3 Stocks Jeremy Lefebvre is Buying Right Now‼️

About this Video

• Video Title: 3 Stocks Jeremy Lefebvre is Buying Right Now‼️
• Channel: Jeremy Lefebvre Clips
• Speakers: Jeremy Lefebvre (implied)
• Duration: 00:27:09

Introduction

This video presents Jeremy Lefebvre's analysis of three stocks he is currently purchasing: Palantir, AMD, and Nike. The video focuses on his rationale for investing in each company, including their potential for future growth and his assessment of market conditions and competitive landscapes.

Key Takeaways

• Palantir (PLTR): Lefebvre defends Palantir against accusations of surveilling Americans, highlighting its robust security features and arguing that it's the least likely platform for such activities. He emphasizes its strong growth in both government and commercial sectors.
• AMD (AMD): Lefebvre predicts significant revenue growth for AMD, particularly driven by the upcoming MI350 and MI400 AI chips. He emphasizes the MI350's superior performance and energy efficiency compared to Nvidia's competitors, positioning AMD for substantial market share gains. He presents a bull case projection of 30% annual revenue growth for AMD from 2026-2029.
• Nike (NKE): Lefebvre analyzes Nike's recent struggles under previous leadership and the positive impact of the current CEO, John Donahoe, who is refocusing the company on innovation and improving relationships with retailers. He anticipates significant revenue and earnings growth in the coming years as the company recovers and benefits from its return to Amazon.