I spent $71,000 on this stock today‼️

Jeremy Lefebvre Makes Money•Aug 6, 2026

Summary

Jeremy provides a comprehensive update on several high-conviction stocks, emphasizing a strategy of buying quality companies during periods of market overreaction. Jeremy highlights his massive $71,000 personal purchase of Celsius, viewing the 18% drop as a long-term entry opportunity despite temporary margin pressures. Jeremy also reacts to Wall Street analysts discussing the S&P 500's path to 8,000, agreeing that earnings expansion, rather than just multiple expansion, is driving the current bull market.

Jeremy focuses on the following key positions:

Celsius (CELH): Jeremy bought 3,000 shares today at approximately $23.67, totaling a $71,000 investment. Jeremy believes Celsius is on a trajectory to become a "drink giant" with a market cap potentially reaching tens or hundreds of billions, making the current $6 billion valuation look like a bargain over a 12-to-48-month horizon.

The Honest Company (HNST): Jeremy notes the stock's 40% surge and sets a price target of $10 by the end of the year, which would equate to a $1 billion market cap. Jeremy highlights the company's clean balance sheet with over $100 million in cash and no debt, positioning it as an attractive buyout candidate with a potential acquisition value of $20+ per share.

E.L.F. Beauty (ELF): Jeremy maintains a very bullish outlook, predicting the stock will exit the year between $100 and $140. Jeremy views ELF as a premier 5-to-10-year hold, citing its successful brand acquisition strategy and strong fundamental growth in the cosmetics industry.

AMD: Jeremy interprets Lisa Su's recent commentary as a sign that the company "sandbagged" its guidance. Jeremy expects the data center business to outperform expectations, potentially driving the stock price back toward the $550 to $600 range in the coming quarters.

Meta Platforms (META): Jeremy expresses long-term optimism but cautions that massive capital expenditures and high spending will weigh heavily on earnings per share (EPS) in the short term. Jeremy argues that while Meta will eventually be a $1,000 or $2,000 stock, that milestone is not happening anytime soon due to these "earnings problems."

Mentioned Stocks

CELH

Sentiment: BUYAction: BOUGHT

Reasoning: Jeremy explicitly stated spending $71,000 to purchase 3,000 shares at a price of $23.67 today. Jeremy views the recent price drop as a major buying opportunity, comparing Celsius to the early days of Monster Beverage. Jeremy believes the company is on a path to becoming a global drink giant with a much higher market cap in the next 24 to 48 months.

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