5 Stocks I’m Buying Now‼️April 2026

Financial Education•Apr 2, 2026

Summary

Jeremy posits that the recent downturn in major tech and growth stocks is an ideal opportunity for "discount" buying. His thesis revolves around the idea that market volatility allows investors to secure the best possible pricing for companies with strong fundamentals and long-term growth runways. He emphasizes that brand loyalty and market "moats" often protect companies from low-cost competitors, comparing the current energy drink market to the historical success of Coca-Cola against store brands.

Celsius Holdings (CELH): Jeremy highlights its massive revenue growth from $75 million to over $2.5 billion and believes its forward P/E of 20 is too low for a high-growth company. He dismisses fears of Costco's private-label competitor, arguing that brand name and a three-horse race (with Red Bull and Monster) favor Celsius.

Amazon (AMZN): Despite underperforming the S&P 500 for five years, Jeremy argues the valuation is now the cheapest it has ever been. He points to the "three-headed dragon" of e-commerce, AWS, and ads as permanent growth drivers, with AWS being the most critical for profitability.

e.l.f. Beauty (ELF): Jeremy remains extremely bullish despite recent price drops, noting that the stock has fallen over 20% year-to-date. He mentions that everything below the $100 price point is a heavy buy signal for him.

American Express (AXP): Described as a "top 10 most quality stock," Jeremy points to its high-income customer base and Warren Buffett's massive stake as evidence of a strong moat. His base-case projection suggests a compound annual growth rate (CAGR) of 23-28% over the next few years.

Nike (NKE): Labeled "Mr. Hated," the stock has fallen 67% over five years. Jeremy views the extreme pessimism and 30% year-to-date drop as a contrarian buying opportunity for those willing to endure short-term pain.

Mentioned Stocks

NKE

Sentiment: BUYAction: RECOMMENDED

Reasoning: Jeremy views the stock as 'Mr. Hated' and sees a contrarian opportunity following a 30% year-to-date decline and massive five-year underperformance, suggesting it is a value play despite recent 'brutalization'.

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CELH

Sentiment: BUYAction: RECOMMENDED

Reasoning: Jeremy believes the 20 forward P/E is too cheap for a company growing revenue at a 37% clip. He views the fear of Costco's energy drink as overblown compared to the power of brand name and believes the CEO is in his prime to win the 'three-horse race' against aging competitors.

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AMZN

Sentiment: BUYAction: RECOMMENDED

Reasoning: Jeremy notes that Amazon's operating cash flow is at record highs while its valuation (P/E) has finally reached 'cheap' levels relative to its history. He expects it to crush the S&P 500 returns over the next five years due to AWS and ad growth.

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ELF

Sentiment: BUYAction: BOUGHT

Reasoning: Jeremy explicitly states he has been buying 'insanely heavy' recently, specifically mentioning 'tens of thousands of dollars' in private portfolios. He recommends buying every share possible as long as the price is under $100.

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AXP

Sentiment: BUYAction: RECOMMENDED

Reasoning: Jeremy cites the strong moat, aggressive share buybacks, and high-end consumer base as reasons for a projected CAGR of 23-28% in his base case. He highlights that even his bear case beats the S&P 500.

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