Elf Beauty (ELF) is an incredible buy with great company fundamentals, and the creator is looking forward to their earnings.
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I just Spent $73,000 on my Next AMD‼️
Jeremy Lefebvre Makes MoneyMay 2, 2026
The creator discusses AMD's potential to reach $500-$1000 in the coming years, highlighting its current buy status for long-term investors despite not buying more himself. He then analyzes major tech companies like Alphabet and Meta, favoring Alphabet due to its clear AI strategy and profitability, while expressing concerns about Meta's high capex spending and lack of transparency. Finally, he details his recent $73,000 stock purchases, including Meta, American Express, Celsius Holdings, Cheesecake Factory, Service Now, Nike, and Elf on the Shelf, emphasizing a long-term investment approach.
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Salesforce is a favored SAS company, and the creator bought shares, viewing it as a long-term investment.
Nike is a buy with the expectation of becoming a $100+ stock over the next several years.
Despite being 'obliterated,' ServiceNow is one of the creator's favorite SAS-related companies to buy.
The Cheesecake Factory reported great earnings, and the creator liked the conference call, particularly the focus on North Italy and high AUVs from new locations.
Celsius Holdings is an attractive buy at current pricing after being beaten down, though it was even more attractive in the $20s.
American Express is an attractive buy due to its valuation and top-tier business model, making it a comfortable investment.
Despite concerns about high capex, Meta is a long-term money maker with insane growth rates and an attractive valuation, prompting the creator to buy shares.
Alphabet is a must-own stock due to its strong cloud growth, profitable AI investments, and multiple shots on goal across various business segments.