I'm Going all in

You got to be flipping my flapjacks. I

just turned 36 years old, ladies and

gentlemen. Thank you so much to

everybody that's obviously been

supporting the channel over all these

years. I know a lot of you guys been

watching me for a long time. Uh when I

started on YouTube, when I started this

channel, I was 26 years old. So to now

be 36, man, what a ride it has been. And

once again, thank you everybody that has

uh obviously been supporting me over the

years and been enjoying the content and

all those sorts of things. And it was it

was you know interesting because I also

saw this here today when I was online

legendary investor Warren Buffett 95

years old announced he's going quiet by

ceasing to write Birkshire Hathaways

annual letters or speak at meetings and

uh man that was one of the two most

influential people into me getting into

stock market investing and like getting

into stock picking and things like that.

Like one was my accounting instructor

had in in college and then the other was

Warren Buffett. And so, you know, it

just shows you, hey, man, we're all have

a timer on us and, you know, life is

here to be enjoyed, right? Uh, but also

like we have goals and things we're

trying to do and so we don't have all

the time in the world. We got to make

sure we go out there and take action so

we can get to where we're trying to get

in life, right? And so, uh, yeah, I

appreciate y'all for being here. Thank

you. Okay, bangers on bangers. Public

count. I mean, we just had so many, you

know, unbelievable stocks in there. You

know, Palanteer up 25,500%, ELF up about

1,000%, Met up 442%, Sofi up 270%, AMD

up 114%, Revolve up 97%, Google up 85%,

Celsius up 82%, 77% gain on on Amazon,

70% gain on Fubo, unbelievable. And then

obviously all the big winners over the

years has been very fortunate. But we

got sleepers in there too, right? Uh

stocks like Onyx, stocks like Nike are

not performing well. Adobee's kind of a

new position. T the Tesla hedge is a

very new position. Salesforce new

position. American Express a new

position. But PayPal is an established

position. That hasn't made us crap.

Make, you know, less than $15,000 of

gains there. Cheesecake, same exact

thing. You know, it's a established

position now for several years only up

17,000 on it. So, we got some of those

stocks that are sleepers out there.

Right. In today's video, I want to speak

about four core subjects. One, SoFi

stock. Big developments in regards to

SoFi. I want to show you guys and what's

going on there. Second, we're going to

speak about a very hated stock right

now. This stock is so hated and it

should not be. And I'll show you why.

Three, we're going to talk AMD stock in

this video as well, okay? And some big

developments in regards to AMD. Some

things that people aren't looking at

that I'm like, "Oh my gosh, I think

folks are missing a few things." Okay?

And then we'll talk about a stock, a

must buy stock right now that is just an

absolute deal. Okay? One thing and one

thing only, I need from you guys. If you

could please, if you haven't already

done so, if you could just hit that

little thumbs up icon, that would mean

the world to me for your 36-y old man

making this video for you guys here

today, okay? I appreciate y'all for

being here and all that good stuff.

Additionally, make sure you're

subscribed to the channel if you want to

see more of my videos in the future.

Higher probability YouTube will show you

my videos if you are subscribed to the

channel and then if you are not

subscribed to the channel. And speaking

about YouTube, we do have a piece of

housekeeping here. YouTube took my video

down at like 10:00 last night, the one I

posted on the reaction channel for no

reason. No reason. Like they have this

AI now that just goes through videos and

it just like will pull videos for

literally no reason. And so, thank you

to a lot of you guys reached out to me.

A lot of you guys that are in the prep

stock group reached out. A lot of you

guys sent me Instagram messages, reached

out on YouTube, all these sorts of

things, right? And so, I appreciate you

reaching out and letting me know cuz I

was in bed uh like reading through uh

conference call transcripts. Then I

started getting all these messages

about, hey, you know, video I was trying

to watch it and it got taken down, all

those things and and yeah, so humans had

to get involved. And of course, like

there was nothing wrong with it, so

they, you know, put it right back up.

But, you know, frustrating. And the

thing that frustrates me the most is not

like, oh, I, you know, didn't make as

much money from that video cuz it didn't

get as many views, right? Cuz they took

it down. Like, okay, what is the

difference? Like 400 bucks, 500 bucks,

what, whatever, right? I think about it

in terms of you guys cuz I know so many

of you guys enjoy watching all my videos

and you have like certain schedule that

you like look forward to watching and

things like that just like I look

forward to watching stuff and so I hate

it. I hate it when like YouTube gets in

the way or something gets in the way of

you know me posting content for you guys

and it's like you guys come from so many

different walks of life like you know

might be some guy that's got a $50

million net worth in a in a skyscraper

in New York City. Truck drivers like I

know a lot of you guys won't you won't

even watch the videos. You'll just let

it play in the background and listen to

it as you're driving, right? NFL

players, I don't know what it is about

NFL players, they love my channel. It's

crazy, man. Like, no other sport, no

other professional athletes do I get

more professional athletes reach out, I

think, than um than football players,

NFL players. Although, I will say

there's one or two of the biggest

baseball players in the history of the

game. They they they follow me as well.

And you guys know who you are. Okay. Uh,

a lot of Silicon Valley workers like

over the years, you know, people that

work at Meta, people that work at Apple,

people that work at Tesla, which Tesla

is not really a Silicon Valley company

anymore, right? Um, might not be as many

Tesla people watch my content now. I

don't know now that I'm not a Tesla

shareholder anymore, but a lot of you

guys watch the channel, right? Soccer

moms, I know some of you guys watch it.

Timmy's back there trying to talk about

K-pop demon hunters and you're like,

"Shut up. I'm trying to get out of this

Nissan Centro and buy a G Wagon

someday." Okay? Like, uh, come on. Give

me a break here, kid. Okay? This

Nissan's about cutting it. I want the

Gwagon. Okay, I need to listen to

Jeremy. Okay, I appreciate you guys as

always. Okay. All righty. So, first off,

SoFi stock. Let's talk about that one.

Listen,

SoFi. This is a stock that's performed

tremendous for us. Up 269% on the stock,

now up 111,000 on a small position,

right? And when I bought SoFi, it was

more of a spec stock. It's no longer a

spec stock. Congratulations to everybody

who has made some big money on SoFi

stock. I'm sure there's a lot of people

watching this video right now that

you're up very large amounts on SoFi and

congratulations to you. Okay, now

listen. I just signed up for something

something in regards to SoFi last night

and I was not aware SoFi had this. I

know I'm embarrassed. I didn't realize

SoFi had this, but I looked into it and

I'm like, "This is sick. I'm going to

gladly pay for this." So, basically, I

signed up for what's called SoFi Plus.

It's $10 a month, okay? And I get access

to a bunch of different things for this

$10 a month. But the main thing, the

main thing I got access to is right

here. Savings account. I can get 3.8%.

So I like to keep a lot of money as in

six figures, multi6 figures, seven

figures plus just in savings, high yield

savings. That's just collecting me, you

know, 3 to 4% somewhere in there, right?

And so this 3.8% is a very important

number because Ally, I got a lot of

money at Ally. 3.3% they give me. I got

a lot of money at Goldman Sachs. Goldman

Sachs gives me 3.65%.

And so the fact that I can get 3.8% on

SoFi means I will be moving a lot of my

savings money over the next 6 months

over to SoFi essentially. And so I I'll

be honest with you, I won't probably put

any of my savings related money into

Ally or Goldman anymore at this point in

time moving forward. It's all going to

likely be going to SoFi for quite some

time until I get stuff to be as such a

big amount that I'm like, "Okay, maybe I

won't, you know, uh I don't feel

comfortable or something like that,

right?" Which I like to spread my money

around a lot of different banks and

things like that, right? But SoFi, so

this is really big. Now, you get a bunch

of other features along with this, but I

thought it was worth mentioning like for

$10 a month, given how much I have in

savings, there's such a big difference

between 3.8% and let's say 3.6% or 3.3%

or something like that, right? And also

keep in mind, I know a lot of people

that have significant savings like like

they'll have tens of thousands of

dollars or even hundreds of thousands of

dollars sitting in checking accounts.

It's silly, you know, at Chase or at

Wells Fargo, Bank of America, whatever.

Silly. Why would you do that? You're

getting no interest. Like, if you're

going to have money just chilling, move

it to a savings account, right? Like,

it's a no-brainer. And so, for me, you

know, to pay 10 bucks a month to get a

3.8% 8% for a savings account. Money I

can get at any point in time that I can

just transfer and move around, do

whatever I want with, right? I don't

have to worry about penalties, nothing

like that. That's awesome. Is well worth

$10 a month. I can tell you that. Like,

I'm going to get way more benefit out of

that. Like, I'll end up making easily

thousands of dollars, if not tens of

thousands of dollars a year on just

savings I'll have sitting there chilling

at SoFi for $10 a month. I'll gladly do

that. Right? So, I love it. I love it.

Now, in regards to SoFi, here's the

thing you got to understand. This is

what you want to look for when you're

talking about an A+ growth stock. This

is how their revenue should look over

time. This is where SoFi's revenues have

gone on a trailing 12 month basis. This

is where they're at right now, and this

is where they're expected to go. That's

the way you want a chart to look. You

don't want it to be up and down and all

around. You don't want it to be like

insane growth and then it drops way off.

No, no, no. You just want a clear stair

step up and to the right. And it's

exactly what SoFi is doing, which means

a company's executing on a very high

level. And keep in mind, they're

executing on this level, right? When

interest rates are higher, when not very

many people are even taking out

mortgages right now, right? Housing

demand is among the lowest the last

couple years uh that we've seen since

like the great financial crisis. Like

auto loans have not been hot at all. We

know that, right? And so we're not even

in like a great loan environment right

now. And yet SoFi just continues to

stair step up and to the right. And it's

incredibly impressive what this

company's doing. Additionally, one of

the most important metrics you can look

at for a banking related company, keep

in mind, SoFi is banking, but they're

also fintech, right? But for a banking

related company, one of the most

important things you ever look at is

shareholder equity. And obviously,

that's been increasing substantially for

SoFi. Very good to see here. Okay.

Anthony, he might be the next Jamie

Diamond. He really might be the next

Jamie Diamond. the way he's executing

with this company, the way they're

innovating, coming out with products and

services, and they just continue to find

more and more ways to get more and more

customer base. Like, so far's been great

the last, I would say, year or two at

attracting a lot of customers who maybe

had, let's say they had a bunch of

credit card debt, right? And offering

those folks a personal loan at maybe 9%

interest rate. And then those folks will

take that, let's say they had $7,000 in

credit card debt. So, they take out a

personal loan for $7,000 through SoFi,

right? They use that $7,000, go ahead

and pay off their credit card debt,

which was probably they had an interest

rate of probably 25 or 27% on that,

right? And now they pay SoFi, right? And

it's a a 9% weight rate. And a lot of

these people were never even SoFi

customers before. So now they're in the

ecosystem. So now SoFi gets to make

interest on that. But it's more about

the customer relationship you have. Once

you have that customer relationship at a

bank, you got to understand you you

attract a customer at 20 years old, 30

years old, 40 years old, right? You have

a lifetime to sell them new products and

services as their financial institution

of choice, right? No different than

Chase acquired me as a customer, right?

Back in when did they acquire me as a

customer? 18 years old, right? They gave

an offer, got it in the mail. It was

$250.

uh if you if you set up direct deposit

through Chase, you got $250 deposit

after three months, after 90 days

essentially. So, I went ahead and did

that and Chase acquired me as a customer

for life and they've been my main

banking institution I've used ever since

then, right? And keep in mind, I use a

lot of different banks, but they're the

main one I've always used. And so, SoFi,

you want to get in with the

18-year-olds, the 20 year olds, the 30

year olds, right? The 35 year olds, the

40 year olds because now we're talking.

Now, SoFi and I, we're going to start

doing business together, right? Cuz now

I got 3.8% of my savings. I'm going to

start building up that balance over

there at SoFi. And now they might be

able to sell me more future products in

the future, right? And so that's the

name of the game when it comes to being

a bank. You want to be there for

everything. And what Anthony Not is

doing over there is unbelievable, right?

JP Morgan over there, I mean, they just

had a very exciting thing. I don't I'm

sure you guys have seen the press

everywhere. They just opened up their

new brand new headquarters. I've watched

this building go up last couple years. I

went to New York City two summers ago

and I went to New York City last summer

as well. I paid the the building a visit

both times and took a look at it. It's

unbelievable structure and um it's a

huge it's a huge deal in New York City

and whatnot. They opened it. This is

what it looked like and was when it was

under construction. Looked insane. Like

it looks cool now that it's finished,

right? Is like wow that's like you know

definitely captures her eye. Like that's

not an average building. But when it was

under construction, it looked crazy

because it was like just everything was

on these like steel bars. Unbelievable,

right? So maybe SoFi someday maybe we'll

have enough money to build a $4 billion

headquarters in New York City, right?

And take over the city. All right. Next

up, before we get into a hated stock, I

want to let you guys know pinned comment

down there today will be if you're

looking to apply join private stock

group, private wealth group, access to

all my course curriculums, private

Discord chat, see the stocks I'm buying

and selling in my uh Fidelity account,

the public account, thousandx.com.

Right, we're going to be closing that to

new members next month. Do keep that in

mind. So, if you want to get in there,

get in there now. That will be pinned

comment down there. We've received over

1,000 applications in the past two

weeks. Demand has been ridiculous to

join us in the private group. So, we

will be closing that to new members next

month. So, if you want to get in, get in

now. And then once you get in there with

us, we will send you your Steel

membership cards for ThousandX, your

Steel membership card for the private

group. And if you join us on a lifetime

basis, we'll give you a black card, your

lifetime membership card as well. Okay.

All righty, guys. So, hated stock. It is

Honest. Honest is such a hated stock.

Everyone seems to hate this stock. It's

$2.50 a share, down 47% in the past

year. Listen, okay, no one's actually

doing the work unhonest. No one. They're

not even paying attention. They're just

hating on it and just selling it and

just

like it's a bunch of lazy bums in

regards to this company. They don't

understand what's going on. They they

aren't listening to conference calls or

any of that stuff. So, let me do the

work for everybody. Okay? Somebody in

the in the in the class has to do the

work for everybody. I guess it's me.

Okay? Listen, consumption growth for

their total wipes portfolio was up 24%

versus category growth of 3%. It's

unbelievable outperformance of their

wipes business. It is on fire. Honest

Honest Flushable Wipes consumption grew

over 160%

versus the category growth of 2%. 2%.

Unbelievable. And at Amazon, Honest

Adult Flushable Wipes are the fastest

growing flushable wipes with subscriber

growth of up of up more than 100% here

to date. Incredible. Right now, I know

Honest isn't like the sexiest business

and we're talking about diapers and

wipes and, you know, skincare products

and things like that. At the end of the

day, I love growth, right? I love

growth. Now in regards to this, our baby

personal care collection is a number one

natural baby personal care brand in the

United States with consumption growth up

10% in the quarter outpacing category uh

the growth in the category which was up

2%. So another huge outperformance by

honest within baby personal care

portfolio or sensitive skin collection

grew consumption 77% year-to- date.

Consumption is so important because you

got to understand with these big

retailers whether it be Amazon, Target,

Walmart, whoever, right? Big customers

of honest sometimes these companies

place massive order. Now that massive

order gets eaten through over time,

right? Uh but essentially the

consumption is what's really important

because that's like somebody actually

buying a product. So there's like sell

in and then there's sell through. Sell

in is like okay Target places some

massive order so we sell into them right

now. Target has to sell through that.

consumption, we're talking about sell

through. And so those metrics are really

important cuz that's going to let you

know where revenue is going longer term

there as those companies then place

bigger orders in the future and things

like that. Right? Now, additionally, I

thought this was really important. They

were talking about the winding down of

these businesses they're looking to get

out of, right? Which are like low margin

distraction businesses, right? So

basically talks about honesting honest

the with the growth program focusing on

core categories of wipes, personal care

and diapers and the exit of low margin

uh non-strategic categories. Honest.com

they're talking about will wind down by

the end of the year and then they'll be

pivoting to a call for a pass through

site to sales. Uh the Canada business

which they're looking to get out of, we

expect to wind that down by the end of

the year as well. And they're also

exiting their apparel partnership. They

had like sold like baby clothes and

stuff like that, right? And they're

exiting that as well. Baby clothes just

doesn't seem like a very high high

margin business. So, they're going to

get all that done here at the end of the

year, which I like. I didn't know if

that was going to drag into next year.

I'm glad they're just getting out of

that and piecing out there. Okay.

Additionally, this was very important.

So, they're talking about margins for

the company and things like that, right?

So, you talk about they just had their

highest gross margin delivery of over

40%. the eggs of these non-strategic

categories, which is once again

honest.com, the Canada business, right,

the Canadian business, and then also the

clothing business. The eggs of these

non-strategic categories is about 20% of

the business. And these businesses are

well below our average gross margin.

And again, that gives us confidence that

when we get into new business that we

have a strong potential to drive growth

in 2026. And we're happy to share more

details about 2026 when we get on the

earnings call in February. a

macroeconomic environment, blah blah

blah. Right? So, what's going to happen

with Honest essentially as they get out

of those businesses is gross margins are

going to continue to go higher for this

company now. They're also going to be

able to likely drive down SGNA as well.

So, what you're going to see is a

dynamic here with Honest. That's very,

very exciting, ladies and gentlemen.

You're going to witness, honest,

get back to growth in 2027, but in 2026,

you're going to watch the company's

margins actually go higher as they exit

categories, right? And additionally,

you're going to watch their bottom line

get to a healthier place because they're

likely going to have to they're going to

going to likely cut uh quite a bit of

SGNA out of that business, right? cut

quite a bit of employees because those

businesses were were bad margin

businesses that weren't making them any

profits and if anything were costing

them money, right? And now they can

focus their resources on high margin

businesses that actually have growth cuz

they have several businesses. This

company has several businesses that are

amazing amazing businesses, right? And

even the diapers business that was like

the down business during the quarter,

right? Listen, the diapers business,

people didn't even read through the

conference call. Listen to conference

call. That's because last year at this

time, two of their big retailers had a

big like mega sale on diapers. So like

the diaper business looked like the

growth wasn't good, but it was because

of what happened last year essentially.

I'm sure if those two companies did

massive sales again for their diapers,

I'm sure it would have been just fine.

So like, you know, you got to put in the

work. Like people could use

thousandx.com. It's right there for you.

But people would rather surf TikTok.

It's embarrassing. It's embarrassing,

man. They'd rather surf Netflix than

just like actually do the work. like

maybe you should have read read through

the the honest transcript. Maybe you

should have listened to a conference

call and actually saw what was going on

here with the business. But they don't.

They see the stock price going down like

oh sell. Oh, let me take a 30% loss in

the stock. Oh, and then you know a few

years from now on it's going to be 5 $10

$15 a share and they'll be thinking

about the shares I sold at $2.50. Like

it's just just ridiculous, man. But same

old game. So I'll put it to you like

this, right? in regards to honest

getting out of some of those bad

businesses like like for instance

selling baby clothes like okay dude like

I've had three kids you know what

happens with baby clothes like people

just look for whatever is cheap and

whatever is maybe cute and they buy it

and then they never reby from that brand

again there's no like loyalty to that

right these are the two main skincare

products I personally use okay one's

this Esteee Lauder product here that's

pretty expensive and the other one is

this honest product right here okay

those are two main I'll switch off one I

use this one and I'll use this. Right?

This is the sort of product you want to

sell. That product there honest probably

makes that for a few bucks and then they

can sell it for 15 20 25 bucks. Right?

And additionally, people will buy this

product again and again and again and

again and again unlike baby clothes for

instance that they're not going to do

that right and so this is a beautiful

business uh no pun intended in regards

to honest and this is where they want to

focus their attention and then they can

use their marketing dollars rather than

on the Canadian market that that's not a

good market for them or rather on baby

clothes or honest.com they can use their

marketing dollars on selling more of

these and they sell more of these things

right that's very good for their

margins, which then gives them even more

profits that they can market even more

and they can continue to build this high

margin business rather than trying to

focus on these businesses that suck,

right? Like let's let's focus on the

good businesses that are going to bring

us more good business. That's good

business, right? And so that's Carla,

you know, these weren't businesses Carla

got into. You know, when Carla took over

this few business a few years ago, that

was business they were already in the

Canadian market, honest.com, right? The

baby clothes business. Like that wasn't

her choice to go into those business. So

was like Jessica Alba and the old team

that used to be um you know there

Carla's like she's gotten this company

from almost bankruptcy into where

they're at now and now she's just taking

it to the next level and she's like we

got some crappy businesses that we I

inherited and we're getting out of those

crappy businesses and so I love it man.

I love it. So Honest right now is a

market cap that's in the $200 millions

of dollars range, which is just silly

because the way I look at Honest, this

looks like this company will do 20 to

$30 million in net income in 2027 and

beyond per year, right? And I think

that's very doable. So I would say

Honest right now should be a bare

minimum $400 million market cap bare

minimum cuz that puts you at about a 20

PE. That's assuming they do 20 mil,

which is low range. uh that puts you at

a 20 time 20 earnings, you know, on 2027

numbers in 2027 be before you know it. I

mean, heck, we're almost in 2026 now at

this point in time, right? So, that's a

bare minimum this market cap should be

right now of $400 million. I I could

make a strong argument that the market

cap should be $600 million, over double

what it is right now, given that this

company is going to be a company that

will bring in 20 to$30 million bottom

line in 2027 and beyond, right? And then

there's a pretty strong argument you can

make that should actually be 800 million

because what I have here it could be a

lot higher long term. Okay, now that

they're exiting these crappy non margin

accreted businesses and they're focusing

on the high margin businesses. So honest

very misunderstood stock and people

don't put in the work and so they've

sold the stock relentlessly including

another 4% here today and they're all

going to regret it like in my opinion.

We'll see. Maybe I'm wrong. Maybe I'm

wrong but I actually do the work. I

actually, you know, look into this

stuff. I actually going through the

conference call and listening to it. I'm

going through the transcript. I'm like,

"Okay, this this is I'm putting all the

pieces of puzzle together here." And the

puzzle looks pretty freaking good. But,

you know, people would rather just sell

it at two bucks. Okay, sell you a two

buck chuck. You know, then we'll see

where where things are at three years

from now and I think you'll be crying.

Right. Next one up here, AMD stock that

a lot of people sold and man are they

crying now at this point in time. People

were selling this stock earlier this

year at 80 bucks in the 80s and oh are

those people crying their eyes out now

at this point in time. Okay, there's a

lot of things that happened in that

conference call people didn't see,

didn't go through. Got to go through

these transcripts. Got to listen to

conference calls. Very impactful. Okay,

right here. This is very important

talking about basically the ramp of the

business this year, next year, things

like that. Say we have a very good

demand environment into 2026. So we we

would expect the MI355 continue to ramp

in the first half of 2026. Keyword

continue to ramp continue to ramp in the

first half of 2026. And then we

mentioned MI450 series comes online in

the second half of 2026 and we would

expect a sharper ramp as we go into the

second half of 2026 uh for our AI data

center AI business, right? And so

clearly like the 350 series is doing

very well for itself now. It's going to

be nothing compared to the 450 series.

Keep in mind everybody who's everybody

wants the 450 chips. It seems like I I

can't like the cloud service providers

like all the big dogs, they want that

450 series. The 350 series is kind of

like some want it, some don't. Some want

it, you know, to a modest extent, some

want a little more. The 450 series seems

like they have demand. They they they

have so much demand for 450 series, like

it's going to be hard to even fathom how

much demand they have for that. Okay,

but I love the word choice here.

Continue to ramp as far as that goes,

right? Stacy Rascon. Stacy Rascon. If

you watch the reaction channel, you know

Stacy Razon, man's an AMD hater. That's

how I coin him because you know why?

Man, earlier this year said, "AMD,

I don't even know if we really need

them." So disrespectful. Unbelievably

disrespectful to a goat like Lisa Sue.

Are you kidding me? Come on, man. Man's

an AMD hater, so he gets on the call.

Uh, he's real short. My first one for

data center in the quarter. What grew

more year-over-year on a dollar to

percentage basis? Servers or GPU? Sus

says, "Yes, Stacy. I think uh our our

commentary was data center grew nicely

year-over-year in both of the areas. Uh,

both for our servers as well as data

center AI." Yes. But could you I mean,

just directionally, did one which one

grew more than the other? I'm not even

asking for numbers just directionally

than the executive VPs. I'm sorry.

Directionally they are similar but

server is a little bit better. And he

says servers a bit better. Okay. And

then on the guidance so you said that

servers I mean data center overall up

double digits. You said servers up

strong double digits. What does that

mean? Is that like more than 20%. or

like how do I think about what you mean

by strong double digits because again

I'm trying to like I mean for the GPUs

for the year like do you think you're uh

you were saying roughly like 6.5 billion

or like I like I like I like then the

executive PVP steps in Stacy here's what

here's what we guided we guided

sequentially data center will be up

double digits and we said server will go

up strongly and at the same time we also

said that MI350 also going to RAM. So we

did not I don't think what you just

mentioned was what we guided like pay

attention Stacy stop saying like 50

times and pay attention. Then Stacy

jumps on again says okay so I mean if

you say servers are up strongly does

that mean they're up more than the

instinct because you didn't really make

that commentary on instinct? Lisa Sue

steps in and says, "No, look, Stacy, let

me say it." So, data center up

sequential doubledigit percentage. Both

server and data center AI are going to

be up as well. And from the standpoint

of where they are, I think we're pleased

with how both of them are performing.

The strong double-digit percentage

common perhaps was applying to

year-over-year commentary. And Stacy

Rascon dips from the conference call,

right? And it's just funny because like

oh gosh guy just comes off as such an

AMD hater. even if he doesn't intend it

to be like that like when you say things

like you're not even sure you need AMD

then you hop on a conference call and

you're just like gh just right and it's

funny because look at the other analysts

like look at how they like will ask

their questions and then look at the

response Lisa Sue will give here versus

like those other responses they would

give him back right like look at how

in-depth it is versus him like look at

this like you know Lisa Sue is like

talking in paragraphs right Stacy's

getting like sentences back because they

know he's a hater, right? I mean, look

at the look at this. Like, so it's just

ridiculous, right? And um yeah, AMD's

got plenty of haters out there. Okay, no

one talks about the elephant in the room

regarding AMD. And I got to speak about

the elephant in the room because it's

such a big elephant in the room. It's

massive. And it's like almost like the

elephant blends in with the paint cuz no

one can even see this dang elephant.

Okay listen.

AMD, everybody in their grandma knows

this company's about to have a tsunami

of money coming in their way, right?

We've already started to see it. This is

a trailing on a trailing 12-month basis.

Looking at thousandx.com here, look at

the free cash flow of this company.

Skyrocketing. Look at the operating cash

flow of this company. Skyrocketing.

Okay, the the the thing that no one's

talking about, keep in mind this is

still like those numbers you're seeing

little money. Just wait to see the free

cash flow and the operating cash flow a

year from now, two years from now.

You're going to be in shock. Okay. So,

we know what tsunami of money is about

to income to AMD. My question is, what

are they going to do with all this

money? They're going to make they're

going to have money coming in in the

crates over the next two to three years,

right? What are they going to do with it

all? So, they could do a few things.

They could do massive share buybacks

over the coming years. Right now, OpenAI

is supposed to buy a ton of chips. Then

open AI is supposed to get a part

ownership of AMD with how much money AMD

is going to have in coming like they

might end up just being able to buy

those shares back off the market, right?

So keep that in mind. They might

actually ever never end needed to be

like massive dilution to the shareholder

base. They could start paying fatty

dividends to all of us shareholders.

That's a potential, right? I don't think

that's most realistic. I think a share

buyback's more likely than dividend, but

it's a potential. They could buy out

other companies in the space. That's

always a potential as well, right?

But and they already have an amazing

team there. So, I mean, they can always

add some talent here and there, but

gosh, their team is already unbelievable

they have there. And so, there's just

there's not a lot for them to spend a

ton of money on other than I guess they

can spend on massive share buybacks or

do something creative financing wise um

with the company. But, if you look at

like Nvidia, Nvidia's obviously had

boatloads of money coming in. They don't

even know what to do with it. like

they're investing in other companies to

like because they they have so much

money income and they don't even know

what to do with it, right? AMD is about

to have that problem. AMD is about to

have that problem. It's clear as day. We

haven't even seen the 450 series numbers

yet. Like if you think this is big in

terms of the growth of free cash flow

and operating cash flow, just wait a

year from now. Wait two years from now.

Get ready to have your flapjacks flipped

in regards to that. So yeah, that's a

subject that should get more attention

is we know AMD is about to make just

ridiculous money. What are they going to

do with it all? They could just build up

that cash balance to massive amounts.

Keep in mind, you can give still get 4%

on treasuries. So, they could build up

that cash balance in a massive way,

right? Put that in treasuries and just

earn unbelievable amounts of interest

income. They have very little debt on

the balance sheet. They could get rid of

that as well. Like just get that off the

balance sheet and then just, you know,

put massive amounts of money into

treasuries as well if they want. Earn

that 4% which goes straight to the

bottom line. Helps out profitability

even more. And um yeah, very exciting.

Very exciting. So, nonetheless, folks,

AMD is a phenomenal stock. And don't

forget, ladies and gentlemen, do not

forget

6 months ago, people made fun of this

stock. People called it advanced money

decimator. They made fun of it. They

thought it was a dog stock. They thought

it would never start to run. Right? Man,

has the tone shifted now. AMD now really

over the past month I think AMD has

become the most exciting stock in the

stock market. Like there's two stocks

that come into my head if I think about

the past one to two months and the two

stocks that really let's just call it

the last 60 days. Now 60 days there's

two stocks that have become the most

exciting stocks in the market in my

opinion AMD and Micron MU. MU is

benefiting huge from from AMD because

AMD is going to use a ton of uh Micron

memory in uh the 450 series from my

understanding and in other series as

well. And so MU is a huge beneficiary of

that. And so memory is just a hot play

right now. And people play MU for that.

And so those are two stocks that in the

past 60 days they're just have turned

into absolute beasts. And people are no

longer laughing at them. Now they're

saying, why didn't I buy that stock?

Like you know, and this is a stock I

spoke about. How many videos did I make

on AMD over the past 12 months? Like

it's ridiculous. I started talking about

the stock at the end of last year and

then I spoke about it like relentlessly

the first six months of this year,

right? Banging my hand on the table like

AMD, you guys got to look at this. It's

like people aren't paying attention to

it. They're not even paying attention to

what's going on here. The 450 series is

going to be huge. Now, some people are

waking up and they're like, "Oh, wait.

This 450 series. This is going to be

huge." And it's like, "Dude, we were on

this 6 months ago, 9 months ago, 12

months ago. Where where you at?" Next up

here, a stock that is a must buy now.

Okay. So, I don't know if you guys got

to see this short I put out on the

channel. There's a lot of stocks that

are buy right now, but I put out the

short on the channel. It's called 11

stocks to buy right now that spoke about

some stocks in in that particular video,

right? Additionally, I created two the

last two videos on the channel. One is I

just bought a new stock that spoke about

a stock that you might want to check

out. And then this video here, four

stocks to buy now, November 2025

edition. That's a banger as well. So,

you might want to you like stock talk

and stock opportunities. Watch those

videos there. They go very into depth.

But, but there's a stock that is an

absolute no-brainer right now that

everybody should be buying, and it's

PayPal. There's another stock, oh my

gosh, talk about a hated stock. No one

Everybody hates on PayPal stock. Like,

the stock hasn't moved in years. It's

just been a dog. Listen, man. I don't

care if a stock has been a dog for a

hundred years. At the end of the day, if

the fundamentals of the company and the

valuation say buy, I buy. I don't care.

This stock could have been flat for

since uh you know, I know Jesus was on

earth. Like it doesn't matter to me.

Come on, man. It could have been dead

stock since the earth was formed. You

know, it was like like I don't care. At

the end of the day, I I look at the

valuation. I look at the growth rates

and I look at what's expected for this

company. doesn't matter to me. And if it

says buy, I'm going to buy. Ford P on

the stock is 12. 12, ladies and

gentlemen. If it was a dead company,

that's fine. They grew revenues last

quarter 7%. That's not a dead company.

They're they're expected to continue to

grow EPS at a double-digit clip. This is

dead companies don't grow earnings per

share double digits, ladies and

gentlemen. There's no reason this

company should be at a 124p and that

will readjust. Does it readjust in the

next 30, 60 days? I have no clue and I

don't really care. But it will readjust

over the next couple years. I can tell

you that much. And what's going to

happen with PayPal stock is it's going

to be a beast. And this will go from a

stock that everybody disrespected,

everybody hated on, everybody made fun

of to all a sudden people are going to

be like, "Dang, that PayPal company,

they really had something like I should

have maybe like looked at that one a

little bit. Like I didn't really

understand it, but gosh, the growth

rates and the P like maybe I should have

paid attention, right?" And so PayPal

no-brainer. like I have to buy that

stock. And I hadn't been buying PayPal,

but the business is starting to get so

much better. They're starting to

accelerate the growth that I'm like, I

got to step in and start buying the

stock again. And so, I've just recently

started buying the stock again after

those latest earnings. I'm like, come

on, man. You can't just sit can't sit on

your hands on this one. Okay. I hope you

guys enjoyed today's video. I appreciate

y'all for being here. Oh, 10 years

strong now at this point in time. Hey,

if you're ready to take investing much

more serious and how you've been taking

it, you want to know how to do this

stuff on a high level, put in the work,

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have a great