This 1 Stock will SOAR now‼️

Financial Education•Aug 27, 2026

Summary

Jeremy opens the video by highlighting that his public portfolio has surged to $4.8 million, noting that despite the bumpy ride of the last few years, the long-term trend remains upward. Jeremy attributes this success to a cluster of "hot" stocks including Honest, Cheesecake Factory, Palantir, and ELF Beauty. Jeremy emphasizes the importance of understanding how to properly value companies to achieve life-changing wealth, rather than simply gambling on momentum.

Jeremy provides a deep dive into three major stocks:

Palantir (PLTR): Jeremy notes that while the news regarding the Maven AI platform's $1 billion revenue run rate is bullish, the stock's current valuation is a major concern. Jeremy points out that the forward P/E ratio is over 100 and growth rates are likely to decelerate, making it difficult to achieve a high ROI from current price levels. Jeremy highlights that buying at $7 in 2022 was the optimal move, whereas buying now requires near-perfect execution.

Salesforce (CRM): Jeremy describes the partnership with Anthropic (Claude) as a fundamental game-changer that expands the company's addressable market. Despite a "C-grade" income statement with rising expenses, Jeremy believes the revenue outlook has been significantly de-risked. Jeremy predicts the stock will exit 2026 between $245 and $275, and reach $400 or more by 2029.

Nvidia (NVDA): Jeremy acknowledges the incredible 106% revenue growth but expresses concern over the rising cost of revenue and the sustainability of current margins. Jeremy warns that 2027 could see a major slowdown in revenue growth to around 15-20%. Jeremy believes that while Nvidia is the current leader, AMD is positioned to be the primary growth story in the semiconductor space by 2027.

Service Now (NOW): Jeremy views this stock as one of the best deals in the market alongside Salesforce. Jeremy asserts that leadership under Bill McDermott is phenomenal and that the company is well-positioned to thrive in the AI era without being disrupted by competitors.

Mentioned Stocks

NVDA

Sentiment: HOLD

Reasoning: Jeremy notes that while the current earnings beat was impressive, the cost of revenue is rising faster than before. Jeremy is concerned about the sustainability of margins into 2027 and suggests that the period of 100%+ growth is coming to an end, with future growth likely dropping to 15-20%.

Loading chart...

AMD

Sentiment: BUYAction: RECOMMENDED

Reasoning: Jeremy states that AMD is the stock to own for investors looking for big growth in the semiconductor sector in 2027. Jeremy argues that AMD will steal market share from Nvidia as Nvidia's own growth rates begin to look 'lame' by comparison in the coming years.

Loading chart...

CRM

Sentiment: BUYAction: RECOMMENDED

Reasoning: Jeremy describes the Anthropic partnership as a massive catalyst that expands the total addressable market. Despite some expense issues in the income statement, Jeremy predicts the stock will reach $400+ by 2029, representing a potential double from current levels.

Loading chart...

PLTR

Sentiment: HOLD

Reasoning: Jeremy argues that the stock is currently priced for perfection with a forward P/E over 100. While the Maven AI contract reaching a $1 billion run rate is positive, Jeremy believes the market cap of over $400 billion makes a substantial ROI unlikely from current levels as growth begins to decelerate.

Loading chart...

NOW

Sentiment: BUYAction: RECOMMENDED

Reasoning: Jeremy considers Service Now to be one of the best deals found in the market over the past year. Jeremy believes the company has excellent leadership and is a primary beneficiary of AI integration within enterprise workflows.

Loading chart...