The creator is uncertain about Salesforce's participation in a consumer discretionary run, pending clearer signs of revenue and margin growth.
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This Stock will make more Millionaires than any stock ever‼️
May 26, 2026
The creator highlights significant gains in AMD and Micron (MU), contrasting them with Nvidia's performance. They also mention positive news for SoFi and Cheesecake Factory (CAKE), and tease future stock picks that could replicate the success of AMD and MU. The creator emphasizes their own substantial profits from AMD in their public account.
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The creator is unsure if ServiceNow will benefit from a consumer discretionary run, needing more signs of revenue and margin growth.
American Express, down 16% year-to-date, is expected to have a strong run.
Wynn Resorts, down 18.5% year-to-date, is expected to see hype next year as the Middle East property opens.
PayPal, a consumer-linked stock, is down 25% year-to-date and is expected to experience an insane run.
Shopify is identified as a stock down 35% year-to-date with an anticipated significant run.
Nike is highlighted as a stock down 30% year-to-date with an expected insane run.
Estee Lauder, down 18% year-to-date, is part of the consumer discretionary sector expected to undergo an 18-to-24-month bull run, and the creator is positioning in these stocks now.
Elf Beauty, down 29% year-to-date, is predicted to have a significant bull run over the next 18-24 months as consumer discretionary stocks are expected to recover.
Revolve, down 36% year-to-date, is expected to experience an 18-to-24-month bull run as consumer discretionary stocks rebound.
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