Why Meta Is Soaring While Software Giants Falter – A Deep Dive Into Today’s Market Moves

Name: I Just Bought a NEW STOCK ($60,000 spent)
Uploaded: 2026-01-30T23:09:33.225142+00:00
Channel: Financial Education
Description: Summary and key takeaways on Why Meta Is Soaring While Software Giants Falter – A Deep Dive Into Today’s Market Moves, covering Overview The narrator’s public

Financial Education

Jan 30, 2026

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4 min read

YouTube video ID: eAT1PB-DOHY

Source: YouTube video by Financial Education — Watch original video

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Overview

The narrator’s public trading account jumped $80,000 in a single day, largely thanks to a $17,000 gain on Meta (META) stock.
While Meta surged, a host of other high‑profile tech names (Microsoft, Snowflake, Salesforce, ServiceNow, Oracle, Netflix, Adobe, etc.) suffered double‑digit declines over the past few months.

Market Winners & Losers

Winners: Meta (beast mode), Micron (MU) – up 357% year‑to‑date.
Losers:
Microsoft: down $58/share (‑12% today, ‑22% over 3 mo).
Snowflake: down 8% today, ‑26% over 3 mo.
Salesforce (CRM): down 7% today, ‑20%+ over the month.
ServiceNow: down 12% today, ‑40% over 3 mo.
Oracle: down 4% today, ‑41% over 3 mo.
Netflix: down 2% today, ‑25% over 3 mo.
Adobe: down 3% today, ‑17.7% over the month.

Why Meta Outperforms Microsoft

Valuation & Growth: Meta trades at a cheaper multiple with faster revenue growth than Microsoft.
Competitive Landscape: No direct consumer‑app rival threatens Meta’s core platforms, whereas Microsoft is exposed to AI‑related uncertainty (OpenAI funding, Anthropic competition, cloud pricing pressure).
Risk Profile: Meta’s story is “clean” – no reliance on external AI partners, no looming regulatory headwinds that could dent Azure growth.

Software Stocks Under the Microscope

Snowflake

Historically loss‑making, now flipping to profitability.
Forward P/E still high (≈134×), but earnings could accelerate in the next 2‑3 years, potentially compressing valuation.
Considered a high‑risk, high‑reward growth play; not a core holding for new investors.

Salesforce (CRM)

Forward P/E of 16× (2‑year forward 4×) – appears deeply cheap.
Projected double‑digit EPS and revenue growth through 2029.
Bull case: 14% revenue CAGR (2026‑2029) → 30%+ annual total return.
Even a “bare” case (6% revenue CAGR) still beats the broader market.

Palantir (PLTR)

Political risk: heavy reliance on government contracts, especially ICE.
Democratic‑party backlash could jeopardize future contracts.
Valuation hinges on sustained ultra‑high growth; any slowdown could crush the stock.

Adobe (ADBE)

Base case: 8‑10% revenue growth, 10‑12% EPS growth → ~21% CAGR.
Even a worst‑case scenario (2% growth) only erodes a few percent, not a total collapse.
Strong margins (~80%) and recurring revenue make it a stable, attractive buy at current multiples (forward P/E 20‑25×).

The Micron (MU) Conundrum

Short‑term: Record‑breaking profits expected in 2026‑27 due to AI‑driven memory demand.
Long‑term: Memory market is highly cyclical; after a peak, capacity additions and price compression typically cause sharp declines.
The narrator advises exiting Micron after the 2026 profit peak, avoiding exposure to the inevitable down‑cycle.

Investment Strategy & Recent Trades

$60,000 allocated today to three core picks plus a new position:
Adobe – 70 shares.
Salesforce – 90 shares.
ServiceNow – 180 shares.
New stock (unspecified) – added for diversification.
Rationale: All three are deeply discounted relative to their growth prospects and have sticky SaaS revenue models.
Plan: Keep adding to these positions over the next 2‑3 months, regardless of short‑term market noise.

Rotation Outlook: From Hardware to Software

Current AI hype has funneled capital into hardware (Nvidia, AMD, Micron, SanDisk, Corning).
The narrator predicts a mid‑to‑late‑2024/2025 rotation where money flows back into beaten‑down software stocks that will ultimately benefit from AI adoption.
This mirrors the 2022‑23 Google rally where a previously dismissed stock rebounded spectacularly.

Final Thoughts

The market is not a bear overall (S&P 500 only ~‑1.5% from all‑time highs), but many high‑quality SaaS names are trading at rock‑bottom valuations due to over‑reaction.
Prioritize clean, low‑risk growth (Meta, Salesforce, Adobe) and avoid cyclical hardware exposure beyond the short‑term profit window.
Stay disciplined: buy on dips, monitor political/regulatory risk (Palantir), and be ready to rotate out of memory chips once the 2026 profit peak is reached.

The key takeaway is that while AI‑driven hardware stocks like Micron can deliver spectacular short‑term gains, the real long‑term upside lies in undervalued, high‑margin software companies such as Meta, Salesforce, and Adobe—especially when they are trading at deep discounts after market over‑reactions.

Frequently Asked Questions

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Yes, the full transcript for this video is available on this page. Click 'Show transcript' in the sidebar to read it.

Why Meta Outperforms Microsoft

- **Valuation & Growth**: Meta trades at a cheaper multiple with faster revenue growth than Microsoft. - **Competitive Landscape**: No direct consumer‑app rival threatens Meta’s core platforms, whereas Microsoft is exposed to AI‑related uncertainty (OpenAI funding, Anthropic competition, cloud pricing pressure). - **Risk Profile**: Meta’s story is “clean” – no reliance on external AI partners, no looming regulatory headwinds that could dent Azure growth.

Helpful resources related to this video

If you want to practice or explore the concepts discussed in the video, these commonly used tools may help.

The Intelligent Investor Paperback Recommended

Provides timeless value investing principles that help investors evaluate undervalued software stocks like Salesforce and Adobe, essential for long‑term portfolio building now.

Amazon →

Investing For Dummies Book

A beginner‑friendly guide that explains stock fundamentals, risk assessment, and portfolio diversification, useful for navigating volatile hardware vs. software rotations today.

Amazon →

Financial Modeling In Excel Book

Teaches how to build projection models for earnings and cash flow, enabling investors to assess growth cases for companies like Snowflake and Palantir in the current market.

Amazon →

Links may be affiliate links. We only include resources that are genuinely relevant to the topic.

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Full Transcript YouTube

You got to be flipping my flapjacks.
Talk about a booming day for the public
count here today. Up over $80,000.
And it feels extra good because today's
not a very good day for a lot of stocks
out there. A lot of stocks are getting
absolutely obliterated here today. And
uh public account being up that much is
uh a very very thankful feeling. And why
is that? Well, it really comes down to
Meta Stock. Meta Stock absolutely going
beast mode here today. Up $17,000
on Meta Stock here today. Unbelievable.
I still think about the days when I used
to dream of making $100,000 in a year
back when I was working for Quick Trip
in management. I remember I think it was
2013 I made like $55,000 from Quick
Trip. Um and then I made another like
almost I think it was close to $40,000
from basically stocks I took profits on.
And so I got close to making $100,000 in
a year. I didn't quite get it, but I got
pretty dang close. And what a feeling
that was. to see, you know, now one
position in one portfolio to be up
100,000. Like, man, we come we come
along, right? Right. And a lot of people
thought this this move in Meta, by the
way, they thought it would fade. A lot
of people said, "Oh, that that move's
going to fade." H never faded. That's
pretty incredible, right? But there's a
lot of pain out there. We got to admit
it. I mean, Microsoft stock, look at
this one. Down $58 a share here today,
down 12%. Over the past three months,
that stock is down a dosey dose. down
22% in the past 3 months. Look at
Snowflake stock. Snowflake down another
8% here today. Down 26% in the past 3
months. No bueno. Look at Salesforce.
Oh, Salesforce just getting obliterated.
Down 20% plus in the past month. Down
another 7% here today for CRM. Palunteer
is starting to have some tears coming
out, right? Down about 20% the past
month. Down another 5% here today. did
break 150 which was just kind of like
wasn't a big technical move. It was just
kind of like from a psychological
perspective of breaking that 150 line
item, right? Uh Adobe stock, this one
continues to get obliterated down 17.7%
the past month, down another 3% here
today. This one's already gone down so
much that it's getting hard to push it
down more. So you see a lot of these
other stocks down 5 7 12%, right?
Adobee's getting tough to push down
because the valuation is already so low.
Look at Intuit today. Intuitit's down
about 8% here today. Woo. I mean, we're
talking about many of these are the best
business models in the world factually.
When you look at their margin profiles,
when you look at how their b their
business just continues to recur over
and over, right? When you think about
their profitability, like these are many
of the best businesses in the world.
They're just getting obliterated right
now. Inuit, it's down 26% just in the
past month. Ladies and gentlemen,
service now got slammed again. Another
12% here today. That stock's down almost
40%. 40 almost 40% the past three
months. It's a bloodbath for Service Now
stock. Oracle, is this baby on the way
to zero or what? I mean, it's
incredible. This stock's now down 41%
the past 3 months, down another 4%. It's
that stock just can't get a break. Even
Netflix. So, it's not just software
stocks, although anything software
related just continues to get hammered.
But look at even Netflix here today.
Netflix down another dose, another two
today, right? Over the past three
months, the stock's been, you know,
basically lost a quarter of its value
just in the past three months for
Netflix. Unbelievable. Meanwhile, the
market's not like, "Oh, this market's so
bad." No, it's not. The the Q is just
down like one and a half% from all-time
highs. Big deal. Like that. That's
incredible to see the pain so many of
these stocks are going through. And like
I said, some of the best business models
in the world off of a 1 and a.5% down
for the cues. You got to think like
where would this market be? I mean,
where would some of these stocks be if
it wasn't for that, right? These stocks
or many of them are in a bare market,
which isn't crazy cuz it's not like
we're in a bare market for the stock
market. The Q's are down 1.5%. Right? I
think the S&P 500's down maybe 2% from
alltime highs or something like that. 1
or 2%, right? But you look at countless
of these stocks and they're down 20, 30,
40, 50% even some of them from kind of
their recent highs, right? For countless
of these stocks. So imagine imagine
where these stock prices would be if we
had an actual overall bare market. Woo
wee. Oh, there'll be damage. Micron,
this is a complete opposite of what's
going on with these other stocks. MU
stock continues to just just be a beast.
I mean, don't be surprised if it's up a
bunch more tomorrow, uh, basically off a
SanDisk. This one's up 357%
the past year, right? Is a stock the
easiest money? Cuz it just it literally
it seems like every single week, every
single month, it just goes up up up up
up. Is this just an easy money stock or
is it a big trap? I want to talk about
that today. I think it's a very
important subject here, Dave. Ladies and
gentlemen, three core subjects we got to
get into in today's video. One is let's
talk about these stocks that are in
their own little bare markets. Okay? Uh
are these opportunities in these
different stocks? Are they not
opportunities? We'll speak about that at
the front of this video. Okay? I know
you guys love when I talk some stocks
and if we got some opportunities out
there or not, right? Second thing we're
going to get into, three stocks I spent
$60,000 on here today, including a brand
new stock I bought. why I went ahead and
did it. And the third subject we'll get
into in this video here today is MU
stock, Micron. Is that an easy money
stock or is that a huge trap investors
are setting themselves up into if they
are buying that stock here over the next
few weeks and over the next few months?
Okay, one thing, one thing only I need
from you guys. If you haven't already
done so, if you could please just smash
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thumbs up icon, that's all I need from
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want to see more of my videos in the
future, you can certainly subscribe. It
is free to do so. And we are at I think
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subscribers now on this channel. Okay.
All righty. Listen up, ladies and
gentlemen.
Check this out. This is Mr. Softy
Microsoft stock. One of the biggest
market caps in the world. One of the
most important stocks in the entire
stock market. One of the most important
companies in the world, right? This
stock is hardly up over the past two
years. I backed this up to kind of
around Valentine's Day of two years ago
essentially. And Mr. Softy sitting at
like a 1% gain, 2% gain over the past,
you know, roughly two years, which is
fascinating. And not only that, it's
down about $110 a share from its 2025
highs, right? So, this stock is in major
damage and we don't know where the
bottom is for this. Like, as of right
now, at least, it's showing no signs of
like a bottom, right? Maybe the bottom's
today, maybe it's next week, maybe it's
next month, maybe it's next year. But as
of right now, you can't really say
there's like, oh, there's some bottoming
formation going on in Microsoft. Like
it's just like this is just a, you know,
just getting absolutely wrecked right
now. If you watch last night's video, I
spoke about many subjects in that video.
The video was called this stock is a
oneup one. Uh, I talked about Microsoft
stock. And what did I say about
Microsoft stock? Did I say Microsoft
stock's a buy? Yeah, I said Microsoft
stock is a buy on, you know, the crash
tomorrow, but but right, we like if
you've got to buy a stock, there's a
better stock to buy out of those MAG
sevens and it's Meta stock, right?
Meta is just such a cleaner buy than
Microsoft is, right? Microsoft's a buy.
It'll make you money over the next 3,
five years in my opinion. Right? Not a
stock I personally own, but I believe
it's a money maker. But Meta is just a
better money maker. It's just cleaner,
right? Microsoft has to deal with the
worries about Open AI. You know, OpenAI
is supposed to do this big fund raise
here coming up soon. I think they're, if
I recall, they're trying to raise like a
hundred billion dollars, some insane
amount, right? We'll see what happens
with that. Let's say they have trouble
raising that money. You Soft Bank
supposed to lead it? We'll see what
happens. What if they have trouble
raising the money?
That's going to lead to worries around
Microsoft. a lot of Microsoft's Azure
growth, you know, and especially what's
kind of predicting the future, a lot of
that comes down to OpenAI. If Open AI is
starting to face a lot of competition
and maybe their valuation's been pushed
way too high, that could actually lead
to some real negativity around
Microsoft, right? Also, there's there's
more worries about Anthropic with the
Claude product being on the tails of
Microsoft as well, right? And obviously,
Microsoft has to face a lot of
competition in the cloud business as
well. So there's a lot of worries from
that perspective. There's just a lot
more worries, a a lot more things to be
concerned about. Meta on the other hand,
any serious competition for Meta?
Nothing. Nothing. There's no like new
app popping off that's like, "Oh my
gosh, this is going to have a billion
users, right?" Nope. Uh do you have to
worry about like a being tied to Open
AI? Nope. None of that worry, none of
that concern. So they don't have any of
that toxicness uh with that stock. So
Meta is just a cleaner stock to own,
right? And it's at cheaper valuation
with better growth rates. So at the end
of the day, like if you're getting
better growth rates, a cheaper
valuation, and a much cleaner story, why
would you not buy Meta over something
like a Microsoft, right? Snowflake, this
stock is just continues to get
obliterated. Down another 8% today, down
26% the past 3 months with Snowflake. Is
this a major opportunity? Well, few
things. one, Snowflake supposed to still
have very strong growth, but the growth
rates could be slowing versus what they
had in past years, right? That's just
something you got to deal with in
regards to that. The thing I'll say
about Snowflake, okay, listen, it's
actually somewhat interesting now. And
the reason it's somewhat interesting to
me now is even though this is not a
stock I personally own right now is they
are in a moment where the business is
flipping from like taking these
ridiculous losses to actually making
profits. Yay. Woohoo. Like grown up.
You're a big boy now, Snowflake. Right.
And so that's really good news. I mean
this company was losing so much money.
It's disgusting. Right? And now they're
flipping over to profitability and they
should continue to build on that profit
over the next several years. free cash
flow continues to kind of build for them
overall. Uh this was an ugly situation.
Look at the operating income or shall we
say operating loss of this company.
We're looking at thousandx.com here. I
mean it's just awful, right? But the
good news is like the worst is behind
Snowflake should be behind Snowflake. At
least in my opinion and analyst opinion
and in uh you know the company's
opinion, right? The worst is over. It
only gets better from here. So that's
actually a kind of a comforting feeling
if you buy a stock and it's only better,
right? Uh look at shareholder equity was
just going down. That should also
bottom. That should start to trend up as
well. So the worst should be over for
this company now at this point in time
which is good. You want to see brighter
days ahead right now. Snowflake could be
a tricky one. And this is why growth
stocks are not actually for usually new
investors to the market. A lot of new
investors want to try to get in growth
stocks. Usually worry about growth
stocks more like when you've been in the
market many many years. And when I say
growth stock, I'm really talking about
ones that are trading at super high P
ratios. And the reason being is they can
be extremely tricky. You can get
absolutely wrecked buying a very high P
ratio company uh as a new investor,
right? Because you might not understand
if the company really can command that
sort of valuation, right? Uh you look at
something like Snowflake, this is a
tricky one because you look at the
forward P 134, you look at the 2-year
forward P96, looks insanely high. It
actually might not be. And here's why.
Snowflake's just in like the first
inning of like flipping over to
profitability, right? In the first one
to three years, the profitability
usually explodes for these companies,
okay? And so Snowflake could eat up
these PE ratios over the next, let's
just call it 36 months, okay? And
Snowflake might actually end up emerging
a much cheaper stock, you know, than
maybe it shows on the surface, which
could mean Snowflake's actually a buy
right now, right? Just something to keep
in mind there. Once again, not a stock I
own. Is it a stock I could own?
Potentially, but there's there's so many
opportunities out there in the market
right now that I'm not desperate to get
into Snowflake. If there was no other
opportunities, maybe I would start a
position of Snowflake in the, you know,
in the high hundreds. But yeah, there's
there's a lot of other opportunities,
including Salesforce. I mean, we're not
going to call it Salesforce anymore.
We're going to call it Slam Force. It's
called Slam Force for now, okay? Until
the stock reverses, Slam Force. It never
stops going down. It's all the way in
Chinatown now at this point in time. But
when you look at Salesforce here, okay,
very important. We're looking at
thousandx stocks.com here. Okay, check
this out. It's too low. Look at the
forward P on the stock 16. 2-year
forward P4. Way too low. The earnings
per share growth here expected to be
very strong double digits. Obviously,
they kind of got a freak thing going on
here in the short term because some
one-offs that happened last year, right?
So, their earnings per share is expected
to skyrocket. But the moral of the story
is Salesforce should be a double-digit
earnings per share grower for years and
years and years to go in the future,
right? Additionally, you look at the
revenue growth expected. I mean, this is
expected to be a double-digit revenue
growth story or at least very very high
singledigit revenue growth story. Okay,
that's just I don't know other way to
put it. That's way too cheap. Way too
cheap in regards to Salesforce. Now,
what I'm showing you is our projections
tool is our beautiful intermediate
projections. This is not advanced
projections. This is the intermediate
projections on thousandx.com here. Okay.
So, running Salesforce numbers, my bull
case for Salesforce, I had the growing
revenue 14% per year on average from
2026 to 2029. And obviously, they kind
of got the freak year as far as, you
know, getting net income, net income 426
for the company should be somewhere in
the 10 to 11 billion range, right? So,
they're doing kind of right in there.
And then after that, 22% net uh net
income growth per year on average. Given
the net income margins come 2029 at
about 29% 29 to 34P would be very fair
for a company growing at these sorts of
growth rates. We have a stock that's
somewhere around $600 to $700 stock
giving me a compounding annual growth
rate of right around 30-ish%. Very
attractive. But bull cases things go
better than I expect. What do I actually
expect? That is my base case for a
stock. So base case for Salesforce here.
I hope you guys love numbers. I hope you
love this. I'm sure you guys do. Here's
my base case for Salesforce. This is
what I expect.
I expect the company to grow revenue 12%
on average 2026 to 2029. Okay, obviously
they got the freak year as far as net
income next year, but then after that
and doing 20% net income growth per year
on average, getting to, you know, a
little under $20 billion in net income
come 2029, right? 27 to 32p is very fair
for a company growing at these sorts of
growth rates. And that gives me a
compound annual growth rate of we can
call it 25% to right around 30%.
very attractive.
Very, very attractive. This is why I'm a
buyer of Salesforce and this is why I'll
remain a buyer for at least the next two
months, but I might buy Salesforce for
the remainder of this year. I know
there's a lot of worries right now about
all these stocks. Oh my gosh, AI, what's
it going to do? It's going to eliminate
everything. No one's going to have a
job. No business is going to make money.
Like, AI is just going to run the world
or something like that. Okay. Okay.
Okay. Here's my bare case for
Salesforce. This would actually mean the
business kind of got disrupted to be
honest. In my bare case, right? This
case I have them only growing 6% on
average revenue per year. This would be
horrible. Disaster. Benny Off would be
like embarrassed at himself and his
whole company. If they only grew 6%
revenues on average per year, right?
Only 10% on average. 2027 to 2029 net
income growth. 22 to 27p be fair for a
SAS related company growing at 6%
topline 10% bottom line that would give
me 11% to 17% kagar give guess what that
still beats the market bare case for
Salesforce still beats the market the
next four years that's why I'm investing
heavily into the stock right now that's
why it's a steel deal
palunteers Palanteer broke 150 to here
today, right? Down about 20% in the past
month. So, what's the deal with
Palunteer? Well, here are my Palanteer
projections. Have you ever seen them?
These are my Palanteer projections on
thousandx.com, right? So, my bull case
for Palanteer, you know, this is an
outside shot, but it's a possibility.
45% revenue growth on average 2026 to
2029. 55% net income growth on average
2026 to 2029. 125 to 145p because the
growth rates would be so insane and you
get a nice 30% plus kaggar but that's an
outside shot. This is a more realistic
scenario I see for Palanteer. 45%
revenue growth in 26 then it goes down
40% in 27 38% in 28 35% in 29 right and
EPS or excuse me net income growth gets
a little slower as the years tick on as
well but still insanely high now in this
scenario since they would still be
growing so strong you might be able to
command 100 to 120 PE ratio because I
mean if you're growing if you're kind of
a sassish related company and you're
growing revenues 30% plus clip and net
income 40% plus clip like you're going
to pay up you're going to have to pay
big bucks for that sort of stock, right?
And then we can still get a 20% plus
kagar in the stock over the next few
years, right? But this is the issue with
Palunteer is you need two things to
happen to actually make good money in
the stock over the next we can call it
four years. You need the company to have
super high growth every year for the
next four years. And you need the
company to command a super high P ratio.
It's possible, but it's not always the
most realistic. Usually one of those two
things ends up giving in. Maybe it's a
high growth rates where yeah, maybe they
grow 45%, you know, this year, but then
all of a sudden they go down to 40% the
next year and maybe the next year is
down to 15% or 20%. Right? And it's
like, woo, you know, we had a big pull
forward in demand and then, you know, it
kind of falls off a bit. So, or you
know, people just aren't willing to pay
as much. Like look at something like
Service Now. Service Now is trading at
like a Ford P right now like 30. They
used to, it wasn't that long ago,
service now people were willing to pay a
Ford P of 70, 80, 90, 100.
So the value, you know, what people are
willing to pay can switch and snap of
fingers. That's the issue, ladies and
gentlemen, with Palunteer. But that's
just one issue. That's a smaller issue.
Now there's this being talked about.
So uh midterms will be coming, right? is
there's an overwhelming belief that the
Democratic Party will take the House
right now. It looks more and more like
Palunteers over the past year or two has
really tried to cozy up to obviously the
Trump administration. They've gotten a
lot of contracts. We know about this,
right? It's part of the reason Palanteer
stock has exploded. The commercial
growth is the real story here, but the
government business is important and it
can be a very profitable side of the
business, right? So there's worries that
Palanteer is basically the deep state,
right? And that's kind of becoming the
enemy of the Democratic party and
they're surveilling everybody and it's
actually really fascinating that you
know it used to be I used to feel like
the Republican party was somebody that
would care more about like you know the
surveillance and all that stuff but
actually now it's a Democratic party.
It's weird like things switch over time
like everybody's kind of takes a turns a
blind eye that are in the Republican
party to what Palanteer does but
Democratic party that's not happening
right and so what could happen is
potentially the overturn of contracts
Palanteer could be seen as you know the
government doesn't want to sign off on
anything Palanteer related at least on
the Democratic side right look at this
for instance back in April ICE awarded
Palanteer $30 million contract to
develop a surveillance platform known as
immigration life life cycle operation
system or immigration OS supporting
enfor enforcement. I mean, we know ICSE
is number one enemy of the Democratic
party right now, right? And everything
that's gone on there, it's a whole
situation. If you ever go on X or on the
news or anything, it's like one of the
top subjects that's literally talked
about every single day right now, right?
And so, Palanteer is kind of walking
into a situation here where they are
enemy number one. And as long as you
have the big the big guy in office and
then you've got all the other branches
kind of covered with the Republican
party, you feel okay. But as soon as
that starts to melt and you start to
lose some of that, it can become um not
a good situation for Palanteer very very
quickly in regards to that, right? And
you can see even the the media is
already starting to portray Palanteer
is, you know, definitely not the good
guys. And this is not new, but I'll say
it's popping up more and more, right?
Look, this is a big article from the New
York Times recently. Trump taps
Palanteer to compile data on Americans.
Hm. Palanteer. This is from The Hill
back uh just a few weeks ago. Palanteer
courts major federal contracts and
controversy in Trump era. This one from
17 hours ago. New Jersey pension pressed
to ditch Palanteer tech firm um over ICE
enforcement. So the thing with
Palunteer, I'm just going to be honest
with you guys. It's got a lot of dark
clouds around it right now. And I don't
think these dark clouds are going to
dissipate anytime soon. Um, everybody
needs an enemy to point their finger and
say that's the bad guy. And
I'm gonna be honest with you guys,
Palanteer's the company they're going to
point their finger at and say that's the
bad guy. And whether you believe
Palanteer is the bad guy or not, it's
irrelevant. There's a ton of very
important individuals that are going to
point their finger and say that's the
bad guy. And since they're going to be
portrayed as the bad guy,
government contracts could get a lot
harder to secure. Some government
contracts could that have already been
done, you know, might they might try to
cancel some. It's it's just going to be
messy. And so there's just going to be
dark clouds surrounding Palanteer for a
while. It's not it's not like this is
going to magically dissipate and it's
all clear skies again. No, there's going
to be dark dark clouds for a while
regarding Palunteer, right? And so
that's something to keep in mind there
with Palunteer.
Now, Adobe ADB Adobe stocks gotten
obliterated. Here's the deal with Adobe.
These are my projections using
thousandx.com. My projections for Adobe.
So my bullcase for Adobe, this is a
pretty sleepy bullc case, is it not? I
have only grown revenue 10% per year,
ladies and gentlemen. And only 12% net
income growth per year, 26 to 29. This
is nothing crazy. 25 to 30p would be
very fair for a company growing low
double digits on top and bottom line,
right? I get myself a 23 to uh to 28%
Kaggar over the next four years. Uh I'm
going to take that every single time.
Are you kidding me? Are you kidding me?
That's a holy smokes saying no joke.
This is my base case. My base case is so
dang conservative regarding Adobe. I
have them only growing revenue 8% per
year. 26 to 29. 10% net income growth 26
to 29. This is nothing crazy, right? A
23 to 28p ratio be very fair for a
company growing top line 8% 10% bottom
line recurring revenue streams. You
know, I'm getting basically a 20% plus
kagar midpoint. 21% kaggar midpoint.
Come on. How am I not gonna buy Adobe? I
got to buy Adobe. The only way I don't
make money in Adobe over the next four
years is if this scenario happens. And
this is like Adobe would have to get
disrupted to only do this. I am only in
my bare case for Adobe has them only
growing revenue 2% per year and net
income only 2% per year. In that
scenario, I lose a few percent on my
money over the next few years, right?
It's not like, oh, I went they went
bankrupt like I lost everything. Like,
no. Oh, the stock's down 90%. No, no,
no, no. So worst case scenario with
Adobe is that's just is a money suck. It
doesn't move for the next four years and
I like look back and I'm like man I
could have had my money in this stock,
this stock, this stock. Um but I'll take
my 21% Kaggar situation. I think that's
much more realistic for Adobe. You look
at a stock like in it in it. Oh my gosh.
Not a stock I personally own, but this
one's even getting intriguing now at
this point in time. Down 26.4% the past
month into it just getting obliterated
right now. No, I gotta say the stock's
attractive. Ford P on the stock is 20.
Two-year Ford P 18.
For it, ladies and gentlemen, this is
very attractive. Look at what analysts
have for, you know, next year's expected
earnings per share growth 13%. Next year
expected revenue growth 12%. Current
year expected revenue growth 14%.
I mean, for a company that has gross
margins around 80%.
That's attractive. Now, you might say,
"Ah, there's another one. It's being
disrupted by AI. AI's taking them out."
But who, you know, like we've been using
QuickBooks for our businesses for years.
My wife does it, right? I don't you I
don't have anything to do with
QuickBooks. Okay. But my wife, since I
got her involved a long time ago, um, to
help me run all the bookkeeping, you
know, when I had my real estate
marketing company, all that, she started
using QuickBooks, right? It's like what
you use if you're a small business owner
and then you build your businesses over
the years and you continue to use
QuickBooks and my CPA loves QuickBooks
like everything can just be imported to
them very in a very simple way and they
love it.
How you going to get my wife off
QuickBooks? You think she's interested
in like switching to something else? No,
of course not. You think my CPA is
interested in, you know, them switching
to some other software or AI or what?
No. What? Like I don't think people live
in the real world. I I'm really
convinced these Wall Streeters don't
live in the real world. They have no
conception or clue about like humans.
Humans. I'm like, we're going to be
using QuickBooks as long as they keep
having a great product. We'll be using
QuickBooks as long as ever. Like like
what are we talking about here? Oh, I'm
going to switch off QuickBooks for I
don't know some AI program or no. No.
Come on, man. And then, you know, to try
to displace them, good luck. Because you
can't displace really their customer
base and then they make so much money,
they're able to funnel that back into
marketing that attracts more people. And
what you end up paying for the services
is a fraction of the value you get out
of it. Like a like very small amount.
It's nothing in the grand scheme of
things. So, I mean, it's just wild,
wild, you know, that they run to these
sorts of conclusions, these Wall
Streeters and these investors, right?
And this is looking at um fiscal year
2025 highlights for Into it. Look at
this. Their global business solutions,
small business, and self-employed. That
was 11.1 billion they did. That was
growth of 16% year-over-year driven by
QuickBooks online, Mailchimp, and
Payroll Services. Online ecosystem was
20% growth year-over-year. The Consumer
Group, Turboax, that was 10% growth
year-over-year. Credit Karma was up 32%
year-over-year to 2.3 billion.
I mean,
Turboax Live revenue for that service
was up 47% to $2 billion. I saw a lot of
commercials last tax season for that
Turboax Live. Holy smokes. I see a lot
of commercials for that. And that's the
thing, they make so much money, they can
then funnel that back into marketing and
helps them grow revenue even more. And
it's very impressive. Very impressive.
Very impressive. But we've got
overreaction Wall Street overreaction,
right? And this not like this is new.
This is These guys have been doing the
same thing for decades. They overreact
on everything. They just freak out like,
"Oh my gosh." Like these business models
that I just ran you through right there.
These were seen as the greatest business
models in the world just a few months
ago.
It's not like, oh, you know, it was like
10 years ago people looked No, no, no.
Like literally just months ago. And now
all of a sudden they're overreacting and
like freaking out and thinking these are
bad business models now and these sorts
of things. And it's like, what? What are
you guys on? You know, like I don't
think, like I said, these Wall
Streeters, a lot of them don't live in
the real world. They don't know what's
going on out here. Warren Buffett,
there's a great interview with Warren
Buffett back in the 80s, right? And the
gentleman that's doing the interview,
um, you can see the quality. Looks like
the 1980s. I was born in the 80s, okay?
Uh, they ask him like, "Why why do you
not live in New York City? Like, why are
you not down there in Wall Street?" And
this is back, I mean, back in those days
still a lot of people were going in
person to make trades and all that
stuff. And Warren Buffett's in Omaha,
Nebraska. Omaha, Nebraska. And he says,
"I prefer not to be on Wall Street."
He's like, "It's just so much
stimulation, you know, it's just people
are, you know, freaking out about this
and that and the news and all this
stuff." And he's like, "Out here in
Omaha, like I can just think with a
clear mind. I don't have to worry about
all that craziness and the overreacting
and this and that, right? And freaking
out and FOMOing into positions and out
of positions. And it's like I can just
focus and I can really resonate with
that. I love New York City. I've gone
the last two summers. I plan to go this
summer. I love New York City especially
in the summertime. Like I love it. Love
it. Cool city. I definitely approve.
Okay. I really enjoy it. But I prefer to
be in Vegas. And you know why? In my
city there's no energy around the stock
market here, right? I don't have to
worry about like, you know, people are
freaking out today because of this and,
you know, all those sorts of vibes. Like
my city, no one's even worried about
investing. Like people come to Vegas to
do the opposite of worrying about like
taking money out of this and putting
money in that, right? People come to
like Vegas to like live the lifestyle
and like spend money and go to the clubs
and gamble and all the other fun things
you can do in Vegas, right? And so I
prefer to be here cuz there's just not
that energy. There's not that like Wall
Street energy of like we gotta FOMO out
of this and FOMO into this. No, no, no,
no, no. And so, you know, I live in New
York City, but I just, you know, the
energy there is just
these guys just get themselves all
wrapped up and then they wonder why they
underperform the S&P 500 every year.
It's like, dude, because you're freaking
out every six seconds. Why do you think
you're not looking at anything from an
objective angle? You're just freaking
It's crazy, man. Crazy. Okay, Netflix
next up here. Listen, Netflix is at very
fair valuations at this point in time.
Ford P now is down to 25. Two or 4 P is
down to 20. This is very fair for
Netflix, but like I told you guys months
ago with regarding Netflix, they got
dark clouds around them. The Warner
Brothers deal, that's going to continue
to be clouds for quite a while around
this stock. What's going to happen
there? Some people want the deal to go
through, other people don't want the
deal to go through. There's so much
uncertainty if the deal is going to go
through. It's It's almost like an
untouchable right now for a lot of the
Wall Streeters and a lot of big money.
So, I don't think it's a bad I think
it's actually a great long-term buy
right now. With that being said, don't
expect to like magically like the stock
to just skyrocket. That's going to
continue to have dark clouds around it
for a while, right? So, just something
to keep in mind in regards to Netflix
stock. Okay. So, next up here, we're
going to talk about three stocks I've
spent $60,000 on today and the new stock
and why and all that good stuff. And
then we'll get into MU and if that's a
huge easy money maker or if that's a
trap there. Right before we get into
that, two pieces of housekeeping. One is
pinned comment down there today. If
you're looking to apply, join Prep Stock
Group, private wealth group, get access,
thousandx stocks.com, my private
Discords chat, exclusive weekly videos,
all that good stuff. Pin comment that's
specifically for people that have over
$100,000 net worth. If you're watching
this right now and you have over a
$100,000 net worth, you'll definitely
want to apply to join us in there. That
group is for you. If you have less than
$100,000 net worth, you can still apply.
It might not be a good fit for you. You
might not join the group, right? But if
you're somebody you got $50,000, $70,000
net worth, something like that, right?
Always feel free to apply. We'll see if
you're a good fit for us. We're I'm
really watching closely as far as like,
you know, who who can join the group and
not. And the reason being is now we're
up to over 3,100
members in the private group. So I'm
trying to stay in the threes overall as
far as 3,000ish members. Um so we've
always watched for years very closely
about like you know making sure the
right type of people are in there and
you know people that are just focused on
gambling money in the market they're not
allowed to join right um you know people
that aren't focused on putting in the
work and those sorts of things like
they've never been allowed to join. Now
we're getting even more selective with
kind of who we let in because I don't
really want to join, you know, have the
group go to 4,000 or 5,000 members. I'm
try to stay in the three. So, we're
pretty selective, but always feel free
to shoot your shot and apply. That will
be pinned comment down there. The second
piece of housekeeping here is this video
if you want to know about all my
investments. Every single stock I own,
real estate properties, all that stuff.
I covered that in this video right here.
H36 net worth 40 mil. Every single
investment I own. Looks like 89,000
people have gotten to watch that video
so far. Um, you'll get a lot of value
out of that if you haven't gotten to
check it out yet. Okay. All righty. So,
next up here, what stocks did I buy?
Well,
I bought Adobe 70 shares here today.
Salesforce 90 shares here today and a
brand new stock. Papa's got a brand new
stock. I bought Service Now, 180 shares
of a company named Service Now, ticker
symbol now. on this one. Okay, so and by
the way, I just posted last night and
I'm like, uh, imagine surface now to my
possible buys watch list. Like that one
was already attractively priced, but
then I saw it down huge and I'm like, I
might actually start a position in that
stock tomorrow, right? Service Now, I
told AI, try to explain it as simple as
possible. Service Now operates a
cloud-based software as a service SAS
model acting as a digital platform of
platforms that automates workflows
across IT, HR, and customer service. It
replaces fragmented manual processes
with a single unified system, charging
enterprises subscription fees to
streamline operations to enhance
productivity. The now platform, it
provides a single cloud-based platform,
no hardware needed that connects
different departments, breaking down
silos between IT, HR, and customer
service teams. Workflow automation. The
core function is to automate routine
tasks like IT support tickets, employee
onboarding, or customer complaints using
pre-built apps or custom workflows.
Subscription revenue model. Service Now
makes money by charging organizations
subscription fees to use its cloud
platform and applications typically
based on the number of users or modules
adopted. Low code no code customization.
It offers a creator environment allowing
companies to build their own custom apps
on the platform without extensive coding
making it highly customizable. Target
market. The platform primarily serves
large complex enterprises. Think Fortune
500 companies that need to manage
complex behindthe-scenes day-to-day
business processes. I hope AI did a good
job of explaining Service Now's business
model to you in less than 2 minutes,
right? And if it didn't, blame AI. Don't
blame me. Okay? But that's Service Now
business model. They're very much needed
if you work for a large company. I mean,
heck, you're probably familiar with
Service Now if you work for a large
company, right? um could also be used in
some midsize companies as well, but
their their sweet spot is really large
companies, you know, multiple different
departments in those companies, right?
Tons of employees. And on from my
understanding, once you get into service
now, sticky. Um I mean, we're talking
about customer retention in the high
90s, right? As far as percentage is
incredible. Now, also you look at like
their release from yesterday. I mean,
they're they're they're partnering with
everybody you want to partner with.
Today, Service Now and Anthropic
announced an expanded partnership to
integrate Claude models more deeply into
Service Now AI platform. Claude helps
power Service Now's enterprisegrade AI
development experience so developers for
all from all skill levels can build and
deploy agentic workflows with built-in
governance. Service Now is bringing
leading cloud models into Service Now to
support secure compliant AI use across
highly regulated industries. Service Now
unveiled a new collaboration with Open
AI in Q1 to maybe that's why the stock's
going down. You can't you can't do
anything with Open AI now at this point
in time, man. Your stock goes down. It's
just like jinxed in Q1 to drive agentic
AI experiences across enterprises. It
will enable direct customer access to
frontier model capabilities, custom
service now AI solutions and increase
speed and scale with no bespoke
development required. Um, also they
partnered with Microsoft. They announced
an integration with Microsoft agent 365
and Service Now AI platform to deliver
seamless agentic AI orchestration and
governance capabilities for joint joint
customers. Uh they also have a deal now
with Figma, a partnership with Figma.
Service Now and Figma launched a
solution in Q4 that connects the Figma
design platform with Service Now AI
platform to accelerate commercialgrade
app development. Customers can use Figma
designs as direct prompts for Service
Now's AI powered build agent to create
secure enterprise ready applications
within minutes. Additionally, recently
they bought a company named Armis. Armis
um you know more in the cyber security
type space right create a unified
endto-end security exposure and
operations stack to help customers
defend against AI powered attacks and
greater confidence in speed so they
acquired this company the deal is
supposed to go through in the second
half of the year of this year that is
and that company's been growing rapidly
I did some research on them last year
like their revenue growth is insane so
that's a huge opportunity for you know
basically service now to integrate that
and the revenue is not going to matter
that much in the very short term as in
like the first year or two, but that
business should continue to scale out
rapidly over the next several years. And
so that's going to become a huge
component of the business overall. And
so, um, I mean, this one, I just love
this one, man. I love this one. I graded
their income statement last night, a
little past midnight, 12:14 a.m. I
posted that inside the private group. It
was a B+ income statement here. As far
as total revenues went to 3.5 billion
from $2.9 billion in the same quarter
last year. They kept cost of revenue
pretty in check. So gross profit went to
2.7 billion from $2.3 billion in the
same quarter last year. Right. Income
from operations 443 mil versus 374.
Research and development and GNA was up
pretty high for the company
year-over-year. But still income from
operations grew very nicely. What is
that about a $70 million increase
roughly there year-over-year. Now income
taxes really screwed them. They almost
had a double up of their income taxes.
So that really hurt their profitability,
but they still had net income of 400
plus million versus 3.84 and diluted EPS
of 38 cents versus 37 cents. So it was
still like good growth. It's just, you
know, that's why I grade them a B+ and
not like an A grade. Um the income taxes
really hurt them substantially. I mean,
when you have your income taxes almost
double year over year, it's not like the
company's revenue doubled
year-over-year, right? Um so that
really, you know, kind of dinged them
there. No, this company's way too cheap
here. looking at a forward P of 28 to
your Ford P of 23 way too cheap. I, you
know, based upon my research I've done
in a service now, I expect this company
to grow between 15 and 25% revenues all
the way into the 2030s.
When we start talking about the 2030s,
we can debate what growth rates are at
that point in time, but I think revenue
growth like I have no disbelief that
revenue growth is not going to be in the
15 to 25% range every year all the way
to 2030 plus. So if you're going to tell
me you got a SAS related company here
with a situation where we're going to
talk about 15 to 25% revenue growth per
year for years to go in the future
trading at Ford P of 28 doesn't make
sense. That doesn't make sense at all.
If the Ford P was 80, okay, now we can
have a debate about okay, you know, I
that seems kind of fair for a company
that's going to grow at those but in the
No, not at 28. No way. That's way too
cheap. That doesn't make any sense.
So that's where I look at Service Now
and I'm like, dang, this is quite a
opportunity. I'll try to post inside
from my private stock group members.
I'll try to post my uh Service Now
projections maybe later tonight or
something like that. But the moral of
the story is the stock's trading way too
cheap. Way way too cheap in my personal
opinion. Now, this does not mean the
stock is bottoming today and it's just
going to go up from here, right? Like my
plan is with all these stocks like I'm
talking uh specifically about this
Service Now company. I'm talking about
Salesforce. I'm talking about Adobe. All
these sorts of companies, my plan is to
buy these as heavily as possible over
the next two months. But if this year
remains weak, I'm going to buy them all
the way to year end. I want big dog
positions in all these cuz I believe
there's a ton of money to be made in
these stocks over the next 3 to 5 years.
And so I'm, you know, is there money to
be made over the next three, five
months? Your guess is as good as mine. I
have no clue where those stock price, if
they're going to bottom today, tomorrow,
next week, next month, or next year. I
have no clue. But what I am confident in
is Service Now's revenues are going to
go up dramatically. The net income is
going to go up dramatically over the
next 3 to 5 years. I have the same
belief with Adobe. I have the same
belief with Salesforce. And so I'm going
to and those stocks are all trading way
too cheap on P ratio basises. And when I
run my projections on these stocks, so
my plan is buy these stocks very heavily
for the next several months because
here's the thing, even with a company
like Service Now, let's say we have
today was in the bottom. Let's say
Service Now goes down to 80 bucks. Okay,
probably not happening, but let's just
let's just go crazy with it. Okay, $80.
It goes down to
low probability, but all things are
possible. Okay, it's 80 bucks, right?
I'll be buying that whole dip insanely
heavy and then when it starts going back
up, you know what I'm going to keep
doing? Buying because even as it goes
back to 90, 100, 110, 120, it's still
way too cheap. Same thing with the
Salesforce is, you know, let's say
Salesforce was didn't bottom today.
Let's say it goes down to, you know,
190. Okay, guess what? It's steel deal
at 190. It's a steel deal at 200. Steel
deal at 210. Steel deal at 220. Steel
deal at 230. Right? Like it's still so
much money to be made. I can buy that
for a while. Same thing with Adobe. So
my plan is with all those stocks like
buy buy
and just keep adding to them as this
year ticks on. And so I think honestly
this is where a lot of my focus will be
for buying this year. I want to get all
these stocks that they're just thrown
out in this in this, you know, SAS
related space, right? I want to get
these this year while they're just, you
know, forgetting about them and why they
don't want any peace cuz things will
switch pretty quickly. I think as the
quarters tick on and these companies
just keep putting up great numbers and
especially if some of their revenue
growth accelerates, you know what's
going to happen? Wall Street's going to
come flooding back into these like it's
nobody's business. And I gave you guys
an example of just what happened last
year. Last year, Google McDougall, they
counted out, ah, you know, Google this,
Google that, right? there had already
been counting Google out for like the
previous year before that. I'm just
saying it was like the most extreme
version in the front half of last year,
right? Same exact thing what's happening
with all these stocks now. Adobe,
Salesforce, Service Now, these stocks
already been starting to get discounted
heavily last year, right? And now it's
just like insult to injury type
situation. I mean, they're just kicking
the dog while it's down. That's what's
going on now with these stocks. And so
we have a fascinating situation here
where they're just
don't care anything about these stocks.
And then I'm here to say I think I got
something here. Just like I did with
Google last year, right? Where I saw
Google as a huge opportunity. And now
Google's made me, you know, at least six
figures in profits, if not multi six
figures in profits I made off Google.
And it wasn't even like a huge
investment of mine. I just could see
like Google's not being eliminated. Like
they're going to be fine. They're going
to keep putting up great numbers. And
guess what happened? They did exactly
that. They they were not eliminated.
They kept putting up great numbers
quarter in and quarter out, right? And
that's what's going to happen, I think,
with Adobe, with Salesforce, and with
the Service Now company. I think they're
just going to keep putting up great
numbers, and then people will finally
realize, you know what?
We made a mistake.
And don't be surprised if those stocks
start to see momentum. I'm not going to
bank on it. I'm not going to buy call
options on these stocks and like, oh,
they're going to start going up like
crazy in the back half of this year. No,
but don't be surprised if those stocks
start to see momentum in the back half
of the year as the numbers come out and
it's good, good, good. At some point in
time, you just keep putting up great
numbers. People can't they can't go
against you anymore. And these stocks
are loved stocks.
Not right now. I understand they're
hated right now, but you got to
understand Wall Street loves these
stocks. Look at Adobe's performance
over, you know, don't look at it over
the past year or two, but look at
Adobe's performance before before that.
Look at Salesforce before that. Look at
Intuit before that. Look at Service Now
before that. These stocks were the most
loved. So, as soon as the numbers keep
coming out and they maybe have some
growth accelerations and then people
realize, oh, they're not going to be
eliminated by AI. Just watch the flood
of money come back in these stocks. And
that'll be the moment in time where
we're going to see a rotation. Do you
know what the rotation's going to be?
Just I'm just laying this all out for
you guys, okay? I'm laying it all out
for what's going to happen here in the
future. The rotation will then be from
hardware.
So think stocks like Nvidia, Micron,
maybe even AMD at that particular time,
stocks that have been running huge,
right? You'll see a rotation that I
there's I would say there's a high
probability happens in the back half of
this year, but it might it might wait
all the way till 2027 where money
rotates out of the hardware names and
guess what? into all these beaten down
dog software plays that are actually
going to be some of the biggest
beneficiaries of AI. I understand like
the first few years of this whole AI
boom, it's all about hardware, hardware,
hardware. Oh my gosh, like look at how
much money Nvidia is making. Oh, AMD,
like I'm a huge AMD shareholder, right?
AMD's growth rates are exploding higher
and are going to continue to explode
even way higher over the next year,
right? MU is insane. Uh SanDisk, all
these hardware related companies. It's
beautiful. Beautiful. Even Corning I
think Corning um was their ticker symbol
GLW or something like that. Uh even
Corning which was a dead stock for the
longest time has been revived if I
recall and it's doing great. All these
hardware related plays that's been the
whole focus whole focus. But the biggest
beneficiaries long term are a lot of
these software companies in my opinion
and we're going to see that play out and
then all a sudden people are going to
realize oh shoot like you know man there
was a lot of money be made there like
you know and so you'll start to see
money rotate out of hardware at that
particular time and into a lot of these
beaten down dog and that's why I've got
a position heavily over the next several
months because I think that that
rotation could happen as early as this
year right maybe in the middle of here
back half of the year. Worst case
scenario in 2027. So I've got to, you
know, position position position um for
that situation to happen there, right?
Micron. So Micron, is it uh a situation
where this is easy money stock or is
this a trap? Uh listen, ladies and
gentlemen, it's a trap. Now, that being
said, Micron's going to have record
profits in 2026 in my opinion. This is
my opinion. Record profits by far and
away in 2026. and even bigger numbers in
2027. But the thing with the memory
industry, it always plays out the same.
You know, you know, some people might
say, "No, this time's different. This
time, memory price is only going to
explode higher and demand for memory is
only going to explode higher. It's going
to be different than all the past
times." Listen, memory's been exploding
higher in terms of demand for decades.
That's nothing new. Like did you try to
get a computer like 30 years ago and see
how much memory uh that computer had
back then? It's a joke, right? Like now
everybody's walking around with a
smartphone that's, you know, a thousand
times more memory than even a big
computer had 30 years ago or 20 years
ago for that matter, right? It's like
night and day difference. So the demand
for memory has been exploding for the
longest time. That's nothing new. you
just get into these weird pockets with
with these memory companies where
certain times you have something going
on in the short term that just pushes
demand insane for memory. Right now it's
AI, right? All these Nvidia chips, all
these AMD chips and all this going on
like high bandwidth memory is going
insane. These companies can command
crazy prices for their memory. They're
sold out already pretty much for 26.
They're already going to be selling
inventory heavy for 27. And then what
happens is demand falls off a little
bit, right? And that's when future
pricing gets slashed huge. And so you
could see a situation where Micron makes
so much money you can't believe it in
2026 year and in 2027, but suddenly 2028
comes around and all of a sudden or
revenue uh revenue and profit profit
specifically profit flatlines, right?
Do you know what's going to happen with
the stock then? it's going to get
slammed. So that's why a stock like
Micron, in my opinion, it's best to
position out of that this year in 2026.
Position out. I would not be a buyer of
of MU stock for the remainder of this
year. Short term, anything could happen.
M Micron could run to 500. It could run
to 700. It could run to 900. Like it's
anybody's best guess in the short term,
but I think I think in three to five
year increments. Do I want to be in
Micron past 2026 for the next 5 years?
Absolutely not. I can see the writing on
the wall
and you know, you got to play the stuff
out in the future. And you might think,
well, okay, the company's going to have
insane profits this year, insane profits
next year. Um, I should be good. Like,
the stock won't start going down till
maybe 2028 or 2029.
Not how it works. The the stock starts
already going down way before that. How
it starts is you get more and more
companies saying they're going to add to
capacity, right? Oh, we're going to add
capacity. We need to add capacity. The
demand's going high, right? Then people
start to worry about, oh crap, they're
starting to add capacity.
There's going to be more plants coming
online. This might be a problem. So
stock kind of sells off a little bit,
right? Then you have maybe some worries
about capex spending, right? Right now
you don't have that. You know, Meta said
they're going to spend more than ever.
Microsoft's going to spend more as well,
but they're starting to actually
moderate a little bit in terms of growth
rates. So, that might be the first
telltale sign. But then next year,
you're going to probably see more
moderation from a lot of these big tech
companies, and that's going to be the
moment of like, oh shoot, like Nvidia
might actually have trouble in terms of
calendar year 2028 growing revenue in
any substantial way. You'll already see
2027 for Nvidia, like growth rates way
down from the growth rates of 2026 and
certainly 25 and 24. in those sorts of
years, right? And so that's the next
level of like crap, like the big
customers that are going to be using a
lot of Micron, ooh, you know, they might
be pulling back a little bit, right? And
then you actually start to get some
confirmations about pricing has peaked,
right? And then after that, you start
getting confirmations of like, oh,
pricing starting to go down and even
short-term demand going down, those
sorts of things. And man, it's just it's
ugly. It gets really ugly really fast
for those sorts of stocks. And so, you
know, maybe this time's different. I
don't think it is. I think it's going to
be the same exact story. And so, that's
why Micron and 26, I think it's a great
position to exit out of, take your
profits in insane profits and move on to
something else, right? And um, you know,
because I think that could be I think
the prices you'll see in 2026 for Micron
won't be touched again, maybe ever, or
if it is, it's probably won't be till
the 2030s. That's my personal opinion. I
could be wrong. I could be wrong. That's
my opinion on this. And the memory
industry, it's very cyclical and it goes
through these huge
ups and downs, right? Where it's like,
oh my gosh, like, you know, we can't
believe how much money these companies
are making and then it goes through a
very down cycle and it's brutal. And so,
now they might mitigate it. They might
mitigate it better this time around than
past cycles. That's possible. But just
understand Micron the prices you'll see
this year in 2026 for Micron those like
the stock will basically be stagnant
from the highs it reaches this year
it'll be stagnant or down for like the
next 5 years and so keep in mind you
know and that that'll be why they're
making a fortune people oh my gosh how
these stocks never go up been ah dude
it's the same story again and again with
these these memory chip companies so do
keep that in mind or maybe this time's
different, right? All right, guys.
Appreciate you joining me. As always,
thanks so much for being here. Once
again, if you're looking to apply to our
own private stock group, you got over
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