This page tracks every stock Financial Education has discussed on YouTube, extracted from AI transcription of their 14 most recent videos covering 37 tickers. They are currently bullish on CELH, AMD, ELF, RH, HNST, NVDA and others. Bearish on ADBE, TSMC, AVGO, MU, TSLA, HD. Each take below includes their stated reasoning and, where given, a price target.
The creator highlights a strong day in their portfolio, up $78,000 and trading at all-time highs. They express a risk-on attitude, stating they are unfazed by broader market conditions and focused on executing their strategy.
| Ticker | Action | Why | Target | When |
|---|---|---|---|---|
RH●●● | buy | RH is a cyclical stock down 80% over five years, currently in the worst part of its cycle with weak earnings, but the creator sees this as the ideal time to accumulate. Cash is building on the balance sheet ($125M from $41M), capex is set to decline meaningfully, and the strategy is to scale a position over 6-9 months while mortgage rates are high and nobody wants real estate exposure. | — | 1d ago |
CELH●●● | add | Creator is actively accumulating and wants the stock to stay low for as long as possible to buy more shares. Key near-term catalysts include beverage data in 2-3 weeks and earnings in ~2 months; if the Celsius brand returns to growth, the stock could move up significantly. Best case is the stock stays in the $27-33 range through Q1 2027 to maximize accumulation. | — | 3d ago |
RH●●● | buy | Super high-end furniture company with three growth levers: furniture sales, $200/year memberships, and highly profitable restaurants. European locations (Paris, Milan, London) are transitioning from cash flow drags to revenue generators. Stock is down 80% over five years—a cyclical play bought when sentiment is terrible. Potential to triple to $400-550 in 36 months, though balance sheet is weak with only $53M cash and large loans. Creator estimates ~10% bankruptcy risk and ~50% chance of significant gains. | $475 | 3d ago |
AMD●●● | buy | Expected to be the most exciting semiconductor stock in 2027 with the biggest growth rates, potentially surpassing NVIDIA's growth rates for the first time in years. | — | 1w ago |
CELH●●● | buy | The stock is set up very well and is expected to bounce back huge over the next three years, potentially reaching $60 to $90 from its current $30 level. | $90 | 1w ago |
META●●● | buy | Despite short-term concerns regarding out-of-control CapEx numbers, the creator remains a huge fan of the company's prospects over a five-year period. | — | 1w ago |
AMZN●●● | buy | One of his top two favorite trillion-dollar stocks for the next five years, selected through a process of elimination from the 16 trillion-dollar market cap stocks. | — | 1w ago |
META●●● | buy | One of his top two favorite trillion-dollar stocks for the next five years. However, he notes short-term concerns that capex is out of control and they are not getting ROI remotely close to what they are spending. | — | 1w ago |
CELH●●● | buy | Celsius owns three strong brands (Celsius, Alani, Rockstar) with ~20% energy drink market share and massive margin expansion potential, as current net margins of 4% lag far behind Monster's 23% and Coca-Cola's 28%. Pepsi's major investment provides distribution synergies, and the stock trades at a forward PE of ~22, which is too cheap for its growth trajectory. Strong balance sheet with $631M cash vs $667M long-term debt. | $100 | 1w ago |
SOFI●●● | buy | SoFi is at the cross-section of banking and fintech, attracting millennials, Gen Z, and eventually Gen Alpha with a cleaner, lower-cost business model than traditional banks. The company has transitioned from heavy losses to profitability and is in the early stages of scaling earnings. Over 5-10 years, SoFi could reach $50-100 per share as younger generations build wealth through its platform. | $100 | 1w ago |
NFLX●●● | add | Netflix has strong revenue growth, expanding margins, rising free cash flow per share (boosted by share buybacks), and an early-stage ads business with significant runway. Even the creator's bear case (9% revenue growth, 14% net income growth) yields a CAGR in the teens and easily beats the S&P 500. Bear case price target is $134 by 2030; best case is $231 by 2030. | $231 | 1w ago |
WYNN●●● | buy | Wynn Resorts is a fundamentally misunderstood company with irreplaceable luxury properties in Vegas, Macau, Boston, and a new Middle East resort opening in 2027 that could rival Marina Bay Sands in profitability. At a $9.4B market cap, the stock trades below the replacement cost of its properties alone. Heavy depreciation masks true earnings power, making EBITDA the better valuation metric. The company has no real competition in the ultra-luxury Vegas segment. | — | 1w ago |
AMZN●●● | buy | He considers Amazon to always be a buy regardless of the time period and expects it to remain that way into the 2030s. | — | 2w ago |
NOW●●● | add | ServiceNow is positioned to thrive over the next 5-10 years as it focuses on IT department workflows and inter-departmental communication, competing differently than Salesforce. CEO Bill McDermott is phenomenal and the company will likely partner with big AI players for protection, making it one of the best deals found in the market. | — | 2w ago |
AMD●●● | buy | AMD will be the semiconductor stock with the big growth numbers in 2027 as it steals market share from NVIDIA, while NVIDIA's revenue growth goes lame. With hyperscalers continuing to spend every dollar on chips for the next 2-3 years, AMD is in a particularly good competitive position and is the only semiconductor name projected to deliver standout growth next year. | — | 2w ago |
The CEO recently purchased 18,000 shares at an average price of $27.44, putting a stake in the sand and signaling that the stock is significantly oversold at current levels.
Piper Sandler gave an overweight rating with a $600 price target, projecting 50% annualized revenue growth and $53 EPS by 2030 driven by server CPUs and AI infrastructure. With other analysts also upgrading the stock, the creator expects the business to grow exponentially and the stock to exceed $1,000 per share.
Price target: $1,000
Elf is a one-of-one beauty company with three strong brands (Elf, Rhode, Naturium) providing multiple growth levers: new product categories like hair care, expanding distribution, price raises, and significant margin expansion ahead. The creator projects the stock reaching $250-$300 base case or $400+ bull case by 2030, with revenue growing to $3.3-$4 billion and net income margins reaching 15-17%.
RH is a cyclical stock down 80% over five years, currently in the worst part of its cycle with weak earnings, but the creator sees this as the ideal time to accumulate. Cash is building on the balance sheet ($125M from $41M), capex is set to decline meaningfully, and the strategy is to scale a position over 6-9 months while mortgage rates are high and nobody wants real estate exposure.
The stock has been on a strong run and the creator notes it might exit the year between $7 and $9, continuing to be very strong.
NVIDIA's numbers are amazing with 70% revenue growth expected, but the stock hasn't responded and is still 4.5% off its all-time high. Creator acknowledges NVIDIA as a great business but believes it has 'already had its moment' in the spotlight and AMD is now the more exciting play for the next 12 months. Would sell portions of AMD at $800 or $1,100 but no specific NVDA sell levels discussed.
Despite short-term concerns regarding out-of-control CapEx numbers, the creator remains a huge fan of the company's prospects over a five-year period.
Company raised FY2026 adjusted EBITDA guidance to $90-100M, reaffirmed FY2028 EBITDA target of at least $300M, and expects positive free cash flow in FY2027-2028. Disney has a major ownership stake and installed their own person as CEO, which the creator believes will drive strong financial performance.
One of his top two favorite trillion-dollar stocks for the next five years, selected through a process of elimination from the 16 trillion-dollar market cap stocks.
Considers it a 'yellow' stock and a money maker. He is a shareholder with a small position, but it is not one of his top two favorites among trillion-dollar stocks.
Considers it a 'yellow' stock and a money maker. Azure breaking out its numbers separately should be positive. He does not own it but likes it, though it is not a top two favorite.
Reminds him of NVDA's 2025 chart pattern - crashed early then skyrocketed. Already up 70-80% off lows. Two-year forward P/E is low given growth rates, and analyst revenue estimates are too low, which should create excitement as confidence in future growth builds.
Reminds him of NVDA's 2025 chart pattern - straight crash to straight skyrocket. Current year revenue growth estimate of 9.4% is too low; he believes double-digit growth is certain. Two-year forward P/E is attractive given growth rates, and analyst estimates will need to be raised.
Mentioned as the only oil and gas stock he would want to own, though he generally dislikes the oil and gas sector.
SoFi is at the cross-section of banking and fintech, attracting millennials, Gen Z, and eventually Gen Alpha with a cleaner, lower-cost business model than traditional banks. The company has transitioned from heavy losses to profitability and is in the early stages of scaling earnings. Over 5-10 years, SoFi could reach $50-100 per share as younger generations build wealth through its platform.
Price target: $100
Netflix has strong revenue growth, expanding margins, rising free cash flow per share (boosted by share buybacks), and an early-stage ads business with significant runway. Even the creator's bear case (9% revenue growth, 14% net income growth) yields a CAGR in the teens and easily beats the S&P 500. Bear case price target is $134 by 2030; best case is $231 by 2030.
Price target: $231
Wynn Resorts is a fundamentally misunderstood company with irreplaceable luxury properties in Vegas, Macau, Boston, and a new Middle East resort opening in 2027 that could rival Marina Bay Sands in profitability. At a $9.4B market cap, the stock trades below the replacement cost of its properties alone. Heavy depreciation masks true earnings power, making EBITDA the better valuation metric. The company has no real competition in the ultra-luxury Vegas segment.
It is his fourth largest position and has generated significant capital gains along with dividends over time.
Up 50% in the public account with $62,000 in total gains. The stock continues to move higher.
Visa penalties for credit card disputes are concerning but part of doing business at scale with ~3M customers; the key is keeping dispute rates under 1.5%. The stock always has negative headlines so investors need strong hands, but the creator remains long-term bullish.
Up $35,000 in the public account. Margins, numbers, and guidance all look good heading into holiday season. Creator expects the stock to reach $30+ by year end and would add shares on any pullback.
Price target: $30
One of the best business models in the world, trading at a forward P/E under 20 and two-year forward P/E of 14. He would take this stock over Walmart any day and calls it 'easy money.'
Great brand long-term; the stock has been rough short-term and people are negative on it, but the creator expects sentiment to flip once the stock turns around, making it a contrarian opportunity.
Adobe puts up solid numbers (revenue up 13%) but costs are rising faster than revenue, and the stock is stuck at low valuations (9-15 forward P/E range) because the market permanently fears AI disruption from tools like Gemini and ChatGPT. The creator sold his position and doesn't see Adobe ever regaining its premium valuation.
Part of the semiconductor cyclical boom that he expects to bust. Profits likely peak in 2027 and the stock price will peak before that. He explicitly says 'heck no' to owning it.
Earlier stage in the chip cycle than NVDA/TSMC/memory stocks, so profits peak later in 2028-2029, but still part of the cyclical semiconductor trade he wants to avoid.
Memory chip company part of the cyclical semiconductor boom. Profits likely peak in 2027. He explicitly says 'heck no' to owning it for the next several years.
Eliminated from his trillion-dollar stock list due to being severely overvalued.
Down 2% over the past 5 years despite being one of the best companies in the world, still making $14.5B in net income. Used as the prime example of how cyclical stocks can trap investors - profits peaked in 2021-2022 and the stock has gone nowhere since.
Also down 2% over the past 5 years, used as another example of the danger of cyclical stocks at the wrong time.
Down over 80% from 5 years ago, not even from the peak. Was the hype of the market 4-5 years ago when everyone was buying solar, but is a prime example of cyclical stock danger.
Despite a strong income statement when properly analyzed, the stock's forward P/E of 37 and two-year forward P/E of 31 are too high. He prefers other large-cap stocks like Netflix or American Express at much cheaper valuations with better business models.
Oracle posted strong revenue growth of 30% and operating income up 57%, earning an A-minus grade, but has severe balance sheet problems with interest expense up 55% year-over-year and now consuming 8% of revenues. The creator views it as a risky stock despite its large market cap and would only buy a small position at a discount due to debt concerns.
Mentioned primarily as a cautionary example of investors selling too early—creator bought at $7 in 2022, others sold at $11 and $20, and it ran to $200. Currently in a 'kangaroo' market pattern, going up and down but not breaking to new all-time highs. Not discussed as a current buy or sell.
Overvalued on a long-term basis, but for a 12-month hold it is attractive due to a huge cash stack earning great interest at elevated rates, a growing services business, and an upcoming foldable iPhone at a ~$2K price point that should sell well to higher-income customers.
Great company with an massive cash stack, but eliminated from his list due to lack of growth.
Mentioned as RH's closest competitor with a $28B market cap, over 10x RH's size. Used as a benchmark for RH's potential upside rather than as an investment itself.
The creator shares positive news for Celsius and AMD shareholders. For Celsius, the CEO's recent purchase of 18,000 shares signals the stock is oversold. For AMD, multiple analyst upgrades and strong growth projections driven by AI infrastructure and server CPUs support a path to over $1,000 per share.
The creator discusses ELF as a core long-term holding with massive growth runway across multiple brands, reviews Oracle and Adobe earnings with contrasting views (Oracle interesting but debt-laden, Adobe stuck at low valuations due to disruption fears), and reveals RH as a new cyclical stock position he plans to scale while the real estate market is weak. Macro backdrop features rising mortgage rates above 7% and a dead real estate market.
The creator discusses four main topics: Celsius (CELH) accumulation strategy and upcoming catalysts, AMD as the most exciting large-cap stock heading into 2027 with triple-digit growth expectations, overall market sentiment being surprisingly bearish despite strong returns, and a brand-new position in RH (luxury furniture) as a high-risk/high-reward cyclical play with triple-up potential over 36 months.
The creator discusses which single stocks they would invest $1,000,000 in across three different time horizons. For a 1-year hold, they favor AMD due to expected superior growth rates over NVIDIA in 2027. For a 3-year hold, they choose Celsius Holdings, anticipating a massive rebound. For a 5-year hold, they select Meta, remaining optimistic despite high short-term capital expenditure concerns.
The creator warns about investing in cyclical stocks at the wrong time, drawing parallels between housing stocks that trapped investors for 5+ years and the current semiconductor boom cycle, which he believes will peak around 2027. He shares his favorite super small caps (HNST and FUBO), his top trillion-dollar stocks for the next 5 years (AMZN and META), and two SaaS stocks (NOW and CRM) that remind him of NVDA's 2025 recovery pattern. He is broadly bearish on semiconductors for the next 3-5 years and bullish on SaaS.
The creator discusses four stocks to load up on in September 2026: Celsius Holdings (CELH), SoFi Technologies (SOFI), Netflix (NFLX), and Wynn Resorts (WYNN). He emphasizes a long-term wealth-building mindset, advocating consistent monthly investing and ignoring macro excuses. All four stocks are viewed as undervalued with significant long-term upside across diverse sectors (energy drinks, fintech, streaming, luxury gaming).
The creator shares his top five largest stock positions in his public account, all of which are currently profitable. He expresses a bullish outlook on these names, particularly highlighting Amazon as an always-buy and expecting a strong year-end run for AMD.
The creator reviews his public portfolio hitting near $4.8M all-time highs, then dives deep into three core subjects: Palantir's Maven AI platform news and valuation concerns, Salesforce's earnings and game-changing Anthropic partnership, and NVIDIA's earnings with implications for AMD and the broader semiconductor market. He is bullish on Salesforce and ServiceNow as long-term holds, cautiously neutral on Palantir and NVIDIA at current valuations, and bullish on AMD as the top semiconductor growth pick for 2027.
The creator reviews several portfolio winners (Celsius, ELF, Estee Lauder, Cheesecake Factory) and discusses HIMS stock's latest negative news around Visa penalties. He introduces RH as a potential new buy he's closest to ever pulling the trigger on, waiting for a broader market pullback. He also shares his end-of-year upside picks including Celsius, ELF, Honest Company, Revolve, and AMD, which he believes is set for a seasonal ripper rally from mid-November through mid-February.
The creator is broadly bullish on the market and his portfolio, which is at all-time highs. He highlights strong gains in Cheesecake Factory, Estee Lauder, and SoFi. He previews a big upcoming week driven by NVIDIA earnings, which he believes will move the entire market. He shares detailed projections for Estee Lauder and Celsius, the latter of which he may put $50,000 into next week. He also lists his top five stocks: Honest, Celsius, SoFi, Netflix, and American Express. He uses Walmart as a teaching example of how to read income statements but is uninterested in the stock due to its high valuation.
Based on AI analysis of this creator's recent videos. Theses are paraphrases of the creator's own words, not verbatim quotes. Not financial advice.