McDonald's is mentioned as being at a 52-week low and could bounce back strong.
Source Post
The Market is on Verge of once in a Generation type move‼️
Jeremy Lefebvre Makes MoneyMay 13, 2026
The creator discusses the current market dichotomy where big tech and AI-related stocks are reaching new highs, while the broader market, especially smaller cap and consumer-focused companies, are struggling. He highlights specific stocks he believes are undervalued and poised for significant long-term growth, detailing his recent purchases and watch list. The discussion also touches on macroeconomic concerns like inflation and geopolitical risks, contrasting them with the strong performance driven by AI and compute demand.
Linked Mentions
Tickers discussed in this post
Micron is mentioned as a stock that has seen massive gains and has momentum, but the creator advises focusing on the long term.
Nvidia is mentioned as a stock with momentum and a potential beneficiary if the Chinese market opens up significantly.
SoFi is considered very attractively priced, with the creator making a significant purchase and believing it has the potential to become a financial giant.
Whirlpool at $41 is liked, but the creator would start a position if it drops deeper into the $30s.
FuboTV is seen as insanely attractively priced, but lacks market interest.
Nike is considered a steal deal by the creator.
PayPal remains interesting to the creator, especially after its partnership with Anthropic.
American Express is consistently a buy on any dip, considered a gift due to its strong business model and resilience.
The creator believes Honest Company will end the year at $5+ regardless of market conditions.
Bath & Body Works is interesting at $18, but the creator would prefer to buy it at $15.
RH is interesting, but the creator is hesitant due to its bad balance sheet.
Robinhood is becoming interesting, but the creator wants to see more damage in Bitcoin and negative sentiment before buying.
The Trade Desk is on the creator's radar, and he would consider buying if the stock becomes cheap enough despite current business model challenges.
ServiceNow is liked by the creator, though slightly less than Salesforce, with a forward P of 24 considered too low.
Salesforce is a strong buy with a very attractive valuation and a preferred CEO, with the creator making a significant purchase.
Estee Lauder is considered 'free money' when trading under $100.
e.l.f. Beauty is considered 'free money' with a strong long-term outlook for significant growth, and the creator purchased shares.
HIMS is on the buys watch list, and the creator is seriously considering starting a position at its current price.
Palantir is back on the buys watch list after years, presenting a significant opportunity due to its high growth rates despite a seemingly high P/E ratio.
Celsius Holdings is a strong buy due to its consistent performance, brand strength, and attractive valuation, with the creator making a significant purchase.
Cake is on the buys watch list due to its strong performance and growth opportunities with brands like North Italia and Flowerchild.
Amazon was up $6,700, highlighting its contribution to the market's gains driven by big tech.
Meta was up 13,000 for us in the public account, showing strong performance among big tech.