DO NOT F*** This Up‼️

Financial Education•Mar 19, 2026

Summary

Jeremy's main thesis is that the stock market is currently in a period of 'extreme fear,' which historically serves as a major buying signal for disciplined investors. He points out that while consumer debt—such as mortgages (6.36%), credit cards (~20%), and used car loans (11%)—is prohibitively expensive, stocks are becoming increasingly attractive due to significant pullbacks from all-time highs. Jeremy advises viewers to avoid taking out loans for cars or homes and instead allocate that cash into the equity market, a strategy he is personally following by purchasing luxury items and real estate in cash to avoid high interest rates.

Jeremy analyzes several sentiment indicators, including the Fear & Greed Index and Google Trends, noting that retail interest in 'how to buy stocks' has plummeted. He views this 'buyer strike' as a contrarian indicator that the market is near a bottom. Furthermore, he warns against 'playing politics' with investments, noting that many investors missed massive gains in 2022 and 2023 because they refused to buy under a specific administration. His market outlook for the next 6 to 9 months is highly bullish, and he intends to buy even more aggressively if the VIX hits levels between 40 and 50.

NVIDIA (NVDA): The stock is down 13% from its highs, and Jeremy believes it is currently caught in a trading range between $125 and $200. He notes that while the numbers are incredible, investors fear that the next two years might be 'as good as it gets' for the company. Jeremy predicts the stock will gyrate in this range until there is more clarity on multi-year revenue sustainability.

AMD (AMD): Jeremy highlights AMD as a major threat to Nvidia's market share, especially as big tech companies look to diversify their chip spending. He expects AMD to experience 'unbelievable growth rates' moving forward as they undercut Nvidia on price. Despite being down 25% from its highs, Jeremy sees it as a high-conviction growth play.

Shopify (SHOP): Jeremy describes Shopify as one of the most underrated great companies in the world. The stock has pulled back roughly 31% from its recent highs, which Jeremy views as a significant opportunity for long-term investors. He includes it in the category of stocks that are currently offering 'steal deals.'

Micron (MU): Jeremy points out that Micron recently reported 'shockingly great' earnings, yet the stock price has continued to move downward. He views this disconnect between strong fundamental performance and falling share price as a clear buying opportunity. He suggests that the uncertainty in the semiconductor sector is creating an entry point for investors who can look past short-term volatility.

Mentioned Stocks

Sentiment: BUYAction: BOUGHT

Reasoning: Micron's earnings were shockingly great according to Jeremy. He views the current downward price movement as a disconnect from reality and an opportunity to buy heavily.

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NVDA

Sentiment: BUYAction: BOUGHT

Reasoning: Jeremy notes the stock is down 13% and believes it will trade between $125 and $200 for now. He is buying stocks heavily overall and views the current fear as an opportunity to build positions in dominant tech companies like Nvidia, despite short-term margin concerns.

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AMD

Sentiment: BUYAction: BOUGHT

Reasoning: Jeremy expects AMD to see unbelievable growth as it takes market share from Nvidia. He is increasing his personal buying activity to take advantage of the 25% drop from its all-time highs.

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SHOP

Sentiment: BUYAction: BOUGHT

Reasoning: Jeremy considers Shopify one of the most underrated companies in the world. With the stock down 31%, he views it as a core target for his increased weekly investment of $3,000.

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