This Stock will go to $500‼️

Jeremy reports that his public account is up $127,000, reaching new all-time highs as the market consistently pushes higher with occasional pullbacks. Jeremy then provides five crucial pieces of advice for investors aiming to scale their portfolios as quickly as possible. Firstly, Jeremy emphasizes maintaining a larger gap between income and expenses, allowing for more capital to be invested and benefit from compounding. Secondly, Jeremy stresses the importance of diversification using the "GVD" (Growth, Value, Dividends) approach, building a portfolio of 7-20 stocks rather than going "all-in" on one or two, which he likens to playing roulette and risks significant losses during market downturns. Jeremy highlights that his own $4.5 million portfolio's success through various market dramas (corrections, crashes) is a testament to diversification. Thirdly, Jeremy advises reinvesting all dividends and profits back into the portfolio, avoiding withdrawals for minor purchases and only taking money out for major life events like retirement or a house down payment, to maximize compounding. Fourthly, Jeremy warns against leverage plays such as leveraged ETFs, margin, and options for the vast majority of investors, as they typically lack the time or discipline for these high-risk strategies, with margin being a non-negotiable "no touch." Lastly, Jeremy urges investors to base their buy and sell decisions on objective numbers and projections, not emotions or guesses, demonstrating this with an example using American Express.

Jeremy then details his exit strategy for AMD. He currently holds 2555 shares in his public account and plans to retain 1000 shares for the "super long term" (10-15+ years), intending to ride through multiple chip cycles. His exit plan applies to the remaining 1555 shares. Jeremy's base case projections for AMD by 2030 include 35% average revenue growth and 50% net income growth (anticipating a slowdown in chip orders around 2029-2030), leading to a target price between $879 and $1054, or roughly $1000. Jeremy states that if AMD reaches $625 or higher within the next six to nine months, he will begin selling 200 shares at a time, continuing to sell additional 200-share blocks for every subsequent $25-$50 increase. He acknowledges that market hype could push AMD to $1000 within nine months, but he bases his actions on his numerical projections and disciplined approach, drawing parallels to Tesla's past unsustainable growth extrapolation. Jeremy emphasizes having no regrets if the stock continues to climb after his sales, maintaining an "abundance mentality."

Regarding ELF, Jeremy expresses strong short-term and extreme long-term bullishness. Jeremy anticipates ELF could reach $100-$140 by year-end. For the long term, Jeremy projects ELF to hit $3.2 billion in revenue and over $400 million in net income by 2030, which, with a 30-35 P/E, would push the stock over $200. Jeremy believes ELF has the potential to become a top five global cosmetics company within the next decade, growing its market cap from $4.5 billion to potentially $50 billion, $70 billion, or even $90 billion. This conviction is based on ELF's trajectory, successful brand acquisitions (e.g., Road, Notorium), and strategy of buying rapidly growing brands with significant Total Addressable Markets (TAMs). Jeremy also mentioned American Express as a buy at $346, an "okay buy" at $446, not a buy at $546, and a sell at $646, based on his numerical projections for 2030, where he expects it to be between $783-$923. Jeremy believes Estee Lauder, currently around a $30 billion market cap, will exceed $50 billion within three years. He also noted Honest is on track to reach $5+ by year-end.