Transcription
Folks, you better get ready. In today's video, we're going to break down the top four stocks with crazy potential in October 2025. Now, one of these stocks is actually backed by Google. Google owns a sizable stake in this company and has a lot of interest in this company succeeding. I'm going to break down the evidence, the data, the receipts, and let you be the judge. We're also going to be doing a beautiful breakdown on the current market condition because a lot of folks are starting to get a lot of worried about what's going on.
And before we get into it, as always, if you're the one taking the ultimate risk, you got to be the one doing the ultimate frisk. Always do your own due diligence on all ideas presented. Also, I just want to give a quick shout out. We just hit 800,000 subscribers this morning. And as somebody who's been posting regularly on this channel since 2018, it really means the world to be a part of so many of your stock market journeys. Right now, we are seeing unprecedented viewership, unprecedented positive feedback on comments, emails, direct messages, so on and so forth. And I think the reason for this is because for years we've been laying out very common sense strategies, common sense stocks, showing evidence, showing the receipts, and making the case for things, not trying to have a crystal ball, but making the case. And now in this beautiful bull market, you can see how a lot of that has paid off. I appreciate each and every single one of you.
Okay, let's talk market context. So, Google searches for AI bubble are trending, and you've had numerous CEOs, founders, financial leaders warning of the Everstoried bubble popping. Now, saying the market is a bubble that's about to pop is kind of like saying I have a car and the car is eventually going to run out of gas. Like, sure, that's great. You're right. You're a genius. But that doesn't tell you when, where, or how far the car is going to go before it runs out of gas, which arguably is just as important as knowing that it's going to run out of gas in the first place. And if you're being real here, I mean, we've been hearing this bubble talk since this bull market even started back in October 2022. In 2023 and 2024, and especially the first quarters of this year, we were filled with endless doom and glooming from all the big names. And this reminds me of the famous quote, "Bears sound smart, but bulls make you money." If you look at historical data, bull market returns far, far, far outpace bare market returns in both percentage and length of time. Yet, if the stock market goes up half a percent on any given day, you're going to have bears in full force screaming and trying to scare the out of you. But realistically, it feels like people are way more focused on avoiding these temporary downtrends than they are focused on profiting from long-term uptrends. So then that begs the question, is your goal account growth, or is it avoiding crashes? Pick one. Are you playing to win or playing not to lose? Because to me, it makes no sense playing not to lose in a game where simply buy and holding good assets is a historically backed easy way to win. If you go back a hundred years, history shows time and time again that the thing you should be focused on are the bull markets and being in place for the bull markets and taking even more advantage during the bare markets. You shouldn't be focused on how do I avoid every bare market because you can really only avoid bare markets in hindsight. And there are riskmanagement tools that you can put in place to protect yourself during downtrends. For example, having a stop-loss on the more risk on sensitive assets or ones that are lower conviction. But bigger picture, buy and holding and accumulating good assets at good prices over the long term has historically done very very well. This is how folks have really really built massive amounts of wealth. For folks that have been screaming that this is a bubble that's going to pop for years, it is important to understand market history. People always like to talk about the dot bubble. Well, let's talk about the dot bubble. Fed chair Alan Greenspan said in December 1996, quote, "Investors are undergoing a bout of irrational exuberance. The S&P 500 was trading at 750 points at that time. And over the next 3 years, the S&P 500 would go from 750 points to 1,500 points, a double. So, in other words, the single most powerful force in financial markets, the Federal Reserve chairman, has little knowledge of when markets are going to top out. So, the takeaway here is if he doesn't know, how the hell are you going to know?
You also got to look at the elephant in the room. If you look at the world through a USD denominated lens and you never look out from that world, those glasses, well, markets look way, way more pricey than they are, the S&P 500 is up 15% year-to- date, USD denominated. But if you look at gold, which is real money, it's up 52% year-to date. So, if you look at the stock market through a way more honest lens, it's actually pretty pretty damn poulry. It's actually pretty damn poultry performance. The stock market filled with what are supposed to be the most productive assets in the world is underperforming a shiny rock. Even if you compare the fake money USD to other forms of fake money like the euro, well, even then the USD is down in excess of 10%. So when people say, look, the stock market is up so much it's unsustainable. Well, they definitely haven't looked at the value of what the stock market is denominated in. And if you actually look at the price of the S&P 500 denominated in gold, which again is real money, we are actually way way below internet bubble levels, right? Look folks, people are right. There's a big crash coming. Unfortunately, that crash is in the USD and it's been happening for years. So sure, when it comes to the stock market, look at history. Every single uptrend has breathing cycles. Every single uptrend has corrections. It has crashes. And every single uptrend has periods where you get these massive amounts of euphoria that can last for very, very long periods of time. If you don't have a crystal ball and you can't predict these things, the best way to play it is to buy good assets at good prices and slowly do that over many, many, many years. Lots and lots of folks play the game of holding cash aimlessly. They fear the stock market. They don't realize that the 100red-year trend of the stock market has been straight up and the 100red-year trend of the US dollar has been straight down. They also don't realize that the crash of the US dollar is only going to get worse as the Fed lowers rates.
Okay, let's talk stocks. So, we got to start with number four, AMD Advanced Micro Devices. So, I've been a huge proponent of AMD all year. I laid out earlier this year that I believe AMD will get to 958 bucks a share by 2030, which would put it at 1.54 trillion in market cap, which is a far cry, by the way, from Nvidia's valuation today at 4.57 billion. And in my opinion, totally reasonable. I'm saying that AMD could get to a fraction of Nvidia's current market cap by 2030. Yet, a lot of people said this was too wacky. Anyways, I don't think it's wacky. And I think that AMD is going to be advanced money dispenser, not advanced money destroyer. Now, we've made the comparison that AMD is getting a huge amount of demand from the overflow of Nvidia. And if you go to December 2024, we actually alerted AMD calls expiring 2026 with the prediction that AMD will blow through $200 a share. And here we are blown through there. Very, very beautiful. And now AMD is right around all-time highs. So big congratulations to folks who believed in this one. So what happened? Well, as you've heard, OpenAI and AMD made a massive deal with AMD essentially offering OpenAI 10% of the company in said strategic deal. And today, Nvidia's Jensen Hang came out and called this a clever deal. Very, very clever. Why was this so clever? Well, the benefit for AMD offering 10% of the company is now the stock is up 40%, there's hundreds of billions of dollars of extra revenue coming in in future years, and there's a lot of credibility and validation. How does AMD directly benefit from this deal? Well, I mean, having OpenAI, a leading AI firm, commit to amounts of AMD chips signals that AMD's hardware and roadmap are competitive in the AI infrastructure arms race. It's a major vote of confidence. There's also, of course, massive revenue upside. The figures being cited, potentially 100 plus billion dollars over years are large enough to materially move AMD's valuation and earnings expectations, strategic alignment, and skin in the game. Because open AI folks because Open AAI gets warrants that vest on milestones, the interests of Open AI and AMD are more tightly aligned. If Open AI succeeds in deploying more compute, AMD benefits directly. That alignment is very, very attractive to markets. Also, diversification versus Nvidia. Nvidia has long been dominant in AI GPUs. This deal shows that AMD might become a more serious alternative or complement in the ecosystem, which can shift how investors view AMD's future growth potential. Now, I've long believed that there's no way that Nvidia is going to be allowed to be a monopoly. Nvidia wants to have competition because they don't want to fall under the whole monopoly rules and antitrust guidelines, which in large part is why Nvidia does like to throw tons of money around to help build out other competitors in the segment. The AI meltup is largely a symbiotic meltup of about 10 different companies that are all helping each other and trying to grow themselves and in turn grow each other. There's also momentum and technical catalyst. As we've been talking about pretty much all year, the stock has had a lot of support on the chart for continued running. And obviously, this catalyst just completely blew through anything that the natural chart progression would have been able to do on its own. So, anyways, big fat shout out to folks who believed in AMD and this is yet another example of doing the work, putting your head down, and getting lucky on purpose.
Okay, next number three, IRN. So, a month ago, we made a video, a beautiful video I should say, breaking down the case to buy stock at $31, and it's now more than doubled at highs. Our alerted calls on September 8th sent to Discord members have done way better. Very beautiful job. But this is the case that we laid out for them back then. So, my case for calls, this company has evolved from a renewablepowered Bitcoin miner into an emerging player in high performance computing and AI infrastructure. The company was recently named an Nvidia partner, a major credibility boost that positions it to capitalize on the exponential demand for GPU hosting and AIdriven data center services. With Bitcoin providing a volatile but liquid funding base, IN is building optionality. It can benefit from both crypto upcycles and from structural AI data center growth. So anyways, shout out to folks who believed in and we continue to see upside here and we'll continue to keep you posted.
Okay, number two, PayPal. So, I believe PayPal is screaming buy right now and we just ordered a new round of calls on it as well. So, what's the case for PayPal? The lovely pay of the PAL. This company is now a streamlined organization under the leadership of Alex Chris. He's been focusing on efficiency and profitability, which means higher free cash flow yield. There's been a valuation reset. I mean, the stock is trading near multi-year lows, 11 to 12x forward earnings despite strong balance sheets, and a and a very, very sticky user base. In terms of consumer engagement, I mean, PayPal and Venmo remain top of wallet apps for 400 plus million users. Improved user interface and rewards integration could reacelerate usage. And then there's checkout innovation. The new fastline one-click checkout aims to rival Apple Pay/Shop Pay, restoring PayPal's mode in e-commerce. And then you've got buybacks and capital return. You have 5 billion in annual buyback program and robust cash generation provides steady support for EPS growth.
Okay, next. Terowolf, WLF. Now, Wolf has been long known as a Bitcoin miner, but they are aggressively expanding their strategy to include AI landlording, which of course, as you know, is a lucrative business. And I've had them as one of the four small boats in the rising tide of data centers for a while. And we've talked about this stock from time to time. But look, I mean, the case with this company is that it spent years optimizing cheap sustainable power for Bitcoin mining. And that same advantage is now being weaponized for something much, much bigger. Their Lake Mariner facility in New York and Nulus facility in Pennsylvania are already liquid cooled, grid stable, and directly tied into lowcost nuclear and hydro energy sources. Those traits, cheap, clean, and scalable energy happen to be exactly what the AI world is starving for right now. So instead of just mining Bitcoin, Wol's turning that infrastructure into AI ready data centers purpose-built for GPU hosting, HPC training, and colllocation. They're signing multi-year high margin hosting contracts that stretch well beyond the short-term swings of crypto. In other words, they're moving from speculative volatility to high margin recurring infrastructure grade revenue. And they just recently got the backing from none other than Google. Google's involvement derisks them quite a lot. Derrisks their revenue and their cost of capital substantial. It's going to be a lot easier for them to get more contracts, better financing, and get more overall trust. Now, what are the upsides actually for Google in partnering with them? Why would they even want to partner with them and take a stake in them? This helps Google secure premium AI/HPC infrastructure capacity. Terowolf is building very specific facilities tailored for high performance computing and AI workloads, liquid cooled, highdensity, resilient infrastructure. And by tying itself to that capacity, Google ensures access to large scalable compute that meets its performance and reliability needs. It also mitigates project/counterparty risk. Google is putting up a backs stop on hundreds of millions and now billions worth of lease obligations tied to fluid stacks contracts with Terol effectively underwriting the risk of lease defaults or financing shortfalls. And there's also strategic alignment and optional upside via equity exposure. I mean rather than just being a tenant or customer, Google is gaining equity via warrants share stakes in terolf. And this gives Google a lot of upside if Terow wolf shift is successful and aligns their incentive. So something to consider. So what exactly do you effectively get with Wolf stock? You get exposure to AI plus Bitcoin. You get long-term high margin revenue. You get cheap, clean, scalable energy. You get validation and backing from Google. And you can still get it at small cap valuations with mega cap ambitions. So anyways, I do continue to see this as an asymmetric setup and one that is prime for some serious upside. But of course, there are risks as well to consider.
Anyways folks, that caps off today's video. Have a great rest of your day and we'll see you in the next one. Make sure to sign up for our Discord down below to get the full Zip Creator experience and get all of our ideas and alerts first. And we'll see you next time.