Cake is still considered an opportunity, though less significant now as the stock has already risen, but it is expected to continue rising long-term.
Source Post
My Warning to All Investors‼️
The creator discusses the current stock market as a strange and opportunistic time, highlighting significant price swings in major tech stocks like Micron, AMD, Netflix, Salesforce, Intuit, ServiceNow, Meta, Nvidia, and Palantir. The video aims to provide three warnings to investors, with specific focus on Meta stock's performance and identifying "Palantir type opportunities" in beaten-down stocks.
Linked Mentions
Tickers discussed in this post
Revolve is a great opportunity with a strong financial profile and business model, expected to rise with improving consumer sentiment.
SoFi is highlighted as an incredible and ongoing opportunity, poised to become a financial giant.
Amazon is ranked as the third-best long-term big tech buy, with its CapEx spending expected to be recouped through AWS.
Tesla is mentioned in the context of 'weird stuff going on' in the market, alongside SpaceX's high market cap.
Estee Lauder is used as an example of a successful turnaround play, rallying 116% in 9 months after implementing tough decisions and cuts.
Nike, a historically great company, is mentioned as being down about 29% over the past year, implying it could be a potential buy but without a strong current recommendation.
Elf Beauty is highlighted as a stock that can move substantially and quickly, with a recent 30% gain in a few weeks suggesting potential for further rapid upside.
Celsius is presented as a stock that investors shouldn't wait to buy, as it has the potential to double or triple in value within a year if its fundamentals improve.
Palantir is presented as an example of a stock where recent buyers are down significantly, but long-term holders who bought during 'murky' times have profited, and the creator sees it as a type of opportunity to buy beaten-down stocks.
Linked Signals