These 2 Stocks are Next to Soar‼️
Overall Thesis
Portfolio has reached new all-time highs despite a sideways 'kangaroo market' since May, demonstrating that significant gains can be made through selective stock picking even when broad indices stagnate.
Narratives
The host holds Estee Lauder despite it being far below its former $370 high, believing it could recover into the $200-$300 range over the next few years. He has no intention to sell under $100.
Key Arguments
- Stock previously traded near $370
- Sees potential recovery to $200-$300 range over multiple years
- No intention to sell under $100
Predictions (1)
Duplicate reference merged into main ServiceNow narrative above.
The host calls Palantir a core long-term AI holding, up over 2,000% in his portfolio, and says there's essentially no price that would make him sell his remaining shares.
Key Arguments
- Synonymous with the AI theme in his view
- Massive existing gains (up 2,262%)
- Treated as a permanent long-term hold
The host considers Netflix a relatively new but strong buy with long upside ahead, and says he would only consider selling if shares reached around $200.
Key Arguments
- Long upside ahead
- Relatively newer buy for the portfolio
- Would consider selling only near $200
The host expects e.l.f. Beauty to finish the year between $100 and $140, and sees a long-term opportunity for the stock to become a several-hundred-dollar name as margins and profitability improve.
Key Arguments
- Improving margins and profitability over next 5-10 years
- Growing brand strength
- Strong short-term price target range for year-end
Predictions (1)
Despite the position performing very poorly, the host says he has lost zero conviction in Nike and has no intention to sell.
Key Arguments
- Position is down significantly but conviction unchanged
- No intention to sell
The host is reluctant to sell any more Google shares, citing large existing gains, though he has already trimmed a portion of the position.
Key Arguments
- Large existing gains (~$42,000)
- No compelling reason to sell more shares
The host believes AMD will have a major rally over the next several months despite recent weakness, while flagging a 2028 semiconductor slowdown as a longer-term risk. He plans to trim some shares after the next big run but keep a long-term position.
Key Arguments
- AMD is a huge overweight position (~26%) in the portfolio
- 2027 numbers should be fine for semiconductor stocks
- 2028 could bring a slowdown that eventually pulls AMD down with peers
Predictions (1)
The host sees Meta as range-bound in the near term due to unresolved concerns about massive capex spending, oscillating between roughly $550 and $750. He remains a long-term holder, expecting Meta to be much larger in five years.
Key Arguments
- Capex spend is out of control and payback is uncertain
- Stock bounces within a defined range depending on sentiment
- Long-term thesis remains that Meta will be a much bigger company in 5 years
Predictions (1)
The host views Amazon as a cleaner long-term story than Meta because AWS growth is accelerating rapidly, giving investors visible ROI. He has no interest in trimming the position and expects Amazon to be a much larger company in five years.
Key Arguments
- AWS growth accelerating faster than anticipated
- Clear return on investment unlike Meta's capex spend
- Long-term hold with no plans to sell
Predictions (1)
The host is very bullish on Cheesecake Factory, citing a decade of growth runway, attractive dividend yield on his cost basis, and a reasonable forward P/E of about 20. He has no interest in selling unless valuation becomes extreme.
Key Arguments
- 10-year runway of growth ahead
- Attractive dividend yield relative to his cost basis
- Forward P/E is reasonable at ~20
The host believes Salesforce is entering a major growth acceleration over the next couple years driven by AI-first product initiatives, and is not interested in selling despite strong recent gains.
Key Arguments
- Big investment cycle starting to show ROI
- AI-first business model transition
- Stock already front-running the anticipated growth acceleration
Predictions (1)
The host sees ServiceNow as one of the best-positioned companies to benefit from AI-driven growth acceleration over the next year or two, and Wall Street is starting to recognize this.
Key Arguments
- Well positioned for AI-driven growth acceleration
- Wall Street starting to recognize the opportunity
- Up almost 43% in the portfolio already
Predictions (1)
The host has been bullish on Honest Company since the start of the year, targeting a year-end price above $5 and now expecting it to finish between $7 and $9 based on strengthening financials. He has no interest in selling his large position.
Key Arguments
- Strong niche customer base in diapers, wipes, soaps, and beauty products
- Financials strengthening throughout the year
- Large position with substantial gains already realized
The host considers American Express a top-tier company with an attractive valuation, strong financials, and a great management team, viewing it as a candidate for a very large long-term position.
Key Arguments
- Top-tier client list and business model
- Attractive valuation and strong financial statements
- Strong competitive positioning in credit cards
The host sees Celsius as still very early in its growth story, citing its rise to roughly 20% North American energy drink market share and recent insider buying, and says he would not sell even if the stock doubled.
Key Arguments
- Early days in market share growth (~20% of North American energy drinks)
- Insider purchase signals positive sentiment
- Immense long-term opportunity over 5-10 years
The host views SoFi as the best-positioned fintech to become the next financial giant over the next decade, driven by growing membership and assets under management, and believes it could eventually be a $100+ stock long term.
Key Arguments
- Attracting younger members whose net worth will grow over time
- Network effects from growing assets under management
- Needs to avoid overleveraging to survive recessions
Predictions (1)
The host is bullish on Revolve, citing great management, income statement, and balance sheet, and would consider it a buy rather than a sell.
Key Arguments
- Great management team
- Strong income statement and balance sheet
The host expects Fubo's momentum, profitability, and EBITDA to improve for 2027 and beyond, though he caps expectations at becoming a Direct TV/Dish Network-type company rather than a Netflix-scale giant.
Key Arguments
- Increasing momentum and profitability expansion expected
- Best-case comparison is a Direct TV/Dish Network-type company
- Not expected to reach Netflix-level scale
Predictions (1)
The YouTuber describes buying Palantir shares in the $7-10 range during 2022 when the stock had fallen to around $5.98 and was widely disliked. He characterizes this as a strong contrarian buy.
Key Arguments
- Bought shares between $7 and $10 when stock hit lows near $5.98 in 2022
- No one wanted the stock at the time
He bought Google shares last year around $156 when sentiment turned negative due to ChatGPT fears, later sold about half for profit, and still holds a remaining position.
Key Arguments
- Bought around $156 last year during ChatGPT-driven pessimism about Google search
- Sold roughly half the position and reinvested elsewhere, retaining 222 shares
He bought ServiceNow shares around $85 in April when the stock was unloved, and believes it still has some room to move higher after already rallying to around $142.
Key Arguments
- Bought shares at $85 in April 2025
- Stock already rallied to around $142 within the same year
Predictions (1)
He wants to build a large contrarian position in Wynn Resorts, arguing the stock is depressed due to higher interest rates and expensive airfare, despite catering to wealthy customers unaffected by these costs. He also highlights Wynn's strong balance sheet and an upcoming Middle East property opening next year.
Key Arguments
- Wynn caters to wealthy clientele unaffected by airfare or rate increases
- Has one of the best balance sheets among resort/travel companies
- Middle East property opening next year
Predictions (1)
He mentions Pool Corporation as a possible contrarian buy among beaten-down stocks but is uncertain whether he will actually invest, preferring names catering to wealthier consumers.
Key Arguments
- Considered as a beaten-down contrarian candidate
- Caters more to the mass market rather than wealthy consumers, which makes him less confident
He believes Celsius has massive upside ahead and is accumulating shares in the $27-$33 range during what he sees as a bottoming formation, expecting a strong future move.
Key Arguments
- Accumulating shares between $27 and $33 during a bottoming formation
- Expects the eventual move higher to be sharp rather than gradual
Predictions (1)
The YouTuber bought Meta heavily during its 2022 sell-off when the stock was down over 70% and unloved by the market. He frames this as a successful contrarian buy that has since paid off.
Key Arguments
- Bought aggressively when stock was down 70%+ in 2022
- Was a 'toxic asset' that no one wanted at the time
He recalls buying SoFi in 2024 when it traded around $6 and no one was paying attention to it, calling it a contrarian buy that has since paid off handsomely.
Key Arguments
- Bought shares around $6 in 2024 when stock was ignored
He bought Salesforce shares in the $178-$185 range earlier this year when it was unloved, and believes the stock still has some upside left despite already recovering.
Key Arguments
- Bought shares between $178 and $185 earlier in the year when no one wanted the stock
- Believes it has already done 'a lot of the heavy lifting' but still has room to move
Predictions (1)
He bought Cheesecake Factory shares around $30-32 in 2023-2024 when the stock was unloved, later averaging up to a cost basis of $40.75, and is sitting on significant gains.
Key Arguments
- Bought shares around $30-32 when no one wanted the stock in 2023-2024
- Averaged up over time to a cost basis of $40.75, now up roughly $29,000 in gains
He sees RH as a contrarian buy given its improved balance sheet (around $125 million in cash) despite the beaten-down real estate/mortgage environment, and plans to build out a position over the coming months. He notes the stock has fallen sharply from $700 five years ago to around $100 today.
Key Arguments
- Balance sheet has improved with roughly $125 million in cash
- Stock down dramatically from $700 to about $100 amid weak real estate sentiment
Predictions (1)
He mentions Whirlpool as another possible contrarian buy among beaten-down stocks but says he might stay away since it caters to the mass market rather than wealthy consumers.
Key Arguments
- Considered as a beaten-down contrarian candidate
- Caters to the mass market, which makes him feel less safe compared to wealth-focused names
He views American Express as a contrarian buy, noting the stock is down about 12% this year due to higher interest rates, but believes it should actually be up about 12% given its high-quality, wealth-focused business model.
Key Arguments
- Caters to top income earners, which he considers a top-tier business model
- Stock down ~12% this year despite what he sees as strong underlying quality
Predictions (1)
Hedges & Caveats
- Presenter acknowledges market has been sideways/choppy since May
- Performance is portfolio-specific and may not be replicable
- Video title promises stocks 'next to soar' but transcript does not deliver specific new predictions