Once in a generation move just started‼️

The speaker begins by discussing taxes, noting that the top 1% of earners in the U.S. pay about 46% of taxes, and the top 50% pay nearly all of it. He expresses a personal journey from being in the bottom 50% and receiving government assistance to a significantly better financial situation, emphasizing that while he dislikes paying taxes, his current life is much improved. He then transitions to the stock market, highlighting recent significant upward movements. The NASDAQ, for instance, has risen 15.5% in the past 11 trading days from its lows. He attributes these "violent" market moves to current market dynamics. A crucial piece of advice is never to sell all your stocks, as studies show missing just the 10 best days over a 30-year span can halve returns, and missing 40 days can lead to negative returns. Many investors sold out in March, missing substantial gains. The speaker shares examples of recent gains in his public account, including DMet up $12,000, Salesforce up $8,200, Service Now up $7,100, and Palantir up $6,300. He notes that many heavily damaged stocks, like Service Now and Honest, are now showing strong recoveries. AMD is highlighted as a stock on the verge of breaking all-time highs, having surged 162% in the past year. The video outlines three core subjects: AMD's future after breaking all-time highs, stocks best positioned for the upcoming earnings season, and an explanation for the current "beasting" market behavior. Focusing on AMD, the stock closed at $258, nearing its all-time high of $260. Analysts have an average price target of $290. The speaker predicts that if AMD breaks $290, analysts will start raising their price targets, potentially pushing the stock deep into the $300s. If AMD breaks the highest analyst price target of $365, it could reach $400 or more. This upward trend is fueled by a compounding effect where positive analyst and Wall Street commentary drives further buying. He explains that semiconductor stocks like AMD are extremely volatile, capable of selling off 50% in one year and then rising 250% the next. Examples like Micron (up 511% in the past year), Nvidia (up 1,365% in five years), Broadcom (up 740% in five years), and SanDisk (up 2,500% in one year) illustrate this extreme volatility and potential for life-changing returns. The speaker presents his price targets for AMD. His "bare case" assumes 25% average revenue growth and 30% net income growth, still yielding a 20% compound annual growth rate (CAGR), which he considers unusually strong for a bare case. His "base case" aligns with CEO Lisa Su's projections of 35% revenue growth and 45% net income growth, leading to a mid-30s to 40%+ CAGR, potentially valuing the stock between $600 and $1,200 in a few years. His "bull case" projects 40% average revenue growth and 50% net income growth, reaching $180 billion in revenue and $55 billion in net income by 2030. Under this scenario, with a 50-60 P/E ratio, the stock could hit $2,000. He expresses regret at not owning even more AMD, despite already having a seven-figure position. He cautions that stock prices move based on future numbers and good news, meaning AMD's stock could price in 2028-2029 growth by late 2027, potentially leading to stagnation later. He uses Tesla and Palantir as examples of stocks that experienced massive runs, priced in future growth, and then saw their stock prices stagnate or decline despite continued strong business performance. He concludes that AMD could reach $500 or more this year or next, but he won't make short-term bets; instead, he plans to ride the stock's long-term growth and potentially exit parts of his position if it reaches levels like $700 or $1,000, indicating that much future growth has been priced in. Next, the speaker identifies several stocks well-positioned for the current earnings season, predicting they will be significantly higher after reporting: 1. **Oracle**: Despite being a "hated" stock, it's expected to show accelerating revenue growth and has likely passed peak fear. 2. **Microsoft**: Expected to deliver strong numbers and guidance. 3. **Snowflake**: Another "hated" stock, likely to show accelerating revenue growth, with executives expected to dispel fears during the conference call. 4. **Salesforce**: Ultra-hated but expected to report great numbers, accelerating revenue growth, and good guidance. 5. **ServiceNow**: Another beaten-down SAS stock expected to exceed $100 after earnings, emphasizing the necessity of such companies for the AI wave. 6. **Adobe**: Expected to exit earnings season much higher than $244. 7. **Celsius Holdings**: Often subject to irrational fears, predicted to reach $40-$50 after earnings. 8. **Elf Beauty**: Expected to deliver great numbers and guidance, with momentum returning, potentially reaching $100+. Finally, the speaker explains why stocks are currently "beasting" and experiencing V-shaped recoveries. He posits that everyone interested in selling stocks already did so in Q1, driven by fears about valuations, geopolitics, and political uncertainty. With sellers exhausted, relentless buying pressure has taken over. Additionally, Wall Street became "extreme bearish" in March, but is now flipping to bullish, creating an "avalanche" effect in reverse. He notes that market sell-offs are often disproportionate to actual company value changes, unlike other asset classes like real estate. He attributes the prevalence of V-shaped recoveries post-financial crisis to two main factors: 1. **Rapid news cycle**: Information spreads globally within minutes, leading to rapid, emotional buy/sell decisions. 2. **Machine trading**: A majority of trading is now done by algorithms, which make mathematical, formula-based decisions rather than nuanced, human-like judgments. This leads to swift selling when certain thresholds are met and equally swift buying when prices recover, amplifying V-shaped movements. He concludes by advising long-term investors to embrace this market dynamic, focusing on great companies with strong business models, as short-term fluctuations like presidential terms, Fed policies, and inflation/deflation are temporary.