Transcription
You got to be flipping my flapjacks. We have drama, ladies and gentlemen, don't we? Just love it. We love that drama, don't we? Huh?
Market uh down about 700 points on the Dow here today. Uh S&P 500 down over 2%. NASDAQ down close to 600 points here today. Oh boy. It's sell America is back. Okay, I haven't heard sell America since uh the first half of last year, but the sell America trade is back. Danish pensions to fund uh to sell hund00 million in treasury citing poor US government finances. Oh, got to love that, right? A 10-year popping huge today. Huge. That's a massive move for the 10-year. You might look at that, you know, if you don't know the Treasury market, you might look at something like that and be like, it doesn't seem that big. No, no. In the Treasury market in a one day span, that's a huge move uh for the 10-year up.
This is a no bueno situation. And the reason being is we do know Trump, we do know the government, they want to unfreeze the housing market here in 2026. That's a big agenda, right? And mortgage rates were dropping. We dropped all the way down to flirting with going into the fives when it comes to a 30-year. Uh now with the 10-year going up, this could reverse. A 10-year matters more than anything when it comes to mortgage rates. So just something to kind of keep in mind here.
I was looking at Bitcoin here today. It's very interesting. Bitcoin actually down 11 12% the past year. you think about it, it's been actually a really good past year in the markets for stocks, but man, Bitcoin just cannot uh get any momentum. It's it's actually really fascinating in regards to that. Meanwhile, you look at something like silver. Silver refuses to go down. It doesn't matter what's going on. Bull market, bare market, this thing just goes up non-stop. Look at the move in the past year, 205%. That's better than any stock I can think of. Uh other than maybe Micron. Micron might have beat silver over the past year, but this is shocking, man. Absolutely shocking. And it just people are like, is it ever going to go down? People are trying to short it now and they keep getting obliterated on this. Oh man, what a situation, right?
Meanwhile, we do have some stocks actually holding strong despite this market weakness. Look at Celsius today up nearly 4%. Va was up. AMD was flirting with being green today. Estee Lauder was hardly down. ELF was hardly down. So, we do have some stocks holding it down, you know, in respect to those stocks despite all the drama. Look at my hedge, my Tesla hedge, right? I obviously talked about this a lot in the fourth quarter of, uh, you know, 2025 there, uh, you know, as kind of my hedge for this year. It's been doing pretty well the past month. It's up 33% this past month. So, that hedge is redut. If you don't know what that is, it's basically a 2x inverse against Tesla stock. And so, uh, you know, it's just, it's not a bet against Tesla the company, in terms of, oh, Tesla's a bad company or something like that. It's just a bet on valuation. But mainly, hey, if the market gets shaky, Tesla's going to sell off huge. And what do we see? Market gets a little shaky. It's not even like the market's down that much. I think the NASDAQ's down about 5% or somewhere around there from all-time highs. That's nothing crazy. But yeah, look at how much this Tesla hedge has appreciated just in the past month, right?
Meanwhile, I was looking at the public account here today. We have eight stocks in there that I have 2xed my money on or more that are active positions. Google McDougall 105% AMD 107% Celsius 131% Revolve 159% SoFi 207% Meta's up 424% alpha is up 1,124% and Palanteer's up 2,205%. And I was thinking like which of these eight stocks do I actually believe in the most over the next 3 years? I was actually putting some good thought into that. Salesforce and we'll talk about that in this video here today. Salesforce down almost 17% year to date. Ladies and gentlemen, we're still in the first month of the year and Salesforce is just getting obliterated every day. The stock just sells off. Doesn't matter what's going on out there, right? Look at Adobe. It's even worse. Adobee's down 17.17% year to date. Insane, those stocks, right?
Three core subjects we'll speak about in today's video. One is, is this market actually in real trouble? Ladies and gentlemen, we're kind of at that that tipping point where people are like, are we in trouble here or is this just like a little something? We'll speak about that in this video. I'll give you my perspective and opinion if we're actually in real trouble or this is just a little uh play around game and we're going right back up.
Okay, second subject we'll speak about the stocks that have the most upside of my stocks that have over 2x. Which of those stocks do I believe in the most in the next three years? I'm actually going to rank them in order for you guys.
Third subject we'll speak about here today is the worstc case scenario for Salesforce and Adobe stocks. When do I think those stocks are going to bottom? We're going to speak about that in this video here today because I look at those two stocks as an incredible opportunity to buy for the next few months, but they just keep going down right now, right? And so I think it's an important subject to speak about in this one here today.
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Okay, number one. Okay, so is this market in real trouble? All right, listen. Uhoh, Netflix. Netflix is usually the first stock of big tech to report earnings. It can sometimes be a little bit of an omen for is the market feeling bullish, bearish uh on these earnings and things like that, right? Well, here they go. First big tech to go after hours. It just came out in the last few hours and earning season's here, folks. Very exciting times, right? Earning season is here. But Netflix stock is going down. It's going down all the way to Chinatown. This is the lowest Netflix stock has been in, I believe, two years or something like that. It's been quite a while since Netflix stock has been this low. Now, you might think, okay, Netflix stock has been such a weak stock. It's going down even more. Earnings must have been bad. Listen, earnings were phenomenal. That was an A+ income statement from this company. Revenues went to over 12 billion for the quarter versus 10.2 billion the same quarter last year. Cost of revenue, sales and marketing, technology and development, general administrative, GNA, those all went up, but not nearly enough to offset the increase in revenue. So they basically kept everything in check, right? Operating income exploded to just under $3 billion for the quarter. That's versus $2.2 billion in the same quarter last year. Good, good, good. Interest expense did climb to $234 million from 192 in the same quarter last year. So that's not good. The interest expense keeps climbing for the company. That likely means they're taking out more debt, right? And have to pay interest on that. Income before income taxes, $2.76 billion versus $2.13 billion in the same quarter last year. Net income went to over $2.4 billion versus $1.86 billion in the same quarter last year. Dude EPS 56 cents versus 43 cents in the same quarter last year. I mean, listen, that's an A+. That's a banger. Great job, Netflix. Bravo. Bravo to Netflix. Uh putting up the numbers. Should we come? This should have come as a surprise for us. No. Like, it's Netflix. It's like they're one of the best companies in the world. They've been one of the best stocks to invest in in the stock market over the past 15 20 years. And so you kind of expect them to come through with A+ type quarters and that's exactly what they did.
Now, if you know me, you know I am not bullish on Netflix in the short term, right? And I spoke about this a few times on the channel. I even had a friend actually text me today that he was going to buy Netflix into earnings and I said, "Oh, you know, just be a little careful in regards to that because of this situation. Netflix is now talking about they're going to pay all cash for the Warner Brothers to keep Paramount at bay, right? $83 billion, $83 billion, ladies and gentlemen. This is one of the largest acquisitions in the history of business. It's not the largest, but it's one of the largest acquisitions in the history of business. Listen, this is a huge holdup for Netflix in 2026 for the stock price. I've talked about this several times since the deal was announced. I don't like it. And here's the problem, okay? And here's why it's a hold back on Netflix stock. Some people want the deal to go through, right? So, if the deal doesn't go through, they're going to be disappointed. They're not going to want to own Netflix. Other people do not want this deal to go through. They think it's a bad deal for Netflix. Netflix is going to have to take out a massive load of debt and it's going to complicate the business. It's going to get messy and they don't want, you know, Netflix to mess around with Warner Brothers. Like, no, stay over there. Like, you're doing fine, Netflix. You're doing amazing. Focus on what you focus on. Use that money to buy more sports content if you want to buy more sports content, more exclusive content, right? Keep coming out with new banger shows and that that are interesting to people. Don't mess around and spend, you know, $83 billion or whatever amount on on Warner Brothers. So, it's a big big big hold up. It's a big dark cloud over the stock. Am I interested in buying Netflix tomorrow? The answer is no. Not because Netflix is not a great company. It's a great company. I've owned the stock in the past. It was a great money maker for me. I sold too soon, by the way. Uh, but the moral of the story is here, I don't know what's going to happen with this situation. I wouldn't want, if I'm a Netflix shareholder, I wouldn't want Netflix to spend $83 billion to buy Warner Brothers. Just no. Like, no. Like, it's not worth it, man. Like, you're doing amazing by yourself. why you want to go screw it up at a massive amount of debt and potentially put yourself in the same situation all these other companies have been in for the longest time, right? All these other studios and different companies like they've been in a bad spot for years. A lot of it has to do with their major debt loads, right? Why do we want to go do the same thing? Like that's just craziness, right? So that's just something to kind of keep in mind there. So although I will say it's not a good omen for the stock market here uh going into earning season, it's also not like this is a death blow because of this one specific situation in regards to Netflix stock, right?
Then we have the Greenland situation going on. And I mean if you spend any time on the internet, it's kind of impossible to avoid this situation right now. You go on X, it's like so much I mean gosh, no one ever talked about Greenland for like the longest time like ever in human history. And now it's just like Greenland's just in her face constantly right now. It's insane, right? And so people are worried about what's going to happen here. Is the US gonna invade? Uh what's going to happen with NATO? What's this mean for Europe and United States relationship? It's a lot of drama in regards to the situation. The moral of the story is this matters more from like a media standpoint and geopolitical standpoint than a stock market standpoint. Is this something that would crash the stock market? No. Is this something that absolutely, you know, it just causes a like a volatility little time period we have for the stock market? Sure. Yeah, that's Yeah. No, no doubt, right? It causes volatility, causes uncertainty. Uh people are questioning, you know, what's Trump up to here? What's the US up to? What's NATO up to? What's Europe going to do? What's the response? You know, it's just is what it is. But this isn't something that necessarily, at least in my opinion, is going to like, oh yeah, like the stock market is going to go down 30% because of Greenland. Like, no. Okay.
Um, now also keep in mind, I will send this as kind of a little bit of a warning to everybody. Okay. Bear trap. A bear trap, the best way I can put it to you like this. Okay. A bear trap is a situation where people become confident the market's going down because of XYZ reason, right? And they get very, very bearish. all to be tricked and the market actually goes up right in their face. Good example of that is actually all the tariff drama we had last year, right? Like market starts tanking, people get very bearish. They think the market's going to keep going down and it was a huge bear trap. Even the Rona crash 2020, huge bear trap. People thought, "Oh, the market's going to keep going down and blah blah blah." You know, huge bear trap. Um, 2022 was a huge bear trap. Like basically every time the market moves down, it's a huge bear trap in the end, right? And understand that Trump, regardless if you like him or you don't like him, he is the king of setting bear traps. As somebody that was an investor the last 17 years, I went through Trump first term, right? And I also was on YouTube that full time as well. Trump set a lot of bear traps over those years. time periods when you thought the market was just going to keep tanking, keep going down because Trump did this, Trump did that, and then the market would just slap right back, V-shaped recovery, and just obliterate the short sellers, right? Um, obliterate the people that kind of move to cash on the sideline because they were scared. And so, just understand, ladies and gentlemen, that, you know, I don't I don't, you know, there could be a bear trap being set up right now. That's all I'll say about that. It's possible, okay? Don't don't 100% bank on it, but all I'm saying is a bear trap could be being set right now. Okay? So, just something to keep in mind. I just like to warn everybody.
And that's why, ladies and gentlemen, it's very important you stay even keel in this game. You want to stay balanced. Too many flipping flapjackers flipping their flapjacks all over the place in this market. They're bearish and they're bullish, then they're bearish, and they're bullish. They're selling out all their stocks, then they're going all in, then they're selling everything, then they're going all in. They're all over the place. They're going calls, they're going puts. Oh my gosh, it's like a full-time job. They're all over the place, right? Stay balanced in this game. Balanced means better returns long term. Focus on the long term, right? And I'll show you an example of this is just over the past few months how insane, literally insane people are in the stock market, right? This is AI and investor sentiment. They've been doing their sentiment survey all way since the 1980s. And look at just over the past few months how much the bearishness and bullishness has flipped all over the place. It's a holy smokes. This ain't no jokers. Look at this. Okay, September 10th, only 28% of people bullish on the stock market for the next 6 months. It's a very low number. Look at how fast this switches. By October 8th, less than a month later. Now it's 45.9% of investors are bullish on the market the next 6 months. Oh my gosh, did the world massively change in that short amount of time of less than a month? I don't think so. But yet, all of a sudden, everybody's bowled up. Then that drops all the way down to 31.6. 6% of people bullish on the market in the next 6 months by November 12th, a month later. So, we had a we went in a matter of a month, right? Not very many people bullish to a lot of people bullish relative to because keep in mind usually uh the scale I think is around 37% of investors are bullish on the market the next 6 months if I recall. Okay? Like that's the normal amount. So, when you go way under that number, basically people are very very bearish. And when you go way above a 307% number, that means you're you're like super bowled up, right? Then look at this. November 26, 32% of people bullish on the market in the next 6 months. And look at this. January 14th, just last week, now 49.5% of people are bullish. Overwhelmingly bullish, right? And now we're getting slapped with bearishness right in our phases. I mean, it's incredible. Look at the bearish activity. September 10th, 49.5%. almost half of investors doing the survey bearish on the stock market the next six months on no on September 10th. That flips all the way down to 35.6%. By October 8th, then all of a sudden everybody's bearish again. November 12th, 49.1% of investors bearish on the market in the next 6 months. Then that goes all the way down by December 3rd, just a few weeks later, down to 30.8%. Only 30.8%. 8% bearish on the market the next 6 months. It's incredible. It's absolutely incredible. And once again, it pays better to just stay balanced in this game. Let everybody else do all the foolishness of going all in, all out, selling all their calls, selling all their puts, blah blah blah. Let them do them. You focus on what you got to focus on here, ladies and gentlemen. Okay?
Long-term, remember this. Long-term stocks are driven by what? Earnings. Earnings. Earnings. Shortterm stocks are driven by everything else. They're driven by what does Trump say and do? They're driven by what is the Federal Reserve saying or doing? They're driven by, you know, did a company beat earnings by enough or did they miss by too much? They're driven by geopolitical concerns. They're driven by this country said this or this country said that. They're driven by black swan events. Short-term stocks are driven by a million other things. But over the long and it's been it's not like this is new. This is hundreds of years. We can go back in time. It's always been the same thing. Long-term stocks are driven by earnings. Short-term stocks are driven by everything else. Okay? And so always keep that in mind and don't get too, you know, all over the place when you're going through a time period of volatility, right? And there's a video I put out, it's basically almost exactly a year ago now at this point in time. I put it out on inauguration day. I said it has 188,000 views. The Trump stock market will be a roller coaster, right? Big Trump in the thumbnail there. And that just is what it is. Like if you went through the first term, it's going to be a roller coaster. There's going to be time periods when you're looking at your portfolio, you're like, "Oh my gosh, is it ever going to stop being so bad?" There's going to be other time periods when you look at your portfolio, you're like, "Oh my gosh, I hit another all-time high, another all-time high, another all-time high." Literally, you're going to think about quitting your job, quitting your business. Because you're going to be looking at your portfolio and like, "Dude, I just made more from my portfolio today than I make a month of working at my business or working at my job." That just is what it is. Like, that's that's a Trump stock market for you. it's a it's going to be big ups and big downs and um like it just is what it is. And so just understand uh that's part of the process, right?
In regards to like a crash in the market, I did a video actually on the reaction channel last night uh that's pretty valuable. I think you guys will enjoy. It looks like 64,000 people have gotten to see it so far. And uh that video really taps into I went to AI and kind of asked AI if we're going to have a crash this year and what are the percentage probabilities. Some of the answers might shock you from that video. And uh I also gave my opinion and perspective on the percentages I would put of like a particular like 10% drop in the market, a 20% drop this year, 30% plus drop. So if you want to check out that, that's Jeremy Lefave makes money. We're now up to 126,000 subscribers on that channel. I appreciate everybody that subscribed over there and enjoys those videos as well. That was a fun video actually to make last night. Okay. Uh this video is a little more serious. That was more of a fun video.
Okay. Second subject up here. most upside of my top eight stocks for the next three years. Here we go. So, the stock I believe has the most upside for the next three years out of my top eight stocks that in term of the top eight stocks is basically the stocks that have doubled or more for me. By the way, number one is Meta. Now, that should come as no surprise because it's also my biggest investment. But when I look at Meta, it's extremely attractively priced right now. When I look at the revenue growth, the earnings per share growth, the margins, it looks phenomenal. And Meta has been a lagger for the past year, I don't think it's going to stay that way, but it is what it is. It has been a lagger, right? And so Meta, I believe, has the most upside for the next three years specifically. Remember, we're just focused on the next three years here. We're not talking about the next one year. We're not talking about the next 10 years. Just the next three years. The next three years sets up phenomenal for Meta. Okay. Only thing I worry about with Meta is depreciation of you know obviously all these chips they're buying like in that depreciation schedule being five six years like that's the only issue outside of that like it's just a banger man.
Number two the second stock I think has the most upside for the next three years specifically is AMD. Shouldn't come as a surprise. A big position for me in the public account. $592,000 I have in that one. AMD sets up very well for this next three years. uh obviously 450 going into production middle of this year and that's going to be a huge banger for the back half of the year and then pushing into 2027 and then you know the 500 series I'm sure will be even a bigger deal for the company overall and so and they have a lot of other businesses that have really turned a corner as well but um yeah I think AMD sets up very well as well that's a stock that I'm like I won't be surprised if it pushes to 500 plus I know it seems like a long way from here but I wouldn't be surprised like if you told me a year from Now, two years from now, AMD's 500 plus. I wouldn't be surprised at all.
Number three, ELF on a shelf. Uh, so this one might surprise you cuz it's obviously been a great gainer for me in the public count up 1,124% and it's not a huge position. Listen, you might say, "Okay, if that's the third stock you believe it's going to do the best over the next 3 years, why not have a lot more money in it?" Here's the deal. I own a lot of ELF shares in other portfolios. So, I don't really feel like I need to own a ton more ELF in the public account because I have significant positions in other portfolios as well. So, just do keep that in mind. But, yeah, I think ELF sets up very well getting through all the tariff drama. I think there's going to be a lot more clarity around the business model by the end of this year. And I think that's going to build very well for ELF stock.
The number four stock is Celsius, CE LH, Celsius Holdings. That's the four stocks I think has the most upside the next three years with the Lonnie deal that's now gone through. Oh man, the distribution with Pepsi like yeah the international expansion opportunity over the next three years I think is going to be immense. So I think growth rates are going to be phenomenal for the next three years. Obviously this year is going to be the most insane because of the Lonnie deal, but I think it's going to be great growth rates for the next three years. I think the story if we look out two years out, three years out is going to become more than just revenue growth. It's and market share. It's also going to become what's are the margins increasing for the company? Is the earnings per share increasing for the company? And then what are they going to do with all the money that's going to start pouring in for the company? Are they going to try to buy another brand, start another brand, or are they going to just focus on buybacks, right? Buy back more shares, more shares, which going to help the earnings per share go up much more, you know, at a much more rapid clip. Like there's a possibility where Celsius could be like a 15%ish uh grower of revenue, you know, on average for the next 5 years or 6 years or whatever, but there's a possibility like earnings per share goes up at 25, 30 or 40% clip o over each year because of margin increasing and then if they buy back a ton of shares, takes a ton of shares off the market. So something to keep in mind there.
The fifth stock up here is Google McDougall. Actually, I know that's one's been a huge mover. Uh, but I think Google actually still says up very well for the next 3 years. You know, that's one that I would look at as fairly valued right now, but I think they kind of got disrespected in the AI game. And you got to understand like Google is the leader in my opinion in regards to AI. Like they've been the leader for the longest time. People just didn't recognize them as that because chat GPT got so much hype on the initial, right? Um, Gemini's getting better and better. It looks like Gemini is continuing to steal market share and you know, watch out. That's all I'll say about that for the next three years.
The sixth stock up here is SoFi. So Technologies. So SoFi, that one has had a big run, right? It was six bucks. What uh six bucks probably, you know, less than two years ago. It was a $6 stock. And you know, obviously it's had a big move recently. It's been kind of in the 26 to $28 range. So huge move for the stock. You know, it's interesting with SoFi because the the PE ratios maybe are high and those sorts of things, but every day that goes by, I become more confident that every single financial institution is trying to catch SoFi and they realize SoFi got it right. Like even the other day I was watching was that it might have been the national championship game last night actually or maybe it was a playoff football game over the weekend or something like that. I think it was Morgan Stanley or somebody was basically advertising that, oh, you can do your banking and buy stocks all in one platform, right? And it's just like so far out in front of everybody in regards to being a one-stop financial shop. And it seems like now every financial institution is realizing, crap, we got to get on this. And the issue for all these other guys is they're having to advertise on TV that they are a one-stop shop, right? SoFi doesn't have to do that. People understand SoFi is a one-stop shop. So the risk is if the whole credit card situation if you know rates go down to 10% if let's say a credit card companies can only charge 10%. I do think that's a bit of a risk to SoFi from the standpoint is that they do acquire a lot of customers from a situation where you know somebody's paying 25% interest rate to a credit card company then SoFi offers them 11% personal loan so they go use that to pay off the credit card and they pay SoFi 11% interest rather than pay a credit card company 25%. Right? So if you know T-Man gets that through and that ends that is a little bit of a risk. So I do want you guys to keep that in mind but um yeah, you know SoFi it's it's got some risk over the next three years but man has some reward potential and everybody is chasing SoFi and it's funny because they're just little guys but it's so obvious like they got it right.
Revolve great CEOs uh at that particular company. They've done a phenomenal job running the business over the years, you know, despite Rona, despite the inflation, you know, like the stimulus, like they got through all the storms and tariffs, like they got through all these storms and like they emerged on the other side stronger than ever. So, but you know, that one that one that one that one's one that it's like if it runs, it's going to run huge though. I will say that about Revolve.
And then Palunteer I actually think has the least upside of these eight stocks. No, because a company is going to do bad. The company's gonna do amazing the next three years. The growth rate is going to be phenomenal, right? But what it comes down to with Palunteer is valuation, right? And so that limits kind of upside potential in regards to Palanteer stock. Okay.
Now, the thing I'll say about the public account is the public account's ready to make a run to 5 million once we're through this drama. Obviously, we're in a little bit of a drama time period right now. How long does this last? Your guess is as good as mine. Maybe it's a week, maybe it's a month, maybe it's all year, right? But the bottom line is once we get through the drama, once the clouds move out of the way, the public account's ready to make the big run. The big run is to 5 million, right? And this is the story of the public account over the years. It will be stuck or go down for a while, right? It'll be stuck for 3, 6, 12 months, maybe even go down, right? And we get through those clouds and then it goes on its next big run, right? And that happened in 2022. public public account dropped huge, dropped all the way down to just under a million dollars. And coming out of that, we set up for a move from a million dollars to $4 million in the portfolio. Right now, the public account's stuck for the last few months and just, you know, $3.75 million. It's just it's just stuck right now, right? And we'll get through this storm whether once again it lasts another week, a month, or last this whole year. We'll get through it and then it'll go on a next big run. And that next big run is going to be to $5 million. And so that's the story of the public account over time, right? And then then we'll be talking about 7 million and then we'll be talking about $10 million an 8 figure portfolio, right? It's just it's a it's just the way it is. It's just a big game, right, of like woo huge runoo chill down. Woo huge run chill down down down. It's just the way it is, man.
Okay, so next up here, number three. Let's talk about worst case scenario for Salesforce, Adobe stocks. When these stocks bottom, how low could they go? Could they go all the way to the flow? Let's talk about it. Okay, so let's just call it what it is. These stocks are hated. Hated in the stock market right now. Are the numbers bad? No. Factually, Salesforce numbers are great. Factually, Adobe numbers are great. You can't debate that. Look at the earnings reports there. They're phenomenal. But just because you have amazing earnings in the short term, right, doesn't mean your stock's going to be loved. That stock is hated right now. Look at the Q's over the past year. Q's are up, you know, right around 16% the past year, just under 16%. Salesforce down about 33% and Adobe down 33%. So, it's clear Wall Street just is shooting shooting first asking questions later, right? It it's just a situation where, you know, AI is going to take over all of software and no one's going to need Salesforce anymore. No one's going to need Adobe and like they're done. They're finished. They're finished, man. And that's the way they're treating these stocks. Like, if the Q's go up almost 16%, I mean, we're talking about, ladies and gentlemen, this is nearly 50 percentage points of divergence. Nearly 50% of divergence. Come on. Come on now. I mean that is ultra level hated for those particular stocks. But it's not just them. Anything in the software related space, SAS related, recurring revenue streams, they hate these stocks. They don't want any piece of them right now in the short term. They're going to want a piece of them in my opinion over the next several years, but not not right now. Not today, not tomorrow, not last week.
Look at in it in it. They have Turboax product. They obviously have QuickBooks, which is very popular, right? Uh this stock's down over 16% the past 5 days. Listen, you need bookkeeping for your your small business, micro business, medium-sized business. You use Intuit, you use QuickBooks. Am is is my wife going to magically switch off of of QuickBooks tomorrow to go use some AI or whatever, like go I don't know, vibe code it, whatever they call it. No. No. What are we talking about here? You're ridiculous. Ridiculous. That's that's a misunderstanding of how intertwined in two it is with businesses, companies, and how intertwined it is with CPAs and tax professionals. Like crazy. But that shoot first, ask questions later, that's what they're doing right now in the stock market, right? So, yeah. Ouchie. Look at Shopify. Shopify is down over 14 percentage points in the past 5 days. AI, it's taking everything out. Never going to need Shopify again. Nope. No Shopify. No Shopify. No, no Salesforce, no Adobe, no intu, no nothing. We don't need anything. No, no, no. Don't need anything. It's all good. We got it. I don't know whatever to handle. Okay. All right. All right, Captain. Okay.
So, let's take a peek here. Um, when do these stocks bottom? Okay. So, Adobe right now. Now, keep in mind, uh, 1000X, we have a little glitch going on right now. So, I have the devs working on that, but basically the two-year forward Ps are actually the forward Ps. So Ford P on Salesforce is about 17 right now. Adobee's about a 12. You got to be flipping my flapjacks. This is insane. Okay, so worst case scenario for Adobe stock in my personal opinion, 250. Worst case scenario, I don't even know if it's going there, but that's the worst case scenario I see for the stock. Salesforce, worst case scenario I see for Salesforce, 180. Worst case. Worst case. Okay, that does not mean those stocks going there. And those stocks are much closer to bottoming than to not bottom. Okay? And so the way I would put it to you like this, okay, I am buying pretty much every single week these stocks right now. And I'm going to do that for the remainder of Q1. Basically, every single week, you'll likely see me buying Salesforce, buying Adobe, buying Salesforce, buying Adobe. And I might continue that into Q2. And why I might continue in Q2 is there's a possibility these stocks bottom in Q1. It was a very realistic possibility. They bought them in Q1, right? I'll keep buying in Q2 because it's not like they're going to magically skyrocket so much that the pricing is not going to be attractive anymore. No, they're still going to be a great deal when you got a stocks make a huge like I'll give you a good example. Meta, right? Meta 2022 stock is like $300 something dollars goes all the way down to $88, right? Gets absolutely wrecked. stock price goes peak to trough down I don't know 75% or whatever it was right and obviously I was a buyer at what 88 94 I was a buyer at 93 I was a buyer on the whole way down and I was buying like insane when the lower it went when that stock started to bounce and it went from 88 to 138 guess what it was still a huge buy when it went from 138 to 180 was still a huge buy when it went from 180 to 250 it was still a huge buy and so as Salesforce and as Adobe start to come back to life and they actually bottom, they form a bottom and they actually start to move up again. Guess what? I'll continue to buy those stocks for at least a short term. Short-term meaning a few months because they'll still be very attractively priced. It's not like those stocks are going to magically also go up and double the next day. Oh, Salesforce doubled. Oh, Adobe doubled. No, no. It'll be a gradual recovery and then the move to the upside will get more extreme as time rolls on and then more people realize, okay, maybe they're not being eliminated. Oh, maybe this AI thing, maybe it's actually a big opportunity for them to grow their businesses.
Wall Street is in the thought process right now. Keep in mind, most of Wall Street's not even they don't even run businesses. They never ran businesses. That's what people don't fundamentally understand Wall Street. Okay, listen. These are people that went to a lot of highly rated universities, okay? and they went on to get not only bachelors but master's degrees from these fancy universities and they enter Wall Street, okay? And they start working maybe as a you know some sort of associate or somebody some intern whatever okay whatever crap job they can get and they work their way up and they work their way up and you know they go through the whole game right these people never ran a business. They've never ran a business. It's not like these are some entrepreneurs that like, you know, started a great software company and built it and now they're working. That doesn't No, no, no. If anything, Wall Street people leave Wall Street to go start businesses, not vice versa. Right? Look at Jeff Bezos. Jeff Bezos was extremely successful on Wall Street. Probably could have been a lot more successful, but he decided to start a company named Amazon in the 90s, right? And obviously became one of the richest people in in history. And so, understand these people don't understand business. They don't understand like how businesses actually work. They've never done it. How could you if you never really done it like that? It's difficult. It's very very difficult. It's like me, you know, it'd be like me trying to judge why a baseball why a baseball player is good or not when I never played baseball. Well, technically I did in the fifth grade. Oh, soccer. I never played soccer. Okay, I'm going to go start to watch soccer games and I'm going to go tell you why this soccer player is so good and why this soccer player sucks. I never played soccer. Oh, but but but I read some books on soccer and like I I've been watching soccer on the TV and like uh yeah, yeah, I I know how it goes. What? These people don't even run businesses. Are you going to listen on business advice from them? They never even done it, man. They never done it. So, the moral of the story is I'm going keep buying those stocks, okay? and I will pounce on it. And I put a tea account like this. You guys ever seen a bird fly into ocean or a lake or something? Grab a fish out. You know, you got to be fast. You gotta, you know, when you see a great opportunity, you got to pounce. You got to take advantage. And that will be that.
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