Shopify is showing strong recovery, benefiting from its role as infrastructure for AI agents.
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It just Started‼️ Market Bloody Red
Jeremy Lefebvre Makes MoneyMar 15, 2026
The market is experiencing significant turmoil, with the Dow Jones Industrial Average down substantially. However, some tech stocks, particularly in the SaaS sector like Service Now and Salesforce, are showing resilience and strong performance, suggesting a potential bottoming for these companies. The discussion also touches on the impact of rising oil prices and inflation expectations on the broader market and the Federal Reserve's potential rate decisions. The emergence of AI agents and their potential to disrupt internet middlemen is highlighted, with companies like Twilio and Shopify seen as potential beneficiaries.
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Tickers discussed in this post
Twilio is rebounding significantly, indicating it's a potential beneficiary of the AI agent trend.
Anything under $200 for AMD is considered a buying opportunity.
Palantir is experiencing a decline today, consistent with broader market weakness.
Coinbase is down over 3% today, indicating weakness in the crypto-related stocks.
Robinhood is mentioned as potentially going lower, especially if Kathy Wood is buying shares.
Whirlpool is nearing a potential bottom, and while its upside may be less extreme than RH, it presents less risk.
John Deere is also experiencing a significant decline today, consistent with weakness in cyclical stocks.
Rocket Companies is being hit hard today, indicating weakness in the housing stock sector.
Amazon is performing well today, which is considered a positive sign.
SoFi is surprisingly up on a day when the Dow is down significantly.
PayPal is showing strong upward momentum, driven by speculation of a potential buyout, despite the overall market weakness.
TSLZ, used as a Tesla hedge, is performing adequately but not exceptionally well given the market conditions.
Adobe is showing a strong upward trend over the past few days, indicating a potential bottom.
Salesforce is experiencing a significant gain, reinforcing the positive sentiment for SaaS stocks and suggesting a bottom.
ServiceNow is showing strong upward momentum, indicating a potential bottom and a positive outlook for SaaS stocks.
Apple is holding up relatively well compared to other Dow components.
Nvidia is not performing as poorly as some other Dow components, but its valuation is mentioned in the context of AI trade.
Caterpillar, despite its past strength, is down significantly and is considered overvalued, suggesting a pullback is due.
Amgen is down over 4%, further weighing on the Dow's performance.
Merck is experiencing a significant drop, adding to the downward pressure on the Dow.
Johnson and Johnson is among the healthcare companies seeing a notable decline, impacting the Dow.
Walmart stock is experiencing a significant downward move, contributing to the Dow's decline.