Exxon Mobil is setting up well due to oil prices and the current market environment.
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My Final Warning to all Investors‼️
Apr 27, 2026
The creator issues a warning about an impending massive market moment, highlighting recent gains in stocks like Google (Alphabet), Salesforce, Cheesecake Factory, and AMD. The video will focus on this warning and predictions for upcoming earnings season, identifying companies likely to beat or miss expectations.
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Chevron is setting up well due to oil prices and the current market environment.
Estee Lauder (EL) is expected to beat earnings consistently for a while, despite a forward P of 28, as the company can outperform expectations.
Apple sets up interestingly for earnings as this is Tim Cook's last quarter, suggesting he will want to go out on a strong note with significant beats.
Chipotle has become more attractive from a valuation perspective (forward P of 29) after losing its previous hype, making it more intriguing.
Amazon is a big position for the creator, and they hope the stock goes down on earnings, noting it has an uphill battle due to strong recent performance.
Microsoft's valuation has become attractive, and the creator considers it a buy, hoping for a stock dip on earnings for a better entry.
Enphase has been a mess for years and continues to be a mess.
The creator likes American Express more than Visa, viewing it as a premium business model available at a discount.
Visa consistently beats earnings but is a slow-moving stock, typically moving only 3-6% on earnings reports.