RHBullpending
Financial EducationTarget Range
$400–$550
“the upside in RH over the next 36 months is a stock goes to $400 to $550 in the next 36 months”
Thesis at the time
BullishJeremy started a new starter position in RH ahead of earnings, citing significant upside from newly-opened flagship locations (Paris, Milan, London) turning profitable and strong ancillary revenue from memberships and restaurants. He acknowledges a weak balance sheet and meaningful downside/bankruptcy risk but sees the stock as a rare potential triple-up opportunity over the next three years.
Key arguments
- RH has three growth levers: high-end furniture, a profitable membership program, and high-grossing in-store restaurants (e.g., Newport Beach location doing $20M+/year).
- Recently opened flagship international locations (Paris, Milan, London) are shifting from cash drags to profit contributors.
- RH is a historically cyclical stock that has produced huge multi-year rallies (e.g., $20 to $693 from 2016-2021) when bought during downturns.
Counter-arguments acknowledged
- The balance sheet is weak: only $53 million in cash against large loans and minimal stockholder equity.
- He estimates roughly a 10% chance of bankruptcy and a 20% chance shares remain under $140 within 36 months.
Hedges and caveats (from the video)
- Creator acknowledges Celsius could go lower than current price based on historical price action
- Emphasizes uncertainty about timing of price declines ('few weeks? months?')
- Notes that past price lows don't guarantee future performance
- Upcoming earnings identified as major market-moving event for Celsius
The call
- Date said
- Sep 9, 2026
- Timeframe
- next 36 months
- Price at prediction
- $134.07
- Current price (live)
- $130.64$344.36 below target
- Confidence
- medium
- Specificity
- specific
How it resolved
- Status
- pending
Confidence Reasoning
Specific price range and timeframe with personal capital committed, but he frames it within a probabilistic scenario analysis rather than certainty.
Source
NEW stock I bought today‼️‼️
Said on Sep 9, 2026Open on YouTube ↗