What Financial Education said in this video:
- HNSTbullishshort-termThe host has called a minimum $5 year-end price all year and thinks Honest could exit the year closer to $7 if things go well.Source
- MUneutralmid-termMicron's near-64% net margins are viewed as an unsustainable freak situation; the market believes revenues top within 12-18 months and margins compress.Source
- AMDbullishlong-termAMD is in a growth acceleration cycle with accelerating revenue, margins and EPS for years ahead; the host sees its top as limitless.Source
- AMZNneutrallong-termUnlike NVIDIA, Amazon's revenue growth three years out is not even a question, in the host's view.Source
- AVGOneutrallong-termIn passing, the host notes one could argue Broadcom, like AMD, takes a bigger slice of the pie from NVIDIA a few years out.Source
- NVDAneutralmid-termNVIDIA isn't a bad stock, but 60%+ net margins are unsustainable, it's entering a deceleration cycle, and long-term growth is too cloudy; easier opportunities exist elsewhere.Source
- CELHbullishlong-termCELH offers massive revenue, margin and EPS growth over five years as it builds two decade-long brands; investors should not get shaken out by short-term noise.Source
- CELHbullishshort-termHe discloses a nearly $300k position and sees CELH heading to the 40s and exiting the year above $40 if Nielsen data shows Celsius brand improvement.Source