I Just Sold Stocks - Here’s Why‼️

"I do believe there's a real potential Chipotle is going to $45 or under... if we have any sort of real weakness in sp500 and the NASDAQ over the next few weeks or the next month there would be a situation that that alone would send Chipotle down to $45 or less"

"if next time Chipotle comes out with numbers... if their numbers are bad let's be quite clear Chipotle uh stock will down considerably it could even go below $40 45 if the numbers are bad 40 45 or below is almost a guarantee but if the numbers are bad it could go below 40"

"we know the CEO just left the company or is about to leave the company he's going to go over to Starbucks and so that's going to be something that negatively weighs in the stock in the short term"

"I would like to see Bitcoin in a a blowoff top situation bitcoin's not doing that right now... I want to see this baby go to the Moon right I want to see everybody that people I want to see people that don't even care about Bitcoin or usually would never talk about it I want to see those people saying oh man got to buy Bitcoin you got to buy Bitcoin when that happens then we're talking but we don't have that right now"

"Toll Brother orders for in 2025 could be weak"

"next year analyst only had them growing down to 12% if they see that big of a deceleration you're not going to be able to command these sorts of PE metrics... if that goes byby and also your earnings per share goes down to 15% and your Revenue growth goes down to 12% you're not going to be able to command these ridiculous valuations"

"it seems like that's not sustainable let's just call it what it is even a 2-year out Ford P 47 it does doesn't seem sustainable"

"if it has some sort of you know next leg higher and it does some sort of blowoff top I might try to slay that dragon and damn that's a dragon to slay there Costco"

"I might like it if we have a blowoff top in in tech stocks and the reason being is a lot of these tech stocks are kind of floundering right now... I want to see a crazy blowoff top I want to see maximum you know kind of like we're talking about Bitcoin earlier in regards to Hype excitement Everybody wants to be in the tech stocks buy the tech stock big Tech big Tech"

"my guess is nvidia's probably going to to up at the $150 to $200 level before the the cycle slows"

"these Cycles usually last 3 to 5 years these Mega uptrends for NVIDIA right so it's likely not dying this year either"

"I believe this stock lately tops in the next 3 to 9 months and I'm talking a a likely multier top not not like tops in the short ter I'm talking like a multi-year top for this stock likely comes in the next 3 to N9 months maybe it makes that move to $150 $200 range and then it starts to come down from here"

"2025 is good for this company as far as our numbers go the reason being is I think the Tesla orders are going to keep coming in for the Tesla order and their chips meta is going to keep ordering their chips in mass in 2025"

"I do think we're going to see a substantial slowdown in 2026 so people are going to start worrying about that and freaking out about that likely in 2025"

"my opinion is nvidia's growth rates in 2026 are going to be anywhere from positive 10% to - 10%"

"you're starting to hit the law large numbers after 2025 for NVIDIA where it gets damn difficult for them to keep uh you know having these 30% type growth rates"

"you don't get Nike almost ever down on a 5-year basis like we're in a freak situation here and I got to take advantage of this freak situation we're in right now right because this will not be lasting here this will not be lasting in my opinion right"

"it's not going to last in a event the stock will make it to the other side"

"I believe this Stock's probably bottoming sooner rather than later"

"my hope is they report uh earnings on Monday my hope is earnings aren't good conference call isn't good and the stock goes lower again that's my hope but I'm very concerned that this stock is going to start going up here and I'm not going to get my position built as quickly as I need to"

"but that's not lasting what is lasting is Estee lauder's Brands"

"it'll emerge a stronger company in my opinion over the next 5 years than it was over the past 5 years"

"as the global economy gets better over the next few years which I do believe the global economy will get better over the next few years I do believe estate Lauder will benefit massively from that"

"and their business in China their business in in Asia in general their business in the Middle East the business in Europe will see big bounce backs over the next several years and then North America should come around very nicely as well"

"I think to Brothers is going to come through with very nice home sale numbers I told brother is going to come through with a very good conference call I think management team's going to be confident I think they're going to talk about their businesses uptrending... My hope is great numbers accelerating business great conference call stock booms and then uh you know everybody gets gassed up about interest rates coming down right everybody wants to get in the home builders toll goes to 150 toll goes to 200 and then we come in and uh we knock that little dragon down right"

"I'm going to likely be looking for my hedges in the fourth quarter of this year that's usually when I like to buy my hedges and go ahead I mean usually a lot of times in Q4 it's a good time for the market in general so I like to kind of plan out my hedges for the next year for 2025 at that particular time"

"keep in mind mortgage rates could be going down here high probability they go down over the next 12 months"

"if simultaneously prices of homes are coming down let's say in 2025 cuz too much existing inventory is hitting the market then we're talking then we're in business"

"once people start to see the revenue Trend the way I think it's going to Trend here in the margins Trend the way I think they're going to Trend I think it's going to be night night and I think you're going to see a lot of people want to come into a stock like this very very quickly and keep in mind if the Russell starts rolling major these stocks like the planet they they're like they're like call options on the Russell so the Russell's been a lagger for years if that baby starts to come to life because rates are going to go down and we don't see that major recession we don't see that hard Landing a stock like the planet's going to do amazing in that environment"

"the fundamentals are about to get massively better for the company we're already seeing the starts of that like we're in the first inning of seeing the fundamentals turn around you're going to see inning number two come next quarter inning number three come the following quarter"

"I think the fundamentals of business are going to end emerge a lot stronger over this next year or two then when it win from 50 to $7 years ago I think you'll see the fundamentals come around a lot faster this time"