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The market is absolutely bugging out and it’s creating some rare opportunities. Many stocks have sold off way too undervalued. In today’s video, we break down three earnings reactions the market got completely wrong and why I’m buying FUBO, The Honest Company (HNST), and The Cheesecake Factory (CAKE) after their sell-offs. We’ll look at the broader market pullback, the real story behind these earnings, valuations, long-term fundamentals, and what smart money may be doing next. If you want to understand why great businesses can drop 20–40% on good results — and how to take advantage of it, this is for you. 🔥 In This Video: • Why the market is mispricing these earnings • What investors are missing in FUBO, HNST, and CAKE • How to separate price action vs. business performance • Valuation frameworks & long-term return potential • Short-term pain vs long-term asymmetry • What I’m doing with my own portfolio 📉 Stocks Covered: FUBO – Disney deal, subscriber growth, valuation reset HNST (The Honest Company) – Margin story, brand strength, one-off revenue hit explained, Canada exit CAKE / Flower Child – Restaurant expansion story, NYC catalyst, unit economics & re-rating potential 🧠 If you struggle with “stock drops vs. business strength,” this video will teach you how to think like a long-term investor and spot mispriced assets during volatility. Subscribe for more breakdowns and market sauce! ⏱ Chapters / Time Stamps 00:00 - Intro 00:48 – The Broader Market Selloff 02:50 – Fubo to the Moonbo 09:28 – Fubo Earnings 21:11 – Fubo Projections 23:04 – The Cheesecake Factory 33:30 – Cake Earnings 44:24 – Cake Projections 48:48 – The Honest Company 59:20 – Honest Earnings 1:17:15 – Honest Projections 1:22:07 – Lock in 💬 Join the Discord! I'm always active and answering questions. ► [ / discord ] ⚠️ Disclaimer This is not financial advice. All content is for educational purposes only. Do your own research before investing.