Palantir is mentioned as an example of a stock that experienced massive gains, where life-changing money was made in earlier stages, and current gains are less impactful.
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This Stock is the Next AMD or Micron‼️
The creator discusses the current stock market, highlighting that while major indices like the S&P 500 and NASDAQ are at all-time highs, a significant portion of the Russell 3000 stocks are in a crash or down double digits. This is attributed to a few dominant semiconductor companies like Nvidia, AMD, and Micron holding up the market. The video then pivots to identifying "hated" stocks that have the potential for substantial gains in the next 1-2 years, similar to how AMD and Micron were perceived a year ago. Several consumer and tech stocks are presented as potential opportunities, with a focus on long-term potential rather than short-term market noise.
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Tickers discussed in this post
Wynn Resorts is currently a hated stock under $100, making it a prime pickup opportunity due to strong performance in Macau and Vegas.
Tesla is mentioned as the first stock the creator made life-changing money on.
Salesforce is expected to be loved again by Wall Street in 1-2 years as they better understand its benefit from the AI wave.
Estee Lauder is a stock that is expected to see significant momentum over the next 1-2 years, despite its current struggles.
Revolve Group (RVLV) is a small-cap company with a strong balance sheet and no debt, currently unloved but expected to be very loved in 1-2 years.
Caterpillar is mentioned as a stock that is around all-time highs due to its role in building data centers.
Dollar Tree is down 27% year-to-date, indicating that even discount retailers are struggling in the current market.
e.l.f. Beauty is an ultra-hated stock currently trading at $55, but is expected to become a loved stock with substantial gains in the next 1-2 years, potentially reaching $125-$175.
SoFi Technologies is currently a very hated stock, down 39% year-to-date, but is expected to become a financial giant and a highly loved stock in the next decade.
FuboTV is down 71% over the past year despite having its healthiest numbers ever, highlighting a disconnect between fundamentals and stock performance.
Robinhood is down 30% year-to-date, but the creator acknowledges its strong balance sheet and innovation.
Whirlpool, an appliance company, is down significantly and nearing financial crisis pricing, making it an attractive potential investment as housing is expected to recover.
Hims & Hers, in the telehealth industry, is down 47% over the past year.
Celsius Holdings, an energy drink company, is currently hated but is seen as a strong opportunity due to its growth and international potential.
Lululemon, once a hot stock, is down 57% over the past year, reflecting the downturn in consumer-related companies.
Under Armour has performed very poorly, down over 70% in the past 5 years.
Deckers, a competitor to Nike, is down 25% over the past year, indicating weakness in the apparel and footwear sector.
Nike is currently one of the most hated stocks, down significantly from its highs, but is seen as a potential turnaround candidate over the next 1-2 years.
RH, a high-end furniture company, is down significantly but is considered a potential opportunity as the housing market is expected to recover.
Adobe stock is down 38% over the past year, indicating a brutal performance for the software company.
PayPal is down 38% over the past year, showing weakness across various sectors including payments.
ServiceNow, despite being a strong company, is down significantly, but is expected to benefit from the AI wave and become a loved stock again in 1-2 years.
Meta is down 20% from its all-time highs despite strong revenue growth, indicating a broader market weakness affecting even large tech companies.
Bath & Body Works is mentioned as a consumer company down significantly, further illustrating the broad market downturn.
The Trade Desk is presented as an example of a once-hot stock that is now significantly down, illustrating the market crash affecting many companies.
ASML, which manufactures machines for chip production, has a $62 billion market cap.
Intel is listed as the 19th largest company with a $640 billion market cap, but the creator notes past struggles and questions about its earnings.
SK Hynix is mentioned as the 15th biggest company globally with a $94 billion market cap.
Samsung's large market cap is primarily driven by its chip and memory business, not its consumer electronics.
Avago Broadcom is noted as a large-cap company in the semiconductor space, exceeding a $2 trillion market cap.
Nvidia is acknowledged as the biggest player in the semiconductor space with a massive market cap, but the creator suggests its biggest moment may have passed, with AMD being the more exciting prospect for the next few years.
Micron, previously hated, has experienced a legendary run and is projected to have extremely high net income margins, making it a stock to watch for future gains.