Snowflake is mentioned as a software stock that has seen significant gains this week.
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My NEW #1 Biggest Investment‼️
Jeremy Lefebvre Makes MoneyApr 24, 2026
The creator discusses AMD's recent surge, making it their largest position, and analyzes its potential to break through $290. They also touch on SoFi's strong performance and its outlook, as well as other tech stocks like ServiceNow, Salesforce, and Adobe setting up well for earnings season. The video also covers market sentiment, the fear and greed index, and investor psychology, contrasting it with the market's V-shaped recovery. A significant portion is dedicated to discussing the tech sector, particularly the divergence between semiconductor and software stocks, with a focus on AMD's current valuation and future growth prospects.
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Tickers discussed in this post
Fortinet is mentioned as a software stock that has seen gains this week.
Palo Alto Networks is mentioned as a software stock that has seen gains this week.
CrowdStrike is mentioned as a software stock that has seen significant gains this week.
Palantir is mentioned as a software stock that has seen significant gains this week.
Broadcom is seen as a safer investment than software stocks and is expected to perform well.
Emerson Electric is mentioned as an example of a stock with high multiples that has seen recalibration.
Deere is mentioned as an example of a stock with high multiples that has seen recalibration.
Caterpillar is mentioned as an example of a stock with high multiples that has seen recalibration.
Halo is mentioned in the context of tech stocks and their performance.
Adobe is considered 'dirt cheap' and is well-positioned for earnings season.
ServiceNow is described as 'dirt cheap' with strong growth rates and a low forward PE, making it an attractive investment.
Salesforce is considered 'dirt cheap' with a low forward PE ratio, despite recent drawdowns, and is expected to perform well.
Amazon is mentioned as one of the 'big dogs' performing well in the current market, alongside Meta and Microsoft.
Tesla was previously the largest position after a massive run, but the creator started selling off, and it is now mentioned in historical context.
Meta was previously the largest position but has been overtaken by AMD, and is mentioned as one of the 'big dogs' performing well in the current market.
Apple is currently a laggard in a risk-on market, but has historically performed well after periods of doubt, suggesting potential for future recovery.
Nvidia is seen as a safer investment in the current market, outperforming software stocks and expected to smash numbers due to its role in AI infrastructure.
Oracle is performing well and could offer significant reward potential, but Microsoft is preferred due to a more attractive risk-reward profile.
Microsoft is a safe and attractive investment with strong risk-reward, despite recent underperformance, due to its essential role in business and communication.
SoFi is performing strongly, up 27% from recent lows, and is expected to continue as a winner if the market remains risk-on, with targets of $20, $22, and $25.