What Financial Education said in this video:
- 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