🚨The 5 Stocks Print Millionaires (but most will be investing wrong)

[00:00:00] Speaker 1: We have one of the greatest wealth-making opportunities of our lifetime, literally right here on our doorstep, and everyone will miss it, except a few smart investors that will understand exactly what's going on, will have the correct strategy, and will deploy capital accordingly. In this video, I'm going to make sure you're part of this little exclusive group, and guess what? None of this is behind a paywall. Everything is going to be given to you free in this video, so don't click nothing, don't smash nothing, don't buy nothing, just listen and pay attention. Now, I could just give you a stock list right now in 30 seconds, and if you just take that list without the foundation, without the system I'm going to show you in today's video, it will be literally worthless. The whole point is understanding the process, having the foundation, and then applying it to the list. So in this video, I'm going to give you, obviously, in the beginning, I'm going to lay the foundations, I'm going to explain the system, but then I'm going to give you a list of five stocks that I think will absolutely make millionaires in the next few years, that will change lives. The fifth is the one I'm most excited about, and then after that, I'm going to give you a list of another five stocks that are just up there in the same category. So this entire list is going to absolutely change lives, and I want you guys to have it. So stay, listen, put away everything and let's get to it. Number one, we know for a fact that the stock market gives us 10% per year. That is statistics. Okay. We also know that somehow in a market that only keeps going up 10% per year on average, we have 90% of retail investors losing money. That's almost inconceivable how insanely unprobable that is. On top of it, we know one thing, that focus is the key to being in this 10% group that actually makes money in this market. Because like everything in life, we follow the 10-90 rule. 10% of investors in the stock market make 90% of profits. You want to be in that group. And in this video, I'll show exactly how for the next five years, for the next 10 years, so you have the entire foundation, the whole understanding of the system. And I'm going to add five stocks that I'm super excited about, one that I'm absolutely insanely excited about, and another five that will be just right up there as well. Now, right now in the market, we have absolute constant nonstop noise. The Strait of Hormuz, and Ukraine, and Iran, and the Fed, and Mr. Warsh, and the rates, and the macro, and the unemployment, constant noise. And this constant noise serves as a massive distraction that prevents a lot of investors from making money in this market. I've been saying this for the past five years, and I've been right about it every single time. The other problem, the second problem investors have, is that they don't understand volatility. People treat volatility as a bad thing, as a horrible thing, as a scary thing. Oh my God, the stock is down. Tom, what should we do? Oh my God, the stock is up. Yay, Tom, you're the best. No. Volatility needs to be understood for what it is. It will never go away. And exactly, this is the part that most investors misunderstand, that volatility is how we make money. Not by trading, not by options, not by gambling, but we're using volatility to actually create generational wealth through smart deployment of capital over long periods of time into quality businesses. Buy better companies, hold for longer, make money in the stock market. The formula is as simple as it gets. Now, these things I'm going to share in this video, this is what great investors do. I'm going to show you everything. I'm going to show you all the system, the entire process. And I'm also going to give you my top stocks list for the next five, 10 years, because it's absolutely unbelievable how insanely valuable that list is. You don't want to miss this. Let's go to number two. So number two is this simple chart. A lot of investors ask me, well, Tom, why should we invest in a market that is so overvalued? Everything is so expensive. All the stocks are flying up. Micros is up 600%. This stock is up 400%. Everything is just flying up. Why should we even invest? Let's just stay in capital. Let's save money. So when the market actually crashes, then we're going to buy in. Well, look, you can definitely not be in the market, but not being in the market isn't free. In fact, there's a huge cost of not being in the market. Most investors do not understand, even in an expensive market like we have right now. And I'm not here to lie to you. I'm not going to pretend like this market is dirt cheap. No, this is an expensive market. You're paying a lot of premium for quality right now, but staying out isn't free. In fact, it's going to cost you. Check this out. If you are investing money, this is what's going on with your money. It's growing exponentially. If you're saving money, you think that you're doing this. You're just adding money in a linear fashion, right? But notice this N. This N stands for nominal. Why? Because inflation is eating away the real value of your money. So while the S&P did 10x since 2009, your money sitting in the savings account literally did minus 50% because this is what inflation did to your purchasing power since 2009. If you were in cash for 16, 17 years, you have lost half of your purchasing power. If you were in the stock market, just sitting in an index like the S&P 500, you have 10x your money in that same time. Being not invested has a huge cost. That's the one thing I want you to understand. The second thing I want you to understand is that right now, everybody's talking about Iran, this, Iran, that, and Trump and the straighter rumors and all this garbage nonsense that is absolutely irrelevant. Media wants you to think it's relevant because that's how they make money from your attention, from your fear, from your panic, all these headlines. It's nonsense. The one thing you need to do is look at the S&P 500. This is 2009 right here. This is present time. The market has done from 800 to 7,500. This is almost 10x in 16, 17 years. Look at how much crap happened in the world in this time. How many wars? How many pandemics? How much life-ending crises? All of this shit happened over the past 17 years. And guess what? The S&P just 10x itself. And it's going to do it again. And every time the naysayers will say, well, this is the end of the S&P 500. This time it's different, Tom. The S&P has ran its course. Keep betting against S&P 500. Let's see what happens, okay? The other thing I want you to see is this, okay? Being a bear does not pay long-term. The red ones are your bear markets throughout history, okay? This is from 1928. This is 100 years of data. The bears never get paid. Look at the bull markets, the blue ones. Can you even see the red? No, you can barely see this. The bull markets last longer. In fact, five times longer. They're way bigger. It does not pay to be bearish on the market long-term. If you're a long-term investor, it pays to stay invested even in an overvalued so-called market. Because at the end of the day, this is going to keep happening. The market is going to go up, it's going to crash. It's going to go up, it's going to crash. But every time it does this, the value will go up. This doesn't happen in a straight line. It happens in a 45-degree angle. So the lowest point of the next cycle is always higher because the market keeps on getting better. But this will keep happening and people will panic here and sell and they'll get excited here and buy, which is literally the opposite of what you should be doing. And I'll show you right now how, why, and exactly what, because we will talk about the stocks I want to show you. But what most investors do not understand, and this is the core principle of the entire system, is that the best time to buy is where, here, in extreme fear. You want to buy when there's blood all over the streets, even if that blood is partially yours, because this is when you make money, in extreme fear, in panic. Not here when everybody's greedy. This is the hardest part about investing. Understanding the flip. This is extremely hard mode. This is super easy mode, but most investors flip it and they don't understand they're doing a huge disservice for their own portfolios. Now, let me show this, okay? The greatest time in history to invest is when we have transformational developments. The invention of the internet, electricity, right? ChatGPT comes out. AI starts a couple years ago, right? Right now, we're in the first innings of the AI transformation. And it's going to create so much wealth, so much generational wealth, but it's going to do it for so few people because most investors will not get it. That's the sad part. Most will get it wrong. They'll invest in the wrong things. They'll buy the shiny new things, the exciting new stories. They will buy into stuff that are not going to make them a lot of money, okay? Look at what's going on right now in the market. The last 12 months, everything is bipolar. Sentiment is going up and down, up and down. It's just insane a world right now. The headlines are all over the place. One day is great. The other day is bad. Everybody's so confused. And the sentiment right now is that the market is bad. The sentiment is that we're having a bad year, right? Look at what the S&P did over the past 12 months. 20% were currently in the fourth year of the massive bull run already in August. Well, not in August, in July, but already in July, half the year has gone by. We're already doubled on the average, okay? Even though it feels bipolar, all you got to do is just sit in the market. Over the past five years, the S&P did 80%. 80% five years. Timing the market does not pay. Time in the market pays. That's the lesson I want you guys to understand before we go through the top stocks list for the AI revolution, okay? Now, let's talk about this. Now, mainstream media is starting to get this. We're seeing more and more these so-called experts understand that, yeah, okay, AI is real. I guess the AI is in the bubble. I guess it is what it is, right? Except one Michael Burry who still thinks that this is all fake, okay? MSM is starting to get it, right? But as always, too little, too late, okay? But guess what? Here's the thing. Still, most of investors do not understand one core principle, which is this whole thing is divided into two waves. The AI revolution is going to happen in two waves. Wave number one is the big hardware splash we've seen. We've seen the investments in NVIDIA and in Micron, and we've seen all of this play out, and now everybody's going for wave one. Everybody's trying to get in on hardware. Oh, my God, Micron. Oh, my God, memory. Oh, my God, chips. I'm not saying that semiconductors are finished. Not at all. I'm just saying that there's a next wave coming, and this is wave number two. And in wave number two, you still have a lot of capex going into hardware, but it's now starting to slow down. So as capex spending eventually, inevitably, starts to slow down in wave two, the money is going to flow in other directions. So if you want to get rich over second wave of AI revolution, you have to figure out one thing. It's like, who will be the winners of wave two? If you can figure this out, you'll make a lot of money. If you're going to be chasing wave one while we're already in wave two, you're going to be lagging the market, and you're going to be sub-performing, basically, actually missing the second wave, because every single time this happens, investors are still stuck in the previous story, not getting ahead of the curve, which is exactly what I want to show you in this video. So there's literally eight layers of this whole AI revolution that you need to be paying attention to. And as you notice, none of this says large language models, because large language models, whether it be Anthropic, whether it be Chagipity, whether it be Gemini, they're worthless garbage, okay? They're commoditized crap that will never make money because they are in an extremely saturated market with tons of competition, and they're in a huge race at the bottom as far as costs, okay? While they're in this race to reduce costs, these eight layers will make a shit ton of money. Whether it be software, whether it be energy, whether it be cloud, whether it be data infrastructure, cybersecurity, storage, networking, and of course, physical AI is super important. Although this one is probably the most remote as far as timeline, and that scares a lot of people. I get it. But this one has so much potential. Again, have to wait, have to be patient. Not everything happens quick, especially not in the world of investing. So history shows us one important thing, and that is that every time we have a transformation, technological change that basically brings so much innovation, infrastructure makes the money. It's not the gold diggers. It's not the miners. It is the guys who are selling the dynamite, and the jeans, and the shovels, okay? Public attention is always going to be on the shiny new toys, the new LLM, and this and that. But the cheaper AI gets, think about it, the cheaper AI gets, the shiny new toys, the large language models, they become cheaper. The margins compress. They make less money. But as these margins compress, as AI becomes cheaper, guess what happens? There's a paradox. As this happens, because AI is becoming cheaper, the demand increases. The more demand of AI we have, the more infrastructure we need to operate this AI, which means more money from infrastructure. You want to be investing in AI infrastructure, not in the shiny new toys. Let me show you exactly what this means, okay? So, everybody says right now, oh my God, Tom, the CapEx cycle is over. No, it's not. No, it's not. You know how I know this? Well, there's a very simple way to check this. Did AI progression stop? Did AI stagnate it? Do we not see innovation in AI? Is it basically Apple on crack? No, because AI is still advancing, and it's advancing in Herculean speed. It's advancing in its exponential jumps. As long as AI does not stagnate, the CapEx cycle is far from over. You have to understand that, and that's literally very ridiculous to say, oh my God, the CapEx is, how? How is the CapEx slowing down if AI advancement is going through the roof still, okay? So, there are four layers of making money from AI, okay? Compute and semis, cloud, power, cooling, orchestration, and physical AI. And I'm going to show you what I think are the best stocks, the best companies in each of these, so you can build a portfolio that's tailored for this exact idea, for this exact concept, okay? Let me start with this, okay? Number one, even though it did very well in wave number one, NVIDIA is still going to be a huge beneficiary of wave number two. Why? Because they build the engines, and they also build the software that basically runs these engines. There is no AI without these engines and without CUDA, the software, okay? And there's a huge misunderstanding when it comes to these, is that, oh my God, the chip cycle. Look at, you know, what happened to the dot-com crash with Cisco. The chip cycle is very different than telecom cycle. Let me just tell you that, okay? The other thing is, the switching costs from continuing to buy NVIDIA gear is insane. It's literally not possible to switch. Look at what's going on right now with NVIDIA. 63% operating margin. Massive mode. 23 forward PE. That is so ridiculously low. 60% operating income growth and 65% revenue growth. All of this is happening with NVIDIA, while it is also scoring 88 of 100 on our stock EVP scorecard. One of the highest scoring companies. But wait, wait till I get to number five, because that scorecard is going to blow you away how high it is, okay? Number two on this list, it shouldn't surprise nobody, it is ASML. The company out of the Netherlands of all places, places where you can find bicycles, a lot of canals, and ASML, okay? This is the company that builds the machinery that builds semiconductors. They are literally a monopoly. TINA means there is no alternative. They're the only ones who are building machines. There are no semiconductors without ASML, and they cannot be competed with. It is impossible to compete with ASML. It's going to take you 15 years just to build the facilities, not alone. Even the contracts and the networking, nobody's ever going to compete with ASML, okay? We're talking about $11 billion per year operating income, 25% operating income growth per year, a 35 forward PE, and 16% revenue growth per year. And they're scoring 80 out of 100 on our stock EVP scorecard. Another wonderful company that is literally, just like NVIDIA, monopolizing their category. This is exactly what you want. Number three on our list is Arista Networks. Now, you can check when I started talking about Arista. It's been added to our top stocks list for the past three years. And you can check how much money people have made from the stock, right? Networking is one of the most critical parts of cloud computing. This is the networking standard. It's the backbone of cloud computing. These are the roads on which these cars travel that NVIDIA builds, okay? We're talking about 88 of 100 score on stock EVP. Revenue growth of 30%. Operating income growth of 31%. At 41 forward PE and 43% operating margin. This is one of the best businesses in the AI. It's absolutely boring. Nobody's talking about it. And it's absolutely smashing it, okay? Let's talk about another business. Vertiv. A stock I actually added to my top stock list a while ago. And we had a wonderful performance from it. But it's still not too late to own Vertiv. Cooling is going through the roof. The demand is insane, okay? It's only going to get stronger and stronger. They're growing 27% revenue per year, okay? 10 billion as it stands. Check this out. Their operating income is up 37%. But wait, it's now at 2 billion per year. Just three years ago, it was 200 million. In the past three years, Vertiv have 10x their operating income. And they're trading at 37 for PE. That's it. And 80 out of 100, about 80 on the MVP scorecard. Now, number five and the one I'm most excited about is Palantir. But wait, before you shoot me down, Tom, Palantir again. Hold on. People have been bashing me for this pick since it was $6, $10, $50, $80. Tom, Palantir again? Yeah. It's now at 130. All of these people who are bashing me here are now outside this market saying, oh my God, I wish I listened to Tom. I wish I listened to him at 6, at 10, at 50, at 80. Why? Look at the fundamentals, my guy. Look. It's 56% revenue growth, 360% operating income growth, 84% free cash flow growth, 45% EBITDA margin, a rule of 40 of 140, which might be the highest in the entire stock market, okay? And at 62 forward PE, that's not even that expensive. And it's down 10% over the past 12 months. And since November 2025, it is down 50%. It is trading at a huge discount. This is literally the operating system of the software world of AI. There is nothing else. There is no alternative. This is the NVIDIA and ASML of software. This is the operating system of the AI infrastructure. It's not going anywhere. It has no competition. And it's absolutely, insanely undervalued at 130. Remember when I said this. Now, there are, of course, a few stocks I want you to pay attention to, okay? Obviously, Tesla is the robotics AI leader. Now, if you look at Tesla fundamentals, they look like trash. That's because they're actually pivoting into this robotics, right? And that's a huge misunderstanding that's going to create a lot of wealth. Same with Microsoft and Amazon. The CapEx gap. Oh, my God. Microsoft and Amazon spending so much money on AI. Guess why? Because they'll make so much money back. But again, another misunderstanding. Google, with the TPUs, is going to become the best cloud provider in the world because their margins are going to be through the roof. Constellation Energy, CEG, is the nuclear energy that everybody must hold because this is going to be the key to data centers. Same with Bloom Energy, BE. On-site energy is going to be critical. And CrowdStrike because cybersecurity is probably one of the most important and underrated aspects of managing AI in the modern world. Now, if you actually want to get access to my full list of my top stocks with over 25 different stocks that I love, patreon.com forward slash dogmash, go there right now, get this list. It's available for every Academy member. Also, I want to give you something for free for staying this long. Go right now to the description of this video. Go to the pinned comment. There's a link to my complete investing playbook. Everything I'm going to do for the next 5-10 years, it is yours for free. Go get it right now, enjoy it, don't click nothing, don't smash nothing, don't buy nothing. I'll see you in the next one, peace.