Source Post

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.

Linked Mentions

Tickers discussed in this post

PLTRNeutralMedium ConvictionSignal-backedSecondary

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.

WYNNBullishHigh ConvictionSignal-backedPrimary

Wynn Resorts is currently a hated stock under $100, making it a prime pickup opportunity due to strong performance in Macau and Vegas.

TSLANeutralLow ConvictionResearch Only

Tesla is mentioned as the first stock the creator made life-changing money on.

CRMBullishMedium ConvictionSignal-backedSecondary

Salesforce is expected to be loved again by Wall Street in 1-2 years as they better understand its benefit from the AI wave.

ELBullishMedium ConvictionSignal-backedSecondary

Estee Lauder is a stock that is expected to see significant momentum over the next 1-2 years, despite its current struggles.

RVLVBullishHigh ConvictionSignal-backedPrimary

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.

CATNeutralLow ConvictionResearch Only

Caterpillar is mentioned as a stock that is around all-time highs due to its role in building data centers.

DLTRBearishLow ConvictionResearch Only

Dollar Tree is down 27% year-to-date, indicating that even discount retailers are struggling in the current market.

ELFBullishHigh ConvictionSignal-backedPrimary

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.

SOFIBullishHigh ConvictionSignal-backedPrimary

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.

FUBOBearishMedium ConvictionSignal-backedSecondary

FuboTV is down 71% over the past year despite having its healthiest numbers ever, highlighting a disconnect between fundamentals and stock performance.

HOODNeutralLow ConvictionResearch Only

Robinhood is down 30% year-to-date, but the creator acknowledges its strong balance sheet and innovation.

WHRBullishMedium ConvictionSignal-backedSecondary

Whirlpool, an appliance company, is down significantly and nearing financial crisis pricing, making it an attractive potential investment as housing is expected to recover.

HIMSBearishLow ConvictionResearch Only

Hims & Hers, in the telehealth industry, is down 47% over the past year.

CELHBullishMedium ConvictionSignal-backedSecondary

Celsius Holdings, an energy drink company, is currently hated but is seen as a strong opportunity due to its growth and international potential.

LULUBearishLow ConvictionResearch Only

Lululemon, once a hot stock, is down 57% over the past year, reflecting the downturn in consumer-related companies.

UAABearishLow ConvictionResearch Only

Under Armour has performed very poorly, down over 70% in the past 5 years.

DECKBearishLow ConvictionResearch Only

Deckers, a competitor to Nike, is down 25% over the past year, indicating weakness in the apparel and footwear sector.

NKEBullishMedium ConvictionSignal-backedSecondary

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.

RHBullishMedium ConvictionSignal-backedSecondary

RH, a high-end furniture company, is down significantly but is considered a potential opportunity as the housing market is expected to recover.

ADBEBearishLow ConvictionResearch Only

Adobe stock is down 38% over the past year, indicating a brutal performance for the software company.

PYPLBearishLow ConvictionResearch Only

PayPal is down 38% over the past year, showing weakness across various sectors including payments.

NOWBullishMedium ConvictionSignal-backedSecondary

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.

METABearishMedium ConvictionSignal-backedSecondary

Meta is down 20% from its all-time highs despite strong revenue growth, indicating a broader market weakness affecting even large tech companies.

BBWIBearishLow ConvictionResearch Only

Bath & Body Works is mentioned as a consumer company down significantly, further illustrating the broad market downturn.

TTDBearishMedium ConvictionSignal-backedSecondary

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.

ASMLNeutralLow ConvictionResearch Only

ASML, which manufactures machines for chip production, has a $62 billion market cap.

INTCNeutralLow ConvictionResearch Only

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.

NODKNeutralLow ConvictionResearch Only

SK Hynix is mentioned as the 15th biggest company globally with a $94 billion market cap.

SUGPNeutralLow ConvictionResearch Only

Samsung's large market cap is primarily driven by its chip and memory business, not its consumer electronics.

AVGONeutralLow ConvictionResearch Only

Avago Broadcom is noted as a large-cap company in the semiconductor space, exceeding a $2 trillion market cap.

NVDANeutralMedium ConvictionSignal-backedSecondary

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.

MUBullishHigh ConvictionSignal-backedPrimary

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.

Linked Signals

Tracked calls opened from this post

WYNN
buy opened May 13, 2026
+7.58%
SOFI
buy opened May 13, 2026
+11.57%
ELF
buy opened May 13, 2026
-6.61%
RVLV
buy opened May 13, 2026
+2.52%
MU
buy opened May 13, 2026
+38.81%