I’m going ALL IN these New Stock‼️ (LAST CHANCE) #stocks

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I’m going ALL IN these New Stock‼️ (LAST CHANCE) #stocks #USA#financetips

Transcript

00:00What's going on guys? Let's not waste any time. I got Google on the screen right now and this is

00:04the first stock in my list of stocks that I am literally all in right now. I believe these are

00:10smarter investments. I'm going to be listing the reasons why I think these stocks are going to be

00:15up. The third stock on this list recently had a pretty big dip and it is one of the best buying

00:19opportunities. But let's start off with the first one, Google. So Alphabet, Google, their search

00:25dominance, their data moat, their AI integration could actually take the stock to the next level

00:30beyond $4 trillion. Now they're currently sitting at $3.39 trillion. So that's about $600 billion

00:38in market cap that I believe this stock could fill in terms of a gap. In the last one month,

00:44the stock is up over 15%, which is a very good and mighty rise for a big mag seven stock. But I still

00:51think this stock is undervalued. Now the first reason is because they have an amazing distribution

00:56moat. Google Chrome is about 70% of all web browsing. Android, it powers about 75% of global

01:02smartphones. And Google still has a really good Apple deal. They remain the default on Safari covering

01:08nearly all remaining users. So what they have is basically a behavioral lock-in. Billions stay within

01:15Google's ecosystem simply because of habit. And that's why I think the stock is easily going to be

01:20$330 per share in probably the next six months, which makes it a really good retirement play for

01:27those that don't want a lot of volatility and want upside growth. Now check it out. Google has actually

01:31gone past the top of the Bollinger Band and we have had a huge expansion. That's a lot to do with

01:37the earnings that they recently had that have come in very positively. You can see the moving average is

01:41basically a straight trajectory line upwards and Google stock is continuing to rise, which is going to

01:47continue to bring the moving average higher. A big reason for this is really their AI integration

01:52into search. Whenever you search something right now, they have AI. For example, I just typed in

01:57calories in Salmon. So they have an AI overview and now they'll show you like calorie content of

02:03Salmon varies depending on the type, preparation method, and serving size. And there you go. You get

02:06a quick answer similar to ChatGPT or other LLMs. Statistically, the valuation is very good for Google

02:12with a trailing PE ratio of just 26 and a forward PE ratio of 23. Because of AI integration,

02:19now I think the threat of competition is not going to be a big deal for Google. AI overviews is actually

02:252 billion plus users monthly. AI mode, which is a seamless switch between classic and conversational

02:31search, is also becoming very powerful. So this leads to higher engagement and higher ad revenue

02:36growth, and it's not cannibalizing any of Google's profits. Their ecosystem and cross-selling

02:41power is also really strong between Google Cloud, ads and devices, as well as YouTube. YouTube is the

02:46second largest search engine and has massive ad reach. Google, of course, has a huge data advantage

02:51because billions of daily queries come into Google and they have the best real world data to train AI

02:57models. So I'm looking at this company as a very good and strong long-term investment. The next stock

03:02that I want to talk about is going to be Meta. Meta had some pretty bad performance and it ended up

03:07crashing, completely taking an elevator down, completely plummeting. It's as if the elevator

03:13lost control and just went from the floor 15 down to floor zero in like a matter of seconds. And this

03:20has been pretty painful for a lot of Meta investors. The stock went from $750 to $650. It lost a whole

03:25hundred dollars. Mr. Mark Zuckerberg is also feeling the pain, to be honest with you. But a lot of this is

03:31due to a one-time tax charge of about $16 billion. And yes, when I looked at the analysis of the call

03:38that they had in the data, well, costs grew faster than revenue in this specific quarter. For example,

03:46cloud, data center, AI infrastructure costs did go up, which made the margin picture look less

03:52appealing. And that did readjust Wall Street's expectations for future margin expansion. However,

03:58now that the tough news has kind of come out, a lot of investors have probably noticed a lot of

04:04investors that have sold out of this company have done so by mistake, in my opinion. I'm not a financial

04:11advisor or a tax advisor. I'm just a guy on the internet. But in my opinion and my research, I truly

04:17believe that now is a fantastic entry point into Meta. It's actually a massive discount. It's trading for

04:25way less in terms of price to earnings than the other MAG7 stocks. The market cap is sitting at 1.6 trillion

04:33and the PE ratio is 28. However, the growth is still very real. And just because they had less margins

04:40doesn't really mean that the future looks worse for Meta. Most investors still see Meta as a social media

04:46company, Facebook, Instagram, WhatsApp. But that version of Meta has died in 2021. What's emerging now

04:55is an AI infrastructure powerhouse disguised as a social media network. The real comeback right now

05:02is absolutely crazy. So many people were counting Meta out, but is the comeback king of AI infrastructure.

05:08Mark Zuckerberg's pivot may go down as one of the greatest corporate turnarounds of the decade. I truly

05:14believe MBAs and all these masters in business and finance are going to be studying exactly how Meta

05:22made a huge turnaround in investment. In fact, Mark Zuckerberg has openly said that he's willing

05:27to risk miss spending a couple of hundred billions of dollars to stay ahead in the AI arms race because

05:35the real risk in his words is higher on the other side of not investing. That kind of conviction

05:41separates generational founders from professional managers. While Apple plays it safe and Google is

05:46optimizing and I love Google, Meta is actually taking risk. And that's why I think in the next

05:51five years, this stock is going to be completely good. Like if it doubles and it goes up another

05:56hundred percent in five years, that's cool. That will still beat the S&P 500. My main goal

06:02is to create income using options and to grow my wealth steadily. Meta provides that opportunity. Before

06:09we move on to SoFi, which also has a great ecosystem, I want to mention Meta's ecosystem. Meta

06:15strength isn't just in building data centers. It's in using AI to reinvest into core platforms,

06:21Instagram plus reels. That is a personalized AI feed and has basically made so many addicted users

06:29and is driving record engagement. Unfortunately, social media, super addictive and Instagram and

06:34reels is very, very strong. Facebook has aging demographics, which has stabilized by AI driven

06:40recommendations, but the aging demographics have a lot of money to spend and Facebook can feed lots of

06:45high value ads to the aging demographics. WhatsApp business, the monetization ramp with integrated AI

06:51assistance and ad targeting is looking pretty good as well. And then Llama 3 and beyond. So that is also

06:57a category where Meta has a nice ecosystem going on. They still generated over $20 billion in free cash

07:02flow per quarter. So this is an absolute winning play, in my opinion, to be invested in. The next stock is

07:09going to be SoFi. Now SoFi is a stock that I have loved for a very long time. I've been in this

07:15company since the market cap was literally at around $10 billion and even less than that. The company has

07:21had a 12% return in the past one month and they have the best ecosystem ever. They get you in and once

07:26you're in, man, they got you in like on handcuffs. Okay, you're in handcuffs and then you're begging for

07:32some water at the police station and they lock you up and then that's it. Like you're there, you're

07:37you're there for life, right? That's that's SoFi. SoFi is, in my opinion, a company that has figured

07:43out the game of acquiring customers and then keeping those customers, retaining them and squeezing out

07:49all the juice, all the juice that they can. So if it's squeezing a lemon, it is squeezing that lemon

07:55like to the 100%. Literally, there's not a drop left. And you can see based on the chart, it has

08:00been on a very, I mean, very strong momentum drive. This company is on a huge momentum ride.

08:08And I believe that this is honestly still the beginning for this company. I can see this being

08:14a hundred billion dollar company. And I don't really think that's an if it's really just a when,

08:20when will they continue to monetize, drive revenue, make more cash that goes into their balance sheet,

08:26and then the company is going to be worth that amount. You can see here on my screen,

08:30I have a position on SoFi, I have about $91,000. It makes up just under 2% of my portfolio here. But

08:38I do invest a little bit more into SoFi on this side as well in my retirement account. And I believe

08:43that this is a good investment to have for the long term. And I always like long term investments.

08:49I'm never looking to do short term swings. I'm not looking for fancy stuff. I'm looking to

08:54generate income and build wealth into retirement. So I am up 35% on SoFi. And I think that this

09:02stock is going to be about a $50 stock in the near not too far future, potentially in 2026.

09:08All right, let's move over into Palantir. Palantir is a stock that I bought at IPO. Literally,

09:13when they IPO, I told my community, I said, guys, I am buying Palantir.

09:18The next stock that I want to cover is going to be Palantir. They are going to be reporting earnings

09:23on November 3rd, which is going to be essentially today as this video gets released. And I am very

09:30excited because at 5pm Eastern, we are going to get some results for Palantir. Over the past one

09:36month, the stock is up about 10%. And I will say that this stock is not a cheap stock. I will repeat

09:42that. This is not a cheap stock based on statistics alone. This is a very pricey stock. However, it is

09:49pricey for a good reason. And let me explain to you PE ratio, although very important, is not very

09:55accurate, especially when it comes to a stock that has recently become profitable. The reason is because

10:01earnings can increase very quickly. So for example, if a company reports a million dollars in earnings,

10:10and they're early on in their monetization, well, that's a million dollars. But next year,

10:15if they cut expenses, if they grow revenue, those earnings can go from 1 million to 10 million. That

10:20is not unheard of. That is very much possible. And that's what every single hyperscaler has actually

10:26done. That has happened to Amazon, that has happened to Tesla. If you recall, if you've been investing

10:31for a while, Tesla actually had a PE ratio in the thousands. So Palantir has a very high PE ratio,

10:38which means that yes, it's not cheap based on the ratio, but you can already see that a four PE ratio,

10:44it's going to drop down to 200. So I'm pretty bullish on Palantir, although I would not hold

10:48a lot of shares of Palantir right now, I already have a position in it. In fact, let me show you my

10:53position on Palantir real quick, and what I am holding. So I am holding about $500,000 worth of

10:59Palantir. And that is my basically the gain that I have on my shares. Now, I've been selling covered

11:05calls on Palantir. And that is a strategy that I do use for generating income. And oftentimes,

11:10I do have to roll because as Palantir increases so freaking fast, oftentimes, you have to roll

11:15higher and higher and higher. And that's completely okay, because my return on Palantir has exceeded,

11:19far exceeded the S&P 500. Now last stock that I want to talk about is going to be Chipotle. Chipotle

11:24has been disappointing. Okay, I like restaurant stocks as a long term play. And overall, I have about 1%

11:31of my money in restaurant stocks. So that is something like sweet greens, a Cava and a Chipotle.

11:36And I have recently just decided to only hold Chipotle. Now Chipotle has been very disappointing,

11:41to say the least Chipotle has been in a very tough spot. And the revenue that they have is about $3.1

11:47billion, which was slightly below analysts expectations. And it's only up about 4.5% year

11:52over year. Let me explain to you why I still think Chipotle is a good investment, and it deserves

11:57some money. For me, it's about 1%. Not a huge position. But what I think is interesting is it's

12:02a good diversification bet. I do think that Chipotle is going to have a massive, is going to have a

12:08massive untapped runway when it comes to the amount of stores that they're going to open up. Let me tell

12:13you, Chipotle currently has about 3,800 stores. Management's goal is 7,000 stores globally. Okay,

12:22they are taking out the expansion play. They're going for international expansion,

12:27which is Canada, Europe, Kuwait, and soon it's going to be South Korea and Mexico. Now Mexico,

12:33man, I don't know. They're either crazy or they're geniuses because obviously it's Mexican food. And if

12:40it can crack Mexico, oh man, oh man, I'm telling you, they're going to make so much dough. It's going to

12:49look like a pizza company, if that makes sense. Okay. Maybe that joke wasn't too good, but they're

12:54going to make a lot of dough. They are going to print money. And the chances of that, who knows?

12:59It's hard to predict. Maybe it's a 30% chance, but if that happens, the stock is going to basically go

13:05to the moon, but it doesn't have to crack Mexico code to do very well because as they expand,

13:09their revenue is going to go up. And even if their profits don't go up that much, even if their same

13:13store sales don't increase at all, then the company is just going to be worth more because there's just

13:18way more locations. After the E. coli crisis, many, many years ago, I was still in college,

13:24Chipotle rebuilt itself with tighter operations, cleaner sourcing and better training, which has

13:29been very important in terms of scaling and basically creating a duplicatable process for

13:34just opening up another store and another store, very similar to what McDonald's does. And I'm just

13:39betting that Chipotle will basically become very similar to McDonald's and just be a globally

13:44recognized brand. That's very possible. Chipotle Mexican food is very simple, has an easy supply

13:49chain. And I think that they can scale to 7000 stores as they are planning to. The new CEO,

13:55Scott Boatwright, is doubling down on consistency and automation. So that means robotic prep,

14:00AI driven scheduling. And those things are going to increase margins, increase efficiency. And over five

14:07years, these efficiency improvements will reduce food and labor costs, and it's going to rebuild the

14:12margin leverage. So when they have a lot of stores, just they're going to pump out a lot of cash flow.

14:17So if Chipotle turns into the next McDonald's, which basically it's going to happen, and then

14:21McDonald's is going to be even bigger, right in the future, as everything kind of continues to grow

14:26and compound, well, Chipotle is going to basically be the next McDonald's in terms of store amount

14:31at some point, eventually, and they're going to be risking basically trading fresh food ideals for

14:37mass production efficiency. And honestly, that's going to make them a lot of money,

14:41but it's going to be losing the soul that made it special. And that's kind of sad.

14:44I don't like huge corporate corporations that just systematize, but it makes money.

14:49What started as a mission for quality could very much develop into just corporate greed

14:54and a huge massive company, which is a good thing for investors. I am not. Yes,

14:58I'm saying it kind of in a negative way. I wanted to make this content a little bit interesting today

15:01by saying something unique and different. But when you systematize something from a business

15:05perspective, it works. From a special perspective, kind of sucks because Chipotle, when it had less

15:11stores, was more special. But when it's massive, when it's everywhere, they're going to make more

15:15money. So from the money angle, yes, I think they're going to be doing very well. And they're

15:20going to do well because they're just going to copy McDonald's. They're going to copy McDonald's.

15:23Maybe their ingredients are going to go down even more. They're going to cut costs. And that's

15:27pretty much the playbook of every single massive restaurant chain. So from an investment standpoint,

15:33I think it's a smart one. If you appreciate my analysis and looking into companies, I do a lot

15:37more of this on my Monday and Wednesday coaching calls. I look at exact investments that I am making

15:42entry points, exit points, Bollinger Band and technical analysis, as well as fundamental analysis.

15:47This is a lot what I do in my coaching program. And if you want to grow your wealth and you want to

15:51become someone that understands option trading, then go ahead and click the first link in the description

15:56for more details on my coaching program. I'm going to be scaling portfolios and showing you how to build

16:01a portfolio step by step. You don't have to have a massive portfolio. I show anyone how to build that

16:06foundation of knowledge and become consistent with option trading. Hope that you enjoyed my list of

16:10stocks and I'll catch you in the next one.

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