5 Stocks I’m Buying Now‼️ July 2025

"My bull case for Adobe has them growing revenue 12% per year... net income growth of 14% per year... Net income margins of 37% come 2029... a 30 to a 35p is very fair... which puts the stock price in 2029 between $952 and about $1111 plus. This would give me a compounded annual growth rate of 26% on the low end and 31% on the high end here for Adobe."

"This is what I personally expect to happen for Adobe. I think they're going to grow revenue 10% per year on average 2026 to 2029. I think they're going to grow net income 12% per year on average 2026 to 2029. I think their net income margins will get to 37%. And I think they'll be able to easily command a P ratio between 28 and 33... That puts the stock somewhere between about $820 and right under $1,000 a share come 2029, which gives me a compounded annual growth rate on the low end of 22% and on the high end of 27%."

"In my bare case for Adobe, the company only grows revenue 6% per year... Net income growth of only 8% per year 2026 to 2029... you're going to probably put a 20 to 25p ratio on the stock, which puts a stock $511 to $639, which gives me a compounded annual growth rate, ladies and gentlemen, of 8% to 14% under a bare case."

"You should expect net income margins to increase over the coming years. So gross margins could stay flattish somewhere around here roughly, but net income margins could continue to go up quite dramatically over this next 5 to 10 years while revenue increases, while earnings per share increases."

"AMD in my opinion is the next up to join the trillion dollar boys club I call it... There's no doubt in my mind seeing the AMD road map and where this company's headed over this next 5 years that they're going to get to that trillion dollar boys club. It's just a question of do they reach it in 2026, 2027, 2028, 2029."

"The MI400 numbers are going to be unreal for this company. And Lisa Sue's been talking recently about like a 10x performance jump versus the, you know, the MI3300 series... And the Mi400 orders are going to be insane. I think AMD is going to be able to get big money for those chips and they're still going to be able to undercut Nvidia's pricing."

"After the MI400 series, we're have the 500 series, which will just build on the 400 series. You won't hear a lot about 500 till we probably get pro you probably start hearing about 500 series. My guess is late uh probably second half next year in my opinion cuz right, you know, right now we're all 350 and then, you know, everybody's going to be talking about 400 in 2026. So 500 maybe the end of the year or something like that or maybe that's a 2027 uh thing."

"I would not be shocked at all if this stock's 200 plus this year. Not 10 years from now, not five years from now. Not seven. I'm talking this year."

"I think the guidance next quarter which that quarter's that quarter is going to be out probably in the next 30 days that for sure in the next 30 trading days in my opinion that next quarter will be out. I think they're go I think their guidance is going to knock people's socks off."

"I think 2027 the stock worst case scenario is probably 300 plus. But this stock could be a 500 plus dollar stock by 2027. Like if this 350 sells away, I think it's going to sell and then that 400 goes insane. Like I think it's going to go insane. And the price they're going to be able to get on that 400 series. just wait to see the price they're going to be able to get on that 400 series. We could be talking about a $500 stock in 2027 or 2028."

"The exciting thing about cake is their two growth concepts that they're going to be just building massive amounts of locations every year for like the next decade. That's North Italia and that's Flowerchild. Flowerchild's even a bigger opportunity than North Italia. The they've already basically announced they're going to be expanding those both those concepts around the whole United States over this next, you know, we can call 5 or 10 years essentially."

"They have several concepts coming behind theirs like culinary dropout, blanco, and many others that are in testing phase and they're basically testing multiple locations in different cities right now and trying to see are those which one's going to be like the next North Italian next flower child for that next crazy uh amount of growth essentially ahead."

"Imagine, just imagine the dividends cake will be able to pay out 5 years from now, 10 years from now. Think about how many North Italia they'll have 5 years from now. Think about how many flower childs they'll have 5 years from now and some of their other concepts. Can you imagine the earnings per share of the company then? Can you imagine the dividends they'll be able to pay out 5 years from now? Now, let's go 10 years from now. How much more profitable is a company 10 years from now than they are today? 2x, 3x, 5x, 10x more profitable."