let's talk about the top seven stocks for 2025 and as always I'm not about to hold you hostage in this video as I do in every video the bottom line always comes first the analysis comes second because I value your time and I don't need the extra ad money by holding you for another two or three minutes on a video you don't want to watch I've made a lot of money over the past few years by investing in paler and Tesla and the S&P 500 which makes me kind of not care about add revenue on YouTube now look the list is very simple I'm giving it away in the beginning of the video yes I'm not lying the list write it down AMD Google Nvidia Tesla paler Amazon and meta in no particular order the order was absolutely random in case you're wondering now look first of all I hope everybody had a relaxing and an enjoyable New Year's with your family with your loved ones we obviously had to bail out grandpa again on New Years but that's already part for the course the police department knows so everything is good now let's start right away because I like to go straight to the point so let's start with the first name I just dropped AMD now look AMD is probably one of the most misunderstood stocks in the market I know it's not great I know it has problems but it is absolutely misunderstood and it lacks all the hype and the hoopla stocks like Nvidia paler and some other names like micro strategy it's not a hype name right now and that's exactly why I'm interested I like stocks that are beaten down stocks that are not hyped up I just want to remind you that I was excited about pad at $6 when nobody was thinking that's a good bet right now you're getting AMD at 23. 4 forward PE that's not expensive below 24p for a company of this sorts is actually quite interesting why well look Nvidia basically is the gold standard of the industry as far as data centers goes right that is true broadcom is probably second AMD is a distant third however it is currently being priced as if it already has died as if broadcom and mostly Nvidia basically took 100% of the market now as I'm about to show you right now that is never close to be true while AMD is far far behind too far which is a strategic mistake they're not dead in the water yet in fact quite the opposite they are about to carve out a piece of the market for themselves you see unlike Nvidia and even unlike broadcom AMD does not need to be the number one in the market as far as data centers it just needs a piece of the pie it's not as big so for this stock to do very very well it just need to be a part of the game now AMD is definitely behind no doubt but it's not over you see because what we're talking about here as far as the data center Market it's massive you just heard the Oracle founder CEO Larry Ellison talk about the fact that he was begging Jensen to give him some more chips nvida is currently not just a monopoly they're currently basically a drug dealer everybody wants what they have they either don't have the capacity to sell it to people because there's so much demand and just a limited amount of pieces they can churn out every quarter but also the price is insane because of the high demand if you look at the market and you say well look a lot of these companies will need chips a not everybody can pay Nvidia prices and B there's just not enough for all the other demand in the market so if you look at the capacity and the fact that AMD can give you a cheaper product and also solve a lot of problems and you've also kind of looked at the MD track record they went up against Intel and actually not just carved the piece of that market they basically killed Intel so AMD have been there before the market needs a cheaper alternative and just generally Market needs another player in this data center business and again AMD does not need to be number one nor do they aim for that but if they solve the problem of the price and the capacity they will generate some income and it's actually already happening this is what most anals are not telling you look at AMD right now AMD last year did $7 billion of revenue from data centers right this year according to management guidance they're about to double that and generate about 14 billion so even though the numbers are not insane this is not Nvidia numbers but they don't have to be the fact of the matter is AMD is about to double their income from data centers which means they don't need the massive amount of sales and vide generating to grow net income over the past 12 months Grew From 200 million to 1. 8 billion that's an 800% increase while at the same time operating expenses went down by 1.
5% which is incredibly insane and good if you think about it while operating income went from 90 to 1. 4 billion at the same time debt went down by 40% in the last 12 months and currently MD is at $4. 5 billion of cash and 1.
7 billion of debt which is a setup I absolutely love lots of cash not a lot of debt and the net income margin just goes up and up and up and the companies generating sales they're not dead at all in fact they're getting better now according to my own DCF the current price of the share should be $155 based on the data that I have in front of me I look at the market right now the market is pricing the stock at $122 which means AMD currently has 26% upside now that's not a huge number but again we're playing the smart game here we're not going for shitcoins we're going for wellestablished companies with great fundamentals and AMD such at this price it's definitely interesting now if you look at my fiveyear pricing model the bare case I have it at 131 and the midc case is $19 and my fiveyear bullish price target for AMD is $37 very very interesting now let's let's move on to Google and Google's actually trading at 21. 5 4p even lower than AMD at 31% operating margin they have great margins they're an advertising monster 80% of their business is advertising right now the margins are insane and they have one of the cleanest most beautiful looking balance sheets in Tech and their Google Cloud business is expanding YouTube is growing AI is definitely becoming a thing with Google they're definitely behind but they're getting upd and they have a massive cash pile now the reason why Google lagged the tech industry I think because of a lot of regulatory pressures but I think with the new Administration with President Trump and what I think would be with the FDC and the whole policy of going after the big Tech going away I think those regulatory pressures on Google will alleviate if not go away at all another thing that people feared is that the policy of the FED is going to cause a recession and then the first thing to go in the recession is advertising budgets which is bad for Google but recession fears are basically over soft lending confirmed inflation went away so it looks good for Google on all fronts and if you look at their position right now they hold a100 billion in cash 11 billion in debt and they've reduced their debt over the past 12 months by 60% net income almost hundred billion grew 41% over the past 12 months while operating expenses to generate this all this extra money only went up by 3. 6% that is incredible now my DCF price target for Google today is $228 versus the current price of $190 which is a 19.
5% upside and my fiveyear price Target bare case 222 midc case 279 and bull case 333 it's a lowrisk low reward but it's a smart play and it actually can surprise you to the upwards now let's talk about Nvidia now Nvidia has lot pricier than Google 324p it's not horrible but it's not as cheap but look at the operating margins 63% that is insane and a lot of people say well this margins they'll go away because you know the cycle of all the adoption of the infrastructure no no no no no Nvidia always had high margins just ain't new if you look at the history of Nvidia they have always had high margins the h100s right now are the new industry standard they have the best software for AI data centers they have a huge mode plus you get the gaming segment pretty much for free at this point there's a lot of high expectations sure the cyclicality ahead sure there's competition ahead sure but when not in the next few years it's not anytime soon so with $35 billion of cash only 10 billion of debt and it's actually been reducing debt by 9% over the past 12 months with $53 billion of net income which is 400% increase from the past 12 months with Revenue increasing by 200% of the past year and operating expenses only up 30% to give you these credible numbers this is a really really good good solid company not an expensive valuation and shockingly Nvidia is not that spicy now DCF valuation I currently have at $175 versus the current price of 136 which means 28% upside today and my fiveyear price target for NVIDIA is bare case 190 mid case 297 and bull case $45 don't sleep on Nvidia many have before and many have been punished for that now amzn Amazon 36 forp you got to buy for the AWS business not the retail business the retail business has horrible margins no upside the AWS is where the money is at massive growth massive margins net income currently at $50 billion while only increasing operating expenses by 4. 2% again you're seeing a trend here I like companies that can grow and scale without spending more money for all this extra Revenue free cash flow is $43 billion up 150% over the past 12 months DCF value right now for me 287 versus the current price of 222 that's a 29% upside on Amazon fiveyear price targets 278 bease 391 midc case and 5504 $54 for the bull case now let's talk about meta now meta is just a monster it's a behemoth I'll show you in a second now the 4p is only 23. 6 which is incredible to me given the fact that you're looking at a company that's pretty much monopolizing the advertising industry along with Google 40.
7% operating margin $55 billion of net income a grew 86% over the past 12 months and again you have to look at this company Beyond just Facebook you have to look at the ecosystem the WhatsApp the Instagram all the social media networks you have to look at the cheap Roi Advertising Solutions they provide that nobody can compete with it's a fortress financially as far as the balance sheet look the numbers are insane $70 billion cash on $28 billion of debt only but the debt has decreased 20% over the past 12 months and that's why my current DCF price target for this is $680 up 14% from the current price in the market of 598 bare case 5year Target 978 midc case 1513 and bull case $248 in 5 years which is incredible again these are not predictions these are valuations and these are estimates now I haven't mentioned two other stocks on this list which is Tesla and paler that is because I've made countless numerous videos giving you my valuations price Target but if you kind of want it today it's very simple I think paler is going to go to $500 which is something I said when the stock was six and people laughed at me not laughing anymore and I think Tesla is a $1,400 stock again very much undervalued despite all the hoop around it right now I get it all the haters they just want to hate or sometimes just people just missed out and they feel bad and they have to punch holes in the bull pieces it's okay it's not for everyone I'm not going to reanalyze Tesla and paler here I've done it before many many times and you have to understand there's no guarantees in this business I mean anything can happen a lot of this can be just me being wrong which has happened before I'm not God you know I make mistakes I'm just a human being we can have geopolitics basically throw a monkey wrench into this we can have a crisis a recession a stock market crash a million things can happen that can derail this train but based on what I'm seeing today these seven stocks I'm really excited about and I think they're worth your time to research but I do want you to pay attention to what I just said research not buy it because some idiot on YouTube told you he's excited about these stocks do the work which basically means three simple principles learn how to save more money how to invest longer and how to pick better if you do these three things you will be fine if you want to get better at this if you want to get more of this more of this analysis if you want to learn the skills to do this yourself get better at this long term join our Academy Roy Academy we have a few spots left patreon.