Navigating Market Volatility: Tesla, PayPal, and SaaS Stock Insights

Ladies and gentlemen, I got started in the great financial crisis with my investing journey started late 2008. And

let me just tell you certain time periods in the stock market. It's going to give you incredible opportunities,

but it's going to test you. And it says if you want this opportunity, you better be brave financially because it is not

going to make it easy on you. And I'm seeing the market go through one of those time periods. Right now, I'm

looking at the public account. Public account seems to take one step forward and two steps back over the last several

months now at this point in time, right? ever since it hit its all-time high way back in around sometime around

Halloween, right? Takes one step forward, two steps back. And that seems like what's going on out there. We're

looking at the market here today. Dow down big nearly a,000 points. NASDAQ down pretty big. IBM getting slaughtered

today. I recently saw it. It was down 13%. Anthropics programming language threats. Everything's being threatened

by AI right now. Everybody's running to conclusions. I posted this on X here today. I said, I just vibe coded Amazon.

They're irrelevant now. Use my vibe code, baby. And we're going to do everything through my vibe code. I'm

Jeremy Bezos. Now, at this point in time, baby, we're rocking. Okay, that's a sentiment we have out there. By the

way, if you ever want to follow me on X, I always have it linked in the description area of all my videos.

Looking at the public account positions here today, some of them at least. Uh, you know, obviously the TSLZ are are

moving up quite dramatically here today. But PayPal, look at this. This is the only way we can get PayPal to go up.

Everything else in the market has to crash. If we can just get the Dow to go down a,000 points a day, I think PayPal

can eventually go to 80 or $100 a share, it's unbelievable, right? And look at stocks like Cake, stocks like Celsius,

stocks like Estee Lauder. Those stocks are holding incredibly strong despite everything going on out there. And it's

a lot, right? It hurts out there. S&P 500 down 2%. People like, "Oh my gosh, like market's hardly down 2 3% from

alltime highs." But look at the damage. Microsoft, Mr. oft usually known as one of the safest stocks in the market down

30% from all-time highs. PaloAlto Networks down 36%. Crowdstrike down 38%. Palunteer down 38%. Applovin down 50%.

Salesforce usually seen as one of the safest companies in the entire stock market down 52% from its all-time high.

It's been over cut in half. And to it, another one of usually the safest business models to invest in the market.

Down 57% from all-time highs. Service Now is down nearly 60% now. Oracle's down over 60%. Adobe used to be seen as

one of the safest business models in the world as of just two or three years ago. And now the stock has fallen 65% from

its all-time high. The damage out there is incredible. Meanwhile, Bitcoin and Ethereum continue to be incredibly weak.

Usually something you want to look at if you want to know if the market's going risk on or risk off. Look at the

weakness, ladies and gentlemen. Bitcoin 64,000 trying to hold. it might go 63 and and you know it bounced off that

60,000 level what is that a few weeks ago now at this point in time if we see it break and it goes into the 50s look

out below right Ethereum that baby might not bottom till it's under a thousand the Bitcoin cycle I brought this up

several times over the past few months here I think it's important right we got something that really trades off of

technicals in a major way Bitcoin doesn't have fundamentals the same way as stock does when it comes to earnings

and revenues and all those sorts of things right margins Bitcoin runs runs heavily on technicals and this baby is

not supposed to bottom until the fourth quarter of this year. That's a long time from now and the bottom is supposedly

supposed to be 30,000 or below somewhere between 20,000 and 30,000. Keep in mind Bitcoin cycle could always be wrong but

a lot of people say it's very accurate. So just keep this in mind ladies and gentlemen in regards to those assets

there. Look at someone like Hims. Hims has lost another nearly half of its value just in the past month. This stock

used to be 70 something dollar stock. It's 15 bucks here today. the brutality, right? Micro tragedy was 400 plus last

summer. It's down to $123. Robin Hood was around 150 back in the fall time. That baby's down to 71. It's

been over cut in half. Coinbase has been way over cut in half. That was 400 plus last summer. It's now $159.

SoFi hasn't been hit as far as some of these other stocks, but still SoFi is all the way down to 18 bucks a share now

at this point in time. Little Dingo, Duelingo. Oh, brutal, man. This stock was $500 plus dollars 9 months ago.

We're talking a baby. We're talking a baby. It's $16 here today from 500 plus 9 months ago.

Do the math on that. Oh, okay. Three core subjects I want to speak about here today in this one. Okay. One is when am

I going to plan on cutting these Tesla hedges loose? Okay. They're starting to appreciate. When am I going to cut them

loose and go ahead and move that money and where am I going to move that money into? Okay. Second subject up here,

PayPal. PayPal been a horrible stock, right? We all know that it's been dead money the last few years. There might be

a big quick money-making opportunity here. I'll speak about that, take you through what's going on there. And um if

certain things work out, it could be a lot of money made over the next 6 to9 months. But I'll run you through kind of

what's going on there and the risk involved because obviously none of these things are guaranteed. Okay. Third

subject we're going to get into here today is could this market downtrend all the way to Q4, right? which is would

basically be in line with where Bitcoin is supposed to go over the next uh we call six, seven months here now at this

point in time. Okay, so we'll get into all that in this video here today. One thing, one thing only I need from you

guys. If you haven't already done so, if you could please just smash that like button, hit that little thumbs up button

for me, that would mean the world. Thank you to everybody that's already done it. And additionally, make sure you

subscribe to the channel. If you're not subscribed, make sure you're subscribed. I think we're close to 920,000

subscribers now on the channel, which is insane. If you ever told me I'd have 920,000 subscribers, I'd be like, "What?

You got to be flipping my flapjacks. No way, Jose." But here we are, right? Okay, ladies and gentlemen, listen. I

just got to mention something about AMD. Here we are in a moment where the stock market's running these conclusions. AI

is going to take over everything, right? It's all going to make the sass irrelevant. It's going to make

everything irrelevant. everything everything's irrelevant just AI everything right it's going to eliminate

everybody's jobs and I don't know whatever okay so here we are at this moment where the market's running that

conclusion conclusion and AMD is under 200 make it make sense it doesn't make any sense and that's why I say the

market just runs these conclusions it's crazy because if you were really running that conclusion you know how many AMD

chips are going to be needed over the next few years you know how many Nvidia chips going to be like if AI's really

taken over the whole game oh my god Gosh, AMD should be a,000 right now. Nvidia should be a,000 right now, not

under 200. That's just silly. Okay. Crazy crazy. Okay, so Tesla hedges, when am I going to cut those loose? So, you

know, as far as the Tesla hedges in the public account, they've done decent, but they haven't done that great uh as of

yet. So, one of the hedges, it's up like about $5,000. The other hedge is up like 3,100. I don't know why in I think one

was cash, one was margin. So like split them or whatever, right? Keep in mind I do not invest on margin in the public

account. Uh there's a lot of risk that comes to that. Okay. I could margin up to uh three something million dollars if

I wanted to. Obviously, I have no interest in doing that. I don't want to have to deal with margin calls. The

market goes crazy. Blah blah blah, right? But anyways, so when am I going to cut these babies loose? Here's kind

of what I'm thinking. I'm planning on cutting half those loose and taking the profits if and when the Q's go down 7

plus% from all-time highs. We're not far from that. Right now, the Q's are down about 5 1.5% from all-time highs. So,

once we reach that, I'm ready to go there. Now, you might think I'm waiting on something specific to happen with

Tesla. Not really. This Tesla hedge is really around a market move down, right? Like Tesla's a great hedge against it

because it trades at such an insane valuation. So if the market goes risk off, usually Tesla gets hit a lot

heavier, right? So look at a day like today. A day like today, uh the NASDAQ's down what 1.2% or something like that or

the Q's are down that much, right? And and check out how much Tesla's down. So Tesla's down 3% today. And the Q's are

down I think I have the Q's somewhere here. There's the Q's. The Q's are down 1.2%. 2%. Tesla's down, you know, 3%. So

Tesla's down over a double up of what the Q's is down, right? So that's why I'm really betting against Tesla. It's

it sells off way harder in a market downtrend than the NASDAQ does and the SP500 does or something like that,

right? And so that's why it's really around a market move down hedge and not like oh it's just like me basing upon

you know Tesla's fundamentals or something like that cuz we know Tesla trades at crazy PE ratios and all sorts

of things right we don't need to go into that it's really around a market move and my opinion is I'll sell the rest uh

if and when we see the Q's go down 10% plus that will be the moment I'll say you know what I'm done with this no that

doesn't mean the market bottoms exactly there it could go down more I'm not worried about trying to get it at the

perfect time right now. There is a potential Tesla continues to downtrend regardless of the market over the next 6

to9 months. And the reason being is if they end up doing the SpaceX IPO, I think that's going to bring a lot of

capital out of Tesla stock and actually uh you know selling major selling pressure because people are going to

want to buy SpaceX cuz then that's going to be the new most exciting company in the world, right? Oh my gosh, we're

going outer space and doing all these things, right? And Starlink and all that stuff. So that's kind of what I'm up to

there. So, the bottom line is let let's say the Q's go down 5% for the rest of this week, which probably isn't

happening, but let's say that happens. You I'll probably cash all my Tesla this week when it comes to Tesla Hedge. And

then where am I going to move that money into? I'll show you exactly where I'm going to move that money into. I would

then have proceeds well over $100,000, right? I would move that money into SAS stocks. Talking Salesforce, CRM, I'm

talking Adobe. I'm talking Service Now. These stocks I've always felt like probably bottom at some point in Q1. And

that's why I've been trying to build out my positions rapidly. If you see what I'm buying and what I'm buying heavy so

far in Q1, what is it? It's SAS stocks because I truly believe these stocks likely bottom in Q1. I could be wrong

about that. Maybe they never bought them. Maybe their business model is just going to be completely eroded over the

next few years by AI and they're going to become completely irrelevant. I do not believe that's the case whatsoever.

I think the markets has has this wrong by a mile. I think absolutely there's certain business models that are going

to be you know irrelevant 3 years out 5 years out from now that you know AI will replace but I do not believe that's

Salesforce I do not believe that's Service Now I do not believe that it's Adobe and the more you're in the real

world the more you realize you can't just replace these companies doesn't work like that I mean somebody I work

very closely with Andre he gave me a great example just a few days ago over the weekend he was just trying to have

AI. I think he was using chat GBT latest model. He was just having trying to have it do like a simple illustration for him

on kind something he kind of wrote on paper and it wouldn't do it because he wrote CNBC on the graphic and since he

had wrote CNBC it basically thought this was something that was taken from CNBC which it wasn't. It was his complete

like original thing. He just put CNBC on it because it was relevant to you know kind of like you know listening to CNBC

and those sorts of things versus actually doing research and it couldn't even do it. So what did he have to do?

He had to go to Photoshop, Adobe product, and actually do it himself, right? And this is just like something

we find time and time again of like you want AI to do something and it just doesn't do it because of this problem or

that problem or it just doesn't do it to a high level and you're like, I needed to look better and like it ends up being

more of a pain to actually like, you know, you could finish in Photoshop in less than 5 minutes and do it the exact

way you want or you can mess around with the chatbot for 20 minutes and it still isn't the way you want it. and it screws

up again and again and again again. It's like come on, man. No, there's thoughts that like, well, eventually these things

are going to get so good that you won't need uh Adobe or something like that at all, right? And we'll see about that.

Like, but that it's not there. Like, it's just not there. So, could that happen? Sure, that could always happen,

but it's not there today, right? So, that's my opinion kind of on these sorts of stocks. And and the other reason is

usually when you're going through a stage in the market where a whole sector, a whole industry is just being

wrecked. And when I say wrecked, I'm really talking about the stock prices cuz the business models look great. They

look better than they've ever been. Just go through the numbers. Like almost all these companies have reported now, the

numbers are amazing. And there, if anything, they're guiding higher, right? Great guidance is is it's amazing. But

like the stock market is freaking out over all these stocks, right? So, what you need to have is stupid pricing on

stocks to really get them to bottom, right? Remember Meta bottoming under $100 a share? It was stupid. It was like

crazy, right? Remember Nvidia back in 2022? Remember Shopify went down to 22 $25? Remember how net low Netflix went

in that crash in 2022? Like, you just got to stupid pricing. And that's what needs to happen. And guess what? It has

now happened in regards to these SAS stocks. And that's why I think they're close to a bottom here. Salesforce is

now trading at a forward P under 14 with doubledigit revenue growth and strong double-digit EPS growth. We have Adobe

trading at a forward P of 10 with very strong earnings per share growth of double digits and we can call it revenue

growth of high single digits maybe low double digits. Right? Service Now is down to a forward P of 24 with a company

that's growing revenues and earnings per share at around a 20% clip. Right? This is getting to stupid pricing on

Salesforce, Adobe, Service Now, these sorts of stocks, right? It's just ridiculous. But that's where we're at.

That's where we're at, right? And so that's why I feel Q1 is likely the bottom for these particular stocks,

right? Now, it's important to understand what's going on here when you're trying to think about these SAS stocks and like

how do they play with these LLM models and all these sorts of things, right? I said LLM companies need SAS companies

and LLM companies will make a lot of money off SAS companies, right? And say as you hit the exact tension that's

defining the tech market in early 2026, what you're describing is often the LLM tax of the software world, right? The

the relationship is both symbiotic and parasitic. Uh as of February 2026, here's a reality of how this revenue

extraction is playing out between LLM providers, OpenAI, Anthropic, Google, and SAS giants like Salesforce, Service

Now, and Microsoft. LL why LLMs need SAS the distribution mo LLM companies have the brains but SAS companies have the

context and the workflow the data wall and LLM is only good if it sees the data right as it sees the data it has to see

the data so if Salesforce has all the data inside a company you know sales department

you need that like you you can't just go around that that's what's needed in reference to then start to use an LLM

model right Salesforce has 20 years of customer history. Service Now has every IT ticket your company ever filed.

Without that pri proprietary data, an LLM is just a smart person in a dark room. Very well put. Very well put. The

workflow habit. People don't want to go to chat GBT to do work. They want to stay in the app they already use. LLM

companies need SAS companies to be the delivery vehicle for their intelligence. how LLM companies make money off SAS,

the toll booth. This is where the money-making part of the point comes in. LLM providers have essentially turned

themselves into digital utilities like the electric company. The AIP every time a user asks an AI agent in SAS app to

summarize this meeting, draft this email, that SAS company pays a fraction of a cent in tokens to the LLM provider.

The margin squeeze. Take a company like Google customer service SAS. They might charge a client $1 for an automated or

that wasn't Google by the way. It was uh Gorgius, right? So Gorgias uh they might charge a client $1 for an automated AI

interaction, but they have to pay roughly 22 cents of that directly to the LLM provider for the compute scale. Open

AAI hit an estimated $20 billion in annual recurring revenue in late 2025. And a massive chunk of that isn't from

selling $20 a month subscriptions. It's from thousands of SAS companies plugged in to their API. How SAS companies are

planning to fight back. Usagebased pricing. SAS companies are stopping peruser fees and charging per task to

ensure they can pass the LLM cost on to the customer. Companies like Salesforce and Service Now are training their own

tiny LLMs to stop paying open AI for every task. Some SAS companies are now charging the LLM providers to access

their data for trading trying to turn the tax around. Very interesting, right? So LLM companies are the new landlords

of the internet. They're extracting a massive percentage of the value that SAS companies used to keep for themselves.

debatable because we have new tasks happening right in 2026. The question isn't whether LLMs will make money off

SAS. It's whether they'll be able to make any profit left or there will be any profit left for SAS companies once

the landlord takes his cut. And a spoiler alert, there's going to be plenty of profit. There's going to be

plenty of profit in the end, right? The big benny off. The big benny off. You know anything about Mark Beni off? Let

me tell you this, okay? The big benny off always finds his way to get his cut. Okay? You think the big big benny off is

just going to be like, "Oh, Mr. Altman, okay, you get all the money. I won't leave. I I won't." Come on, man. The big

Benny off, he's going to make a fortune off of this in the end. Are you kidding me? This whole AI wave. McDermott, all

these guys. Oh gosh. Oh man. They must be watching their stock prices go down and just laughing. Just laughing cuz

they know they got it on lock and like people just don't get it yet, right? But they'll get it. It happens all the time

in the stock market, right? Salesforce agent Force platform has experienced rapid adoption with annual recurring

revenue surpassing $540 million in Q3 of fiscal 2026, marking a 330% 330% year-over-year increase. Combined

with data cloud, these AIdriven tools reached nearly $1.4 billion in annual recurring revenue. The platform is

driving significant growth with over 9,500 paid deals. Agent Force is central to

Salesforce's goal of reaching over $60 billion of revenue in 2030. Listen, ladies and gentlemen, just two

and a half months ago, we heard from Salesforce. And by the way, we're going to hear from Salesforce again here in a

couple weeks. Okay? You know what happened with Salesforce? They raised their forecast. They didn't take their

forecast down. They raised their forecast as agent for sales topped $500 million. Okay. So,

we have a situation here where Beni off's going to make a fortune off of this in the end, but the market doesn't

get it yet, right? And a lot of other companies are going to make a fortune off of it. The market doesn't get it

yet. They don't understand exactly how this is all going to work. They think like the LM are going to take all the

money or something like that. No, no, no, no, no, no, no. The SAS company's going to make a fortune in the end in

regards to this game. Right? So, keep this in mind, right? I woke up today. You know, everything's pretty much the

same around here. The neighbors still shooting on next year's deer. Uh, listen, you know what I did? All the

same stuff I've been doing. You know, if I want to watch something, I go to YouTube. If I want to go to my private

group and be in the Discord chat, right? I go to Discord. If I want to go on X, I go on X. If I want to just pull up my

massive amounts of watch list, I go to Trading View, which should soon be done on thousandx, by the way. The hint hint.

uh when I did all my research in regards to companies and valuations and conference calls and all that stuff

today, I used guess what thousandx.com, right? Uh if I wanted to communicate with the individuals in my small

businesses, we go to Slack to talk about things, right? Loom is where I record videos, right? All the same softwares.

I'm not vibe coding YouTube. I'm not vibe code next. I'm not vibe coding Discord or Trading View or 1000X or

Slack or Zoom, right? All these softwares are used day in and day out and they're not just being replaced.

It's not happening, right? And AI is not new. It's been around for years now at this point in time, right? And so this

is like I have no I have no interest in vibe coding away Slack to try to save some money so we can have a service

that's way worse with a bunch of bugs. Just not interested. I'm not interested in vibe coding like some sort of Discord

replacement so I can have my private stock group members be in some vibecoded thing instead of Discord. No. Like this

is just ridiculous, man. Just ridiculous. You know, the things I do on ThousandX, it would take me forever to

do all this stuff through LLMs. Oh my gosh. And it wouldn't even be done right. It would be a mess versus just

use ThousandX and it's so simple and so easy to just do all my stuff. And so, you know, sometimes you got to ask

yourself in the real world like what are you actually doing, right? And so I use AI. I use Google Gemini every single day

pretty much, right? Like that's a natural workflow. But in terms of, oh yeah, it's going to replace everything

and we're just going to use all this stuff and like come on, man. Like it's just it's ridiculous, right? And so the

stock market has, you know, there's a long-term truth in regards to like I had it there was one of the most ridiculous

things I heard today. Okay, I had CNBC on in the background while I was working and you know what they said? This guy

goes on there. You know what he says? He compared these SAS companies, the greatest some of the greatest business

models we've ever seen. He compared them to newspapers, the newspaper

business models of like, you know, 2002 through 2009 and all the newspaper business model look fine. I'm like, what

are you talking about? You're comparing newspapers to some of the greatest CEOs and companies we've ever seen in history

with their insanely talented workforces. Like, this is ridiculous. But that's what we have going on right now. Like,

okay. Yeah, Salesforce is a newspaper. Service Now's a newspaper. Adobe's a newspaper. Like, it's just come on, man.

Like, we've gotten to we've gotten to the the the silliest stage. And what I said in this, what happens in the

silliest stage is you have valuations on these companies go to the silliest levels where you're just throwing out

anything and people are like, "Yeah, oh yeah, they're the newspaper. Yeah, I I captain."

So, you have the long-term truth versus short-term delusions in the market, right? And the market goes through these

time periods of very intense short-term anxiety. Huge short-term anxiety the market goes through sometimes for the

entire stock market. Sometimes for particular sectors, particular industries, right? And we have one of

those time periods going right on right now, right? And you as an individual investor, you've got to stay focused on

the long term, right? And you've got to be able to decipher, run numbers on companies, run projections, think about

these business models, run the SWAT analysis, think about the strengths, opportunities, weaknesses, and threats

of companies, right? And be able to run all that and kind of figure out in your brain, okay, is this makes sense or is

this being ridiculous? Am I getting this stock at a very attractive valuation or am I not, right? And then you have to

put your chips on the table and say, you know what, I think I got a pretty good hand here. I love I love learning about

how to play poker. I live in Vegas and so many years ago I was like I just want to learn how to play on a high level.

I'm still trash by the way. You could easily take my money if you're good at poker. So just so you're aware. But I

learned I actually like took courses and everything like that to try to learn like how to play poker by the way. You

need to spend like $10 10 hours a day down there playing cards constantly to actually get great at the game, right?

It's like so timeconuming. It's ridiculous. All for 800 bucks is insane. But anyways, I learned how to play the

game on a high level, right? In terms of how you think about the game, right? At the end of the day, dude,

you're holding a strong flush. You got to put the chips on the table, you know, and you got to you got to, you know,

say, "Okay, does this make sense? Had this guy play his hand? You know what? I got a strong flush here. Could I get

beat by something else?" I could, but does that make sense to get beat by something else? A straight flush or a

royal flush? Like, uh, probably not. You know what? I think I'm going to go ahead and I think I'm going to, you know, bet

this hand strongly, right? And sometimes you might be wrong and you know you might get beat out but and you had an

extremely strong hand and you played it right but somehow you still got beat in the end. And that's you got to be

willing to take that risk. It's the cost of doing business, right? And so for all my individuals out there that are

long-term thinkers, just focus on the long term. The short term will be what the short term is going to be. The

delusions, the market freaks out all the time. Whole market goes down, whole sector goes down, whole industry goes

down, right? And then months tick on, years tick on, and then people realize, you know what, maybe we

went a little too crazy there. That was maybe a little bit silly, right? If you're a long-term focused individual

and you've got $100,000 plus net worth, feel free to apply join private group. That will be the pinned comment down

there. Uh we have just, you know, we have 3,000 plus members in there. So many folks that have multi6 figures,

multi-se figures, and even eight figure investors in there, right? You get to be in there with myself. Exclusive weekly

videos, access to all my course curriculum so you can learn everything I got up here so you don't feel like

you're gambling the market. You feel much more confident when you go to make decisions. Access to thousandx.com,

all that good stuff. That will be the pinned comment down there is take you up to a higher level than where you're at.

Okay, next up here, PayPal. PayPal. Okay, big potential quick money-making opportunity here. Okay, so what's going

on here? Well, PayPal is today's top S&P 500 stock. Man, that might be the first time I ever heard that headline. Holy

smokes, is this ain't no dang jokers. PayPal's today's top like I got to say it one more time. PayPal is today's top

S&P 500 stock. Oh my gosh. Like this. You might never hear that again. Oh gosh. Okay, so what's going on here?

Well, PayPal stock was up significantly today because of takeover interest. At least one large at least one large rival

is interested in the whole company while others are interested in certain assets. Bloomberg reported citing people

familiar with the matter. Okay, so we have a potential here reports that PayPal is looking I don't want to say

PayPal's looking there's reports that PayPal is being approached to sell the whole company.

Okay. or potentially sell sell certain assets inside the company like maybe it's braintree maybe it's some other

asset they have they have a bunch of other assets they own right we know PayPal and Venmo are the core of the

company so I could see you know a lot of people being interested in PayPal you have extremely

you have one of the best business models in the world right not in terms of growth PayPal's growth is very little

but in terms of just an absolute money printer of a business as PayPal. You have two great services that are used by

hundreds of millions of people, right? Between PayPal and Venmo, you have the Brainree side of the business. You have

an extremely low P ratio here. The forward P on PayPal is like seven. And you got a very strong balance sheet, and

you got a great income statement. And you got a company that's just buying back shares left and right, right? And

it's just a money printer. And so, I can definitely see many people being interested in buying PayPal, the

company, right? So if this sale happens, what price am I thinking? My opinion is if the company sells the whole company

to somebody else, whoever that suitor is, right? I think it will sell between $75 and $100 a share. The stock today,

even after today's big move, is $44 a share. So if this happens this year, and we hear an announcement that PayPal's

going to sell to blah blah blah company, I think it happens somewhere in that price range. Right now, you might say,

"Well, why didn't they do it before?" Because before PayPal was like a $60ome dollar stock. So, to come in with a

price at $75 or $100, it's not that big of a premium that the shareholders would likely have gone to it. Now that

PayPal's gone to the 40s, now if you come in with a $75 bid, an $80 bid, an $85 bid, suddenly shareholders like,

"Shoot, that's like a double up from here. You know what? We'll go ahead and take that. We'll vote on that." Right?

No. At this particular price, I would put PayPal's forward P somewhere between probably about 11 and 16, which I think

is a very fair valuation considering PayPal's assets. So, what would happen to the public account here is my

position would then be worth somewhere between 225,000 and $300,000. Now, the moment a potential buyout happens, the

stock would blast higher. Like let's say company XYZ also announces and I don't mean literally company XYZ I just mean

some company because I think there is a company named XYZ now right but let's say a company says okay we're buying

PayPal $77 a share stock explodes higher the next day to $70 a share right I'm out I'm gone

I'm out baby that's what I would do with that okay I won't worry about the other $7 a share everybody else can worry

about that I don't want to have to worry about the government looking in and like or should we approve this or not or any

of that other BS like they they all get an announcement $85 a share we're selling the company and the stock goes

to 75 I'm out I'm good I'm good okay I'm moving that money elsewhere if that were to happen right and do I think it's a

realistic possibility I do think it's a very realistic possibility it also kind of makes sense I saw the CEO

compensation package if you dive deep into the CEO compensation package it also kind of makes sense that and it

seemed like he's a type of guy you would put there to try to do a deal like this. Like I just looked at it, I'm like,

seems like they would put a CEO like that in place if you were going to try to sell assets inside the company or

maybe the entire company, right? So it looks like based upon how I read through his compensation package. I honestly I

think he would be very incentivized to sell this company for around $80 a share or so. That's just based upon what I

read in the compensation package. It looks to me reading through this as somebody who's been in the market 17

years. It looks like he'd be highly incentivized to try to sell the company for $80 a share or so, right? Can't bank

on these things, maybe it doesn't happen, right? But I do also think it's very interesting. Did you see the

options move in regards to like you got to keep an eye on other things outside just a stock price move cuz stock price

moves up 5% today. But look what was going on in the options market, right? Because if you're thinking about a

buyout comes, buyout announcement would probably come in the next three to five months if it happens, right? And so, but

the buyout probably wouldn't go through until late 2026 or maybe even 2027. But I was looking at some of these call

option contracts that are kind of like a little later out, right? These are September 18th call options. 4250s,

which is right, you know, kind of where the stock is roughly trading at, you know, in in the, you know, kind of

between what it closed at on Friday versus where it's at today on Monday, right? And look at the pre, look at how

much they're willing to pay. They they bid that up almost 30% here today, right? And look at like 6250s, way out

of the money and 65s. Look at those strikes. Those are up 32% and 41% here today, right? People are only going to

do that if they're pretty confident there's a buy out coming here, right? And there's something going on there.

Now, also take a peek at these, right? By the way, who else is taking you inside option contracts here and showing

you this sort of uh stuff like this, right? Look at this. July 17, 2026's, right? Look at some of the moves today.

Remember, the stock moved 5%. Look at some of these moves here. The 45 strikes were up 35% today. The 4750s were up

36%. The $50 strikes were up 47% almost almost 50% today, right? That's a crazy big move. Look at the 5250s 33%

move. 55s are up about 30% here today. That's investors saying, "We think we think based upon the CEO's compensation

package, based upon the individual they picked to take over this role, based upon what the chatter we're hearing, and

based upon it makes sense for somebody to buy PayPal, they're they're feeling like a buyout's coming this year, right?

It's just a question of when it would be announced, right? So, very interesting, very very interesting to see what's uh

happening there in the options market and with the stock overall. So, would it be shocked if PayPal gets bought out

this year? Not at all. Um, it's just, you know, the thing is if it doesn't happen, it's not like a death blow to

the company. The company is an ATM machine. It's going to remain an ATM machine for years to go in the future.

And so, yeah, it has lame growth, but by the way, I'm wearing my red th00andx hat due to the red market, right? But man,

you know, obviously it's a money printer. Okay. Now, could this market downtrend all the way to Q4 of this

year? Well, it's possible, but we really need more black swans. We need more black swans that come out of nowhere and

like this big thing happens negative and this big thing happens negative, right? And so, I don't think it's the most

realistic, but it's possible. But you need more black swans. You need like this next big thing to happen. And it's

like, oh my gosh, whoa, we weren't expecting this. And then another big thing happens. They're like, whoa, we

weren't expecting this, right? In order to get this market to actually downtrend all the way to Q4. So, I don't think

it's super realistic. And here's why. Basically, I think SAS bottoms in the next 30 trading days. I think SAS is SAS

is a dominant subject in the market. And I feel like there's no confidence in the market until we get a bottom in SAS

stocks. Until we get a bottom in those SAS stocks, I feel like there just can't be any confidence out there. People are

just going to doubt every rally and they're going to believe every selloff. That's what's going to happen. Okay. So

my opinion is SAS bottoms in the next 30 trading days. The specific day I don't know. Okay, you know is it today? Is it

tomorrow? Is it next week? Is it next month? I don't know. But I think it happens in the next 30 trading days at

SAS bottoms. Okay. Now, additionally, here's the deal. We're already trading very attractive in regards to the

biggest stocks that really run the market. So, if you think about this market just plummets all the way to Q4,

it's tough. Here's why. Nvidia 26 FordP. Keep in mind, Nvidia is probably going to beat numbers throughout the whole

year. So that Ford P is probably like 22 or 21 right now. Okay, that's pretty darn low for Nvidia. So it's not like

Nvidia's trading at some crazy valuation. Apple has the best numbers we've seen probably since 2021 and

they're at a 34P right now. And they're seen as one of the few companies that's not disrupted by AI. So like it's not

like Apple's like a crazy price right now. Microsoft's forward P is down to like 21. Amazon's down to 25, which for

Amazon, if you know anything about Amazing, that's incredibly cheap. Google McDougall's at like a 27 and they're now

seen as like arguably the biggest AI winner and beneficiary and now they're seen as a chip business could be booming

over the coming years along with Gemini and what they're putting together as an AI product offering. So Google at 27 if

they're actually going to be the biggest you know one of the biggest beneficiaries of AI is like hm maybe

that's um a little too cheap uh for Google McDougall. Meta's at a 24p. Broad comes at a 32, which they obviously have

a rapidly growing business right now, and they're seen as one of the biggest beneficiaries of that. So, they're not

expensive at 32. Tesla's crazy. Obviously, Tesla's 201, but Tesla's Tesla, right? Like, you know, it just is

what it is. Uh Bergkshire Hathway is at 22. So, it's not like these valuations on these big tech stocks are like

expensive now because a lot of the stock price have come down where the earnings have gone up quite a bit. So, you can't

make an argument like you can't look at Microsoft be like, "Oh, 214p. Oh, that's insane. Like, have you seen Azure

growth? Azure growth is close to 40% if I recall last quarter, right? Like, come on. Like AWS growth is accelerating

right now. The e-commerce business looks incredibly strong. So, 25 for Amazon's cheap. Meta is at 20. Meta is going to

report likely revenue growth of 30 plus% in this next quarter. They're going to about to report. Did you hear what I

just said? I just said Meta is likely going to have revenue growth of over 30% when they report this next quarter with

a Ford P of 20. I know they're spending a fortune depreciation is going to hit. I've

talked about that a million times and that could be a hang up on Meta over the next few years and why Meta's harder to

move up as far as stock price unless people start valuing it in regards to, you know, operating cash flow. But

listen, it's hard to, you know, could Microsoft go to a 154P? I mean, it's possible. Could Amazon go to a 174P?

Like, I mean, it's possible, but it's just like really really we're going to do that. Like, that's kind of silly,

right? So, here's what could happen next in my opinion. Okay, market bottoms in the next 30 trading days, right? SAS see

sets the bottom, right? SAS sets the bottom. IGV starts to move up. this insane constant selling pressure it

seems like day in and day out of these stocks finally ends and you finally get people to say you know what I think

these stocks have bottom and they start bidding them up right so that sets the bottom market sets a bottom in the next

30 trading days right and then the market goes beast mode second quarter into third quarter let's say meta

earnings are far better than expected revenue growth explodes even more than we thought let's say AWS growth is way

stronger than we thought okay then people say okay we get it we understand why they're spending so much growth

rates are going insane for these companies. Boom. Right? Market starts getting really excited really quickly

and all of a sudden the sentiment shifts on these stocks in a second and you it happens quick guys. It's not like sent

like look at how fast sentiment went on these big tech stocks from so positive about like everything is to the moon to

so negative. Look at SAS stocks. I mean the sentiment around these stocks was so great a year ago and look at how fast it

shift and look at how negative it is now at this point in time. Right? So if you think it doesn't shift the other way, of

course it does. So market all sudden goes beast mode second quarter into third quarter late Q3 and into Q4,

right? We have a new drama show is around Bitcoin. It's around elections and everything going on there. It's

around oh these companies, yeah, big tech has better growth than expected, but what's their capex going to be for

2027? Maybe they're going to up it way more, right? Fears around that. So we could have a drama show that comes late

in the year, but it comes after you already had another major upward rally, right? So it ends up kind of just

netting out in the end, right? And so that's where you just got to focus on the long term here. Let the market do

what it does in the short term and freak out and you know everything's great and everything's bad and all this stuff it

does, right? You just got to stay focused on the long term. You know, buy great companies, continue to add them

more income than expenses. Focus on what you can focus on. Control what you can control. You know, if Salesforce stock

bottoms tomorrow, next week or next month, you can't control that, right? But if you think that's a great

opportunity to invest into over the next, you know, 6 to9 months, then you can take advantage of that, right? Um,

and if you feel like, no, it's not an opportunity, it's a value trap or whatever, then you don't have to invest

into it. You can find other opportunities. There's thousands of stocks in the market, right? That's the

beautiful thing about this. Okay, I appreciate you for joining me as always. Thank you so much for being here. If

you're looking to apply, join my private stock group, private wealth group, get access to thousandx.com, my private

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always welcome to apply if you have under $100,000 net worth. Okay? Much love and have a great