I got rich off Tesla & Palantir. This Stock is Next‼️

Jeremy Lefebvre Makes Money•Apr 28, 2026

Summary

Jeremy's main thesis centers on the idea that current market pullbacks in high-quality stocks are creating exceptional entry points for long-term investors. He addresses the recent 8% decline in AMD, dismissing it as a minor fluctuation within a massive multi-year uptrend driven by AI fundamentals. Regarding the broader market, Jeremy notes a surge in retail call option activity; while he views this as high-risk, he acknowledges that retail investors have recently outperformed Wall Street. He also discusses the heavy capital expenditures (CapEx) from big tech companies like Meta and Google, arguing that while this spend pressures current margins, it builds the infrastructure for multi-billion dollar AI businesses in the future.

Jeremy provides a comprehensive list of what he considers the best opportunities currently available. He categorizes these into SaaS growth stocks, turnaround plays, and high-risk/high-reward options. He emphasizes that for many of these companies, the market is currently underestimating their long-term earnings potential and their ability to integrate AI effectively. Jeremy also touches on the housing market, suggesting that if a recovery occurs in the next few years, specific retail and appliance stocks are better positioned than home builders.

AMD: Jeremy sees the recent pullback as insignificant and predicts the stock is fundamentally headed toward a price target of $500 to $1,000 per share. He mentions that some investors believe it could even reach $2,000 in the coming years based on earnings multiples. He views the stock as a massive long-term money maker despite the occasional volatility.

SoFi: Jeremy considers SoFi the future of banking and a great long-term buy. He predicts that the stock could return to the $22 to $25 range if the company continues to report strong earnings. Currently, it remains in a lower consolidation range, which he views as an opportunity.

Celsius Holdings (CELH): Jeremy identifies Celsius as a "steal deal" at its current price of around $32 to $33. He advises investors to ignore short-term sales data and focus on the long-term growth in revenue, margins, and earnings per share. He remains highly bullish on the company's trajectory.

Robinhood (HOOD): After grading their recent income statement as a B-, Jeremy views the stock as a high-risk/high-reward play. He suggests that while it isn't his absolute favorite, it will likely be a moneymaker over time, especially for those who buy during market crashes or significant corrections.