Jeremy Lefebvre Makes Money

Amazon Earnings Dip: Buy Every Share if It Drops

+2.89%current return

"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

+1.26%current return

"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

+7.71%current return

"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.