AMD, SOFI, FUBO Investors Get Ready‼️

Jeremy Lefebvre Makes Money•Apr 6, 2026

Summary

Jeremy provides a comprehensive analysis of the current market landscape, reacting to insights from Tom Lee and Jamie Dimon while detailing his personal stock watchlist. He emphasizes a bullish outlook, arguing that the 'risk-reward' for stocks is currently very favorable. Jeremy warns against the 'game of chicken' involved in trying to time the market, suggesting that staying invested is statistically superior to sitting in cash. He also explores Jamie Dimon's views on AI, noting that the massive spending in the sector is justified by expanding use cases and productivity gains.

Jeremy focuses on several high-conviction plays and provides specific outlooks:

AMD: Jeremy is extremely bullish on the stock due to its 11% gain while the S&P 500 has declined. He anticipates a 'mass ramp' of the 450 series over the summer, which he believes will trigger growth rates the company hasn't seen in a long time. He views the current outperformance as just the beginning of a more substantial move over the coming months.

FUBO: Following a 25% price surge, Jeremy highlights the company's strongest financial position to date. He points to the guidance of $300 million in adjusted EBITDA by 2028 and the fact that the company no longer needs to dilute shareholders or seek outside capital. Jeremy considers the stock a buy even after the recent rally, as he believes its financial stability is not yet reflected in the price.

SOFI: Jeremy describes SoFi as a 'one of one' growth story in the fintech space that is poised to 'fly' as soon as the market sentiment shifts back to risk-on. He predicts the stock will return to the $20 range and potentially reach $30 over a longer period. While acknowledging the risks of the lending space, he views any market sell-offs as tremendous buying opportunities.

Meta: Jeremy identifies Meta as a strong long-term buy, noting potential improvements in their advertising model. He mentions that the company is moving away from credit card-based ad payments toward an advance-based system, which could significantly boost their pricing power. He remains optimistic about their upcoming revenue growth rates.

Honest (HNST): Jeremy expresses high confidence in this stock, stating that he believes it will reach a price of $5 or more by the end of the year. He likes the valuation and mentioned a desire to pick up more shares at current levels. The stock remains a key part of his potential buys watchlist.

Mentioned Stocks

CELH

Sentiment: BUYAction: RECOMMENDED

Reasoning: Celsius is categorized as a 'huge buy' by Jeremy, noting its recent 4% move and attractive setup.

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ELF

Sentiment: BUYAction: RECOMMENDED

Reasoning: Jeremy describes Elf Beauty as a 'huge buy' right now, even preferring it over other deals like RH.

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AMD

Sentiment: BUYAction: RECOMMENDED

Reasoning: Jeremy notes that AMD is showing significant outperformance compared to the S&P 500. He highlights the upcoming mass ramp of the 450 series this summer as a catalyst for growth rates not seen in a long time.

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SOFI

Sentiment: BUYAction: RECOMMENDED

Reasoning: Jeremy believes SoFi is a top high-growth fintech play. He predicts the stock will move back over $20 and potentially reach $30 once the market returns to a risk-on environment.

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Sentiment: BUYAction: RECOMMENDED

Reasoning: Jeremy calls Estée Lauder a 'huge buy' at $70, particularly if investors can get it under that price point.

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FUBO

Sentiment: BUYAction: BOUGHT

Reasoning: Jeremy explicitly states he has been buying Fubo stock. He is very positive about their fiscal 2028 adjusted EBITDA target of at least $300 million and the fact that they have enough cash to fund operations without further dilution.

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NOW

Sentiment: BUYAction: RECOMMENDED

Reasoning: Jeremy states that ServiceNow remains a buy, especially if the price is around or under $100.

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HNST

Sentiment: BUYAction: RECOMMENDED

Reasoning: Jeremy loves the stock and predicts it will be at $5 or more by the end of the year regardless of market conditions. He mentioned wanting to pick up more shares.

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