I Spent $100,000 on this 1 Stock Today‼️

Financial Education•Sep 16, 2026

Summary

Jeremy provides a detailed analysis of the current market environment, noting that investor attention is currently hyper-focused on the Federal Reserve, Treasury yields, and inflation data. Jeremy suggests that this focus on short-term noise often overlooks the fundamental growth of individual companies. Jeremy specifically addresses how rising diesel and gasoline prices are impacting transportation costs for consumer goods and restaurants, yet Jeremy views these fluctuations as cyclical hurdles rather than long-term dealbreakers.

**RH:** Jeremy highlights RH as a primary high-conviction play, having personally invested $100,000 into the stock today. Jeremy explains that although the stock has performed poorly over the last five years, its cyclical nature means the next expansion phase could be massive. Jeremy is particularly excited about the company's shift to a "compound" store format, which utilizes cost-effective one-story buildings that are significantly cheaper and faster to construct than their traditional multi-level structures.

**Celsius (CELH):** Jeremy discusses the massive international expansion opportunity for Celsius, sharing evidence of early-stage growth in France, Portugal, and Australia. Jeremy points out that significant insider buying is a major bullish signal, noting that a director recently bought $1 million worth of shares and the CEO bought $500,000 worth. Jeremy expresses a long-term price target of $100 for the stock, believing its global distribution potential is still in its infancy.

**Cheesecake Factory (CAKE):** Jeremy examines the recent dip in the stock price to under $100, attributing it to temporary dining traffic declines and inflationary pressures on food and labor. Jeremy argues that the real value lies in the company's sub-brands like Flowerchild and North Italia, which are seeing double-digit comparable sales growth and have room for hundreds of new locations. Jeremy suggests that any entry price between $60 and $90 is an excellent opportunity for long-term believers in the brand's expansion.

**ELF Beauty (ELF):** Jeremy maintains a bullish outlook on ELF Beauty, emphasizing that the brand is well-positioned for a slowing economy because 75% of its products are priced at $10 or less. Jeremy admits that while oil prices affect petrochemical ingredients and shipping, the brand's value proposition ensures it gains market share when consumers tighten their spending. Jeremy predicts that the stock could eventually reach several hundred dollars per share as it continues to disrupt the traditional cosmetics market.

Mentioned Stocks

CELH

Sentiment: BUYAction: RECOMMENDED

Reasoning: Jeremy highlights significant insider buying, including a $1 million purchase by a director and $500,000 by the CEO. Jeremy is bullish on the untapped international market potential in countries like France, Portugal, and Australia. Jeremy sets a long-term price prediction of $100 per share for Celsius.

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ELF

Sentiment: BUYAction: RECOMMENDED

Reasoning: Jeremy views the brand as recession-resistant because the majority of products are under $10. Jeremy believes that even if oil prices raise ingredient costs, the brand's quality and affordability will attract more customers in a tighter economy. Jeremy predicts the stock could reach several hundred dollars long-term.

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CAKE

Sentiment: BUYAction: RECOMMENDED

Reasoning: Jeremy considers the current drop below $100 a short-term opportunity. Jeremy points to the high unit growth potential of North Italia and Flowerchild as the primary thesis. Jeremy mentions that entry points between $60, $70, $80, and $90 are attractive for long-term investors.

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Sentiment: BUYAction: BOUGHT

Reasoning: Jeremy spent $100,000 on RH stock today ($50,000 in the public account and $50,000 in a private account). Jeremy believes the stock is a legendary cyclical play that is currently bottoming. Jeremy is highly optimistic about the new 'compound' store format, which reduces construction costs and time, potentially leading to massive margin expansion and growth in the coming years.

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