# My Final Warning to all Investors‼️

## Метаданные

- **Канал:** Financial Education
- **YouTube:** https://www.youtube.com/watch?v=YHKkawU8K9w
- **Дата:** 27.04.2026
- **Длительность:** 36:28
- **Просмотры:** 136,438
- **Источник:** https://ekstraktznaniy.ru/video/49502

## Описание

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## Транскрипт

### Segment 1 (00:00 - 05:00) []

The calm before the storm. We're in one of those moments in the stock market right now, folks, where everybody's looking and they're like, "Are we Flapjack's about to be flipped on the floor? Are we about to flip these ones? " Right. So, look at a day like today. Google McDougall up about $1,600 for us in the public account. SoFi up $1,700. CRM up $2,700. Cheesecake Factory up $2,300. Everything's a little scared to make a move, right? Cuz we're about to have an absolutely massive moment in the market that we're about to go into. AMD took a little breather here today. Nice little pullback on AMD. Um, up $575,000 on the stock in the public account. It's been an absolute repper rally here recently in regards to AMD. Okay. All right. In today's video, we're going to cover two subjects and two subjects only because these are big subjects here. Okay. One is I have a major warning for all investors on what's about to transpire, okay? And how this all works. and I want to make sure no one gets caught up into a big trap that I see so many people getting caught up into right now. It's bad. Okay, so we're going to talk about that at the beginning of this video. Number two thing we're going to get into this video is earnings season's about to go insane. Okay, the next 48 hours alone, it's ridiculous. I don't even know the right terminology to use for how insane this is about to be for the next 48 hours specifically. I'm going to share in this video what companies are likely going to kill their earnings versus which companies are going to miss this earning season. Those sorts of things. We'll cover that. Those two subjects and two subjects only. I appreciate y'all for joining me. I hope you appreciate me covering all this for you guys. One thing and one thing only I ask from you. Just smash that like button. Hit it. Hit it hard. Please do that for me. Smash that like button. Okay? I appreciate every single person that does that and especially the people that didn't even need me to say that. Thank you so much. Additionally, make sure you're subscribed here to the channel. If you're not subscribed, what the heck are you doing, man? Do you not like money? You don't like to make a little money? Okay, make sure you're subscribed. Okay, it's free to be subscribed here to the channel. Okay, listen. What a run it has been. What a run has it been. Oh my gosh. Look at the public account. Public account 3 years ago this time was right around $1. 3 million. As of today, right around $3. 9 million. It's been a historic run, right? Lot of money to be made out there. And if you've been in the market last three years, you've made, you know, hopefully at least tens of thousands of dollars. Some of you guys probably made hundreds of thousands of dollars and some of you have made millions of dollars the last three years. Right now, over this threeear span, I've seen a continuous issue, huge issue, and it's getting worse. It's not getting better. And I'm like, oh my gosh. And people are looking at the market and they're like, why do we have these, you know, massive sell-offs all of a sudden into V-shaped recoveries? And they're looking and they're like, what is going on here in the market where it's just like boop boop, you know, like these V-shaped moves just one after another after another? And they're trying to figure all this out and they're like, why is this occurring, right? And the issue I'm seeing, it's like I said, it's getting much worse. It's been an issue for years now, but it's getting even worse. And I'm looking out there. I'm like, gosh, I wonder how many people are caught up in this. And it's a lot of people. Okay. So, I it said, let's have the C parted here, okay? In regards to the situation, right? Cuz most investors are falling into one of these two. And both are an issue. I don't care if you're on this side over here on the left side. Okay? I don't care if you're over here on the right side. If you're on either side, you got a big problem. Okay? And this is a lot of people. And I want everybody watching this video right now to say, "Are you in one of these sides? " Okay, you got to be honest with yourself. Are you on one of these sides? Because I can tell you this is going to end badly when these two things converge. Oh, it's going to end badly. Okay? And so, let me explain for a moment and take you through what's going on here and why this is so bad. Coming from somebody that's been this market since the great financial crisis and seen a lot of ups and downs and allarounds and a lot of investors come, go, a lot of people make some money, lose some money. It's been fun times, right? But let me explain this. Okay, listen. First off, you have a lot of people that are over in cash. I call them the cash squad. Okay, these are individuals that are all in cash, all in treasuries. And their belief is the market's going to crash. It's all got to crash, right? It's all going to crash. It's got to crash. It's just a matter of time. Crash, crash, crash, right? And so they refuse to buy individual stocks. They refuse to even buy the S& P 500 because it's all got a crash, right? Like I mean the great financial crisis, we had a big crash and we haven't had a 50% crash since the great financial crisis. So we're due, right, for a 50% crash. And you know these people think like that just happens all the time or something like that, right? And so they're hiding out over there. They're in treasuries. They're in cash, right? and they're over there and it's horrible. And let me run you through how horrible this is and how bad this is going to get. Okay, so what I'm showing you right now is money

### Segment 2 (05:00 - 10:00) [5:00]

market funds. Okay, there's been over there's been around a $3 trillion increase in the past 3 years. We're talking about a trillion dollars a year in terms of an increase of money market funds right now. Think about this for a moment. that money would have been so much better invested over the past three years. You've had an opportunity to make so much money. And we're not even talking individual stocks. I'm just saying if you just threw it in the S& P 500. QQQ, you made you could have done so much better for yourself, right? But instead, people have been hiding out in earning 4% on their their money or whatever. Or some people are just not even in treasuries. They're just in cash. And meanwhile, what is going on right now? The same thing has been going on for years, which is inflation, right? And yeah, it's not nearly as dramatic nowadays as it was, you know, 3 years ago or four years ago, certainly, right? But there's still inflation. Your the value of your dollar is decreasing. It's going to keep decreasing. And so, you're all heavy cash and you're getting absolutely wrecked. And then you can say, well, if I'm in treasuries, I'm earning 4%. Uh inflation's been 2 3% range. So you're really only getting like a percent on your money, maybe a percent and a half. That's all you're getting on your money. Meanwhile, the SP 500 and the QQQ's, the NASDAQ's been rolling for 3 years. So you're getting absolutely obliterated. Right? This is a problem. A big problem. Right? This is the past three years. I said, let's pull up some individuals. This is the past three years for these particular stocks. Palanteer stock has increased 1,746%. MU stock Micron has increased 715% the past 3 years. Nvidia is up 680%. AMD is up 274%. Google McDougall's up 222%. SoFi is up 201%. Meta's up 182%. Netflix is up 128%. Shopify is up 156%. Costco. Doesn't everybody love Costco? Costco's up 98% the past three years and you've been sitting over there while your dollar gets devalued year after year and you got less purchasing power and less purchasing power. Oh my gosh, you know how much of a crash you need to have this make sense? You need like a 80% crash in the market to have what you did here make sense because you've been sitting out missing all these gains for all these years and then your dollars getting devalued. This is bad. This is so bad. Imagine, just imagine for a moment you lose to Walmart. You lose to Walmart stock, right? I mean, think about this. Walmart stock in the past 3 years is up 153%. So, you could invest in one of the safest, if not the safest stock in the market. At least most people would view it. Like Walmart. Like Walmart is going to put up their numbers if there's a recession, if there's a depression, if there's a, you know, good times in the economy, bad times, inflation, deflation. Like, Walmart's going to find a way to put up their numbers. It's Walmart. Everybody shops at Walmart, right? And so, not but you know, enough people shop at Walmart, right? I mean, imagine getting smoked by Walmart stock. Walmart. You could have just bought Walmart the past 3 years and be up 153%. Instead, cash treasuries. Oh my gosh. Right now, here's what you got to understand for the next level of this. What I'm going to take you back to prior to the great financial crisis and what happened after the great financial crisis. Okay, listen. The amount of money you see currently in money market funds, right? And we're talking it's way over $8 trillion. We're on the, you know, if this market keeps heading up, don't be surprised if we hit $9 trillion in money market funds and ultimately we'll end up hitting $10 trillion, right? Listen, this money is going to keep building. And this is what we saw prior to the great financial crisis. It built year after year after year. And that money didn't start really coming down in any substantial way until you actually got the market downturn. Right? So this crazy just ridiculous sum of money is going to keep building until you get some sort of epic crash or until the Fed lowers rates substantially. Until that then you if you want to know like why did you know during the great financial crisis and coming out of that why did money market funds go down so much? Well the Fed took interest rates insanely low. They took them to like 0% basically right? So people were not attracted to treasuries anymore. And then the market had gone through a crash. So people were like, well, maybe I'll put some money in the market, right? The smart ones at least did that. Unfortunately, that was a select few, right? And so we're going to this number is going to keep building until

### Segment 3 (10:00 - 15:00) [10:00]

we have a one to two down one to twoyear downturn in the market or until the Fed lowers interest rates. Now let's run through a scenario. Let's say the 1 to twoyear downturn doesn't happen anytime soon. But let's say over the next year or two, the Federal Reserve does lower interest rates. What do you think's going to happen to that cash? Pile by pile, it's going to start coming more into the market and put more buying pressure into the market. It's going to put more buying pressure and more buying pressure. And what does that mean for stock prices? It means a higher stock price, right? Unless, of course, you're going through a massive recession at the time like you did in the great financial crisis. And you go through that, that's fair, right? But if you were to say, let's play a game of say not a recession, but the Fed lowers interest rates because inflation stays at bay the next year or two, right? Then that money's going to come in. You're going to end up with much higher stock prices. And then even if you do have a recession or downturn, here's the thing. There's such a disgusting amount of money over there that even if you have a sell-off in the market, it recovers a lot faster. So people are looking at the market like why are the V-shaped recal recovery so fast? It's like news cycle matters certainly but when you have this much money out there desperate to eventually get in the market you know how many rich people I know in real life that have just stupid amount of money in treasuries right now and are waiting for this crash to happen and it's been like this for years now they're just waiting. They're like oh my gosh like can it ever crash? you know, and the issue is you, you know, you can get a 10% down move in the market and then, you know, these guys will see it and they're like, "Dude, I got to get in the market. " So, they buy it up and next thing you know, you got a V-shaped recovery in the market cuz some guy might need the market to go down 20% to start unloading his treasuries and put that into the market, right? Some other guys like, I'm good with 10% down. I'm good with 15% 5% down. That's why it's getting even harder and harder to push the market down in a substantial way. every kind of down move in the market, it's never enough. It's never enough for the Wall Streeters. They always want it more. Like, it should have been down even more. Even this recent downturn we just went through in the market, the mild correction we had, which was about a 13%, a little over 13% move down for the NASDAQ peaked to trough, right? It still wasn't enough. They wanted it down 20%. If it was down 20%, they would have wanted it down 30%. But it can't get down to certain numbers because there's just a such a disgusting amount of money that's ready to come in and buy up assets. And also tell me one time in history, one time in history where it wasn't intelligent to buy stocks during a correction or a crash doesn't exist. So investors, some investors are intelligent enough to understand that if you're getting a correction or a crash in the market, you should be buying. Like if you're not that you're playing a fool's game in the end, right? right now. this cash squad that's like, you know, oh, we're going to have the crash, blah, blah, right? They forget all the stuff that has just happened since 2020. They just conveniently forget it. Oh, wait. That happened. Listen, we're in 2026. I'm recording this in April of 2026. Let's think about the 2020s so far, and we still got a while to go in this 2020s. We've already had two crashes in the NASDAQ. Now, the NASDAQ's the most relevant index in my opinion you should pay attention to nowadays. Why? Because the NASDAQ runs the world. The NASDAQ is where all the big tech companies are. So, the NASDAQ is the most important stock index. The Dow, I guess, you know, is important for like the everyday person that has nothing to do with the stock market. They look at the Dow. The S& P 500 is huge because the S& P 500 index funds, right? But the NASDAQ's the one you got to really pay attention to nowadays. It's the big dog and it's going to remain the big dog for honestly probably at least the next decade if not the next several decades. Right? So, we've had two NASDAQ crashes just since 2020. We had the 2020 crash and we had the 2022 crash. Both of those were 30% plus crashes. Pretty darn severe. Is it as crazy as a great financial crisis when went down 50%. No. But the fact that we've had two of those already in the 2020s and we're only in 2026. Uh, dude, that doesn't usually happen. That's very rare. We've also had one major correction which was last year in 2025, the liberation day situation. The NASDAQ was down somewhere between 20 and 25%. That's a very major correction to go through in the NASDAQ there. And we just had a midcrection this year, literally just a few weeks ago, right? We had a 13 a little over a 13% downward move for the NASDAQ peak to trough. This has all occurred just in the 2020s. So, it's not like we're in some time period right now where it's like, man, it's been forever since we had a cor major

### Segment 4 (15:00 - 20:00) [15:00]

correction or the crash in the market. I'm like, "No, dude. The 2020s have been insane and it might remain insane. We might have another crash or another major correction or two in the 2020s. This is just that's that sort of, you know, the 2010s was very calm, relatively calm. It was a very calm decade. The 2020s is not a calm decade. This is craziness, okay? And so, you know, these people that are like, you know, banking on a crash, I'm like, dude, have you not been around? We've had crashes. We've had several of them already in the 2020s. And we've had major corrections. You should have been picking up stocks. By the way, these cards right here, these are my private stock group membership cards. If you're looking to apply, that will be the pinned comment down there today. We send these to your house when you join us in there. Thousandx card, private group card, and when you join us on a lifetime basis, we'll send you your black card, your lifetime membership card there. Okay. Now, people get scared. They say things like, "The stock market's high. I should sell. " Right? Look at the stock market. It's high. Oh, the stock market just hit an all-time high. What usually happens when the stock market hits an all-time high. I'll tell you what happens. It usually hits another all-time high. That's just what happens. Like, oh, it hit an all-time high, another all-time high until eventually that trend breaks, right? But like, that's what happens when you hit all-time highs. Right now, my response to this whole thing about, "Oh, the stock market's high. I should sell. It's never been this high before I should sell, right? The stock market has always been high. It's always been high, right? Like even in the great financial crisis, if you look at the stock market in the great financial crisis when it was crashing, guess what? It was still very high compared to what it was 20 years, 30 years prior to that. You would still look at it and be like, geez, so high, right? We went through a crazy crash and it's still so high. So, you can always play the game of it's never enough. It's still too high, right? But my thing is, if you think the stock market's high today, NASDAQ's high today, S& P 500's high today, just wait. See what the NASDAQ is and the S& P 500 is 10 years from now, 20 years from now, 30 years from now, 40 years from now. The numbers you see today are going to look very small. Just as the numbers we're at today, I mean, you know, they look insane. If you compare us versus 10 years ago, versus 20 years ago, versus I mean, if you told people the NASDAQ would be the level it is right now 40 years ago, if you talked to somebody 40 years ago, right, in the 1980s and you told them S& P 500 would be well over 7,000, most people would be like, "That's insane. What are you talking about? " Right? I mean, the NASDAQ back then was maybe a couple hundred points or a few hundred points or something like that, right? Um, if you went back 40 years ago and you said to somebody the NASDAQ is going to be, you know, 24,000 or whatever it is today, it's you're crazy. That's insane, right? And so, just understand the numbers you see today for the S& P 500, for the NASDAQ, 30, 40 years from now, it's going to literally look like small potatoes. It's going to look like a joke. Like, remember when it was only that number, right? That that's what happens over time. And it's been proven throughout history. like this is what happens. Right? So, you know, that's important. All right. Next up here, we got to talk about the right side. Oh, boy. We got a big problem over there as well. So, I'm seeing a lot of people margining out money, options, leveraged ETFs, all this type of stuff, right? I'm seeing a lot of big inflows to a lot of these leverage ETFs and all this sort of stuff, right? And chasing the hype, chasing the excitement. um all that sort of stuff, right? And kind of like focusing on the short term. This is going to end badly as well. Come on, man. No, no. We can't be doing this. So margin, the fancy way of just saying, you know, taking out money that's not yours to invest, right? Margin rate has gone down a little bit in terms of the amount outstanding, how much people have borrowed on margin. It's gone down a little bit the last few months, but it is still very, very high. That's not good. You know, people are going to learn a big lesson in regards to that. And um it's not going to be good, man. Like it's never good. I can tell you guys a quick story here. I got caught up in margin back in 2015. Back in 2015, I got caught up into it. I left Quick Trip. I wasn't doing anything at that particular time. You know, I was trying to think about eventually I want to start business. This is before I started my real estate marketing company. And I started, you know, I'd had so much success in the market over the years. And so made so much money. And so I started thinking, man, if I just had even more money to invest, I could make even more money. And that's where I came across margin, right? And then next thing you know, you start doing a little bit and then you do more and next thing you know, you're getting margin call cuz one of your stocks went down 5% and you're like, crap, man, I just got a it ends up messy. Now, maybe there's some people that can control their margin. Respect. I've just seen it time and time again, and I've done it myself, where it's like, it doesn't end well.

### Segment 5 (20:00 - 25:00) [20:00]

It doesn't end well. You think, "Oh, this isn't a big deal. I got this under control. " And then mm- it just doesn't end well, man. And so, and then these leverage ETFs are an issue. Options are an issue, right? There's some option strategies that I teach some of those option strategies that can actually derisk you in the stock market. But I'm not talking about those option strategies. These option strategies that most people are doing. buying like, you know, one day out call options, one week out call options, you know, like short-term stuff like just trying to bet that or put options that this stock is going to crash or that stock's they're shorting the stock cuz it's hypy right now or they're buying call options in this stock cuz it's going up. I mean, it's just craziness. It's pure speculation and gambling that goes on out there. Right now, back to margin. This is a big issue right now because not only is this number high, but the percent you have to pay is ridiculous. I was looking at Fidelity. Fidelity is the main brokerage I've used for 17 18 years now, right? And they're the ones I have the public account through, which everybody in the private group gets to see every single move I make in the public account, right? Listen, the rates are disgusting on margin. If you have a portfolio that's under $25,000 and you want margin through Fidelity, it looks like they're charging you close to 12%. What? That's a crazy number. If you've got a $50,000 to $100,000 portfolio roughly, they're 10% plus. Come on, man. These are just I mean, even if you have a million dollar plus portfolio, you're still paying 7 and a half% margin rate. That's no brutal. Brutal. Now, even if it's four or 5%, that's still high. And like none of these numbers are good. They set you up for failure. And so, like these people that are taking this risk over here, no, no. I post this on my X page here today if you want to follow me on X. By the way, I post quite a few things each day, especially Monday through Friday on things I'm seeing in the market, stocks I'm looking into, research, and all types of stuff, right? But that's always linked in the description area down there. I said, I see a huge problem in the market. Let me explain what's going on, why it affects all investors. We have a phenomenon in the market right now where every investor is in one of two groups. I'm finding they're not invested nearly aggressive enough. They're way too heavy cash or way too heavy boring sleepy stocks or they are invested way too aggressively. They're a margin options leverage ETFs. You need to find a good balance between not being a scared cat and not being a bird brain. Focus on building a portfolio of great stocks, GVD, growth, value, dividend stocks. Don't mess with leverage. Keep it simple. Make bank in the bull markets and don't go belly up in the bare markets. Focus on the long-term. You'll be shocked what you can achieve over the next 10 to 20 years. 17 years ago, I was a $8. 25 25 cent an hour employee who is investing his first $250. Now I'm fortunate to be where I'm at. Right? I said, "Have faith in your maker. Work hard. Work smart. Love life. " Listen, we can keep this game simple, right? If you know what you're doing, you know your income statements, your balance sheets, you know how to value companies, run your projections, all those sorts of things, right? Keep this game simple. Don't mess around with leverage. Don't place short-term bets that a stock's going to go to this price by this day because blah blah. We don't have to do all that. We don't like there's plenty of money to be made in great companies and holding them over several years. So much I showed you like so many like think about all those individual stocks I showed you a little while ago. Almost every one of those companies is a household name. It's not even like those are some secret stocks that no one's ever heard of before. There's so much money to be made in the market. But keep it simple. Listen, you build a portfolio of great strong stocks, you're going to make disgusting amounts of money in the bull markets, right? And as long as you're not leveraging out your portfolio and putting your portfolio at risk because you're on these short-term options and things like that, when the bare market does hit, and when they do hit, as they have in 2020, certainly, right, few times, when they do hit, you'll be fine. You'll make it through. You won't go belly up. These people that are very heavy on options, one-year out options, six-month out options, one month out options, they're going to go belly up. These people that are highly leveraged and margin out, they're going to go belly up. They're going to lose it all or lose like 70 80% of their portfolio. And then it's going to take them 5 10 years just to get back to where they used to be. If you build a portfolio of great stocks, you don't even have to worry about I'm not worried about going 10 years back in time. I'm not worried about like, you know, uh I got to 10x my portfolio in the next month. That's not concerning me. I'm worried about the long term. I'm thinking about the public account, not in the next $2 million move it makes, but the next $20 million move it makes. And that's a long-term move. So, that's what you need to really be focused on here, ladies and gentlemen. And once again, if you're looking to apply Jordan Private Group, you want access to all those course creatives, you want me to teach you all this stuff, if you don't know how to properly value companies, run portfolios, you don't have access to a premium software like we have with ThousandX, right? Discord chat with all

### Segment 6 (25:00 - 30:00) [25:00]

the members, all that good stuff. Pinned comment down there. Let's bring you up to a much higher level than where you're at right now. We've had so many people go through the private group over the, you know, last number of years since I started that back in 2018. So many people have scaled to seven figures, multi-7 figures. We have people that have scaled to eight figures plus in their portfolios now and then just a disgusting amount that have scaled to six figures or multi6 figures. So take yourself through the course curriculums. Enjoy that. Join us in the Discord chat. Get access to 1000x. See the moves I'm making. and all that good stuff. That will be the pinned comment down there and we'll send you steel membership cards when you join us in there. Okay. All righty. Now, let's get into what companies do I think are going to kill it versus which ones I'm a little scared of for this earning season. Okay. So, you know, specifically this is an insane week. I mean, look at this UPS. First off, UPS little concern with UPS and with Coca-Cola and it really has to do with energy prices and I'm worried about the guidance of those two companies specifically on margins and on earnings per share. I'm not that worried about necessarily revenue for UPS or Coca-Cola. I'm concerned with margins and with earnings per share guidance-wise. Not as much for the last quarter, more for whatever they guide for. Right now, UPS doesn't trade at a very rich multiple. It's at a forward of 15, but UPS generally trades at a lower range in general. So, don't get too excited about a 15. That's about where it should be for a company like UPS, right? And Coca-Cola trades at a 22. A dosey do. That's about fair for where Coca-Cola should trade. arguably one of the safest business models in the entire stock market, right? But I'm concerned with both of those in regards to guidance around margins and around earnings per share for those two specific stocks. Spotify don't have a strong opinion there. Robin Hood, so good and bad with Robin Hood. Robin Hood last quarter could have gotten hurt substantially because crypto was in a tough place, Bitcoin specifically, right in Ethereum. And then additionally, you had the stock market going down. So Robin Hood for their last quarter numbers shaky. Guidance might not be bad. Guide if they're doing any sort of guidance that might actually be good for Robin Hood. So yeah, Visa comes in and beats their numbers almost every quarter, but Visa is one of those stocks. It doesn't move big. It's um you know, it's one of those stocks on earnings. Is it V? Yeah, it's just V. Um the is one of those stocks on earnings that honestly it moves like 3 to 6%. It's not a big mover. Oh, is that a dosey do as well for Visa? A 22 Ford P there. Yeah, great company obviously a 101. I mean, very special. Now, there is a stock I like more than uh Visa, by the way. And it is a company named American Express. Yes, I like American Express more than Visa. Uh getting at a discount. And I actually believe American Express actually a little bit more of a premium business model. Okay. Nay has been a mess for years, remains a mess, right? SoFi should come in with phenomenal numbers. SoFi, I like where SoFi stock is positioned going in these earnings as well. If they come out with great numbers, great guidance, you know, great commentary on the conference call with Anthony Notto, SoFi could go back to a$22 to $25 stock after earnings, right? Eventually, we're going to get back to the 30s, but that might take a bit of time. But yeah, great numbers, great conference call. Anthonyto, you know, sounds good and confident. We're going 22 to 25 after earnings. If this stock drops in any substantial way and you go back to the $15 to $16 level for long-term investors that love SoFi, it's a great buying opportunity, right? Mr. Softy, Microsoft, they usually come in and beat numbers. Don't, you know, don't be surprised at all. If Microsoft comes in and misses, that'd be a little scary. Now, Microsoft's valuation's gotten very attractive recently, and I've been talking about this one on the channel last month or two. Like, I wouldn't mind buying Microsoft. I'm not going to buy Microsoft just because I have so many other opportunities in the market, and I'm already heavily invested into a lot of big tech companies like Meta, like AMD, um, like Amazon, right? But Microsoft, I've been talking about this one the last month or two. It's a buy, you know, straight up like it's a buy. I don't know what other way to put it. So, Microsoft should come in with good numbers. And if you're a long-term investor, I would actually hope the stock goes down in the earnings. Same exact thing for Amazon, Meta, and Google McDougall. You know, if I was, you know, actually I am an investor in all three of those companies. Thinking about it, Amazon and Meta are big positions for me. Google much smaller position and I've actually sold a good amount of my Google McDougall as well. But for these stocks, the nice thing with Meta is it sets up well from a valuation perspective. It's got a 224p a dosey do for a company that you know double digit earnings per share and revenue growth for years to go in the future. I think that's pretty darn attractive. Google's been running heavy.

### Segment 7 (30:00 - 35:00) [30:00]

So Google I'd be a little more concerned with Amazon's been running strong as well. So those ones just have more uphill battles to fight here. Meta is a little bit easier. Meta's The issue with Meta, well there's two issues for Meta. The main issue for Meta is analysts are expecting 30% plus revenue growth for this quarter they're about to report which they can do but it is a tough number. Like Meta is a big company nowadays to do a 30% plus revenue growth number. I think they can do it but I'm just like that's impressive and very difficult but they should be able to do it. Amazon and Google don't have those sorts of expectations. People are not expecting Amazon to grow their revenues 30 plus% for this quarter they're about to report or Google. So they just have much more modest expectations. But the other thing Meta has working against it going into these earnings is we don't know like it's just investor base is having trouble figuring out what is Zuckerberg spend for the next several years. We just don't know. We need more guidance for what is Zuckerberg thinking for spend for 27 for 28. Throw us some breadcrumbs please Zuckerberg throw some dang bread. If he can just have a little bit more commentary around it's going to be a much more modest increase to capex in 2728 than this past year. Stock will go back to 75800. It'll happen quick. But people are scared. I'm scared even as an investor. I don't know what he's going to come in with. Like who knows? Maybe in the capex next year they want to spend 150 billion. I just don't know. He's taken it to such extreme levels the last few years that we're just stuck standing here and like uh how high are we going Zuck? So like I feel confident in the numbers. My main concern is the capex spend and ultimately those chips have depreciated over years and that could hold back earnings per share growth in future years. So these are all things to consider, right? So Google McDougall they also usually come in and beat their earnings as well. So, Chipotle, Chipotle's gotten more attractive. Chipotle was a stock I bet against a couple years ago, and it was a good time to bet against that stock. The valuation had ran a lot, but it's come in a lot now. You know, Ford P at 29. So, Chipotle's gotten a lot more interesting. It lost, but the issue with Chipotle is it has lost all hype in regards to that stock. So, this, you know, used to be a very hypy, exciting stock. used to be the darling of Wall Street when it came to the food and drink space. It lost all of that. Like it has no hype and excitement anymore around it, but from a valuation perspective, it's much more intriguing now. Right. Then we have Cheesecake Factory. I'm expecting beats across the board for Cheesecake Factory. And when it comes to cake, the valuation is very attractive. Ford P of 15 with so many growth concepts for the next 10 plus years for that company. That's what makes them very attractive. Chipotle is very established now, right? And they can keep building the locations, but they're very established and they don't have another big growth concept come behind them. Cheesecake's got growth concept after growth concept. We're talking North Italy. We're talking Flower Child. They have a huge opportunity with Culinary Dropout if they want to expand that and Blanco. and we can run through all the different restaurants that they have potential for there, plus new ones they could create if they want. So, I really like Cheesecake and I'm expecting double beats there and um good conference call as well. Mastercard kind of like a Visa situation here. Apple sets up interesting into these earnings. It does set up interesting. So, and the reason being is this is Tim Cook's last quarter, right? Tim Cook's last quarter. Then the four piece high, right? About 31. I think people are probably front run Apple a little bit. Here's a deal. Listen, Tim Cook's leaving the company, right? Um, not like right now, but he is stepping down as CEO and the new guy is going to take over, right? Um, what's his name? John? I can't remember the gentleman's name. He's worked for Apple for like ever, though. But since this is Tim Cook's last quarter, right, as the big dog, I would assume Tim Cook wants to go out on a huge number, huge beats. So, we'll see. Like, you know, I would assume given the announcement and everything, I would assume this is going to be a banger quarter. They wouldn't want to report a bad quarter after Tim Cook just announced he's going to be leaving the company. That would be a that would look bad, right? So that's kind of my thought in regards to that. Rivian, I mean, you know, their vehicles are pretty good, but man, they just, you know, just no bueno. Estee Lauder E stock. So E, I'm expecting beats across the board for E and I'm honestly expecting E to just beat beat beat beat beat for qu qu qu qu quite a while in regards to that stock. So, you know

### Segment 8 (35:00 - 36:00) [35:00]

Ford P on this one looks a little high at 28, but keep in mind, I think this company can come in and beat numbers for quite some time. And so, whatever you think they're going to have earnings per share, my guess is going to be a lot better than everybody's expecting in regards to that, right? Chevron, XL Mobile, I mean, those companies are setting up pretty well because of obviously oil price and everything going on there. Right now, we're in we're about to go into absolutely insane times with earning season. Everybody's company's going to be reporting. Don't get too focused on the short term and the short-term moves and all this stuff, right? Focus on the long term. Focus on the fact that these companies have long runways of growth, right? If Amazon misses or beats their revenue by a little bit, the earnings per share it doesn't mean that much in the grand scheme of where Amazon's headed over the next two decades, just keep that in mind, right? If Amazon's going to become a $10 trillion company, the next hundred billion dollars of market cap is irrelevant, right? So focus on the long term, folks. And that's how you get long-term great results and put yourself in a position over the next 5, 10, 15, 20 years that you're a very happy camper, right? I appreciate you all for joining me as always. Thanks so much for being here. Probably catch you guys on the reaction channel tomorrow. For all of you that are looking to apply, join my private group, private stock group, private wealth group, thousandx. com, private Discord chat, thousandx. com. Did I already mention that? All that good stuff. That will be the pinned comment down there. Let's get you in there. We could probably get you in there maybe end of this week, maybe next week.