These 2 STOCKS will Boost Now‼️

Financial Education•Aug 6, 2026

Summary

Jeremy argues that the current earnings season reveals a clear divide between companies that are merely expensive and those that justify their premiums through aggressive growth. Jeremy focuses on identifying underrated tech and consumer stocks that possess significant international expansion potential or unique regional advantages. Jeremy emphasizes that focusing on the long-term trajectory and management quality is the key to navigating volatile periods in the public markets.

Shopify (SHOP): Jeremy states that Shopify is the most underrated tech stock in the market, delivering a quarter with 34% revenue growth and 66% net income growth. Jeremy admits the stock is expensive with a high forward P/E, but argues it deserves this premium because it has been a consistent winner for a decade. Jeremy believes the days when Shopify is not an expensive stock will be the days the growth is over, which does not appear to be anytime soon.

Wynn Resorts (WYNN): Jeremy identifies a major catalyst in the company's new Middle East property opening in 2027, which Jeremy believes could eventually push the stock to the $250-$300 range. Jeremy claims that any price point under $120 represents a strong buying opportunity for long-term investors, as the Las Vegas properties are currently performing exceptionally well. Jeremy notes that the Middle East expansion is the closest opportunity the market has seen to the success of Marina Bay Sands in Singapore.

The Honest Company (HNST): Jeremy is highly optimistic about this small-cap stock, noting that it has over $100 million in cash and no debt. Jeremy argues the stock is on a trajectory to reach $10 or more following a quarter where management raised guidance across all key financial metrics. Jeremy describes it as the most attractive stock under a billion-dollar market cap due to its massive upside potential and momentum.

e.l.f. Beauty (ELF): Jeremy praises e.l.f. Beauty's performance as "legendary," highlighting 30 consecutive quarters of growth and a massive international expansion opportunity. Jeremy explains that international sales currently only make up 21% of revenue, whereas peers are at 70%, leaving a long runway for growth. Jeremy predicts that the stock will finish the year between $100 and $140 per share.

Dutch Bros (BROS): Jeremy acknowledges the brand's strength among younger consumers but points to a high valuation as a reason for caution. Jeremy points out that with a forward P/E of 70, the stock is fighting for investor capital against cheaper alternatives. Jeremy notes that Dutch Bros is acquiring several Salad and Go locations to fuel its expansion phase, but remains neutral on the stock price.

Cheesecake Factory (CAKE): Jeremy highlights Cheesecake Factory as a superior alternative to other high-multiple stocks because it trades at a forward P/E in the low 20s. Jeremy describes the core business as an "ATM machine" that supports the growth of secondary brands like Flower Child and North Italia. Jeremy states that Jeremy's position is up significantly and that Jeremy has no intention of selling.