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Financial Education

@FinancialEducation13 videosEnglish channel

2026-11-131 video

2026-11-13

We gotta Move NOW‼️

We gotta Move NOW‼️

5 bull · 0 bear · 14 neutralYouTube

AMD NVDA AMZN AAPL MSFT GOOGL+10

AMDbullishlong-termUnder his base and bull cases, the host sees AMD reaching $160B-$195B revenue by 2030 and a $1,000-$2,000 share price over the next few years; he holds long-term with no interest in selling near $500.Source
Market Breadthpositive for stockslong-termThe host notes 51.4% bearish sentiment and treats extreme bearishness as a contrarian buy signal, arguing such levels have produced great two-to-three-year returns.Source
ValuationneutralThe host puts the S&P 500 forward P/E at about 18 and calls the market fairly valued, with no valuation bubble but also no deep discount.Source

NVDAneutralThe host says Nvidia has issues but the numbers remain great; near term the key is stabilization on a new CEO announcement rather than an immediate rebound.Source
AMZNneutralThe host sees Amazon as very undervalued and not a problem among index leaders.Source
AAPLneutralThe host has long-standing valuation concerns on Apple but does not think that means the stock must fall.Source
MSFTneutralThe host views Microsoft's valuation as very fair with no notable problem.Source
GOOGLneutralThe host sees Google as undervalued.Source
AVGOneutralThe host sees Broadcom as a little rich on valuation but supported by expected strong future growth.Source
METAneutralmid-termThe host sees META's valuation as attractive but says the stock could fall over the next six months because next year's capex is likely to be very high.Source
TSLAneutralThe host says Tesla is its own thing and will play its own game, with no clear directional call.Source
JPMneutralThe host sees JPMorgan as fairly valued.Source
WMTneutralThe host says Walmart's valuation is a little high without calling for a decline.Source
MUneutralThe host sees Micron as undervalued.Source
Market Breadthneutralshort-termThe host notes the market typically bottoms around Halloween and then rallies into year-end, but warns against fully betting on it in case of a 2018-like path.Source
QQQneutralshort-termThe host overlays QQQ's current path with 2018 and warns that if the analog holds, the market could roll over within 5-10 trading days into year-end, but he does not make it a base case.Source
ELFbullishlong-termThe host regrets selling many ELF shares in the past and started buying again in 2026; he treats ELF as a long-term hold and buy-on-weakness compounder with a large public-account gain.Source
HNSTbullishmid-termThe host holds HNST in his public account with a $60k gain and expects the stock to exit this year above $5, potentially toward $7 if the year-end is strong.Source
CELHbullishlong-termThe host holds CELH in his public account and expects the core brand to return to growth in 2027, sparking a 30-50% relief rally with the Alani brand adding further upside.Source

Market BreadthValuation

2026-11-111 video

2026-11-11

AMD Investors‼️Shocking Development

AMD Investors‼️Shocking Development

2 bull · 1 bear · 0 neutralYouTube

AMDbullishshort-termThe host says AMD stock will keep its momentum regardless of the NVIDIA situation, supported by accelerating growth rates.Source
NVDAbearishlong-termThe host believes NVIDIA's long-term competitive position could be weakened for 10–20 years if Jensen Huang is let go, though he does not think NVIDIA is 'done'.Source
AMDbullishlong-termThe host argues AMD's growth, margins, and EPS are accelerating, and a Jensen-less NVIDIA strengthens AMD's long-term position — calling AMD a $1,000-plus stock that is coming.Source

2026-11-091 video

2026-11-09

The #1 Stock to Buy Right Now‼️

The #1 Stock to Buy Right Now‼️

8 bull · 0 bear · 4 neutralYouTube

HNST MU AMD AMZN AVGO NVDA+5

HNSTbullishshort-termThe host has called a minimum $5 year-end price all year and thinks Honest could exit the year closer to $7 if things go well.Source
MUneutralmid-termMicron's near-64% net margins are viewed as an unsustainable freak situation; the market believes revenues top within 12-18 months and margins compress.Source
AMDbullishlong-termAMD is in a growth acceleration cycle with accelerating revenue, margins and EPS for years ahead; the host sees its top as limitless.Source

AMZNneutrallong-termUnlike NVIDIA, Amazon's revenue growth three years out is not even a question, in the host's view.Source
AVGOneutrallong-termIn passing, the host notes one could argue Broadcom, like AMD, takes a bigger slice of the pie from NVIDIA a few years out.Source
NVDAneutralmid-termNVIDIA isn't a bad stock, but 60%+ net margins are unsustainable, it's entering a deceleration cycle, and long-term growth is too cloudy; easier opportunities exist elsewhere.Source
CELHbullishlong-termCELH offers massive revenue, margin and EPS growth over five years as it builds two decade-long brands; investors should not get shaken out by short-term noise.Source
CELHbullishshort-termHe discloses a nearly $300k position and sees CELH heading to the 40s and exiting the year above $40 if Nielsen data shows Celsius brand improvement.Source
ELFbullishlong-termELF is the better buy over Estée Lauder with far more long-term revenue, margin and EPS opportunity; he discloses holding substantially more ELF in private portfolios.Source
ELbullishlong-termEstée Lauder understands how to grow in the short-form content era and will be a great money maker over the coming years, though smaller than the ELF opportunity.Source
NKEbullishlong-termNike is his top dividend pick with a 4%+ yield; earnings are in a trough, and from 2027 he expects margin and EPS recovery to collapse the payout ratio and fuel dividend growth.Source
BBWIbullishlong-termBath & Body Works is his second dividend buy: a simple, resilient business with a low payout ratio, leaving room to pay down debt or raise the dividend.Source

2026-11-061 video

2026-11-06

This 1 Stock goes up don’t matter what‼️

This 1 Stock goes up don’t matter what‼️

9 bull · 0 bear · 3 neutralYouTube

CELH AMD WYNN PLTR SHOP ELF+4

CELHbullishshort-termThe host sees Celsius as a stock with its own story that keeps rising regardless of market direction, up 17% over the past month while the Nasdaq fell.Source
AMDbullishlong-termThe host states the long-term trajectory for AMD is a whole lot higher from here despite wild short-term swings.Source
WYNNbullishshort-termWynn rose on trash earnings graded D-, a divergence signaling the worst is priced in; stocks bottom on bad news, so it is primed to go higher.Source

PLTRneutralshort-termThe host briefly notes Palantir made a nice upward move without further elaboration.Source
SHOPneutralshort-termThe host briefly notes Shopify made a nice upward move without further elaboration.Source
ELFbullishmid-termThe host has long expected ELF to exit the year between $120 and $140, and views it as one of the stocks rising regardless of market direction.Source
ELbullishmid-termThe host sees Estée Lauder primed to go higher on strong earnings and a huge comeback, expecting it to exit the year between $120 and $140.Source
Market Breadthneutralshort-termWith the VIX still elevated and a quiet calendar next week, big money could shake the trees again, but the host calls it a pure guessing game.Source
SNDKbullishmid-termSandisk is one of the beaten-down high-beta names the host favors for a year-end catch-up run, with heavy capex spending ahead next year.Source
MUbullishmid-termFor a year-end catch-up trade, the host would go into beaten-down Micron; most sellers are already out, positioning it for a strong run into year-end.Source
HNSTbullishmid-termHonest posted 9.2% organic revenue growth, a 1,160 bps underlying gross margin rise, raised guidance, and holds $103M cash with no debt; the host expects it to exit the year well above $5.Source
AI Capexpositive for stockslong-termReacting to Tom Lee, the host emphatically agrees that data centers will still be built despite regulatory fears, so the AI buildout thesis remains intact.Source

Market BreadthAI Capex

2026-11-041 video

2026-11-04

My Stock just BLUE UP‼️

My Stock just BLUE UP‼️

11 bull · 1 bear · 6 neutralYouTube

INTC SNDK MU NVDA SOXX AMD+8

INTCneutralHe only describes Intel being hammered day after day and the split between its 45% one-year gain and heavy losses for recent buyers, without stating any forward direction for the stock.Source
SNDKneutralHe highlights the strange split in SanDisk outcomes: the stock is up 392% over the past year, yet many buyers from that same year are down more than 50% after it topped near 2,300 and spent much of the year between 1,200 and 1,600; he gives no forward direction for the name.Source
MUneutralHe says Micron shows the same odd dynamic as SanDisk: up 240% over the past year yet many holders are down more than 30%, so it is wrong to assume everyone loves the stock; he states no standalone direction for Micron.Source

OtherneutralHe thinks semiconductor names are undergoing a large leverage unwind, with hedge funds cutting leverage at the fastest pace in months and retail investors heavily margined, especially in memory stocks; fear and margin calls are needed to finish the deleveraging before the group can run again.Source
AI Capexpositive for stockslong-termHe dismisses the post-election fear that data centers will stop being built as ridiculous, expecting more construction this year, next year and into 2028; new rules on distance from communities and self-supplied power are already largely anticipated by the companies, so AI capex continues.Source
NVDAneutralHe notes Nvidia has been dead money over the past year with less than a 1% gain, yet includes it among the semis whose flush should be over, attaching a heavy caveat about the broad market and giving no explicit standalone direction for Nvidia.Source
SOXXbullishshort-termHe argues the flush in semiconductor and memory names is already complete after the leverage unwind, so the group should move higher from here as long as the S&P 500 does not get hammered; his rule is to buy semis when nobody wants them and avoid them when everyone is bullish.Source
AMDbullishlong-termHe lays out bear, base and bull cases for AMD: even a severe post-2028 data center capex slowdown still likely beats the S&P 500, while his base case has 2030 revenue of $162 billion and $70 billion net income supporting a move above $1,000 by 2029; that is why he remains an investor and sees too much upside over the coming years.Source
ELFbullishmid-termHe grades the latest ELF quarter very highly, citing 51% net sales growth, 579% operating income growth, 900% EPS growth, a much stronger balance sheet and raised 2027 guidance above $2 billion of revenue; net margin is still thin and the stock is no longer the $49 bargain, but he keeps a 120-140 year-end target, a 300-500 long-term view and repeats that it is still a buy.Source
HNSTbullishmid-termHe calls this sub-$1 billion company his favorite small cap and by far the best stock in the market under that size, crediting management for restoring profitability and the balance sheet; he holds shares bought near $2.10 with about $36,000 of gains in the public account and is confident it exits the year above $5, possibly $6 or $7.Source
RVLVbullishmid-termHe acknowledges Revolve's latest quarter was hurt by expense growth outpacing sales, with operating income down 9%, net income down 27% and EPS down 31%, but he looks past the short-term cost problem, expects expenses to be brought under control alongside fast revenue growth and high-grade income statements next year, and notes a strong balance sheet and roughly $20,000 of gains in his public account.Source
Consumernegative for stocksHe says consumer and investor confidence are horrible and gas prices are high, with restaurant operators generally posting weak numbers, one Mexican fast-casual chain unimpressive and McDonald's growing revenue just 1%; he uses this weak backdrop to highlight Cheesecake Factory's outlier strength.Source
CAKEbullishlong-termHe calls Cheesecake Factory a top-tier company you have to own: the dividend makes it easy to hold, North Italian and Flowerchild plus other concepts give 10-plus years of growth, and the latest quarter showed 14% revenue growth, 101% operating income growth and 92% net income growth even while consumer confidence and peers were weak, so short-term dips should be tolerated.Source
AMZNbullishlong-termHe names Amazon his number one Mag 7 buy, arguing the overlooked e-commerce business is dominant, advertising and Prime are massive, and AWS delivers visible growth with a clear return on capex; unlike the other platform's uncertain capex payback, Amazon has proven returns, and he holds a larger position in some private portfolios.Source
METAneutrallong-termHe keeps Meta as his number two Mag 7 name and praises its growth and Zuckerberg's leadership, but the staggering capex and another big 2027 capex number make a substantial move over the next one to two years unlikely, with the stock just bouncing; his public-account position is larger than Amazon's, so it remains a long-term buy while near-term direction is range-bound.Source
GOOGLbullishHe ranks Google third among Mag 7 buys and says the heavy selloff was unjustified: search is still doing fine, YouTube and Android remain strong, Cloud growth is staggering and the return on its spending is understandable, making him the most bullish on the name in a while.Source
SHOPbullishlong-termHe calls Shopify the most underrated $100B-plus company: after an 85% crash from the 2021 peak it was forgotten, yet it has climbed almost 500% from the 2022 bottom, just posted 32% revenue growth, 66% operating income growth and 75% net income growth with low-30s Q4 guidance; it is his sixth largest position with a 131% gain and he thinks it deserves more attention.Source
Otherpositive for stockslong-termHe says most people worry about the next 5 to 10 weeks while he is thinking about the next 5 to 10 years, expecting a lot of money to be made over that horizon just as in the prior decade, with only some investors capturing it; his overall posture is long-term bullish.Source

OtherAI CapexConsumer

2026-11-021 video

2026-11-02

If you own stocks DO THIS BEFORE ITS TOO LATE‼️

If you own stocks DO THIS BEFORE ITS TOO LATE‼️

5 bull · 0 bear · 3 neutralYouTube

CAT SOXX AMD PLTR CELH EL

Consumerneutralshort-termHousing and real estate stocks rallied sharply, which the host cites as evidence against a crash, without making a directional call on the group itself.Source
CATneutralmid-termCaterpillar is now a second-order AI infrastructure play via data-center power equipment, so its stock moves with AI names and no longer works as a reliable crash indicator.Source
Market Breadthpositive for stocksshort-termThe host argues this is a rotation out of AI stocks, not a crash, because in real crashes nearly everything falls while many non-tech stocks are currently green.Source

SOXXbullishmid-termThe host expects a strong semiconductor comeback that could start imminently and run from November through April — roughly a six-month boom cycle for the space.Source
AMDbullishlong-termThe host is a committed long-term AMD investor, convinced Wall Street will rotate back in; he targets $1,000+ within a few years as long as fundamentals stay on track.Source
PLTRneutralmid-termHolding his Palantir shares, the host frames the next 12 months: sell above $200, buy below $125, hold in between, with decelerating revenue growth and ballooning cost of revenue as key risks.Source
CELHbullishlong-termCelsius is his 'next Palantir': he holds a quarter-million-dollar position he is still adding to, expecting stronger 2027–2029 growth and margin expansion to take the stock back to $100 and beyond.Source
ELbullishlong-termThe host holds Estée Lauder with a $63,000 gain, praises its A-grade earnings with expanding margins and falling debt, and sees a chance for the stock to double or triple.Source

ConsumerMarket Breadth

2026-10-281 video

2026-10-28

I F’d up‼️

11 bull · 3 bear · 2 neutralYouTube

SOFI RH META NKE NFLX CELH+7

SOFIbullishshort-termThe host calls SoFi red hot, up another 4.5% today with his position up 85% — a momentum read on a held position.Source
RHbullishshort-termThe host calls RH insanely hot, up another 3% today with his new position already up nearly 17% — a momentum read.Source
METAbearishshort-termThe host describes Meta as cold as ice and down again, reading weak near-term momentum.Source

NKEbearishThe host says Nike has always been cold and is in the freezer — persistent weakness.Source
NFLXbearishmid-termNetflix keeps sliding, and the host expects tax-loss harvesting to hit in the final months of the year as Wall Street holders look for reasons to sell, adding downside pressure.Source
CELHbullishlong-termCelsius is cold right now, but the host says it has insane long-term upside.Source
AI Capexpositive for stockslong-termThe host argues AI investments are paying off in several ways — Google Cloud doubling and Azure up 48% as evidence — and says there is enough chip spending over the next few years to benefit all major players, though the ultimate return on spend remains debatable.Source
NVDAbullishlong-termThe host says there is enough chip spending to go around to NVIDIA, AMD and even Intel, and Microsoft's light capex likely reflects delayed NVIDIA chip deliveries rather than weaker demand.Source
GOOGLbullishlong-termThe host discloses he is a shareholder, cites 25% revenue growth, cloud revenue doubling and operating income tripling, and argues a forward P/E around 19 versus a 23 historical median makes Google significantly undervalued — any dip is a long-term buying opportunity.Source
CRMbullishlong-termThe host would rather be in Salesforce than ServiceNow because expectations are low and he believes more in Benioff's long-term leadership, though CRM will get pulled down short-term on ServiceNow's miss.Source
PLTRbullishmid-termThe host says Palantir is delivering real numbers from the AI wave without expenses running out of control, dominating supposed high-growth competitors, and he wants to be in the stock.Source
CAKEbullishlong-termThe host grades the quarter A+: 14% revenue growth far ahead of expectations, operating income up 101%, and Flower Child openings accelerating to 11-13 next year. He sees 10%+ net income margins by 2030 and calls it an absolute hold into the 2030s.Source
CAKEbullishshort-termThe Obama-Trump feud comparing the White House to the Cheesecake Factory generates massive free publicity, and the host says the company is the one that benefits.Source
MSFTneutralshort-termThe host calls Microsoft's 48% Azure growth very strong, but notes capex came in $5B+ under expectations due to delayed third-party capacity deliveries — no clear directional call.Source
AMDneutralshort-termGiven Microsoft, Google and Meta capex, the host takes a revenue shock-and-awe off the table for AMD's upcoming report, though it should still beat revenue and guide; upside surprise could come from margins and EPS.Source
AMDbullishlong-termThe host discloses a $1.2M AMD position, calls it the stock everyone must own in 2027 with the biggest growth rates of any trillion-dollar company, and says every dip gets bought.Source

AI Capex

2026-10-261 video

2026-10-26

Early Buyers of this 1 Stock is life changing‼️

Early Buyers of this 1 Stock is life changing‼️

11 bull · 2 bear · 5 neutralYouTube

META NVDA TXRH CAVA CAKE SOXX+5

Otherpositive for stockslong-termUsing a real-estate analogy, the host focuses on long-term growth of his public account, ignoring short-term fluctuations and expecting $4.9M to grow to $10M and then $20M.Source
METAbullishlong-termHost is long-term bullish on Meta, describing himself as a long-term investor and huge believer over the next 5–10 years, though the stock is range-bound and weak in the short term.Source
NVDAbullishlong-termIn the AI gold rush, NVIDIA is a core 'picks and shovels' beneficiary; customers are begging for chips regardless of price, giving it guaranteed strong returns.Source

AI Capexnegative for stockslong-termWe are in an AI bubble where companies pay any price for chips; most will waste monumental amounts of money and never get a return, so one should own the semiconductor 'picks and shovels' instead.Source
Consumernegative for stocksConsumer confidence is awful; inflation and high gas prices leave most families unable to afford dining out, making consumer spending weak.Source
EmploymentneutralThe jobs market is definitely not as strong as several years ago, with far fewer job openings, though no explicit directional call is made.Source
InflationneutralThe second wave of inflation hurts more because consumers already went through the first wave, further weakening purchasing power.Source
TXRHbullishHost views Texas Roadhouse, alongside Cheesecake Factory, as one of the two strongest restaurant operators in the US by a mile.Source
CAVAbullishHost thinks CAVA is not at its worst valuation and is actually decently attractive, though Cheesecake Factory offers a larger discount.Source
CAKEbullishlong-termCheesecake Factory owns multiple expandable strong brands (Cheesecake Factory, Flower Child, North Italia) and trades at a steep discount to CAVA; host holds shares and is not selling.Source
SOXXbullishlong-termThe death of semiconductor stocks is greatly exaggerated; there are at least one to three more bull runs before the cycle ends, with major rallies ahead.Source
AMDbullishlong-termHost already has several million dollars invested in AMD and believes another semiconductor bull run plus an earnings shock could send AMD toward $1,000 within the next six months.Source
PLTRneutralHost cites Palantir as an example that it has pulled a lot of future gains forward; the stock already reflects growth, with no clear directional call.Source
TSLAneutralTesla's valuation ran up so much that it pulled gains forward, leaving the stock as dead money for five years; no directional stance given.Source
WYNNbullishlong-termWynn Resorts has been penalized over its Middle East property and macro worries, but the host sees an incredible opportunity in its wealthy customer base and is buying as many shares as possible over the next few months.Source
Geopoliticspositive for stockslong-termDespite geopolitical aversion to Middle East exposure, the host believes the region's wealth and high-end vacation demand create a big long-term opportunity.Source
Bonds & Ratesneutrallong-termRates are high now, but the host does not believe the economy can sustain ever-rising rates; if rates eventually fall, companies like Wynn can refinance debt at lower levels.Source
RHbullishlong-termRH is the newest stock in the host's public account and already up $5,600; despite debt worries and a housing slowdown, he is being greedy when others are fearful as revenue and margins improve.Source

OtherAI CapexConsumerEmploymentInflationGeopoliticsBonds & Rates

2026-10-231 video

2026-10-23

You have NO CLUE what’s about to come‼️Get mentally Ready Now

You have NO CLUE what’s about to come‼️Get mentally Ready Now

7 bull · 0 bear · 1 neutralYouTube

QQQ CELH WEN RH AXP NFLX+2

QQQneutralshort-termThe host views the 7.5% QQQ drop as normal-ish compared with 2018's 20%+ decline, while cautioning investors to be mentally prepared for more downside.Source
CELHbullishlong-termThe host has previously discussed Celsius in the $20s and finds it really attractive as a long-term investor.Source
WENbullishlong-termThe host calls Wendy's incredibly attractive for long-term investors at $72, while acknowledging it could drop to $62 short term since valuation won't always save you.Source

RHbullishlong-termThe host thinks RH is still a great opportunity.Source
AXPbullishlong-termThe host lists American Express alongside Netflix as a great opportunity in this market.Source
NFLXbullishlong-termThe host names Netflix, together with American Express, as a great opportunity.Source
SOFIbullishlong-termThe host says SoFi is already a buy at current prices and any weakness around its earnings report is a great long-term buying opportunity.Source
AMZNbullishlong-termThe host says Amazon is already a buy where it sits and any weakness after its Thursday earnings report is a great long-term buying opportunity.Source

2026-10-211 video

2026-10-21

AMD & META Investors Get Ready‼️

AMD & META Investors Get Ready‼️

5 bull · 0 bear · 2 neutralYouTube

RH CRM NFLX AMD NVDA META

RHbullishshort-termHe highlights RH, which he recently started buying, climbing 18.5% in a week, implying his thesis is being validated, without further elaboration.Source
CRMbullishlong-termHe holds a $257K position with no temptation to sell, citing very low expectations, an 18x forward P/E, and durable double-digit growth under Benioff.Source
NFLXbullishlong-termHe calls the double-digit post-earnings drop a buying opportunity: every metric improved except revenue growth, the forward P/E is only 17–18, and he plans to grow his $136K position to $250K or more.Source

AI Capexpositive for stocksmid-termHe calls SpaceX's statement that capex could double this quarter a fundamental narrative change that flips the AI-bubble fear and benefits the entire semiconductor space.Source
AMDbullishmid-termHolding millions in AMD, he sees the stock possibly reaching $1,000+ within the next couple of quarters on a shock-and-awe quarter and META's Muse chip demand, and says it is a must-own that will hit $1,000+ within a few years regardless.Source
NVDAneutralshort-termHe sees NVIDIA struggling to move in a major direction and incapable of a 60-day surge like AMD, so it is not the vehicle for catching up to the market.Source
METAneutralmid-termHe grades META's quarter a D, expects spending to hurt margins further, and maintains his call that the stock stays rangebound between $575 and $775 until capex is cut or AI revenue kicks in; he holds it long-term with no short-term directional call.Source

AI Capex

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