The Big Move is COMING‼️

Financial Education•Feb 20, 2026

Summary

Jeremy provides a comprehensive outlook on the market, noting that high-beta and speculative retail stocks like Bitcoin, Coinbase, and Palantir have experienced brutal sell-offs. He believes the market is 'locked and loaded' for a major move and warns 'bird brain' short-term thinkers that they are being shaken out. His main thesis is the 'GVD' method (Growth, Value, Dividends), which involves staying diversified so that no single stock failure can ruin a portfolio. He emphasizes that high-quality SAS stocks like Salesforce and Adobe are likely nearing a bottom.

Jeremy reviews his entire public account, noting that while big tech companies like Meta and Amazon are spending heavily on capex, their underlying business models remain rock solid. He predicts that money is currently rotating into 'safe havens' like Walmart, Costco, and energy stocks while growth sectors cool off. He stresses the importance of listening to conference calls and understanding financial metrics rather than 'gambling' or reacting to after-hours price movements.

META: Jeremy views Meta as a phenomenal company with an attractive valuation despite massive capex spending. He highlights the monetization potential of WhatsApp, Threads, and Meta Glasses as long-term drivers. He believes the company's track record of tying products together will continue to pay off.

NKE: Jeremy sees the turnaround for Nike as 'clear as day' and expects the stock price to follow the fundamental improvement. He predicts Nike is on its way back to $100 or more this year. He expresses high comfort in holding this position for the long term.

SOFI: Despite being down 30% this year, Jeremy remains bullish on SoFi's management under Anthony Noto. He predicts the stock will eventually return to the $25 to $30 range once the market shifts back to a 'risk-on' sentiment. He views the current price action as temporary market malaise.

ELF: Jeremy highlights ELF as a top performer in the cosmetic space, regardless of the broader economy. He notes the stock is up over 1,100% since his initial investment and expects it to hit $200+ within the next two to three years. He dismisses critics who call the stock 'boring.'

AMD: Jeremy is very excited about the upcoming 400 series ramping up this year, which he believes will cause growth rates to explode. He argues the stock is not as expensive as it looks on the surface because profitability and margins are set to expand significantly. He maintains high confidence in Lisa Sue’s leadership.

Mentioned Stocks

NKE

Sentiment: BUYAction: RECOMMENDED

Reasoning: Jeremy sees a clear turnaround in progress and predicts the stock is on its way back to $100+ this year. He believes the fundamentals are improving and the price will eventually catch up.

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