Wells Fargo is in a 20% bear market, contributing to the negative psychology among bulls.
Source Post
Stock Market Drops 3,000+ points‼️
Apr 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.
Linked Mentions
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.
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