This stock could go to $1,000‼️

Everybody say it with me. AMD closes over $300 a share. 303 close here today. Look at that move in the public count, ladies and gentlemen. $48,000 up on AMD stock. Incredible move. Now up $490,000 on AMD stock in the public account. Congratulations to every single person watching this video right now that is uh making fortunes of money on AMD stock. This one is hot and I mean redhot. Public account is running hard right now. This public account about 3 weeks ago, you guys remember it was around $3. 1 million and now we've jumped all the way up to $3. 85 million. So we're talking about, you know, about a $750,000ish move in 3 weeks. And it just goes to show you how quickly things can go from good to bad in the stock market and from bad to good in the stock market. It can happen quick and way faster than anybody really realizes. And people get hit hard in those down cycles, right? It's vicious. But man, the V-shaped recoveries are extreme in the stock market. We now have seven stocks in the public account that we've over doubled money on. Palanteer at a 1,980% gain. ELF at an 800% gain. Meta 587%. AMD is now fourth biggest percentage gainer in the public count 171%. Revolves at 145%. SoFi 129%. Google McDougall 115%. And Amazon's getting close. It's getting real close at this point in time. Three core subjects we're going to speak about in today's video. One is AMD. Where is the stock headed next? We just broke through another all-time high. the key number I told you guys about. And um where's the stock headed to next? Right? and also how to handle a move like this. I'll talk about when I'll consider selling AMD stock in this video. A lot of those sorts of things we'll cover at the beginning of this video. Okay. Two, I want to give some great news for everybody out there. If you're looking for some great news about the overall stock market, I have some very good news for you in this video here today. Number three, we're going to I'm going to share a banger stock with you guys in this video and uh they just reported earnings and um I really like this stock a lot. And we'll talk about what's going on there. One thing only I need from you guys. I hope you appreciate me doing these videos for you guys, keeping you up to date with everything going on with all these stocks and the stocks I love and all that good stuff. All I need from you is just smash that like button, hit that little thumbs up icon if you can do that for me, that would mean the world. Thank you for everybody that's already done that. Additionally, make sure you're subscribed here to the channel if you're not already subscribed. That way you can see more of my videos in the future. And for those of you that want to take your investing up to a much higher level than where you're at today, you can apply to join my private stock group, private wealth group, get access to thousandx. com, all my course curriculums, the private Discord chat, exclusive weekly videos, the AMD chat was popping today. Oh my gosh, look at this. 140 new messages just since 9:36 a. m. It was a busy day in the AMD chat. So, if you're an AMD shareholder or just somebody that wants to take your investing knowledge up to way higher levels, you want to take this much more serious, then you can apply to join the private group. That will be the pinned comment down there today. Okay, ladies and gentlemen, let's talk AMD. Okay, so this stock is now at a new all-time high. It's moved 252% just in the past year. An extraordinary move, right? The stock's never been here. This is the first time ever in history it's been here, right? And so we're at a new territory for AMD now at this point in time. And there's no prior numbers to look at and be like, well, it was here in the past and here's what happened. Last time it was $33 a share, right? We had a pullback. Like there's nothing to look at this point in time. It's just it's a rocket ship, right? And it's just in outer space now floating around, right? And just continues to um I don't know what they call it. The accelerator's on. Now, this is it just broke through a key number. I've been telling you guys what's the key number. If you've been watching the videos on the main channel, the reaction channel, I told you 290. Right around 290 is the key number because that's where the average analyst price target has been on the stock. Right around that $290 level. So, we broke through there. And what did I tell you guys? I said as soon as we hit 290, watch, we're going to go straight to 300. Exactly what happened. We broke that 290 and that was like an like a new acceleration for the stock. And we just went straight to 300 plus. And it looked like, you know, AMD might chill, you know, kind of in maybe the high 280s today or something like that. But once it broke through those 290 range, I mean, it was just straight up to 300 plus like that. Right now, the next here's the thing. Okay, so we're above that price target now at this point in time, which is very key cuz a lot of times when you get above the analysts, the average analyst price targets, analysts start coming out over the future weeks and months and start also then upping their price targets cuz they're behind now. So if you're a bullish analyst and your price targets 290 on AMD, you don't look bullish anymore. Now you look like a bear, right? So, if you want to still claim

that you're an AMD bull and you're an analyst, you better get your price target up and you better do it in the next few weeks or you're going to look kind of foolish, right? Never mind if the stock runs into earnings and after earnings. Then you better make your move up, right? Otherwise, you're just going to look like way off sides in regards to the situation. You know, your boss is going to be like, "Hey, why is AMD trading at blah blah price? You're supposed to be bullish on the stock and yet you got a price target over here. You're making us look like clowns. see what happens. The pressure starts to build and then you get more price targets and so the move to the upside becomes way more extreme, way more quickly than people really anticipate. And this happens time and time again in the stock market. This is nothing new. This is just how it rolls when you got a stock that's very hot. Right now, the further the stock price goes above the price targets, the more extreme the move is going to be because that's going to mean you got even bigger price raises, right? You know, if you're a little off sides here, you could maybe go to 325 price target. If AMD stock goes to 325 and you're bullish on AMD for the next 12 months, you're going to have to come out with a 375 or a 425 price target. See, now that's even more extreme. The ALO react to that, investors react to that, and it pushes the stock up even more. If the stock runs to, let's say, 350 after earnings, you better come through. If you're bullish, analyst, and most analysts on AMD stock are bullish. If they're not bullish, they're kind of in like the hold territory, right? If AMD stock runs to 350 after earnings, you're going to have to after earnings come out with a 450 price target, a 425 price target, maybe even 475. If you're really bullish on the stock, you're going to have to come out with a 500, a five handle on the stock, right? And those are numbers we've never even considered in regards to AMD stock recently. Right now, let me show you something very important. This is the next big number for everybody watching this video right now to remember. Listen, the 380 range is the highest price target you really have from anybody out there right now, right? Uh also, you seen 365. So, let's just call it between 365 and 380. That's where we're running to next. Okay? And so, we're trying to break that highest high. If that breaks, then we'll be 400 plus before you know it, right? And so that's the next range. And um we'll see. We'll see, right? But that's the next numbers to kind of keep in mind between now and then. There's nothing else to to you know break essentially. Now we're just trying to go for the highest number. Break that and then you got nothing left at that point in time cuz then the stock's even higher than the most bullish analyst out there. And if you're even higher than the most bullish analyst, dude, you want to see analysts run like insane to up price targets, just get ready for that. Oh my gosh. And it won't be the first time this has happened. No, just today, we already have analysts starting to panic. They're starting to freak out. I go, crap, man. We're way behind on this. Our price targets are way off, dude. We got to move. Look at Stiffel here today. Stifl just raised its AMD price target by 14%. What happened here? Look at this. As the semiconductor sector enters a pivotable pivotal earning season, Wall Street sentiment around advanced micro devices AMD is turning incrementally more bullish. In a notable move, Stifel raised its price target on AMD by 14. 3% signaling growing confidence in the chipmaker positioning at the center of artificial intelligence infrastructure buildout. Okay, what did they say here? the upgrade from 280 to 320 while maintaining a buy rating. So, they're just maintaining their chasing, right? Cuz now they're like, "Crap, dude. Uh, stock is now above our price target and we got a buy rating on the stock. " How can you have a buy rating if your price target's lower than the stock? Can't. That's why you have to start upping your numbers. And this analyst is going to end up screwed. This happens also in the early stages of a cycle like this. You up your price target, you think you're going out there, right? Oh, we're up in a 320. Dude, AMD could be 320 a week from now. the way this stock's moving, like obviously, you know, who knows? Like there's no guarantees. It could have pullback, blah, blah. But dude, the momentum this stock has AMD could be 320 plus next week. And now you're already looking clownish again cuz you got a buy rating on the stock. You got a 12-month price target that's going to be lower than the stock price is. That's where you get into problems, right? And they might have put this price, they might have, you know, started to kind of put the fundamentals of this 320 price target together weeks ago. And now all of a sudden, like you're like, are you freaking kidding me? AMD is moving up this fast, you could be 320 plus next week while maintaining a buy rating reflects significant optimism because you got to understand all this stuff takes a while. You come out with your 320, it's not like they just thought of this like yesterday afternoon. They this has probably been in the works. You got to get it passed by your boss's bosses and all that crap, right? This is, you know, these are big corporations we're talking with these big firms like Steifel reflects significant optimism. Stifel's revised outlook is anchored in

a convergence of structural tailwinds, accelerating demand for AI compute, deepening relationships with major customers such as Meta Platforms, OpenAI, and a robust product roadmap that includes next generation data center solutions with the anticipated launch of the MI450 series and Helios ahead. What did we just find out right there? Absolutely nothing. absolutely nothing. All of us that are on the up and up on AMD, we've known about this for how long? The relationship with Meta, the relationship with Open AI, the relationship with all the customers in general, the 450 series, the Helio. I mean, dude, this is nothing new. They're so slow. Wall Street is so slow. And that's where your advantage really comes in for being a retail investor, a mom and pop investor. You can get way ahead of this stuff. If you did research on AMD a year ago when the stock was, you know, before this 252% move, you would have known all this. about the relationships they've been talking about. This isn't like, oh my gosh, we just found out about they got a relationship with OpenAI. Meta. Oh my gosh, big companies that do infrastructure and AI, they want AMD chip. This is nothing new. We've known about this for months or even a year plus. And so, this is where your advantage comes in. Wall Street moves slow. You got to beat them. And at first the stock might not move and you'll be like, gosh, man. Like I I'm beating them to the punch. They'll move when they want them to move, right? And um you have that opportunity to beat these guys and you will beat these guys. You know that that's a thing like I consistently come ahead of these guys and I'll get on to one of these stocks way before they ever see it. Palanteer is a great example. You know, Wall Street had no interest in Palanteer when this was a five, six, $7 stock, right? myself and a lot of people in the Palunteer community, well the select few right? We saw it and we're like this company's going to have great growth rates moving for forward, right? And like Palant, you know, Wall Street didn't even start to notice Palanteer till that stock was in the 80s. I remember the stock was like in the 80s and then all a sudden Wall Street started to really talk about Palunteer. Meanwhile, the year before, two years before the stock was eight and they could they had no interest in that stock and then it was 80 and they started to pay attention, right? And that was start They're so slow. Speaking about Palunteer, right? Now, we got to get into when's the right time to cash shares on AMD stock, right? How to process this. Because here's the thing. There's countless people now with AMD stock that have made thousands of dollars, tens of thousands of dollars, hundreds right? I even millions of dollars. something I post on X here today like how much money have you made and just overwhelming and then the people in the private stock group like you know a lot of been posting screenshots and stuff like you know up $70,000 up hundred something thousand like up $5,000 like just you know people making thousands tens of thousands or hundreds of thousands right and so what do you do how do you process that all those sorts of things right when you're in a stock that is just absolutely ripping and you're making more money than you ever dreamt in your life even if you thought AMD might go to 300 00 right when it actually happens it like takes a moment to process like dude this is real like this is actually happened like AMD just closed at $33 like this is like oh my gosh my portfolio is actually blah blah price right no Palanteer many of us made life-changing money on the stock right I own so many Palanteer shares it was ridiculous you know a while back obviously I took most of my profits on Palanteer last year because I believe this is kind of just a rangebound stock you know between kind of 125 and the 200ish range for the several years, right? But I made insane money on Palunteer, right? The gains are ridiculous. Sitting on almost 2,000% gains, you know, bought the stock in the sevens. And if you invest in Palanteer, the bottom line is you bought Palanteer shares in 2022 or even into 2023, you made life-changing money. Life-changing money, right? Like your life is never the same. Like you got to have experiences or a portfolio or buy stuff that you just never even thought possible. Right now, Palunteer, here's the thing, right? When that stock made its first big run, it ran to the $10 to $15 range, right? Huge. That's a huge move. When this stock was, this remember this stock, I think, you know, bottomed at 598. And if you look at the stock, November 30th, 2022 was $642, right? I got a lot of shares in the sevens and in the eights. And so when you run from $6 stock to 10 to 15, that's a massive move. You just made crazy money, right? And I can tell you, I remember a lot of people selling at 10, 12, 15. And they they thought the move had happened, right? Like, woo, we did so great. We doubled our money. We tripled our money. Like, and they took it and they ran in respect. Like, there's no shame in that game, right?

But what they had to understand is the big move was still ahead. Then the stock moved to the $20ish dollar range and a lot of people took profits and then the stock kind of flattened out during this phase in kind of the 20-ish range, right? And people are like, man, what a run, you know, from five bucks in 2022 to, you know, late 2023 into 2024 in the 20-ish range. Like, we made it, man. The big move happened. The big move still hadn't actually happened, ladies and gentlemen. Okay. Then the stock runs to the $40 to $50 range and people like, "Oh my gosh, this has to be the top. " Like, that's insane, right? and a lot of people sold there, right? And ultimately the stock ended up running to over $200 before it was all said and done, right? So understand great companies when they go on a run, run. It's not like, oh, it's a double, that's it. Like if you really got a fundamental change in your business model, which is what AMD has, right? Palanteer had that. They had a fundamental change in their business model once AIP came out, right? and AMD has a fundamental change going on with the AI chips, right? And also the CPU chips are very needed as well. So there's multiple fundamental changes going on with AMD right now. And so just understand the run, you know, I'm sure there's been people that have already taken profits when it ran to 200, not realizing it's got a lot further to run than $200, right? So right now, the way to look at a stock like AMD is a freight train, right? You're on this freight train for the ride and so you want to try to stay on this ride as long as possible. Eventually the freight train will go off the tracks, but it's not right now. You're just enjoy the ride right now, man. It's like one of those really nice freight trains, too. One of those that has like a, you know, it has like a whole cabin in it and you can like sleep in it. It's one of those trains. That's what AMD stock, right? And what is the emergency to get out of AMD? You know, if you made thousands, tens of thousands, hundreds of thousand dollars, millions of dollars in AMD, what's the rush to get out? You that desperate to pay your taxes? Like, what's it? What? There's no emergency. AMD's numbers are going to be insane all the way deep into like 2030 plus. So, like the 450 series is finally getting to the really fun part, but that's like the beginning of the really fun part. Like, if you think the 450 series numbers are going to be crazy, just wait till the 500 series. like you know all this stuff builds on itself and um excuse me based upon what Lisa Sue talked about for compound annual growth rate she's talked about 35%ish for the next many years right years out and what do we know about Lisa Sue she usually sandbags so if she's talking about 35%ish compounded annual growth don't be surprised if the number's way higher than that okay like Lucy Sue sandbags She loves to be the one that, you know, comes in with a little more conservative numbers and then comes in and crushes those and then says, "Man, the market's just, you know, the market's just much better than we anticipated. It's much bigger than we thought. We used to think the TAM was going to be blah blah number, but you know what? Now we're looking at it. We think the TAM's this number actually, right? That's Lisa Sue. And so it's a freight train. You know, you don't get in the way of a freight train. You just stay on the ride, right? We're not looking to jump off and, you know, skin our knees or mess up our legs or something like that. Right now, remember, right, remember why you take risk into individual stocks. This is why we do it for these sorts of outlier situations where you make stupid money, right? This is why we take that risk. Like, we could just put our money under the mattress, right? Take no risk other than your house might get robbed or something like that, right? Or you could just keep it in the bank, right? You know, not much risk. Hopefully your bank doesn't go on. You could do something as simple as buy like an S& P 500 index fund. Usually they tell you can get, you know, somewhere between like 8 to 10% on an S& P 500 index fund a year. You could do that. Spread your money all around 500 companies, right? You might have some really great ones in there. crap ones in there. Might have some me ones in there. But you could do that. But this is why we do individual stocks. This is why we take the risk. When you take risk in individual stocks, let's say you have a concentrated portfolio of 15 stocks, you got your whole portfolio riding on these 15 stocks, right? If a few of those go bad, it can hurt your portfolio quite a bit, right? But we're willing to take that risk because we're betting that a few of them are going to be absolute juggernauts and they're going to make us more money than we ever dreamt and those will pay for any mistakes we made. And not by a small amount, but by a large amount. When you have a Tesla like I had back in the day where you make like 2,000 plus percent on, right? When you have a Palanteer like I had or an ELF or a Meta, these companies make you more money than you could ever imagine. And so if you ever get it wrong, it's fine

because you have certain other stocks that go up so much and you make such ridiculous amounts of money on those stocks that it way offsets the mistakes you made. Okay, that's the whole game. And that's why we do this. And that's why I'm never ashamed of if I invest into a stock and lose money where cry me a river. It's fine. It's part of the game. process. This is why we take that risk for these outsized type gains. Right? Now, think about me for a moment. Right? Remember this kid right here? This is picture was from, if I recall, 2009. This is just when I was starting to really get into investing, right? And really starting to do a lot of research on Warren Buffett and how he picked stocks and like how to run a portfolio and business models and how to value companies. I was starting to get into all that fun stuff, right? And just kept taking it more and more serious as the years ticked on. But think about how many hours that kid right there has put into investing. Think about that for a moment. He'll never get those hours back. Never. Never. Think about, you know, I got into this game at 18, 19 years old. Think about all the parties I turned down because I wanted to work extra so I could invest even more money. Think about, you know, all the extra video game time I could have had where I played a lot more video games. Call of Duty, I used to love Call of Duty, right? And Madden and all those games. I could have played so many more video games. Think about all the times I could have watched more Netflix shows or done all that sort of stuff, right? Or gone places. Like could have done all that stuff, right? Those are hours I'll never get back in this life. But you got to think about like where my life is now, right? So my life nowadays, I was kind of thinking about this, right? I was thinking about you never get back those hours you spend into this game when you're investing, right? But my life nowadays, money is basically irrelevant on a daily basis. I can do basically everything in this world and it's not even like it's a such a small amount of money from what I would make in a given day that it's honestly irrelevant. It I don't make my decisions based upon like what is a certain price. It's just like if that's the best restaurant over there in the city, we're going there tonight, right? If you know that's the best hotel in this place we're traveling, we're staying there. Like it's not even like the money is not even important, right? It's such a small amount compared to what I make on a daily basis, right? I can tip big. I you know, back in the day when I was younger and I went out, I had to like do the calculation like what is 15% of this, right? Nowadays, I can tip big, take care of people. I My mom was out. This was uh probably a month or two ago. She want to see me play craps. So, I played craps, won money, and you know, I tipped the dealers a bunch and the people at the cage and all this stuff. And she's like, you know, "Oh my gosh, you just gave away so much of your profit. " I'm like, "Mom, this money is literally not even relevant. I'd rather take care of the people, right? Like, this actually matters to them, right? That's a great feeling. I give away a ton of money every single December to a bunch of nonprofits out there, right? I get to wake up when I want. I get to vacation where I want, when I want. I can go anywhere in the world. And it's not even a question about the money, right? I get to live life on my own terms. Like, if I woke up today and I was like, you know what? I don't want to record a video today. I just want to go hang with my kids today. " I could do that. I don't have to answer to anybody. Nobody. Right? That's living life on your own terms. I don't have to ask the boss like, "Hey, can I get the day off? I want to just hang with my kids today. " No. I live life on my own terms, right? I get to do fun stuff like run the private group, run thousandx, right? Like that stuff is fun to me. It's not even work. And so, yeah, I'll never get those hours back, but man, you know, I wouldn't trade this for anything. I would not trade it for anything, right? I mean, that's incredible. And so, understand when you have a big winner chicken dinner like we have with AMD here, dude, you you know, this is what you play the game for, right? Now, also remember with AMD, this stock could go to $1,000, right? Check this out. This is my bull case and my base case for AMD. Keep in mind the bull case, I always that's always a lower probability. I would call it about a 10% probability that happens. In my bull case for AMD, this stock will be a thousand plus stock, you know, in 2029, just a few years from now, right? And there's a potential in 2030 it could be a $2,000 plus stock. Keep in mind, lower probability. Base case is what I expect for the stock. I have this stock becoming a $1,000 stock under my base case, $1,000 stock. So, you're looking at it today and it's like, wow, $300 for AMD. If the stock's on its way to a thousand over the next few years, we're still early. We're still very early on this move, right? Keep in mind, my base case could be wrong. Maybe the top for AMD is 300. Maybe it's 500. Maybe it's 700. Maybe it never reaches a,000, right? That's a potential

but gosh, if it's going to run to even 600, 300's really early, you know what I mean? Like, we're still early on this move. So, as far as the way I look at it, where's like the first range you could even consider taking a profit? Because I even thought about this today. I'm like, dang, wow, look at this. We're now over 300. And so, I thought, where's the first range you could consider this? And so, my thought is the first range to even consider taking some profits, right? Everybody could be different. Some people could have already taken profits. Somebody people like 30 out3 is good for me. I'm out. You do you, boo. Okay. But my opinion on this as somebody that's an investor in this company and believer where I think the numbers going and you know playing this game for a long time. I think the first range you can even consider taking profits in the is in the $400 to $500 range right and that's more of just like maybe taking out what you put in so you're only playing with house money. So, the way I would think about it is let's say somebody put, you know, let's say somebody bought $50,000 of AMD, right, when it was, I don't know, $100 a share last year or whenever, right? Okay. Stock goes to $450 and like, you know what, let me take my original $50,000 out. So, now I'm only playing with what we call house money. It's only profits now at that point in time. Fair, right? And then for every $50 or $100 up from there, they can always take a little more profit, a little more profit as time goes. But that's like the first range you could even consider. Like I was looking at it today and I'm like, do I want to take any profit? I just have no interest yet. We run to, you know, somewhere closer to 400 or maybe even 500, then I might consider taking some out, right? But it's mainly just like some of the money I put into the stock, right? Not I mean, where do I cons? Like if the stock was $1,000, okay, now we can talk about I would take, you know, big profits out and the original principle, but man, like not 300. I mean, if this stock's going to do what I think it's going to do, we're going to look at 300 as early. We're going to gosh, whoever like, you know, once again, people already took profits at 200. They took profits at 250. This stock runs to a,000, we're going to be laughing like they took profits there. like, you know, we'll be looking back like the people that took profits at $15 for Palanteer and $12 for Palanteer and $20 and they're like, man, the stocks, you know, can't go up any more than this. Who's to say it this? Like, have you ever seen stocks before? Like, there's no limits. You know, Nvidia stock, I mean, people thought when it was a trillion dollar market cap, like I can't go up any higher than that. And then it ran to 4 trillion plus. I think, you know, I don't know what Nvidia's market cap is right now, but it's easily likely 4 trillion plus. I remember having a debate when I got hired at Quicktrip QT back in the day with um one of the much higher ups about Apple stock and he was saying he was an investor in Apple. Like, man, I don't know how much higher it can really go from here. Back then, I think Apple was this is probably either 2010 or 2011. I think Apple stock was like I don't know a 300 billion or $400 billion market cap or something like that, right? A huge number. I mean Apple today is what 4 trillion or somewhere roughly in that range 3 4 trillion company, you know? So don't ever think like oh it's gone up a lot. It can't go up anymore. It's not the way stocks work. It's just not the way they work. And so um you know look at a stock like MU in the run that stock's been on. And that stock's I think a little under $500 right now. I mean, when it ran to 200, you thought there's no way this stock can go up any higher than 200. That's insane for MU. Then it went to 300 and it went to 400. And now it's knocking on the door. $500, right? So, and semiconductor stocks. I pointed this out on the reaction channel last night. Jeremy Lefay makes money. If you guys watched the reaction channel video last night, what' I tell you? Amazon Prime truck driving around the neighborhood. Bullish Amazon. Uh, what did I tell you guys? I said when these semiconductor related stocks when they go on a run their run is ridiculous. This isn't like no like normal run about like oh the stock went up like 10% 20% 50%. Dude when these stocks run they'll run hundreds of percent in like months. We're not even talking years. And I can give you example after example of semiconductor stocks. When these stocks suck, man, do they suck, right? Like these stocks when they're going in through bearish times, they'll go down 50% before you even know it. You have your flapjacks on the floor and you're like, "Dude, why are my flapjacks on the floor? What happened here? " Right? It happens quick when things are really bad for these companies and they're going through a tough time. We're not in in a very bullish time for the next several years for these companies, right? And so, just understand that. Um, it's fun, man. The party's going on. you know, the party started and it's going on and we're going to party for a while in regards to this. Okay. All right. Next one up here. Great news for the

stock market I have for you and then we'll talk about a banger stock that just reported earnings and uh my thoughts there on potential upside. Okay. You want some great news? I'm going to give you some more great news. Okay, listen. Have you seen how much money is in money market funds out there? Ladies and gentlemen, we're talking and this was as of the latest period, the last period, which is a kind of a lagging indicator. We were at like $8. 2 trillion in money market funds. I honestly think the numbers even bigger now. I think we're probably realistically at like an $ 8. 5 trillion number in money market funds. So, just understand if you're trying to conceptualize, right? And even Trump was trying to conceptualize this on CNBC when he went on for his interview yesterday, which I reacted to along with a lot of other things on the reaction channel last night, right? And Trump is like, man, you know, I thought the market would have been down 20%. And you know, NASDAQ only went down 13%. And then people are like, how do these V-shaped recoveries happen, man? It happens so quick. There's a$8 trillion plus problem in this world. People have too much money just sitting on the sidelines. And I know some of these people personally. I have friends that have way too much money on the sidelines and they're waiting for a crash in the market and they keep getting frustrated and they're over there and they're collecting their 3 to 4% on treasuries and they like that, but they're watching the market rip year after year. Ever since 2022, this market's been on a riper rally. Like sure, if we had plenty of corrections and, you know, drama since 2022, yes. But at the end of the day, since this market bottom in Q4 2022, right? This market's been ripping. And so, you're over there collecting your 4%. And you've got, you know, whatever amount of money you got, $50 million on the sideline. You're like, "Dude, why do I not have that $50 million in the market? Look at the S& P. Look at the NASDAQ. Look at all these stocks that have gone up so much. " Right? That's why. And so, understand there's a money problem in this world. And the money problem is rich people got way too much money chilling and that money has to go somewhere and no one wants to buy real estate right now. That by the way that could change massively over the next 2 to 5 years. Real estate could get really hot again over the next 2 to 5 years. It's ice cold right now, right? It's iceman cold. Um but that's the situation right now. Like in a few years from now that could be a real estate market could be redot. So just keep that in mind. it's like the next play, but that's a couple years from now. But anyways, like just understand money's got to go somewhere and so it goes in the market. So anytime you get any sort of correction, small correction, especially if you get a large correction, money's ready to come in this market because there's just a ridiculous amount of money over there. And when that money comes in, woo, it's big money. Let me show you something. Okay, this is uh posted in our private stock group. We post this for the members. A lot of members, you know, obviously work for big corporations, so they're very busy or they're business owners, things like that, right? And so, every week we post this weekly investor report just help everybody out, you know, kind of keep up to date with everything going on in the market and whatnot, right? And so, one of the things we show is AI investor sentiment. Look, it look it this week, uh, this was this past week, right? The newest data will come out likely tomorrow in regards to this, but look it, almost 43% of investors are bearish on the market the next 6 months. That's way higher than the historical average, which means you still have a lot of bears to pull over to the bullish side. It's good news. That's very, very good news. Okay. Now, let's talk about a banger stock that just reported earnings. I love this one. Okay. All right. What if I told you there is a stock in the stock market? Okay. This company has strong revenue growth. This company over the last several years is a strong has had strong profit growth. This company has a very predictable business model. There's there no cyclical business model that's up and down and all around. Nope. Very predictable. Right. They got a great proven CEO of this company and since this CEO took over the company, the stock's gone up dramatically. The business model has improved dramatically. It's amazing company. The company has great financial statements and the company trades at a forward P under 25, right? You say, "Sounds too good to be true. " Like, there's no way. Like, what? This company? What? Yeah, this company does exist, ladies and gentlemen. By the way, those are the membership cards you get when you join the private group. Except for this card, unless you become a lifetime member in the private group. That is the pin comment down there. So, what is this company? Service Now, ticker symbol now on this one. This is a position I bought recently. Okay. And um I put about $100,000ish into this stock. This company just came out with earnings. Okay, listen to these numbers. Have your flapjacks flipped. Service Now beats high end of guidance across all Q1

2026 topline growth and profitability metrics. Raises fullear subscription revenue outlook. Subscription revenues came in just under $3. 7 billion in Q1, representing 22% year-over-year growth and 19% on constant currency. Total revenues came in at $3. 77 billion, representing 22% growth and 19% constant currency. Current remaining performance obligations for the quarter came in at 12. 64 billion, representing 22. 5% year-over-year growth and 21% on a constant currency basis. Remaining performance obligations came in at 27. 7 billion in Q1, representing 25% year-over-year growth and 23. 5% on a constant currency basis. And now assist, this is important, customers spending over $1 million in annual contract value grew 130% year-over-year. Okay, listen. This number right here is really important. Remaining performance obligations, RPOS, right? The number grew 23. 5% on a constant currency basis while revenue was only up 19% on a constant currency basis. You want to see remaining performance obligations growing or let's just call it it's a bigger percentage number than what your actual revenue is going up in that particular quarter. That's going to mean good things for your long-term revenue trajectory. Okay. So like the headline numbers are all very good. Now here's the issue with Service Now. I always look at my companies the bad, the good and the ugly, right? All the good stuff. 22% revenue growth. Great. Cost of revenues where they had problems. Up 46% for subscription there, right? Professional services up 33%. Both those numbers grew much more substantially in revenue. I don't like that. Total cost of revenue up 44%. Gross profit grew 16% which is a strong number, but it's less than revenue grew. So that's not good. Sales and marketing grew 15%. R& D grew 17%. Those numbers are fine. They're much less of a clip. Then revenue went up, right? GNA was a problem. 26% growth there. So total operating expenses grew 17% which is not good because gross profit was up 16%. So it grew faster than gross profit. So income from operations grew 12%. They got destroyed on taxes. They got a 115% provision for income taxes up 115% year-over-year. So that was a brutal just hit there, right? Uh net income up 2%, dilute EPS up 2%. So this is a company that usually their earnings per share grows very rapidly. This was a bad quarter for them in regards to that, right? So you clearly have an expense problem right now. What's my view on that? This is all short-term stuff. Like the expense profile, the expense problem is going to be solved for this company. They they've done several acquisition including Armis recently, right? That's a mess for the company. They're spending big on AI right now, right? For the long-term future of this company. They got stockbased compensation going on. They got a bunch of moving parts that's hurting profitability in the short term, right? I'm not worried at all about this over the long term. CEO was just talking about headcount should be roughly where it is right now, even next year. So, the moral of the story is here, I think everybody's going to get caught up into the expenses right now in the short term. I look at these companies for the next several years and I see a company that's growing revenues rapidly, is going to grow revenues rapidly for a long time. they will get expenses solved over the next I would say 9 to 15 months and then you'll start to see that earnings per share go up rapidly again and then everybody's going to look and they're going to be like oh my gosh like you know service now look at how fast the earnings per share is growing and that's what I believe is going to happen here now as far as the balance sheet for this company you got to always think about if you're investing in this company for the next several years the balance she's got to be good too right cash and cash equivalents of this company $2. 7 billion marketable securities ities here about $2. 5 billion. If you look at long-term marketable securities, 2. 7 billion. Strategic investments 1. 7 billion. Long-term debt 1 point uh about 1. 5 billion there. So, the balance sheet's a banger. And um you know, the expenses will be figured out here. So, the bottom line is with Service Now, I look at it as a scoop up as much as you can with the stock, but you got to watch risk, right? You can't ever get to invest in these stocks that you'd take, you know, too much risk. But I'm, you know, I view the view as scoop as up as much as possible, hold for the next 3 to seven years and um get ready for a party long term. Appreciate you for joining me as always. Hope you enjoyed today's video. Hope you appreciate it. If you're looking to become a much better investor than where you're at right now and you want to apply, join private stock group, private wealth group, get access to thousandx. com, um the private Discord chat, join us in there. That will be the pinned comment down there. And um why not? I, you know, let's take it up a level.