This Stock is NOW a BUY‼️

Jeremy Lefebvre Makes Money•Mar 11, 2026

Summary

Jeremy's main thesis is that the 2020s is a decade defined by extreme volatility, much like the 2000-2009 period. He emphasizes that during 'risk-off' periods—signaled by drops in assets like Bitcoin—investors should focus on capital preservation rather than aggressive gains. He remains optimistic about the long term but warns that individual stock performance will be driven by whether revenue growth rates are accelerating or decelerating.

Jeremy reviews his portfolio, which is currently valued at approximately $3.6 million, and notes that he is looking to consolidate his holdings by exiting positions where he feels the 'big money' has already been made, such as Google. He also reacts to market commentary from Tom Lee and Ed Yardeni, agreeing that while a correction of 10-20% is possible due to oil price shocks and geopolitical tensions, the fundamental resilience of the U.S. economy and the eventual shift back to a 'risk-on' environment will benefit high-growth 'beast' stocks.

AMD: Jeremy has very high expectations for the stock in the short term, predicting it could reach $275 within the next few months. He believes the upcoming earnings report and guidance will be very exciting for investors as the company ramps up for its next major launches. However, he is avoiding call options due to the unpredictability of macro events like Middle East tensions.

Oracle (ORCL): Jeremy gives the stock a 'B' grade following its recent earnings report and considers it a buy at the current $150 level. While he acknowledges it is not his favorite pick in the tech sector, he believes it will be a steady money maker for investors over the next few years. He notes that while net income growth is currently matching revenue growth, the overall business remains solid.

Google (GOOGL): Jeremy is currently in 'no man's land' with this stock and has already sold off a large portion of his shares for a 96% gain. He intends to exit the remaining position entirely within the next 3 to 4 months because he believes the maximum profit potential has been realized. He wants to reduce his overall exposure to big tech in favor of other opportunities.

Celsius (CELH): Jeremy describes the stock as a 'steal deal' when it trades in the $40 range, asserting that it should not be priced that low given its growth. He saw a 6% move recently and expects significant momentum to return once the broader market shifts back to a risk-on stance. He views this as a high-conviction growth play.

Meta (META): Jeremy is cautious regarding Meta in the short term, expecting it to be a laggard compared to the broader market. His main concern is the 'insane' capital expenditure spending which he believes will weigh on earnings and depreciation for several years. He suggests that without this high spend, the stock could have already reached $800.

Mentioned Stocks

CELH

Sentiment: BUYAction: RECOMMENDED

Reasoning: Jeremy calls Celsius a 'steal deal' at $46 and believes the stock should not be trading in the 40s. He expects it to fly once market momentum returns.

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