This Stock is Ready for Big Move.

Jeremy Lefebvre Makes Money•Feb 27, 2026

Summary

Jeremy analyzed the recent market volatility, focusing heavily on the software sector and specific earnings reports. He posits that the sell-off in software is driven by 'AI derangement syndrome,' where investors falsely believe AI will render software tools obsolete. Using insights from Nvidia's CEO, Jeremy explains that AI agents will act as 'tool users'—meaning they will use existing software like Excel or Salesforce to perform tasks more efficiently, which will likely increase the demand for these digital tools. Jeremy believes this sector is currently the most underappreciated in the market.

Jeremy also reviewed several specific stocks following their earnings reports and recent price action:

Honest Company (HNST): Jeremy highlights a massive 20% move following a $25 million buyback announcement. He explains that because HNST is a thinly traded stock, this buyback makes the company the most significant buyer in the market, which should provide sustained upward momentum. He credits the CEO for a 'miracle' turnaround of the company's margins and path to sustainability.

Revolve (RVLV): Jeremy views this as a top-tier opportunity due to its incredible financials and strong resonance with Gen Z consumers. He notes that as the spending power of Gen Z grows over the next decade, Revolve's brand loyalty will drive significant long-term value. He previously discussed this stock on his main channel and remains highly optimistic about its sales trajectory.

Celsius (CELH): Jeremy awarded the recent earnings a 'B-' grade, noting that while revenue and gross profit growth are massive, the company still has work to do on the bottom line. He points out that the sky is the limit for this underrated stock, with significant room for margin expansion expected in 2027 and 2028.

Duolingo (DUOL): Despite an 'A+' income statement, Jeremy is bearish as the stock fell 20% after hours. He argues that user growth is slowing monumentally compared to previous years, and increased marketing spend is failing to attract new users at the same rate. This creates a 'scary situation' where the user base could eventually shrink.