Financial Education on $CAKE (Oct 28, 2026)

Cheesecake Factory. Well, this company surprised people here today because they announced an amazing and impressive quarterly. I mean, an absolutely unbelievable quarterly . A + rating.

Good. And oh, the stock didn't rise. It's down 2.5 percent and people are wondering what's going on, man. It's an amazing quarter, yet it's down by 2.5 percent. correct. Third, cake. The same thing. Buy or sell?

The next one is the "Cake" stock. Let's talk about whether this stock is a buy or a sell, and then we'll talk about AMD and what these results mean for AMD stock going forward.

Well, I don't know if you've seen the video I posted on the Reactions channel last night. The reactions channel, if you are not following it. Its name is "Jeremy Leviev Makes Money".

That video has garnered around 90,000 views so far. Published 23 hours ago. But in that video, I talked a lot about "cake". So if you want more talk about "Kik," as well as the many other important topics I've covered, including the best opportunities in the market I see right now, then definitely watch that video.

Good. But here's the thing. The numbers, a very excellent report from "Kik". Revenue growth came in much better than expected. Profit margins came in much better than expected.

The company's profitability is exploding. Income from operating activities increased by 101% year-on-year. This is unbelievable. Based on a 14% increase in revenue. I mean, this is ridiculous.

Net income increased by 92%. Earnings per share increased by 80%. We were talking in the private group, and one of our members was saying that revenue growth of 14% was insane.

We didn't expect that. I said, "Neither do I." They far exceeded my expectations. At first I thought it was a typo, then suddenly I saw revenue growth of 14%. I thought it must be a typographical error by the "Kik" company.

No, it wasn't a typo. I said: What? This is unbelievable. And now, in addition, I put this in the stock group's Discord chat because I listened to the group call. During the conference call, they asked for more guidance on the number of Flowerchild branches, and management said they expect to open 11 to 13 branches next year, compared to approximately seven branches this year, right?

I said I would have preferred more. However, it is a step in the right direction. I said that by 2030, Flowerchild should be a major driver of revenue, profit margins and earnings per share for the company as a whole.

I am not saying that it does not have an impact now, but based on its position in 2030, its impact should be very significant. This is very exciting because Flowerchild is increasing margins significantly, and when you look at the future of this company in a few years, you can see a company with much better profit margins than we see now.

By 2030 we might be talking about a company with net income margins exceeding 10%, right? Instead of the company we are used to with net income margins ranging from 2% to 5% or 6%.

Now we may be talking about net income margins exceeding 10% within a few years. This is extremely exciting, especially with a revenue base that continues to grow over the coming years.

Isn't that so? So, when I look at the whole thing, I would say this stock should definitely be held until the 2030s. There is simply no reason to give it up. You have numbers that are coming in much better than expected.

You have a clear roadmap. It's not just empty promises like some companies that try to convince shareholders that they might do something someday and it will be great and so on.

No, no, no. It's crystal clear. The game is very simple for them, isn't it? Continue creating lists as they do, right? Prices are raised from time to time on different products, isn't that right?

Keeping expenses under control. They continued to open numerous Flower Child and North Italy branches throughout the United States, in addition to their other concepts. Good implementation of all of that.

Boom. You are presented with a growth roadmap spanning more than 10 years for this company. It is quite clear how they can achieve that. When you are in a situation like this,

During the conference call, they asked for more guidance on the number of Flowerchild branches , and management said they expect to open 11 to 13 branches next year, compared to approximately seven branches this year, right?

I said I would have preferred more . However, it is a step in the right direction. I said that by 2030, Flowerchild should be a major driver of revenue, profit margins and earnings per share for the company as a whole.

So, when I look at the whole thing, I would say this stock should definitely be held until the 2030s. There is simply no reason to give it up. You have numbers that are coming in much better than expected . You have a clear roadmap.

This is what we look at with " Flower Child". They have expanded into enough major cities now that it is clear they are being hugely successful. And so, the same applies to " North Italy".

So, it's quite simple, you've got the idea, haven't you ? It is quite clear how they will be able to expand the company and continue to grow more and more.

Former President Barack Obama sparked a major political controversy by comparing President Donald Trump's White House renovations to a " Cheesecake Factory" chain of events during his campaign for the Democrats ahead of the 2026 midterm elections.

Obama mocked Trump's extensive, gold- filled redecorating projects . The White House made it look like Hussein had opened a "Cheesecake Factory". Gold is everywhere. Trump's reaction was to describe Obama as not being smart and as a bad president.

He said, "This is the Cheesecake Factory." Can you believe that? It is a very successful company. He doesn't like successful companies. So, it was a very amusing exchange about "The Cheesecake Factory" between President Obama and President Trump.

But the moral of the story here is. Thank you so much to President Obama, and thank you so much to President Trump, just for engaging in this conversation because it got everyone talking about "The Cheesecake Factory".

And ultimately, they are the ones who benefit from this. I don't think Obama benefits. I don't think the Democrats benefit. I don't think Republicans and Trump benefit. It's just a silly squabble.

But a lot of people have started talking about "The Cheesecake Factory" amid this controversy, and I say, " That's great." "It's the best thing ever." What a massive free publicity stunt. I mean, it's ridiculous, isn't it?