6 stocks YOU MUST BUY NOW‼️or regret it forever…

The speaker begins by celebrating a public account's growth to over $4 million, encouraging viewers to reflect on their own progress and be thankful for their achievements, regardless of portfolio size. He notes that many previously "hated" or underperforming stocks have recently seen significant gains, citing examples like Revolve, SoFi, Celsius, Service Now, Elf on a Shelf, Cake, and Palantir, all of which experienced substantial price increases. The video will focus on two main topics: debunking the market bubble narrative and highlighting six stocks poised for significant future growth. First, regarding the market bubble, the speaker argues that the primary indicator of a bubble is not market highs or recession fears, but rather valuations. He acknowledges that the S&P 500's forward Price-to-Earnings (PE) ratio is high but not "out of control." However, he refutes the bubble argument by demonstrating that excluding the top 10 largest market cap stocks reduces the forward PE to 19, and excluding the top 20 brings it down to the 17s. He explains that the large market cap companies like Nvidia, Microsoft, Google, Apple, and Amazon are experiencing much higher revenue growth rates than historically seen for top companies. For instance, Nvidia's revenue is projected to grow by 54%, Google's by 22%, Microsoft's by 17.5%, Apple's by 12%, Meta's by 27%, and Amazon's by over 16%. These growth rates are significantly higher than the average stock's revenue growth of 5-6%. The speaker contends that these big tech stocks could be considered cheap, not expensive, given their growth. A bubble argument would only be valid if this growth disappeared, which he deems unlikely. He concludes that the weakest argument is that the stock market is in a bubble. He believes a strong case can be made that the market is fairly priced, and an even stronger argument exists that it is cheap, especially when considering companies outside the top market cap tier which have very low forward PEs. He emphasizes that these companies are performing well despite macroeconomic challenges like inflation, high interest rates, and consumer concerns. Second, the speaker transitions to discussing six stocks he believes are set for substantial moves. He stresses the importance of focusing on the long term and individual stocks rather than market timing. He shares his personal journey, starting in 2009, and notes that every year has brought its own set of market worries, yet the market has generally trended upwards. He reiterates that "time in the market" is more crucial than "timing the market," and trying to time the market is a futile endeavor. He then introduces the six stocks: 1. **Celsius Holdings:** The speaker is highly bullish on Celsius, highlighting its ownership of the Celsius, Alani, and recently acquired Rockstar brands, along with its distribution partnership with Pepsi. He draws a parallel to Monster Beverage's historical performance, which saw massive growth despite significant stock price volatility. Celsius's latest income statement showed impressive revenue growth (138%), operating income growth (167%), net income growth (148%), and diluted EPS growth (120%). Despite high growth, its forward PE of 18 is lower than Monster's (double that) and Coca-Cola's (23). Celsius is projected to have significantly higher EPS and revenue growth compared to its peers. His projections suggest a compound annual growth rate (CAGR) of 35-41% in his base case, and even his bare case projects outperforming the S&P 500. He considers the stock a "steal" and a buy at current prices, even up to $50. 2. **Amazon:** He calls Amazon a must-own stock for everyone, regardless of their interest in the stock market. He highlights its dominance in e-commerce, cloud computing (AWS), and its rapidly growing and profitable advertising business. He believes Amazon is always a buy due to the lack of current disruption risk to its core pillars. 3. **Meta Platforms:** The speaker advises patience with Meta, noting that its stock price would be over $1,000 if not for "out of control spending" by Mark Zuckerberg. He acknowledges the market's current skepticism towards this spending, resulting in a forward PE under 20 despite strong revenue growth. He believes the stock will surge if the market begins to understand Zuckerberg's strategy or if spending is curtailed. He suggests buying and holding Meta for the long term. 4. **ELF Beauty (E.L.F. Beauty):** He is aggressively buying ELF Beauty, which he has owned since 2019, with significant gains. ELF owns the ELF, Road, and Notorium brands, with Road being a major growth driver. ELF cosmetics are highly successful, appealing to a mass market. His projections show potential for 56-62% CAGR in his bull case, driven by strong revenue and net income growth. Even his base case projects a CAGR in the low 40s, and his bare case still yields a positive return. 5. **The Cheesecake Factory:** The speaker sees significant growth potential in Cheesecake Factory primarily through its newer concepts like North Italia (a successful Italian concept targeting a higher-quality segment) and Flower Child (a healthy, lower-calorie concept with high margin potential and a strong to-go business). He also mentions Culinary Dropout and Blanco as concepts in testing phases. The company's core Cheesecake Factory brand remains an "ATM machine" with expansion runway. While its growth projections (7-9% revenue growth) are not as explosive as some others, his base case still forecasts a 21-27% CAGR, supplemented by dividends. 6. **SoFi Technologies:** He is optimistic about SoFi's potential to become a financial giant, citing its A+ income statement with strong growth in interest income, net revenue, and net income. With a market cap around $20 billion, he projects it could reach over $100 billion in market cap within a decade, though he anticipates volatility along the way. He believes SoFi's appeal to younger generations and its asset-light business model position it for long-term success. He concludes by reiterating the importance of focusing on great companies with solid business models, income statements, and balance sheets, conducting thorough research, and maintaining a long-term perspective to build wealth. He also promotes his private group for those seeking to take investing more seriously.