Do NOT waste this crash‼️

Jeremy Lefebvre Makes Money•Mar 27, 2026

Summary

Jeremy provides a comprehensive analysis of the recent market carnage, noting that the NASDAQ is down 12% from its October highs and the Dow has shed over 5,000 points. He interprets the sharp decline in high-quality financial names like Visa, American Express, and major banks as a clear 'recession call' by the market. Despite the red across the board, Jeremy views this as a prime period for long-term wealth building, urging investors to increase their ownership stakes in great companies rather than selling out or remaining stagnant.

His market outlook is cautious regarding the short term, warning that the downtrend could last for months or even years, drawing parallels to the 2022 bear market. He highlights the VIX (volatility index) reaching 31 as a positive indicator for buyers, suggesting that a spike into the 40-60 range would signal a true capitulation bottom. Jeremy critiques the current high capital expenditures of big tech firms, arguing that the stock price hits are necessary to force executives to practice better spending discipline.

**ServiceNow (NOW):** Jeremy explicitly mentions that he bought this stock today, viewing it as a great deal amid the software sector's decline. He believes the stock has been unfairly obliterated along with other high-growth software names. This purchase reflects his strategy of loading the boat during significant market corrections.

**Microsoft (MSFT):** Jeremy notes that for the first time, Microsoft's valuation has become compelling enough to consider it a buy. He points out that the stock is down 34% and is trading at a forward P/E ratio of just under 20. He emphasizes that while he has never owned it before, the current price entry point is very attractive.

**Meta Platforms (META):** Jeremy identifies Meta as his top pick among the tech giants, currently trading at a forward P/E of 17. He argues that even if a recession temporarily hurts earnings, the subsequent earnings snapback will likely be much stronger than investors expect. He views the 29% drop from highs as a significant opportunity.

**Amazon (AMZN):** Ranked as his second-favorite deal, Jeremy highlights Amazon's forward P/E of 25 as a solid entry point for long-term investors. He critiques the company's aggressive capital expenditure but expects market pressure to eventually force more disciplined management. He notes the stock is down 22% from its recent peaks.

**Nvidia (NVDA):** Jeremy expresses skepticism about the sustainability of Nvidia's current profit margins, calling them 'astronomically high' and unrealistic for the long term. He predicts that increasing competition from AMD and custom internal chips will eventually force Nvidia to lower its pricing. He views the current situation as a bubble that will eventually face significant pressure.

Mentioned Stocks

Sentiment: SELL

Reasoning: Jeremy classifies Micron as a commodity company and argues that its current record numbers and high margins are unsustainable long-term.

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AMZN

Sentiment: BUYAction: RECOMMENDED

Reasoning: It is Jeremy's second favorite opportunity behind Meta. With a forward P/E of 25 and the stock down 22%, he believes it is a high-quality long-term buy.

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