Under Armour is considered a 'joke' company with poor stock performance.
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99% of investors are missing this right now‼️
Apr 17, 2026
The creator discusses market trends, historical patterns, and specific stock performance. He highlights the strength of AMD, Amazon, and Meta, while noting Apple's underperformance and Microsoft's challenging short-term position. The creator also expresses strong confidence in Nike, citing insider buying and undervalued metrics. He touches on various other stocks like SoFi, Chewy, Fubo, Google, Palantir, Wynn Resorts, Celsius, Shopify, Honest, PayPal, American Express, Salesforce, ServiceNow, Adobe, Micron, Nvidia, and energy stocks, offering brief outlooks for each.
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The creator believes On Holdings is irrelevant long-term and a 'joke' company, similar to other brands like Hoka and Under Armour.
Some financial stocks are doing well, shrugging off worries about private credit.
S&P Global is mentioned in the context of the S&P 500's performance and its proximity to new highs.
Airlines, in general, are doing well despite current events conditions.
Delta Air Lines is held by the speaker, and its recent earnings report suggests reasons not to be overly worried about the macro environment.
Disney is mentioned as a holding, and the speaker is not worried about it despite potential macro concerns.
Quantum is mentioned as a specific name with a positive outlook, part of Tom Lee's energy expansion thesis.
Texas Pacific Land is mentioned as a specific name with a positive outlook, part of Tom Lee's energy expansion thesis.
ONEOK is mentioned as a specific name with a positive outlook, part of Tom Lee's energy expansion thesis.
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