Published: 2025-05-01
Status:
Analyzed
Predictions from this Video
Incorrect: 0
Prediction
Topic
Status
Amazon's net sales growth will be at least 11%, potentially 12% or higher, leading to an acceleration phase of revenue growth for the June quarter of 2025.
"I would expect minimum net sales growth of 11%. Bare minimum but maybe up to 12% or higher which is very important. You know why? Because if they do that upper range they're going to have an acceleration of revenue growth. So what we are about to likely go through in regards to Amazon here as an acceleration phase of revenue growth for Amazon..."
Pending
Amazon's operating income for the June quarter of 2025 will exceed $17.5 billion.
"they're probably going to do over $17.5 billion of operating income, which will be a huge, huge increase, right?"
Pending
Apple stock price will trade between $180 and $220 for the 6 to 12 months following May 1, 2025.
"Apple is stuck in the 180 to 220 range... for the next 6 to 12 months, the stock is just stuck. It's stuck in the mud probably between about 180 and 220"
Pending
Amazon's revenue will grow an average of 12% per year from 2026 to 2029.
"So I have Amazon growing revenue on average 12% per year 2026 to 2029."
Pending
Amazon's net income will grow an average of 20% per year from 2026 to 2029.
"I have them doing net income growth of around 20% a year from 2026 to 2029."
Pending
Amazon stock price will be between $210 and $250 in 2026.
"the stock next year will be somewhere, let's call it between about 210 and 250."
Pending
Amazon stock price will be between $250 and $300 in 2027.
"The stock in 2027 will be somewhere around, let's call it 250 and about 300."
Pending
Amazon stock price will be between $300 and $360 in 2028.
"2028 would be, you know, we can call it about 300 and about, you know, 360, right?"
Pending
Amazon stock price will be between $360 and $440 in 2029.
"And then 2029, we should have a stock somewhere between about $360 and about $440 somewhere in there, right?"
Pending
Amazon stock price will double before 2030.
"I'm expecting Amazon stock to basically 2x in price before 2030, right?"
Pending
Amazon's operating margins will substantially increase over the next 5-10 years.
"the margins you're looking at today are nothing nothing compared to where Amazon margins are going to be out five years out seven years out 10 years from now."
Pending
The growth rate of capital expenditure for big tech companies (e.g., Meta, Microsoft) will significantly slow down in 2026 compared to 2025.
"2026 is a year that you will start to see very slow growth rates in regards to how much these companies are spending versus what they spent in 2025."
Pending
Big tech companies will see significant returns and increased profits from their AI investments, leading to a substantial stock rally starting in 2026-2027.
"you're going to start to see a lot more results, a lot more money pour in for these companies that have been doing all this spend, which is going to be, you know, in my opinion, very, very fun times. And that'll be the next huge leg hire for a lot of these u you know obviously a lot of these companies that are spending aggressively there."
Pending
The Fed will begin its second interest rate cut cycle within 60 days (from May 1, 2025), making multiple cuts, possibly four consecutive 50 basis point cuts.
"what we're going to see is a second cut cycle start here probably in the next um my guess is in the next 60 days. Um they'll start their next cut cycle and then it's going to be cut after cut after cut for a while. I'm just trying to figure out are they going to cut 25 basis points a time or 50 basis points. I think that's really the only debate at this point in time, right? Um, if I was them, I'd lean toward 50 cuts. Uh, 50 basis point cuts each time. Um, and probably line up four in a row."
Pending
The market lows for 2025, observed in early April (S&P 4800), are in for the year unless a black swan event occurs.
"I told you guys lows are already in unless you get another black swan event, right?... the only way we got to lower lows than what we had there in that early April time is if you got another black swan event. Other than that, you're good."
Pending
The US dollar has likely reached a multi-year top and its trajectory will be weaker.
"I think we made a probably a multi-year top in the dollar. The dollar is overvalued... the trajectory of the dollar is weaker"
Pending
If the market experiences a strong rally in Spring/Summer 2025, it will be followed by a 'big sharp nasty fall' in Fall 2025.
"if you get a riper rally throughout the spring and into the summertime, you know, don't be surprised if then come fall time, we get a fall in the market, a big sharp nasty fall, right?"
Pending