WYNNBullpending
Financial EducationTarget Price
$120
“next thing you know, uh, wind sitting at a 120 and you're like had an opportunity getting in in the 70s or the 80s.”
Thesis at the time
BullishJeremy argues Wynn is an extremely rate-sensitive stock that will go through a huge rally once oil prices and interest rates peak and begin declining. He stresses the importance of positioning before the company's upcoming Middle East property opens.
Key arguments
- Wynn is extremely sensitive to the direction of 2-year and 10-year yields
- A peak in oil is likely to coincide with a peak in rates, which would be bullish for Wynn
- Investors need to position before the new Middle East property opens due to potential upside risk
Counter-arguments acknowledged
- If oil keeps rising to new highs, rates would likely rise too, which would hurt Wynn short-term
Hedges and caveats (from the video)
- Past performance (Tesla, Palantir, Meta, AMD gains) does not guarantee future results
- Video focuses on personal portfolio gains which may not be replicable
- Growth investing framework is educational but application to specific stocks requires individual analysis
- Market conditions and macroeconomic factors (Fed rates, inflation, geopolitical risks) create uncertainty
The call
- Date said
- Sep 18, 2026
- Timeframe
- before the Middle East property opens
- Price at prediction
- $84.23
- Current price (live)
- $82.51$37.49 below target
- Confidence
- low
- Specificity
- specific
How it resolved
- Status
- pending
Confidence Reasoning
The price target is conditional on oil and rates peaking, a scenario the speaker hedges around, though he states he is personally building positions on this thesis.
Source
This Stock will Change Early Investors LFE‼️
Said on Sep 18, 2026Open on YouTube ↗