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Last Chance to Buy these 2 Stocks‼️

Summary

Jeremy's main thesis is that the market's transition into 'extreme fear' is the ideal time for investors to be greedy, specifically those in their 20s to 40s who are still in the accumulation phase. He highlights that the NASDAQ is approaching its longest losing streak since 2022, but notes that this creates 'trash man' opportunities where he can pick up discarded but valuable companies. Jeremy observes that SaaS stocks like Adobe and Salesforce are beginning to show relative strength, potentially signaling they will lead the market out of the current bearish trend as they were the first to enter it.

Regarding his personal strategy, Jeremy has increased his buying activity to $3,000 per week in his public account and plans to continue aggressive buying for the next 6 to 18 months depending on market recovery speed. He dismisses geopolitical tensions in the Middle East and oil price shocks as short-term noise that individual stock pickers should use to their advantage. He emphasizes focusing on individual valuations rather than trying to perfectly time the market bottom.

Micron (MU): The stock is down over 30% in two weeks despite reporting excellent earnings and guidance. Jeremy notes it is trading at a ridiculously low forward P/E of around 4, making it a potential value play. However, he expresses caution regarding whether the AI build-out has peaked and if margins will face pressure in the coming years.
Nike (NKE): Jeremy describes Nike's chart as 'obliterated,' with the stock down significantly across all short-to-medium timeframes. He believes the US business has bottomed and the stock is poised for a 10-20% move if China's numbers show stabilization in the upcoming earnings report. At a price point around $51, he views it as a great long-term company that historically emerges stronger from downturns.
RH (Restoration Hardware): The stock has collapsed 77% over the last five years and is currently 'down and out.' Jeremy is considering starting a position in April if the stock moves lower following its earnings report, provided there is a path to profitability. He notes that for RH to truly recover, investors need to see renewed confidence in the high-end luxury housing market.
Whirlpool (WHR): This stock is on Jeremy's radar because it has been beaten down to levels where 'no one cares about it' anymore. He views the housing market as being at a historical low in terms of sales volume, meaning Whirlpool's business has nowhere to go but up. He intends to look for an entry point in April as part of his strategy to buy 'garbage' that the market has abandoned.

Mentioned Stocks

NKE
Sentiment: BUYAction: RECOMMENDED

Reasoning: The stock is significantly beaten down, trading near $51. Jeremy believes the US business has bottomed and sees a massive potential bounce of 10-20% if China results show improvement in the upcoming earnings report.

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MU
Sentiment: BUYAction: RECOMMENDED

Reasoning: Jeremy notes that Micron is down over 30% recently despite stellar earnings. It is trading at a forward P/E of roughly 4, which he finds ridiculous for a company making this much money, though he cautions about the cyclicality of the AI build-out.

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WHR
Sentiment: BUYAction: RECOMMENDED

Reasoning: Jeremy views Whirlpool as a contrarian play on the housing market. He likes to buy when no one cares about a stock, and with housing sales at historical lows, he is eyeing an entry point in April.

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ADBE
Sentiment: BUYAction: RECOMMENDED

Reasoning: Adobe is mentioned as a SaaS stock showing relative strength versus the NASDAQ over the last 5 days, suggesting it might lead the market out of the current bearish cycle.

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RH
Sentiment: BUYAction: RECOMMENDED

Reasoning: Down 77% over 5 years. Jeremy considers it a high-end housing play and states he will likely start a position in April if the stock remains weak after earnings and shows continued profitability.

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