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The Market Just BLEW UP

Financial Education•Apr 9, 2026

Summary

Jeremy provides a comprehensive analysis of the current market internals, noting that the VIX and crude oil prices are crashing, which signals a transition to a 'risk-on' environment. He draws a parallel between current market behavior and last year's tariff drama, explaining that once a situation reaches 'peak scariness'—such as threats of wiping out civilizations—the market tends to bottom because any subsequent news is relatively 'less bad.' He emphasizes the 'KISS' (Keep It Simple, Stupid) principle, advising investors to maintain more income than expenses to ensure they can buy stocks during every dip regardless of macro noise.

Jeremy highlights several specific stocks and sectors:

Meta (META): Jeremy views this as a fundamentally amazing company that is recovering from a rough six-month period. He reports significant daily gains in his portfolio and expresses confidence in its long-term trajectory despite past price volatility.
AMD (AMD): This stock is described as being positioned to 'fly' as the market shifts back to a risk-on stance. Jeremy notes that his position has already doubled in value and suggests that a price target of $325 could be next if momentum continues.
Amazon (AMZN): Jeremy maintains a very bullish outlook on this e-commerce giant, stating that the stock 'wants 250' as its next logical price level. He reports being up significantly on this position and views it as a prime beneficiary of the current market flip.
Palantir (PLTR): Jeremy labels this stock a 'party pooper' due to its recent price decline and decelerating revenue growth. He mentions that the stock is currently rangebound between $125 and $200 and faces headwinds from competition with Anthropic and public concerns over surveillance.
Salesforce (CRM): This stock is cited as an example of the struggling SaaS sector, with Jeremy noting it is down 33% year-to-date. He explains that Wall Street currently refuses to touch software stocks, regardless of their valuations or fundamentals.

Mentioned Stocks

AMZN
Sentiment: BUYAction: RECOMMENDED

Reasoning: Jeremy is extremely bullish, stating the stock 'wants 250' as its next price target. He is currently up $124,000 on his Amazon position.

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META
Sentiment: BUYAction: RECOMMENDED

Reasoning: Jeremy believes the fundamentals are amazing despite recent price struggles. He reports a gain of $39,000 on the stock today and remains highly optimistic about its recovery.

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AMD
Sentiment: BUYAction: RECOMMENDED

Reasoning: Jeremy notes the stock is positioned very well for a 'risk-on' market. He mentions a potential price target of $325 and states his position has already doubled in value.

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CRM
Sentiment: SELL

Reasoning: Jeremy warns that Wall Street refuses to touch SAS stocks like Salesforce in the short term. He notes the stock is down 33% year-to-date and failed to rally even on a massive green day for the broader market.

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PLTR
Sentiment: HOLD

Reasoning: Jeremy calls it a 'party pooper' due to decelerating revenue growth and negative sentiment from Michael Burry regarding competition from Anthropic. He predicts the stock will remain rangebound between $125 and $200 for a while.

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