The Market will become INSANE‼️Let me Explain
Published: 2025-11-20
Status:
Analyzed
Published: 2025-11-20
Status:
Analyzed
Predictions from this Video
Incorrect: 0
Prediction
Topic
Status
Nvidia's revenue growth will flatline or turn negative in 2027-2029 as big tech companies cannot substantially increase capex.
"most of these companies are not going to be able to increase their capex in any substantial way in 27, 28 or 29... Which means chip spending... then you're getting no increase in the amount of spend with somebody like Nvidia, which means Nvidia's revenues then do what? They flatline. If Nvidia revenues start flatlining, no one wants to own Nvidia stock when it starts to flatline revenue. Because usually what happens with Nvidia once they flatline revenues, revenues start going negative."
Pending
Broadcom (AVGO) will experience a significant business slowdown in 2027-2028, with lower growth rates than in 2026.
"Broadcom's likely going to have a slowdown in 2728. I don't know if their revenues will necessarily go flat, but you know, definitely have a big slowdown from what their growth rates will be in 26."
Pending
TSMC will experience a major business slowdown.
"TSMC is going to have a major slowdown in their business, right?"
Pending
Nvidia stock will remain stuck in the $125-$200 range for years.
"I made a prediction, I think it was about a year ago now at this point in time that Nvidia stock will basically be stuck in the 125 to 200ish range for years, right? And I still stand by that at the end of the day."
Pending
AMD will gain significant market share in 2027-2029 due to the 450 chip going into production in the second half of 2026.
"With AMD, right, they're going to be grabbing market share 2027, 2028, 2029. They're not counting on major capex increases at Meta, at Google, at Amazon, at Microsoft, at OpenAI, all these companies, Oracle. They're not counting on that. They don't need that because they're going to be then be grabbing market share. ... AMD finally starts to eat into the numbers really in 2027. And that's because in the back half of 26, the 450 goes into production and that's the chip that everybody and their grandma wants in big tech"
Pending
ELF stock will reach over $200, possibly over $300, in the long term.
"I think ELF long-term is going to 200 plus, if not 300 plus."
Pending
SoFi will become a financial giant with a market cap of hundreds of billions of dollars over the next 7-10 years.
"I just so convinced they're going to become a financial giant. and financial giant. We're talking about hundreds of billions of dollars in market cap long term. And that's why I think SoFi has the potential to go over the next seven to 10 years."
Pending
Salesforce will enter a revenue growth acceleration phase in 2026-2027.
"Salesforce, I don't think people are understanding like the revenue growth rates at companies. They're about to go through a revenue growth acceleration phase in 26 27."
Pending
Big tech's earnings per share and profit margin growth, big share buybacks, and chip spending growth will be challenged over the next 24 months (until November 2027).
"all the three of these four categories are under attack over the next 24 months? What three categories are they? Earnings per share and margin growth, big share buybacks, and chip spending. They're all potentially under attack the next 24 months."
Pending
Some big tech companies will see their earnings per share and profit margins decrease starting in 2026 due to massive depreciation from capital expenditures.
"some of these companies, their earnings per share and their margins could start heading the wrong way in 2026 because of the massive amounts of depreciation."
Pending
Big tech companies (excluding Nvidia) will massively reduce share buybacks over the next few years due to high capex, potentially leading to increased shares outstanding.
"So these companies are going to have to cut back massively on their share buybacks. The only one that I think could get away with doing massive share buybacks over the next few years is Nvidia... So, the share buyback situation might actually get much tougher... which means if anything, the shares outstanding could potentially go up."
Pending
AMD's revenue growth rate will surpass Nvidia's in a quarter between Q2 and Q4 2026, marking 'the great flip'.
"you're going to have a quarter in 2026 where AMD's revenue growth rate is going to be above Nvidia's is revenue growth rate and it's what I'm going to call the great flip... My guess is we'll probably get that quarter between the second quarter and the fourth quarter. I don't think we'll get in the first quarter."
Pending
Big tech companies will most likely experience 10-20% revenue growth from 2026-2028, leading to no substantial increase in capex during 2027-2029.
"my guess is the highest probability is the big tech companies are going to be growing their revenue in that 10 to 20% range 2026 through 2028, right? which means they cannot afford to up capex in any substantial way in 27 28 29."
Pending
Chip spending growth from big tech will stagnate in 2027-2029, causing Nvidia's revenue growth to flatline and potentially turn negative in 2027 and 2028.
"most of these companies are not going to be able to increase their capex in any substantial way in 27, 28 or 29... Which means chip spending ... in terms of the growth... Nvidia's revenues then do what? They flatline. If Nvidia revenues start flatlining... revenues start going negative. Nvidia in 27 and 28 could end up having flattish revenues. These days of insane revenue growth are going bye-bye in 27 and 28."
Pending
Microsoft, Google, Amazon, Meta, and Tesla are predicted to face significant depreciation problems.
"Microsoft's going to run into a massive depreciation problem. Google's going to run into a massive depreciation problem. Amazon's going to run into a massive depreciation problem. Meta's going to have a major depreciation problem. ... Tesla's going to have a major depreciation problem as well."
Pending
The author will buy Amazon shares if the price is under $250, and buy heavily if it drops under $200.
"Amazon under 250, I'll continue to buy that. It goes under 200, I'll buy it heavy."
Pending
Nvidia stock is predicted to remain stuck in the $125-$200 range for years.
"Nvidia stock will basically be stuck in the 125 to 200ish range for years, right? And I still stand by that at the end of the day."
Pending
AMD is predicted to gain significant market share in 2027, 2028, and 2029.
"With AMD, right, they're going to be grabbing market share 2027, 2028, 2029."
Pending
AMD's 450 chip will go into production in the latter half of 2026, leading to incredible sales numbers.
"in the back half of 26, the 450 goes into production and that's the chip that everybody and their grandma wants in big tech, right? And the sales numbers will be incredible."
Pending
In 2026 (likely Q2-Q4), AMD's revenue growth rate is predicted to surpass Nvidia's, an event referred to as 'the great flip.'
"you're going to have a quarter in 2026 where AMD's revenue growth rate is going to be above Nvidia's is revenue growth rate and it's what I'm going to call the great flip. ... My guess is we'll probably get that quarter between the second quarter and the fourth quarter. I don't think we'll get in the first quarter."
Pending
ELF stock is predicted to reach over $200, potentially over $300, in the long term.
"I think ELF long-term is going to 200 plus, if not 300 plus."
Pending
SoFi's market cap is predicted to reach hundreds of billions of dollars over the next 7-10 years, becoming a financial giant.
"SoFi has the potential to go over the next seven to 10 years. and financial giant. We're talking about hundreds of billions of dollars in market cap long term."
Pending
Celsius is predicted to become a 'drink giant' with incredible US and international growth due to its Pepsi distribution.
"company that's on their way to becoming a drink giant. And they got the Pepsi distribution now at this point in time. Like they got a runway of US growth. That's incredible. And then international growth. Like that's going to be insane."
Pending
Fubo's financials, particularly top-line revenue and subscriber growth, are predicted to be strong over the next couple of quarters.
"I'm really excited to see their financials over the next couple quarters, especially that top line in subscriber growth."
Pending
Estee Lauder is undergoing a phenomenal and underappreciated turnaround, implying continued positive performance.
"Phenomenal turnaround going on there. One of the most underappreciated turnarounds, I think, in the stock market right now."
Pending
Salesforce is predicted to enter a revenue growth acceleration phase in 2026 and 2027.
"Salesforce... They're about to go through a revenue growth acceleration phase in 26 27."
Pending
Big tech companies' earnings per share and margin growth, share buybacks, and chip spending are predicted to be under attack over the next 24 months (i.e., by late 2027/early 2028 from the video publish date).
"all the three of these four categories are under attack over the next 24 months? What three categories are they? Earnings per share and margin growth, big share buybacks, and chip spending. They're all potentially under attack the next 24 months."
Pending
Some big tech companies' earnings per share and margins are predicted to decline in 2026 due to massive depreciation.
"some of these companies, their earnings per share and their margins could start heading the wrong way in 2026 because of the massive amounts of depreciation."
Pending
Most big tech companies are predicted to significantly reduce share buybacks (except Nvidia) and potentially see an increase in shares outstanding.
"these companies are going to have to cut back massively on their share buybacks... if anything, the shares outstanding could potentially go up. The only one that I think could get away with doing massive share buybacks over the next few years is Nvidia..."
Pending
Big tech companies are predicted to grow their revenue in the 10-20% range from 2026 to 2028.
"the highest probability is the big tech companies are going to be growing their revenue in that 10 to 20% range 2026 through 2028"
Pending
The company that develops the winning AI personal assistant is predicted to create the most valuable and profitable product in human history.
"whoever wins that as the personal assistant of humans is going to be absolutely massive... They'll be the most valuable product we've ever seen in human existence. ... that will be the likely the most profitable business we've ever seen in human ex existence."
Pending
The author will likely start new positions in three specific, unnamed stocks in 2026.
"Three new stocks I'll start buying. That goes into three brand new stocks that I'm going to start likely positions in in 2026."
Pending