My Stock is UNDER ATTACK‼️

Jeremy Lefebvre Makes Money•Mar 18, 2026

Summary

Jeremy opens by addressing a recent short report from Muddy Waters targeting SoFi. He dissects the allegations, which include claims of 'Enron-esque' accounting and inflated EBITDA, and concludes that they are largely semantic tricks or misunderstandings of industry-standard fintech accounting. Jeremy highlights that SoFi CEO Anthony Noto personally bought 28,900 shares on the day of the report, which he views as a strong signal of confidence. He maintains a bullish stance on SoFi, noting that he is a consistent buyer of the stock at prices under $20.

Regarding the broader AI and semiconductor market, Jeremy analyzes Nvidia's current position following comments from CEO Jensen Huang. He argues that while Nvidia has massive visibility into $1 trillion of orders for its Blackwell and Rubin chips, the stock faces short-term headwinds because 'anticipation' has been replaced by concrete numbers and major tech customers are hitting CapEx ceilings. In contrast, he is highly optimistic about AMD, citing its upcoming revenue growth acceleration and its strategic positioning for the AI inference market, which he believes will be far larger than the training market over the long term.

Jeremy also provides a defense for SaaS (Software as a Service) companies like Salesforce and Synopsys. He counters the narrative that AI will replace these platforms, arguing instead that AI 'agents' will act as force multipliers that require even more software licenses. He believes this will significantly expand the Total Addressable Market (TAM) for these companies rather than making them obsolete.

SoFi (SOFI): Jeremy views the Muddy Waters short report as a sign that the company is structurally sound, as he believes the short sellers failed to find any 'real' fraud after months of research. He emphasizes that the stock is currently down roughly 50% from its peaks, trading in the $16 range. He states he will continue to buy shares of SoFi as long as they are under $20.

Nvidia (NVDA): Jeremy describes the company as legendary but predicts that its revenue growth will naturally shrink from triple-digit percentages as the market matures. He notes that big tech companies like Meta and Google are maxing out their cash flow on CapEx, leaving less room for explosive order growth. He expects the stock to potentially stagnate in the short term despite the company's strong long-term fundamentals.

AMD (AMD): Jeremy expects AMD to be a 'beast' over the next one to two years and predicts it will dramatically outperform Nvidia. He points to the production of the MI450 and the massive potential in AI inference as key catalysts for revenue acceleration. He notes that since 'Liberation Day,' AMD has already started to show superior performance relative to its peers.

Salesforce (CRM): Jeremy argues that the company will benefit immensely from agentic workflows because these AI agents will still need to use established tools like Salesforce and Slack. He believes that instead of replacing software, AI will lead to an explosion in the number of tools licensed by organizations. He dismisses the idea of AI 'coding away' these platforms as preposterous.

Mentioned Stocks

NVDA

Sentiment: HOLD

Reasoning: While Jeremy acknowledges Nvidia is a legendary company, he warns of revenue growth deceleration as major customers reach their CapEx spending limits. He believes the stock lacks a short-term 'surprise' catalyst now that management has provided clear visibility into future order numbers.

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AMD

Sentiment: BUYAction: RECOMMENDED

Reasoning: Jeremy is extremely bullish on AMD, predicting it will outperform Nvidia over the next 1-2 years. He cites accelerating revenue growth and a massive opportunity in the AI inference market as the primary drivers for the stock's future success.

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SOFI

Sentiment: BUYAction: RECOMMENDED

Reasoning: Jeremy dismisses the Muddy Waters short report as weak and believes it actually confirms SoFi's stability since no major fraud was found. He notes CEO Anthony Noto's massive insider purchase of 28,900 shares and confirms he is a buyer of the stock at any price under $20.

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CRM

Sentiment: BUYAction: RECOMMENDED

Reasoning: Jeremy argues that Salesforce and other SaaS companies will see their TAM expand due to AI agents requiring more tool licenses. He believes software remains the 'ground truth' for business data that agents will need to interact with, rather than replacing the software itself.

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