AMD Investors GET READY‼️ The time has come…
Overall Thesis
The creator celebrates significant portfolio gains from AMD and Meta holdings while discussing market volatility and identifying future investment opportunities.
Narratives
Jeremy believes Celsius has a multi-year growth runway from 2027 to 2030 driven by global brand expansion, improving margins, and eventual capital return programs.
Key Arguments
- Celsius and Alani brands continue expanding domestically and internationally
- Expects improving margins, EPS growth, and eventual buybacks/dividends leading to a valuation re-rating
Predictions (1)
Jeremy includes Netflix among stocks he is most excited to buy, noting it has been rangebound for years despite being a well-known, sticky subscription business.
Key Arguments
- Well established, low-risk-profile company with sticky subscribers
- Stock has gone nowhere since Q4 2021, seen as an opportunity
Jeremy has held Estee Lauder for a couple of years, calling it a great stable company after the stock bottomed last year, with a current unrealized gain of about $48,000 in his portfolio.
Key Arguments
- Stock bottomed last year
- Viewed as a stable, high quality holding
Cheesecake Factory is mentioned only in passing as a five-figure gain in Jeremy's portfolio for the day, with no substantive thesis or forward-looking view offered.
Key Arguments
- Position gained over $10,000 in a single day
Jeremy remains heavily long AMD, viewing it as the primary beneficiary of AI chip demand as it takes market share from Nvidia over the coming years. He believes AMD's revenue growth will soon outpace Nvidia's and has no plans to sell his shares aside from a small trim consideration at $700.
Key Arguments
- AMD just hit an all-time high and joined the trillion-dollar market cap club
- AMD is taking market share from Nvidia and will grow revenue faster than Nvidia in the coming years
- Lisa Su's turnaround of AMD from a $2 stock to a trillion-dollar company is compared to Steve Jobs' Apple turnaround
- AMD's Q2 revenue grew 50% YoY with data center sales up 107%
Jeremy is a long-term Meta shareholder but is not currently buying, viewing the stock as stuck in a range until Zuckerberg either cuts capex or investors better understand the payoff from AI spending. He is skeptical that the new Muse AI app is a proven game-changer despite strong app store ratings.
Key Arguments
- Meta's Muse AI app download numbers (1-2 million) are unimpressive relative to Meta's billion-plus user base, though its 4.9 app store rating is a positive sign
- Meta has spent nearly $300 billion on capex and should be expected to produce game-changing products given that spend
- Stock has been rangebound between roughly $550 and $750 for most of the year absent a real catalyst
Jeremy uses Novo Nordisk purely as a historical case study of how quickly market sentiment can shift, noting its rise from under $50 to $150 a share and subsequent collapse to $39. He does not offer any forward-looking view or price target on the stock.
Key Arguments
- Stock rose from under $50 in 2022 to about $150 two years later on GLP-1 weight loss drug hype
- Stock has since fallen to $39, down over 70% from highs
Jeremy views RH as a compelling multi-year turnaround opportunity after the stock fell over 80% in five years, though he defers detailed reasoning to other videos.
Key Arguments
- Stock is down 80%+ over the past 5 years, seen as ultra-hated
- Believes it has a strong risk-reward profile for a multi-year recovery
Predictions (1)
Jeremy is actively buying American Express, calling it one of the best business models with a strong client base, and expects a strong run from 2027 to 2030.
Key Arguments
- One of the best business models and client bases
- Extremely profitable and steady growth
Predictions (1)
Jeremy sees Wynn Resorts as an opportunity after enduring multiple headwinds this decade (COVID, Macau shutdowns, high rates), believing conditions will improve over coming years aided by Macau strength and a new Middle East property.
Key Arguments
- Macau and Vegas properties well positioned, especially for VIP/high net worth business
- New Middle East property seen as a huge long-term opportunity
- Owns valuable undeveloped land across from Wynn/Encore Las Vegas
Predictions (1)
Jeremy has owned e.l.f. Beauty on and off for years, with original shares up over 1,000%, and recently re-bought around $49 (now $97), seeing long-term multi-bagger potential.
Key Arguments
- Original 2019 shares up over 1,000%
- Recent purchase around $49 has already roughly doubled to $97
Predictions (1)
Hedges & Caveats
- Creator states he is not actively buying Meta stock currently
- Past performance discussion (how quickly market can shift) uses historical examples
- Video promotes private paid group membership for deeper investment education
- Creator acknowledges positions already built in mentioned companies