Under Armour is considered a 'joke' company with poor stock performance.
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99% of investors are missing this right now‼️
Jeremy Lefebvre Makes MoneyApr 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.
Intel has performed well, up 40% since January 26th.
Ciena has performed exceptionally well, up 128% since December 1st.
Newmont Mining is highlighted as a stock that has been performing well.
Lam Research is highlighted as a strong performer, up 128% since December 1st.
Valero Energy is mentioned as a stock that has been performing well and is part of a list of winners.
Exxon Mobil is mentioned as a stock that has been performing well and is part of a list of winners.
Palantir is currently in 'no man's land' and is expected to remain there for a while.
The creator has considered selling Alphabet (Google) despite it being an amazing company, due to having made a lot of money and wanting to move capital to other preferred positions.
FuboTV is a stock that will continue to bounce hard if the market goes risk-on.
Chewy is a phenomenal company with much growth ahead, and it's back to $61.
e.l.f. Beauty (ELF) is expected to run to $200 over the next few years, with a long runway ahead.
Adobe, along with Salesforce and ServiceNow, were a bit sleepy today but had performed hugely yesterday.
ServiceNow, along with Salesforce and Adobe, were a bit sleepy today but had performed hugely yesterday.
Salesforce, along with ServiceNow and Adobe, were a bit sleepy today but had performed hugely yesterday.
American Express continues to perform well and is still considered a buy.
PayPal is showing signs of recovery, trading back around $48 after hitting lows around $39.
The creator strongly believes Honest will exit the year above $5, regardless of market conditions.
Shopify is expected to perform well and 'roll' if the market goes risk-on.
Celsius is considered a 'huge buy' and a 'steal deal'.
Wynn Resorts is looking really good, with significant hype expected over the next nine months leading up to the opening of its Middle East property.
Nvidia is performing well but is currently range-bound between $125 and $200, needing to break $210 to make a significant move higher.
Micron (MU) has had an incredible run, up 555% in the past year, demonstrating that Wall Street can miss significant opportunities, and it's now poised to potentially break $500.
Apple held up decently during the market downturn but is not performing well now, only up 5% and underperforming the S&P 500, suggesting investors prefer riskier assets when the market is looking for safety.
While Microsoft is a great company and a buy, its stock is currently in a difficult short-term position due to its IGB and SaaS nature, making it vulnerable in both risk-off and risk-on markets.
Nike is considered a 'steal deal' with improving fundamental metrics and significant insider buying from experienced investors like Tim Cook and Elliott Hill.
SoFi is expected to eventually return to $30 and then $50 plus, with the creator confident in its long-term prospects.
Meta is performing strongly and could potentially reach $1000 if the company signals a reduction in capital expenditures.
Amazon is showing strong performance and could reach over $300 if the company moderates its capital expenditures in the coming years.
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