Jeremy Lefebvre Makes Money
YouTube channel feed (https://www.youtube.com/feeds/videos.xml?channel_id=UC12lnsYNt8_VthTNOuOGTmQ)
Total Ideas
29
With Returns
19
Equal-Weighted Return
+3.82%
All Ideas (29)
29 TotalExxon Mobil Momentum Trade Call
"Exon Mobile hit a 52-W week high, broke 120. All right, this stock has knocked on that ceiling technical resistance level. Just broke out with crude under 58 a barrel. It's telling me something that this stock has room to run. And then if you're looking for something from a riskreward point of view, this is a good name to be in because my downside risk if it breaks 120 117, I'll get out."
The speaker highlights Exxon Mobil's breakout after hitting a 52-week high and breaking a key resistance level at 120, suggesting a momentum trade. He emphasizes a favorable risk-reward setup by planning to exit if the stock falls to between 117 and 120, indicating a bullish stance on the stock's short-term movement.
Macro Outlook: Fed Easing Could Propel S&P 500 Past 8,000
"If the Fed eases further on the back of improving inflation dynamics, the S&P could go past 8,000 next year. We're thinking of that more as an upside scenario, contingent upon the Fed easing more than just one more time before then going into a prolonged pause. This base case scenario, with a 7500 level in mind, suggests there's room for a short-term tactical lift across risky assets if inflation comes in better than expected."
The macro commentary centers on the potential for further Fed easing to boost the S&P 500 beyond 8,000 next year. The speaker outlines a scenario where improved inflation dynamics lead to a strategic pause in rate hikes, benefiting risky assets through a tactical, short-term uplift.
Positive Earnings Outlook for Micron Amid Tight Memory Supply
"Micron said it expected adjusted profit of 842, versus estimates of 478. Good for them. I don't really care about that part if you are a Micron shareholder, this is great news. Micron goes through these cycles when demand is just so high for memory that they can charge an arm and a leg and make more money than you ever dreamt of. They're even negotiating multi-year contracts while capex is set to rise to 20 billion, with AI demand remaining the biggest driver."
The speaker highlights Micron's strong earnings performance with adjusted profit forecasts far exceeding Wall Street expectations, driven by robust AI-related memory demand. This cyclical surge in pricing power and contract negotiations signals a positive long-term outlook for Micron.
Caution on Oracle's Debt-Fueled Expansion
"First off, very important I say this. This is very Oracle specific. Oracle has gone into this AI cycle with a huge debt load. Why have I not bought an Oracle stock in the past? Their balance sheet's garbage. Like usually when you think about big strong tech companies, you think about some of the best balance sheets you ever see in the history of mankind. These balance sheets are incredible. Oracle is not that company – no bueno, no bueno."
The speaker warns investors about Oracle's heavy reliance on debt as it embarks on its AI expansion. Highlighting the stark contrast between Oracle's balance sheet and those of other major tech companies, he advises caution for potential Oracle investors.
Bullish on SoFi's Digital Banking Strategy
"But from the SoFi perspective, I walked away with this news more bullish on SoFi than ever before. I'm like, 'Oh my gosh, they've got it. they're moving in the right direction.' I've seen SoFi execute a genius overall strategy and flawless execution. The way traditional banks are trying to become fintech and even companies like PayPal are moving toward banking just reaffirms that SoFi stands out as the real deal in digital banking."
The speaker expresses a notably bullish view on SoFi, emphasizing its strong execution and innovative digital banking strategy. He contrasts traditional banks' attempts to pivot into fintech with SoFi's already established model, reinforcing his confidence in SoFi as a market leader.
Trade Call: Buying Opportunity for Cava on a Dip
"Cava Cava, this one I've always kind of pictured going under 40 or right around 40, you know, uh, in December essentially. So, that's what I'm looking at uh, starting a position in. I really like Cava. I ran numbers recently. So, on 1000X, we have a bunch of different things you can do on here that's very valuable, but one of the most valuable things is being able to run projections on companies."
The speaker presents Cava as a compelling buying opportunity, expecting the stock to dip to around or below 40 by December. He mentions that his projections support a strong base case for the company, making it an attractive addition to his portfolio.
Trade Call: Avoid Buying RH at Current Levels
"so in terms of some new stocks I'm looking to buy, I'm looking at RH. RH is a stock that I think if anything it's going to go lower between now and year end. It's going to be lower than 141. Uh continuing to see tax loss harvesting that one. No one wants any piece of RH right now. And I, I you know I wouldn't want a piece of it either right now. like, you know, talk to me in 2026. That's one I'm definitely looking at."
The speaker highlights RH as a potential trading idea, expecting its price to drop below current levels (less than 141) by year end due to tax loss harvesting pressures. He advises avoiding a position at current levels and suggests revisiting the stock in 2026 based on upcoming earnings and balance sheet improvements.
AMD's Long-term Strength
"Can you imagine the cash flows this company's going to be producing two years out, three years out from now? Unbelievable. I think if we look at this company 24 months from now, we'll see it as one of the strongest companies in the world. Ten years ago, people thought this company might go bankrupt. Now, it's become one of the strongest forces in the market with a balance sheet that could really impress in the near future."
The host offers a long-term bullish commentary on AMD, emphasizing its transformative turnaround from near-bankruptcy a decade ago to a robust company with strong future cash flows and balance sheet potential over the next two years.
SoFi Launches Crypto Services
"Uh, it's a big day and a big milestone. We've wanted to be a one-stop shop for all your financial services needs, and one of the holes for the last two years was in cryptocurrency. In March of this year, the OCC came out with an interpretive letter allowing banks like SoFi to offer cryptocurrencies. So this morning, we're launching as the only national bank with the opportunity to buy, sell, and hold cryptocurrencies like Bitcoin, Ethereum, and Solana."
The speaker outlines SoFi's significant new initiative to offer cryptocurrency services, positioning the bank as a one-stop digital financial platform. This product expansion fills a gap in their offerings and differentiates them from traditional banks, with a regulated and integrated banking approach.
Meta is a 'Steel Deal Buy' Despite Spending Concerns
"Meta remains a buy. It's a steel deal buy. Is their stock price going to go up in the next 6 to9 months? I don't know. Like would I be shocked if Meta stock was still $600 6 to9 months from now? I wouldn't be shocked because at the end of the day, like if the big money Wall Streeters are confused about the spend, they won't buy the stock. And if they don't buy the stock, the stock can't go up."
The speaker reiterates his conviction in Meta, calling it a 'steel deal buy' despite uncertainties around heavy spending. He hints that if institutional investors gain clarity on Meta's spending, the stock could see significant gains in the next 6 to 9 months.
AMD Could Reach 300 if Market Remains Flat
"So, also in the description area, I was have my X link down there and I said there's 35 trading days left in 2025. AMD 300's possible if the market keeps its cool. And yeah, I got to say, ladies and gentlemen, I think I really do think AMD has a potential to get to 300, but the market has to the market can't go down a bunch. Like if the market, you know, if let's say between now and year end the market dropped 10% like that, good luck AMD getting to 300 plus."
The speaker suggests that AMD has strong potential to hit a 300 price level, provided that the market remains flat or uptrending until year-end. He emphasizes that any significant market drop (around 10%) would make this target difficult to reach.
Caution on Robinhood Amid High Multiples and Potential Downside Risk
"The issue is at some point in time this bull market will come to an end, right? At some point, we're going to have a whole rerating of the stock and you're going to have a nasty crash because here's the deal. Robin Hood trades right now at very high P ratios. So once the revenue growth all a sudden starts to collapse, right, the stock price is going to collapse twice as hard essentially and that'll not be a good thing obviously for Robin Hood stock price. And so I wouldn't feel comfortable stepping on Hood here."
The speaker offers a cautionary commentary on Robinhood, warning that its current high valuation may not be sustainable once the bull market ends. They highlight the risk of a sharp re-rating, potentially resulting in a drop of 50-80% over the next 12 months, advising investors to avoid buying at present levels.
Meta Stock Buy Trade Call Based on Revenue Growth and Controlled Spending
"Meta stock next up here meta stock it's being a lagger like this stock didn't even keep up with the NASDAQ today up 1.6%. Right? So Meta stock has suddenly turned into a lagger, a dud of big tech, right? When it was one of the best performers, like the stock was a beast. So what is going on here with Meta? Okay, here's what's going on with Meta. People are very fearful of the spend. Zuckerberg's going crazy with the spend again and investors are getting scared. So the bottom line is Meta Stock is a buy right now, today."
The speaker provides an explicit trade call on Meta, highlighting that despite recent lagging performance relative to the NASDAQ, the company's strong revenue growth and controlled expense management should create a compelling buy opportunity. The rationale centers on the potential slowdown in excessive spending, which, if kept in check, supports future earnings growth.
Nike for Tax Loss Harvesting and Long-Term Growth
"I bought almost $14,000 in Nike here today. Nike, I mean, it's just easy money for the next 3 to 5 years, and it serves as a great tax loss harvesting situation. If you need a stock to write off some gains against, Nike offers a stable platform with potential lows that make it even more attractive."
The speaker makes a clear trade call for Nike, emphasizing its long-term growth potential and its utility for tax loss harvesting, making it a strategic, stable addition for a long-term investor.
ELF Beauty: Flatout Buy at Discount Prices
"ELF came through with a big boy buy for ELF here today. That stock should have been down 5 to 15% given the missed revenue estimates, not 35% as the market reacted. People sold ELF just a few months ago at $49, and now it's at $76, meaning massive regret for those who sold. This irrational sell-off presents a flatout buying opportunity with significant upside."
The speaker highlights that the drastic 35% drop in ELF Beauty is overdone relative to fundamentals, making the current price an attractive entry point with strong potential for appreciation.
Celsius Holdings: Massive Discount Buy Opportunity
"Celsius Holdings, listen, ladies and gentlemen, this stock does not deserve to be down the way it was today. They reported a B-grade income statement with a $246 million one-off expense that is actually funded by PepsiCo, leading to a massive misinterpretation of their profitability. This is a huge gift—you got a massive discount because people and algorithms are lazy. If you're buying Celsius stock at these prices, you just got a massive gift today."
The speaker argues that Celsius Holdings is unfairly punished by a one-off expense that is funded by PepsiCo, presenting a significant buying opportunity with strong growth catalysts in future earnings.
Fubo's Turnaround and Tactical Buy Opportunity
"Fubo, love it. I think the stock's going to five, then I think it's going to 10, then I think it's going to 20. And, you know, it's a speculative hold I have, but it's getting less and less speculative as time ticks on. I bought some Fubo stock in the last 24 to 48 hours. That stock's under $5 right now is a crime given Fubo's balance sheet and the new deal with Hulu Plus Live TV."
The speaker expresses strong bullish sentiment on Fubo, describing it as a turnaround story with significant upside. He explicitly mentions purchasing the stock recently and believes the current sub-$5 price is unjustified given Fubo's improving fundamentals and its strategic partnership with Hulu Plus Live TV, forecasting near-term targets of $5, $10, and $20.
AMD's Transformational Upside and Multi-Year Growth
"AMD, you are looking at a company in AMD that is transforming its entire business model right now. ... And the moral of the story is AMD is going to 300. And then you know where AMD is going, 400. And then when you know where AMD is going, 500 plus. Based upon everything I see in the numbers, remember right now is the appetizer. We're at the appetizer stage for AMD. We haven't even gotten to the entree. The main course is coming."
The speaker outlines AMD's transformative business fundamentals and strong earnings performance, projecting multi-year upside with future price targets of 300, 400, and eventually above 500. The analysis emphasizes accelerating gross margins and robust revenue growth, framing the current period as only the appetizer before a major long-term rally.
Company Commentary: Exceptional Fundamentals with Valuation Risks
"It's basically revenue, looking at your revenue growth and what your operating margins are, right? And Palanteer's at 114% now at this point in time. I mean, that's just ridiculous. But as soon as these numbers start to decelerate, you're going to have big problems in Palanteer stock. I can promise you that."
The speaker highlights Palantir's impressive metrics – a rule of 40 score of 114%, robust revenue growth, and strong operating margins – underscoring its exceptional fundamentals. However, he cautions that the stock's sky-high valuation makes it vulnerable; any slowdown in growth could trigger a sharp decline in the stock price.
Trade Call: Buy on a Crash for Enhanced Returns
"There's an extremely high probability at some point in these next four years Palunteer is going to crash. If you can pick it up during that crash, given that their business is still great, you could actually get a much better compounded annual growth rate than what we have here."
The speaker warns that despite Palantir's strong current performance, its ultra-high valuation leaves little room for multiple expansion. He suggests that if a market correction occurs – a 'crash' in the near term – buying the stock could yield significantly improved returns.
Google Remains a Strong Buy with 76% Six-Month Surge
"Now, Google McDougall definitely expenses high, but look at the six-month move on Google McDougall: 76% gain. I'm a happy Google shareholder. That one remains a buy."
Despite high expenses, Google's impressive 76% six-month gain reinforces its position as a strong buy.
Tesla: The Weakest Performer in Big Tech
"So like Tesla for instance, you know, their main issue is their revenue growth is really slow and then their earnings per share is going down quite substantially. So there's no debate. Tesla's by far and away the weakest."
Tesla is identified as the weakest among big tech due to slow revenue growth and declining earnings per share, implying an avoid stance.
Meta Remains a Buy Despite Rising Cost Growth
"Now when it comes to Meta, Meta, the revenue growth is insane. Like Meta's got the second strongest revenue growth of any of the Mag 7. The issue with Meta is they, you know, Zuckerberg's really running up those expenses. If we can get the cost growth under control, then you'll see at $1,000 next year. So meta remains a buy."
Meta is regarded as a buy due to strong revenue growth, but investors need to watch rapidly increasing expenses, which if controlled, could propel the stock to $1,000 next year.
Amazon Buy Call Driven by Accelerating AWS Growth
"Okay, so when it comes to Amazon, I'm going to show you their report in just a moment, but let me just put it simple. You want the 5-second answer? Amazon's a buy. Uh, and the most important metric that Wall Street really cares about is AWS growth accelerating for the company. We've now seen it several quarters in a row of acceleration of AWS growth, now into the 20s. That's substantial big dollars."
Clear buy call on Amazon supported by accelerating AWS growth into the 20s, highlighting Wall Street's focus on this profit machine.
Trade Call: Increasing Exposure in PayPal
"So, what stock did I end up putting uh about $52,000 in today. Well, I announced in my private stock group I bought 500 shares of PayPal in one of my private portfolios and then additionally I made a move in the public account. I took down my Adobe position just a little bit about $10,000 and I put uh you know $10,000 into PayPal or just over $10,000 more into PayPal essentially. So, you know, brought my exposure up a little bit in regards to PayPal. I like it, man. I like it. They're doing well."
The speaker details his recent allocation of approximately $52,000 into PayPal, reinforcing his bullish stance by repeatedly affirming it as a buy. The commentary highlights his confidence in PayPal's performance, suggesting continued strong upward trends.
Amazon Earnings Dip: Buy Every Share if It Drops
"What if Amazon stock goes down on these earnings? What do you do? You buy every share you possibly can. I think there's a pretty low probability – probably a 30% chance it goes down and a 70% chance it goes up on earnings. At the end of the day, this stock's going 300 plus next year. If, for any reason, that 30% probability plays out, buy every share in sight. There's no reason not to take advantage of good deals in the market."
Bill Baroo offers an actionable trade idea for Amazon, suggesting that if the stock dips on earnings – which he estimates has a 30% probability – investors should aggressively buy shares. He maintains a strong bullish view on Amazon's longer-term prospects, expecting the stock to exceed 300 next year, making any earnings dip an attractive buying opportunity.
Tesla Sell Rating on Robo Taxi Concerns
"Well, we think the markets got a little too carried away with enthusiasm for the robo taxi and we're skeptical that we'll see a full launch next year, meaning the robo taxi will be launched without safety drivers in the car and without any parameters or geo fencing in the areas where they operate. We think it's still a few years away because the product's in early testing. Yet we think the market's already pricing in Tesla surpassing Uber and Lyft in the ride hailing market."
Seth Goldwin explains his sell rating on Tesla stock, citing overenthusiasm for its robo taxi project. He argues that a full launch without safety drivers and proper operational boundaries is still years away, and expresses skepticism about the market's high expectations regarding Tesla's ability to overtake competitors in ride hailing.
Bullish Commentary on AMD Amid Oracle's Chip Deployment
"Oracle will be deploying AMD's latest artificial intelligence chips to build out a new supercluster to help customers run larger, more complex AI models in the second half of next year. I spoke to a number of Oracle cloud executives on why they decided to partner with AMD this time over Nvidia and here's what they had to say about why they see AMD as the right choice for inference. I think with AMD, we've been working for so long with them that their software stack is really, really critical. That statement is very bullish for AMD overall and a real vote of confidence in their competitive positioning in the AI ecosystem."
The speaker highlights Oracle's decision to deploy AMD chips as a strong positive catalyst for AMD. He emphasizes the importance of AMD's software stack and its competitive positioning against Nvidia, suggesting a bullish outlook for AMD as it benefits from increased deployments and potential margin expansion.
Huge Buy Opportunity on Salesforce Amid Short-Term Weakness
"Salesforce continues to be weak in the short term. That one's a huge buy in my opinion. I love that stock. I would love to buy every share in sight for the next, I would say, 6 months on Salesforce. I'm just going to continue to load low."
The speaker gives an explicit trade call on Salesforce, stating it is a huge buy despite short-term weakness. He plans to continue buying shares over the next six months, signaling strong conviction and a buying opportunity in a cautious market environment.