T
TubeFolio
Back to Dashboard

I just Spent $73,000 on my Next AMD‼️

Jeremy Lefebvre Makes Money•Apr 30, 2026

Summary

Jeremy provides an analysis of the current tech-driven market, focusing on the divergence between 'winners' like AMD and Google versus 'losers' like Meta. He explains that the market is currently narrative-driven, but emphasizes that high-quality companies with attractive valuations remain the best long-term plays. Jeremy references Steve Eisman’s view that the economy remains 'K-shaped' and that the dominance of tech in the S&P 500 justifies higher market multiples compared to a decade ago.

Jeremy discusses the recent sell-off in SaaS (Software as a Service) stocks, suggesting it may be a result of forced liquidations by overleveraged funds rather than purely a fundamental shift. He mentions that when institutional players are forced to liquidate, price becomes secondary to the need for exits. He also highlights the importance of transparency in corporate reporting, suggesting Meta could fix its stock price by breaking out individual business segments like WhatsApp and Instagram to show specific growth drivers.

AMD: Jeremy believes the stock is on a trajectory to reach $500 to $1,000 in the coming years, with a theoretical bull case of $2,000 by 2030. He notes that breaking the $365 to $380 resistance level would likely trigger a flood of analyst upgrades as Wall Street is currently 'offsides.' While he isn't buying more today because he loaded up previously, he maintains that it is still a buy for long-term investors.
Alphabet (Google): Alphabet is hailed as a 'must-own' stock due to its 63% growth in cloud revenue which justifies its high capital expenditures. Jeremy notes that the market rewards Google because it has multiple 'shots on goal,' including search, YouTube, and Waymo, and provides visibility into its monetization. He highlights that their cloud business is now at a $20 billion quarterly base.
Meta Platforms: Despite growing revenues by 33%, the stock is suffering because the market does not trust or understand its massive capital expenditure (capex) increases. Jeremy argues that Zuckerberg has failed to articulate why such extreme spending is necessary for the core business, leading to frustration among shareholders. He suggests that breaking out the financials for individual apps could restore investor confidence.
Fair Isaac Corp (FICO): Jeremy reacts to Steve Eisman's short position, noting that the stock has been 'brutalized' recently after previously trading above $2,000. He agrees that the company's aggressive 500% price hikes have alienated lenders. The massive price disparity between FICO and its competitors like Vantage Score makes the company vulnerable.

Mentioned Stocks

META
Sentiment: HOLD

Reasoning: While acknowledging the phenomenal 33% revenue growth, Jeremy notes that the market is punishing the stock because it does not trust the massive capex spend. He mentions that Zuckerberg hasn't effectively explained why the spend is necessary.

Loading chart...
AMD
Sentiment: BUY

Reasoning: Jeremy believes AMD is a long-term buy with a target price between $500 and $1,000. He views the $365-$380 range as a critical breakout level that will force analysts to upgrade their price targets to the $400s.

Loading chart...
GOOGL
Sentiment: BUYAction: RECOMMENDED

Reasoning: Jeremy considers Alphabet a 'must-own' winner because its 63% cloud growth provides clear ROI for its capex. He highlights the company's many 'shots on goal' and visibility into AI monetization.

Loading chart...
FICO
Sentiment: SELL

Reasoning: Jeremy agrees with Steve Eisman's negative view, noting that FICO has aggressively raised prices by 500% and is now significantly overpriced compared to alternatives like Vantage Score, which has led to recent stock price destruction.

Loading chart...