Financial Education

Jeremy believes Celsius has a multi-year growth runway from 2027 to 2030 driven by global brand expansion, improving margins, and eventual capital return programs.

The YouTuber is bullish on Celsius long-term due to early-stage international expansion (France, Netherlands, Australia, Portugal) and recent large insider buys by a director and the CEO. He believes short-term moves from oil/distribution costs and market swings are noise compared to the long-term international growth story.

He believes Celsius has massive upside ahead and is accumulating shares in the $27-$33 range during what he sees as a bottoming formation, expecting a strong future move.

The host sees Celsius as still very early in its growth story, citing its rise to roughly 20% North American energy drink market share and recent insider buying, and says he would not sell even if the stock doubled.

The CEO's recent purchase of 18,000 shares signals insider confidence and suggests the stock may be oversold, though the YouTuber says this doesn't change his own bullish or bearish stance on the company.

Jeremy notes Celsius is down significantly and jokes it should be called 'the poorest' rather than 'the wealthiest,' referencing the stock trading around $26.

Jeremy is actively buying Celsius and wants the stock to stay cheap for as long as possible so he can accumulate more shares. He believes the Alani brand is the strongest part of the business while the core Celsius brand needs to return to growth, with upcoming beverage data and earnings serving as major catalysts.

The host is bullish on Celsius due to its strong brand portfolio (Celsius, Alani, and newly acquired Rockstar), a growing revenue trend, and significant room to expand margins toward levels seen at Monster and Coca-Cola. He believes the stock is undervalued on a forward P/E basis and expects substantial long-term price appreciation.

The speaker likes Celsius for its ownership of the Celsius, Alani, and Rockstar energy drink brands. They see long-term upside to around $100 per share from the current $32.

The YouTuber highlights Celsius's growing brand portfolio, including Alani Nu and the recently acquired Rockstar, as drivers of continued growth. He believes the company has room for both international and US expansion in the coming years.

Jeremy remains heavily long AMD, viewing it as the primary beneficiary of AI chip demand as it takes market share from Nvidia over the coming years. He believes AMD's revenue growth will soon outpace Nvidia's and has no plans to sell his shares aside from a small trim consideration at $700.

Jeremy believes AMD's new price increases will actually boost margins rather than hurt them, and sees the stock on track to become a trillion-dollar company with continued massive share price growth into 2027. He states he won't consider trimming his large position until the stock trades above $700.

The host believes AMD will have a major rally over the next several months despite recent weakness, while flagging a 2028 semiconductor slowdown as a longer-term risk. He plans to trim some shares after the next big run but keep a long-term position.

The YouTuber believes AMD's growth in server CPUs and AI infrastructure will drive earnings sharply higher, leading the stock well above $1,000 per share in the coming years. He cites multiple recent analyst upgrades as supporting evidence for continued stock appreciation.

Jeremy mentions AMD was down about 3.3% on the day as part of a broader market pullback, without further analysis.

Jeremy holds a very large AMD position and believes it is entering an unprecedented growth period, with revenue and EPS growth potentially exceeding Nvidia's for the first time since 2019. He expects continued positive catalysts and views AMD as the most exciting mega-cap stock through 2027.

AMD is the largest position in the portfolio at $1.2 million, up $919,000. The YouTuber believes AMD will go on 'another huge run' before the end of the year, though he hedges by saying they will see if it happens.

The YouTuber believes AMD is uniquely positioned to be the standout growth story in semiconductors for 2027-2028 as it steals market share from Nvidia while Nvidia's own growth rate decelerates sharply.

AMD fell over 4% on the day back into the $400s. The host notes AMD no longer represents a 'historic buying opportunity' like it did a couple years ago at $100, but says he'd still prefer AMD over Meta for the next year or two.

The host argues AMD's recent 'disappointing' earnings were actually strong beats and that guidance was sandbagged, and he remains highly bullish on accelerating revenue growth over the next several quarters. He projects a base case of $1,000-$1,200 and a bull case of $1,500-$2,000 for AMD over the next few years, and thinks there's a meaningful chance the stock hits $1,000+ within the next 12 months.

Cheesecake Factory is mentioned only in passing as a five-figure gain in Jeremy's portfolio for the day, with no substantive thesis or forward-looking view offered.

The YouTuber views short-term weakness in Cheesecake Factory (driven by soft dining traffic data, rising gas/diesel prices, and inflation fears) as noise that long-term investors should buy into. He believes the company's growth brands like North Italia, Flower Child, and Culinary Dropout give it a decade-plus runway of unit growth that justifies a forward P/E around 21.

The host is very bullish on Cheesecake Factory, citing a decade of growth runway, attractive dividend yield on his cost basis, and a reasonable forward P/E of about 20. He has no interest in selling unless valuation becomes extreme.

He bought Cheesecake Factory shares around $30-32 in 2023-2024 when the stock was unloved, later averaging up to a cost basis of $40.75, and is sitting on significant gains.

Jeremy notes Cheesecake Factory was also down on the day as evidence of a broad market pullback, with no further thesis given.

Cheesecake Factory is the fourth-largest position in the portfolio, valued at $363,000 and up $230,000 plus dividends. No forward-looking price target or direction was given beyond reporting past gains.

The YouTuber calls Cheesecake Factory 'red hot,' noting a large portfolio gain, but offers no specific forward-looking price target or timeframe.

The host is heavily bullish on Cheesecake Factory, driven by a fundamental shift in the business as the Flower Child concept posts a breakout 13% comp sales growth, which he compares to Chipotle's historic ramp. He cites rising margins, improving free cash flow, and a long runway to expand Flower Child from 44 to a potential 700 domestic locations.

Jeremy congratulates Cheesecake Factory shareholders after the stock hit another all-time high, noting the stock has been running strongly. He does not provide a forward price target or thesis beyond acknowledging the recent performance.

The speaker views Cheesecake Factory as the most exciting restaurant concept available, citing a strong quarter with 25% net income growth on 8% revenue growth. He believes the company has a decade-plus runway of growth from expanding North Italia and Flower Child concepts, comparing Flower Child's comp sales favorably to Chipotle's best years.

Jeremy has owned e.l.f. Beauty on and off for years, with original shares up over 1,000%, and recently re-bought around $49 (now $97), seeing long-term multi-bagger potential.

Jeremy briefly lists ELF alongside AMD, Meta, Palantir, and Tesla as one of his life-changing stock investments, but provides no further detail or forward-looking prediction about it in this video.

The YouTuber argues ELF is well-positioned regardless of oil prices or economic conditions because 75% of its products are priced at $10 or under, making it resilient if consumers tighten spending. He sees long-term upside despite some petrochemical-related cost headwinds from higher oil prices.

The host expects e.l.f. Beauty to finish the year between $100 and $140, and sees a long-term opportunity for the stock to become a several-hundred-dollar name as margins and profitability improve.

Jeremy frames ELF as a long-term compounder driven by the strength of its three brands (e.l.f., Rhode, Naturium), expanding retail distribution, and future margin expansion. He lays out both a base case and bull case price target for 2030 based on his own revenue and margin projections.

The host highlighted that his 'Elf on a Shelf' (e.l.f. Beauty) position has surged from about $49 to $109 in under three months, generating roughly $125,000 in profit in his public portfolio. No forward-looking thesis or price target was given, only a report of recent performance.

The YouTuber highlights e.l.f. Beauty as a very hot recent performer in his portfolio, describing a close race with Estee Lauder, though the specific target figure mentioned in the transcript was unclear.

ELF has cleaned up prior tariff-related margin drama and successfully integrated the Rhode acquisition, driving the stock up sharply from $49 in early June to $92. The host sees continued upside into year-end.

The speaker highlights e.l.f. Beauty's strong run, noting the stock has nearly doubled from about $49 two months ago to close to $100 a share. This is framed as a past performance observation rather than a forward prediction.

Jeremy is a long-term Meta shareholder but is not currently buying, viewing the stock as stuck in a range until Zuckerberg either cuts capex or investors better understand the payoff from AI spending. He is skeptical that the new Muse AI app is a proven game-changer despite strong app store ratings.

Jeremy cites Meta as one of his life-changing investments, referencing his heavy buying around 2018/2022 based on Zuckerberg being an already-proven CEO. No new forward prediction is made about Meta in this video.

The YouTuber bought Meta heavily during its 2022 sell-off when the stock was down over 70% and unloved by the market. He frames this as a successful contrarian buy that has since paid off.

The host sees Meta as range-bound in the near term due to unresolved concerns about massive capex spending, oscillating between roughly $550 and $750. He remains a long-term holder, expecting Meta to be much larger in five years.

Meta is the second-largest position in the portfolio at $576,000, up $478,000, with the YouTuber noting he also took significant profits in the stock last year. No forward price prediction was made.

The host is a long-time Meta shareholder who views the stock as currently in a 'hurricane' — facing a massive child-privacy lawsuit (potentially $200B-$1.4T exposure), unclear ROI on capex, declining free cash flow, and shrinking EPS. He remains bullish long-term but is not bullish in the short term, calling it a rangebound, 'dead money' stock he continues to hold rather than add to.

The host is not bullish on Meta in the short term due to what he sees as an out-of-control capex spending problem under Zuckerberg, but remains very bullish long-term, seeing it as a $1,000-$2,000 stock eventually.

The speaker is bearish on Meta in the short term due to ballooning capex, declining operating income, and legal expense risks, but remains bullish on the long-term story once Zuckerberg is forced to rein in spending. He expects the stock could fall further before capitulation occurs.

Meta gained $39,000 in the portfolio today after being in rough shape for 6 months. The YouTuber emphasizes the fundamentals are amazing despite recent stock price weakness.

He bought ServiceNow shares around $85 in April when the stock was unloved, and believes it still has some room to move higher after already rallying to around $142.

The host sees ServiceNow as one of the best-positioned companies to benefit from AI-driven growth acceleration over the next year or two, and Wall Street is starting to recognize this.

Duplicate reference merged into main ServiceNow narrative above.

The host mentioned that ServiceNow had been a losing position a few months prior but has since turned into a roughly $58,000 profit, up almost 50%. This was presented purely as a performance update, with no forward price target or thesis discussed.

The YouTuber remains bullish on ServiceNow, arguing that despite competing with Salesforce in some areas, ServiceNow is well-positioned to partner with AI leaders like Anthropic and grow substantially over the next 5-15 years under CEO Bill McDermott.

ServiceNow was highlighted as a strong performer, up 21% over the past three months, cited as an example of a stock outperforming amid broader market weakness. No forward thesis or price target was given.

The speaker says ServiceNow remains 'hot,' with the public account now up 25% and a $30,000 gain on the position. No specific future price target was mentioned.

ServiceNow had been dead money for a long time but has recently heated up, rallying from the 80s to $116 and up over 5% on the day discussed. The host notes many recent buyers are now significantly in the green.

ServiceNow owns complex enterprise workflows and is positioned to benefit massively from AI transformation through its Now Assist platform, which is tracking toward $1 billion target by end of 2026. The company has high switching costs and unified architecture advantages.

Jeremy includes Netflix among stocks he is most excited to buy, noting it has been rangebound for years despite being a well-known, sticky subscription business.

The host considers Netflix a relatively new but strong buy with long upside ahead, and says he would only consider selling if shares reached around $200.

The host is aggressively buying Netflix, citing strong free cash flow growth, expanding margins, pricing power, and early-stage ads and international growth opportunities. Using bull, base, and bear case valuation models, he projects the stock rising substantially by 2030, viewing it as one of the least risky big tech investments.

The speaker calls Netflix an 'easy money' stock, citing subscriber growth, an emerging ad business, and pricing power as growth drivers. They mention personally buying shares heavily in the $70s.

Netflix is the stock the host says he would pick if forced to put $1.1 million into one stock and hold for three years without selling, calling it the most attractive risk/reward in the market. He cites its recurring revenue model, weak competitors, subscriber growth, pricing power, international expansion, and a nascent ads business as multiple growth levers.

Jeremy considers Netflix one of the best current opportunities due to its sticky recurring-revenue subscription model and room to raise prices without losing customers. He also highlights the still-nascent advertising business as a major long-term growth lever.

The speaker calls Netflix a clean, attractively valued story with multiple revenue growth avenues and no spending problems, and says he wants to keep adding to his position.

Jeremy is actively buying American Express, calling it one of the best business models with a strong client base, and expects a strong run from 2027 to 2030.

Jeremy views American Express as undervalued after being down 16% this year, and expects it to rally sharply once oil and interest rates peak.

The host considers American Express a top-tier company with an attractive valuation, strong financials, and a great management team, viewing it as a candidate for a very large long-term position.

He views American Express as a contrarian buy, noting the stock is down about 12% this year due to higher interest rates, but believes it should actually be up about 12% given its high-quality, wealth-focused business model.

The speaker views American Express as a fairly valued, good compounding company likely to outperform the broader market over time.

The host views American Express as a consistently great company that is hard to find risk in, aside from the possibility of a severe recession affecting even its high-income customer base. It was an honorable mention for his hypothetical three-year single-stock investment.

Jeremy views American Express as one of the best stocks in the market thanks to its strong balance sheet, income statement, and cash flow, along with a premium customer base of high credit scores and incomes. He believes the business model is difficult to replicate.

Jeremy references Palantir as one of his life-changing growth stock investments, citing Alex Karp as an already-proven CEO. He describes buying it around $7 before the company's growth was apparent, but makes no new forward prediction for Palantir in this video.

The YouTuber describes buying Palantir shares in the $7-10 range during 2022 when the stock had fallen to around $5.98 and was widely disliked. He characterizes this as a strong contrarian buy.

The host calls Palantir a core long-term AI holding, up over 2,000% in his portfolio, and says there's essentially no price that would make him sell his remaining shares.

Jeremy describes Palantir as being in a 'kangaroo' pattern since topping in the 200s last year, moving up and down without breaking to new highs. He references past instances of investors selling too early but does not make a new directional prediction on the stock.

The YouTuber is bullish on Palantir's business momentum, citing surging government Maven contracts and 65% stock appreciation in two months, but he believes the stock's valuation has become so stretched (Forward P/E over 100) that future returns will be poor unless growth stays extremely high for years. He models bull, base, and bear scenarios through 2030 and concludes the risk/reward is no longer attractive at current prices.

The speaker notes Palantir remains 'red hot,' citing a $15,000 gain in his public portfolio account that day. No specific price target or forward-looking prediction was given.

Palantir is called a 'party pooper' stock, down 5.6% today despite the market rally. The YouTuber acknowledges surveillance concerns and competition from Anthropic but believes the main issue is decelerating revenue growth, expecting the stock to remain range-bound.

He recalls buying SoFi in 2024 when it traded around $6 and no one was paying attention to it, calling it a contrarian buy that has since paid off handsomely.

The host views SoFi as the best-positioned fintech to become the next financial giant over the next decade, driven by growing membership and assets under management, and believes it could eventually be a $100+ stock long term.

The host is highly bullish on SoFi as a multi-year holding, citing its position as a modern, asset-light fintech/bank that is attracting younger generations away from legacy banks. He believes SoFi has a long-term opportunity to grow into a $50-$100 stock over the next 5-10 years as profitability scales.

The speaker believes SoFi's combination of fintech and banking will make it a financial giant over the next 5-10 years, targeting a $50-$100 share price from the current $17.

The YouTuber believes SoFi is well-positioned to capture the growing wealth of Millennials and Gen Z as they age and inherit wealth from Baby Boomers. He sees this generational wealth transfer moving away from legacy banks like Wells Fargo, JPMorgan, and Bank of America into SoFi over the next 10-20 years.

Despite the stock being down over 50% from highs, the speaker sees the pullback as a buying opportunity given an A+ quarter with 44% interest income growth and 61% net income growth. He believes SoFi is disrupting big banks long-term by capturing younger customers and plans to keep accumulating shares.

The video notes SoFi has dropped sharply to $15 a share amid broader market deleveraging and margin unwinding. The host frames this as a buying opportunity for those who already like the stock, without making a specific forward price call.

The host believes Salesforce is entering a major growth acceleration over the next couple years driven by AI-first product initiatives, and is not interested in selling despite strong recent gains.

He bought Salesforce shares in the $178-$185 range earlier this year when it was unloved, and believes the stock still has some upside left despite already recovering.

The host noted that Salesforce had been down massively just three months ago but is now sitting on a roughly $65,000 profit in his portfolio. This was again a performance recap rather than a forward-looking thesis or price target.

The YouTuber holds Salesforce as his fifth-largest position, noting the stock has become 'red hot' after being 'ice cold' a few months prior. He reports a $277,000 position up $68,000, but offers no forward price prediction.

The YouTuber believes Salesforce's new Cloud Force partnership with Anthropic is a game-changing catalyst that alleviates fears of slow revenue death, driving the stock up double digits after hours despite a mediocre income statement with rising cost of revenue. He gives specific price targets through year-end 2026 and out to 2029.

Salesforce is positioned to be one of the most substantial beneficiaries of the AI wave through its Agent Force platform, which has shown explosive early traction with $800 million in annual recurring revenue. The company is rebuilding around agentic AI with long-term targets of $63 billion revenue by fiscal year 2030.

Salesforce is down 33% year-to-date and represents a transition from growth to value investors. The YouTuber believes it's undervalued at current forward P/E of 12-13 and expects P/E expansion to 18-20 range.

Jeremy views RH as a compelling multi-year turnaround opportunity after the stock fell over 80% in five years, though he defers detailed reasoning to other videos.

Jeremy calls RH the stock that will see the most severe rally once oil and rates officially peak, projecting a major move higher from current levels.

The YouTuber spent $150,000 buying RH across accounts, calling it a high-conviction cyclical bet after a 10+ year following of the stock. He believes new lower-cost 'RH Compound' store formats (single-story buildings, ~50% cheaper to build) and RH Estates could be major margin and expansion catalysts once real estate recovers between 2027 and 2030.

He sees RH as a contrarian buy given its improved balance sheet (around $125 million in cash) despite the beaten-down real estate/mortgage environment, and plans to build out a position over the coming months. He notes the stock has fallen sharply from $700 five years ago to around $100 today.

Jeremy views RH as a beaten-down cyclical stock that reported a mixed quarter but is showing early signs of financial discipline (falling CapEx, rebuilding cash balance). He plans to start and scale a position over the next 6-9 months, believing the stock offers an attractive long-term return after an 80% five-year decline.

Jeremy 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.

The host has been bullish on Honest Company since the start of the year, targeting a year-end price above $5 and now expecting it to finish between $7 and $9 based on strengthening financials. He has no interest in selling his large position.

Jeremy briefly notes Honest has been on a strong run and expects it could finish the year in a higher price range.

The YouTuber mentions Honest Company as one of his hottest recent performers in his portfolio, citing significant recent gains, without providing a specific price target or long-term thesis.

The speaker highlights dramatically improved margins and a top-tier balance sheet for a sub-$1B market cap company. They see long-term upside to around $20 per share from the current price in the fours.

The YouTuber calls Honest Company the cheapest of the four picks at around $5 a share, citing improving profitability, margins, and organic revenue growth as reasons for long-term upside.

Jeremy sees Wynn Resorts as an opportunity after enduring multiple headwinds this decade (COVID, Macau shutdowns, high rates), believing conditions will improve over coming years aided by Macau strength and a new Middle East property.

Jeremy argues Wynn is an extremely rate-sensitive stock that will go through a huge rally once oil prices and interest rates peak and begin declining. He stresses the importance of positioning before the company's upcoming Middle East property opens.

He wants to build a large contrarian position in Wynn Resorts, arguing the stock is depressed due to higher interest rates and expensive airfare, despite catering to wealthy customers unaffected by these costs. He also highlights Wynn's strong balance sheet and an upcoming Middle East property opening next year.

The host views Wynn Resorts as a fundamentally misunderstood, undervalued company with unmatched luxury positioning in Las Vegas, valuable Macau properties, and a promising new Middle East resort. He considers the stock a buy under $100 but does not give a specific future price target.

Jeremy has held Estee Lauder for a couple of years, calling it a great stable company after the stock bottomed last year, with a current unrealized gain of about $48,000 in his portfolio.

The host holds Estee Lauder despite it being far below its former $370 high, believing it could recover into the $200-$300 range over the next few years. He has no intention to sell under $100.

The YouTuber describes Estee Lauder as a very hot stock recently, citing a large portfolio gain, though the specific numeric target mentioned was unclear in the transcript.

The speaker believes Estee Lauder has turned around its business after already doubling from last year's lows, and sees more upside ahead while still trading under $100 a share.

The host views Amazon as a cleaner long-term story than Meta because AWS growth is accelerating rapidly, giving investors visible ROI. He has no interest in trimming the position and expects Amazon to be a much larger company in five years.

Amazon is the third-largest position at $412,000, up $193,000. The YouTuber expresses a long-term conviction that Amazon is 'always a buy' and will remain a good investment at least into the 2030s.

The host loves Amazon's e-commerce, AWS, and ads businesses and considers it an honorable mention for his hypothetical stock pick, but is concerned that massive capex spending and rising depreciation will substantially hold back earnings per share over the next few years.

Amazon gained over $10,000 today and is now up $124,000 total in the portfolio. The YouTuber believes the stock wants much higher prices and specifically targets $250.

Micron was down 7% on the day and is grouped among the 'scared stocks' at the top of the market due to uncertainty about the memory/chip cycle several years out. The host questions whether Micron's current strong earnings can hold up through 2028-2030.

The host explored a short-term leveraged trade on Micron after it fell 30% from highs, believing there was a decent probability of a strong bounce, but ultimately declined to make the trade because it conflicted with his long-term investing discipline. He acknowledges Micron is a cyclical company that will likely make substantial money in the coming years but chose not to gamble on a short-term move.

The speaker notes Micron has fallen sharply from its highs and finds the current price somewhat tempting, but stops short of committing to buy.

Micron has fallen significantly from its all-time high near $1,200 last month to $777, representing a 35-40% drawdown. The host attributes this to unwinding leverage in the semiconductor trade rather than a change in long-term fundamentals.

Jeremy recounts Tesla as one of his life-changing early investments, noting he bought before profitability was proven and the stock later moved 1,000%. No new forward-looking prediction is made about Tesla in this video.

Tesla is cited as an example of weak market sentiment, trading around $360, roughly 26% below its all-time high near $500 and still below its late-2021 peak. No directional prediction is made about Tesla in this video.

Tesla has become a turnaround company with a rotten core business (declining EV market share), growth segments about to plummet due to tough comps and policy changes, and a part-time CEO who has lost focus. The company has alienated its core customer base and faces serious competition for the first time.

The host is bullish on Revolve, citing great management, income statement, and balance sheet, and would consider it a buy rather than a sell.

Jeremy notes Revolve was up about 5% on the day, one of the stronger small-cap movers in an otherwise down market.

The YouTuber views Revolve as a strong e-commerce company targeting the higher-end female demographic, citing a solid income statement, balance sheet, and management team as reasons for optimism.

Despite the position performing very poorly, the host says he has lost zero conviction in Nike and has no intention to sell.

Jeremy expresses mild surprise that Nike was up on a day when the broader market was mostly down, without further analysis.

The speaker sees Nike as a great long-term brand despite short-term struggles and negative sentiment, suggesting the stock could turn around as sentiment shifts.

He bought Google shares last year around $156 when sentiment turned negative due to ChatGPT fears, later sold about half for profit, and still holds a remaining position.

The host is reluctant to sell any more Google shares, citing large existing gains, though he has already trimmed a portion of the position.

The host expects Fubo's momentum, profitability, and EBITDA to improve for 2027 and beyond, though he caps expectations at becoming a Direct TV/Dish Network-type company rather than a Netflix-scale giant.

Jeremy highlights Fubo as one of the small-cap stocks that moved up nicely on a day when most of the market was down.

Jeremy notes Nvidia's fundamentals remain excellent, with management guiding to around 70% revenue growth next year, but the stock is still meaningfully below its all-time high, which he sees as evidence of subdued market sentiment. He does not make a directional price call on Nvidia in this video.

The YouTuber acknowledges Nvidia's blowout quarter with 106% revenue growth and 113% gross profit growth, but flags that cost of revenue growth (87%) is accelerating faster than in prior quarters, a potential warning sign. He expects the extraordinary growth rates to decelerate sharply in 2027, which he believes explains why the stock trades at only a ~17 forward P/E despite the strong results.

SanDisk was highlighted as one of the day's biggest decliners, down 9% amid broader weakness in tech-related names. No forward-looking thesis was given for the stock beyond noting the day's move.

SanDisk stock is down about 57% from its all-time high, part of the broader semiconductor selloff discussed in the video. No forward-looking price target is given for the stock.

Jeremy uses Novo Nordisk purely as a historical case study of how quickly market sentiment can shift, noting its rise from under $50 to $150 a share and subsequent collapse to $39. He does not offer any forward-looking view or price target on the stock.

He mentions Pool Corporation as a possible contrarian buy among beaten-down stocks but is uncertain whether he will actually invest, preferring names catering to wealthier consumers.

He mentions Whirlpool as another possible contrarian buy among beaten-down stocks but says he might stay away since it caters to the mass market rather than wealthy consumers.

Jeremy sold out of Adobe, arguing that despite consistently solid earnings, persistent AI-disruption narratives will keep the stock's valuation multiple structurally depressed, making it hard to make significant money in the stock long-term.

Jeremy gives Oracle's quarter an A- grade citing strong revenue and profit growth, but flags a serious and worsening balance sheet/debt problem with rapidly rising interest expense. He says he'd consider buying only a small position due to this risk.

Shopify was cited as another strong performer, up about 48% over the past three months, used as an example of stocks that are 'red hot' despite broader market softness.

The host notes the 30-year Treasury yield hitting a new 52-week high, alongside rising corporate bond costs, as part of a broader tightening backdrop pressuring mega-cap tech valuations. This was presented as a market observation rather than a forward price call.

The speaker sees Robinhood as a cyclical, contrarian buy that becomes attractive only after significant market and crypto weakness, not at current levels with the S&P only down 4%. He would consider buying if the S&P fell 10%+, potentially at much lower share prices.

GSG is the most important indicator to track for inflation, up 34% this year but down 7% today. The YouTuber believes GSG needs to go substantially lower for Fed rate cuts and lower 10-year yields.

The VIX crashed 17% today but remains elevated at 43% year-to-date, indicating extreme fear is subsiding. The YouTuber views the declining VIX as positive for risk assets and market recovery.

Crude oil dropped 16% today but remains up 64% year-to-date. The decline is positive for inflation concerns and potential Fed rate cuts, though oil prices need to fall substantially more.