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This is my last Warning‼️Insane Move coming

Jeremy Lefebvre Makes Money•Jul 31, 2026

Summary

Jeremy argues that the technology sector is currently defined by a divergence between winners executing on AI and cloud strategies and laggards struggling with expenses. Jeremy states that Amazon and AMD are leading the charge, with Amazon's AWS growth accelerating significantly and AMD preparing for a major market-cap expansion. Jeremy believes that the broader semiconductor trade remains healthy despite skepticism from some prominent short-sellers.

Amazon (AMZN): Jeremy argues that Amazon is an 'always a buy' stock, emphasizing a long-term path toward a $10 trillion market capitalization. Jeremy states that AWS's 37% growth is a phenomenal beat that could accelerate to 50% or 60% in future quarters. Jeremy believes that the combination of cloud, e-commerce, and advertising growth makes the valuation attractive for at least the next decade, noting that AWS alone could eventually be worth $5 trillion.
AMD (AMD): Jeremy states that AMD is preparing for a 'shock and awe' guidance cycle that could push the stock to all-time highs before the upcoming earnings report. Jeremy predicts the stock will reach $700 or more within 30 days of the earnings announcement, suggesting that short-sellers are currently 'playing with fire.' Jeremy argues that AMD's growth in the AI sector is mirroring the early explosive phases seen in other semiconductor giants.
SoFi (SOFI): Jeremy states that SoFi is a massive long-term opportunity and mentions buying the stock today for a growth portfolio. Jeremy argues that the recent financial report was exceptional and predicts the stock will bounce back to the $20 range. Jeremy states that the company is successfully transitioning into a fintech and banking giant despite short-term market volatility.
Micron (MU): Jeremy argues that betting against Micron is premature and disagrees with recent short positions held by investors like Michael Burry. Jeremy states that the memory market is in a sweet spot and predicts a 50/50 probability that the stock could reach $1,500. Jeremy believes the current cycle has significant longevity, possibly extending into 2027 or 2028.

Mentioned Stocks

MU
Sentiment: BUYAction: RECOMMENDED

Reasoning: Jeremy describes Micron as 'looking like a snack' and predicts a potential move to $1,200 or even $1,500. Jeremy argues that shorting the stock now is a mistake and that the memory cycle is currently in a very profitable sweet spot. Jeremy suggests a price prediction of $1,500 is a 50/50 probability.

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AMZN
Sentiment: BUYAction: RECOMMENDED

Reasoning: Jeremy labels Amazon as 'always a buy' due to the massive potential of AWS, which Jeremy expects to become a $1 trillion revenue business. Jeremy highlights the 37% AWS growth as a major catalyst and projects a long-term $10 trillion market cap for the total company.

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META
Sentiment: SELL

Reasoning: Jeremy calls Meta's recent performance 'doggy doodoo' due to decelerating revenue and out-of-control spending. Jeremy states that unlike Amazon, Meta is not showing a clear return on its massive capital expenditures and believes the stock will be 'dead money' for the near term.

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AMD
Sentiment: BUYAction: RECOMMENDED

Reasoning: Jeremy predicts that AMD is set for a massive move upward, potentially reaching $700 within 30 days of its next earnings. Jeremy argues that the shorts are 'playing with fire' and that the company will deliver 'shock and awe' guidance that exceeds Wall Street expectations.

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SOFI
Sentiment: BUYAction: BOUGHT

Reasoning: Jeremy explicitly states that Jeremy bought SoFi stock today for the Patreon portfolio. Jeremy believes the stock is ready for a significant run back to $20+ following a very strong earnings report that the market initially mispriced.

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AAPL
Sentiment: BUYAction: RECOMMENDED

Reasoning: Jeremy gives Apple an A+ grade for its latest report, noting strong growth in services and product sales. Jeremy argues that the stock's pullback is simply due to a high valuation at all-time highs rather than fundamental issues.

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