottomed out and is oversold, especially given current low consumer sentiment which he expects to improve. He also states that Nike has already turned its business around, and Wall Street will soon recognize this.

“I believe this stock is has a dramatic move up ahead, right? I believe the move could even start as early as this week and we'll see that stock make a rapid run to 60 plus, right?” — ▶ 30:00

The YouTuber suggests Nike is an attractive buy, stating it's the most opportune time to buy the stock since Michael Jordan's first retirement. He believes it will be a significant money-maker over the next several years and is comfortable holding it for 5-15 years, implying it's a long-term foundational holding rather than a short-term trade.

“It's the most attractive time to buy Nike stock since Jordan retired the first time.” — ▶ 18:00

The YouTuber identifies Nike as a consumer discretionary stock poised for a significant run. He believes that once the current semiconductor stock frenzy subsides, capital will flow into undervalued consumer discretionary names, leading to an '18 to 24-month insane bull run'.

“Nike, another one, 30%. The stock is down year to date. The run's going to be insane.” — ▶ 44:20

The YouTuber views Nike as one of the most hated stocks, trading at $42, far below its all-time high of around $170, after a brutal five-year downtrend. He believes it's a fundamentally strong company that Wall Street will 'love' again in the next one to two years.

“Nike. One of the most hated stocks out there, right? I mean, oh, brutal. Brutal the way this one's been hated, right? 42 bucks for Nike.” — ▶ 27:30

The YouTuber notes that Target is a stock that performs well when consumer sentiment is improving, suggesting it will benefit from the expected positive trend in consumer confidence over the next couple of years.

“Target's one of those stocks when consumer sentiment is really bad, no one wants to own Target. But when consumer sentiment is getting better and better, a lot of people jump into a stock like Target, right?” — ▶ 33:18

While not his favorite company, the YouTuber believes Lululemon could see momentum over the next year or two due to improving consumer sentiment, positioning it as a potential beneficiary.

“I wouldn't be surprised at all if Lulu sees momentum over the next year or two.” — ▶ 33:00

The YouTuber bought Netflix stock, citing its strong recent financial performance with A+ graded quarters, a healthy balance sheet, and a 'genius' $2.8 billion breakup fee from a terminated deal. He projects significant long-term growth, with even his bear case showing attractive compound annual growth rates, believing it's on track to become a trillion-dollar company.

“The valuation has got super interesting and I spent over $60,000 on Netflix stock.” — ▶ Watch clip

The YouTuber identifies Celsius as a potential opportunity, noting that it hasn't run yet but recent Nielsen data shows strong volume growth for Celsius and its Alani Nu brand, indicating a healthy energy drink category. This contrasts with declining volumes in the soda category.

“Celsius holdings. You know, this one hasn't started to run yet, but I've been looking at some of the data that's come out, Neielson data and whatnot. Celsius including alawning new volumes up 11.9% with a 2% average price gain for 4 weeks through May 16th.” — ▶ 43:50

The YouTuber believes Celsius Holdings, currently in the mid-$20s, could reach the mid-$40s within the next 9-12 months. He dismisses current worries, citing positive Nielsen data on sales and volumes, and compares its growth phase to Monster Beverage's past success, suggesting it's poised for a massive run.

“Celsius is poised to go on a massive run. So, mid20s right now. I wouldn't be surprised if the stock's mid-40s within the next 9 to 12 months.” — ▶ 34:30

The YouTuber highly recommends Celsius Holdings, citing its continued market share gains, massive international expansion opportunity, and successful diversification with brands like Alani (targeting female demographics) and the recently acquired Rockstar from Pepsi. He projects a 30-50% compounded annual growth rate based on conservative revenue and net income growth, emphasizing its resilience to economic factors and its strong partnership with Pepsi for distribution.

“I think the stock will be one of the best performing stocks over the next 5 to 10 years.” — ▶ 25:00

The YouTuber identifies Celsius Holdings as a consumer discretionary stock poised for a significant run. He believes that once the current semiconductor stock frenzy subsides, capital will flow into undervalued consumer discretionary names, leading to an '18 to 24-month insane bull run'.

“Celsius Holdings down 36% year-to date. Get ready for a run.” — ▶ 42:00

The YouTuber is highly bullish on Celsius Holdings, citing its strong revenue and net income growth (138% and 148% respectively), favorable forward P/E ratio compared to competitors like Monster and Coca-Cola, and significant growth potential through new brands and international expansion. He projects a 35-41% compound annual growth rate in his base case, even with conservative margin estimates, and believes the stock is a 'steel deal' at current prices.

“I'm banging my hand on the table with Celsius. This stock is a steel deal.” — ▶ 20:00

The YouTuber identifies Celsius Holdings as a currently hated stock, trading at $30, significantly below its all-time high of around $100. He likes the company's growth from Celsius and Alani, its distribution, and international opportunities, expecting it to become a 'loved' stock in one to two years.

“Celsius Holdings is 30 bucks. You know, another hated stock right now. This stock's alltime high was right around 100, right? It's 30.” — ▶ 26:45

The YouTuber states that Cheesecake Factory is still a 'buy' but not as attractive as it once was due to its significant year-to-date run. While his base case projects 14-20% CAGR over the next few years, the current dividend yield is lower, making the risk-reward less compelling than when he initially bought it.

“Cheesecake's not as much of an opportunity because the stock has just been running and gunning. 39% plus year-to- date gain on on Cheesecake. We're not even halfway through the year, right? I mean just running. But it's created a situation where cake is still a buy, but it's not as good of a buy as it was.” — ▶ 46:40

The YouTuber is bullish on Cheesecake Factory (Cake) due to its strong performance despite low consumer confidence, suggesting significant upside when confidence improves. He also notes positive catalysts like JP Morgan's upgrade and falling crude oil prices, which benefit dividend stocks and companies expanding through debt.

“What are Cake's numbers going to be? And what is Cake's stock price going to be when consumer confidence is good again?” — ▶ 34:50

The YouTuber recommends Cheesecake Factory as a low P/E stock with significant growth potential from its newer concepts like North Italia and Flower Child, which cater to different market segments. He notes the company's recent B+ income statement despite economic headwinds and projects a 21-27% compound annual growth rate in his base case, along with dividend income, making it a 'nice money maker.'

“It's still going to be a very nice money maker, a great dividend stock, and um there's just a stable business model, man.” — ▶ 41:50

The YouTuber believes ServiceNow is a long-term buy with great opportunities, but expects it to gain significant momentum later, likely in 2027 or 2028. He anticipates a rotation of money into such stocks when the current chip cycle's momentum fades, as they are beneficiaries of the broader AI revolution.

“As far as stocks like Service Now and CRM, those stocks are buys and they've got great long-term opportunities, but those ones might make more of a move in like 27 or 28.” — ▶ 49:00

The YouTuber believes ServiceNow has clearly bottomed and is in an upward cycle. He suggests that as more Wall Street analysts recognize the 'agentic opportunity' for ServiceNow, the stock will gain significant momentum.

“This stock has sh clearly shown it's bottomed, right? And it's in an upward cycle from here. And it's it's interesting because I think just in the past couple weeks here, people are starting to understand the agentic opportunity for Service Now.” — ▶ 37:00

The YouTuber recommends buying Service Now, citing its attractive valuation given its high-teens to low-20s growth rates for years to come. He notes its strong free cash flow per share and historical PE on the floor, suggesting it's undervalued. He also highlights its potential as an AI enterprise operating system, as described by Nvidia's CEO, and its long-term growth opportunity.

“The beautiful thing about Service Now and Salesforce stock is they trade way too cheap given their growth rates.” — ▶ 10:40

The YouTuber believes Service Now will benefit massively from the AI wave, a factor he thinks the market is currently overlooking. He expects the stock to gain significant momentum in one to two years, similar to how he approached AMD when it was out of favor.

“Next one up here, Service Now, is another one. I think they're going to benefit massively from this AI wave. Uh they're not seeing it right now.” — ▶ 32:00

The YouTuber believes Salesforce is a long-term buy with great opportunities, but expects it to gain significant momentum later, likely in 2027 or 2028. He anticipates a rotation of money into such stocks when the current chip cycle's momentum fades, as they are beneficiaries of the broader AI revolution.

“As far as stocks like Service Now and CRM, those stocks are buys and they've got great long-term opportunities, but those ones might make more of a move in like 27 or 28.” — ▶ 49:00

The YouTuber recommends buying Salesforce, stating it's priced too cheaply for its expected 10% to low-teens revenue growth per year, especially considering its AI agent business potential. He points to its strong revenue growth and consistent high margins, and its stake in Anthropic as a potential future value driver. He views it as a safer risk-reward profile compared to Service Now.

“The beautiful thing about Service Now and Salesforce stock is they trade way too cheap given their growth rates.” — ▶ 10:40

The YouTuber suggests Salesforce will be 'loved' by Wall Street in one to two years, as they will eventually understand how much the company will benefit from the AI wave. He implies that current market sentiment undervalues its AI potential.

“SoFi, oh my gosh, Salesforce, one to two years, they're going to love this one. And when I say they, I'm talking Wall Street again, right?” — ▶ 30:30

The YouTuber views Amazon as a great 10-year opportunity but advises against short-term expectations due to massive spending on infrastructure, which will negatively impact depreciation and EPS for several years. He suggests that short-term price movements are a 'complete gamble' until spending chills.

“Meta and Amazon are big positions for me. I don't expect anything from those stock prices over the next year. Nothing. I don't expect one percentage of gains and I even see a scenario where if the market got ugly, Meta goes into the 300s and Amazon goes under 200 if the market really got ugly.” — ▶ 54:00

The YouTuber recommends Amazon as a stock everyone should own, emphasizing its long-term growth potential driven by its core e-commerce platform, the AWS cloud business, and its rapidly growing advertising segment. He states that there is no current disruption risk to these key areas, making it a continuous 'buy' for the foreseeable future.

“Amazon is always a buy. It was a buy yesterday. It was a buy a month ago. It was a buy a year ago. It was buy 10 years ago. It was buy 20 years ago. It's a buy today. It's buy tomorrow. It's a buy the next month. It's buy next year. It's always a buy.” — ▶ 25:50

The YouTuber views Meta as a great 10-year opportunity but advises against short-term expectations due to massive spending on infrastructure, which will negatively impact depreciation and EPS for several years. He suggests that short-term price movements are a 'complete gamble' until spending chills.

“Meta and Amazon are big positions for me. I don't expect anything from those stock prices over the next year. Nothing. I don't expect one percentage of gains and I even see a scenario where if the market got ugly, Meta goes into the 300s and Amazon goes under 200 if the market really got ugly.” — ▶ 54:00

The YouTuber advises buying Meta and having patience, noting that its stock price is currently suppressed due to Zuckerberg's 'out of control spending spree.' He believes that if Wall Street better understands this spending or if spending is cut, the stock will 'blast higher' and could reach $1,200, given its strong revenue growth (33% last quarter) and a forward P/E under 20.

“Zuckerberg's on a complete out of control binge on spending. Okay, if Wall Street can begin to understand why he's spending this much or he cuts back on spending in future years, I mean, that stock's going to blast higher.” — ▶ 27:50

The YouTuber recommends SoFi Technologies, believing it's on its way to becoming a financial giant. He highlights its rapid member growth, particularly among younger demographics, which creates long-term customer relationships for various financial products. He praises its asset-light business model and CEO Anthony Noto's strategy to focus on fees rather than excessive loan risk, positioning it well to navigate recessions and capitalize on future financial cycles.

“The way I view every share I buy at SoFi is like I'm be buying the next financial giant.” — ▶ 28:40

The YouTuber believes SoFi has the potential to become a financial giant, reaching a $50-$100+ stock price and potentially a trillion-dollar market cap over the next decade. He highlights its appeal to new generations as a one-stop financial shop and emphasizes the importance of the CEO avoiding over-leverage.

“I believe SoFi over the next decade is on their way to becoming a financial giant, right? where right now you might look at SoFi as more of a niche company.” — ▶ 29:00

The YouTuber is bullish on SoFi Technologies, viewing it as a future financial giant with a current market cap of around $20 billion, aiming for $100 billion+. He highlights its A+ income statement, with total net revenue up 43% and net income up 135%, and its success in attracting younger generations. He believes the company is well-positioned for long-term growth despite potential short-term volatility.

“This is a company that's on their way to becoming a financial giant.” — ▶ 43:50

The YouTuber identifies SoFi Technologies as a 'very hated stock' currently, but believes it will become one of the most loved stocks again in one to two years. He highlights its strong numbers, incredible growth, and potential to become a financial giant, noting its historical ability to make quick, significant moves.

“SoFi Technologies. This one, another one, a very hated stock right now. Look out for this one over the next year or two. I think it will once again become one of the most loved stocks in a stock market.” — ▶ 29:30

The YouTuber identifies Wynn Resorts as a consumer discretionary stock poised for a significant run. He believes that once the current semiconductor stock frenzy subsides, capital will flow into undervalued consumer discretionary names, leading to an '18 to 24-month insane bull run'. He also hints at upcoming hype related to a Middle East property opening.

“Wind Resorts down 18 and a half%. That was just that win Friday night. Man, that place was Oh, was it busy? Oh, was it busy? I got stories for you. I can't tell you the stories, but let's just say stupid money was being spent out there, okay?” — ▶ 45:00

The YouTuber states that Wynn Resorts is a 'hated stock' under $100, which he considers a buying opportunity. He highlights the company's strong performance in Macau with high occupancy and plans for a new tower, as well as a busy Vegas property, indicating the company is 'clicking on all cylinders'.

“Anytime wind goes under 100, it's always a pickup. Middle East property, that's going to be an incredible opportunity for this company.” — ▶ 33:40

The YouTuber identifies Revolve as a consumer discretionary stock poised for a significant run. He believes that once the current semiconductor stock frenzy subsides, capital will flow into undervalued consumer discretionary names, leading to an '18 to 24-month insane bull run'.

“Revolve down 36% year-to date. Get ready for a run.” — ▶ 42:10

The YouTuber recommends Revolve, a small-cap company with a strong balance sheet, including $335 million in cash and no debt, against a $1.2-1.3 billion market cap. He believes it's a great opportunity that will be 'very loved' in one to two years, despite current disinterest in consumer-related companies.

“Revolve, RVLV, very small cap company, little over a billion dollar market cap on this one. $18 here today. I mean, this is a stock I think is going to be very loved a year or two from now. one of the best balance sheets of any company you'll find out there.” — ▶ 28:20

The YouTuber advises current Micron shareholders to 'enjoy the ride' as the company is expected to generate substantial net income and high net margins in the short term (1-2 years). He acknowledges potential long-term risks if hyperscalers reduce spending or new competitors enter the memory market, but sees no immediate threats.

“With MU is another one. Enjoy the ride, right? enjoy the ride. Like, it's a fun ride right now. They're going to make so much money over the next few years. It's disgusting.” — ▶ 19:50

The YouTuber identifies PayPal as a consumer discretionary stock poised for a significant run. He believes that once the current semiconductor stock frenzy subsides, capital will flow into undervalued consumer discretionary names, leading to an '18 to 24-month insane bull run'.

“PayPal. This is another one of these stocks that gets thrown in with the consumer, right? With PayPal and with Venmo, 25% down year to date. The run will be insane.” — ▶ 44:40

The YouTuber identifies Shopify as a consumer discretionary stock poised for a significant run. He believes that once the current semiconductor stock frenzy subsides, capital will flow into undervalued consumer discretionary names, leading to an '18 to 24-month insane bull run'.

“Shopify, 35% down year to date. The run's going to be insane.” — ▶ 44:30

The YouTuber expresses interest in starting a position in Whirlpool, noting its stock price is nearing Great Financial Crisis levels. He believes the housing market will rebound strongly over the next four years, which will significantly benefit Whirlpool's earnings per share and margin profile due to increased volume and pricing power.

“So I eventually want to start a position in Whirlpool, but it's going to take a bit. And by the way, in regards to their earnings, when the housing market does start to come back, the earnings per share of that company will climb rapidly.” — ▶ 34:50

The YouTuber is considering RH, a high-end furniture company, which has performed poorly due to a dead housing market. He believes the housing market will recover over the next four years, leading to higher stock prices for RH, despite short-term uncertainty about its immediate direction.

“But I believe I do know where the next $160 is or the next $130 is for RH. And it's it's higher, right? So, that's one I'm definitely considering as well.” — ▶ 36:40