99% of investors are missing this right now‼️
Summary
Jeremy opens the video by highlighting a major recovery in his public trading account, which has gained approximately $400,000 in recent weeks. He provides a market outlook based on historical cycles, noting that current price action aligns with the Trump presidency pattern, which typically sees a bottom in April followed by a consistent rally into December. He contrasts this with typical midterm election years, which often experience summer weakness, but he remains optimistic about the current 'risk-on' environment.
Mentioned Stocks
Reasoning: Jeremy considers Nike to be a 'steal deal' and emphasizes that the current valuation is incredibly cheap based on future earnings potential. He cites recent open-market purchases by board member Tim Cook and Elliott Hill at roughly $42 as a massive bullish signal. Jeremy also mentioned that he recently added to his own position following the company's latest earnings report.
Reasoning: Jeremy labels Celsius as a 'huge buy' and a 'steal deal' at current levels. He views the stock as having significant upside for long-term investors and mentioned positive personal experiences with their Alani protein shake line which is part of his broader interest in the sector.
Reasoning: Jeremy argues that Amazon is a leader in the current risk-on market shift, currently up 25% from its recent bottom. He suggests that if the company moderates its capital expenditures in future guidance, the stock could potentially reach a price of $300 or more.
Reasoning: Jeremy notes that AMD is significantly outperforming the broader market during the current rebound. He highlights his personal seven-figure investment in the company and predicts the stock will reach a price target between $325 and $350. He expects this rally to continue through the spring as anticipation builds for the MI450 launch.
Reasoning: Jeremy believes that SoFi is a prime candidate for growth as the market sentiment shifts back toward risk-on assets. He expresses strong confidence that the stock will eventually recover to the $30 level and has a long-term price prediction of over $50. He notes that the stock has already outperformed the S&P 500 significantly during the recent market turn.
Reasoning: Jeremy states that Microsoft is a great company and that the stock is a buy at current levels. However, he notes that he does not personally own it because it is currently in a difficult position due to market classifications between software and risk-on categories.
Reasoning: Jeremy highlights that Apple has been underperforming the broader market during the recent rally, gaining only 5%. He describes the stock as a 'safety' play that investors avoid when they want to take on more risk, stating that it is currently being outperformed significantly by the S&P 500.