Wells Fargo is in a 20% bear market, contributing to the negative psychology among bulls.
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Stock Market Drops 3,000+ points‼️
Jeremy Lefebvre Makes MoneyApr 15, 2026
The creator discusses the current stock market downturn, highlighting specific companies and sectors. He expresses bullish sentiment towards Microsoft, Apple, JP Morgan, Estee Lauder, Nike, Adobe, American Express, and Cheesecake Factory, citing strong fundamentals and growth potential. He also touches on potential opportunities in Whirlpool and Bath & Body Works, while expressing caution on travel intermediaries like Expedia and Booking Holdings due to AI disruption. The creator notes Meta's high CapEx as a concern and is interested in HOOD at a lower price point, contingent on Bitcoin's performance. He also discusses Micron's strong earnings but warns of potential risks if the economy weakens significantly, impacting demand for memory chips.
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Tickers discussed in this post
Capital One Financial is down 26% year-to-date, which is unusual outside of a larger financial system disturbance.
Hims is interesting but the creator is not fully sold yet, though getting closer.
Celsius Holdings is an incredible company with gorgeous charts, poised for significant growth driven by acquisitions and a strong earnings per share bounce back.
Honest Company is liked, with potential to exit the year above $5, and buying under $5 is considered a great deal.
Bath & Body Works is intriguing, especially if it goes below $20, offering a low forward PE and consistent profitability.
The Cheesecake Factory is a buy with a forward PE of 14, built for the long term regardless of economic fluctuations.
FuboTV is showing improved clarity in its business model and has a better balance sheet and income statement, making it a potential buy.
American Express is loved, especially under a 20 forward P/E, making it a strong buy and a comfortable long-term hold.
RH is intriguing but has a trash balance sheet and unannounced earnings, making it a cautious watch.
Micron is not the best time to buy now; it's best bought when sentiment is negative and the stock has crashed.
Whirlpool is very intriguing as a buy at $54, especially given the dead real estate market, positioning it for a multi-year bounce-back play.
Amazon is always a buy, but its massive CapEx spend is a concern, requiring higher AWS growth to justify.
SoFi is considered a 'steal deal' and was recently featured as a stock to buy and hold forever.
PayPal needs more clarity on its future business model; potential sale of parts or the whole business is expected.
Interested in buying HOOD at $55 or below, contingent on Bitcoin bottoming, as its performance is tied to crypto markets.
Meta is on the watchlist but its massive CapEx is a concern, hindering its potential to reach $1000 per share.
e.l.f. Beauty is a strong buy, preferred over Ulta due to its widespread availability and considered a steal deal under $100.
Estee Lauder is preferred over Ulta due to strong brand control and ability to dictate their own destiny.
Ulta Beauty is liked but not loved; Estee Lauder or ELF are preferred due to stronger brand control or wider availability.
Nike is a great buy, a stock the creator frequently discusses and recommends.
Booking Holdings is a concern due to potential AI disruption affecting pricing power and business model.
Travel intermediaries like Expedia are concerning due to potential AI disruption impacting pricing power.
Adobe is a buy, with many opportunities available in the software sector.
There are many buying opportunities in software stocks, including Salesforce.
JP Morgan is a decent buy with a low forward P/E, but concerns exist about a slowing economy and potential earnings decline.
Apple is a fine buy, especially with its device ownership strategy in AI, but Microsoft offers more reward potential.
Microsoft is a buy due to its strong Azure growth, impressive financial metrics, and low historical PE, despite concerns about AI disruption.
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