2026 Stock Market Outlook: Micron, Amazon, SaaS Stocks & Value Picks

Flapjacks all over the place. Look at silver, ladies and gentlemen. Is now down for the year. That's absolutely

fascinating because silver was the main subject it seemed like of just a few weeks ago. And now silver is down 40%

from those highs of a few weeks ago. Look at this. This is IGV. This is the uh basically like the software ETF. And

uh it has died of death now at this point in time. Look at this. I mean, keep in mind folks, we're a month and a

half into the year and it's down 24%. absolutely dead. Those stocks continue to get obliterated. Look at Intuitit

stock. Intuitit I mean literally you just go back 6 12 months ago everybody would call into it one of the best

business models in the world right and look at this stock is down 42.5% year to date. Absolutely nasty.

Salesforce down over 30% year to date. Once again, this is another one. You go back 12, 18 months

ago. People call this one of the greatest business models in the world. And these stocks are just being sell

sold relentlessly right now, right? Can't catch a break for that stock. Look at Adobe. This stock is down 25 plus%

year to date. It's getting hard. I will say with Adobe, it's starting to get hard to push the stock down. The Ford P

is down to like 11 or 10 now at this point in time. So, that one's getting tough to push down. Service Now got some

great news today and it still didn't end up mattering. The stock ended up red after it was very green early in the

morning. Essentially, that stock's down well over 30% so far this year. And once again, we're a month and a half into the

year. Unbelievable. Mag 7 stocks suck in 2026. Look at this. Every single stock is Red Dead Redemption this year. Every

single one. I mean, unbelievable. Nvidia's down. Meta's down. Apple's down. I thought I was kind of shocked

Apple's down cuz I thought like Apple was having a good year and then I looked and I was like, "Oh, no. Apple's

actually red for the year. That's crazy." Google McDougall's down. Tesla's down. Amazon's down big. And Mr. Softy,

Microsoft is a worst of them all with a 16 plus% downward move here in 2026. Look at this. This shows you a heat map

of the S&P 500. And man, there's a lot of great green pockets out there. Walmart, Costco, Coca-Cola, Pepsi,

Proctor and Gamble, Home Depot, you know, Caterpillar, John Deere, like you go through a lot of these companies, a

lot of the energy stocks, very nicely green, but man, a lot of these Mag 7 type stocks just not the place.

Meanwhile, you look at a stock like this, I posted this on my X page here today if you ever want to follow me on

X, I always have it linked in the description area down there. I said this boring restaurant stock has outperformed

90 plus% of tech stocks the past few years. And uh it's fascinating, right? Cake has basically 2xed my money from my

initial buys, you know, just back in uh kind of like mid 2023. Fascinating. A stock like that performing tremendous up

almost $70,000 and it doesn't account for dividends received in that stock. Since I started buying Cake, Cake's

basically doubled, right? Meanwhile, IGV, that software ETF, is up 36%. And Mr. Softy is up 28%. Shows you, you

know, if you get in the right positions, it can, you know, change things dramatically, especially in regards to

the timing you get in. Look at a stock like ELF. ELF's up almost 12% this year. It's been a very volatile year for the

stock, but at the end of the day, it's been a good year so far. Like, you can make 12% in a month and a half. You'll

gladly take that. Nike is green for the year. We'll take it. Estee Lauder, this stock's up over 5% year to date, you

know. Boring stocks, man. They're winning. They're winning. You know, Mag 7, it's got all the talk and all the

hype the last several years, tech stocks in general, but those stocks are just not the play right now. It's these

boring companies that no one's won the past 3 years that all of a sudden we're seeing a flood of money come into them,

right? Look at this. This is my hedge against Tesla stock is 2x leverage against Tesla. It's up over 18%

this year. Talk about a phenomenal hedge, right? Four core subjects I want to get into in this video here today.

One, are Micron MU and SanDisk tricks or traits? Are those stocks, those have been two of the hottest stocks in the

stock market the past year, even year to date. Um, are they a great buy or is this a trick situation? We'll talk about

that at the top of this video. Second, I want to talk about the ultimate long-term

stock to buy essentially. Okay, the stock that is the next 10 years setup so phenomenal for them. We'll talk about

that in this video and what stock that is. Third subject up here, we'll talk about three non- tech stocks that I love

right now. Well, fourth subject, SAS Apocalypse. It's going on. I'm going to rank in this video my top five SAS

stocks in this video here today. Talk about a freaking banger. Is this a banger or is this a banger, baby? Okay,

this is a banger of a video. One thing, one thing only I need from you guys. If you haven't already done so, just hit

that little thumbs up button. Smash that little like button for me. I hope you can do that. I've been prepping this

video for hours and hours and hours for you guys here today. And all I need is a little smashing in return. Okay?

Appreciate you for being here. Make sure you're subscribed. Make sure you got notifications on. all that good stuff.

Okay, listen. This is a one-year chart of SanDisk and Micron versus S&P 500. S&P 500 up, you

know, 11%. MU stocks up 274% and SanDisk up a shocking 1,150%. Unbelievable. Memory for the win, right?

So, look at a stock like MU here. Okay, MU right around $400 here today. Look at the trillion to a month trend of

revenue. Clearly, it's up and to the right. But look what's about to happen to the revenue. It's going to go to the

moon. So, when you see a stock like MU and you see the stock up so dramatically, right? You know, almost

300% over the past year, understand it's not for no reason. It's because their business is blowing up in a great way

right now, right? what they're able to command for pricing of memory is going through the roof and memory in general,

demand for memory in general is going through the roof. You got to understand all this AI is using unbelievable

amounts of memory. Okay? And so this isn't going to stop. Like this is unbelievable amounts of memory that need

to be used over the next several years. When you see Nvidia making all this money over the next few years, when you

see AMD making all this money over the next few years, just understand this doesn't happen without memory. It's a

core like need in these products essentially. Look at the trend of net margins and gross margins for Micron.

And this isn't over. It's going to go much higher before it goes lower. I can tell you that in regards to net margins

and gross margins, this trend will continue for quite some time here. Okay. Additionally, this shows you we're

looking at thousandx.com, by the way, here. Check out the trailing 12-month earnings per share. This is where we're

at right now. It's an insane increase over the last several quarters, but it's nothing. Literally nothing compared to

where these earnings per share is going over the next 12 months essentially. It's going to be like a night and day

difference for MU overall, right? Operating cash flow. This is where we're at right now for operating cash flow for

Micron. Imagine where this number is a year from now with the demand that Micron has, with the pricing they're

able to command. Oh my gosh. And here, ladies and gentlemen, ladies and gentlemen of the jury. Here is the most

amazing thing about all this. I just showed you demand for memory is going insane. Pricing is going insane. The

revenue is going insane. Net margins are exploding higher. Gross margins are exploding higher. Earnings per share is

exploding higher. It looks like the perfect scenario and the perfect stock and none of this AI wave happens without

memory, right? And keep in mind there's only a few major memory companies in the world, right? But the best part of this

whole story is this. The forward PE on Micron is under 10. If you look at that and

you're like, dude, how is that even possible? This company's business is going insane. The numbers they're going

to put up for the next several years are going to be ridiculous. How is this company trading at a Ford P of 10? You

would think it'd be 30, 50, 70, 90 Ford P. Like way higher number than 10, right? Well, here's the deal. Okay, so

we know the earnings per share is going to go insane this year. We know it's going to take another leg higher in 27,

right? And we know it's probably even going to go up in 28. But here's the issue. We have a major

moderation that likely comes in 2028. Could come in 2027, but I think 2027 will still be a nice increase. It's

going to be way less of an increase in 26. Keep that in mind. But things are going to start to moderate definitely in

2028 in my opinion. So then you got to ask yourself, what happens after that? Well, here's what happens to memory chip

companies. They go through busts and boom cycles. A bust and then a boom and then a boom and then a bust. And it's

over and over and over and over again. I'm showing you right now the earnings per share on a quarterly basis of Micron

over the years. Okay, this is dating all the way back to kind of like 2011. So we can go back. Basically, it's like a

15-year chart, right? So MU right here is going through a complete bust cycle in regards to memory demand. Then they

go through a boom cycle. Then they go through a bus cycle. Then they go through an insane boom cycle. And guess

what happens right after that? A big bus cycle. And then right after that, guess what happens? a big boom cycle followed

by guess what? A massive bust cycle followed by guess what? What we're in right now is a massive boom cycle. Not

only are we in a boom cycle, this is the biggest boom cycle Micron's going to have ever seen in the their business

models history by a mile, right? And that's also why the stock's way higher than we've ever seen it before, right?

So, we're in a boom cycle. We're going to be in this boom cycle and these numbers are going to be insane for the

next couple years, right? What do you think's happening after that? H I'm going to go out there in a limb and I'm

going to say a few years from now there's going to be a massive bust cycle. Ladies and gentlemen, that is why

people don't want to pay up for Micron stock. That is why it trades at a Ford P of 10 because everybody's understanding,

yeah, this company's going to have an unbelievable year this year, an unbelievable year next year, and then

things start to moderate in 28. And guess what [clears throat] happens after that? likely major bust cycle and the

bust could be even bigger than previous bust because this boom cycle is way bigger and way more dramatic than

anything we've seen before, right? So that's something to keep in mind. Now some people will say, okay, you know,

and I'm sure these memory chip companies will make an argument like we're not going to go through another bus cycle.

No way. Mm- never going to happen. The business models have changed forever. It's only up and to the right. Right. I

call BS on that. I don't believe that. I don't believe that for a second. This is the same industry that it's

been. And AI demand is going to always be there, right? Demand for memory is going to

continue to be there, but that doesn't mean you don't go through bus cycles. If I showed you the past 15 years of demand

for memory, guess what it is? Up into the right. It's like, I don't care what you use. I don't care if you're talking

computers. I don't care if you're talking cell phones. I don't care if you're talking gaming consoles. I don't

care if you're talking a refrigerator. Everything seems like he uses memory down nowadays and way more memory than

we've ever seen in any point in history. And yet, despite the need for memory just going up and up and up, look at

Micron over the years. Massive boom in bus cycles again and again and again. And so that argument around like well

the demand for memory for the next 10 years 20 years is going to go higher because of AI and because electronics

and all this stuff doesn't mean you're still not going through a bus cycle. It's been going higher for 30 40 50

years forever now at this point in time and yet you still go through these boom and bust cycles. So that's what's

important to to keep in mind in regards to the subject, right? The other kind of risk in regards to specifically Micron

is they have abandoned their consumer business now at this point in time and they're basically uh kind of betting the

farm on, you know, these big customers, the AI companies and things like that, right? And so Samsung, SKH Heinix uh

believe holding on to the consumer market gives them pressure valve if AI demand ever slows down in 2028. They

still have millions of gamers and laptop makers to sell to, Micron will have nowhere else to go. So that's something

just to kind of keep in mind in regards to Micron specific. So what Micron looks like to me and what SanDisk looks like

to me, okay, they don't look like huge bubbles. I will No, no, no, no, no, no. People say, "Oh, those are huge bubbles

cuz the stocks went up a lot." They they're not huge bubbles. I'll tell you exactly what they are. They're value

traps. Valuet Trap is a stock that is a company, a great company, very well known. They have a needs-based product a

lot of times, right? And they're able to produce unbelievable cash flows, unbelievable profits, but at

the end of the day, the stock does nothing because it's going to go through troubles in the future. And so, people

are not willing to pay up for it. And so, you see it trading cheap and you're like, "This is the greatest deal ever.

Look at the company's growth. Uh, look at the company's P ratio. This is this is magnificent. I've just found the most

mag perfect stock in the world. Right? And what you end up getting into is a major value trap. And a good example of

that that I've got into over the past few years, it's been a huge value trap. Perfect example, I'll give you a stock.

You know what it is? PayPal, otherwise known as PayPal. PayPal's been a huge value trap the last several years. And

as somebody that's been an investor of that company, 100% look at their revenues. They've been up and to the

right. Look at their profitability, right? And at the end of the day, and look at how low their PE is. Does it

mean anything for the stock price? No. It's been a huge value trap, right? People don't want to pay up for that

company because they look at it and they're like, nah, really low growth rates, right? And so Micron's going

through this time period when they're in a boom. They're going to be in a boom for the next two, three years, and then

it's coming the bust, right? And people just don't want to, they don't want to, you know, bid up a stock dramatically

more. that's going to going to have a bus cycle uh you know we can call it a few years from now essentially now some

people might say oh you know I want to buy put options on a stock like this not smart

highly risky not on Micron listen you got a company here that's going to make bank for at least the next two years

2026 and 2027 are going to be unbelievable years for Micron you don't want to step in front of that no way and

with the Ford P at 10. Nah, I'm good. That's not a smart bet. You might be able to get lucky and maybe buy a put

option, you know, and the stock goes down shortterm or something like that. But I'm just like, there's way better

opportunities than that. You usually, if you're going to come in and bet against a stock, you want to bet against a stock

that, you know, doesn't have earnings, right? Or is in a situation where the valuation is just trading insane.

Micron's got earnings for days. Oh my gosh, they got plenty of earnings. They got no shortage of earnings for that

company over the next few years, right? And the P's dirt cheap. So to buy put options against that stock, it's just

not a smart decision, man. Not a smart decision. And just because the stocks went up a lot is not a reason to bet

against it. There might be a time period when it makes sense to bet against Micron, but I wouldn't do it right now.

Oh, heck no. You get out of the way. That's a freight train right now, right? No. At the end of the day, Micron stock

in my opinion. Where's the stock price going over the next few years? It's going to be stuck. I think it's going to

be a stuck stock for the next few years. I think it's going to be stuck between $300 and $500 a share. People feeling

bullish, they'll bid it up to 500ish. And they're feeling bearish, they'll bid it down to or, you know, send it down to

300 range, right? And um I think that's just where it's going to be for years to go in the future. And so anybody betting

that, oh, the stock's going to crash in the next few years here down to 150. I don't think that's very real realistic.

And people thinking, oh, this stock's going to a thousand over the next few years. I don't think that's realistic

either. I think this is a stock that will just be stuck for years. That's my personal opinion. I could be wrong on

that, but don't be surprised if year by year goes by and it's like, oh, there's Micron. It's still in that 300 to 500ish

range, right? So, we'll see. But that's what I foresee in regards to that matter. Okay. All righty. Next up here,

the ultimate long-term stock to buy. Then we'll get into three non- tech stocks that I love right now in the SAS

apocalypse. I'll rank my top five stocks in order that are the best buys in regards to that. Before we get into that

pinned comment down there today, if you're looking to apply join private group, that is access to all my course

curriculum. There's really three components you get when you join us in the private group. It's exclusive group,

by the way, of 3,000 members. But you get the education component of all of my best courses. become a master stock

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community, which has 3,000 members in it. Many of those members have multi6 figures in the portfolio, seven figure,

eight figure investors. Okay? And the third component you get when you get access to the private group is you get

access to my advanced software, thousandx.com, which I use on a daily basis to run my projections on companies

and where these stocks are going over time. look into them, do research, all that good stuff. Okay. You also get

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Okay, that will be pinned comment down there. Click on that, fill out a form. We'll see if we can get you access in

there either this week or next week. Okay, the ultimate stock to buy longterm. Listen, it's Amazon without

question. This is a stock, okay, that just understand with Amazon, don't get super bowled up about the stock in the

short term, okay? They're spending like insane right now there that depreciation is going to hit over the next few years.

There's going to be questions about AWS and if they're really spending on, you know, so much that it's really going to

help AWS growth rates and those sorts of things, right? But I back this up, okay, Amazon's a stock that has returned

164,000%. Long term. It's unbelievable, right? But throughout this time of what 30 years or

whatever since the company went public, right? There's been plenty of time periods when the stock went down

significantly or didn't do anything for quite some time, right? This could happen for months. It could happen for

years, right? Where the stock would go down and would go nowhere. It' be no man's land. And right now, we're kind of

in one of those time periods when the stock's just in no man's land, right? And the reason, there's usually two

reasons why all of these situations happen. One is they had to go through a major investment period and Wall Street

kind of pushed back against that. Investors pushed back against that. Like, oh my gosh, Amazon's about to

invest so much money. You know, it's a hold back of the company, right? And the second reason is if growth rates were

slower uh than people thought they were going to be, right? And part of that was kind of in the tech bubble blow up

there. You say valuation as well, but definitely growth rates weren't as epic as some people had had thought they'd

be. Even in the great financial crisis, that happened as well, right? And so those are kind of the two main things

that can happen and can push Amazon stock down or just make it flat for quite some time. Right? Now, if you you

Amazon's not spending all this money for no reason, right? Just think about this for a moment.

Amazon says they're going to go out and spend $200 billion this year on capex, right? And much of that's really for

their AWS business. They're not doing that just to do that. Okay? They're doing that likely because

they believe this can accelerate AWS growth significantly and AWS can be set up for the next decade if not the next

two decades, right, of major growth. Now, what we're seeing right now is AWS growth is accelerating. Okay, I think we

pushed this last quarter, don't quote me on this, but I think we're pushing to like around a mid mid 20% low to mid 20%

uh growth rate in AWS. AWS should continue to accelerate growth for a bit here. Okay, so I think the

reason Amazon's spending so much money, okay, is I believe they think they can probably grow that business at like a

20% Kaggar for the next decade. Now that might not happen, but let's say hypothetically they do. Let's say they

are able to achieve a 20% compounded annual growth rate on that AWS business over the next decade essentially. Okay.

Well, guess what? They're going to have around a trillion dollar a year business if they're able to do that. Okay. Around

a trillion dollars a year. Now, let's say that's not achievable. Let's say instead of that, let's say maybe, you

know, the next few years with this AI wave are really high growth rates. Let's say they're growing at like a 30% clip,

mid20s. That's very achievable over the next few years, right? mid 20s to maybe into the 30s when it comes to their

percentage growth. But then let's say after this whole big AI wave, let's say growth rates slow and they start going

into like the 10 12 15% range. And so let's say they achieve like a 15% Kagar over the years. This company still ends

up reaching in 2035 a half a trillion dollar plus a year business. Okay, 2036, so a decade from now, we're

talking about a $600 billion a year business. a year business. Okay, which is incredible and I think that's very

achievable. So the way I would look at this is I believe Amazon, this is my thought. I believe Amazon

thinks they're going to be able to grow AWS business to a $600 billion to a trillion dollar a year business over the

next decade. That's my belief on what they're doing and why they're spending so aggressively. And it all starts to

make sense why they're going to do that because the profits on AWS are are pretty phenomenal right now. Keep in

mind they're not the only ones spending. Microsoft spending heavily here. Google spending heavily is here as well. I

believe all these companies think they're going to grow their businesses very nicely. And honestly, the growth

rates are very impressive. Azure, which is Microsoft's product last quarter, I believe that grew around 38% or

somewhere around there. Google's cloud business is booming right now. I mean absolutely booming right now. So it's

it's a there's plenty of money to go around in this space over the next several years for these companies right

now. The profit factor when it comes to AWS AWS operating margins are around 35%. Keep in mind that could go up, it

could go down if the competitive environment gets tougher. But let's say they are able to keep that number,

right? In that 20% scenario I ran you through, in 2036 the company would be throwing off $330 billion in annual

operating profit just from the AWS side of the business. [laughter] Oh my gosh. So, in a more conservative in a more

conservative scenario, you could say maybe the company's throwing off 200 billion or $250 billion a year in

operating profit just from AWS. We're not talking the advertising business. We're not talking the

e-commerce business. We're not talking about any other future businesses they start or any other future businesses

they acquire. We're just talking AWS right now. Right now, you start to say, "Okay, shoot. Now I see why they're

spending so much." Right? You could start throwing off 200300 billion a year in operating profit just from that

business unit. That's big money. Now you're talking about you're getting a great payback.

You I mean you could be talking about you're getting the the 200 billion you're spending this year. You get that

back in in you know months, not even a full year down the road. That's incredible. Now if we think about where

the valuation of Amazon's going long term, right? So you know they got their AWS business

which is the big dog right advertising business we should ex you know that's been growing very nicely that should

continue to blow up over the next you know decade the retail businesses subscriptions should continue to boom as

people order more and stuff like basically the way I look at Amazon is this is a company that should be

bringing in 2 to3 billion a year in revenue 10 years from now okay they're going to cross likely a billion dollars

in revenue uh I mean excuse me a trillion in revenue. They're going to cross a trillion dollars. It's a

trillion a year, by the way. They're going to cross a trillion dollars of revenue likely in 2 to three years from

now in terms of they're doing a trillion dollars plus in revenue a year. So, in 10 years, they should be able to do 2

to3 trillion per year in revenue. Okay? Of that, I think they'll be able to throw off about $500 billion roughly.

Maybe it's 400 billion, maybe it's 500 billion, maybe it's 600 billion or 700 billion, right? I think roughly $500

billion a year in net income which you know you could easily say a 20p is fair for a company like Amazon they'll still

be growing at that point in time right and you're at a 10 trillion plus dollar market cap a decade from now right now

AI did their own valuation here and they got to 10 trillion plus company that's where I believe Amazon's going over the

next decade we're going to a 10 trillion plus dollar company here right and I know these numbers sound big because we

They have no $10 trillion company. Now, what's the biggest company in the world? I believe it's Nvidia. And I believe

Nvidia is what, a 4 trillion something dollar company right now. So, to say 10 trillion, it sounds big. Dude, when I

got in the stock market, we couldn't even imagine a trillion dollar company. Now, we got a bunch of trillion dollar

companies. Now, we got a bunch of multi- trillion dollar companies. When I first got in the market 0809 shoot I remember

seeing companies like you know Proctor and Gamble and Exon Mobile you know at 200 billion 300 billion mark caps. These

were the biggest market caps in the world. It was crazy. I remember getting hired at Quicktrip in 2010 and I

remember looking at Apple stock and you know Apple stock at that time gosh I can't remember what the valuation was. I

think it was like 500 billion or some some crazy number 600 billion and it was like oh my gosh like they can't get any

bigger than this like that's insane right and now Apple easily commands a3 trillion plus dollar valuation on it

right so when we talk about a decade from now $10 trillion market cap just understand I don't think Amazon will be

the only 10 trillion company 10 years from now they're probably going to be one of several companies that are 10

trillion plus market cap right so something to keep in mind there I think Amazon's a perfect example of why I love

stock picking and having a long-term mindset, right? I love being able to look into a company like Amazon and be

able to run numbers, run projections, and try to find a company that I believe is a safer bet than the S&P 500, but

that could likely outperform the S&P 500 significantly over the next decade, right? And I think that's a perfect

example is Amazon, right? Also, long having a long-term mindset. It's very easy to get caught up into the short

term of, oh, you know, people are spending a lot of money right now and that's going to hit the depreciation.

All those things matter in the short term, right? They all do. And what's going to happen with tariffs and what's

Trump up to and what's the Fed up to and blah blah blah, right? What's the economy doing in the short term? Like

all these things, they all matter, but they're all short-term things. They come and they go and companies like Amazon

remain. When Amazon was founded, Bill Clinton was the president of the United States. Okay? Bill Clinton

and then it was George Bush and then it was Obama and then it was Trump and then it was Biden and then it was Trump,

right? And so all these presidents come and go. All these geopolitical things come and go. Deflation, inflation comes

and goes, right? It's mostly inflation. Uh good economies, bad economies, okay economies come and go, right? Monetary

policy changes come and go. Raising of interest rates, decreases of interest rates come and go. Fed presidents come

and go. It all comes and goes. It's all and yet Amazon remains and gets bigger, bigger, stronger, stronger, right? And

that's the thing with great companies. And that's why it pays to really stay focused on the long term because there's

just so many times you could have got caught up in the short term with Amazon, right? Oh, they're spending a lot. H

they're spending so much on this e-commerce infrastructure and look at the e-commerce business loses the money.

Why are they spending so much? Like there was a lot of debate and questions about that 10, 15 years ago, right? Oh

my gosh, they're spending so much. Like they're building all these warehouses. They're getting all these trucks.

They're going to do their own delivery networks. There's no way they're going to make money off this. They're only

going to charge blah blah blah blah blah blah, you know? You got to you got to put the trust in

the big dogs that run these companies and they know what they do and honestly they got a pretty impressive track

record, right? Doesn't mean they can't make mistakes and they will make mistakes, but doesn't mean they're

perfect, but man, they do a pretty dang good job over time, right? Have a long-term mindset. Try to find great

companies, right? Okay. Next up here, uh, three non- tech stocks I love. Okay. And then we'll get to my top five SAS

stocks. Well, number one is Cake. This is a stock I have loved for years. If you watch my channel religiously, the

amount of times you probably heard me talk about cake and feature it on three stocks I'm buying and five stocks I'm

buying and all those sorts of videos is a lot, right? It's a great company. It's made me $70,000 of profit so far. It's

that doesn't even include all the dividends it pays me out over time, right? And when it comes to Cheesecake,

they got the ATM machine, which is Cheesecake Factory, but then they have North Italia, which is expanding across

the United States and will continue to over the next decade. And they have Flower Child that's expanding all over

the United States over the next decade and will continue to, right? And they got a bunch of concepts behind those

concepts that are next up essentially. And so Cake's just a growth engine with a core business. They got a core

business with Cheesecake Factory that's an absolute profit machine, right? And then they have all these growth concepts

coming behind it. So it's like I think it's one of the most perfect I think it's the most perfect restaurant stock

I've ever seen. I've never seen a restaurant stock that you could get an ATM machine for an a core business model

with a bunch of major growth concepts coming behind it. You've never seen that before. Like if you think about like

Chipotle, Chipotle was, you know, like a super expanding concept, but it wasn't like they had a core business that was

like super profitable in those days, right? Um, you know, you you could go through almost everybody like Texas

Roadhouse was kind of a onetrick pony. It's not like they had a bunch of growth concepts coming behind them and things

like that. Like, you know, even though they technically do own a couple other concepts, but those are kind of like

joke concepts compared to like a North Italian, a flowerchild. So, you really go through it and it's just like this is

a very special company. This is a 101 in the restaurant space, like something we've never really seen before, right?

And so, here are my projections for Cake. This is my bull case for Cake. I have them doing 9% revenue growth on

average per year over the next several years. Keep in mind, stuff's always getting more expensive. So basically

cake can get 2 to 3% of revenue growth per year just based upon inflation right so that's something to kind of keep in

mind there so you're going to b you're almost guaranteed to get two to 3%age of growth from that then you get a few

other percentage revenue growth from North Italia and flowerchild and the other concepts expanding and then you

know as far as uh cheesecake brand goes you just got to do a little more volume right and you know you can see how you

can get to a 7% or maybe even a 9% growth growth rate for the bold case I have a 9% growth rate here right net

income growth 11% I had them outstripping revenue when it comes to net income and so you know if you got a

restaurant concept like cake growing 9% top line 11% bottom line 28 to 33p is pretty fair which gives me a kag are

easily in the mid20s to high 20s here very attractive right this is my base case just a fancy way of saying what I

expect 7% revenue growth on average for the next four years 9% net income growth right 25 to 30p be fair for a company

like Cake growing at those sorts of growth rates and we're talking a low 20s Kaggar here for Cake. This stock's on

its way to 100 plus and that's why I hold Cake and it's going to 100 plus, baby. Okay. And here's the other thing

when it comes to Cake Pays me a dividend every 3 months. Pays me 27 per every share I own, right? And so that means I

make $877 every 3 months paid out to my public account, right? Which then I can go buy

more cake shares of or buy other stocks with. And then obviously I own cake across portfolios. So they pay me a lot

of dividend money all the time and I take that dividend money and go buy other stocks with it. It's beautiful,

beautiful dealio in regards to cake. So cake is a very very special stock. I think it's very underrated. I don't

think you know and keep in mind with the dividends like they're probably not going to up their dividends much over

the next few years because they need to spend that money really on North Italia expans expansion and flower child

expansion. But just keep in mind those are going to produce unbelievable profits which then longer term if they

want to pay much fatter, bigger dividends, they can. They can. Okay, so just keep that in mind. Number two or

three is ELF. ELF's another great example of a stock that's non- techrelated that I absolutely love. This

is a stock that has performed tremendous for me over the years. It's a very volatile stock in the past couple years.

A lot of drama. I mean, you know, there's a lot of moving parts. Like, they bought several brands. Um, those

brands are looking phenomenal, especially in regards to road. That's a gamecher for the company. Uh, growth

rates were ridiculous at one point for them. Those growth rates slowed down. You had the tariff drama. You just had a

lot of moving parts. In regards to ELF here, okay, but at the end of the day, this is a great growth company that puts

up their numbers. Based upon my projections for ELF, my bull case, I have the stock going to $238 to $272 in

my my bull case. Come 2029 for 80ome dollar stock is pretty attractive. My base case, just a fancy

way of saying what I actually expect, I have the stock going to $160 to $187 a share come 2029.

That's tremendous upside from here essentially, right? So, ELF absolutely a company I love.

boring stock cosmetics. I like to make money, you know. Making money to me is not boring. It's just

never gets boring. I'm amazed. I'm like, you know, you think you get bored of making money. I just never get bored.

It's just always fun, right? Next one up here, number three of three is this one, SoFi. Non techreated technically. Um,

even though some people would say, well, it's kind of a fintech, and that's true, but SoFi is really the future of

banking. And you really look at their how many members they've attracted, the the revenue trends, the margin trends,

and those sorts of things, it's unbelievable. We're up 134% on the stock up $56,000.

Um, which is a very small number compared to something like ELF, which is up over, you know, we call it

around,00%. Right? But SOA has been a great stock for me. I think it's going to continue to be a great stock for

years to go in the future. And uh the thing with Anthony Nodto running the company is as long as he risk manages

company properly which that man you know he comes a long time ago from Goldman Sachs. You really learn about risk

management management in a company like Goldman Sachs right as long as he continues to run this company from a

riskmanagement standpoint like the world is theirs. Like the thing for not is he just got to not screw it up. It's as

simple as that. You have a company here that's so good it's like a racehorse. You just got to not screw it up, man. As

long as you don't screw it up, like the world is theirs. It's unbelievable. The growth rates this company has is

unbelievable. So, SoFi, uh, the future of banking. As simple as that, right? I would think an honorable mention, an

honorable mention for a non- tech stock I love is Nike. Nike is an honorable mention here. The turnaround's clear as

day now at this point in time for Nike. Uh, Elliott Hill is doing an amazing job. actually had a really good

interview recently uh with Bloomberg that I really liked. But yeah, Nike definitely uh the turn like the there's

not a question about the turnaround anymore at this point in time. Like you look at the North American numbers,

they're great. Uh the China numbers will likely start to turn as this year goes along and get better and better. So

Nike, honorable mention. Okay, next up here we got a SAS apocalypse going on for all these SAS stocks. Let me give

you my top five SAS stocks ranked in order. Keep in mind, let me say this first. I am buying SAS stocks very

heavily in the first quarter. That's something I telegraphed I would do seeing the weakness and I'm like, I'm

trying to get my hands on as many shares of some of these great SAS stocks as I possibly can here in the first quarter.

That does not mean I'm done buying them. I'm going to probably buy these stocks for the whole year, but the aggressive

buys is really in this first quarter because this is where a lot of the damage is occurring essentially. And so

there are there's no doubt there's some SAS stocks that are going to be replaced, right? There's some that are

going to be irrelevant or have trouble growing their businesses and things like that. There'll be some that will be

value traps, right? And you can make arguments that if you think these companies aren't going to really grow

very much over the next several years, you can make an argument that many of these SAS stocks will be value traps in

the end. That's a fair debate that can be made there, right? But the future I see involves these companies growing at

very strong singledigit or low double-digit growth rates over the coming years and net net income growing

at even a faster clip and earnings per share growing at even a faster clip because they don't have to spend the way

these hyperscalers are having to spend on on their businesses, right? So they can do big share buybacks. Okay, so

let's rank these my top five here. Number one, this is the best buy in my opinion in the SAS space and it is CRM.

It is Salesforce. I think this is a, you know, least risky of the bunch. We're looking at Salesforce now at a forward P

of 14 14. Next year, earnings per share growth expected to be around 14%. Next year, revenue growth expected to be

around 9%. I mean, gez, I expect Salesforce to come in and beat numbers throughout the year. They have a full

suite of products that they sell to their customers. You know, to just, you know, people are running these insane

conclusions that, you know, everything in software is going to be just replaced and, you know, sent out these companies

and you don't need these companies anymore and things like that. I think that's a far-fetched fairy tale is what

I would say in regards to this matter. So, Salesforce, I love that company. Beni off, I mean, do you want to bet

against Beni off? Come on. Come on now. You don't think Ben Off's going to make like people are only viewing it from the

negative angle here when it comes to these SAS companies and for somebody like Salesforce and all these others,

right? They're only viewing it from the negative angle of like AI wave is only going to be negative for these

companies. It's going to hurt their growth rates. It's going to hurt their margin opportunities over the years.

It's going to hurt everything, right? It's going to make them irrelevant. And the way I see it is very different. And

Jensen's talked about this as well. I see this as being a great accelerator for the next wave of growth for a lot of

these software companies. I look at something like Agent Force and what they're doing there and what they're

going to do with other products in the AI space. And I think if anything, this is a huge opportunity for these

companies. And these companies have definitely had much slower growth rates the last year or two. And I think if

anything, this AI wave is not going to decrease growth. I think it's going to increase growth. I think we're going to

see growth accelerations even from companies like Salesforce. Number two of five is

now service. Now this one's next up here. So McDermott running this company 25 forward P on this one. So this one

seems a little higher in regards to forward P, but this one's got way better growth than really almost anything in

this space, right? Next year earnings per share growth expected to be about 19% for Service Now. Next year revenue

growth expected to be 17% for Service Now. Don't be surprised if they beat those numbers. Don't be surprised if

next year they come in with earnings per share growth that is in the 20% plus range and revenues that are around 20%

roughly or 19%. So, Service Now, I like that one a lot. And that one's so embedded into these big companies. Oh my

gosh. Like, you know. [sighs] Yeah. Yeah. Next one up here is a DBE. This is the one I think people could

make the strongest argument that it's a value trap, right? And that you're not going to make money and it's a PayPal

type situation. I think that's fair, but I just don't see it like that. I don't think people understand how Adobe makes

most of Adobe makes most of money from big companies from their marketing departments and creation and all those

sorts of things, right? And so Adobe is still necessary for doing all these high-end things that you want to do with

images and photos and for marketing and all that sort of stuff. And so when you're in the Adobe ecosystem, you could

get out, but it a lot of times it just doesn't make sense. It does not make sense. And many of Adobe's

businesses are growing exponentially right now. Not not talking like, oh, this business grew 3%. No, no, no.

They're growing. Like some of their businesses revenues are growing at unbelievable double-digit clips. And so

once again, we got another company here that people are only looking at as a negative. There's no opportunity for

Adobe when there's a huge opportunity for them to expand their business much more substantially in the AI space over

the coming years. Right. Next year earnings per share growth expected to be 13 plus% for Adobe. Next year, revenue

growth expected to be over 9% for the company. Don't be surprised. They're coming in beat numbers there. Okay,

number four or five is Inuit it tu on this one into it 154P. Next year earnings per share growth

expected to be about 13 and 12%. Next year revenue growth expected to be 12%. Inuit it man is a great company. Several

great business lines here. One of the best business models in the world. One of the greatest companies in the world.

And um you know there's just another one being thrown out right now. And the thing is with a lot of these

companies, I use their products. I can't replace their products. Are you kidding me? You know, like a good example is

like Salesforce. I use Slack. You know, I got small businesses. We use Slack. You think we're just going to be able to

replace Slack tomorrow? Like come on, man. Like this is just ridiculous. Into it. We've been using QuickBooks for

ever, right? You know, you think we're just going to switch out of QuickBooks because we

might be able to vibe code something. Come on, man. Like, what are we talking about here? It's just ridiculous. It's

just ridiculous. Um, so anyways, like guess what? Intuit's going to keep making money for me this year and future

years. Like just as simple as that, right? And so I'll keep helping add to their uh numbers, right? Like this just

is what it is. Next up here, number five, is oh, Palo Alto Network. So this company, you know, their stocks about

$151 after hours. I looked over their numbers initially and they look pretty good. But I got to do a deeper dive

here. But this one's actually gotten pretty interesting. Ford P on the stock as of tomorrow should be in the 30s,

right? But with, you know, this is a company that should grow double digits for years to go in the future. And if

you think about cyber security and the AI wave, like this isn't going to go away. This isn't just going away. Like

come on, man. So that's another one I see as a big opportunity. There's a lot going on short term. There's going to

continue to be a lot going on short term, right? Focus on the long term. Focus on great companies, adding more

ownership of great companies. GVD, growth, value, dividends. The short term will be the short term. All these fears

about this and fears about that and SAS apocalypse and blah blah blah, right? It's going to be what it's going to be

and it will pass and great companies will remain great. They'll continue to increase their revenues or continue to

increase their profits, their margins, all those good things, right? And the short term will be what the short term

is. So, just stay focused on long term. buy companies that you're going to pat yourself on the back and say great job

for buying the stock 3 years ago, 5 years ago, things like that, right? That's what I do. You know, ELF's a

great example. ELF, you know, 1100% up since we bought that stock years ago, back in 2019. ELF's been through so much

so many different growth rates. The company had so much drama, so much this that there were short reports back in

the day, you know, just a million different things. And yet, at the end of the day, it gave me 1100% gain, right? I

think a lot more gains in the future. And so stay focused on great companies, stay diversified, growth stocks, value

stocks, dividend stocks. There's opportunities in all three of those. And uh continue to build stronger and

stronger day after day, month after month, year after year. Okay? I appreciate you for joining me. As

always, if you're an individual that wants access to all of my course curriculums, you want access to my

private community, if you want access to exclusive weekly videos, my advanced software, thousandx.com, all that sort

of stuff, that will be pinned comment down there today. It's really a group mainly for $100,000 plus net worth

individuals. However, you can always apply if you have less than $100,000 net worth. It just might not be the right

fit for you. Once you join us in there, we'll send you steel membership cards, all that good stuff. Much love and have

a great