The YouTuber identifies American Express as a consumer discretionary stock poised for a significant run. He believes that once the current semiconductor stock frenzy subsides, capital will flow into undervalued consumer discretionary names, leading to an '18 to 24-month insane bull run'.
“American Express, this gets thrown in the consumer names, right? Down 16% year to date. Wait for the run on American Express.” — ▶ 45:40