The Market is about to go INSANE‼️Let me Explain

The things transpiring in the stock market are absolutely fascinating. It's flipping flapjacks all over the place in the stock market. Look at the past year for the public count.

One year ago today, the public count was $2.7 million. Fast forward to February 2025, $3.3 million. April 2025, just a couple months later, down to $2.5 million. A month ago, public counts over $4 million, and now it's at $3.5 million. What an absolute roller coaster of a ride you got to

be ready for this one folks it's a lot of twists a lot of turns a lot of flips and a lot of flapjacks all over the place google mcdougall this stock is incredibly strong people are looking like man how is this stock so strong now we're sitting on 60 000 of gains in the public count on google stock up another 3500 here today meanwhile meta stock is just like

insanely weak right now still sitting on 760 000 of gains on this stock even after this kind of crash in the stock we've had but uh this stock is just incredibly weak and people are like, well, how is a stock like Google so strong and a stock like Meta? Because you go back, you know, a year ago, it was a complete opposite story. Meta was the one that was so strong and

no one wanted to own Google. Amazon's another stock. It's lost all of its after earnings gains now at this point in time. That stock is insanely weak. We're sitting

on $127,000 of gains, but recently the stock has been very, very weak. Meanwhile, you

have Nvidia come out with just absolutely blowout earnings and the stock, what does it have to show with it? 5% up. I mean, this is where the stock was just two weeks ago, right? And their earnings were perfection. Like we'll look at some of the numbers in this video, but their earnings report, their guidance, commentary, it was as good as it gets. Like it doesn't get any better than this. And yet

5%, like, you know, the market was expecting a 7% move in either way. It's

not even keeping up with that, right? In this video here today, two core subjects I want to get into okay first one the main one of this video is I'm gonna explain what's actually going on in the stock market right now not a lot of people understand all the ramifications what's going on here they're looking even at things outside the stock market like Bitcoin and how this works together very important I

explain that in this video here today okay I'm gonna take you back and show you everything and how this whole movie plays out essentially number two the stocks I will be buying over the next week or two understanding with what's going on out there in the market. One thing and one thing only I need from you guys, if you could please just smash that thumbs up button on this video, that little

like button, that would mean the world to me. Thank you so much for everybody that's already done that. You are the best. Okay. Additionally, make sure you're subscribed to here to the channel. So you see more of my videos in the future. If

you enjoy my content. Okay. Additionally, I want to say, I appreciate you guys more and more every single day. You know, I've, been kind of blowing up on X over the past year. I took that over. Somebody used to run X for me in the past, somebody from my team, but I took that over in the past year and I run that exclusively now. And man, X is so annoying. Like there's

just so many like people that don't understand anything and they just, you know, noobs to market gamblers. And I just appreciate you. Like every time I'm like on X, I just appreciate all you guys so much more here on YouTube because you guys are here to learn. You're here to hear my perspectives and opinions and everything like that. Right. And you're not always going to agree with me. And that's fine but

that. Right. And you're not always going to agree with me. And that's fine but like you guys are just such a level up so much more mature than like the X community, man. Sometimes I'm just like, I got to do it because it is an important platform, but it's just like, sometimes I just get annoyed with them, man. I appreciate y'all in the biggest way. Every time I get done with that,

man. I appreciate y'all in the biggest way. Every time I get done with that, I'm like, oh, thank goodness I get to actually post for some actually intelligent people on YouTube, okay? Additionally, want to let you guys know, we are now only eight days away from the big black Friday sale, 4000xstocks.com. That is the entire software suite and the education portion of 1000x as well, okay? And when you join us in

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will be pinned comment down there. It is coming up here fast. It'll be here before you know it. Okay. Already, ladies and gentlemen, are you ready to rock and roll? Let's get into this. Very important. If you look at the market

roll? Let's get into this. Very important. If you look at the market since the 2022 low. which was in the fourth quarter. The Qs, which think of that as like NASDAQ 100, the big 100 market cap stocks in the NASDAQ, it's up 124%, a shocking move. If we went back to

late 2022, no one saw this coming. No one. Even people like Tom Lee were starting to get really kind of bearish and just like very...

very calm with their tonality. Let's just put it that way. Anybody that was bullish was scared to even mention they're bullish at that particular time because you've been in basically a year-long downtrend and then the bears were in full-on onslaught. All the Wall Streeters were so negative on the market. I'm just telling you guys, no one saw this coming, the 124% gain since that low. In three years, no one. No one.

Not one bull, not one bear. Incredibly, right? Now, why has this happened? That's a

very important thing. It's really been led by four core things. The first is big tech's revenue growth. Big tech was in a bad spot at the end of 2022 going into 2023 when it came to their revenue growth. And they completely reversed that.

And big tech has gotten back to very strong revenue growth over the last three years. That's... one of the big reasons this gain has happened. Additionally, if you look

years. That's... one of the big reasons this gain has happened. Additionally, if you look at the big tech stocks, the ones that matter the most to the market, they've had earnings per share increase quite dramatically and margins. We're talking gross margins, net margins have been increasing quite dramatically for those companies as well. The only one I can think of that's a big dog company that hasn't had that is Tesla, but outside

of them, like basically every single other stock out there has basically had major earnings per share and margin expansion as well over the last three years. Additionally, big share buybacks. Almost all these big tech companies, pretty much all the big tech companies have

buybacks. Almost all these big tech companies, pretty much all the big tech companies have been doing massive share buybacks and that helps your earnings per share even more right and then we can say chip spending has definitely helped this whole wave as well with nvidia stock nvidia has become the biggest market capitalization company in the entire world it definitely used to not be like that and that has definitely helped push the

queues up as well right so those four things are why the stock market has increased as much the federal reserve lowering interest rates a little bit hasn't done a dang thing. It hasn't mattered at all, just to be quite frank. And even when

dang thing. It hasn't mattered at all, just to be quite frank. And even when the Fed was starting to raise it, it's still raising interest rates, the market was already going up. And that's because big tech revenue started to trend the other way, right? Earnings per share, margins started to increase. It did a lot of firing of

right? Earnings per share, margins started to increase. It did a lot of firing of employees, all that sort of stuff. So the market was already bouncing heavy before, way before the Fed could even think about stopping to raise rates or even think about cutting rates. These are the four main reasons why the stock market has increased so

cutting rates. These are the four main reasons why the stock market has increased so dramatically in specific the top of the market over the past three years okay now what if i told you what if i told you all the three of these four categories are under attack over the next 24 months what three categories are

they earnings per share and margin growth big share buybacks and chip spending they're all potentially under attack the next 24 months and let me explain it to you like this this is extremely important everybody understands this okay What's occurring right now is unbelievable spending when it comes to all these companies on CapEx and, you know,

with all the NVIDIA chips and then building out these massive data centers and everything like that. All these companies are spending a fortune. When I say all these companies,

like that. All these companies are spending a fortune. When I say all these companies, I'm talking about the big dog companies, the Metas, Googles, Amazon, Oracle, like go down the whole list of them, OpenAI, et cetera, et cetera, right? So this ends up catching up to you in a pretty substantial way. Okay. And here's why. So let's

say Meta spends $72 billion on CapEx in 2025. Okay. Now let's say they're going to depreciate all this CapEx over the next six years. Because a lot of these companies have now moved to five or six year cycles. Some are at five and a half year cycles or say. So all of a sudden, Meta has to start taking a $12 billion depreciation hit per year. They have to take that in 26,

27, 28, 29, 2030, and 2031. Okay. That's already a big number. That's going to kill a lot of your earnings per share growth because it's hard to... your net

income $12 billion a year. But here's the issue. Meta has already been spending and they're going to keep spending even more aggressively, right? Zuckerberg is talking about much more aggressive spend next year. So maybe they bumped that up to $90 billion of CapEx in 2026. They need to depreciate that over six years. That's another $15 billion depreciation

in 2026. They need to depreciate that over six years. That's another $15 billion depreciation hit per year. So now Meta is getting hit $27 billion of depreciation.

Ooh, do you see where this starts to become a problem with your earnings per share? Right. And everybody that if you understand income statements, well, you know what I'm

share? Right. And everybody that if you understand income statements, well, you know what I'm talking about right now. If you don't understand income statements, I apologize. But, you know, understand income statements. Join my private group like, you know, take a college course on accounting, like, you know, do something. OK, get the sale for Black Friday for Thousand X. We have a whole basically module inside Thousand X that explains income statements. Everybody

X. We have a whole basically module inside Thousand X that explains income statements. Everybody

that understands income statements, you know what I'm talking about right now. Okay. Now, Meta,

let's say they bumped that up to $102 billion, a very small increase on a percentage basis. That's only a little over 10%, you know, increase of CapEx into 2027,

percentage basis. That's only a little over 10%, you know, increase of CapEx into 2027, right? They still needed then to appreciate that over six years. That's another $17 billion

right? They still needed then to appreciate that over six years. That's another $17 billion hit. Now we're talking about Meta's now taking $43 billion depreciation hit per year, $43

hit. Now we're talking about Meta's now taking $43 billion depreciation hit per year, $43 billion, ladies and gentlemen. It's hard to increase your net income $43 billion. So

what ends up happening essentially is your depreciation starts to become so massive. It basically

is wiping out all your net income increase. And it looks like you can't grow your earnings per share as a company. That's no bueno. That's no bueno. And

then you can say, well, maybe investors start to judge these companies just on EBITDA, right? Which is earnings before interest, taxes, depreciation, amortization. That's a possibility

right? Which is earnings before interest, taxes, depreciation, amortization. That's a possibility and EBITDA is an important thing to look at, but you got to understand people really like the net income in the EPS because some people look at EBITDA as BS earnings essentially. Why? Well, if you're just looking at your earnings, but you're

not taking into account all the interest you might have to pay if you took out a bunch of debt or the depreciation and all those sorts of things like your taxes, like people are like, well, that's not giving you the full picture. That's

just a very small window. How much are you actually bringing home at the end of the day? Where's the bacon at? And how much bacon are you actually bringing?

Because this is like, we still need to divide up the pack of bacon at this point in time when we're talking about EBITDA, right? And do you know who would always call it BS earnings? The late great, rest in peace, Charlie Munger.

Buffett's right hand man. He said, I think every time you see the word EBITDA, you should substitute those words with BS earnings. Here's the deal, okay?

eBay is important to look at, but the moral of the story is on a mathematical basis, right? Companies, all these big tech companies that are spending a fortune, their earnings per share and their net income, it's going to be really hard to increase those in any substantial way over the next few years because these companies' spending is so out of control. It is getting so insane where some of these companies

are now spending more in a quarterly basis, then they're bringing in profits, ladies and gentlemen. That's how extreme it's getting. And these companies are talking about taking it up

gentlemen. That's how extreme it's getting. And these companies are talking about taking it up to another level in 2026. This is all going to catch up at the end of the day. This is all going to end up catching up because you can only get away with that for so long before the market says, nope, no more of this. This is out of control. So all this depreciation is going to start

of this. This is out of control. So all this depreciation is going to start to kill net margins of these companies over the next few years. And it's going to kill earnings per share growth. Right? That's a problem. And so we're about to run into a situation that we haven't had for years, which is going to be around earnings per share and margin growth. That's going to be tough. Like some of

these companies, their earnings per share and their margins could start heading the wrong way in 2026 because of the massive amounts of depreciation. Okay? What about share buybacks? The

big share buybacks? Uh-oh. Here's the deal. If all these companies are spending, you know, $50 billion, $100 billion on CapEx.

Guess what? They don't have all the extra money to go spend on share buybacks.

So if they can't buy share buybacks, remember almost all these big tech companies are always diluting shareholder value. You know why? Because they're usually issuing a ton of shares to their employee basis. In the tech field, it's very commonplace to essentially get paid out in a lot of your equity in shares, right? So these companies are going to have to cut back massively on their share buybacks. The only one that I

think could get away with doing massive share buybacks over the next few years is Nvidia because they're the ones that actually bring in home all the money, right? And

they don't have to deal with the crazy amounts of depreciation that all these other companies do. So the share buyback situation might actually get much tougher because these

companies do. So the share buyback situation might actually get much tougher because these companies are like, we need to spend, like Meta's worried about spending $72 billion this year. Next year, they might spend $90 billion on CapEx. Where's Meta going to get

year. Next year, they might spend $90 billion on CapEx. Where's Meta going to get the money that's going to eat all their profitability? All their profitability is just going straight to CapEx. So they have nothing left to spend on share buybacks.

Which means, if anything, the share is outstanding, could potentially go up. Uh-oh.

So there you just lose another leg of what's carried us higher over the last three years, which is share buybacks. And what about the last one? Chip spending. Well...

Most of these companies are not going to be able to increase their CapEx in any substantial way in 27, 28, or 29 because the depreciation is going to catch up to them in such a major way. And the massive CapEx numbers is going to catch up to them in such a substantial way, right? Which means chip spending, in terms of the growth, that doesn't mean these companies are going to stop spending.

That doesn't mean if Meta goes to $90 billion at CapEx, that doesn't mean suddenly Meta's like, we're not spending on CapEx anymore, cut it to zero. No. They could

just do $90 billion again the next year. But the problem with that is then you're getting no increase in the amount of spend with somebody like NVIDIA, which means NVIDIA's revenues then do what? They flatline. If NVIDIA revenues start flatlining, no one wants to own NVIDIA stock when it starts to flatline revenue because usually what happens with NVIDIA, once they flatline revenues, revenues start going negative. No one wants to

own NVIDIA when the revenues are going negative. There's just no way around that, right?

So we run into three issues all simultaneously. That's a problem.

That's a problem, right? Now, if we look at the biggest market cap companies in the world, right? We got NVIDIA there, which NVIDIA in 27 and 28 could end up having flattish revenues. These days of insane revenue growth are going bye-bye in 27 and 28, right? Microsoft's going to run into a massive depreciation problem. Google's going to run into a massive depreciation problem. Amazon's going to run into a massive depreciation problem.

Broadcom's likely going to have a slowdown in 27, 28. I don't know if their revenues will necessarily go flat, but... definitely have a big slowdown from what their growth rates will be in 26. Meta is going to have a major depreciation problem. TSMC

is going to have a major slowdown in their business. And then Tesla is going to have a major depreciation problem as well. Now, with that being said, me personally, how do I look at this? Well, I'm going to look through the massive depreciation problem. I will look through it. At the end of the day, I have no

problem. I will look through it. At the end of the day, I have no problem investing into companies that that have major depreciation. I do this, like Cheesecake Factory. I love Cheesecake Factory stock. They have lots of depreciation. You know why?

Cheesecake Factory. I love Cheesecake Factory stock. They have lots of depreciation. You know why?

Because they have all these restaurants and they have all this equipment. And so lots of depreciation that company always has to take. Wynn Resorts, a resort company I love, right? Guess what? They take usually 100 million to $200 million per quarter of

right? Guess what? They take usually 100 million to $200 million per quarter of depreciation hit because they build these massive resorts. So I'm no stranger to buying companies that have major depreciation. And it's fine with me because at the end of the day, like depreciation is a non-cash expense. So it's not as bad as it looks.

And especially with the stock, I put it up here, right? I said, especially with the stock like Amazon, for instance, right? Amazon, Amazon has always had massive depreciation. This is nothing new for them. It's a bigger issue if you're a

massive depreciation. This is nothing new for them. It's a bigger issue if you're a company that's usually asset-light. That could be more of an issue, a la Meta, which is my biggest investment in the public account, a la Google, right? Although Google's over the years has gotten more asset-heavy, a la Microsoft. Those sorts of companies, Oracle, they've

usually been seen as more asset-light business models, high margins. Unfortunately, that's all changing now.

And so those companies are now becoming very asset-heavy. And so they're going to have to deal with this massive depreciation that they haven't had to deal with. Amazon has

been a low margin like business forever. Amazon has been an asset heavy business like since I got in the market in 08, 09. This is nothing new. Amazon's been

building the biggest data centers in the world for the longest time, right? For all

their AWS cloud business and the big dogs of the big dogs. They've been building all these massive warehouses all over the world, right? And their fleets of vehicles and their fleets of airplanes and all this stuff. They depreciation is nothing new for Amazon.

So if there's one company I'm looking at that I'm like, I'm not worried at all about this. It's Amazon. This is nothing new for them. I do worry about the other companies because their margins are going to start going down substantially. And how

does the market take that? Their profitability is going to start eroding, right? And people

are going to be like, do I really want to own an asset heavy, blah, blah, blah company? I like them because they were asset light. That's going to be a big problem. Amazon's nothing. Like they've been asset heavy for the longest time. They're

going to be asset heavy until their company's, you know, gone, which, you know, might not be in our lifetimes, but someday that company will be gone and they'll always be an asset heavy company. So that's my personal view. I'll look right through it.

I'll continue to buy Amazon shares like Amazon under 250. I'll continue to buy that.

It goes under 200. I'll buy it heavy. I don't care about like the fact that they're spending heavy. They'll get the return on investment. This is not Andy Jassy's first rodeo. He's been spending heavy. You know, he's the one that really built out

first rodeo. He's been spending heavy. You know, he's the one that really built out AWS over the last, you know, decade, two decades at this point in time, right?

And so I have no issue with that. Now that leads me to Nvidia stock, right? Nvidia stock. I made a prediction, I think it was about a year ago

right? Nvidia stock. I made a prediction, I think it was about a year ago now at this point in time, that Nvidia stock will basically be stuck in the 125 to 200 ish range for years, right? And I still stand by that at the end of the day, like in the reason being is no one can get that excited about Nvidia. They just reported the most insane earnings report you could. There's

nothing bad you can say about that report. I ran the numbers. It's unbelievable. The

income statement is an A+. It's 100% perfection. The guidance was insane. It was way ahead of what Wall Street said. And it can't even make a big move up.

You would think the stock would be up 20%, 25% after hours. Blowing numbers out of the water like that, having the guidance it has, but everybody's looking through that because they understand that. the problems that are gonna be coming in 27 and 28 for this company. And so that's why that stock just remains stuck. And so when people get bearish around Nvidia, they'll sell it down to 125. When people get very

bullish around Nvidia, which we're certainly, like this is pretty much as good as it gets in terms of the news cycle for Nvidia, right? They'll bid it up to that low 200s and then it's just stuck there. And so you can't get any major move up, right? And you also can't get like a total collapse in the stock because, the profits are still so amazing and will still be amazing. Even if

they go flat revenues, right? They're still going to be making so much money. It's

ridiculous. And the balance sheet's phenomenal. So like it's a hard stock to really like bet against in any major way, but also it's a stock that's very limited with upside now at this point in time. And so that's just is what it is for Nvidia. And, um, Yeah, it is what it is. Now, what's that lead to

for Nvidia. And, um, Yeah, it is what it is. Now, what's that lead to AMD? Because you might say, okay, you know, if these companies aren't going to be

AMD? Because you might say, okay, you know, if these companies aren't going to be increasing CapEx much at all in 27, 28, 29, let's say they're flat CapEx-wise, well, what does that mean for AMD? Here's the deal. I let my private stock group members know this. I said, with AMD, right? They're going to be grabbing market share 2027, 2028, 2029. They're not counting on major CapEx increases

at Meta, at Google, at Amazon, at Microsoft, at OpenAI, all these companies, Oracle. They're

not counting on that. They don't need that because they're going to then be grabbing market share. Nvidia is still building actually market share on AMD right now in this

market share. Nvidia is still building actually market share on AMD right now in this space. The raw numbers out of Nvidia is substantially bigger than AMD. AMD finally starts

space. The raw numbers out of Nvidia is substantially bigger than AMD. AMD finally starts to eat into the numbers really in 2027. And that's because in the back half of 26, the 450 goes into production. And that's a chip that everybody and their grandma wants in big tech, right? And the sales numbers will be incredible. And so

AMD finally starts to eat into market share, 27, 28, 29. So they're not... counting

on that. They're not like the company that's benefited huge from this. NVIDIA is the company that's already benefited huge from this. Okay. So AMD is a company that's about to benefit huge from this. And AMD is the value play. So as these companies start to realize, crap, man, we don't have it to keep increasing capex substantially in 27, 28, 29, they're going to realize we've got to go for the next best

thing. that's at a very attractive price point and that's AMD. And so AMD will

thing. that's at a very attractive price point and that's AMD. And so AMD will really be able to eat into market share quite substantially. I don't think a lot of people are even aware like how big this is going to be. And so

right now, AMD's stock is moving with Nvidia. Like if Nvidia stock goes down in a day, like AMD goes down. If I was looking after hours, AMD stocks up because Nvidia stock is up, right? And I'm like, Wall Street doesn't get it yet.

They don't actually understand there's a major difference between the business model that is NVIDIA and the business model that's AMD and where these growth rates are going for these companies over the next few years. There's gonna be a big divergence here. Some Wall

Streeters are starting to get it because you can see already in the shorter term, AMD stock is starting to outperform NVIDIA quite substantially. But they don't fully get it yet. It's not widely known that, oh, AMD is going to be a market share

yet. It's not widely known that, oh, AMD is going to be a market share stealer in 27, 28, 29. But they will get it as AMD numbers start to hit more and more. And what you're going to see in 26, you're going to have a very exciting quarter that happens in 2026. You're going to have, for the first time in years, you're going to have a quarter that I can't predict whether

it's going to be the second quarter, the third quarter, the fourth quarter, but you're going to have a quarter in 2026 where AMD's revenue growth rate is going to be above Nvidia's revenue growth rate. And it's what I'm going to call the great flip. The great flip in the stock price has already started in regards to AMD flipping on Nvidia. In terms of revenue growth, that's the next tier. And

that's when these Wall Streeters really start to get it, when they see, oh my gosh, AMD's revenue growth rate is actually ahead of NVIDIA. My guess is we'll probably get that quarter between the second quarter and the fourth quarter. I don't think we'll get it in the first quarter. It'll probably be somewhere between the second quarter and the fourth quarter. We'll get that first quarter where AMD's revenue growth is ahead of

NVIDIA's. And everybody's going to flip their flapjacks and be like, oh my gosh. my

NVIDIA's. And everybody's going to flip their flapjacks and be like, oh my gosh. my

gosh. And so if you think AMD is exciting stock now, just wait till they flip Nvidia on revenue growth rate. And people are like, oh my gosh, I cannot believe this happened. Right now, in regards to the spend, right? The CapEx,

you always have to consider like, what if something else happens, right? What if open AI and all these other big tech companies, what if their revenue absolutely goes insane? Like they start growing way more rapidly than what they're growing right now.

goes insane? Like they start growing way more rapidly than what they're growing right now.

Right. And I'm talking as a percentage basis. Then you can say maybe they could actually up CapEx in a substantial way in 27. That's a potential. Right. If Tesla,

Amazon, Google, Microsoft, Meta, Oracle, OpenAI, all these other companies, if they really just grow way more rapidly than anybody's anticipating when it comes to top line, then you could say maybe they could keep up like, up in these CapEx numbers to shocking numbers. Like could Meta go from $72 billion in spend this year to like $120

numbers. Like could Meta go from $72 billion in spend this year to like $120 billion in spend? They could, but like they're going to have to increase revenue at a much more rapid clip than what they're increasing right now. It would have to be like way more dramatic. So, but it is, and this is a thing you've got to take into account in the stock market, right? I never bet on absolutes,

right? I think things are going to play out a certain way. But that doesn't

right? I think things are going to play out a certain way. But that doesn't mean that's the only range of outcome. That's one of the things you learn as you get more experience in the market. You think you're probably gonna be right, and you might be right. If you put enough work, right, and you study this stuff long enough, you got enough experience, you're probably gonna be right. But you might not

be right. And so that's where you take a range of outcomes into account, right?

be right. And so that's where you take a range of outcomes into account, right?

And so when I look at a range of outcomes here, my guess is the highest probability is the big tech companies are gonna be growing their revenue in that 10 to 20% range. 2026 through 2028, right? Which means they cannot afford to up CapEx in any substantial way in 27, 28, 29. But there's also a potential, like

maybe these companies all grow revenue much more rapidly in, you know, 26, and maybe they jump up to 25 to 35% growth. Like Meta's latest quarter, 26% revenue growth.

Like maybe Meta goes to 33% revenue growth, 35% revenue growth, 37%, something shocking like that. If that happens, all bets are off. Like maybe they could actually increase CapEx

that. If that happens, all bets are off. Like maybe they could actually increase CapEx substantially in 27, right? That's a potential. And then it's like, what if all these companies start growing at revenue 35% plus? Like that's a super low probability. That's like

the 1% probability or less, but it's a possibility, right? And then NVIDIA, who knows, maybe they will become a $10 trillion market cap or something like that. But there's

also another range of outcomes you got to consider. And that's what if these companies revenue actually starts to the growth acceleration actually goes the other way in 2026. And

maybe these companies start growing like revenue less than 10%. That would be tough. Like

imagine if Amazon, Google, Meta grew less than 10%. I think it's a pretty low probability, but it's a possibility. And you have to consider that, right? And then what if these companies revenue started going down? Once again, not super realistic, in my opinion, I call it a less than a 1% probability, but it's a possibility. So always

understand you've got to look for a range of outcomes in these situations. Never just

bank on one thing happening, okay? And so that covers that portion of the video and what's going on there and the market and all that good stuff, okay? Alrighty,

next up here, the stocks I will be buying over the next week or two and all those sorts of things. By the way, I hope you guys really enjoyed that first portion. Like that was just straight educational and kind of looking at the stuff and mathematics and all that good stuff. Like I hope you guys really enjoyed that. And I hope a lot of you guys love that sort of stuff. Right.

that. And I hope a lot of you guys love that sort of stuff. Right.

Because, you know, that's that sort of in-depth stuff. I think you guys look a lot of you, my big fans, you guys look for me for this sort of stuff, like to break this down and like explain the math behind it and all that sort of stuff. So I hope you enjoyed that. Okay. All right. So let's

talk about some stocks. I'm looking at buying over the next week or two. Okay.

I'm looking at Elf. Elf's definitely a stock I'm looking at at this point in time. We've made an insane gain in the public account on this, 878%. But I'm

time. We've made an insane gain in the public account on this, 878%. But I'm

definitely going to be looking across my portfolios at Elf. Elf's very attractively priced right now. Is it as attractive as it was back in the tariff drama? No. But

now. Is it as attractive as it was back in the tariff drama? No. But

at the end of the day, it's $70. It's a good value here. I think

Elf long term is going to $200 plus, if not $300 plus. Meta's a great deal right now. I mean, I kind of want to buy some more Meta. I'm

looking through the whole depreciation situation they got going on for the next few years.

But... My problem is I have a lot of meta. I have a lot of meta, right? Even after this massive crash in meta stock, like still almost a million

meta, right? Even after this massive crash in meta stock, like still almost a million dollar position in the public account. SoFi is a stock I'm still looking at. Like

SoFi has been an incredible performer now up 221%, up 92,000 in the public account.

But that's a stock I still like here. The more I look at SoFi, the more I'm like, just so convinced they're going to become a financial giant. And financial

giant, we're talking about hundreds of billions of dollars in market cap long term. And

that's why I think SoFi has the potential to go over the next seven to 10 years. And so, you know, there's going to go through a lot of ups

10 years. And so, you know, there's going to go through a lot of ups and downs over time. But as long as Anthony Noto makes it through the storms of that company, they'll be fine. Google, Google's now at fair value. Google doesn't interest me as much. Google was really interesting, but now it's approaches that $300 price point.

It's at fair value, I would put it. There's a lot of excitement around Google.

Obviously, the stock has turned huge. A lot of excitement around Gemini. And some people are saying, I was reading on X, some people are saying Gemini has now passed up OpenAI in terms of ChatGPT, which... It doesn't surprise me if it does. Like,

you know, and I think that's debatable, but if it does, it doesn't surprise me at all. Like Google has been working on AI for a long time and they've

at all. Like Google has been working on AI for a long time and they've always been the company in the world that I would say always has understood AI, algorithms, all those sorts of things in a much more intelligent way than anybody else.

But we'll see what shakes out with that, right? And by the way, that space is going to be incredibly valuable. You got to understand, like whoever wins, you guys ever see the movie Iron Man and Jarvis, right? Right. You understand whoever wins that as the personal assistant of humans is going to be absolutely massive. Right.

And so imagine people are going to be some people are already starting to use these platforms like this. But imagine the future where, you know, Gemini or, you know, a chat GPT or whatever. It knows everything about you. It knows how tall you are, your weight, your health, how you eat. the type of music you listen to, your lifestyle, how much you work out, all these sorts of things, right? It's all

tied in. It knows everything about you, kind of like Jarvis in the Iron Man movie, right? Imagine how valuable that will be. It'll be the most valuable product we've

movie, right? Imagine how valuable that will be. It'll be the most valuable product we've ever seen in human existence, and it's not even really close because that thing will be able to tell you exactly what you should do at all times, right? Like,

hey, you know, your heart rate's a little out of whack. You should go see Dr. Blah, blah, blah, right? Hey, you've been asking me about, you know, you... how

your chin looks, like maybe you should go see this plastic surgeon, right? And it's

gonna be able to like drive business to so many different businesses, right? And it's

like, hey, you know, I think you're feeling like Mexican food tonight, you should go to this restaurant. Like the potential there is bigger than anything we've seen in history, right? Because Google search has really been one of the biggest things to ever happen

right? Because Google search has really been one of the biggest things to ever happen in human history in terms of a great profitable business model. And the reason being is it knows so much about you, you're typing in so much to Google search over time, right? That's an incredible business model they built there. But this next wave is Gemini, ChatGPT. Like that's going to be a whole different level, you know, in

terms of how much it knows about you and the sort of business it'll be able to drive. And that will be likely the most profitable business we've ever seen in human existence. So just understand that game. And that's just one component of AI.

But that game is really big. And that's why Google wants to fight hard in that space. That's why ChatGPT will fight hard in that space and others will as

that space. That's why ChatGPT will fight hard in that space and others will as well. Because, man, I'm telling you, whoever wins that battle, whoo. Baby, is that going

well. Because, man, I'm telling you, whoever wins that battle, whoo. Baby, is that going to be big? That is going to be huge, okay? Celsius, another stock I'm looking at here. Celsius, I mean, just is a very, very good value right now. Very

at here. Celsius, I mean, just is a very, very good value right now. Very

good value on that one for a company that's on their way to becoming a drink giant. And they got the Pepsi distribution now at this point in time. Like,

drink giant. And they got the Pepsi distribution now at this point in time. Like,

they got a runway of U.S. growth that's incredible and then international growth. Like, that's

going to be insane. Now that they got the Pepsi distribution for all their businesses, like, oh, my gosh. Like, can you imagine... Like energy drinks is such a underappreciated business, in my opinion. Like one of the best stocks, you know, really over the past 25 years has been Monster Beverage, right? And just an incredible performer. I

used to own that way back in the day when it was Hanson's Natural Beverage and just an overlooked company. And, you know, you don't always just need to own tech companies. Like some of the best performers you ever get. Like look at Elf.

tech companies. Like some of the best performers you ever get. Like look at Elf.

Elf gave me 878% return, right? Like, not a tech company. SoFi, you can make an argument that they're more banking than tech if you want, but look at 221% gain. You don't always need to be in tech companies, okay? So Celsius is a

gain. You don't always need to be in tech companies, okay? So Celsius is a great company. Amazon, you know, people look at that as tech, but you could also

great company. Amazon, you know, people look at that as tech, but you could also look at that as just infrastructure and commerce in general, right? Amazon's a great buy now. Fubo's a great buy in my opinion. It's more speculative, obviously, with Fubo, but

now. Fubo's a great buy in my opinion. It's more speculative, obviously, with Fubo, but man, I'm really excited to see their financials over the next couple quarters, especially that top line in subscriber growth. Estee Lauder, EL stock. I mean, what a great deal that stock is. Phenomenal turnaround going on there. One of the most underappreciated turnarounds, I think, in the stock market right now. Cheesecake Factory up $10,000 on that so far.

What a steel deal cake is. I got a lot of stocks that I'm just looking at. I'm like, oh my gosh, he's just trading at these sorts of valuations.

looking at. I'm like, oh my gosh, he's just trading at these sorts of valuations.

PayPal? PayPal? Oh my gosh. Like, I love that stock. I love that stock. Like,

oh my gosh. American Express, another banger there. Salesforce, CRM, another banger there. Like

Salesforce, I don't think people are understanding like the revenue growth rates at companies. They're

about to go through a revenue growth acceleration phase in 26, 27. And I don't think anybody's even factored that in. So that's going to be really exciting. Adobe, I

love the acquisition. They just made, that's one of the most hated stocks in the market. It's facing tax loss harvesting. Some of these stocks are facing tax loss harvesting

market. It's facing tax loss harvesting. Some of these stocks are facing tax loss harvesting right now, like a PayPal, like a CRM, like an Adobe, because at the end of the day, like people just, you know, They've likely lost money on this for hedge funds. So they sell. It doesn't matter what the valuation is. They're just selling.

hedge funds. So they sell. It doesn't matter what the valuation is. They're just selling.

Because they need to write it off against Nvidia gains. Nike, another great stock that's priced very attractively, honest as well. And I don't know if you guys watch my reaction channel, Jeremy LeFave Makes Money, but I spoke about in this video I released yesterday on the channel, looks like 84,000 people have gotten to see it so far.

Three new stocks I'll start buying. That goes into three brand new stocks that I'm going to start likely positions in in 2026. So if you want to hear me talk about some brand new stocks, definitely enjoy that video. Very exciting day. I just

signed up a bunch of awards. My wife had me sign up. Last week, we had four people join the seven-figure club and 15 people join the six-figure club. My

guess is those people actually probably reached it in October and then were just straggling and finally got to submit for the awards last week, essentially, but obviously very exciting.

Remember, you're playing this game where your net worth is going to go over the next five, 10, 20 years. You're trying to position yourself now for... looking back in five years, 10 years, 20 years from now, I'd be like, dang, that was a good decision, right? As you know, I've been in this game now 17 years and I'm able to look back and be like, thank goodness you got into this Jeremy.

Thank goodness you started investing. Thank goodness you bought this stock. Thank goodness you bought this stock. Thank goodness you like, you know, had more income than expenses and stayed

this stock. Thank goodness you like, you know, had more income than expenses and stayed focused all these years and things like that, you know, because because of that, I'm able to live this sort of lifestyle. I'm able to live in those sorts of things. And man, just be in a very different financial situation than if I, hadn't

things. And man, just be in a very different financial situation than if I, hadn't gone down this route of investing for the past 17 years i can tell you that much so remember while you're playing this game okay pinned comment down there if you have not entered in for the sale yet make sure you do that thousand x cl if you're not in my private private group like you've got to get

thousand x at least that is an absolute non-negotiable must and we'll be pinned comment down there and look forward to that get the entire software suite the education portion of that thousand x is phenomenal as well it has 12 different education modules. It

goes very in-depth on very core subjects you need. And that sale is only a few days away now at this point in time. So pin comment to get down there and get ready for that. And then we'll send you your steel membership card to your house. Much love and have a great day.