Buy Heavy‼️ 9 Stocks to Buy with a TRILLION-DOLLAR Boost
Published: 2025-09-15
Status:
Analyzed
Published: 2025-09-15
Status:
Analyzed
Predictions from this Video
Incorrect: 0
Prediction
Topic
Status
The Trade Desk (TTD) shares could experience a bump in the first week of November if Q3 earnings show no significant competition effects, similar to Q1.
"Third quarter earnings are scheduled for the first week of November. We could get a repeat of the first quarter surprise showing no real competition effects and a bump in the shares."
Pending
Super Micro Computer (SMCI) is predicted to reach at least $80 per share.
"but continue to hold for at least $80 a share."
Pending
Apple (AAPL) is likely approaching another major product upgrade cycle, including for the iPhone, potentially driven by acquisitions.
"But here we're likely coming up to another major upgrade cycle. Not just in the iPhone, but also driven by acquisitions paid for by the company's massive 65 billion in cash and hundred billion a year in cash generation."
Pending
Apple (AAPL) is expected to have numerous catalysts over the next year (2026).
"Now folks, this is not going to happen overnight, but there could be lots of catalysts over the next year."
Pending
A Supreme Court decision on tariffs is predicted to lead to a trillion-dollar cash boost for some of the hardest-hit stocks in 2025.
"A decision that could see a trillion dollar cash boost coming for some of the hardest hit stocks this year."
Pending
The author plans at least five more meetups in Tampa, Austin, DC, and Palm Springs in 2026.
"I'm planning at least five more meetups next year in Tampa, Austin, DC, and Palm Springs."
Pending
A Supreme Court ruling on the tariff case is likely to be delivered by the end of 2025.
"which means we're likely to get a ruling by the end of the year."
Pending
There is a good chance the Supreme Court will rule against the president regarding the tariffs.
"And I think there is a good chance the court comes down against the president on this one."
Pending
Stocks hardest hit by tariffs are predicted to experience a significant price increase if the Supreme Court rules against the president.
"And that is where we get the potential for a big pop in the stock's hardest hit on these tariffs."
Pending
Companies that paid tariffs will see a surge in profitability beyond an initial rebate, as some higher prices implemented to cover costs are expected to remain.
"Now, beyond that initial bump on the tariff rebate, these companies would see profitability surge because most have already started raising prices to cover those new costs. ... but some of those higher prices are going to remain, and it's going to be a boost to profits for these companies."
Pending
Apparel and footwear companies, specifically Lululemon, Nike, and VF Corporation, are predicted to offer some of the best potential returns, particularly if tariffs are refunded.
"Apparel and footwear companies like Lululemon Athletica, ticker LLU, Nike, NK, and VF Corporation, VFC, are going to be some of the best potential returns."
Pending
AI data center spending is predicted not to slow down, continuing to benefit networking, server, and chip stocks.
"That spending is not slowing down, folks. and these networking, the servers and the chip stocks going to continue to benefit."
Pending
If a market sell-off occurs, expensive utility stocks are predicted not to provide the usual safety expected by investors.
"if we do see a market sell off the sector, it's not going to provide the kind of safety that investors usually think it will."
Pending
Healthcare and energy stocks are predicted to provide safety during eventual market downturns.
"Instead, I do continue to favor stocks in healthcare and energy for that eventual need for safety."
Pending
Growth themes such as AI, robotics, quantum computing, and cybersecurity are predicted to continue dominating the market for a while longer.
"I think the growth themes like AI, robotics, quantum, and cyber security can continue to dominate a while longer"
Pending
The Trade Desk (TTD) revenue is forecast to grow 17% in 2025 and 2026, with an estimated $2.86 billion for 2025.
"Revenue is still forecast to grow at a 17% pace this year and next with $2.86 billion estimated just for this year."
Pending
The Federal Reserve is not expected to negatively impact market sentiment during the week of the announcement (September 15, 2025).
"I don't expect the Fed to ruin the mood this week."
Pending
The Trade Desk (TTD) stock is predicted to reach $75, implying a 68% return based on a 13x price-to-sales valuation on 2025 sales.
"even a 13x valuation on this year of sales of 2.86 billion would be a $75 stock and a 68% return from here."
Pending
Monthly inflation reports (PCE, CPI, PPI) are predicted to be the primary factor that could derail the market.
"And it'll be on each month's inflation reports to derail the market."
Pending
The Trade Desk (TTD) is predicted to experience a stock price bump in early November 2025 following Q3 earnings, potentially showing no real competition effects.
"Third quarter earnings are scheduled for the first week of November. We could get a repeat of the first quarter surprise showing no real competition effects and a bump in the shares."
Pending
Healthcare, energy, and real estate sectors are predicted to offer solid returns as the bull market broadens and to provide protection during a bear market.
"not only can you see some solid returns as that bull market broadens out, but these three sectors, that's healthcare, energy, and real estate, they're also going to help protect your money if we do see a bare market."
Pending
Super Micro Computer (SMCI) stock is expected to reach at least $80 per share.
"continue to hold for at least $80 a share."
Pending
Super Micro Computer (SMCI) sales are expected to grow 45% in 2025, reaching $32 billion.
"SMCI is one of the biggest beneficiaries of that AI data center boom expected to grow sales 45% this year to $32 billion"
Pending
Super Micro Computer (SMCI) stock is predicted to reach $75 based on a 1.4x price-to-sales valuation.
"Even a valuation back to 1.4 times price to sales would be a $75 stock price"
Pending
Apple's (AAPL) sales growth is predicted to be 5-6% for 2025 and 2026.
"with sales growth of just 5 to 6% this year and next."
Pending
Apple (AAPL) is predicted to experience a major product upgrade cycle, including the iPhone, and benefit from multiple catalysts from acquisitions over the next year (2025-2026).
"But here we're likely coming up to another major upgrade cycle. Not just in the iPhone, but also driven by acquisitions paid for by the company's massive 65 billion in cash and hundred billion a year in cash generation. Now folks, this is not going to happen overnight, but there could be lots of catalysts over the next year."
Pending
Supreme Court ruling on Trump's tariffs is expected by the end of 2025.
"the court has agreed to fasttrack the case and hear it in November, which means we're likely to get a ruling by the end of the year."
Pending
Speaker predicts a good chance the Supreme Court will rule against the president on tariffs, potentially leading to a 'big pop' in the hardest-hit stocks.
"And I think there is a good chance the court comes down against the president on this one. Overturning two lower court rulings wouldn't be unheard of, but would be the exception. And there is a strong argument that while a giant trade deficit isn't sustainable, it is not unusual and it is not extraordinary or an emergency. allowing the president to use any reason he likes to claim emergency powers be a very slippery slope that I think the Supreme Court is going to try to avoid. And that is where we get the potential for a big pop in the stock's hardest hit on these tariffs."
Pending
Companies that raised prices due to tariffs are predicted to see a boost to profits, as some higher prices will remain even if tariffs are refunded.
"but some of those higher prices are going to remain, and it's going to be a boost to profits for these companies."
Pending
Utility stocks are predicted not to provide safety during a market sell-off due to high valuations.
"if we do see a market sell off the sector, it's not going to provide the kind of safety that investors usually think it will."
Pending
The market is pricing in two additional Fed rate cuts in 2025 and two more by June 2026.
"The market is now pricing in two more rate cuts this year and then two more by June of next year."
Pending
Speaker predicts the Fed will not negatively impact market sentiment in the current week (September 2025).
"I don't expect the Fed to ruin the mood this week."
Pending
Monthly inflation reports (PCE, CPI, PPI) are predicted to be the primary factor that could derail the market.
"And it'll be on each month's inflation reports to derail the market."
Pending
The Trade Desk (TTD) stock is predicted to reach $75, representing a 68% return, based on a 13x price-to-sales valuation on an estimated $2.86 billion in sales for the year.
"Even a 13x valuation on this year of sales of 2.86 billion would be a $75 stock and a 68% return from here."
Pending
Trade Desk (TTD) stock could see a bump in shares after its Q3 2025 earnings report, similar to its Q1 performance, if competition effects are not significant.
"Third quarter earnings are scheduled for the first week of November. We could get a repeat of the first quarter surprise showing no real competition effects and a bump in the shares."
Pending
Super Micro Computers (SMCI) stock is predicted to reach at least $80 per share.
"but continue to hold for at least $80 a share."
Pending
Apple (AAPL) is likely approaching a major upgrade cycle (iPhone and acquisition-driven) with many catalysts over the next year, which is predicted to bring upside to the stock.
"But here we're likely coming up to another major upgrade cycle. Not just in the iPhone, but also driven by acquisitions paid for by the company's massive 65 billion in cash and hundred billion a year in cash generation. Now folks, this is not going to happen overnight, but there could be lots of catalysts over the next year... And I think you can start adding shares gradually ahead of that refresh. and the upside it's going to bring."
Pending
A Supreme Court decision on President Trump's tariffs could result in a trillion-dollar cash boost for some of the hardest-hit stocks.
"A decision that could see a trillion dollar cash boost coming for some of the hardest hit stocks this year."
Pending
Joseph Hog plans at least five more meetups in Tampa, Austin, DC, and Palm Springs in 2026.
"I'm planning at least five more meetups next year in Tampa, Austin, DC, and Palm Springs."
Pending
The Supreme Court is expected to rule on the fast-tracked tariff case by the end of 2025.
"The court has agreed to fasttrack the case and hear it in November, which means we're likely to get a ruling by the end of the year."
Pending
The Supreme Court is likely to rule against President Trump's use of tariff powers.
"And I think there is a good chance the court comes down against the president on this one."
Pending
Companies that paid tariffs will experience a surge in profitability if tariffs are refunded, as some of their increased prices are expected to remain.
"Now, beyond that initial bump on the tariff rebate, these companies would see profitability surge because most have already started raising prices to cover those new costs... some of those higher prices are going to remain, and it's going to be a boost to profits for these companies."
Pending
Apparel and footwear companies are predicted to offer some of the best potential returns if tariffs are refunded.
"Apparel and footwear companies like Lululemon Athletica, ticker LLU, Nike, NK, and VF Corporation, VFC, are going to be some of the best potential returns."
Pending
Spending on AI data center infrastructure (networking, servers, and chip stocks) is not slowing down and is predicted to continue benefiting related stocks.
"That spending is not slowing down, folks. and these networking, the servers and the chip stocks going to continue to benefit."
Pending
Power generation stocks, driven by the AI theme, are predicted to have more room for growth.
"There's likely more room to run in that idea."
Pending
Utility stocks are becoming expensive and are predicted not to provide traditional safety during a market sell-off.
"But it does worry me that utility stocks are getting very expensive here and if we do see a market sell off the sector, it's not going to provide the kind of safety that investors usually think it will."
Pending
Growth themes such as AI, robotics, quantum computing, and cybersecurity are predicted to continue dominating for an extended period.
"I think the growth themes like AI, robotics, quantum, and cyber security can continue to dominate a while longer"
Pending
The market is predicted to overlook slightly slower retail sales growth due to anticipation of the Fed meeting.
"Retail sales on Tuesday are expected to slow slightly slower growth than last month, but the market is likely to completely overlook it in anticipation."
Pending
The Federal Reserve is not expected to negatively impact market sentiment this week.
"I don't expect the Fed to ruin the mood this week."
Pending
Healthcare, energy, and real estate sectors are predicted to offer solid returns as the bull market broadens and will help protect portfolios in a bear market.
"not only can you see some solid returns as that bull market broadens out, but these three sectors, that's healthcare, energy, and real estate, they're also going to help protect your money if we do see a bare market."
Pending