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Early Investors will change their life‼️

Financial Education•Jul 3, 2026

Summary

Jeremy analyzes the current market landscape, noting that his public portfolio has reached an all-time high despite recent volatility in stocks like AMD. His primary focus is on Meta's pivot to offer cloud-based AI computing services to outside customers. He views this as a strategic effort to offset the massive capital expenditures Meta has poured into its AI infrastructure. He warns that this move is a clear indication that Meta—along with other major tech firms—has significantly overspent on AI hardware due to "FOMO," and they are now attempting to find ways to generate revenue from this excess capacity.

Meta: Jeremy highlights the move into cloud AI services as an exciting growth catalyst for the company. However, he cautions that it confirms the company likely over-invested in infrastructure. He suggests that investors should watch for the moderation of capital expenditures or concrete proof of profitability from these AI investments.
Nvidia: Jeremy points out that Nvidia has been the beneficiary of the massive "over-ordering" cycle in the tech industry. He expresses concern that if major companies like Meta are now trying to sell off excess capacity, the demand for Nvidia's chips may not be as sustainable as the market previously believed, which explains the stock's recent stagnation.
ELF: Jeremy cites ELF as a prime example of a high-growth stock that experiences rapid, massive gains after hitting a bottom. He notes the stock has climbed over 60% since its June 5th lows, reaffirming his thesis that these types of companies move aggressively once momentum is established.

Mentioned Stocks

META
Sentiment: BUYAction: RECOMMENDED

Reasoning: Jeremy is optimistic about Meta's long-term growth potential due to its pivot toward monetizing AI computing power, viewing it as a new, significant business line that will drive future growth despite the underlying overspending concerns.

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ELF
Sentiment: BUYAction: RECOMMENDED

Reasoning: Jeremy highlights ELF as a high-growth stock that demonstrates his thesis: once these stocks move, they move rapidly (over 60% in less than a month). He remains bullish on the stock's ability to recover quickly from market pullbacks.

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NVDA
Sentiment: HOLD

Reasoning: Jeremy expresses caution regarding Nvidia, noting that the stock has been stuck in the mud. He is concerned about the impact of widespread over-ordering of AI chips and the possibility that tech giants are now realizing they have excess capacity.

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