Emergency with 1 of my stocks‼️‼️

Financial Education•Oct 8, 2026

Summary

Jeremy outlines a comprehensive investment philosophy centered on accumulation and financial stability. Jeremy emphasizes that investors should never go 'all-in' on a single day but should instead build positions over a three to six-month period to navigate market volatility. Jeremy believes the primary key to wealth is having a surplus of income relative to expenses, which allows an investor to remain aggressive during market corrections. Jeremy also warns about macroeconomic pressures, specifically rising treasury yields and mortgage rates, which may impact corporate earnings and debt refinancing.

Regarding specific stocks, Jeremy provides the following insights:

Celsius Holdings (CELH): Jeremy analyzes recent data showing a 20% decline in the core Celsius brand volume but highlights the 74% growth in the Alani Nu segment. Jeremy believes the brand is a long-term winner and compares its current growth slowdown to historical patterns seen in Monster Beverage before its massive rally. Jeremy views any price below $26 as an excellent entry point and identifies $22 as the realistic worst-case scenario.

American Express (AXP): Jeremy considers this a low-risk investment with high upside potential over the next three to five years. Jeremy is actively building a position in this stock, aiming for a portfolio weighting of up to 7%. Jeremy favors its stability in a fluctuating market.

RH (RH): Jeremy acknowledges that RH carries more risk than American Express but offers significantly higher upside potential. Jeremy is currently building this position but limits the maximum weighting to 2% to manage the inherent risks of the luxury retail sector. Jeremy believes the reward justifies the position despite potential real estate market pressures.

Netflix (NFLX): Jeremy views Netflix as a very low-risk play for the medium term with strong reward potential. Jeremy is actively accumulating shares to reach a 5% to 7% position size. Jeremy remains confident in the company's competitive positioning over the next several years.

Mentioned Stocks

CELH

Sentiment: BUYAction: BOUGHT

Reasoning: Jeremy argues that the 20% drop in brand volume is a temporary hurdle and expects a return to growth within two quarters. Jeremy notes that the Alani Nu division is performing exceptionally well with over 74% volume growth. Jeremy identifies $22 as the absolute floor for the stock and considers any price under $26 to be an incredible buying opportunity for long-term investors.

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ELF

Sentiment: BUYAction: RECOMMENDED

Reasoning: Jeremy congratulates shareholders on the stock's recent performance, noting it has doubled from its recent lows. Jeremy predicts that the next significant move for the stock will be toward the $140 level. Jeremy remains highly optimistic about the company's momentum.

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AXP

Sentiment: BUYAction: BOUGHT

Reasoning: Jeremy states that American Express is a core part of the new generation of stocks being added to the portfolio. Jeremy views the company as a low-risk investment with significant upside potential over a three to five-year horizon. Jeremy is actively accumulating shares to reach a target portfolio weighting of up to 7%.

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Sentiment: BUYAction: BOUGHT

Reasoning: Jeremy notes that RH presents a higher risk profile compared to other holdings but offers much greater potential rewards. Jeremy is actively building a position in the stock while maintaining strict risk management by limiting its total portfolio size to 2%. Jeremy believes the long-term upside justifies the volatility.

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NFLX

Sentiment: BUYAction: BOUGHT

Reasoning: Jeremy classifies Netflix as a low-risk investment with a strong outlook for the next several years. Jeremy is actively buying shares of the company to build a significant position size of 5% to 7% of the total portfolio. Jeremy believes the stock offers a compelling balance of safety and growth.

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