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Your Portfolio is about to GO INSANE‼️

Financial Education•Oct 12, 2026

Summary

Jeremy describes the current market environment as a brief period of stability before a volatile earnings season that could move Jeremy's $5.2 million portfolio by over $1 million. Jeremy highlights an explosion in put buying on the NASDAQ 100, interpreting it either as bearish sentiment or as institutional hedging for major long positions in tech giants like Nvidia and Apple. Jeremy emphasizes that the next 30 days will determine the financial trajectory for many investors based on their positioning.

Jeremy provides a detailed outlook for several key stocks:

AMD: Jeremy predicts AMD will reach a price of $675 to $775 within the next 30 days. Jeremy argues that analysts' revenue estimates of $13 billion are too low and that the acceleration in CPU and GPU demand will lead to massive earnings-per-share beats.
Meta: Jeremy observes that Meta has been range-bound between $575 and $775. Jeremy states that the 'Muse' AI product is the vital catalyst needed to break this range, potentially turning Meta into a trillion-dollar opportunity if monetization through subscriptions and commerce fees succeeds.
Celsius: Jeremy identifies Celsius as a long-term opportunity with a price target of $100+ over the next decade. For the short term, Jeremy sees significant upside to $35+ compared to limited downside at $25, specifically noting that international expansion in Europe is currently being overlooked.
ELF Beauty: Jeremy expects ELF to exit the year between $100 and $140, with $120 as a midpoint. Jeremy argues that analyst expectations for single-digit revenue growth are far too low given the company's aggressive international expansion and under-penetrated retail presence.
SoFi: Jeremy views SoFi as an extraordinary growth story that is currently suppressed by high Treasury yields. Jeremy believes the stock should exit the year at $20+ if yields stabilize or decline, supported by rapid member growth and product cross-selling.
Amazon: Jeremy maintains that Amazon is 'always a buy' regardless of the era. Jeremy explains that the stock's short-term movement is entirely dependent on AWS growth; a growth rate of 48% or higher would likely send the stock to $75+ (adjusted for Jeremy's internal metrics), while growth below 44% would be a disappointment.

Mentioned Stocks

CELH
Sentiment: BUYAction: RECOMMENDED

Reasoning: Jeremy argues that Celsius is a generational drink brand with a long-term price target of $100+. Jeremy notes that short-term expectations are very low, but international expansion in Europe provides a massive catalyst. Jeremy sees a short-term price target of $35+ with limited downside to $25.

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AMZN
Sentiment: BUYAction: RECOMMENDED

Reasoning: Jeremy labels Amazon as a stock that is 'always a buy' due to its dominant e-commerce and advertising businesses. Jeremy emphasizes that short-term stock performance depends on AWS growth, stating that growth above 48% would lead to a massive rally, potentially reaching $75+ based on Jeremy's valuation perspective. Jeremy mentions Amazon as a top position in Jeremy's portfolio.

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META
Sentiment: BUYAction: RECOMMENDED

Reasoning: Jeremy views Meta as a potential trillion-dollar opportunity driven by the new Muse AI product. Jeremy states that while the stock is currently range-bound between $575 and $775, high investor confidence in AI monetization could push it higher. Jeremy highlights new revenue streams from subscriptions and commerce fees via partners like Expedia and Instacart.

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ELF
Sentiment: BUYAction: RECOMMENDED

Reasoning: Jeremy predicts ELF will exit the year between $100 and $140. Jeremy asserts that analyst estimates for revenue and EPS are far too low because they ignore the company's massive retail under-penetration and successful international rollout. Jeremy mentions having tracked and owned the company since 2019.

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AMD
Sentiment: BUYAction: RECOMMENDED

Reasoning: Jeremy predicts a 30-day price target of $675 to $775 for AMD stock. Jeremy argues that analysts are fundamentally wrong about revenue and EPS estimates, as demand for both CPUs and GPUs is accelerating faster than expected. Jeremy mentions holding a massive multi-million dollar position in AMD.

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SOFI
Sentiment: BUYAction: RECOMMENDED

Reasoning: Jeremy states that SoFi is performing exceptionally well fundamentally, with rapid member and asset growth. Jeremy believes the stock should exit the year at $20+ but notes that its short-term price action is heavily dictated by Treasury yields. Jeremy mentions being up 65% on Jeremy's SoFi investment.

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