Broadcom was mentioned in the context of a large deal with Anthropic and Google.
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The UNTHINKABLE is about to happen to Stocks (Get READY!)
Jeremy Lefebvre Makes MoneyApr 9, 2026
The creator discusses significant market volatility, particularly the sharp decline in SaaS stocks like Salesforce, Palantir, and Adobe, questioning if it presents a generational buying opportunity due to attractive valuations. He also plans to react to expert opinions on market bottoms and the outlook for chip stocks.
Linked Mentions
Tickers discussed in this post
Financials are expected to benefit from a broadening market and potential Fed rate cuts.
Tesla is mentioned as part of the MAG7 group that has seen a rolling bear market and is now potentially leading the market back to highs.
Apple is mentioned as part of the MAG7 group that has seen a rolling bear market and is now potentially leading the market back to highs.
Microsoft is mentioned as part of the MAG7 group that has seen a rolling bear market and is now potentially leading the market back to highs.
Alphabet is mentioned as part of the MAG7 group that has seen a rolling bear market and is now potentially leading the market back to highs.
Robinhood is being watched, but the creator is hesitant due to potential Bitcoin weakness impacting the stock.
SoFi looks attractive at $16 and is being watched closely.
Intuit is down significantly but the creator is intrigued by its valuation and continued use of QuickBooks.
Snowflake has experienced a brutal sell-off, down 48% in six months.
ELF is very undervalued, with anything under $100 being a steal, and is expected to reach $150-$200 long-term.
Celsius is up about 1% today.
While Nvidia has done well, AMD is outperforming it significantly and is expected to continue doing so.
Nike is showing positive movement, up 2% today.
Revolve is an underrated small-cap stock with excellent financials and execution.
Shopify is a generational buying opportunity as it's being unfairly grouped with struggling SaaS stocks.
Service Now is a generational buying opportunity due to its attractive valuation amidst a market downturn.
Adobe is a generational buying opportunity with a very low forward P/E and strong expected earnings growth.
Palantir is a generational buying opportunity due to its low valuation despite strong growth prospects.
Salesforce is a generational buying opportunity due to its low forward P/E and expected double-digit growth.
Meta stock is up significantly, but no specific investment thesis is provided.
AMD is making an upward move, and expert commentary suggests chip stocks will strengthen.
Amazon is up significantly, but the creator does not provide a specific investment thesis.