I will Buy Heavy Tomorrow‼️ Here’s what & why…

Jeremy Lefebvre Makes Money•Mar 12, 2026

Summary

Jeremy provides a comprehensive market outlook, defining the current environment as a "kangaroo market"—a choppy, down-trending period characterized by small corrections of 5-10% rather than a major crash. He monitors the Fear and Greed Index, which is currently in "extreme fear," and the VIX, noting that a VIX over 30 signals a good time to buy, while over 50 suggests "loading the boat." He views the high percentage of bearish sentiment among AI investors (46.4%) as a positive contrarian indicator that the market might be nearing a bottom.

Jeremy’s main thesis is to take advantage of market weakness to build positions in growth and value stocks that have fallen out of favor. He plans to execute heavy buys across his portfolios tomorrow, specifically targeting stocks that have dropped significantly from their recent highs. He also analyzes the economic role of the high-end consumer, warning that if this demographic pulls back due to AI job concerns or a lack of "wealth effect" from declining crypto and tech prices, the broader economy could face a recession.

Regarding specific stock mentions:

ELF (Elf Beauty): Jeremy considers the stock a great long-term buy at the current $72 price level. He highlights its volatility, noting it hit a high near $146 and a low near $49, making the current dip under $100 a rare opportunity. He plans to buy this stock heavily tomorrow.

EL (Estée Lauder): Jeremy views Estée Lauder in the $80s as a "steal deal" for investors. He expresses surprise at the level of damage the stock has taken and notes that it would not be under $100 if not for the broader market drama. It is one of his top priority buys for the upcoming trading session.

SOFI (SoFi Technologies): Jeremy points out that SoFi's drop to $17 is a significant pullback from its $32 high, despite the company's incredible growth rates. He argues that investors should be thankful for this entry point, as the stock likely wouldn't be this cheap without the current market weakness. He intends to add to his position tomorrow.

ADBE (Adobe): Following Adobe's earnings, Jeremy gives the company a B+ grade for its income statement. He emphasizes that revenue growth is accelerating (12% this quarter) and debunking fears of AI disruption. With a forward P/E of 11, he considers it a buy and will likely add shares tomorrow.

NKE (Nike): Jeremy describes Nike as being in a state of incredible weakness, falling off a cliff to $54. He calls this a "steal deal" for long-term investors, believing the company's numbers will improve significantly over the next few years. He suggests that the stock is currently extremely out of favor but remains a high-quality asset.

AXP (American Express): Jeremy is aggressively buying American Express, stating he wants every share in sight at or below the $300 level. While he acknowledges short-term risks regarding high-end consumer spending, he believes in the company's long-term strength. He views any price under $300 as an excellent entry point.