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Jeremy Lefebvre Makes Money•Oct 6, 2026

Summary

Jeremy discusses the continued momentum of AMD, highlighting recent analyst price target hikes to $800 and $750 based on demand for "agentic AI." Jeremy explains that CEO Lisa Sue’s focus on supply expansion through 2027 and the acquisition of World Labs positions AMD perfectly to compete with Nvidia's software stack. Jeremy predicts AMD will be the standout performer in the trillion-dollar club by 2027, leading in revenue growth, margin expansion, and earnings per share.

Jeremy also addresses a personal portfolio strategy, noting that Jeremy is heavily overweight in AMD and intends to deleverage once the price hits $700. Jeremy plans to redeploy this capital into "hated" or "beaten down" stocks that Jeremy currently identifies as "steel deals." Jeremy reacts to Tom Lee’s market outlook, agreeing that while the overall market is not in a state of extreme pessimism, specific sectors like consumer staples and software-as-a-service (SAS) are trading significantly below their all-time highs and offer high risk-reward potential.

Regarding the broader economy, Jeremy mentions Tom Lee's prediction that the S&P 500 could reach 8,200 to 8,400 by year-end if bond yields normalize below 5%. Jeremy emphasizes that politics should not dictate investment decisions and that Jeremy focuses on management trust, specifically citing Lisa Sue's success in turning AMD from a near-bankrupt company into a market leader.

AMD: Jeremy believes AMD is the ultimate momentum play for the 2027-2030 AI cycle. Jeremy notes that supply for AI chips still lags behind demand, which will drive massive production ramps. Jeremy sets a psychological target of $1,000 for the stock once it clears the $700 resistance level.

Nvidia (NVDA): Jeremy states that Nvidia was the primary winner of the AI training phase but argues the market is shifting toward inference where AMD excels. Jeremy maintains a neutral stance on Nvidia compared to AMD, noting that Nvidia's recent momentum is less attractive than other undervalued opportunities Jeremy sees. Jeremy acknowledges Nvidia as a market leader but is not currently buying more shares.

Beaten Down Stocks (e.g., LULU, SBUX, NKE): Jeremy points out that many high-quality companies are currently "hated" and trading 50% below their peaks. Jeremy identifies these stocks as the best opportunities for the 2027 to 2029 period. Jeremy plans to rotate profits from "hot" momentum stocks like AMD into these undervalued sectors to capture future recoveries.

Mentioned Stocks

NVDA

Sentiment: HOLD

Reasoning: Jeremy states that while Nvidia dominated the AI training phase, the market is moving toward an 'inference' and 'CPU renaissance' phase that favors AMD. Jeremy acknowledges Nvidia's momentum but feels the risk-reward ratio is not as attractive as it was previously or compared to Jeremy's preferred undervalued stocks.

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AMD

Sentiment: BUYAction: RECOMMENDED

Reasoning: Jeremy cites the rising demand for high-performance CPUs in agentic AI deployments, such as Meta's Muse. Jeremy believes the upcoming Q3 earnings will provide 'shock and awe' numbers and sets a long-term price target of $1,000. Jeremy plans to take some profits above $700 to rebalance Jeremy's portfolio, but considers the overall risk-reward favorable for long-term holders as AMD enters the trillion-dollar club by 2027.

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LULU

Sentiment: BUYAction: RECOMMENDED

Reasoning: Jeremy includes Lululemon in a list of 'crashed' and 'hated' stocks that are down 50% or more from all-time highs. Jeremy argues that rotating capital from overvalued momentum stocks into these 'steel deals' is the best strategy for gains in the 2027-2029 timeframe.

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