I just bought my next GREAT STOCK‼️(NEW STOCK BUY)
Summary
Jeremy analyzes the recent market volatility and a significant shift in Federal Reserve policy under potential new leadership concepts. He discusses how several 'big dogs' at the Fed are pushing for higher interest rates, which the market traditionally hates. Jeremy highlights a move away from 'forward guidance' and 'dot plots' as an attempt to make the Federal Reserve less relevant and return to a more traditional, free-market banking style. While this creates short-term uncertainty, he believes it will ultimately benefit investors who focus on earnings, valuation, and profitability.
Jeremy emphasizes a specific strategy for 'red days' in the market: avoid defensive staples like Hershey or McDonald's and instead focus on high-quality growth stocks that have been disproportionately hit. He provides historical context by showing his own massive gains from buying stocks like Meta, AMD, and Amazon during periods of peak negativity. Jeremy also reveals a major personal trade made during the current market dip, focusing on high-performing tech at what he considers a reasonable valuation.
Mentioned Stocks
Reasoning: Jeremy recommends buying Meta on big down days, noting it was down over 5% today. He uses his previous buys at $90-$100 as proof of the strategy's success and believes the stock is a long-term winner headed toward a $1,000-$2,000 price target.
Reasoning: Jeremy is highly positive on Cheesecake Factory, noting he is up $112,000 on the position. He calls it the 'one stock that can save everything' because it consistently moves upward regardless of overall market conditions and provides steady dividends.
Reasoning: Mentioned as a high-quality growth stock (Mr. Softy) that was down 4% today, making it a better opportunity than defensive safety stocks during a market panic.
Reasoning: Jeremy lists Intuit as a 'beaten-down growth stock' that investors should look at during market reversals. He argues that even if AI hype is overblown, people will continue to use TurboTax and QuickBooks long into the future.
Reasoning: Jeremy explicitly stated he bought over $60,000 worth of Netflix stock today. He justifies this based on the company's back-to-back 'A+' income statement grades, 16% revenue growth, and a massive $2.8 billion breakup fee windfall from Warner Brothers Discovery. He views the failed acquisition as a positive for the balance sheet.