Don’t miss this LIFE Changing Stock‼️

Financial Education•Jul 28, 2026

Summary

Jeremy focuses on the cyclical nature of the stock market, specifically within the semiconductor and software-as-a-service (SAS) sectors. Jeremy believes that the 15% drop in AMD and the 27% drop in Micron are temporary pullbacks before a massive rally driven by strong upcoming earnings guidance. Jeremy emphasizes the importance of building a 'Growth, Value, Dividend' (GVD) portfolio to withstand short-term market drama while focusing on long-term wealth accumulation over 5 to 20 years.

Jeremy predicts a 'party' atmosphere for semiconductor stocks over the next 18 to 36 months before the inevitable end of the current super-cycle. In the SAS space, Jeremy sees signs of recovery for companies that have established 'higher lows' since the peak negativity in April. Jeremy also introduces American Express as a defensive yet high-growth play that remains attractive even in a worst-case economic scenario.

AMD: Jeremy believes the stock will surge to all-time highs above $580 within the next six trading days leading up to its earnings report. Jeremy predicts that AMD will eventually hit over $700 within the next 60 days as it takes the mantle of the 'must-own' stock in the market. Jeremy notes that the company's guidance will likely be significantly above Wall Street expectations, potentially pushing its market cap over one trillion dollars.

MU: Jeremy expects Micron to rally in tandem with AMD and assigns an 80% probability of the stock returning to the $1,200 range. Jeremy notes a 50% chance for the stock to reach $1,500 and a 20% chance for it to hit $2,000, though Jeremy warns that memory price super-cycles are not sustainable forever. Jeremy views the current forward P/E as attractive but cautions that the boom cycle will eventually flatline.

AXP: Jeremy labels American Express as a 'perfect easy money stock' because of its stable membership-based business model and moderating expense growth. Jeremy projects a base case of mid-20% compound annual growth, suggesting the stock offers high capital appreciation alongside reliable dividends. Jeremy highlights that even in a bear case with only 5% revenue growth, the stock should still deliver 10-16% annual returns.

NOW: Jeremy asserts that ServiceNow has already bottomed out, as the stock has consistently formed higher lows since the negativity peaked in April. Jeremy observes that investors are now willing to buy the dips, which provides a bullish confirmation for the stock's trajectory. Jeremy suggests the bottom is firm unless there is a catastrophic disintegration of the company's core fundamentals.

CRM: Jeremy views the bottom for Salesforce as questionable and highly dependent on whether revenue growth can accelerate in the next report. Jeremy states that if Salesforce can guide for 14-16% growth, the stock will likely return to the $200+ level quickly. Jeremy points out that Wall Street's affinity for CEO Marc Benioff will act as a catalyst if the company beats revenue expectations.

PLTR: Jeremy considers the Palantir bottom to be uncertain due to a looming deceleration in revenue growth expected this quarter or next. Jeremy explains that the market's reaction to this inevitable slowdown will be a major test for the stock's current valuation. Jeremy continues to hold a large position but warns viewers that calling a definitive bottom is dangerous until the growth deceleration is processed by investors.

Mentioned Stocks

Sentiment: BUYAction: RECOMMENDED

Reasoning: Jeremy sees an 80% probability of Micron returning to the $1,200 range as it follows AMD's upward momentum. Jeremy notes the forward P/E is very low, potentially between 4 and 6, which justifies higher price targets of $1,500 or even $2,000 in a strong cycle.

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CAKE

Sentiment: BUY

Reasoning: Jeremy mentions that Cheesecake Factory is the number five best performing stock in Jeremy's public account, up 113% excluding dividends. Jeremy notes that Jeremy is currently up $150,000 on this position.

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AMD

Sentiment: BUYAction: RECOMMENDED

Reasoning: Jeremy expects the stock to reach all-time highs above $580 within the next six trading days and predicts a price target over $700 within 60 days. Jeremy believes the upcoming guidance will be significantly above Wall Street expectations, making it the must-own stock in the market.

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CRM

Sentiment: HOLD

Reasoning: Jeremy notes the bottom is questionable and depends on revenue acceleration. Jeremy states that guidance for 14-16% revenue growth is needed to push the stock back above $200, but weak guidance could see it return to $150.

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AXP

Sentiment: BUYAction: RECOMMENDED

Reasoning: Jeremy calls this the 'perfect easy money stock' because expense growth is finally moderating while revenue remains stable. Jeremy predicts a mid-20% compound annual growth rate in his base case and even 10-16% in a very conservative bear case.

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PLTR

Sentiment: HOLD

Reasoning: Jeremy explains that the bottom is uncertain due to an upcoming deceleration in revenue growth. Jeremy believes investors must first see how the market reacts to this deceleration before a definitive bottom can be called.

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NOW

Sentiment: BUYAction: RECOMMENDED

Reasoning: Jeremy asserts that the bottom is already in because the stock has established a clear pattern of higher lows since April. Jeremy believes the market is now aggressively buying dips, signaling a recovery from the peak negativity earlier this year.

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