Behind the video
These 2 STOCKS will Boost Now‼️
Overall Thesis
The host sees substantial upside in Honest and e.l.f. Beauty, considers Wynn attractive below $120, and defends Shopify's premium valuation. He prefers holding Cheesecake Factory over buying Dutch Bros at its higher valuation and emphasizes judging investments by their long-term business trajectory.
Narratives
The host calls Shopify an underrated investment whose premium valuation is justified by rapid revenue and profit growth. He presents it as a continuing buy outside the unusual pandemic valuation peak.
Key Arguments
- Revenue rose 34%, operating income 68%, and net income 66%.
- Strong recurring growth justifies a valuation premium.
- The host argues that Shopify has delivered exceptional returns despite appearing expensive throughout most of its public history.
Risks acknowledged
- Forward earnings multiples are high.
- Gross profit growth of 31% lagged revenue growth.
- The stock suffered an over-80% decline following the pandemic valuation peak.
Predictions (1)
WYNNWynn ResortsThe host raises his standing buy threshold for Wynn to $120 as its Middle East resort approaches opening. He sees a conditional $250–$300 upside scenario if that property performs exceptionally well.
Key Arguments
- Revenue increased 7% and operating income 13%.
- Las Vegas properties generated more adjusted property EBITDA than Wynn Palace.
- The Middle East resort offers a rare luxury gaming opportunity in a wealthy region.
Risks acknowledged
- Net income growth was flattered by one-off items.
- Gaming win percentages can distort quarterly performance.
- Wynn owns only 40% of the new resort.
- The resort must open and demonstrate customer demand before the upside scenario can be assessed.
ELFe.l.f. BeautyThe host expects e.l.f. to finish 2026 between $100 and $140 and ultimately trade above $200. He endorses holding through short-term volatility, adding after a large decline, and sees a tentative positive next-session reaction.
Key Arguments
- Management raised fiscal 2027 sales, EBITDA, net income, and EPS guidance.
- Quarterly sales grew 36%, operating income 110%, and net income 100%.
- International sales remain a relatively small share of the business, leaving expansion potential.
- Existing brands, innovation, pricing, and margin expansion provide multiple growth levers.
- The host expects the company to generate substantial cash without needing further acquisitions.
Risks acknowledged
- Tariff effects helped quarterly costs.
- SG&A increased substantially.
- Contingent consideration created a $16 million expense.
- The next trading day's reaction is uncertain.
Predictions (6)
The host praises Dutch Bros' growth and expansion opportunity but considers its valuation less attractive than Cheesecake Factory's. His relative preference does not establish a forecast that Dutch Bros shares will decline.
Key Arguments
- Revenue grew 32%, net income 35%, and diluted EPS 40%.
- Acquiring and converting Salad and Go sites could accelerate expansion.
- The brand resonates with younger customers and generates strong volumes.
Risks acknowledged
- Costs grew slightly faster than revenue.
- Forward earnings multiples remain high even after the after-hours decline.
- Cheesecake Factory offers multiple expanding concepts at a lower valuation.
CELHCelsius HoldingsThe host identifies Celsius alongside e.l.f. as one of the stocks he is most excited about over the next few years. The brief mention provides investment enthusiasm but no clear price, return, or trading recommendation.
Key Arguments
- Names Celsius among his most exciting stocks for the coming years.
- Plans to review its upcoming earnings.
HNSTThe Honest CompanyThe host reiterates a year-end target above $5 and tentatively considers raising it above $10 after improved guidance and profitability. He calls Honest an exceptional current buy and sees the possibility of a sharp next-session rally.
Key Arguments
- Management raised revenue, margin, and adjusted EBITDA guidance.
- Operating income grew 231%, net income 176%, and diluted EPS 200%.
- Nearly $106 million of cash and no debt support a market capitalization slightly above $400 million.
- Profitability remained strong even excluding tariff refunds.
Risks acknowledged
- Revenue declined 11% as the company exited unattractive businesses.
- Tariff refunds helped reported results.
- Restructuring costs remain.
- The host acknowledges uncertainty about the next trading day's reaction.
Predictions (4)
CAKEThe Cheesecake FactoryThe host explicitly endorses continuing to hold Cheesecake Factory and considers its valuation too low for its long-term growth prospects. He prefers its combination of established cash generation and multiple expansion concepts to Dutch Bros.
Key Arguments
- Forward P/E is in the low 20s.
- The Cheesecake Factory concept generates cash.
- Flower Child and North Italia offer additional national expansion opportunities.
Risks acknowledged
- Dutch Bros is also a good company; the preference reflects relative opportunity and limited investment capital.
Predictions (1)
Hedges & Caveats
- Shopify remains expensive, and gross profit grew more slowly than revenue.
- Wynn's reported net income benefited from one-off items and favorable Las Vegas gaming results.
- Wynn owns only 40% of its upcoming Middle East property; the $250–$300 stock scenario depends on its eventual success.
- Honest's results benefited from tariff refunds, although the host says profitability remained strong excluding them.
- Honest's next-day reaction is uncertain, and the possible $10-plus year-end target is tentative.
- e.l.f.'s costs benefited from the tariff situation, and its next-day stock reaction remains uncertain.
- Dutch Bros is a strong business but still expensive relative to competing investment opportunities.
- The host acknowledges that some of his long-term investment judgments are wrong.