This Stock is Going to $1,000 per share‼️
Summary
Jeremy's video emphasizes a core investment philosophy: avoid emotional decisions driven by market fluctuations and instead adopt a consistent, long-term approach focused on fundamentally strong individual stocks. He illustrates how investors are repeatedly "fooled" into selling or not buying, missing out on significant long-term gains, citing the NASDAQ's 1000% increase since 2008 and the S&P 500's 17,000% rise over 70 years. He stresses that every market crash, correction, or all-time high presents a buying opportunity, asserting that the market tends to hit "another all-time high" after reaching one. He advises against ego-driven attempts to time the market, suggesting a choice between being "rich or dumb" and advocating for consistent buying, especially during dips. He explicitly tells viewers to disregard macroeconomic factors like inflation, interest rates, or political events, as these "come and go," and instead concentrate solely on individual companies.
A significant portion of the video focuses on AMD and its future prospects, along with a discussion of other successful past and present investments:
Mentioned Stocks
Reasoning: Jeremy describes Micron as a stock currently experiencing 'big party time,' similar to AMD. He had previously defended it when it was considered 'dead,' noting it rebounded with a 20-30% gain. He highlights that analysts who questioned paying $100 for it a year ago are now rushing to pay over $1,000, indicating strong upward momentum.
Reasoning: Amazon is mentioned as a current holding in Jeremy's public account. On the day of the video, it was up by about $13,000. Its strong performance was a key factor in the substantial gains achieved by his portfolio.
Reasoning: Jeremy states he bought Meta shares at $88-93 back in 2022. He profited significantly as the company's fundamentals improved, leading to a rise to over $700.
Reasoning: Jeremy highlights ELF as an example of a fundamentally driven rally. He bought it as a $7 stock, which later topped over $200. He attributes its success to strong revenue, margins, earnings per share, and brand development.
Reasoning: Jeremy believes NVIDIA could potentially reach a $10 trillion market cap before the current chip cycle concludes. This projection is based on the assumption that NVIDIA can double its earnings per share between 2026 and 2029 while maintaining a forward P/E in the mid-20s. He considers current milestones, like the $5 trillion market cap, to be breakable.
Reasoning: Jeremy is extremely bullish on AMD, highlighting its recent launch of the Ryzen AI Halo, which he believes surpasses Apple M4 Pro and NVIDIA DGX Spark. He anticipates a series of beneficial products from AMD in the coming months and years, backed by strong innovation under CEO Lisa Su. He projects AMD's stock to reach $1,200 to $1,600 in the coming years, potentially within the next 6 to 12 months, with a bull case targeting $2,000+. This potential is attributed to expected 'shock and awe' guidance in upcoming quarters and an ongoing analyst chase that will force price target upgrades. Jeremy plans to sell 555 shares from his current holding in the $700s, another 500 shares in the $900s, and a final 500 shares in the $1,100s, while retaining 1000 shares for the super long term.
Reasoning: SoFi Technologies is mentioned as a current holding in Jeremy's public account. It was up by $2,800 on the day of the video. This gain was another component of the significant positive movement in his investment portfolio.
Reasoning: American Express is mentioned as a current holding in Jeremy's public account. It contributed positively to the day's performance, showing an increase of $7,000. Jeremy highlighted its gains as part of the overall portfolio success for the day.
Reasoning: Jeremy states he made a 2000% return on Palantir due to its fundamental shift with AIP and the AI revolution. He had 5,555 shares in his public account but has since sold a significant portion, cashing out profits, and now holds 1,000 shares for the super long term.
Reasoning: ServiceNow is noted as a current holding in Jeremy's public account. It contributed $3,000 to the portfolio's gains for the day. Its performance was part of the broad upward trend Jeremy observed in his holdings.
Reasoning: PayPal is listed as a current holding in Jeremy's public account. On the day of the video, it saw a gain of $4,800. Jeremy noted its positive movement as a sign of a good market day.
Reasoning: Google is highlighted as a stock in Jeremy's public account. He explicitly states that it 'continues to be incredibly strong.' It contributed to the account's overall positive performance and gains on the day of the video.
Reasoning: Jeremy points to Tesla as an example of a stock that delivered a 2000% return for him, becoming his first million-dollar profit stock. He credits its strong fundamentals at the time, including rapidly growing EV sales, a solar business, and expanding services.