I might SELL this Stock‼️ – Transcript

00:00Say it with me. AMD. [clears throat] Look at AMD here. Here here today. Uh $46,000 up on AMD in the public account now. $1.127 million on this position. Uh continues to be a beast. But you know, that might be one that is seen by everybody, but there's a hidden little beast that's emerging here. And it's little service now. Wow. Look at now $65,000 in gains now on this stock. It's been a

00:26real sneaky one. Just another $4,400 up again here today. Look at RH. Just a couple weeks ago, people were like, "What? RH? Why is Jeremy starting to buy RH stock?" Look at this oneweek chart of RH. 18.5% the stock has climbed just in the past week. People are now like, hm, let Jeremy Cook, maybe he's on to something here. Meta, we got a big after hours development. This is a huge position for me. Up nearly $600,000.

00:55This doesn't account for all the profits I've taken in Meta over the past year as well. Big after hours development there. The flicks. Look at this baby. Down double digit. That's a DD. Okay. Down double digits on this one. Where do we go from here with the flicks? Okay. All right, guys. So, four core subjects we're going to get into in this video here today. Okay. One, uh, Service Now and Salesforce. I haven't talked about these stocks too much. Now, sitting on huge profits on them. What are my plans with these stocks? Do I want to start

01:22selling these stocks? um do I want to continue to hold them? Do I want to buy more shares? Talk about that in this video. Okay. Number two, the flicks. What am I going to do with that stock? Is this a golden buying opportunity that people will look back at a year from now, two years from now, three years from now and be like, "Oh my gosh, remember when we were getting the flicks at this price?" We'll speak about that in this video. Okay. Three, AMD. We'll talk about what's going on there, where that stock's headed from here. And number four, we're gonna talk. And by the way, I got a pretty shocking

01:49prediction for you in this video here today regarding AMD. And uh number four, we're going to talk some meta in this video here today and some big developments in regards to that one. One thing, one thing I'll need I need from you guys before we get rolling here, just do like the sign in my garage says, smash that like button and that's all I need from you. Okay? Make sure you're subscribed to the channel as well. But the main thing I need you to do is just hit that like button for me. Less than 10% of people do it. If you're part of the 10 less than 10% that do it, I

02:16appreciate you for doing it. Should be 100%. Come on, man. How can we not even hit 10%, man? Uh, anyways, I got a big deal coming for you guys on Halloween. That's for thousandx.com. That is the entire software suite I use to make my investment decisions on a daily basis.

02:34So, pinned comment down there today. Click at that, put in your info, and we'll send over the deal as soon as it drops on Halloween. We'll have all types of different options for you, whether you want to try it out on a monthly basis or whether you want to join on a se six-month basis or whether you want the best deal, which is a three-year pass. We'll have all those deals um on Halloween for you. So, once again, if you want access to that pinned comment, enter in your info and we'll send it over when that deal drops. And we will send you your Steel membership card for

03:00X. We'll send that to your house as well once you join us in there. Okay. All righty, guys. Let's get rolling here. Let's talk some stocks. Let's talk Salesforce. Let's talk service. Now, right off the bat, listen, Salesforce is now a stock that is up $48,000 for us in the public account.

03:16It's done very, very well so far. And then when it comes to Service Now, $65,000 in gains. So, we have now cleared well over six figures in profits just in the public account alone between these two stocks. So, they have been very successful investments here early on. And keep in mind, these are 2026 buys, right? Like when I was loading up on all these shares of these two particular stocks, it was like, you know, that first, let's call it that first half of 2026. So, it's not like

03:45this is a position we've had for years and years. And so, we've already made a lot of money very quickly in regards to these two specific stocks with the bigger number being Service Now, but additionally, the much bigger percentage is Service Now. Service Now is at a 53 1.5% gain, whereas Salesforce is at about a 23% gain. So Salesforce has definitely lagged percentage-wise um service now in quite a major way. Right

04:10now when we look at uh Salesforce here specifically the thing I really like about Salesforce is they don't have big expectations. Uh analysts are very modest with their expectations here. 12% revenue growth expected for this quarter they're about to report then 10% for the following quarter then less than 10% the following quarters after that. So Salesforce really has a very low bar that they got to exceed essentially. And

04:37so if Salesforce can accelerate growth to let's say 12% 13% in future quarters, it'd be seen as a huge win for the company overall given that the expectations expectations are very low here. right now. The other very interesting thing for Salesforce is they haven't even really begun to see the major revenue dollars in regards to their AI platform building out. And so that's

05:04still a game to play out here. And so that business has been growing rapidly, but keep in mind it's a very small dollar amount when you get into a new business like that. and it takes you know a few years to really start to generate meaningful dollar amount for the future right so Salesforce has a really nice setup here service now is more complicated service now if we look at this quarter they're about to report 20% revenue growth expected the

05:30following quarter 22% following quarter just under 20% and then to 18% so service now very high growth but man that one's that one's a little dangerous in the respect of If the growth rates came a little under, then we could have some some trouble there. Right now, if they could accelerate growth to let's say a 25% or higher number, then Service Now is going to remain one of the hotter probably the hottest stock in all of

05:57SAS, just to be quite frank. Um, which is what it used to be. And um, but but you know, it's it's a little more I I call it uh it's a little more risky. I would definitely view service now. Okay.

06:11No, Salesforce. The other thing I really like about Salesforce is we're looking at a forward P here of 18. Looking at a two-year forward P of 14 on Salesforce. So, low expectations for revenue, right? Great profitable business model. Benny off leading this company and very modest forward P and two-year forward P. Okay, so I love the setup of sales Salesforce specifically. service. Now, on the other

06:38hand, look at this forward P of this one's in the 50s right now. Two-year forward P drops down to 25, but still like, you know, a forward of 50 plus, that's definitely, you know, you got to come through with those big massive growth rates to kind of justify that sort of forward PE on your stock, right?

06:56Trilling 12 month PE is nearly 100 on this one. So, Service Now definitely is just that type of stock that it's it's more of a growth name and it comes with more risk, right? Now, when it comes to Salesforce, am I tempted to sell any of my shares? It's over a4 million position in the public account, $257,000.

07:16The answer is no. Not even tempted to sell any shares of Salesforce, just to be quite frank. That one I feel very comfortable in. That one I want to continue to hold shares. And um yeah, there's just no there's no reason for me to jump out of that. If I think Salesforce is a double- digit grower per year for years to go in the future with Beni off leading this company and I'm at a forward P well under 20 just why why do I need to sell any shares of

07:43Salesforce? No, thank you very much. Service Now, am I tempted to sell this stock? Well, the truth is yes, I am tempted to start cashing Service Now shares, right? We've gotten a we've pulled forward a lot of gains on the stock and we might get some more gains tomorrow on this one. Right? So, as of tomorrow, who knows? We could be sitting at 55% gains on this one. When I first bought into Service Now in Salesforce, I really viewed these stocks as having a

08:102x to 3x opportunity over the next 3 to 5 years, right? Well, if I were to get 55% of those gains already in a stock like Service Now, that's just it's pulled forward a lot of the gains, right? And so this is one I look at and I'm like, I could use this as an ATM machine and pull money out of there and then still get the upside that I think is going to happen in SAS over the next several years. And I do believe if I

08:36look at 2027 through 2029, let's call it the remainder of this 2020s, right? I do believe Salesforce will outperform Service Now over the next several years. Um, for this year, no, but over the next several years, yes, essentially, right?

08:51So, I'm very tempted to start cashing Service Now shares. Uh, it's just made us a lot of money very quickly here and um we'll see what happens. The good news is it's such a good company, it's not like I have to run out of it tomorrow or something like that, right? But I am very tempted to start using this as an ATM machine. And there's just there's other stocks out there that have my attention that I look at now and I'm like they have more upside potential

09:18than Service Now with less downside risk for the next 3 to 5 years. So that's kind of where I'm at with the Service Now and the Salesforce. Okay, next up here, let's talk about the flicks. What's my plan there? Then we'll get into AMD and Meta. Okay, so look at that craziness. Look at that. That's a five-year chart of the flicks. So in the past 5 years, this dog went from 70

09:43bucks to 20 bucks. Then it went from 20 bucks to 130 bucks. Then it went from 130 bucks to where it is today at $65. Right? That you got to understand when you're dealing with this particular stock, it's crazy. It has these moments where people doubt the company and they sell it off and they sell it off and every time you think it can't go lower, it goes lower,

10:09right? And it's just one of those sorts of stocks and then it has these rallies where it seems like every single Wall Streeter out there wants to be in the flicks. It's unbelievable. And and it moves around constantly with this stock over the years. And it would be like it'll go through the year year or two spans where it's just brutal to the downside and it go through another year or two span where it's just like to the moon, right? The most vicious one I ever

10:36remember, this was way back in 2012. Check this out. Oh my gosh. Stock went from over $4 a share to 80. This is on a split adjusted basis now, so do keep that in mind. But from over four bucks to 80.

10:50Brutal in regards to that one. And so what was going on way back then, 2011, 2012 for that particular one. This was the first time the Flick really got on my radar to consider it as an investment. I didn't invest in it. Oh, I so wish I invested into it. I should have went heavy, but I had a little trouble understanding the business model back then. But what was going on back then was they had a price hike and quick quickster blunder. In mid 2011, Netflix

11:16raised prices by up to 60% for customers who wanted both DVDs and streaming. then announced a plan to split the DVD mail business into a separate site called Quickster. The move infuriated users, causing hundreds of thousands of cancellations and a massive loss of trust. Subscriber and growth slowdown.

11:35In April 2012, the stock plummeted further as investors grew worried that domestic subscriber growth was hitting a wall. I think about how funny that is now. And that's why sometimes I like to look back at these old time periods when a stock fell a lot cuz you just get to see some funny stuff, man. Like imagine in 2012 worrying that Netflix domestic subscribers had hit a wall, right?